1 / 65

One at a time: applicant List

Join Melissa Newton, a Training Specialist at Tenmast Software, for an in-depth training session focused on managing the applicant waiting list for public housing. This session will cover crucial topics including placing new applicants on the waiting list, updating rankings, making unit offers, and generating useful reports. Learn how to navigate the Applicant List Module, add applicant details, and determine the next in line effectively. This training is essential for housing authorities looking to streamline their applicant management processes.

nira
Télécharger la présentation

One at a time: applicant List

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. One at a time:applicant List Melissa Newton Training Specialist 877-359-5492 Ext 1233 mnewton@tenmast.com WINTEN 2 Public Housing

  2. What will we cover? • Placing a new applicant on a waiting list • Who is next in line? • Updating the waiting list rankings • Unit Offers • Useful reports

  3. Access the Applicant List Module from the Tencentral Menu

  4. Adding an applicant

  5. Already in the system

  6. Adding an applicant

  7. Adding an applicant

  8. Adding an applicant

  9. Adding an applicant

  10. Adding an applicant

  11. Adding applicant details

  12. Adding applicant details

  13. Adding applicant details

  14. Adding applicant details

  15. Household composition

  16. Income details

  17. Add income wizard

  18. Add income wizard

  19. Adding asset details

  20. Adding expenses details

  21. Reference details

  22. Adding reference details

  23. Totals tab

  24. What happens next?

  25. Last contact date

  26. Sub-tabs

  27. Application part 2

  28. Part 3

  29. Part 4

  30. Part 5

  31. Part 6

  32. Adding preferences

  33. Lists applied for

  34. Determining placement

  35. Who is next? There are a couple of ways you find the next person on a waiting list: • From the Main Menu, select the Process Waiting List button • From the Main Menu, select the reports button and run the Applicant Waiting List report • From an applicant’s record, click on the List Applied For tab and use the current position icon

  36. Processing a waiting list

  37. Processing a waiting list

  38. Applicant Waiting List Report

  39. Applicant waiting list report

  40. Making a unit offer

  41. Unit offer wizard

  42. Unit offer wizard

  43. Selecting a vacant unit

  44. Unit offer confirmation

  45. Unit offers tab

More Related