Open a Batch of Certifications
Be sure to review the directions or contact the Horizon Help Desk prior to using this feature.
NAVIGATION: PROCESSES menu > Global Updates > Create Global Tasks
- Area Number: enter or select the area
- Community Number: enter or select the community
- A community cannot be selected if the Area Number was left blank.
- Select Date Fields to Compare: Check both of the following options:
- Next Re-Exam Date
- Next Flat Rent Review
- Enter or select a Start Date and End Date
- For example, if you wish to create certifications for tenants recertifying in September, enter 09/01/2022 and 09/30/2023
- Category Selection: select a Annual Reexam
- Auto Update Action and Dates: this box should be checked when opening a batch of certifications.
- Click START TASK CREATION
- The system will open the certifications. Press OK
- When the process is complete, the system will find all tenants with a next reexam date within the specified date range. The system will automatically edit the tenant master in several places:
- The Effective Date will be changed to 09/01/2022
- The Action will be changed to Annual Reexamination
- The Next Reexam Date will be changed to 09/01/2023
- The Last Reexam Date will be changed to 09/01/2022
- The system will create a task under Quick Link > Tenant Tasks
- A yellow box, with the words In Process, will appear on the Main screen of the Tenant Master. This indicates that tasks need completed before the certification is completed.
7/2023