Tenant Tasks

This grid will show tasks that have been assigned to tenant members.  

NAVIGATION: ACTIVITIES menu > Tenant Master

  1. Tenant Number: select a tenant using their Tenant Number or leave this field blank and select a tenant using their last name.
  2. Last Name: select a tenant using their Last Name or use the Tenant Number field.
    1. First Name: When a valid tenant has been selected, their First Name will be displayed.
    2. Middle Initial: When a valid tenant has been selected, their Middle Initial or name will be displayed.
  3. The tenant name and number from the Tenant Master header will be displayed in:
    1. Red (read only)
    2. Green (edit mode)
    3. Black (program is not using enhanced edit and the file can be changed)
    4. Blue (an archive copy is open).  
    5. The header information may not be changed in this area.

NAVIGATION: Quick Links > Tasks

  1. The following columns are shown in the grid:
    1. X - This column contains a check box.  Clicking in the text box will insert a check mark and enters the current date in the completed column.  Removing the check mark will remove the completed date.
    2. Completed - This field is automatically filled in with a current date when a check mark is entered in the X column.
    3. Description - Enter a description of the task assigned to the household member.
    4. Sent - Enter or select the date the member was notified, sent a letter, or assigned the task.
    5. Comment - Enter a comment regarding the task.
    6. Member Information - Select a valid household member from the list.
  2. Add Group of Tasks: click the button to add the preset grouped tasks
  3. Select Category: select one of the options to filter the list of tasks
    1. All Categories
    2. Annual Reexam
    3. Global
    4. Interim Reexam
  4. Archive Tasks: Click the button will remove tasks that have been checked and dated as completed from the grid.
  5. Print Task Listing: Click this button to open a preview/print info box where you may select Preview, Print, Print Setup or Cancel options for the report.
  6. To delete a task, click in the line you want to delete. Click DELETE
  7. Click CLOSE to return to the Tenant Master

8/2023

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