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Resident Moves

Watch the Video Tutorial:

Changing Rooms

  • Click on the Search tab, then select the Locations/Residents tab.

 

Identify Unoccupied Rooms

First you will need to see which rooms are unoccupied to be able to identify which room you would like to move the resident to.

  • To see all unoccupied rooms, select Unoccupied only from the Occupied drop down menu, and click Search Now.
  • Look at the list of unoccupied rooms and identify which will be the resident's new room.
  • Click Clear Search to remove any search filters.

Assigning the Resident to an Unoccupied Room

Next you will need to assign the resident to the unoccupied room you just found.

  • Type and select either the resident's name or their current location name in the Location/Resident field, then click Search Now.
  • Click on the resident's name in the Resident column of the search results.
  • Scroll down and click on Move History to open that panel.
  • Click the Change Location button.
  • Select the Date of the move from the calendar.
  • Type and select the New Location where the resident will be living or click on the location picker () to choose the location. As you are browsing the location picker, note that any occupied residential rooms will show with a plus sign next to the room. To see who currently lives there, click on the plus sign to expand the location tree.

 

 

  • Enter any applicable Move Notes, then click Save.

 

Leaving the Community

  • Click on the Search tab, then select the Locations/Residents tab.

 

 

  • Type and select either the resident's name or their current location name in the Location/Resident field, then click Search Now.
  • Click on the resident's name in the Resident column of the search results.
  • Scroll down and click on Move History to open that panel.
  • Click on the Leave Community button.
  • Select a Move Out Date from the calendar.
  • Enter the forwarding address information.
  • Type any applicable Move Notes, then click Save.

 

 

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