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. Hover your mouse over the “household 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:
   
   1. Program: Click the dropdown (carrot) to select the program you would like to enroll in.
   2. Project: Click the carrot to select the project you would like to enroll in.
   3. Ledger Name: Type the name of the ledger associated with the enrollment. This is what you will see on the tenant ledger.
   4. Start Date: Click the calendar icon to open the date picker and select a starting date.
   5. Comments: Click the box to type any additional comments.
   6.  Next: Click here to continue.
4. The following Enrollment Wizard will appear to verify the Enrollment Information:
   
   1. Previous: If the information is incorrect, click “Previous” to edit the enrollment.
   2. 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:

1. Details: Click the “V” dropdown to view details.
2. Stop Enrollment: Click the blue “Stop Enrollment” button to cancel a household’s enrollment in a program.
3. Upload Documents: Click the blue documentation button to upload enrollment documents.