How to start a tenancy

1. Click on Applications under Housing to view all current applications.
2. Search or find the application you wish to start a tenancy for.
   
   
   
3. Click Application in the business process ribbon at the top.
   
   
   
4. Click Next Stage.
5. Click the orange circle Create Tenancy. The tenancy start date box will appear, add the tenancy start date here.
   
   
   
6. Click save on the record.
7. In the top bar, select Create Tenancy.

Note: The tenancy is not activated, the status will say 'new', and it is ready for the next steps.

How to Complete items on the Tenancy Checklist in Zavanti.

This will display all tasks that have to be completed before the system will allow the Tenancy to be activated. You must work your way through the checklist to activate the tenancy.

If you cannot see the checklist, select the three dots on the right-hand side to see more options. Select checklist from the options presented.

1. Click on the CHECKLIST tab.
2. The next steps will show you how to complete the following:
   • Ingoing tenancy inspection
   • Schedule Welcome Home Inspection
   • Routine Inspection Frequency
   • Tenancy Contribution (Rent) has been set up
   • Bond has been set up
   • Keys provided to Tenant / Client
   • Expected Payment Day
   • Tenancy Agreement signed and saved to SharePoint

How to add tenant rent contribution

1. Click on Tenancies under Housing to view all current Tenancies.
2. Search or find the Tenancy you wish to add rent for.
   
   
   
3. Go to the RENT & BALANCES tab.
4. In the first table - Rent payable updates click on the ellipsis and select + New Tenancy Rent Update.
   Note: You will receive a ‘check payment split warning’ box, press yes
   
   
   
5. Complete the following:
   • The start date for when rent will apply (i.e. as from the tenancy start date)
   • Type
   • Tenant Contribution (IRR received from BOS)
6. Save & close.

How to add tenant bond

Note: You must enter the rent first, as the bond is calculated of 4 weeks rent.

1. Click on Tenancies under Housing to view all current Tenancies.
2. Search or find the Tenancy you wish to add rent for.
3. Click on the BOND tab.
   
   
   
4. In the second table, click + New bond transaction.
5. Enter:
   • Transaction type: 'Bond charge to tenant'
   • Date
   • Amount
6.  Save & Close.

How to record handing over keys to the tenant

1. Click on Tenancies under Housing to view all current Tenancies.
2. Search or find the Tenancy you wish to record key handover for.
3. Go to KEYS.
   Note: If you cannot see this tab in your options, click the three dots for more.
4. Click + New tenancy key register.
   
   
   
5.  Enter the following:
   • Description of Keys/Recipient
   • Customer received Keys start date
6. Save and close.