Adding Inactive Applicants to New Waiting Lists

Adding an inactive applicant to a new applicant list(s) (thereby making the applicant “active”) involves 3 main steps where you work with 1 wizard:

Search for and select inactive applicant.

Add/Edit application details (if necessary).

Enter waiting list information: Apply to Waiting List Wizard.

Access Applicant List

From the Main Menu screen, click APPLICANTS. The Browse Applicants screen appears with all active applicants displayed in a table.

Select “Inactive” from the view drop-down list to display all inactive applicants in the table.

Search For and Select Inactive Applicant

Select how you want to order the applicant table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first applicant to match the criteria will be highlighted in the table.

Click

on the toolbar. The Applicant tab of the Maintain Applicants screen opens.

Add/Edit Application Details (if necessary)

Review the applicant’s information on the Application tabs to ensure all necessary information is filled in accurately. Add or edit any information, as needed. For more information, See "Adding Applicants to Applicant List(s)"

Enter Waiting List Info

Select the Lists Applied for tab and click

on the toolbar. The Apply to Waiting List Wizard is initiated.

Choose the appropriate waiting list, edit the application date and time, if necessary (defaults to current date and time), and click START.

Enter an application number, if necessary (this field is optional and depending on your program setup, a number may be automatically filled with the next application number), and the needed number of bedrooms.

Check the checkbox if the list allows multiple bedroom size applications; if so, enter the alternate number of bedrooms.

10.

Click NEXT to continue and check the checkboxes of the preferences for which the applicant qualifies.

11.

Click NEXT again, review and confirm the information you have set up, and then click FINISH. The applicant is now “Active” on the waiting list and you are now able to begin the process of housing the applicant and transferring the data into the Occupancy and Rent Calculation program. For more information, See "Housing Applicants in Section 8"