How to setup the Move In-Out Tracker?

How to setup the Move In-Out Tracker?

FYI: Admin needs to setup following forms and checklists, before enabling Move IN/Out workflow for your ADDA:


 

1. Move IN form:
Step 1: Go to Move IN/OUT Tracker >> View All >> Setup >> Move-In Form User
Step 2: Mark the check-boxes to enable any field to appear on move-in form.
Note: Can add additional fields as per your requirement in the empty text boxes provided at bottom > select its data type (text, date, Single option, Multiple option-can enter multiple values separated by comma)
Step 3: Select the field applicable to the only owner, tenant or common for both
Step 4: Click Save Changes
FYI: Click View form to get a preview of Move IN form that you have setup.
Step 5: Check-mark the “Enable advanced Move-In workflow

2. Move-In Checklist:
Step 1: For doing the setup, go to Move IN/OUT Tracker >> View All >> Setup >> Move-In Checklist.
Step 2: Add a checklist field and click on “Add entry to Move In Check List
Step 3: Enable the field added by marking the check-box beside the field.
Step 4: Click Save Changes

3. Move Out form:
Step 1: Go to Move IN/OUT Tracker >> View All >> Setup >> Move Out Form
Step 2: Customize the Form (Refer Move-In form methodology for adding the fields)
Step 3: Click Save Changes

4. Move Out Checklist:
Step 1: Go to Move IN/OUT Tracker >> Setup >> Move Out Checklist
Step 2: Add a checklist field and click on “Add entry to Move out Check List
Step 3: Enable the field added by marking the checkbox beside the field.
Step 4: Click Save Changes


 

Note 1: Once the Move In & Move Out forms and the checklists are created, enable the workflow by clicking on  "Enable Advanced
Move-In Workflow?" in Move-In Form user.

Note 2: Users who are already under approved users list need not go through Move IN/Out formalities. It is only for new Residents (Both Owner and Tenant) moving into your ADDA.


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