To apply an activity action within a homelessness case

The procedure to apply an activity action within a homelessness case is as follows:

Using the Advanced search spy-glass (), select Homelessness Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Homelessness Case Details window is displayed.
Click on Prevention Activities, Assessment Activities or Reviews, as appropriate 2. The Prevention Activities / Assessment Activities / Reviews tab is activated.
Click on Activity Actions. The Activity Actions window is displayed.
Using the Select action drop-down field, select the desired progression stage for the homelessness activity 3. Each progression stage option is summarised in the table below.

Note

1 Additional search criteria may need to be employed (e.g. start date range, company, status, category) to ensure that the correct homelessness case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Custom categories linked to the homelessness case, and therefore the overarching master category, will determine the availability of the Assessment Activities tab, the Reviews tab only becomes active once a Decision Date is recorded for the current assessment record.

3 System validation rules ensure that only those options appropriate to the current progression stage of the homelessness activity are available for selection.

Field	Description	Next Step
New Task	Applied in the instance where the progression of a homelessness activity requires the inclusion of an additional task, outside of the execution path workflow.	This requisite step is covered separately in the topic To link a new activity task to a homelessness case.
Complete Activity	Applied in the instance where all required actions relevant to the homelessness activity have been completed, and no mandatory tasks are still outstanding.	This requisite step is covered separately in the topic To complete an activity within a homelessness case.
Cancel Activity	Applied in the instance where progression of the homelessness activity is no longer required, and no inherent tasks have already been confirmed as completed.	This requisite step is covered separately in the topic To cancel an activity within a homelessness case.

See related topics...

Homelessness activity progression management overview

To link a new activity task to a homelessness case

To complete an activity within a homelessness case

To cancel an activity within a homelessness case

Using the search facility