To complete an activity within a homelessness case

The procedure to complete 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 completed.
5. Click on Activity Actions. The Activity Actions window is displayed.
6. Using the Select action drop-down field, select the specific status progression value of Complete Activity 3.
7. Click on Next. The Complete Activity window is displayed.
8. Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the homelessness activity e.g. Initial acknowledgement email sent, Advice consultation delivered, etc.
9. Use the Notes field to add contextual data in support of the homelessness activity being completed.
10. 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 homelessness activity; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 4.
11. Click on Save 5. The current status of the homelessness activity is set to Complete and the End date is stamped with the system date.

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 System validation rules ensure that only activities with no outstanding mandatory tasks can be completed.

4 These fields are activated only in the instance where the SLA target date for the homelessness case has expired.

5 All outstanding non-mandatory tasks linked to the homelessness activity are automatically marked as Cancelled.

See related topics...

Homelessness activity progression management overview

To cancel an activity within a homelessness case

To link a new activity to a homelessness case

Using the search facility