The procedure to complete a housing options task is as follows:
- Using the Advanced search spy-glass (
), select Housing Options 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 Housing Options Case Details window is displayed.
- Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the housing options case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
- Select the specific card matching the task to be completed.
- Click on Complete Task 2. The Complete Task window is displayed.
- Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the housing options task e.g. Initial acknowledgement email sent, customised housing options pack dispatched, etc.
- Use the Notes field to add contextual data in support of the housing options task being completed.
- Using the Late completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the SLA target completion date having been exceeded for the housing options task; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 3.
- Click on Save. The current status of the housing options task is set to Complete and the Completion date is stamped with the current system date.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status) to ensure that the correct housing options case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 This option is active only for housing options tasks that are currently in progress.
3 These fields are activated only in the instance where the SLA target date for the housing options task has expired.
See related topics...
Housing options task progression management overview
To cancel a housing options task
To place a housing options task on hold
Using the search facility
