Review for Approval

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This task is used to approve all Annual Recertifications that have been certified.  The task is only available when the Approval Process has been activated for one or more Funding Program Groups of any community on the Community Detail > Program Info tab by selecting ”Approval Required” in the Annual Recertification data window.  Once this Approval Required parameter is selected, a request for approval will be created once a household’s annual recertification has been created.  While a certification is in the Approve Certification Activity pending approval, the certification will not be available for signature.

How do you get here?

Occupancy and Compliance Detail Annual Recertification Tab Tasks Review for Approval

Prerequisites to complete task correctly.

To Skip Steps:

  1. If the certification has already been through the approval process and been rejected, the first step of the task will display the certification's approval history.  If this is the first time this task has been accessed for this certification, skip to step 3.

  2. Click Next.

  3. Use this step to review these certifications to make sure they are correct.

  4. Click Next.

  5. If you have enabled Document Imaging for your database, click Next to add attachments.

  6. Review all the member details to make sure they are reasonable and correct.

  7. Click Next.

  8. Review all the income & expense details to make sure they are reasonable and correct.

  9. Click Next.

  10. Select Yes or No for whether or not you approve this certification and enter a comment.

  11. Click Finished.

 

For Annual Recertifications that are not approved, the household will move back into the Certify To-Do List Activity with a red flag indicating that it failed the approval process.  Certifications that are approved will move into the Sign Certification To-Do List Activity.

Related Topics:

Annual Recertification Process