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Checklist

Find out what your tenant files still need before they go digital.

Scanning a file is not the same as making it review-ready. This checklist helps housing authority staff assess whether a tenant file is actually prepared for digital operation, covering the record-level and organizational questions worth answering before migration begins.

What it helps you assess

Five areas the checklist walks through.

  • Records completeness. Are HCV, LIPH or applicant files missing required forms, notices or evidence.
  • Indexing. Is there a consistent naming and metadata structure across household files.
  • Security and permissions. Are grievance and other confidential records restricted to the right roles.
  • Migration planning. What order files convert in, and how to confirm nothing is lost in the move.
  • Workflow readiness. Are intake, recertification and inspection processes ready to run digitally.
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Get the checklist.

Name, work email and organization, that's it.

This opens your email client pre-filled to info@filevision.net — just hit send and we'll reply with the checklist. Prefer to talk it through first? Request a demo.

Related solutions

Where this checklist leads.

Electronic Tenant Records

Transaction-based tenant, HCV and LIPH files built to hold the records this checklist evaluates.

Explore ETR

Public Housing Authorities

See how PHAs running LIPH, HCV and mixed-finance programs use this checklist in practice.

See the PHA fit
Ready when you are

See FileVision on your files.

A 30-minute walkthrough of ETR, ALFO or InvoPay, tailored to your housing authority.

Request a demo Call 770-551-1400