Understanding the tenancy status and journey

The tenancy journey is reflected by their status within Arthur. This article shows you where to change a status and list all statuses that are incorrectly matched to your tenancy dates.

This arcticle looks at:

  1. Manually updating of the status
  2. Automatically updating the status

The different statuses are:

  • Prospective – A tenancy that has applied to move in, but they have not signed contracts etc. E.g. they are going through referencing or have put down a holding deposit
  • Approved – A tenancy that is waiting for its move in date
  • Current – A tenancy currently in its fixed term, as stated in the contract
  • Periodic – A tenancy on a rolling contract, with no set end date
  • Ending – A tenancy with the property manager or tenant have given notice and there is a set end date
  • Past – A tenancy that has been completed
  • Rejected – Defined as a tenancy entered in error or a failure to move in

An”expiring” tenancy is NOT a status, but a reminder of a contract end date approaching. This article is linked to expiring tenancies.

**Switching tenancies can be done by the operator or by Arthur. The tenancy status will update the unit status automatically

tenancy-status-journey

Manually changing the tenancy status individually

a) Go to: Select tenancy > More > Update status

Manual-tenant-status-changes

b) Tenancy index page > Menu > Update status

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Manually changing the tenancy status in batch

tenancy-status-batch-updates

Automatically changing the status

If you want Arthur to take care of your tenancy status, then you have an option to automate it from Settings > Tenancy setting.

To run your automated actions when the status changes ensure that “automatically set this action to checked when listed” is pre-ticked to run from Settings > Automated Events> Actions.

automatic-tenancy-status-change

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*Users in Scotland should automate the move from Current to Periodic.

View Incorrect Tenancy Statuses

This identifies a status that does not match the start or end dates

incorrect-tenancy-status

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