Annual Cycle Management

Overview - Create ✨ / Update ♻ / Review 👀

This page is intended as a checklist of Mercury items that should be created (✨), updated (♻), and/or reviewed (👀) as processes transition from one year/term to another.

While this page is intended as a helpful guide, each instance of Mercury is configured differently, so your processes and related settings may vary.

Housing Application(s)
Create ✨	Update ♻	Review 👀
Application Period(s) Term Dates Contracts (new or new versions) Named Roommate Group Types	Template Data Template Step Content: Header Components Template Step Content: Editor Components Template Step Content: Named Roommate Group Components Web Payment Items (App Period / Term associations) Pre-filtered Dynamic List(s) (if applicable) Related Custom Field Values (if applicable)	Template Finish Processing Finish Navigation (and conditions) Finish Emails (and conditions) Custom Processing (and conditions) Workflow* (and conditions) *uncommon Template No Access Processing Advanced Link Components (esp. on Landing Pages) Filters Nominated Bed Space Lists Nominated Plan Lists Template Availability Schedules Sort Order Manage Bed Space and Plan Lists on Template Conditional Template Steps Conditional Template Components Related Configured Operations Conditions Field Settings Context Data
Room Selection Additional Resources: Self-Assign Video Series 🎬
Create ✨	Update ♻	Review 👀
Term Dates Rate Configurations Schedules Contracts (new or new versions) Named Roommate Group Types	Template Data Template Step Content: Header Components Template Step Content: Editor Components Template Step Content: Named Roommate Group Components Related Custom Field Values (if applicable)	Template Finish Processing Finish Navigation (and conditions) Finish Emails (and conditions) Custom Processing (and conditions) Template No Access Processing Advanced Link Components (esp. on Landing Pages) Bed Space Configurations Plan Types Filters Nominated Bed Space Lists Nominated Plan Lists Template Availability Schedules Sort Order Manage Bed Space List on Template Manage Plan List on Template Conditional Template Steps Conditional Template Components Related Configured Operations Conditions Field Settings Context Data
Move-In Additional Resources: Moving Time Slot Example Process ⏲
Create ✨	Update ♻	Review 👀
Moving Schedule Type Moving Time Slots	Template Data Template Step Content: Header Components Template Step Content: Editor Components Template Step Content: Moving Time Slot Confirmation Component Operation: InstaGrid(s) used as Time Slot Confirmation merge token Pre-filtered Dynamic List(s) (if applicable) For example, a "Ready to Check-In" list Related Custom Field Values (if applicable)	Template Finish Processing Finish Navigation (and conditions) Finish Emails (and conditions) InstaGrid(s) used as Confirmation merge token Custom Processing (and conditions) Template No Access Processing Advanced Link Components (esp. on Landing Pages) Filters Template Availability Schedules Conditional Template Steps Conditional Template Components Related Configured Operations Conditions Field Settings Context Data
Move-Out Additional Resources: Moving Time Slot Example Process ⏲
Create ✨	Update ♻	Review 👀
Moving Schedule Type Moving Time Slots	Template Data Template Step Content: Header Components Template Step Content: Editor Components Template Step Content: Moving Time Slot Confirmation Component Operation: InstaGrid(s) used as Time Slot Confirmation merge token Pre-filtered Dynamic List(s) (if applicable) For example, a "Pending Check-Out" list Related Custom Field Values (if applicable)	Template Finish Processing Finish Navigation (and conditions) Finish Emails (and conditions) InstaGrid(s) used as Confirmation merge token Custom Processing (and conditions) Template No Access Processing Advanced Link Components (esp. on Landing Pages) Filters Template Availability Schedules Conditional Template Steps Conditional Template Components Related Configured Operations Conditions Field Settings Context Data
Inspections Additional Resources: Roundtable 🎬 | Health & Safety Inspections 🎬 | Training PowerPoint 💻
Create ✨	Update ♻	Review 👀
	Template Data Template Step Content: Header Components Template Step Content: Editor Components Template Step Content: Inspection Components Operation: Inspection Operation(s) Settings Pre-filtered Dynamic List(s) (if applicable)	Inspection Rating Lists Inspection Fields Inspection Definitions Template Finish Processing Finish Navigation (and conditions) Finish Emails (and conditions) Custom Processing (and conditions) Template No Access Processing Advanced Link Components (esp. on Landing Pages) Filters Template Availability Schedules Conditional Template Steps Conditional Template Components Users & Roles (permissions) Related Configured Operations Conditions Field Settings Context Data
Fee Assessment / Billing
Create ✨	Update ♻	Review 👀
	Interface - Export Finance - Terms Operation: Fee Assessment (if using preconfigured version)	Rate Configurations Term Dates Bed Space Bookings Bed Space Booking Rates Plan Bookings Plan Booking Rates Filters Export Finance Task Schedule Users & Roles (permissions) Related Configured Operations Conditions Field Settings Context Data