Pull Applicant to Section 8 Tenant Files - Welcome

Go to Processes>>Applicant to Tenant Wizard - Section 8

This program will move an Applicant from the Waiting List program into the Section 8 Tenant Management program.  The applicant's mailing address will automatically be updated with the unit address.

Note:

This is the same program that is available in the Section 8 module.

See Also:

Next

Click the next button to begin the process of moving in an Applicant.

Close

Clicking the close button will close the program without moving in the Applicant.

Pull Applicant Information to Section 8 Tenant Files - Applicant Information

Applicant Information

Application For

Enter or select the Application For code.  This is a required field.

Tracking Number

Enter or select the applicant's tracking number or use the Last Name to select the applicant.

Last Name

Enter or select the applicant's last name or use the Tracking Number to select the applicant.

If the applicant was selected using the tracking number, their last name will be displayed.

First Name

The first name of a selected tenant will be displayed.

Middle Name

The middle name or initial of the selected tenant will be displayed.

Check the Waiting List that the Applicant will be housed from:

In the grid, check the waiting list the applicant is moving in from.  

Back

Click the back button to return to the Welcome page of the wizard.

Next

Click the next button to continue with the move-in.

Close

Click the close button to close the wizard without moving in the Applicant.

Pull Applicant Information to Section 8 Tenant Files - Unit Information

Rent reasonableness information/fields are only available if the Section 8 Tenant Management module is setup to use Rent Reasonableness.

Click here to view the Applicant to Section 8 Process without Rent Reasonableness.

 

Rent Reasonableness Unit Information

Unit Number

Enter or select the rent reasonableness unit number or use the Street Name field to select the unit.

Street Name

This field will display the street name of a selected rent reasonableness unit.  If a unit has not been selected, enter or select the applicable unit.

Number

The street number of the selected rent reasonableness unit will be displayed in this field

City

The city of the selected rent reasonableness unit will be displayed in this field.

State

The state of the selected rent reasonableness unit will be displayed in this field.

Zip Code

This field will display the zip code of the selected rent reasonableness unit.

Unit Information

Project

Enter or select the project for the new unit.

Unit Number

Enter the new unit number, use the Assign button, or use the Unit Browse to select the unit.

Assign

Click the assign button to the right of the Unit Number field to have the program assign the next available unit number in the selected project.

Unit Browse

The unit browse will show all the units in the selected browse.  Go to the end of the list to see the last unit number used.  Close the browse and then enter the next unit number or use the Assign button.

Tenant Suffix

Enter the tenant suffix or use the Assign button to select the tenant suffix.

Assign

Click the assign button to the right of the Tenant Suffix field to have the program assign the suffix for the tenant.

Back

Click the back button to return to the Applicant Information screen.

Next

Click the next button to continue moving the applicant into the Section 8 module.

Close

Click the close button to close the program without moving in the applicant.

Pull Applicant Information to Section 8 Tenant Files - Landlord Information

Landlord Information

If the new unit had a landlord entered, the landlord will be displayed on this screen.  Landlord information may be changed.

Number

If a landlord is not shown, enter or select the landlord for the unit or use the Name or Sort Key fields to select the landlord.  If a new landlord needs entered, use the Add Landlord button to add the landlord.

This field will display the landlord number for the selected landlord.

Name

This field will display the name of the selected landlord.  If a landlord is not shown, enter or select the landlord for the unit or use the Add Landlord button.

The Number or Sort Key field may also be used to select the landlord.

Sort Key

This field will display the sort key entered for the selected landlord.  If a landlord is not shown, enter or select the landlord for the unit or use the Add Landlord button.

The Number or Name fields may also be used to select the landlord.

Add Landlord

Click the Add Landlord to begin the process of adding a new landlord in the Section 8 Landlord Master.

See Also:

When you have entered the new landlord and saved the file.  Close the Landlord Master and select the new landlord using the Number, Name or Sort Key fields.

Back

Click the back button to return to the Unit Information screen.

Next

Click the next button to advance to the Move-In Information screen.

Close

Click the close button to close the program without processing the applicant.

Pull Applicant Information to Section 8 Files - Move In Information

Move In Information

Move In Date

Enter or select the date the applicant is moving into the Section 8 unit.

Back

Click the back button to return to the Landlord Information screen.

Next

Click the next button to advance to the Finish screen.

Close

Click the close button to close the program without processing the applicant.

Pull Applicant Information to Section 8 Tenant Files - Finish

Back

Click the back button to return to the Move In Information screen.

Finish

Click the finish button to complete the move in process.

Close

Click the close button to close the program without processing the applicant.

 

 

 

 

 

Unit Information

Click here to return to the Applicant to Section 8 process information with Rent Reasonableness.

Unit Number

Enter or select the new unit number.  If the new unit has not been created, click the Add Unit button.

Address 1 and Address 2

Street address information that has been entered for the selected unit will be displayed.

City and State

The city and state for the selected unit will be displayed.

Add Unit

Click the Add Unit button to setup a new unit if one has not been created previously.

See Also:

Back

Click the back button to return to the Applicant Information screen.

Next

Click the next button to continue moving the applicant into the Section 8 module.

Close

Click the close button to close the program without moving in the applicant.

Pull Applicant Information to Section 8 Tenant Files - Landlord Information

Landlord Information

If the new unit had a landlord entered, the landlord will be displayed on this screen.

Number

If a landlord is not shown, enter or select the landlord for the unit or use the Name or Sort Key fields to select the landlord.  If a new landlord needs entered, use the Add Landlord button to add the landlord.

This field will display the landlord number for the selected landlord.

Name

This field will display the name of the selected landlord.  If a landlord is not shown, enter or select the landlord for the unit or use the Add Landlord button.

The Number or Sort Key field may also be used to select the landlord.

Sort Key

This field will display the sort key entered for the selected landlord.  If a landlord is not shown, enter or select the landlord for the unit or use the Add Landlord button.

The Number or Name fields may also be used to select the landlord.

Add Landlord

Click the Add Landlord to begin the process of adding a new landlord in the Section 8 Landlord Master.

See Also:

When you have entered the new landlord and saved the file.  Close the Landlord Master and select the new landlord using the Number, Name or Sort Key fields.

Back

Click the back button to return to the Unit Information screen.

Next

Click the next button to advance to the Move-In Information screen.

Close

Click the close button to close the program without processing the applicant.

Pull Applicant Information to Section 8 Files - Move In Information

Move In Information

Move In Date

Enter or select the date the applicant is moving into the Section 8 unit.

Back

Click the back button to return to the Landlord Information screen.

Next

Click the next button to advance to the Finish screen.

Close

Click the close button to close the program without processing the applicant.

Pull Applicant Information to Section 8 Tenant Files - Finish

Back

Click the back button to return to the Move In Information screen.

Finish

Click the finish button to complete the move in process.  

Close

Click the close button to close the program without processing the applicant.