Household History

The "Household History" tab lists all action associated with the family including, assignments, move-ins, and more.The actions are listed in chronological order by effective date.  

Household History Overview

A. Action History - This section of the household history tab lists the history of actions for a household, including Move Ins, Move Outs, Interim Certifications, and Annual Certifications.

B. Toggle Button - Click this arrow to expand the actions details, which include; date of action, next certification date, action description, created by, fixed rent amount, and/or TTP Rent Calculation details.

C. Effective Date - This column of the household history lists the effective date of each action.

D. Action - Column listing the type of historical action performed.

E. Unit - This column lists the unit the action was associated with. The unit name doubles as a link that will navigate the user to the units overview page. 

F. Monthly Charge - List of monthly charge amounts set during the action. This amount is based on projections using the household income, allowances, and deductions based on information entered into the household file at the time of the assignment.

G. Enrollment History - Section of the household history tab that lists the assignment, and                un-assignment history for a household.

Projected Monthly Charge - This monthly charge will  appear by clicking the Ledger name section. This amount is based on projections using the household income, allowances, and deductions based on information entered into the household file at the time of the assignment. If any of these components change prior to the move in date, the projected rent could also change.

Household History Action Detail

Fixed Rent

Rent Calculation (TTP)

How to "Undo" an Action

(Note: You can only undo an action that is the most recent action. Undoing an action will not revert some of the changes made in the action such as; removal from waiting list, stopping a loan on move-out.)

1. Navigate to the household with which you wish to undo an action.
2. Click on the Household History Tab.
3. Expand the action you want to "undo". Note: you cannot undo assignments. You must first undo the move in (if any) then perform the un-assignment action.
4. Click the red "UNDO" button.
   
5. A warning message will appear, informing the user that this is an action that cannot be undone.
6. Click "Accept".
7. Success! You have removed the action from the households history.

Printing a TTP Worksheet from a Specific Household Action

1. Navigate to the household with which you wish to print a TTP worksheet for.
2. Click on the Household History Tab.
3. Expand the action you wish to print a TTP worksheet for. Note: When printing an older certification, it will show the TTP information at that time of action, not the current TTP details.
4. Click the blue TTP Worksheet link under the "Documents" heading.
   
5. The TTP will be downloaded to your computer as a PDF.
   (Example of TTP Worksheet)
   
   
6. Open the downloaded PDF of the TTP Worksheet, then Print.
7. Success! The TTP Worksheet has been printed.

For more information, see Household Management, Waiting Lists, Household Actions.