Pre-Qualify Selected Waitlist Entry

This task is used to pre-qualify a household's waitlist entry.

Prerequisites:

• There must be an active waitlist entry on the Waitlist tab of the household.

• The task has not been disabled at System Administration > Maintain Lookup Tables - Business Constants.

How do you get here?

Household Detail Waitlist Tab highlight the waitlist entry Tasks Pre-Qualify Selected Waitlist Entry

To Pre-Qualify a Waitlist Entry:

Step 1 - Send Letters to Begin Pre-Qualification Process

1. Select the documents you want to print by checking the box next to the document name.

2. Specify the number of copies you want for each document.

   1. • You can also use the Select All and Deselect All links to help in making your selections.

      • Documents included in the "Pre-Certify Household: Send Letters to Begin Process" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

3. Click Finished.

• You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.

Step 2 - Process Pre-Qualification

1. Add Professional, Landlord, and Police references.  For detailed information on how to do this click here References

   • To Add a reference click either "Add Personal Reference"   or "Add Business Reference". The only difference between the two record types is the way they are addressed. Personal records will have a first name and last name. Business records have one name field. You can have a personal or business employer or landlord.

   • Search for the business name or person name you wish to add to prevent duplicates.  If a match is found click "OK". If it is not click "New" to create a new record.

   • Enter the Member Name for this reference, the reference type, and the claim number if necessary. If this was a new record you will also need to add the phone number and address for this reference.

   • Click "Save" to save your changes or "Save and New" to add additional references.

   • Continue this process until all references have been added.

2. Click Next.

3. Select the documents you want to print by checking the box next to the document name.

4. Specify the number of copies you want for each document.

   1. • You can also use the Select All and Deselect All links to help in making your selections.

      • Documents included in the "Pre-Certify Household: Process Pre-Certification" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

5. Click Finished.

Step 3 - Complete Pre-Qualification

1. Select the documents you want to print by checking the box next to the document name.w

2. Specify the number of copies you want for each document.

   1. • You can also use the Select All and Deselect All links to help in making your selections.

      • Documents included in the "Pre-Certify Household: Complete Pre-Certification" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

3. Click Finished.