Unit Types

Units can be marked with a unit type, by default Apartment, Duplex, House and Commercial are available. You can add your own as you see fit.

A unit type can also be sub divided into categories, to be more precise.

It is possible to target posts, ballots, documentation and mail merges to specific unit types.

Primarily though, unit types are usually used to drive the lease schedules. A schedule can be created that specifically includes or excludes particular unit types and/or categories, to determine which units contribute to the budget for that lease schedule, and in which proportion.

Review how you apportion your budget to the different units before deciding on a unit type/category setup for your OMC.

List View

table_rows Show Columns

Column	Type	Description
Name	text	The name for this unit type
Units	link	The number of units that exist of this type in the system
Owner Occupied	link	The number of units which are owner occupied
Non Owner Occupied	link	The number which are not owner occupied
Notes	longText	Any special notes about how this unit type should be used

Detail View

table_rows Show Fields

Field	Type	Description
Name	text	The name for this unit type
Units	link	The number of units that exist of this type in the system
Owner Occupied	link	The number of units which are owner occupied
Non Owner Occupied	link	The number which are not owner occupied
Notes	longText	Any special notes about how this unit type should be used
Categories	grid	Provide a breakdown of the unit type into sub categories
Categories	text	A name for this category
Notes	longText	Any useful notes about how this category should be used
delete	icon	Click to remove item from list

Examples

Creating a Unit Type

Add a new type (and optionally sub-categories) to support a unit classification that does not exist in the default set.

format_list_numberedSteps(5)

1. 1Click [Settings / Unit Types] on the main menu
2. 2Click on the new button
3. 3Enter [Dummy] into the [Name] field
4. 4Type [This is for dummy units only, such as unidentified lodgements. All units of this type should be excluded from all schedules] in the [Notes] field
5. 5Click on the save button

Editing a Unit Type

Update the name or categories of an existing unit type to keep your classification scheme accurate.

format_list_numberedSteps(7)

1. 1Click [Settings / Unit Types] on the main menu
2. 2Click on the first table row
3. 3Type [Apartment categories are aligned with lease schedule] in the [Notes] field
4. 4Add a new category to the unit type
5. 5Enter a name for the new category: Category 1
6. 6Click the delete button to remove the first category
7. 7Click on the save button

Deleting a Unit Type

Remove a unit type that is no longer in use. The type must not be assigned to any unit before deletion.

format_list_numberedSteps(4)

1. 1Click [Settings / Unit Types] on the main menu
2. 2Click on the first table row
3. 3Click on the delete button
4. 4You would click [Delete] on the confirmation dialog