To apply a task action within a homelessness case

The procedure to apply a task 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, revealing all matching activity records linked to the homelessness case, as displayed in the Activities summary table.
Highlight the specific row matching an activity containing one or more linked tasks. All ad hoc tasks assigned to the homelessness activity are displayed in the Tasks summary table, together with those included in the underlying workflow structure 1.
Highlight the specific task against which an action will be applied.
Click on Task Actions. The Task Actions window is displayed.
Using the Select action drop-down field, select the desired progression stage for the homelessness task 3. Each progression stage option is summarised in the table below.

Tip

1 By default, all homelessness tasks are sorted numerically by their unique reference; to aid analysis, rows can be reordered by clicking on any of the available headings.

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 task are available for selection.

Action	Description	Next Step
Bypass Task	Any optional homelessness task contained within the overall workflow structure - one that is not flagged as mandatory - can be skipped, at the end user's discretion.	This requisite step is covered separately in the topic To bypass a homelessness task.
Complete Task	Once all relevant activities associated with a homelessness task have been progressed to a satisfactory conclusion, the task may be formally completed by the end user.	This requisite step is covered separately in the topic To complete a homelessness task.
Cancel Task	Applied in the instance where the task is no longer valid e.g. a duplicate task was launched in error. End user notifications will occur in the instance where associated tasks further down the hierarchical structure will also be cancelled as a result.	This requisite step is covered separately in the topic To cancel a homelessness task.
Undo Task	Where a completed homelessness task needs to be repeated afresh, and all inherent activities reset, the task may be reactivated manually.	This requisite step is covered separately in the topic To undo a homelessness task.
Hold Task	Applied in the instance where an 'active' homelessness task is to be placed on hold.	This requisite step is covered separately in the topic To place a homelessness task on hold.
Release Task	Applied in the instance where a homelessness task currently on hold is to be returned to live status.	This requisite step is covered separately in the topic To release a homelessness task currently on hold.
Reassign Task	To transfer ownership of an 'active' homelessness task from one officer to another.	This requisite step is covered separately in the topic To reassign ownership of a homelessness task.
Take Ownership	Where automatic ownership of a homelessness task has defaulted to a specific role, any assigned member can assume responsibility for its onward progression.	This requisite step is covered separately in the topic To take ownership of a homelessness task.

See related topics...

Homelessness task progression management overview

To bypass a homelessness task

To complete a homelessness task

To cancel a homelessness task

To undo a homelessness task

To place a homelessness task on hold

To release a homelessness task currently on hold

To reassign ownership of a homelessness task

To take ownership of a homelessness task

Using the search facility