Housing- Release Notes 1.11.0 Improvements - Part 2 – Application Development Group (EUR-IO/EX/RSC)

Pre-requisites: n/a

Topics Covered

Improvements for:

Pending Delegated User

Email Notifications

Inspection Portal

Target Users
All Users

Required Permissions
Local administrator Role

Inspection Administrator Role

Atlas Housing Improvements

Pending Delegated User Improvements

This request must be done by the USDH; Local administrators will only approve, reject or delete the request.
USDH can request access from their EFMS to Atlas Housing
EFMs won't be able to perform any changes
They can get access with they state.gov account (if any) or agency or non-state (personal email account)

In order to do this, USDH must follow the steps below:

In the Resident Portal, click on their name on the right top corner of the screen
Click on Delegated User
Click on Delegate Household member
Click on Request Delegate Account

Once these steps are completed, Post Local administrators will be able to accept, reject or delete the request

Local administrators must access to:

Configuration Menu
Click on Pending Delegate Users
Approve, reject or delete the request depending on specific circumstances

Right after that, EFM will receive an email notification in order to active his/her Okta Account.

For more information, please click on: Okta account activation for Delegated Users

Email Notifications Improvements

Post Local administrator can customize an email for all outgoing email notifications for Post

In order to customize Post's email signature, local administrators must follow the instructions below:

Configuration Menu
Click on " Manage Email Templates"
Click on "Update email signature"
Customize your signature
Click on "Save Changes"

Inspection Portal Improvements

Creating Inspection Report

Inspection and local administrators will be able to create Inspections report per house

In order to do this, please see images below:

Access to the Inspection Portal
Click on Find Residences
Find by Name and Address
Click on Go to Inspection

Next you will find all the inspections related to this property in alphabetical order.

In order to get an inspection, report you may click on the "report icon" highlighted below

Once Inspection and local administrators can add as many email addresses as they need.

They can select it from the User Groups created for the Processes (Make Ready, Commissioning and Decomissioning) and add any additional people such as the landlord and other service providers at Post (RSO, POSHO, FAC) etc.

State, non-state and personal email accounts can be added, and everyone will receive the same email.

In order to add emails, please follow the instructions below:

Recipients
Add Email groups
Add Email addresses
Click on "Add" to make sure emails addresses have been selected, it will be displayed on the right side of the screen under "Email list"

Inspection and local administrators may select the issue or issues they want to include in this report, adding a check mark to the box right next to title of the issue.
They can also add additional comments and instructions as needed
In order to send the email, they should click on "Save and Send Email"