Unit details are crucial as they determine the forms available for issuing to residents. This article will guide you through the key areas of the unit information page that impact the forms you create in the program. Note that access to this area is restricted based on the user class assigned to the user profile.



Editing a Single Unit: 

  1. Navigate to Residents >> Units or Properties/Units.
  2. From the list, select the specific unit you wish to edit.
  3. Choose the menu option Edit this Unit.
  4. Select to Save or Save and Close

 

A popup window will appear, allowing you to modify the unit-specific details. The information entered here will be displayed on the landing page for Units or Properties/Units. Fields with an asterisk are considered mandatory.


 

A screenshot of a computer Description automatically generated

 

Mandatory Fields:

  • Unit Number
  • Unit Type: This selection determines the types of forms available for the resident group.
  • Bedroom/Bathroom
  • Smoke Alarm
  • Carbon Monoxide Alarm
  • Unit Address: This selection determines the types of forms available for the resident group. 

If Applicable:

  • Building
  • Square Footage
  • Print this unit number on forms
  • Located within a 100-year flood plain
  • Hide this unit number from full address
  • Affordable Program: This selection influences the types of forms available for the resident group.
  • Mailbox Number
  • Marketing Title
  • Marketing Description
  • Last Inspection and Date
  • Parking Space
  • Dwelling unit qualifies as a ‘Type A Unit’ (accessible unit) per Oregon structural building code and ICC A117.1
  • Market Rent
  • Default Rent
  • Default Day Rent Due
  • Default Lease Type
  • Note if the unit is a - Down Unit/ Demo Unit/ Model Unit

 


Edit units in Bulk

This is a feature that allows a user to edit some unit details in bulk using the feature found under Unit Actions. There is no way to revert changes, so we encourage users that attempt to use this feature to update units verify all changes before saving in program.

 

How to Edit Units in Bulk:

  1. Navigate to Residents >> Units or Properties/Units.
  2. Select Unit Actions>> Edit All Units.
  3. In the Apply to All Area- select checkbox from the Apply to All area>> Select Apply to All button. To remove a selected field for units, leave the checkbox empty and select Apply to All. 
  4. Review unit changes>> Select Apply All

 

After selecting ‘Unit Actions- Edit All Units’ the program will redirect you to the page to make the changes to all units. The information updated in this area will change the individual unit information.