Revised: 09/27/2013
Go to Reports>>Unit Turnover Report
Step 1
This Report first cycles through the Tenant Management Unit Master for information
The report checks for units whose Unit Status is set to Available in the Unit Master
Then the report checks that the available Units were occupied within the date range entered for the report
Occupancy is determined by cycling through all of the tenants that have been in the unit. If any tenant's move in or transfer in date is within the date range entered for the report, the unit is selected for reporting.
At this point in the process we have the occupancy date.
Step 2
The report then finds the previous tenant by reducing the "tenant suffix" by one. This is done to determine the move out or transfer out date of the previous tenant. If no previous tenant is found, the report will use the EIOP date from the Tenant Management Unit Master as the starting date.
At this point in the report process we have the vacancy date, or the start date for a new unit being brought online.
Step 3
Next the report process will pull from Work Order History (Inquiries>>Work Order History) to determine Work Order information.
Work Order History is scanned in reverse for the unit in question and checks that:
The Work Order Date Completed is within the range of the Vacated Date to the Occupancy Date
The Work Order has the category of Prepare for Occupancy selected
This can be verified by checking Work Order Category setup in Maintenance Management (Maintain>>Categories)
The Work Order is not voided
From this the report determines the Work Order Date Requested, Start Date and Date Completed.
Note on Tolerance
The WO Tolerance amount entered when running the report allows the search for work orders to be extended by the number of days entered. For example if the vacancy date is 01/11/2012 and the occupancy date is 01/20/2012, the report will search for work orders in the range from 01/11/2012 through 01/20/2012. If a tolerance of 10 is entered the report will search for work orders from 01/01/2012 through 01/30/2012, adding 10 days to both ends of the search.
Note on Multiple Work Orders
If multiple work orders are found the report will use the earliest Work Order Requested and Work Start Dates and the latest Work Order Completed Date.
Note on Default Dates, if no work orders are found.
The system will highlight problems on the report with no work orders found. The Date Requested defaults to one day after the Vacancy Date and the Date Completed defaults to one day prior to the Occupancy Date.
Step 4
The report now determines the count of days for each interval. Important note, the Vacancy Date and Occupancy Date are both considered "rent days" and are not included days in the calculation, so keep that in mind when entering your dates.
The report then checks for exempt days in each of the date ranges and adjusts the calculation as needed.
1. Vacancy Date through Date Requested
2. Date Requested through Work Start Date
3. Work Start Date through Date Completed
4. Date Completed through Occupancy Date
Note on Calculations
Careful considerations is used in the formula for calculating the interval days. In general terms the Date Requested is counted in the calculation from Date Requested through Wrok Start Date, the Work Start Date is counted in the calculation from Work Start Date through Date Completed and the Date Completed is counted in the calculation from Date Completed through Occupancy Date. When dates match from one interval to another then additional adjustments are requested. An example would be if the Date Completed and the Occupancy Date are the same, then the completed date is not counted because the "Occupancy Date" is a "Rent Date" as stated previously and is not counted in the calculation.
Note: In order to have the OFF column on the report show days, the unit must have a status of "available" and a Start and End Date must be filled in on the Exempt tab in the Unit Master.
At the top of the view are the following Functions:
Help on Report (not activated in the Tenant Management program)
Select one of the following options for selections.
With a pre selection type of Community Based the following Community Selections will be available.
Enter or select an Area Number for the report or leave this field blank to get all area and community combinations on the report.
Enter or select a Community Number for the report or leave this field blank.
You cannot select a community number unless an area number has been selected.
Date information is relative to both Community and AMP Based selections.
Enter or select a beginning date for the report.
Enter or select an ending date for the report.
Enter the number of Days to extend the search by.
Select one of the output options at the top of the view to generate the report.
With a pre selection type of AMP Based the following AMP selection is available.
Enter or select an AMP code for the report or leave this field blank to generate a report showing all AMP code information.
When a valid AMP code is selected its description will be displayed in this field.
Date information is relative to both Community and AMP Based selections.
Enter or select a beginning date for the report.
Enter or select an ending date for the report.
Enter the number of Days to extend the search by.
Select one of the output options at the top of the view to generate the report.