Waitlist Tab Tasks Add New Household to Waitlist
This task is used to add a new household to a waitlist.
The task is only available when you have selected a Community in context.
Conversion Detail Waitlist Tab Tasks Add New Household to Waitlist
Enter information for the Applicant Search to pull the appropriate person from your list of applicants to place on the wailist. Note that all fields marked with an asterisk on screen are required. Click Next when complete.
Date Sent: Enter the date that the applicant's household is sent to the waitlist.
First, Last, and Middle Names: Enter the names of the applicant.
Date of Birth: Enter the birthdate of the applicant.
Gender: Use the drop down menu to select the applicant's gender, or leave blank if the applicant chooses to withhold this information.
Address, City/State/Zip: Enter the address of the household.
Phone Number: Enter the nine digit phone number of the applicant.
Social Security Number: Enter the Social Security number of the applicant.
Number of Applicants: Enter the number of applicants within the household.
Referral: Enter how the applicant was referred.
Review Possible Matches.
If the results do not show the person you are looking for, leave the I did not find a match, use the information entered on the previous screen option selected and click Next.
If the results do show the person you are looking for, select the I found a match, use the person selected below option and click on the person in the list. Select your Household Options and Address Options, and click Next.
Select if you want to Create a new household for this person or Use the existing household under Household Options.
Select if you want to Use new address that you entered on the previous screen, Use household address, or Use unit address under Address Options.
Select Communities to be added to the waitlist for this household. Multiple communities can be selected. Click Next.
Enter Household Summary information, like the current Mailing Address and Phone Number(s) associated with the applicant. If you selected Use new address earlier, the fields will automatically populate with the information you entered on the Applicant Search tab.
Select or Add Members to include in the household. Click Next when complete.
Select the check box next to any applicant to include in the household.
To add New Household Members, enter the member's information into the fields. Tab from the Relation column to add a new row.
Modify Members of the household, if needed. Select the Household Member then add, update, or delete any necessary information. Click Next when complete.
Manage Expected Additions.
To add an expected addition to a household, click the Add link. On the Expected Household Addition page, use the drop down menu to select the Type of expected household addition, and enter the Effective date and End date of the expected household addition. Click OK.
To edit an expected addition to a household, click the Edit link to open the Expected Household Addition page. Make the necessary changes and click OK.
To delete an expected addition to a household, click the addition to be removed and click the Delete link. Click OK.
Manage Personal Information.
Title and Suffix : Use the drop down menu to select a title and suffix for this applicant.
First, Middle, Last, and Maiden Names: Enter or modify the applicant's name.
Gender: Use the drop down menu to select the applicant's gender, or leave blank if the applicant chooses to withhold this information.
Date and Place of Birth: Enter the applicant's date and place of birth.
Student Status: Use the drop down menu to indicate if the applicant is a student, and select the Institute of Higher Education? box if the applicant attends a university or college.
Social Security Number: Enter the applicant's Social Security number
Marital Status: Use the drop down menu to indicate the marital status of the applicant.
Alien Registration Number and INS SAVE Number: Indicate, if applicable, the applicant's Alien Registration number or INS SAVE number.
Occupation: Enter the applicant's occupation
E-mail Address: Enter the e-mail address of the applicant.
Driver's License and State: Enter the driver's license number of the applicant and the state where it was issued.
Manage Personal Phone Number(s). Enter up to three personal phone numbers associated with this resident.
Use the drop down menu to select the Phone Number Type.
Enter the nine digit Phone Number.
Manage Ethnicity and Race.
Use the drop down menu to select the applicant's Ethnicity.
Select all Race boxes that apply to the applicant.
Manage Funding Program Specific Information
Use the drop down menu to select the Handicap Status of the applicant.
Select all impaired, disaster displaced, or veteran boxes that apply to the applicant.
Edit the Income & Expense Worksheet for this applicant. When complete, click Next.
To add a preliminary asset, income, and expense item, click the Add link.
Use the drop down menus to select the applicant Name, Class, and Type.
To complete adding an asset, use the drop down menu to select the Asset Type and enter a Description and Account Number.
Enter the Gross Value and Estimated Cost to Cash. The system will automatically generate the Net Asset Value.
Select if the Growth is Amount or Rate. If Amount, enter the amount and the how often that amount is added. If Rate, enter the rate.
Check the Imputed box if the asset information is imputed, and enter a Disposal Date.
To complete adding income, enter the Amount and the Hours/Period, as well as the Frequency and Periods/Year. The income calculation result is automatically generated by the system.
If the Type entered for Income is Business, a More link will appear. Click this link to add Verification of Employment - Regular Income, Verification of Employment - Year to Date, Paystub - Average, and Paystub - Year to Date.
Click the Calculate button to have the system generate annual income.
Click OK.
To complete adding an expense item, enter in the amount of the expense and use the drop down menu to select the frequency. The system will automatically calculate the expense.
To delete a preliminary asset, income, or expense item, select the item to be removed and click the Delete link.
View the Income & Expense Summary. The information on this page is for reference only and cannot be edited. Click Next.
Process Waitlist Entries.
Enter Defaults To Be Used.
Enter an Apply Date.
Select the Handicap Unit Preferred box if the applicant requested a handicap-accessible unit.
Select the Non-Revenue box if the applicant requested a non-revenue unit.
Select all of Bedrooms an applicant would like in their unit.
Use the drop down menu to select the Voucher Size and Source.
Select Process this application? under Waitlist Entries for This Household Waiting To Be Processed to include a waitlist entry for processing.
Click Finished.