OmniPM

Departure Checklists

What the move-out confirmation email asks residents to do before they leave

Departure Checklists (/admin/move-out-checklists)

When a resident files a move-out notice, or staff record one for them, the resident receives a confirmation email. Below the notice details it carries a departure checklist: what to do before leaving the room. This screen decides what that checklist says and which buildings get which one.

The rest of the email is fixed. Only the checklist is edited here.

Which checklist a move-out gets

Each checklist applies to a Property Type (apartments, sharehouses, or any) and, under Which buildings, either to all buildings of that type, including ones added later, or to Only the buildings I choose. When more than one checklist matches a building:

  • a checklist for chosen buildings beats one for a whole property type;
  • between two equally specific checklists, the higher priority wins;
  • if they are still tied, the most recently edited one is used, and the list warns you about the tie.

A building that no checklist matches gets none: its move-out emails go out without a checklist. The list shows which buildings are in that situation, and the Which buildings table on each checklist shows what every building will get.

A checklist whose Active box is unticked is never used.

Editing a checklist

  • Title and intro open the checklist. Every text has an English and a Japanese field; the email prints English first, then Japanese.
  • Sections hold the items. Numbered list prints them as 1, 2, 3…; Paragraphs prints each item as its own paragraph, for longer explanations such as bedding disposal. Use the arrows to reorder sections and items.
  • Leave one language empty and that line is printed in the other language only. The editor tells you when a line prints in one language only.
  • Write **bold** to make words bold. Nothing else is formatted.

Show only if…

Any section or item can be printed only in some cases: only in some buildings, only for apartments, only when the resident has co-occupants, and so on. Click Show only if… and build the condition the same way as in a contract template. The chip then reads "Printed only if: …". Clear it to print that part for everyone again.

Preview

Choose a building to see this checklist as a resident there would get it, in both languages, with every condition applied and your unsaved changes included. It shows this checklist at any building you pick; whether that building actually gets this checklist is what the Which buildings table says. The preview uses a sample resident, so a condition about the resident (co-occupants, a legal representative) shows how it prints for that sample.

Quick answers

  • Why did a resident get no checklist? No active checklist matches their building. Open the list: it names the buildings that get none.
  • Why is the bedding section missing for one building? Open the checklist and look at the section's "Printed only if" chip.
  • Can I change the rest of the email? No. The notice details and the closing text are fixed; only the checklist is editable.

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