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How to Manage Estate Units

The Units Management Board provides an overview of the units belonging to an estate.

You can search for units, filter the list, sort the results, and use the available actions for individual units.

Open Units Management Board​

  1. Open the estate you want to manage.
  2. Select Units Management Board.
  3. The All Estate Units page opens.

The estate name is displayed below the page title.

Search for a unit​

Use Search Units to find a specific unit.

The search field supports searching by:

  • Unit type
  • Address

Enter a relevant unit type or address in the search field.

Filter units​

The Units Management Board provides filters for narrowing the displayed units.

Unit Type​

Use Unit Type to filter units according to their property type.

The default option is:

All Unit Types

Availability​

Use Availability to filter units based on their availability.

The default option is:

All Units

Listing​

Use Listing to filter units according to their listing status.

The default option is:

All Listings

Sort units​

Use Sort By to change the order in which units are displayed.

The default option shown is:

Default Order

Unit information​

The units table displays information including:

  • Date Added
  • Type
  • Address
  • Availability
  • Fee
  • Admit
  • List
  • Actions

Date Added​

Shows when the unit was added to the estate.

Type​

Shows the unit's property type.

Address​

Shows the unit's address.

Availability​

Shows whether the unit is currently available or unavailable.

Fee​

Shows the rental fee associated with the unit.

Admit​

The Admit option is used to begin the process of admitting an occupant to an eligible unit.

See How to Admit an Occupant.

List​

The List option provides the available listing action for the unit.

Actions​

The Actions column contains the available actions for an individual unit.

note

Available actions may depend on the current state of the unit.

Managing units efficiently​

For estates with many units:

  1. Search by unit type or address.
  2. Apply an availability filter.
  3. Apply a listing filter where necessary.
  4. Use Sort By to organize the results.
  5. Use the relevant unit action.

This makes it easier to locate a particular unit without manually reviewing the entire table.