Create Global Tasks

This program is used to create global tenant tasks and open a batch of certifications for multiple households or members based on the selection criteria entered.

NAVIGATION: PROCESSES menu > Global Updates > Create Global Tasks

1. Area Number: enter or select the area
2. Community Number: enter or select the community
   1. A community cannot be selected if the Area Number was left blank.
3. Select Date Fields to Compare: Check mark one or both of the following options:
   1. Next Re-Exam Date
   2. Next Flat Rent Review
4. Start Date: enter or select a beginning date for the process range.
5. End Date: enter or select an ending date for the process range.
6. Category Selection: select a Category or leave at the default of All Categories.
   1. All Categories
   2. Annual Reexam
   3. Global
   4. Interim Reexam
7. Auto Update Action and Dates: this box should be checked when opening a batch of certifications.
8. Click START TASK CREATION

See Also: Open a Batch of Certifications

7/2023

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