When viewing a household or individual in Doorways, there are multiple widgets, tabs, and fields to be viewed, added, or edited. This is where you can interact with a tenants household members, bio, tribal affiliation, HUD status, contact information, accounting information, waiting list details, and correspondence history.
Access this page by either:
- Using the Household Name search tool.
- All Households > Click on desired household
Household Management Screen at a
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Glance:
A
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. Unit Location
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/Household Status - When the address is clicked, you will be directed to a
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Unit Overview, where you can see the units Overview, History, Work Order History, Notes, and Images.
B. Output -
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Click this symbol to launch the output wizard. For form information see, Generate a Letter.
C. Household Overview Tabs - Each tab offers associated information about the household.
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D. Tenant Profile
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Information - This includes Bio information, HUD stats, Tribal Affiliation
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E. Edit Profile Link - Click this link to edit the specified tenants information and/or upload a profile photo.
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See Editing an Existing Household
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for more on editing a tenant/individuals information.
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F. Other Household
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Members - Includes the option to add or remove a member of the household, as well as a drop down menu to view the information for a selected member.
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G. Contact Information - Offers all phone numbers, addresses, and emails on tenants file
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. The ability to select a "favorite" address, phone number and email address is also available. This ensures when a merge field is used in reporting or generating letters, that the address/number is used instead of a secondary number/address.
H. Account Balances Widget - This carousel widget allows the user to see a short summary as to the balances of each account the households has. Click the left or right arrows to switch through account views. See Tenant Ledger.
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I. Notification Center - This carousel widget allows the user to see a short summary pertaining various pieces tenant information. See The Notification Center.
H-Notes Widget: Summary of notes left on the tenants overview page. See Notes
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J. Waiting List Widget - Summary of waiting list status. See Waiting Lists.
More Information:
- Letter HistoryDocuments
- Creating a New Household
- Editing an Existing Household
- Income, Assets, and Expenses
- Tenant Ledger
- The Notification Center
- Waiting List Details
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