To cancel a homelessness task

The procedure to cancel a homelessness task is as follows:

1. 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.
2. 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.
3. 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.
4. 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.
5. Highlight the specific task to be cancelled within the overall workflow path.
6. Click on Task Actions. The Task Actions window is displayed.
7. Using the Select action drop-down field, select the specific status progression value of Cancel Task 3.
8. Click on Next. The Cancel Task window is displayed.
9. Using the Cancellation reason drop-down field, select a parameter value to qualify the circumstances surrounding the cancellation of the homelessness task e.g. No Longer Valid, Not Required for Specific Case, etc. 4.
10. Use the Notes field to add contextual data in support of the homelessness task being cancelled.
11. Click on Save. Where links to other subsequent tasks exist, the user is asked to affirm that all tasks within the hierarchy will be cancelled.
12. With the Tasks summary table in current focus, the status of the homelessness task is set to Cancelled and the End date is stamped with the system date and time 5.

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; furthermore, the Reviews tab only becomes active once a Decision Date is recorded for the current assessment record.

3 This option is active only for non-mandatory homelessness tasks that are currently in progress i.e. with a status of Live; where the task exists within a workflow structure, system validation rules also check for the existence of mandatory 'child' tasks.

4 These custom values can be populated by the end user via the general lookup parameter entitled System Case Task Cancellation Reasons.

5 Any related tasks that have been cancelled as a consequence of the user's affirmations will reflect the same status progression.

See related topics...

Homelessness task progression management overview

To bypass a homelessness task

To complete a homelessness task

To place a homelessness task on hold

Using the search facility