It is possible to transfer existing Compliance Documents when transferring a resident from one community to another, or readmitting a resident to the same community.
The transfer of compliance documents occurs when the resident is in the Applicant stage of the transfer process. A yellow banner will appear near the top of the resident profile page if there are any documents that require review or can be transferred.
Either click "Review Compliance" or scroll down and open the Compliance Documents tab. A list of transferable compliance documents will display. A compliance item that matches in name between communities will be pre-selected as the best option.
Select the checkbox on the left of the table to map a compliance item. Then, on the right, in the dropdown, select the new item to which the original compliance item should be associated.
If multiple versions of a compliance documents had been uploaded over time, only the most recent version will transfer to the new profile.
If there is no corresponding compliance item that exists in the new community, choose the option "Miscellaneous Documents" in order to save it in the Miscellaneous Documents section on the resident's new profile.
There is also a Miscellaneous Documents section displaying documents that can be transferred from the resident's profile at the originating community to the resident's profile at the new community.
Once all relevant documents have been mapped for transfer, click the "Transfer Only Selected Documents" button. The transfer of documents will be completed.
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