Revised: 09/25/2013
Go to Maintain>>Tenant Management Tables>>Unit Master
OR go to Maintain>>Tenants (Active)>>Quick Link>>Unit Master
This program is used to enter and maintain unit information associated with an Area and Community.
At the top of the program are functions such as save and delete. For more information on functions click here.
Enter or select an Area ID for the unit. Area IDs are setup and maintained in the Area Master.
When a valid Area ID is selected, its name will be displayed in this field.
Enter or select a Community ID for the unit. Community IDs are setup and maintained in the Community Master.
When a valid Community ID is selected, its name will be displayed in this field.
Enter or select a Unit ID.
The address information entered here is displayed as the tenant's unit information in the Tenant Master. The address may be merged into forms and letters.
Enter the street address for the unit on address lines 1 and 2. Address 2 may be left blank if it is not needed.
Enter the city, state and zip code information for the unit.
Select one of the following:
Avail for Occupancy
Closed Permanently
Offline
Under Development
Under Mod
Select one of the following unit types:
<<Not Applicable>>
Designated as Elderly Unit
Family Unit
Merged Unit
Non-Dwelling
Enter the project number assigned by HUD.
Enter the unit number assigned by HUD.
Enter the apartment number for the unit.
Enter the building's identification number.
Enter the identification number for the entrance of the building.
Enter the floor the unit is on in the building.
Enter the number of bedrooms within the unit.
Enter a checkmark in the box if the unit is considered generally handicapped accessible.
Enter a checkmark in the box if the unit is considered handicapped accessible for a vision impaired tenant.
Enter a checkmark in the box if the unit is considered handicapped accessible for a hearing impaired tenant.
Enter a checkmark in the box if the unit is considered handicapped accessible for a physically impaired tenant.
Enter the unit's Date of First Availability (DOFA).
Enter the unit's End of Initial Operating Period Date (EIOP).
Enter the unit's "in service" date.
Enter the unit's "in service" code.
Enter the unit's "out of service date" if applicable.
Enter the unit's "out of service code" if applicable.
Enter the "move in date" for the unit.
Enter the "move out date" for the unit.
When initially setting up a unit or if you are not using the Horizon Inspection module, enter the last completed inspection date. Thereafter, when using the Horizon Inspection module, the inspection date will be updated when an inspection has been completed for the unit.
When initially setting up a unit or if you are not using the Horizon Inspection module, enter the next inspection due date. Thereafter, when using the Horizon Inspection module, the next inspection due date will be updated when an inspection has been completed for the unit.
Enter the date the unit was to be taken out of service for maintenance.
Enter the date the unit was ready for occupancy.
Checkmark the box if the tenant in the unit is at market rent.
Place a checkmark in the box if the unit is a Tax Credit unit. This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
Place a checkmark in the box if the unit is a HOME unit. This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
Place a checkmark in the box if the unit is a Tax Exempt unit. This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
Place a checkmark in the box if the unit is a PennHomes unit. This field is only available when the Area Master for the unit is set as a Tenant Income Certification (TIC) Type.
Enter the square footage of the unit.
Select a valid unit type from the list.
Unit Type IDs are setup by the user in the Unit Type Master File and associated with an Utility Allowance Table.
If the utility allowance information has been set up in the Community Master, there is no need to set it up for the individual units unless the unit information should be different than the Community.
Select any of the following utility allowances for the unit and indicate the power source when applicable. This information will be available to merge into forms and letters.
Checkmark one or more of the following to indicate that the unit is eligible for allowances:
Allowance for Heat
Allowance for Air
Allowance for Cooking
Allowance for Other Electric
Allowance for Water Heater
Select one of the following sources of power for the checkmarked allowance in the unit if an allowance is to be given:
Natural Gas
Electric
Bottle Gas
Oil
Coal
Wood
Kerosene
Checkmark any of the following utility allowances that would apply to the unit.
Allowance for Water
Allowance for Sewer
Allowance for Trash
Allowance for Range
Allowance for Refrigerator
Click this button to reset the utility allowance information for the unit to what is entered in the Community Master.
Enter the following information for utility payment. If you will not be using the auto payment feature, these fields may be left blank.
Enter the meter number for the following, if applicable:
Gas Meter
Electric Meter
Water Meter
Enter the account numbers for the following, when applicable:
Gas Account
Electric Account
Water Account
Sewar Account
Inspection information may be entered to assist in interfacing with the Inspection module.
Select an inspection group for the unit.
For informational purposes, the number of bedrooms available in the unit is displayed.
Enter the following information for the bedroom available in the unit:
Floor
Location 1 (Right, Left or Center)
Location 2 (Front, Rear or Center)
Room #
Other Description
Changes to the Unit Master may be tracked automatically or a tracking item may be added using the "Add Tracking Item" process.
Note: Once a Tracking Item has been added it cannot be deleted.
The Tracking Grid will display the following information:
Date
Time
Description
User ID
For some tracking lines additional details will be available in the bottom window.
Press the Add Tracking Item button to open the Add a Unit Tracking Item view.
Select a Tracking Code and enter a Modified Description, then press the Save button.
Add a Unit Tracking Item
The header will display the Unit Number and Address.
Select a Tracking Code for the tracking item that is being added. The description for the selected Tracking Code will be displayed underneath.
Users may enter their own description for the tracking item which will be displayed in the Tracking Grid. If a Modified Description is not entered, the default description will be displayed in the Tracking Grid.
Press the Save button to save the tracking item.
Press the Close button to close the Add a Unit Tracking Item without saving.
Press the Print Tracking Items button to open the Date Range for Tracking Item Printing view.
Date Range for Tracking Item
Enter a beginning and ending date for the Tracking report and press OK.
Press the OK button to open a Print Dialog box where users can select a printer and press print.
Press the Cancel button to close the view without printing.
Enter the following exempt information for the unit, if applicable:
Start Date
End Date
Comment