Establish unit and tenancy context
Record facility, unit, observed condition, supplied agreement reference, stated start and end context and responsible site owner.
Workflow blueprint
Self storage records should separate tenancy authority from access events
A unit-and-access evidence board, without gate control, occupancy optimisation, tenant screening, insurance administration or lien enforcement.
Connect a unit identity and readiness observation to the supplied tenancy period, authorised parties, issued devices, reported access events, incidents, move-out evidence and human availability decisions.
TL;DR — Connect a unit identity and readiness observation to the supplied tenancy period, authorised parties, issued devices, reported access events, incidents, move-out evidence and human availability decisions.
Issue and return access devices
Track physical keys, locks, cards or codes as custody references while leaving activation and access control to external systems.
Reconcile events and exceptions
Compare reported entries, failed attempts, authorised-party changes, maintenance holds and incidents without deciding whether access was lawful.
Review move-out and readiness
Preserve return evidence, remaining property question, condition observations, device status and the named decision about further review or availability.
Page-specific decision aid
A unit tenancy and access event reconciliation board with device custody, incident and readiness decisions
The board follows unit B-214 through an inspection note, supplied tenancy start, two authorised parties, a key handoff, a failed-entry report, temporary maintenance hold, replacement-lock custody, move-out notice, property-left-behind question, device return and a delayed readiness decision.
- ✓A tenancy date is not a gate instruction.
- ✓An access event is not proof of identity.
- ✓An empty unit is not automatically ready.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Tenancy records and access-system events keep separate sources
- ✓Device custody identifies issuer holder and return state
- ✓A move-out date cannot automatically mark a unit ready
- ✓Gates occupancy screening payments insurance notices liens auctions and security excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow