Compliance Automatic Tenant Data Upload on the MITAS Internet Property Management site

Transcription

1 Slide 1 - Title on the MITAS Internet Property Management site Page 1 of 45

2 Slide 2 - Objectives Section One Objectives In this section you will learn how to automatically upload tenant data from the property manager to the agency using the MITAS Internet Property Management site. An interactive simulation will demonstrate how to do this. Page 2 of 45

3 Slide 3 - Scenario Scenario Sara, a property manager calls you... "Hi Becky, I'm trying to upload my tenant data automatically to the agency using the MITAS Internet Property Management site for the first time. How do I do this?" Let's find out how we can help Sara. Page 3 of 45

4 Slide 4 - Concept How to Upload Tenant Data It is easy to upload tenant data to the agency using the MITAS Internet Property Management site. In order to do this, you must first login as either a Property Manager or Property Manager - Compliance. Then you retrieve the property from the Property / Project screen. You choose the Transactions Upload option, and the Transactions Upload page is displayed. Input the Path and File Name to upload, and press the Upload button. Once your data has been uploaded, you review the tenant data and then input additional information as required by your agency. Page 4 of 45

5 Slide 5 - Simulation Simulation Uploading Tenant Data The following simulation takes you through the steps needed to upload tenant data using the MITAS Internet Property Management site. You will be shown the appropriate steps to follow. Page 5 of 45

6 Slide 6 - Slide 6 Select the Address text box. Type in the web site address of the MITAS Internet Property Management site. This address may vary based on the type of information you are trying to access, and will vary based on the agency for which you are working. Page 6 of 45

7 Slide 7 - Slide 7 Press Enter key Page 7 of 45

8 Slide 9 - Slide 9 Select the Web Profile combo box The MITAS Internet Property Management Login page appears Page 8 of 45

9 Slide 10 - Slide 10 Select the appropriate Property Manager item (Property Manager or Property Manager - Compliance) Depending on the way your agency is set up, there are two valid Property Manager items that you could choose: Property Manager or Property Manager - Compliance. A Property Manager can view and input data for both compliance and financials. A Property Manager - Compliance can view and input data for only tenant information. Your agency may have established both types of property manager items or only one option may be valid. Page 9 of 45

10 Slide 11 - Slide 11 Select the Property Manager Number text box, and input the appropriate number The Property Manager Number is the company or agency number. You cannot view or input data for more than one company or agency at a time. Page 10 of 45

11 Slide 12 - Slide 12 Select the Username text box, and input your username (do not use an administrator username) Page 11 of 45

12 Slide 13 - Slide 13 Select the Password text box, and input your password. Passwords are case sensitive. Page 12 of 45

13 Slide 14 - Slide 14 Click the Login button Page 13 of 45

14 Slide 16 - Slide 16 The Main Menu page appears Select the Property/Project Detail menu item Page 14 of 45

15 Slide 18 - Slide 18 The Property/Project Information page appears Select the Retrieve Property text box, and input the Property Number For security reasons, you must know the property number for which you are trying to create a transaction Page 15 of 45

16 Slide 19 - Slide 19 Click the Retrieve button Page 16 of 45

17 Slide 21 - Slide 21 The Property/Project Information page appears with the property data Verify the property address information is correct. If the information is not correct, contact the agency. Click the Transactions Upload button to upload tenant data Page 17 of 45

18 Slide 23 - Slide 23 The Transaction Data Upload page appears Page 18 of 45

19 Slide 24 - Slide 24 Select the Path and File Name to Upload text box, and input the path and file name of the file containing the tenant data. If you do not know the path and file name, click the Browse button to search for the file. The file containing the financial data to be uploaded must be saved as a CSV (comma delimited) file type. This is a common file type option available when a saving a file using a spreadsheet. Page 19 of 45

20 Slide 26 - Slide 26 Select the Look in combo box Page 20 of 45

21 Slide 27 - Slide 27 Select the appropriate path location item Page 21 of 45

22 Slide 28 - Slide 28 Select the appropriate.csv item Page 22 of 45

23 Slide 29 - Slide 29 Click the Open button Page 23 of 45

24 Slide 30 - Slide 30 Click the Upload! button Page 24 of 45

25 Slide 32 - Slide 32 The Data Import Interface page appears Click the Process Now button Page 25 of 45

26 Slide 34 - Slide 34 The Tenant Information Upload Completion page appears Select the this link link to view the transaction upload error report Page 26 of 45

27 Slide 35 - Slide 35 The Report Browser window opens Page 27 of 45

28 Slide 36 - Slide 36 The Tenant Data Upload Error Report is automatically displayed in PDF format. You can print the report as you would any PDF document by clicking the Print button on your Internet browser. Click the Close button when you are finished reviewing the error report Page 28 of 45

29 Slide 37 - Slide 37 The Tenant Data Upload Completion page appears Page 29 of 45

30 Slide 38 - Slide 38 Click the Back button or Main Menu button when you are finished Page 30 of 45

31 Slide 39 - Slide 39 The Main Menu page appears Select the Property/Project Detail menu item From here, you can review the tenant data that was just uploaded or continue with other tasks. How to View Uploaded Tenant Transactions The tenant transactions that were uploaded can be viewed on the Tenant Transaction page. To view the transactions, choose the Property/Project Detail menu item. Retrieve the property from the Property/Project screen. Choose the Move-In/Move-Out option. Then choose the corresponding Building and Unit. Next, click the Refresh button to display the unprocessed transactions. Finally, choose the corresponding tenant to verify the tenant information was uploaded correctly. Page 31 of 45

32 Slide 40 - Slide 40 The Property/Project Information page appears Select the Retrieve Property text box, and input the Property Number For security reasons, you must know the property number for which you are trying to view a transaction Page 32 of 45

33 Slide 41 - Slide 41 Click the Retrieve button Page 33 of 45

34 Slide 43 - Slide 43 The Property/Project Information page appears with the property data Verify the property address information is correct. If the information is not correct, contact the agency. Click the Move-In/Move-Out button to view unprocessed tenant data Page 34 of 45

35 Slide 44 - Slide 44 The Tenant Transaction page appears Select the Building combo box Page 35 of 45

36 Slide 45 - Slide 45 Select the appropriate building number item Page 36 of 45

37 Slide 46 - Slide 46 Select the Unit combo box Page 37 of 45

38 Slide 47 - Slide 47 Select the appropriate unit number item Page 38 of 45

39 Slide 48 - Slide 48 Click Retrieve button to refresh the page with the unprocessed transaction data for this building and unit Page 39 of 45

40 Slide 49 - Slide 49 The new transactions that have not been processed by the agency are shown on this page for this building's unit. The transactions that were automatically uploaded (as well as any manually input) are displayed until the agency has processed them. Select the appropriate tenant transaction link Page 40 of 45

41 Slide 50 - Slide 50 The Tenant Information page appears Page 41 of 45

42 Slide 51 - Slide 51 Verify the tenant information, making any necessary changes. You can also add or delete information as needed. Page 42 of 45

43 Slide 52 - Slide 52 Click the Submit button when you have finished verifying and/or changing data for this tenant. Page 43 of 45

44 Slide 53 - Slide 53 The Tenant Transaction page appears From here, you can verify other tenant data, logoff the system or continue with other tasks. Page 44 of 45

45 Slide 54 - End Congratulations! You have completed on the MITAS Internet Property Management site. Page 45 of 45