General Tab Tasks Swap Counted Group
This task is used to swap a unit from one Funding Program Group to another.
The unit must be vacant and the unit class should have a Rent Plan setup for the Funding Program Group.
To make the unit eligible use the Add Unit to a Program Group task on the General Tab of the Unit view.
FAQ - When and why do I use the Swap Counted Group Task?
Unit Detail General Tab Tasks Swap Counted Group
Enter the Effective Date of the swap.
Click Next.
The current Counted Group for the unit will be displayed.
Click Next.
Select a new group by checking the box.
Select a Contract /BIN from the drop-down list.
Select a Counted Layer from the drop-down list.
Click Next.
An Overall Status window will pop up with a Passed or Failed message.
If it failed you may need to make a correction or contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
If it passed click Close.
Select any available documents you want to print by checking the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Swap Counted Group" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Specify the number of copies you want for each document.
You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.
Click Finished.
A pop-up will appear stating that you have successfully swapped the program. Click OK.
