Section 8 Voucher Tracking

Transcription

1 Section 8 Voucher Tracking Two new Voucher tabs have been added to the Section 8 Manager module, next to Voucher Snapshot: Voucher Leased and Voucher Activity, for Voucher Forecasting. VMS Report Groups As an aid for correct totals, the user may want to eliminate non-voucher type programs in a more efficient manor than modifying the Projects that the user has permission for. To do this, setup a new VMS Report Group, which will be available for any of the S8Manager tabs (except Staff). Page 1 of 11

2 Below is an example of using the Current Projects Selected, which is All, resulting in totals that contain non-voucher projects. Notice the 2 Mod Rehab and the special IRS- Garnishment projects, which do not need to be included for this process. Rather than constantly changing selected projects and having to change back again, click on the VMS Report Groups option (under Section 8 Manager Setup at the top of the screen). Do NOT modify or add to the Use Current Projects Selected : that report group points to the Projects you ve selected through permanent or temporary security. Instead, click on the New button. Page 2 of 11

3 Enter the new name here and press the TAB key to continue. Next, highlight which project(s) to include in this new report group, and click on the Add Arrow, and Close to save and exit. You can return to this option any time to modify or add to this group, or to add more groups. The new report grouping, Vouchers, will appear in the VMS Report Group drop-down, used in most of the S8Manager tabs. Now the Voucher Snapshot totals just the desired project types. Page 3 of 11

4 Drill-down Click into a cell and if available, a small box will appear allowing the user to drill-down as in this example. Or click in a Total field (highlighted in Green). In this example, the Total of all Issued Tenants for this report grouping. The results of using the drill-down option, which is exportable to Excel and often has other options by right-clicking on a line, is displayed below. This is just a partial screenshot, and has more information available by scrolling Page 4 of 11

5 Voucher Snapshot Tab The Voucher Shapshot is a glance at the current Voucher status at that point in time, similar to running the Voucher Master Report. This particular option is very basic, displaying counts by Project (or breakdown) the 4 stages of a Voucher that the HMS Software keeps track of: Issued Tenant (IT), which is a voucher that is issued to a Tenant who is currently in a unit or is not in a stage of Looking for unit. Usually, HAP Assistance is taking place at this time. Issued Looking (IL), which is a voucher issued to an Applicant or a Tenant in the Active Move About stage. Issued Pending (IP), which is a voucher issed to an Applicant and the Housing Found option of the Offer/Move In Wizard has been completed (but not the Move In option). Available (A), which is a Voucher that is not issued at this time. The drill-down option of the Voucher Snapshot contains the below information. Page 5 of 11

6 The bottom of the screen concludes with some counts, and options to show more information. These are the default settings. Vouchers Leased Tab The Voucher Leased Tab displays and analyzes the Voucher activity for units that become leased. This analysis is based on a date range that the user controls, the default being the current month/year. Please note that the dates for the Voucher Leased tab represent the Move In Date to the unit, NOT the Voucher Issued date. The Voucher Issued date may fall outside of this date range. Page 6 of 11

7 In this next example, the dates have been modified to include the entire 2010 year. The 30 / 60 / 90/ 120+ Days represent the units that have been leased up within those day ranges since the Voucher Issued date, for all units with a new move in date within the displayed date range. This reflects New Admissions as well as Unit Transfers. The Percentages in these columns reflect the percentage of units leased within that time period. Because this option only analyzes Move Ins, the Percent Total will always be 100%. In this example of using the drill-down feature of the 50 units falling in the leased within 30 day category, the user will be able to use the detail for more analysis. Date Issued in RED reflect a problem: the dates here are in the future, or past the move in date. The bottom of the screen display the Average Days. Page 7 of 11

8 Right-click on a Tenant to view either the Voucher History or the S8 Unit History. Page 8 of 11

9 Page 9 of 11

10 Voucher Activity Tab The Voucher Activity Tab displays and analyzes the Voucher activity for ALL Vouchers Issued within the from/thru period. This analysis is based on a date range that the user controls, the default being the current month/year. This columns represents the Total Number of Vouchers ISSUED within the dates selected. This does NOT reflect Move In Dates. Of the Voucher Issued for the time period selected, this is the total number of Units Leased. In this case, the move in date could be outside of the date range (i.e., the total vouchers could include a voucher issued on 12/20/2010, while the move in date to the unit could be 1/1/2011). The Percentages in these columns reflect the percentage of units leased for the Voucher issued. The total number of Leased Units will usually be less than the number of Vouchers Issued. For the remaining Vouchers that have not been leased, these totals and percentages reflect Issued Looking, Issued Pending, and Issued Expired. The drill-down feature of the Total Issued displays the various Statuses of the Voucher as well as the Port Status (in green) of the Applicant or Tenant. This particular screen Page 10 of 11

11 analyzes Voucher History, resulting in more codes that aren t usually seen by the user. An example is IC, which is normally displayed as IL for an Issued Looking Tenant during the Move About stages. Another is IX for Issued Expired. Status Column (yellow): IC = Issued Looking Tenant (Active Move About) IL = Issued Looking Applicant IP = Issued Pending Applicant (Housing Found) IT = Issued Tenant Port Status Column (green): O = Applicant PI = Portable In PO = Portable Out T = Tenant (non-portable) IX = Issued Expired (Voucher was expired through Voucher Maintenant) Page 11 of 11