View Approval History

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This task is used to view approval history for a selected transaction or certification. By using this task, you can view all of the approval steps for a certification, such as pending, rejected, and approved. Required approvals for move-in certifications and Annual Recertifications are set at the Community Detail > Program Info tab, and are performed at the Occupancy and Compliance Detail > Manage Vacancies and Annual Recertification tabs, respectively. If a certification was created before these parameters were selected, and if the approvals haven't been performed, then the task is not available.

To view approval history, follow these steps:

1.         Go to Household Detail > Transaction Tab.

2.         Highlight the transaction for which you want to view the approval history.

3.         Go to Tasks > View Approval History.

4.         Review the approval history for the selected transaction.

5.         Click Finished.

Related Topics

         Community Detail > Program Info

         Occupancy and Compliance Detail > Manage Vacancies

         Occupancy and Compliance Detail > Annual Recertification