Guide
Plan the move from file rooms to governed digital records.
This guide is written for housing authority staff planning the move from paper tenant files and paperwork-driven processes to governed digital records and automated workflow. It walks through the milestones a typical housing authority hits along the way, from deciding what to digitize first through running day-to-day operations digitally.
What's inside
Four milestones most housing authorities hit.
- Records digitization. Deciding which household files and document types convert to digital first, and in what order.
- Metadata and checklists. Structuring indexing and completeness rules so digital files stay retrievable and review-ready.
- Workflow automation. Introducing routing for intake, recertification and approval steps instead of manual hand-offs.
- Ongoing operations. Keeping digital files current and complete after the initial conversion is done.
This is a planning guide, not a product manual. It applies whether or not a housing authority ultimately uses FileVision.
Related solutions
Where this roadmap leads.
Electronic Tenant Records
Transaction-based tenant, HCV and LIPH files, the system most authorities digitize into first.
Explore ETRALFO Content and Workflow
Digital forms, e-signatures and workflow routing for the automation milestone in this guide.
Explore ALFO
Ready when you are
See FileVision on your files.
A 30-minute walkthrough of ETR, ALFO or InvoPay, tailored to your housing authority.