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Creating Housing Blocks

  1. Select the Housing Management application to open the Housing Inventory Management Dashboard.
  2. Select the product to which you want to add a Housing Block from the Housing Product drop-down menu.

    Click the Refresh button if the dashboard does not display all of the items that you expect to see.

  3. Click the Add Block button to open a new Housing Block record.

  4. Configure the following fields:
    • Enter the name for the new block in the Name field.
    • Enter the description for the block in the Description field.
    • Enter the name of the parent block in the Parent field, if you are creating a sub-block,.
    • The Type, Restriction Type, and Company fields are for tracking purposes only. If a hotel block is for a specify company, you can use these field to track that information, but your selections do not drive additional system functionality.
    • Enter the name of a contact person for the hotel in the Contact field. This links to the corresponding Persons record.
    • Enter the name of the hotel that corresponds to the block in the Hotel field. This links to the corresponding Companies record.
    • Enter the name of the Housing Product to which this block belongs. This field fills in automatically if you open the new Housing Block record from the dashboard.
    • Enter the Start Date and End Date for this block. These dates should correspond to the dates of an associated meeting.
    • Enter the Coordinator in the field provided. This field links to the corresponding Employees record.
    • Enter the Housing Transfer Type. This specifies the format of files created by the Housing Transfer wizard that can be sent to hotels for processing. For testing purposes, Aptify provides a Sample record. See Transferring Housing Information for additional information.

      Housing Blocks Record
  5. If you want to specify information about this block or the available options, click the Options tab and add details as necessary.
  6. Save and Close the record.

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