Adding a Batch of Certifications

You can create “batches” of recertifications based on the next reexamination date of each tenant household. Many agencies do this on a monthly basis. If your agency uses caseworkers, you can also choose to create these recertifications for all tenants or only for tenants with a certain caseworker.

Access ORC

On the Main Menu screen, click CERTIFICATION. The Browse Certifications screen opens with all In Process certifications displayed in a table.

Add Batch Info

Click

.The Add Certifications window appears.

Verify that the batch add certifications options is selected and click NEXT.

Verify or enter the date range (based on the next reexamination date of each tenant household) for which you wish to create certifications.

If you wish to create certifications only for households having a certain caseworker, select that caseworker from the drop-down list. Otherwise, verify that “All” is selected.

Select the transaction type of the batch of certifications you want to add.

Click NEXT.

Review and Confirm

Review and confirm the information you have set up. If anything is incorrect, click BACK to return to the previous step and correct it.

If everything is correct, click FINISH to add the batch of certifications.

10.

After you finish the wizard, a message box appears telling you how many certifications you added. Click OK to close the message box.