Process Configuration Follow

    Topics Covered
  • There are three important processes that Posts and Consulates practice in order to have a successful transfer season: Commissioning Process, Make-Ready Process, and the Decommissioning Process. 
    Target Users
  • Housing Administrators
    Required Permissions
  • Residence Manager (min)
  • Local Admin

 

Process Configuration 

The first step in ATLAS Housing to start the 'Process Configuration' step can be done by creating 'User Groups'.

From the 'Configuration' menu select 'Process Configuration' and click on 'User Groups'. 

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On the 'User Groups' screen click 'Add', set the name of the group, add the members that will belong to the group, and click 'Save Changes'. 

Remember, to create groups then add group members. Members can be added to ATLAS Housing through 'Access Control' and assigning the required role.

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Once 'User Groups' are configured you may start 'Process Configuration' 

You may begin with any of the three processes, but we highly recommend you work in this order to be prepared for Transfer Season

 

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Creating Tasks 

In the 'Make Ready Template' click on 'New' and select 'Tasks' here you will be able to add the following information:

  • Name: This is the name of that Task, for example 'Pre-Departure Inspection' 

  • Assigned To: GSO, RSO - This will depend on the groups that were previously created, you can always create more groups if needed. 

Ownership Type: Any, Leased or Government Owned residence

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Email Notification Configuration 

When adding a Task you can customize email notifications. 

Notifications will be delivered to the groups assigned to that specific Task, you may select the type of notification: 'Task Assigned', 'Task Created', 'Task Completed', etc. 

You may also select the email notification receiver: 'Task Assignee', 'Incoming Occupant', 'Incoming Sponsor', or 'Social Sponsor' and customize the message. 

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Creating Events and Tasks 

You may create 'Events' for your processes, however, please remember once you create an 'Event' you cannot delete it. The Developers Team is currently working to create this future option. 

You may edits Tasks in the processes by clicking the three dots next to the Task, once you change the name or any other configuration piece click 'Update'. 

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Benefits of the Housing Processes Templates 

Besides editing you may also be able to: 

  • Edit the number of days that a Task or Event will take 
  • Move the order of the Tasks at your discretion and priority 


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