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Required Setup for Student Housing Properties

The standard eSite system can be used to manage student housing properties when the following setup requirements are met and completed in this order:

  1. Set the property type.
  2. Set up trend income codes.
  3. Assign trend income codes.
  4. Define semesters.

ClosedTo Set the Property Type

The Property Type field on the Property Tab must be set to 3–Student Housing. Complete the following steps to set the property type.

  1. From the eSite menu, select Setup, Property, Properties. The Properties Tab displays.
  2. Select the Property to work with from the grid. The Edit Property Tab displays.
  3. At Property Type, use the drop-down to select 3–Student Housing.
  4. Click Save. Notice the Trend Income Cd and Semesters options now display under the Property setup menu.

ClosedTo Set Up Trend Income Codes

Income codes must be set up for the following trend income codes: furnished, single occupancy, and other. Complete the following steps to set up the required income codes.

  1. From the eSite menu, select Setup—Property—Income Codes. The Income Codes tab displays.
  2. Click Add Income Code. The income code tab displays.
  3. Complete the tab using the field list in Income Codes setup.
  4. Click Save. The grid displays again.
  5. Repeat Steps 2-4 for single occupancy and other.

ClosedTo Assign Trend Income Codes

Trend income codes are used for tracking data and generating trend analysis reports. The system will look at the income codes linked to student housing and use them in calculating amounts that can be displayed on student housing trend reports. Refer to Trend Reports for more information.

  1. From the eSite menu, select Setup—Property—Additional—Trend Income Cd. The Trend Income Codes tab displays.
  2. Select the income code to use for furnished units from the drop-down list.
  3. Select the income code to use for single occupancy units from the drop-down list.
  4. Select the income code to use for other units from the drop-down list.
  5. Click Save.

ClosedTo Define Semesters

Semesters are used to define specific periods of time used as the basis for generating trend analysis reports. Complete the following steps to define semesters.

  1. From the eSite menu, select Setup—Property—Additional—Semesters. The Semester Details tab displays.
  2. At Name, enter a name to label each semester. Label as many as needed.
  3. At Begin Date, enter the first day of the semester.
  4. At End Date, enter the last day of the semester.
  5. If needed, use the Move Periods button to replace current period data with next period data.
  6. Click Save.

 

See Also

Student Housing Overview

 

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