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Transfer Resident Task Tab
Make the following menu selections to display this tab:
Leasing—Transfer
Activities—(select
from grid)
Use Transfer Activities
to manage resident and applicant transfers to a different unit or property.
Often as an alternative to moving off property, residents opt to transfer
to a different unit. For example, a resident might request a transfer
due to a change in family status, job, or roommate. Depending on your
policy settings, the unit may or may not be located on your property.
From this tab, select a transfer task to complete:
- Enter an intent to
transfer
- Cancel an intent
to transfer
- Perform a regular
transfer for a resident or applicant
- Reassign an applicant
to another unit
Fields
Enter Intent to Transfer
Click to enter an intent to transfer for the resident
on the Intent to Transfer Tab.
Cancel Intent to transfer
Click to cancel an intent to transfer record for
the resident on the Cancel
Intent to Transfer Tab.
Perform Regular Transfer
This option is available for current residents.
This process enables you to transfer
a resident from one unit to another (within the same property or across
properties). After the transfer process is run, the system retains a record
of the resident in the old unit. To
access this option, the user must have the Perform Transfer - Regular
security permission.
Perform Applicant Transfer
This option is available for residents with a
status of Applicant or Leased. Use this option to
renumber the applicant from one unit to another. This process allows
you to view and/or modify the lease information before the transfer. After
the transfer process is run, the system does not retain any record of
the applicant ever being linked to the old unit. To access this option,
the user must have the Perform Transfer - Applicants security permission.
Note
If you do not need to change any lease information, a
faster option is to run the Reassign Applicant process instead. Reassign
Applicant has the same result; however, it does not enable you to change
the lease information.
Reassign Applicant
This option is available for residents with a
status of Applicant or
Leased. This renumber process enables you to
renumber an applicant or lease from one unit to another. The same
lease information is copied to the new unit. For example, use this option
to transfer Wait List applicants into their appropriate units. After the
transfer process is run, the system does not retain any record of the
applicant ever being linked to the old unit. To access this option, the
user must have the Reassign Applicant security permission.
See
Also
Transfer
Activities Overview
Transfer
Activities Procedures
Transfer
Activity Tabs