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Setup Questions: Units - General Tab

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Units Tab.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Questions for General Tab

To what property is the unit being added?

Enter a property name: _______________________

Building:

In what building is this unit located?

Enter a building ID: __________________________

Unit:

What is the unit identification:

Enter a unit ID: _____________________________

Unit Type:

What is the unit type and sub type:

Enter a type: _____________________________

Enter a sub type: _________________________

Physical Unit

What is the Physical Unit you want to associate with this unit?

This assigns the Unit to a Physical Unit and updates the Assigned Count for that Physical Unit on the Physical Units grid. Refer to Assisted Living Overview for additional information.

Enter the Physical Unit: _________________________

Status:

What is the status of the unit?

Enter a status: ___________________________

Occupancy Status:

What is the occupancy status of the unit?

Enter a status: ___________________________

Street Address

What is the full physical address of the unit?

Address: _________________________________

Zip: ___________ City: _____________________

State: _________ Country: __________________

Phone Number:

What is the phone number for the unit?

Enter a phone number: _____________________

Floor #:

On what floor is the unit located?

Enter a number: __________________________

Sq Ft:

What is the square footage of the unit?

Enter the square footage: __________________

Active Date

What is the active date for the unit?

Enter a date using the format mm/dd/yyyy:

_______________________________________

Inactive Date

What is the inactive date for the unit?

Enter a date using the format mm/dd/yyyy:

_______________________________________

Lost Rent (Fixed Potential):

What is amount of lost rent for the unit? Refer to Units Setup for more information.

Enter an amount: ________________________

This field may be a display-only field.

Income Code:

What income code is the system to use when tracking lost rent for this unit?

Circle one: Lost rent or Vacancy or Model or Employee

Questions for General Tab - Commercial Only

Useable

What is the useable square footage for this Unit?

Enter a square footage amount: _______________________

Rentable

What is the rentable square footage for this Unit?

Enter a square footage amount: _______________________

Leasable

What is the leaseable square footage for this Unit?

Enter a square footage amount: _______________________

User Sq Ft Name (user-defined label)

Enter a square footage amount in the field.

Enter a square footage amount: _______________________

Date of Sq Ftg Chg

This field is display-only.

Percent of Property

This field is calculated by the system.

General Tab - Corporate Housing Only

Master Lease Property

What is the Master Lease Property to associate with the Unit?

Enter a Property ID: _______________________

Master Lease

What is the Master Lease to associate with the Unit.

Enter an option: _______________________

Navigation

Units Overview