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Using the system to automatically update the tenancy status

This article must be used in conjunction with understanding tenancy status

There are two ways to approach this:

  1. Set up Arthur at a portfolio level to automatically switch status
  2. Set up Arthur to switch status based on a set of conditions

** THESE MUST NOT BE USED IN CONJUNCTION WITH ONE ANOTHER. CHOOSE ONE ROUTE ONLY

Set up Arthur at a portfolio level to automatically switch status

This is useful if you apply the same business decisions to a status change across the portfolio

The workflow for this can be seen below

automatic-tenancy-status-change

To set this up go to prefrences>tenancies>tenancy status

 

Please note the switch to past is either on end date or move out date but can`t be on both

 

Set up Arthur to switch status based on a set of conditions

This is the preferred method for those portfolios that are mixed and where a specific tenancy type and subtype behave differently from one another. In the example below, there are two scenarios in this portfolio when dealing with tenancies that are coming to an end.

  1. All residential tenancies with a tenancy subtype Student need to go from current to ending 30 days before the end date of the contract.
  2. All residential tenancies with a tenancy subtype Professional need to go from current to periodic 1 day before the end date of their tenancy

This section is linked to understanding customized triggers  Please read this first and then move on to below

 

1. Students need to go from current to ending 30 days before the end date of the contract.

Set the trigger and the conditions

 

Create the action to update the status field to ending

2. Professional need to go from current to periodic 1 day before the end date of their tenancy

Set the trigger and conditions

Create the action to update the tenancy status

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