Use this task to view the Occupancy Transaction Journal, which lists all swaps and occupancy activities that have occurred within the specified time frame. All swaps, move-ins, move-outs, and transfers will be displayed, including those that were canceled or rescheduled to another date. The user that performed the task will also be listed alongside the activity.
To view the Occupancy Transaction Journal, follow these steps:
1. Go to Community Detail > Contract Tab.
2. Go to Tasks > View Occupancy Transaction Journal.
3. In the Filter area, complete the fields:
▪ Unit Bundle—Select the contract.
Note
When a specific contract is not selected from the Unit Bundle field, the results on the Occupancy Transaction Journal will be sorted by contract.
▪ Date type—Select one of the following date types:
▪ Update Timestamp—Select to use the date the occupancy activities were recorded.
▪ Effective Date—Select to use the effective dates of the occupancy activities.
▪ Date Range—Enter or select the date range from which you want to view occupancy activities.
4. Click Refresh.
5. To print the results that are displayed on the Occupancy Transaction Journal, click Print.
6. To exit the task, click Finished.