Residence Units Data Entry Tips







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The following are some important tips to keep in mind when entering or updating residence units information.  For full step-by-step instructions on the process of entering and maintaining residence units information, click here.

  To add a new unit, enter information in all required fields in the "New Unit" row.  (When all units in a program have the same address, that row is pre-populated with the appropriate data and only apt/bed information need be entered.) 

  All units in the same building should have their addresses entered in the exact same way.

  Addresses should not contain commas or semi-colons.  Use dashes instead.

  When the "New Unit" row is pre-populated with data (because all units in the program have the same address), remove the first available date to make changes to any existing units without also adding a new unit.

  To remove a unit from the program's list of active residences, enter a last available date for that unit.  If a unit is currently occupied, that field will have a read-only value of "occupied."  In such cases if the unit must be closed out the client residing in that unit will first need to be moved into another unit or discharged as appropriate.

  To delete a previously unoccupied unit entirely, enter a last available date that is the same as the first available date.

  Changes cannot be made to the addresses of currently or previously occupied units, only to their gender and smoking information (when the user has the "Create Residence Unit" permission).  In the event that an address change is required, please contact the Help Desk for assistance, being sure to provide all relevant detail (program, old address, and new address).

  Data entry is done in groups of 50 units.  When a program has more than 50 units, only the first 50 can initially be edited.  To access units other than those in the first 50, click Update until the appropriate units are displayed on the page in data entry mode.

  https://demodb.footholdtechnology.com/help/?11510