Placing Certifications "On Hold"

You have the ability to place a tenant's current “In Process” certification “on hold” in order to re-open and work with any of the tenant's past, completed certifications.

There is no limit on how many past certifications can be re-opened, but you must open the certifications in order, from the current to the oldest, as well as complete/finalize the certifications in order, from the oldest to the most recent. This ensures that the tenant's transactions are updated correctly in Tenant Accounts Receivable (TAR).

Access Occupancy and Rent Calculation (ORC)

From the Main Menu screen, click TENANT. The Browse Tenants screen appears.

Select Tenant/Certification to Work With

Select the tenant you want to work with from the table and click

on the toolbar. The Tenant Detail screen appears.

Select the Certifications tab and highlight the most recent certification in the table at the top of the screen.

Hint: To either show or hide all the tenant’s certification details, click on the toolbar.

Note: You can also easily access all In Process certifications by clicking CERTIFICATION on the Main Menu screen. The Browse Certifications screen appears with all your agency’s "In Process" certifications displayed in a table. Here, you can search for and select the specific certification you want to place on hold.

Place Current/In Process Certification On Hold

Click

on the toolbar to place the highlighted certification on hold. The certification status will also now display as “On Hold.” You can now re-open and work with any of the tenant's past, completed certifications.

Re-Open Past Completed Certification(s)

In the table at the top of the screen, highlight a past, completed certification you want to re-open and click

on the toolbar. A message appears asking if you are sure you want to re-open the certification.

Click YES through the message. After the certification successfully re-opens, the status will display as “In Process.”

Add/Edit Certification Details

You can now enter an additional certification that you needed or make the necessary changes/updates to a previous certification using the tabs on the Tenant Detail screen. The changes you need to make depend on the type of certification you are working with.

Note: There is no limit on how many past certifications can be re-opened, but you must complete/finalize the certifications in order, from the oldest to the most recent. This ensures that the tenant's transactions are updated correctly in Tenant Accounts Receivable (TAR).

Finalize Past Certification(s)

When all changes have been completed, return to the Certifications tab and click

to finalize the re-opened certification(s). Remember, you must finalize the certifications in order, from the oldest to the recent.

Hint: As you are completing the certifications that you have placed on hold, you have the choice of recreating the eTrans records; make sure to recreate the eTrans records if you want them submitted again.

Remove Hold From Current Certification

Highlight the “On Hold” certification and click

again to remove the hold. The certification status now displays as “In Process.”

Verify Changes in TAR (if necessary)

After re-opening certifications and finalizing the changes you made to the re-opened certifications in ORC, you can view any resulting transaction changes in TAR on the Maintain View Transaction History screen.

10.

Access the Tenant Management screen in TAR. (Tenants > Browse Tenant Leases screen > Tenant Management screen.)

11.

Select the Account Details tab, click

, and select “View Transaction History.” The Maintain View Transaction History screen appears where you can review any transaction changes that resulted from changes made to re-opened certifications.