Review Module Overview
The review process has been developed to manage annual reviews of the housing register.
The aims are of the Locata Pro review module is to:
- Ensure housing register applicant details remain up to date and accurate
- Remove those that are no longer active
- Remove those that no longer wish to remain on the housing register
Re-Registration process - On line
No, my circumstances have not changed
Yes, my circumstances have changed
Marking a member as reviewed in bulk
Reviewing an applicant individually on the CRM page
Please Note: The following pages describes some of the pages you may see in your own back office others will be similar but different in the detail. They will do the same process, however they may be named or organised differently dependant on the scheme. The system is flexible and configurable to specific schemes and their choice and not all functionality may be present in your own scheme, the pages all perform and act in the same way so processes may vary.