Enrollment

An enrollment action registers a specific household into an assistance program.

Step-By-Step Guide to Enrolling a Household

     1.Click the Toolbox Tab on the left hand side of the page in the household overview. 

     2.This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Enroll" at the bottom.

     3. The following Enrollment Wizard will appear with the Enrollment Details:

          A. Program - Click the 'v' dropdown (carrot) to select the program you would like to enroll in.

          B. Project - Click the carrot to select the project you would like to enroll in. 

          C. Ledger Name - Type the name of the ledger associated with the enrollment. This is what you will see on the tenant ledger. 

          D. Start Date - Click the calendar icon to open the date picker and select a starting date.

          E. Comments - Click the box to type any additional comments. 

          F. Next - Click here to continue.

     4. The following Enrollment Wizard will appear to verify the Enrollment Information:

          A. Previous - If the information is incorrect, click 'Previous' to edit the enrollment.

          B. Finish - If the information is correct, click 'Finish' to submit the enrollment.

     5. You have successfully enrolled a household into a program.

View Enrollment History

To view enrollment details after a household was successfully enrolled, click the 'Household History' tab at the top of the screen.

     A. Details - Click the 'v' dropdown to view details.

     B. Stop Enrollment - Click the blue 'Stop Enrollment' button to cancel a household's enrollment in a program.

     C. Upload Documents - Click the blue documentation button to upload enrollment documents.