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Assign a Delinquency Template to a Unit

Learn how to assign a Delinquency Template to a unit from the Unit Setup tab.

Overview

A unit with an assigned Delinquency Template becomes part of a fully automated delinquency process: notices go out on schedule, each delinquency stage starts on time, and the process stays legally compliant.

This article covers how to assign a Delinquency Template to a single unit.

Prerequisites

ℹ️ Info: Some options from this article may be hidden or disabled if your account does not have the required permission. Contact your administrator to request access.

Step 1: Select a Facility

Switch from the Corporate level to the Facility level to access the unit.

  1. Click the Facility Switcher at the top of your page.

  2. Select a facility.

    The left-side menu with the Units option, above Tenants and Leads.

Step 2: Open the List of All Units Page

The List of All Units page displays every unit at the selected facility.

  1. In the left-side menu, click Units. The List of All Units page opens.

    The left-side menu with the Units option, above Tenants and Leads.

Step 3: Find the Unit

To search for a unit, you will need its unit number. Please note that the Unit Search Bar on the List of All Units page accepts unit numbers only.

  1. Click the search icon (magnifying glass) in the Unit Filter Bar. The input field appears.

  2. Enter the Unit Number. For example, A23. The table below shows the result.

  3. Click the Unit Number in the table to open the unit details.

    The List of All Units page with a Unit Number entered in the search field — first the search field at the top of the list, then the matching vacant unit in the results below.

ℹ️ Info: Occupied units already have an assigned Delinquency Template, because Move-In cannot proceed without one.

Step 4: Open the Unit Setup Tab

The Setup tab holds the unit's configuration, including the Delinquency Template.

  1. Locate the Setup tab on the Unit Details page.

  2. Click the Setup tab.

    The unit details page with the Setup tab at the end of the tab row, marked with a red dot. The unit status shows Vacant.

ℹ️ Info: A red dot next to the Setup tab name means the unit setup is incomplete.

Step 5: Open the Assign Delinquency Template Window

The Delinquency Template section sits on the right side of the Setup tab.

  1. Locate the Delinquency Template section.

    Setup tab of a unit with the Delinquency Template section on the right side, showing No Delinquency Template Assigned and an Assign Template link, next to a warning that a template must be assigned before Move-in or Transaction

  2. Click Assign Template. The Assign Delinquency Template window opens. The unit number appears in the window title. In this case, the window name is "Assign Delinquency Template to #A23".

    Delinquency Template card showing No Delinquency Template Assigned with an Assign Template link, above a warning that a template must be assigned to proceed with Move-in or Transaction.

ℹ️ If a unit does not have an assigned Delinquency Template, the section shows a message: "Assign at least one delinquency. Please assign a template to proceed with Move-In or Transaction."

Step 6: Select the Delinquency Template

The Assign Delinquency Template window lists delinquency templates made at the Corporate level and assigned to the facility.

  1. Click the + icon next to the template you want to assign.

    The Assign Delinquency Template window with the Delinquency Templates list and a + icon next to each template name.

ℹ️ Info: Only one Delinquency Template can be assigned to a unit at a time.

Step 7: Save the Changes

Saving confirms the assignment.

  1. Click Save Changes.

    The Assign Delinquency Template window with one template moved to the Assigned Delinquency Template section and the Save Changes button in the lower-right corner.

  2. Make sure the Delinquency Template section now displays the assigned delinquency template with the green check mark.

    Delinquency Template section showing an assigned template with a green check, the assigned template name, and a Change Template link.

That is it! The unit now has a Delinquency Template and follows the rules from it.

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