Resident Purge Tab

Make the following menu selections to display this page:

Special—Housekeeping—Purge—Resident Purge

Use this tab to delete previous resident history from the database. The property policy, Minimum # of months to keep Canceled resident information affects this function by determining if canceled resident data is eligible for deletion. Also, other internal checks are performed to ensure only those residents with a zero balance are removed. Selecting this option, automatically switches the database to single-user mode which prevents other users from logging in until the process completes.

ClosedFields

As of Date

Enter the date to begin purging previous resident data using the format mm/dd/yyyy. Or, use the Calendar Button to select a date. All related transactions occurring as of this date are eligible for deletion.

Select Property

Select the property or properties to include from the selection list. Highlight a single property or use the keyboard functions to highlight multiple properties at once.

Print Residents Purged

Checked (default) - Prints a record of all residents purged as a result of running this process.

Unchecked - Does not print a record of all residents purged as a result of running this process.

Print Resident Profiles

Unchecked (default) - Does not print resident profiles for each resident being purged as a result of running this process.

Checked - Prints resident profiles for each resident being purged as a result of running this process.

Print Resident History

Unchecked (default) - Does not print resident history for each resident who is purged as a result of this process.

Checked - Prints a resident history for each resident who is purged as a result of this process.  

Run in single-user mode

NoteNote

When this option is selected (default), it automatically switches the database to single-user mode, which prevents other users from logging in until the process completes. It is strongly recommended that single-user mode be used.

Checked (default) - Puts the system in single-user mode, with only your connection to the database allowed, while the process runs. A message displays when other users are logged into the eSite database, and in that case, the process cannot be run in single-user mode.

As an alternative, you can uncheck the box and then the system does not run the process in single-user mode.

Unchecked - The system remains in multi-user mode while the process runs. This is the default condition of the system, as it is designed for multiple users to be logged in concurrently.

ClosedTo Purge Residents

  1. Confirm your property selection using Select Properties.
  2. Complete the tab. For help, refer to the Fields list.
  3. Select the Process button when all data entry is complete. The system processes the purge request and depending on your selections, may or may not include printed records.

See Also

Special Overview

Special Overview - Commercial Properties

Housekeeping Overview

 

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