Tenants and resident records

How do I complete a tenant's required profile fields in LOXA?

Open the tenant record and fill every required custom field. The tenant profile shows no missing required fields.

LOXA Tenants and resident records screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Tenants and resident records workflow in your LOXA role.
  • Have the values defined by the organization ready before you begin.

Step by step

  1. Sign in to LOXA and open Tenants and resident records.

  2. Open the tenant record and fill every required custom field

  3. Enter or review the values defined by the organization.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the tenant profile shows no missing required fields.

What should happen

The tenant profile shows no missing required fields.

Open this workflow in LOXA