How to Add a New Resident to Operations
Click here to Watch Video Tutorial
The system only allows one ACTIVE Resident Detail at a time. In the event there is an Active resident scheduled to vacate and a new one already scheduled to move in; you must change the status of the resident vacating to Pending to allow a new resident to be added. The Property Detail screen will show both residents for access.
You can, however, add a secondary Resident in the current Active Resident Detail.
Getting to the Resident Detail Screen
From the Tree View:
- Expand Resident
- Select Residents
- Enter the Street Name for the property you wish to add a Resident for
- Then click SEARCH
- Click on the Property Detail Link from the generated list
Add a New Resident in Property Detail
From the Property Information/Detail Screen:
- Click New Resident under Residents section
Resident Detail Layout
- Select the New Resident's Name from the drop-down list of Applicants
- Then, click APPLY
- The Resident's Detail and Contact Information will carry over from the application module. Confirm it is correct, then SAVE.
- If there are more than two residents, the secondary resident information will carry over as well. Continue with additional residents by confirming the information under the Secondary Resident Information, then click ADD.
- Enter the all Rental Information and terms, then click SAVE.
File Cabinet:
4. This section is used to upload any scanned documents, related to the resident, directly to their resident file cabinet. Note; Copies of the application, holding deposit, lease agreement, move in information, modifications, etc, will carry over from the Lease Input Screen File Cabinet by management into the resident's file cabinet.
Historical Notes:
5. This section is for a specific notation pertaining to this resident and will not be logged on the main Note History.
Notice History:
6. This sections tracks all violations and late notices issued to the resident.