Master Data Template Guide - Housing
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|Related Tabs||32 - Housing
32.1 - Room Allocation
32.2 - Housing Extra
The Housing module is used for Students who seek accommodation within the Educational Institution grounds.
This Master Data object currently has no External ID to be referenced to, and is Inserted based on the Students External ID or Salesforce record ID. When Updating, it is based on the created Housing Salesforce record ID.
Additionally, all Housing, Room Allocation, Housing Extra, and records related to Housing Module have no Names, but instead follow a sequence of automated generated numbers to keep track of records.
|Housing ID||Housing ID initially will be blank since no Housing record is created yet. Once those records have been created, only then you can extract the relevant record ID.|
|Student||The Student record that the Housing record will reference to. This can either be the Student's External ID or the Students Record ID. When doing Updates or Inserts, stick to a single chosen format every run.|
|Campus||The Campus record which the Housing record will reference to.|
|Building||The Facility record which the Housing record will reference to.|
|Apartment/Floor||The Facility (Apartment) record which the Housing record will reference to. Apartment also uses a Facility record but by referencing it to a Parent Facility record, it will be parked under that Facility record, to make it easier to keep track. Example:|
|Facility Sub-Type||Specify sub-type of the Housing record.|
|Status||Specify the status of the Housing record.|
|Arrival Date||The Students arrival date.|
|Departure Date||The Student's departure date from the Housing location.|
Room Allocation is a Related List Object that can specify a Facility Room for the Housing record if needed. This has to reference a Housing record, so it is best to Insert this after extracting the Record Id for Housing.
Just like Apartment/Floor from Housing, this Facility record for Rooms can be parked under the Facility record for Apartment/Floor.
|Housing ID||Specify the Housing record the Room Allocation will be linked to.|
|Start Date||Start date of the Room Allocation.|
|End Date||End date of the Room Allocation.|
|Status||Specify the status of the Room Allocation record.|
Housing Extra are extra allowances that go with housing, like meal plans, parking, Housing fees, etc.
|Housing ID||Specify the Housing record that the Room Allocation will be linked to.|
|Type of Extra||Specify the Type of Housing Extra.|
|Start Date||Start date of Housing Extra.|
|End Date||End date of Housing Extra.|
|Fee||Specify what type of Fee is associated with the record.|
|Status||Specify the status of the Housing Extra record.|
There are several other articles that explain the features of Housing including the Housing Wizard. Please take a look at the articles below for more information.