Contents
-
Section 7 of 7: Documentation Checklist (SB0047)
This object allows for the subsidy specialist to record, update and track the receipt of documentation. In addition, the specialist may identify, notify, and follow-up with the client regarding missing items necessary for eligibility determination. The page is pre-populated with the Checklist Item Types. The worker will then indicate the Checklist Item Needed. If the Item is indicated as "Needed", user will indicate the Documentation Type or Types desired.
The Documentation Checklist page contains the following sections:
Date Fields
Ability to Add Documentation
Checklist Items list
More:
Date Fields
Adding Documentation Items
Checklist Items
Documentation Checklist Letter