Physical Units Overview

Physical Unit is a generic term used to describe any space you are managing for which you want to specify that "Units" are contained within a "Physical Unit." For example, an assisted living facility may use beds as the Unit, and the room that contains the beds is the Physical Unit; as in, there may be four beds (Units) in a room (Physical Unit). The Physical Units functionality is a way for you to track this many-to-one association. Refer to Assisted Living Overview for more information.

ClosedPhysical Units Setup

You can add Units individually or by Physical Unit  type. The system maintains a list of individual Units that is associated with a property and a building if you used the building option.

When further associations are established for the Physical Units—for example, an association between Physical Units and a building. This association affects your ability to delete an individual Physical Unit.

ClosedUnit Default Charges

Using the Charges Tab in Units Setup, you can set up charges that appear as default recurring charges during application entry on the Recurring Charges Tab. The default charges can be edited on the Charges Tab. If no default charges are set up, the system continues to use the default rent income and market rent.

ClosedSetup Details

Setting up Physical Unit Types is required if you want to use Physical Units.

Setting up unit default charges is optional.

Setup Prerequisites

Prior to adding units, the following Buildings must be set up and available for selection.

ClosedEffect of Policies

Setup—Policies—Global Policies—Inter Property, Additional Tab

The option Use Building Numbers must be selected to use building options.

Setup—Policies—Global Policies—Global Names Tab

The global default name must be established.

Setup—Policies—Property Policies—(Additional Options category)

One of the Track Physical Unitsoptions must be selected.

  The Track Occupancy Days by Occupantoption must be selected if you want to track Occupancy Days by Occupant.

See Also

Physical Units Grid

Assisted Living Overview

Effect of Names on Names Tab