Resident Validation for System Setup

Resident Validation for System Setup

Validation Rules for Residents

• First Name: This field is required.
• Middle Name: Leave this field blank if the data is unavailable.
• Last Name: This field is required.
• Phone: Enter a valid phone number in one of these formats: 555 555 5555, 5555555555, 555-555-5555, or (555) 555 5555.
• Email: Enter a valid email. If there is no email, use [email protected].
• Type: Choose either "Primary" or "Secondary." Primary residents are Heads of Household, while others (e.g., co-applicants) should be marked as Secondary.
• Is Section 8: Specify "Yes" or "No."
• Gender: Use one of the following options: "Male", "Female", or "Other."
• DOB (Date of Birth): Enter the date in the format: MM/DD/YYYY or M/D/YYYY.
• SSN and Alien Registration: At least one of these fields is required. If one is filled out, the other must remain blank.
• License Number: Leave this field blank if it is unavailable.
• License Issue State: If provided, it must be one of the following valid state codes: AL, AK, etc. (see the complete list below).
• Ethnicity: Choose one of the following options: "Hispanic or Latino", "Member Did Not Specify", or "Not Hispanic or Latino."
• Race: Select from the following options: "American Indian or Alaska Native", "Asian Indian", "Chinese", "White", "Other", etc.
• Is Student: Specify "Yes" or "No."
• Lease Start: This field represents the lease's start date. Enter the date in the format MM/DD/YYYY or M/D/YYYY.
• Lease End: This field specifies the lease's end date. Ensure to use the format MM/DD/YYYY or M/D/YYYY.
• Initial Move-In Date: Record the resident's first move-in date in the format MM/DD/YYYY or M/D/YYYY. This date may differ from the lease start date.
• Lease Price: This field records the agreed-upon monthly lease price as a numeric amount. Ensure a valid dollar amount is entered (e.g., 1500.00).
• Rental Assistance: Enter the amount of any assistance applied to the lease, if applicable, as a numeric value (e.g., 300.00). For leases without assistance, leave this blank.
• Building: Provide the name of the building where the unit is located. Ensure that the building name already exists in the system or is listed in the System Setup Workbook.
• Unit: Specify the unit number. Ensure the unit is already created in the system or present in the System Setup Workbook.

State Codes for License Issues

If "License Issue State" is provided, it must match one of these valid codes:

Helpful Tips

• Ensure all required fields, such as First Name and Last Name, are correctly filled out.
• Double-check optional fields like Phone, Email, and License Information for accuracy.
• Use the proper format for all fields, including date, phone numbers, and email addresses.
• Ensure that SSN and Alien Registration fields are mutually exclusive (only one can be filled).