Tenant Scheduling - Scheduling Grid

This process will pull tenants, whose reexamination date falls within the entered range, into the grid. Appointment dates and times may be entered in the grid for the selected tenants. Letters may be sent to the tenants regarding their appointment date and time using Batch Letters and Forms.

NAVIGATION: PROCESSES menu > Scheduling Grid

  1. Case Worker
    1. Enter or select a caseworker code for the report.
    2. This field may be left blank to include all caseworkers or if caseworkers are not assigned to tenants.
  2. Name: If a valid caseworker is selected their name will be displayed in this field.
  3. Next Reexamination From: Enter or select a beginning date for the reexamination range.
  4. To: Enter or select an ending date for the reexamination range.
  5. When selection criteria is entered, the Scheduling Grid will be populated with tenant information from the Tenant Master.
  6. The grid contains the following columns:
    1. Appointment Date
    2. Time
    3. Last Name
    4. First Name
    5. Project
    6. Unit
    7. Tenant
    8. Next Re-Exam
  7. Enter appointment dates and times for applicable tenants shown in the grid.
  8. Grid lines are saved automatically as the cursor is moved to the next line.
  9. Search Name: Entering part or all of a tenant's last name, will bring tenants with the same or similar last names into the window view.
  10. Default Appointment Date
    1. Enter or select a date for appointments.
    2. In the grid, the default date is entered in the appointment date column with keystrokes Alt + D.
    3. Information entered in the grid is automatically saved when tabbing or entering to another line.
  11. Rebuild Grid: After entering selection criteria, press the Rebuild Grid button to rebuild the information displayed within the grid.

12/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388