View Occupants in Facility

The occupancy tab in the Facilities module shows occupancy information for the facility selected. To view occupancy information for an entire institution, select the top-level facility before selecting the Occupancy tab. The Occupancy Summary window allows you to select the date to display information. This control is not related to the display date at the top of the Facility Tree.

Use the following procedure to view occupants in a facility from the Occupants in Facility tab:

1.  From the Facilities section of the Facilities menu, select Manage Facilities.

2.  From the Facility Tree, click on a facility to select the facility to view. If necessary, expand the tree by clicking on the expand icon  for the desired parent facility.

3.  Select the Occupants in Facility tab.

4.  In the Show Details menus, select the date range of the occupant information to be displayed. If necessary, first select a Term to auto-fill the date range.

Note: The Term drop-down menu is only used to select a date range that corresponds with the term. Users are not limited to only viewing occupant information by term dates.

5.  To include occupants in overflow spaces, check the Show Overflow check box.

6.  To include the occupants information in the facility occupants list, check the Show Occupants Info check box.

7.  Click View. The Facility Occupants list will be displayed. For each facility, the following information is available:

•     Facility name

•     Number of Open Spaces

•     Number of Occupants

8.  To see a list of occupants for any facility entry, click Show Occupants. The List of Occupants section table will be displayed. For each occupant, the following information is available:

•     Contract Number

•     Contract Status

•     Patron Name

•     Patron ID

•     In Room From (occupancy start date)

•     In Room To (occupancy end date)

To view the contract details for a patron, click View Contract next to the patron entry. To see more details or make changes to the contract, click Go to Contracts. The patron’s Contracts tab, in the Patron module, will be displayed. To return to the Facilities module, click the Return to Facilities link at the top of the page.

When finished viewing occupants, click Close.

To view the patron’s attributes, click Go To Patron Attributes. The patron’s Attributes tab, in the Patron module, will be displayed. To return to the Facilities module, click the Return to Facilities link at the top of the page.

9.  When finished viewing occupants, click Close.