To cancel an activity within a homelessness case

The procedure to cancel an activity within a homelessness case 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 the activity to be cancelled.
5. Click on Activity Actions 3. The Activity Actions window is displayed.
6. Using the Select action drop-down field, select the specific status progression value of Cancel Activity.
7. Click on Next. The Cancel Activity window is displayed.
8. Using the Cancellation reason drop-down field, select a parameter value to qualify the circumstances surrounding the cancellation of the homelessness activity e.g. No Longer Valid, Not Required for Specific Case, etc. 4.
9. Use the Notes field to add contextual data in support of the homelessness activity being cancelled.
10. Click on Save. The status of the homelessness activity is set to Cancelled and the End date is stamped with the current system date 5.

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 only available for homelessness activities that are currently in progress (i.e. with a status of Live), and where no inherent tasks have already been completed.

4 These custom values can be populated by the end user via the general lookup parameter entitled Homelessness Activity Cancellation Reasons.

5 All outstanding tasks linked to the homelessness activity will reflect the same status progression.

See related topics...

Homelessness activity progression management overview

To complete an activity within a homelessness case

To link a new activity to a homelessness case

To define a general lookup parameter value

Using the search facility