Processing Waiting Lists

Processing a waiting list updates your waiting list applicant ranking. To update your waiting list applicant ranking, you must first refresh your data by running the Applicant Ranking Report.

Processing a waiting list involves 3 main steps:

Access Applicant List program.

Run Applicant Ranking Report.

Select applicant(s) to work with.

Access Applicant List

From the Main Menu screen, click REPORTS. The Applicant List Report screen appears with the List Management tab selected.

Select the Applicant Ranking Report. The Applicant Ranking Report tab displays on the right side of the screen.

Update Waiting List Ranking

Choose the waiting list you want to update from the drop-down list. By default, all bedroom sizes will included on the report. To report on a specific number of bedrooms, uncheck the include all bedroom sizes on the report checkbox and enter the number of bedrooms.

Select the option to update current and previous ranking numbers.

Click

to preview the report before printing, or click

to print the report.

Return to the Main Menu screen and click WAITING LISTS. The Process Waiting List screen opens.

Select the waiting list you want to process and, if Public Housing, enter the number of bedrooms. The applicants that match the criteria will display in the table below according to their newly updated rank.

Hint: If you want to work with only one applicant’s information, enter the applicant’s last name in the search for field and click GO.

Note: Click on the toolbar to print the Waiting List Ranking Report.

Select Applicant to Work With

Once a specific applicant, with their newly updated rank, is selected, you can then offer them a unit, issue them a voucher, and house them all on the Process Waiting List screen. You can also edit an applicant’s information from this screen. Just double-click on the applicant in the table and the Maintain Applicants screen will open for editing.