To allocate an owner to a homelessness case

The ownership for an individual homelessness case can be assigned to a specific end user, or simply linked to a role from which a subset of users would be automatically determined, any of whom then being permitted to pick up the case for onward progression. Typically, ownership is determined from the homelessness category and then automatically ascribed at the point of launching the case. However, where no assigned user or roles have been inherited from the overarching category, these must be set manually before the resulting case can be progressed.

The procedure to allocate an owner to a homelessness case is as follows:

1. Prerequisite procedural steps are covered separately in the topics To start a new homelessness case, To create a new homelessness case via a contact record and To create a new homelessness case via a CRM communication. Refer to these before proceeding to step 2.
2. With the Case Assignment window displayed, enter the name of the user account to whom ownership for the homelessness case will be assigned 1. All possible matches are returned in the User Search Results summary table.
3. Double-click on the row matching the desired user account to be ascribed ownership for the homelessness case. The chosen name appears adjacent to the Selected Users caption.
4. Alternatively, to define shared ownership responsibilities for the homelessness case: (a) Click on the adjacent spy-glass icon () - The Select User window is displayed, revealing all active role membership headings 2; (b) Click on the nested expansion level pointer icons () to reveal those individual user accounts with matching membership attributes - activate the tick box against one or more user accounts relevant to the progression of the homelessness case; (c) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 3; (d) Click on Select - A summary of the chosen user account cohort appears adjacent to the Selected Users caption.
5. Additionally, to configure homelessness case ownership accountabilities at role membership level, use the New role drop-down field to multi-select all overarching roles that represent the subset of user accounts to whom the homelessness case will be assigned, or independently choose the All option, as required 1.
6. Click on Save. The Homelessness Case Details window is displayed, ready to progress all activities pertinent to the new homelessness case, and the defined accountabilities are denoted in the Assigned to field.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 This option is only activated in the instance where no allocation rules have been defined for the overarching support provision type.

2 The returned results can be refined further by entering a component of the User name into the dynamic search field provided.

3 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer user accounts out of the right ('required') pane.

See related topics...

Homelessness case management overview

To start a new homelessness case

To create a new homelessness case via a contact record

To create a new homelessness case via a CRM communication

To define an automatic allocation rule for a homelessness case

Using the search facility