Adding New Units

When adding new units, you need to add the basic unit information, rent information, and then expand on the unit description by selecting its specific amenities.

Note: If the unit belongs to a new building entrance, you must add the building entrance BEFORE adding the unit. For more information on how to set up building entrances.

On the Main Menu screen, click UNITS. The Browse Unit Information screen appears with all vacant and occupied units displayed in a table.

Click

on the toolbar to access the Add Unit Wizard.

Add Basic Unit Info

Select the development and building/entrance to which the unit belongs.

This is your agency-defined list of developments, which you maintain in the Setup area of the program. See "Setting Up Developments"

This is your agency-defined list of building entrances, which you maintain in the Setup area of the program. See "Setting Up Building Entrances"

Enter the unit number, HUD unit number (if applicable), apt. #, and door #. (All fields on this screen are part of the unit’s address). The unit address comes from the building record you maintain in Setup. If the address is incorrect, you must make the change in the building record, not the unit record.

Click START to continue.

Enter the number of bedrooms, bathrooms, and total square footage of the unit.

Select the unit’s accessibility, HUD unit type, and utility profile (if using utility allowance calculations).

The accessibility field offers the HUD-defined accessibility categories of a unit, which you maintain in the Setup area of the program. See "Unit Disability Types"

If necessary, check the checkboxes if the unit is a non-dwelling unit, merged unit, reserved for elderly only, or reserved for handicap only.

Hint: The only required field on this step of the wizard is the HUD unit type.

Click NEXT to continue.

Enter Rent Info

10.

Enter the flat rent (contract rent) and the utility allowance amount (if not using a utility profile).

11.

Click NEXT to continue.

Specify Amenities

12.

Check the checkboxes of the all appropriate unit amenities

and click NEXT.

This is your agency-defined list of unit amenities, which you maintain in the Setup area of the program. See "Setting Up Unit Amenities"

Hint: Click to check all checkboxes; click to uncheck all checkboxes.

13.

Review and confirm the unit information you have set up and click FINISH. The new unit information is now available to work with in the TAR, ORC, and Work Order programs.