Tenant Case Notes

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.
4. Go to Quick Links > Rent/FSS > Case Notes
5. The following columns are shown in the grid:
   1. Member Name
   2. Age
   3. Gender
   4. # of Goals
   5. # Completed
   6. Member #
6. Add Final Goal
   1. Description
   2. Goal Category
   3. Estimated Start Date
   4. Estimated End Date
   5. Click OK to save
7. Preview Form
8. Add to Envelope: FSS plan added DocuSign Envelope Interface
9. 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