creating a unit transfer transaction
TRANSCRIPT
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MITAS Online Learning Module Creating a Unit Transfer Transaction
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Slide 1 - Title
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Creating a Unit Transfer Transaction
Notes
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Slide 2 - Objectives
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Section One Objectives In this section, you will learn how to create a unit transfer transaction using the MITAS Internet Property Management site. An interactive simulation will show you how to complete this task. Notes
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Slide 3 - Scenario
Text Captions Scenario Doug, a property manager calls you... "Hi Becky, I need to create a unit transfer for Mitas Manor on the MITAS Internet Property Management site for the first time. How do I do this?" Let's find out how we can help Doug. Notes
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Slide 4 - Concept
Text Captions How to Create a Unit Transfer It is easy to create a unit transfer transaction using the MITAS Internet Property Management site. In order to do this, you must first login as either a Property Manager or Property Manager - Compliance. Then you retrieve the property from the Property/Project screen. You choose the Move-In/Move-Out option, and then the corresponding Building and Unit. Next, you input the date, target building and target unit for the Unit Transfer. Notes
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Slide 5 - Simulation
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Simulation
Creating a Unit Transfer Transaction The following simulation takes you through the steps needed to create a unit transfer transaction using the MITAS Internet Property Management site. You will be shown the appropriate steps to follow. Notes
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Slide 6 - Slide 6
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Select the Address text box. Type in the web site address of the MITAS Internet Property Management site.
Notes
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Slide 7 - Slide 7
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Press Enter key Notes
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Slide 9 - Slide 9
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The MITAS Internet Property Management Login page appears
Select the Web Profile combo box Notes
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Slide 10 - Slide 10
Text Captions Select the appropriate Property Manager item (Property Manager or Property Manager - Compliance)
Depending on the way your agency is set up, there are two valid Property Manager items that you could choose: Property Manager or Property Manager - Compliance. A Property Manager can view and input data for both compliance and financials. A Property Manager - Compliance can view and input data for only compliance. Your agency may have established both types of property manager items or
only one option may be valid. Notes
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Slide 11 - Slide 11
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Select the Property Manager Number text box, and input the appropriate number The Property Manager Number is the company or agency number. You cannot view or input data for
more than one company or agency at a time. Notes
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Slide 12 - Slide 12
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Select the Username text box, and input your username (do not use an administrator username) Notes
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Slide 13 - Slide 13
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Select the Password text box, and input your password Notes
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Slide 14 - Slide 14
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Click the Login button Notes
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Slide 16 - Slide 16
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The Main Menu page appears
Select the Property/Project Detail menu item Notes
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Slide 18 - Slide 18
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The Property/Project Information page appears Notes
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Slide 19 - Slide 19
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Select the Retrieve Property text box, and input the Property Number
For security reasons, you must know the property number for which you are trying to create a transaction.
Notes
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Slide 20 - Slide 20
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Click the Retrieve button Notes
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Slide 22 - Slide 22
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The Property/Project Information page appears with the property data Verify the property address information is correct. If the information is not correct, contact your agency.
Click the Move-In/Move-Out button to create a Recertification transaction Notes
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Slide 24 - Slide 24
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The Move-In/Move-Out transaction page appears
Select the Building combo box Notes
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Slide 25 - Slide 25
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Select the appropriate building number item Notes
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Slide 26 - Slide 26
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Select the Unit combo box Notes
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Slide 27 - Slide 27
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Select the appropriate unit item Notes
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Slide 28 - Slide 28
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Click the Refresh button to refresh the page with the transaction data for this building and unit Notes
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Slide 29 - Slide 29
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The Move-In/Move-Out transaction page appears
The new transactions that have not been processed by the agency are shown on this page for this building's unit.
Click the Insert Transaction button to create a Unit Transfer transaction
Notes
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Slide 30 - Slide 30
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Select the Effective Date text box, and input the date of the unit transfer transaction Notes
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Slide 31 - Slide 31
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Select the combo box
Select the Certification Type combo box Notes
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Slide 32 - Slide 32
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Select the Unit Transfer item Notes
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Slide 33 - Slide 33
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Select the Transfer Building combo box Notes
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Slide 34 - Slide 34
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Select the target building for the unit transfer Notes
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Slide 35 - Slide 35
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Select the Transfer Unit combo box Notes
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Slide 36 - Slide 36
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Select the target unit for the unit transfer Notes
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Slide 37 - Slide 37
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Click the Submit button Notes
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Slide 39 - Slide 39
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After reviewing the information on the screen click the Submit button There is no data change allowed for the Unit Transfer transaction. The system automatically uses the
tenant's data from his most current transaction.
The Tenant Information page appears Notes
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Slide 40 - Slide 40
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Slide 41 - Slide 41
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Click the Logoff link to log off the property management website
The Move-In/Move-Out transaction page appears Only the new transactions (no historitcal information) that have not been processed by the agency are
shown on this page. You can still change any information if the transaction is shown here.
If you would like to see historical information, you can print the Tenant Master Report. Notes
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Slide 43 - Slide 43
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The Logoff page appears
End of simulation Notes
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Slide 44 - End
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Congratulations! You have completed Creating a Transfer Transaction
Notes