Welcome to HOUSING CONNECTIONS TRAINING 02 Manage Application

Welcome to HOUSING CONNECTIONS TRAINING 02 Manage Application BC Housing June 2008

Agenda • Data Entry Complete • Application Search • Application Panels

Data Entry Complete BC Housing can make a file live after it has been received and processed.

Application Search You can search for applications using the Application Search in the Quick Menu, or use New App List to search only for new applications.

Application Search Enter your search parameters, then select Search.

Application Search Results Matching applications are displayed in the search results. Click on the applicant name to select the desired application.

Summary Panel The Summary panel for the selected application will be displayed. Note: Panel tabs now have text labels.

Household Panel Household Information On the Household panel, you can view household information, specify an alternate bedroom size, or prepare an offer.

Household Panel Manage Alternate Bedroom Select Alternate Bedroom Size link to specify an alternate bedroom size.

Household Panel Modify Household Composition Select Modify HH Composition to add, edit, remove, and re-add household members.

Household Panel Edit Household Member dialog box.

Contacts Panel Contacts can include phone numbers and email addresses.

Housing Panel The Housing panel contains residential/mailing addresses, details about current housing, and NET/Gave Notice information.

Housing Panel NET/Gave Notice Comment Users can add embedded comments using the links.

Housing Panel Add New Address/Rent/LL – Step 1 Add or update using the Change Address/Rent/LL link. Select whether you are adding or updating in Step 1.

Housing Panel Add New Address/Rent/LL – Step 2 In Step 2, enter the effective date of the new address, then enter the address information, then click Next.

Housing Panel Add New Address/Rent/LL – Step 3 Enter the rent information and additional housing details in Step 3, then click Next.

Housing Panel Add New Address/Rent/LL – Step 4 Enter the landlord’s name and phone number in Step 4, then click Next.

Housing Panel Add New Address/Rent/LL – Step 5 is a summary of the updated information. Click Finish to save the new address.

Housing Panel Change Address/Rent/LL – Step 1 If you wish to update the address information, select Update in Step 1.

Housing Panel Change Address/Rent/LL – Step 2 allows you to enter NET or notice details. NET points are assigned automatically but can be manually overridden.

Housing Panel Change Address/Rent/LL – Step 3 contains details about the applicant’s current accommodations.

Housing Panel Change Address/Rent/LL – Step 4 contains the landlord name and contact information, as well as responses to the landlord reference questions (can also be added later).

Housing Panel Change Address/Rent/LL – Step 5 is a summary page to confirm the information that was entered.

Housing Panel Address Validation Invalid addresses are displayed in red and can be corrected or overridden.

Housing Panel Address Validation Specific user roles have the ability to override invalid addresses.

Housing Panel Lookup Function Select the Lookup link to open the postal code search.

Housing Panel Lookup Function Results will be displayed.

Income Panel Income & Assets Enter income and assets on the Income panel.

Income Panel Verification Documents If verification documents are available, add them using the Add Document link.

Health Panel The Health Panel displays health and mobility information.

Health Panel You can specify consequences of the health condition or disability.

Preferences Panel Preferences include buildings, cities, and neighbourhoods. Select Show ‘Add Preferences’ Area to add preferences.

Preferences Panel You can enter specific preference codes, or select items from the dropdown lists.

Preferences Panel Click the + symbols to expand Eligible/Not Eligible preferences.

Hsg Options Panel The Hsg Options panel includes optional housing preferences/constraints, pets, and special requirements. Selecting these will limit housing choices.

Hsg Options Panel Select the symbol to view or add special feature comment.

Ranking Panel Summary The Ranking Panel displays current/system category, point score, and past tenancy issues.

Ranking Panel Category Details Select the Category Details tab to display category criteria details.

Ranking Panel Manual Category Reassignment If a file has a manually-assigned category, the category and criteria will be displayed with comments from the user who made the change.

Ranking Panel Manual Category Reassignment The Summary panel will also show the updated category and the category details. Manual category reassignment is subject to expiry.

Residency History Panel Main Panel Shows past subsidized tenancies and other housing history. Current address must be split into two entries due to Start Date.

Residency History Panel Main Panel Create a new Housing History entry to capture the split. Select Update when entry is complete.

Residency History Panel Main Panel The Housing History will reorder chronologically.

Residency History Panel Add LL Reference Select Add LL Reference link to open reference dialog box. Select a landlord/address from the dropdown list.

Residency History Panel Add LL Reference Select Add Response to add an entry to a question. Enter any text in the dialog box, then select OK to save the response.

Residency History Panel Add LL Reference Select any response to edit it. When done, select OK to return to the Residency History panel.

Residency History Panel Add LL Reference New links for Modify and Read will show beneath the landlord that was updated.

Audit Panel Add LL Reference File changes are recorded in the Audit panel – User, Date/Time, Type of Change, and Details (the actual information that was updated).

Attachments Panel Attachments can include applications, supplementals, and other supporting documents. Select link to view the attachment as. pdf file.

Checklist Panel The Checklist will identify any missing claims and warning messages will be displayed if any mandatory information is missing.

Checklist Panel Once all data has been entered, file is sent to BC Housing to be made Live.

Comments Panel Comments include regular comments as well as comments added on other panels.

Supplementals Panel Summary Displays a list of any existing supplementals. Click on a supplemental to view detailed information.

Supplementals Panel Detail The Supplemental Detail panel will give a summary of the information.

Questions?