Revised: 03/20/2014
Go to Maintain>>Tenants (Active)
In the Last Name field, enter the last name of the tenant and select from the list.
If the file is in "read only" mode go to Quick Link>>Unlock Tenant File. Select a Tracking Code and/or enter a modified description and click Save
Click the FSS tab
Check the box beside Is Tenant FSS Participant now or in last year
Click the Main tab
Click the down arrow beside Save and select Save without clearing view
Go to Quick Link>>FSS Worksheet
Click Create FSS Entry button after removing the default date, if applicable (see below)
When the FSS Worksheet program is opened, the date will default to the Effective Date on the Tenant Master, if this date is not the same as the FSS Start Date, remove the date leaving it blank and press the Create FSS Entry button.
Enter the Effective Date of Change this should be the same date as the FSS Start date (enrollment date)
Report Type should default to Enrollment, if not, select Enrollment
Complete the information on the General tab, except for FSS Account Information
Click Family Services1 tab
Complete the information on this tab page
Click Family Services2 tab
Complete the information on this tab page
Click the down arrow beside Save and select Save without clearing view
Click Escrow Worksheet tab
Verify the information on this tab page
Click the Print Worksheet button
Click General tab
Click the down arrow beside the Save icon and select Save without clearing view
Go to Quick Link>>Create FSS Record
After the 50058 has been created with no errors, if the validation box asks to print the 50058 now, click Yes to open the 50058 Forms (FSS Worksheet) dialog box
Go to Quick Link>>Print FSS Worksheet to open the 50058 Forms (FSS Worksheet) box
The newly created 50058 should be highlighted
The Type should be 8, FSS/WTW Addendum Only
Select Preview or Print
Close the 50058 Forms (FSS Worksheet) after printing if it is still open
Close the Tenant Management FSS Worksheet view
From Tenant Master (Active)
If the tenant's file is in "Edit Mode" go to Quick Link>>Lock Tenant File to return to "Read Only" mode.
Thereafter, when viewing the Tenant Management FSS Worksheet screen, it will default the Effective Date of Change to the Eff Date from the Tenant Master (Active)>>Main tab. Tab through or click on any tab page to view FSS information.