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PIC + TransNet
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Today – Navigating PIC & TransNet
Primary PIC Modules TransNet Program
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Navigating PIC Development Submission Viewer Reports
Tenant ID Management Ad Hoc Report HA Query ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Who’s in the Unit Submit to PIC/Errors Current 50058 Score & Late Records SSN Errors PIC Tenant List Last at any HA
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Development – Who’s in the Unit
1. Click Development sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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2. Select development from drop-down box. Then click the Unit tab.
3. Click Select ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Building & Unit Search Screen
Tenant Occupying Unit ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Vacancy (Aging Report)
Now called the Aging Report Displays all units that are Vacant on PIC Lists number of days Vacancy ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Development 1) Development
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Select Reports 1. Select Reports
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Vacancy or aging report
2. Select Occ/Aging Report 3. Select Developments 5. Select Generate Report 4. Select Aging ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Aging Report 1. New –Unit Status
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Submission 1) Submission
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Submission These processes are automated in
TransNet Automatically uploads for you through the “Gather” wizard Retrieve PIC Error Reports in Ticket Table ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Upload Files Select Choose File
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Select File and then open
Upload Files ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Upload Files Select Upload
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Select Ticket number to View Errors
Select Report tab View Error Reports Select Ticket number to View Errors ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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1. Click Viewer sub-module link
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2. Enter Name or SSN for HoH
Enter SSN For HoH 2. Enter Name or SSN for HoH 3. Click Search button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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50058 Search Results Print 50058 Online EOP link View 50058
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Viewer 50058 ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Online EOP Current 50058 Enter Effective Date of move out
Click Save to complete EOP Note: Click Close to cancel. ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Print 50058 Print 50058 ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Reports (All Updated Monthly)
1. Click Reports sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Delinquency Report Tab
3. Select Field Office 4. Click Report button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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PIC Delinquency Report
Click ‘View Entire Report’ button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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PIC Delinquency Report
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3. Click Public Housing Agency link
Re-exam Report 1. Select Re-exam tab 2. Select Program Type 3. Click Public Housing Agency link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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HA Selection 4. Select Within State
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Select State For Report
5. Select State from dropdown 6. Click HA List button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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7. Select HA from dropdown
Select HA For Report 7. Select HA from dropdown 8. Click Reports button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Update any household with last re-exam more than 12 months old
View Re-Exam Report –S8 Update any household with last re-exam more than 12 months old ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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View Re-Exam Report –PH
Update any household with last re-exam more than 12 months old ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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3. Click Public Housing Agency link
HQS Report 1. Select HQS tab 2. Select Program Type 3. Click Public Housing Agency link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Number of Months since last HQS Inspection
View HQS Report Number of Months since last HQS Inspection ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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2. Select ‘Within a State’
Section 8: SEMAP Report 1. Select SEMAP tab 2. Select ‘Within a State’ ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Select State For Report
3. Select State from drop-down list 4. Click HA List button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Select HA Name For Report
5. Select HA from list of HAs 6. Click Reports button ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Indicator 9: Annual Re-exam
Includes six reports, one for each indicator Section expands to show list of late re-exams ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Section expands to show list of late tenants
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Indicator 10: Correct Tenant Rent
Click on Indicator 10 tab ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Indicator 11: Lease-up HQS
Click on Indicator 11 tab Section expands to show list of tenants who had an inspection date after their move in date ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Indicator 12: Continuing HQS
Click on Indicator 12 tab Now Biennial ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Section expands to show list of FSS Tenants
Indicator 14: FSS Click on Indicator 14 tab Section expands to show list of FSS Tenants ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Click on Tenant ID Management link.
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Tenant ID Management Reports
Select Report tab ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Tenant ID Management Reports
These fields will be pre-populated So you can immediately select Generate Report ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Invalid Tenant ID Report
This will show all SSN Errors for your Agency ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Ad Hoc Tenant List 1. Click Form Adhoc Report
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Program Type 2. Select Program Type 3. Click Continue
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Transaction Type & Date Range
4. Select Active Transaction Types 6. Click Go to Field Selection 5. Select a Wide Date Range
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7. Select the data fields that you need
Choose Fields 7. Select the data fields that you need
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8. Click Generate Report at the bottom of the page
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It will give you the total Number of Tenants
PIC Tenant List! It will give you the total Number of Tenants It will also give you the current information on PIC found the data fields you selected
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HA Query: In The PIC Viewer
1. Click HA Query sub-module link ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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HA Query: SSN To Search 4. Enter HoH SSN 5. Click Retrieve
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The HoH you searched is not in PIC system
HA Query Results The HoH you searched is not in PIC system ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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HA Query Results Housing Program Type
PHA that submitted the record in PIC Last record submitted to PIC ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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HA Query Results Housing Program Type
PHA that submitted the record in PIC Last record submitted to PIC ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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TransNet Error Checking
These processes are automated in TransNet looks in PIC Modules to determine what errors you will receive Let’s Look at TransNet ______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
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Training Agenda What Is TransNet?
TransNet Error Checking PIC Submission Cycle Real-Time Reports Monthly Practices
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What Is TransNet? ● A WinTen 2+ module that sends electronic records to PIC ● Advantages: PHA PIC ► Automated submission to PIC ► Comprehensive error checking with full descriptions and solutions ► Real-time reports for late re-examinations and HQS inspections x
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TransNet Error Checks ● Field Data
► data in WinTen 2+ is missing or incorrect ► Checked by WinTen 2+ when certification is finalized ● Tenant ID ► Last Name or Birthdate does not match the SSN on file with SSA ► SSN, Last Name or Birthdate is incorrect in WinTen 2+ ● Record Match ► Wrong transaction or date is submitted to PIC ► Records must be sent in correct order based on Effective Date Annual Re-Exam Certification Effective Date: 8/31/2016 End of Participation Certification Effective Date: 8/15/2016
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1- Finalize Certification
Successful certification:
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1- Finalize Certification
● To view submission status of certification, click eTrans tab on Household screen. ● Submitted Date and Ticket number are empty until certification is submitted to PIC.
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2- Correct Field Data Errors
Any Field Data errors are displayed and must be corrected before certification can finalize.
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3- Gather Records To open TransNet, search for transnet on Home screen, then click TransNet – PIC menu.
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X ● Click Gather button to start the process.
3- Gather Records ● Click Gather button to start the process. ● Never click the Submit button! X
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Select data area(s) you want to submit.
3- Gather Records Select data area(s) you want to submit.
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3- Gather Records Gather for the current month, setting Effective Date = the last day of the current month.
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Click Start button to begin.
3- Gather Records Click Start button to begin.
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4- Check for PIC Errors TransNet connects to PIC and validates records against PIC data.
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5- Print Validation Report
Households with PIC errors are shown at top.
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5- Print Validation Report
Submission statistics are shown at bottom. } 4
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5- Print Validation Report
Click Print Report button to view/print report.
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5- Print Validation Report
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5- Print Validation Report
Print report to use when making corrections.
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5- Print Validation Report
Close report to continue.
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5- Print Validation Report
Click Next button to continue.
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6- Upload To PIC Click Finish button to upload to PIC.
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6- Upload To PIC ● Report of records being submitted is shown. ● Print report if desired. ● Close report to continue.
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6- Upload To PIC When done, click Yes button to exit wizard.
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7- Mark Records TransNet marks records in WinTen 2+ with submission date and ticket number.
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7- Mark Records Submitted Date and Ticket will now have values under eTrans tab on Household screen.
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8- Correct PIC Errors Refer to Validation Report printed in Step 5.
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8- Correct PIC Errors There are 3 parts to every item on the report:
● The that was submitted ● What is wrong with the record ● The solution for fixing the record
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8- Correct PIC Errors Tenant ID Error
● Matthew’s SSN does not match SSN on file at SSA. ● Pull SS card from file and review it. Correct it in WinTen 2+ if applicable. Otherwise, tenant must contact SSA to correct problem.
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8- Correct PIC Errors HQS Inspection Warning
● Last annual HQS inspection is > 24 months prior to this record. ● Review inspection file and enter current annual inspection in WinTen 2+.
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8- Correct PIC Errors Record Match Error
● Household had EOP from other PHA, but you sent a Port In from your PHA. ● Change the Port In to a New Admission.
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8- Correct PIC Errors Field Data Error
● Next Annual Re-exam is > 13 months later. ● Change Re-exam date to 12 months.
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8- Correct PIC Errors To correct a certification, choose Correct or Void Certification from Big Actions menu.
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8- Correct PIC Errors ● Enter these values in Correction Wizard.
● Click Next button.
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8- Correct PIC Errors Make correction. This was the Field Data error where Annual Re-exam was > 13 months.
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8- Correct PIC Errors Finalize certification.
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8- Correct PIC Errors Correcting Tenant ID error where last name did not match SSN.
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8- Correct PIC Errors Correcting warning where last annual HQS inspection was > 24 months prior.
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Repeat Submission Cycle
Finalize Certification 1 Gather Records 3 Check For PIC Errors 4 Upload To PIC 6 Mark Records 7
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9- Generate PIC Errors ● Double checking for errors possibly missed. ● Click Tickets button to see prior submissions.
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9- Generate PIC Errors ● Closed: No errors were found ● Submitted: Not yet checked for PIC errors
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9- Generate PIC Errors Click Retrieve Error Report from PIC button.
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9- Generate PIC Errors Download is done. Click Yes to exit wizard.
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9- Generate PIC Errors Open w/Errors: Errors found in batch
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9- Generate PIC Errors To view PIC Error Report, choose PIC Error Report w/o Warnings from Reports menu.
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You can print the report if desired
9- Generate PIC Errors This will show raw PIC Errors that might have been missed in the validation process. You can print the report if desired
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PIC Functions in Completed Certs
● Resubmit an etrans ● Create a Transaction 13 ● Create a physical Void
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Completed Certs Use the small actions button
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Real-Time Reports ● 3 Reports: ► PH Late Re-exam ► S8 Late Re-exam
► S8 Late HQS Inspection ● Available on PIC website, but only updated once a month ● Available in TransNet in real- time using PIC’s Ad Hoc Report feature ● TransNet handles the complexity of Ad Hoc Reports (options, sorting, filtering)
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Real-Time Reports Click Reports button to view real-time reports.
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Real-Time Reports ● Select desired report (see descriptions).
● Click report icon button.
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Real-Time Reports Click Yes button to pull latest data from PIC.
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Real-Time Reports PH Late Re-exam
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Real-Time Reports S8 Late Re-exam
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Real-Time Reports S8 Late HQS Inspection
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TransNet Setup ● Submission problems can arise if TransNet is not properly set up. ● The most common problem: TransNet cannot connect to PIC due to incorrect user ID or password. ● Before accessing Setup, log onto PIC website to verify your user ID and password. PHA PIC
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TransNet Setup Click Setup button to access configuration.
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TransNet Setup ● PHA code and password provided by PM.
● Never change these!
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TransNet Setup ● Your unique user ID and password.
● To update, first click Edit button.
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Monthly Practices ● Gather and submit to PIC at least monthly
● Correct errors and re-submit ● Run real-time reports ● Re-finalize and re-submit late 50058s ● For fastest support, call our operator: (877) x0
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TransNet Thank You!
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