Create Third Party Verification Forms

Third party verification forms are printed during the second step of the move-in process for a household on a waitlist. In this step, you can add reference records for verification purposes, and then print the appropriate forms. You can add landlord, criminal, credit, personal, income, asset, or expense references.

Third party verification forms can also be created using the Schedule Move-In/Transfer task from Manage Vacancies or the Schedule Move-In and Schedule Transfer tasks on the Household Detail > General tab.

To create a third party verification form, follow these steps:

1.         Go to Occupancy and Compliance > Manage Vacancies Tab > Tasks > Create Third Party Verification Forms.

or

Go to Household Detail > General Tab > Tasks > Create Third Party Verification Forms.

2.         Add each reference for the household for which you want to print a form.

3.         Click Next.

4.         For the documents that you want to print, select the check box.

Note

Verification and reference items are groups that include all of the forms that you created when adding the reference records.

Documents in the "Move-in Household: Create 3rd Party Forms" document group in System Administration > Maintain Documents - Maintain Document Groups are included in the list of available documents.

You can preview many of the documents in Microsoft Word and make changes before you print them. To preview a document, click the preview icon.

5.         Specify the number of copies of each document to print.

6.         Enter the date on which you are sending the forms and the date you expect them to be returned. These dates are displayed on the forms.

7.         To print the forms, click Finished.