Managing Occupancy Status - Active / Inactive

Managing Occupancy Status - Active / Inactive

Purpose

  1. To explain how to change occupancies from Active to Inactive and Inactive to Active.

Video


Directions

  1. Navigate to Pre-Planning > Pre Plan Organizer.






  2. Find your Occupancy using Advanced Search.
    1. (A) Select the Advanced Search button
    2. (B) Use one or more filters to refine your search
    3. (C) Select the Search button





  3. To determine occupancy status, navigate to the "Columns to show" dropdown and select Address Status.  This will reveal the occupancy Address Status column in the Pre-Plan Organizer.






  4. To change the occupancy status, locate the Address Status column and select the 
     icon.





    IMPORTANT: Once an occupancy has been set to inactive, the occupancy disappears from the Pre-Plan Organizer. The data are preserved even though the occupancy is no longer visible. An inactive occupancy can be reverted to active status, see steps 5 and 6.


  5. To change the status of an occupancy to inactive, select Inactive from the dropdown menu in the dialog box. Next, select the Change button.  To change the status of an occupancy from inactive to active perform step 4 and change the status from inactive to active.



  6. Alternatively, when viewing an Occupancy record, select Active or Inactive in the Address Status field and save your record.


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