You can use this task to refer a member of a household to tenant services programs. Once you refer a tenant to a program, they can then be enrolled in that program.
Note
Prior to referring a member of a household to a tenant services program, tenant services for the community must be set up in your system. You can set up tenant services by using the Community Tenant Services task on the Community Detail > General tab.
To refer a household member to a tenant service program, follow these steps:
1. Go to Household Detail > Tenant Services Tab.
2. Go to Tasks > Refer to New Program(s).
3. Select the check box for the program to which you want to refer the household member, and then select a referral date.
4. Click Next.
5. If you want to print any documents, select the check box next to the document names.
Note
Documents included in the "Tenant Services Refer to New Program(s)" document group in System Administration > Maintain Documents - Maintain Document Groups are included in the list of available documents.
6. Specify the number of copies you want to print.
Note
You can preview many of the documents in Microsoft Word, where you can make changes and print the document.
7. Click Finished.