This tab page displays a To-Do list of legal activities and provides a central location to perform the tasks related to the Legal Process for all authorized communities or the community selected in Context. With the Legal To-Do List Activities and the legal transaction processing, you will be able to:
Quickly identify households that have outstanding balances (owed after a specified date)
Generate batch notices and other correspondence
Track all relevant dates and document milestones related to the Legal Process
Facilitate the eviction during the household move-out process and other related accounting tasks.
Households appear in each Legal Process To-Do List as defined by the Legal Method (System Administration > Maintain Lookup Tables - Legal Method) assigned to each Community/Funding Program Group at the Community Detail > Rent tab.
Please note that it is possible for a household to be in the Late Notice To-Do List Activity as well as in one of the other To-Do List Activities at the same time. Late notices may need to be sent each month regardless of where a household is in the Legal Process. For example, a household may meet the criteria for being sent a Notice to Quit or to have a Formal Eviction filed against them, but if they have new receivables that qualify them for receiving another Late Notice, then they will be in both the Send Late Notice To-Do List Activity, as well as in the Send Notice to Quit, File Formal Eviction or Track Legal Proceedings To-Do List Activities.
4 Document Groups are available at System Administration Detail > Maintain Documents - Eviction: File Formal Eviction, Eviction: Miscellaneous Documents, Eviction: Resolve Eviction, Eviction: Send Notice to Quit. These document groups can be added as necessary to the Legal Process tasks.
: Legal Transactions with the Paperclip icon present indicate that there is an attachment for the selected Legal Transaction. Existing Attachments can be added or maintained by double-clicking the Paperclip icon. Attachments can also be added to Legal Transactions from this tab with the Add a Legal Transaction and Manage Attachments tasks. You can enable or disable Transaction attachments from System Administration > Maintain Lookup Tables - Business Constants.
A list of tasks available here is provided below. Click anywhere on the image for more information.
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