Creating an Initial Certification Transaction

Transcription

1 Slide 1 - Title Transaction Page 1 of 34

2 Slide 2 - Objectives Section One Objectives In this section, you will learn how to create an initial certification transaction using the MITAS Internet Property Management site. An interactive simulation will show you how to complete this task. Page 2 of 34

3 Slide 3 - Scenario Scenario Doug, a property manager calls you... "Hi Becky, I need to create an initial certification for a tenant in Mason Ridge on the MITAS Internet Property Management site for the first time. How do I do this?" Let's find out how we can help Doug. Page 3 of 34

4 Slide 4 - Definition Definition of an Initial Certification An Initial Certification should be used for existing tenants only. This certification is used to change a Market unit to a Low Income unit. An initial certification transaction is not the same as a move-in transaction. Initial certification transactions are for tenants already living in a market unit that qualify for a new program, and therefore the unit can now be designated as a low income unit. At month end, the system performs the compliance check to verify the tenant is eligible for the program. A move-in transaction should only be used when the tenant first moves in to the unit. Page 4 of 34

5 Slide 5 - Concept How to Create an Initial Certification It is easy to create an initial certification transaction using the MITAS Internet Property Management site. In order to do this, you must first login as either a Property Manager or Property Manager - Compliance. Then you retrieve the property from the Property Information screen. Choose the Transaction option. On the Transaction screen, choose the corresponding Building and Unit, and then Insert Transaction option. Input an Effective Date and choose the Initial Certification as the Certification Type. Click Submit to access the tenant information. Verify and input tenant information, and click Submit to submit the transaction. Page 5 of 34

6 Slide 6 - Simulation Simulation Transaction The following simulation takes you through the steps needed to create an initial certification transaction using the MITAS Internet Property Management site. You will be shown the appropriate steps to follow. Page 6 of 34

7 Slide 7 - Slide 7 Select the Address text box. Type in the web site address of the MITAS Internet Property Management site. Page 7 of 34

8 Slide 8 - Slide 8 Press Enter key Page 8 of 34

9 Slide 10 - Slide 10 The MITAS Internet Property Management Login page appears Select the Web Profile combo box Page 9 of 34

10 Slide 11 - Slide 11 Select the appropriate Property Manager item (Property Manager or Property Manager - Compliance) Depending on the way your agency is set up, there are two valid Property Manager items that you could choose: Property Manager or Property Manager - Compliance. A Property Manager can view and input data for both compliance and financials. A Property Manager - Compliance can view and input data for only compliance. Your agency may have established both types of property manager items or only one option may be valid. Page 10 of 34

11 Slide 12 - Slide 12 Select the Property Manager Number text box, and input the appropriate number The Property Manager Number is the company or agency number. You cannot view or input data for more than one company or agency at a time. Page 11 of 34

12 Slide 13 - Slide 13 Select the Username text box, and input your username (do not use an administrator username) Page 12 of 34

13 Slide 14 - Slide 14 Select the Password text box, and input your password Page 13 of 34

14 Slide 15 - Slide 15 Click the Login button Page 14 of 34

15 Slide 17 - Slide 17 The Main Menu page appears Select the Property Information menu item Page 15 of 34

16 Slide 19 - Slide 19 The Property Information page appears For security reasons, you must know the property number for which you are trying to create a transaction Select the Retrieve Property text box, and input the Property Number Page 16 of 34

17 Slide 20 - Slide 20 Click the Retrieve button Page 17 of 34

18 Slide 22 - Slide 22 The Property Information page appears Verify the property address information is correct. If the information is not correct, contact your agency. Click the Transactions button to create an Initial Certification transaction Page 18 of 34

19 Slide 24 - Slide 24 The Transaction page appears Select the Building combo box Page 19 of 34

20 Slide 25 - Slide 25 Select the appropriate building number item Page 20 of 34

21 Slide 26 - Slide 26 Select the Unit combo box Page 21 of 34

22 Slide 27 - Slide 27 Select the appropriate unit item Page 22 of 34

23 Slide 28 - Slide 28 Click the Retrieve button to obtain the transaction data for this building and unit number Page 23 of 34

24 Slide 30 - Slide 30 The Transaction page appears All transactions are shown on this page for this building's unit Click the Insert Transaction button to create an Initial Certification transaction Page 24 of 34

25 Slide 32 - Slide 32 The Transaction detail (date and type) page appears An Initial Certification is reserved for existing tenants only. This certification is used to change a Market unit to a Low Income unit. Note: An initial certification transaction is not the same as a move-in transaction. Initial certification transactions are for tenants already living in a market unit that qualify for a new program, and therefore the unit can now be designated as a low income unit. At month end, the system performs the compliance check to verify the tenant is eligible for the program. A move-in transaction should only be used when the tenant first moves in to the unit. Select the Effective Date text box, and input the date of the initial certification Page 25 of 34

26 Slide 33 - Slide 33 Select the Certification Type combo box Page 26 of 34

27 Slide 34 - Slide 34 Select the Initial Certification item Page 27 of 34

28 Slide 35 - Slide 35 Click the Submit button Page 28 of 34

29 Slide 37 - Slide 37 The Transaction Tenant Information page appears Verify the tenant information inputting any missing information Page 29 of 34

30 Slide 38 - Slide 38 Click the Submit button once you have updated all the tenant information Page 30 of 34

31 Slide 40 - Slide 40 The Transaction detail page appears Page 31 of 34

32 Slide 41 - Slide 41 Now that this transaction is complete, you can either access the main menu to input more transactions, or log off the system Click the Logoff button to log off the system Page 32 of 34

33 Slide 43 - Slide 43 The Loggoff page appears End of simulation Page 33 of 34

34 Slide 44 - End Congratulations! You have completed Page 34 of 34