Annual Recertification Process Tab

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The Annual Recertification Tab can be accessed by clicking the icon in the tool bar or from the Property Manager Menu (Property Manager > Occupancy and Compliance > Annual Recertification). This window along with its associated tasks is meant to be a tracking system to ensure timely completion of each households’ recertification (i.e. - which households need to be sent a first, second or third notice).

The Annual Recertification Process provides information as to what step the household is in throughout the process. The new process works when there is a community wide recertification date or when the recertification falls on the tenant anniversary dates. Depending on which task you are performing either multiple households or one household can be selected for the task.

The To-Do List counts and list of households is dependent on the context bar.

The tab is broken down into two windows: the To-Do List and the list of households falling into that stage of the Annual Recertification Process. As you click on each stage in the To-Do List, the details on the right will change.

If you navigate to this window with a Household in context, that household will be highlighted where ever they are in the Annual Recertification Process. If the household is not found, you will default to the Send Notices step of the To-Do List with no households selected.
As you complete a task in any To-Do List Activities, the To-Do List Activity you launched the task from will stay active with the first household in the list selected.

Click anywhere on the image below for more information. A list of tasks available here is provided below.

Tasks available on this tab for each To-Do List Activity:

Send Notices:	Verify References:
Send First Notice and Questionnaire	Send First Notice and Questionnaire
Send Second Notice	Send Second Notice
Send Third Notice	Send Third Notice
Reprint Notices	Reprint Notices
Terminate Assistance/Begin Eviction	Terminate Assistance/Begin Eviction
Manage Interview Schedules	Call References for Failure to Return
Print Verification Forms and Mailout Letter	Print Verification Forms and Mailout Letter
Update Tenant Information and References	Receive Verification Forms
Add Member	Bypass Verification of References
Remove Member	Manage Attachments
Skip Step(s)	Skip Step(s)
Obtain Tenant Signatures:	Certify:
Manage Interview Schedules	Create Certification
Print Verification Forms and Mailout Letter	Manage Attachments
Update Tenant Information and References	Approve Certification:
Add Member	Review for Approval
Remove Member	Manage Attachments
Record Tenant Signature Obtained	Sign Certification:
Skip Step(s)	Reprint Certifications
	Sign Multiple Certifications
	Recreate Certification
	Sign Certifications
	Manage Attachments

Tasks will only show when there are households that are listed that meet the prerequisites of the task. For example, if all households listed in the Send Notices step have been sent the 1st notice, the Send First Notice and Questionnaire task will not be in the Task List.
Some tasks are available in more than one step of the process.

Annual Recertification Process Tab

Tasks available on this tab for each To-Do List Activity:

Related Topics: