Transcript TFACTS Scanning Guide

TFACTS Scanning/Saving
Procedures for Saving RHET
Packets and Other Documents
into TFACTS
Saving a RHET Packet in TFACTS
The following slides will walk you through
the process of scanning/saving RHET
packets into TFACTS.
Once you have successfully saved the
RHET packet into TFACTS, you will no
longer be required to fax or email that
information to RHET.
After completing a
Resource Search,
you will be taken
to the “Resource
Overview” screen.
Click on the
“Home Study” link
and the home
study history will
display to the
right.
Click on the
“document” link to
the right of the
appropriate home
study.
Click on the
“Document Type”
drop down box. As
you will see in the box
displayed, these are
your “Document
Type” selections.
Click on the “RHET
Packet” option.
Type in the name
of the file into the
“Document
Name” box.
We suggest that
you choose a
document name
as shown to the
right or last
name, first name
and date.
Click “Browse” to
attach your file.
A box will pop up
that will allow you
to search for your
document.
Once you have
located your
document, click
“Open”
You will now see
your document in
the “File to Attach”
box.
Click “Save”
Your document
should now show
below the “Display”
button. This means
your document is now
saved into TFACTS.
To the right you
should see the name
of the person who
saved the document,
as well as the date
and the time it was
saved.
Please click on the
“Document ID” to
review your saved
information. You will
just want to ensure
that you saved the
correct document and
it appears as you
have intended.
If you wish to delete this document and
start over, click the “delete” link to the
left.
Saving Additional Resource Home
Documents into TFACTS
There are additional documents that may be saved into
TFACTS. Just a few examples of documents that could
be saved are:
•
•
•
•
Digital Photos
Floor Plans
Proof of Income Documents
Training
For documents that
are more
generalized, not
specific to a Home
Study, click on
“Document” link
adjacent to the
Resource Overview
page.
Click on the
“Document Type”
drop down box.
Select the applicable
document type.
Follow the same
steps as you would
for saving a RHET
packet.
In order to view
saved documents,
you will need to
select the document
type from the
“Document Type”
drop down box.
Click “Display”
Any saved
documents of that
type will be available
for review, below the
“Display” button.