Moving Reasons Setup

Make the following menu selections to display the Moving Reasons grid:

Setup—Guest Card—Moving Reasons

Use this grid to manage guest card moving reason codes.

Note Note

Filter Buttons Filter button in column headers allow you to change what appears in the grid.

Field List

ClosedFields

Note Note

A red asterisk ( * ) indicates a required field or selection.

Add Moving Reason button

Select this button to add a new Moving Code to eSite. Refer to the add instructions later in this topic.

Moving Code *

The moving reason identification code. Once saved, this code cannot be edited. Examples:

1010

Larger

Description *

The description associated with the moving reason code. Examples:

End of Lease Agreement

Needs Larger Apartment

Delete Delete icon

Use the Delete button to delete a Moving Code. Refer to the delete instructions later in this topic.

Reset button

Use the Reset button to discard changes to the grid.

Save button

Use the Save button to save changes to the grid. Unsaved changes are not permanently saved in eSite.

Procedures

ClosedTo Add a Moving Reason

  1. From the eSite menu, select Setup—Guest Card—Moving Reasons.
  2. From the Moving Reasons Grid, click Add Moving Reason.
  3. Enter moving reasons information into the fields that appear, tabbing between fields.
  4. Click Save.

ClosedTo Edit A Moving Reason

  1. From the eSite menu, select Setup—Guest Card—Moving Reasons.
  2. Click in the Description  field and it becomes editable.
  3. Make the desired changes. Use the Fields list for help.
  4. Click Save.

NoteNote

You cannot edit the Moving Code field.

ClosedTo Delete a Moving Reason

  1. From the eSite menu, select Setup—Guest Card—Moving Reasons.
  2. Click the Delete button Delete iconfor the Moving Code you want to delete. The code is deleted from the grid immediately.
  3. Click Save. The Moving Code is permanently deleted from the grid.

To Display / Print a Moving Reasons List

See Also

Moving Reason Codes Overview

Setup Questions for Moving Reasons

Guest Cards Overview

Guest Card Setup Overview

 

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