To create an allocation rule for a housing option workflow

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The procedure to create an allocation rule for a housing option workflow is as follows:

  1. Navigate to Quick Menu > Housing Options > Configuration > Housing Options Type. The Housing Options Type Configuration window is displayed.
  2. Select a housing option workflow from the alphabetical list or enter its name into the Search Housing Options Type field. By default the list is filtered to show Current types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Allocations. The Allocations tab is activated.
  4. Click on New Allocation Rule. The Default Housing Options Case Allocation Rule window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this allocation rule is relevant, or choose the All option, as required 1.
  6. Using the User drop-down field, multi-select all user accounts that may be automatically assigned housing option cases of this type.
  7. Using the Role drop-down field, multi-select all overarching roles, representing a wider subset of user accounts that may be automatically assigned housing option cases of this type e.g. Housing Options Service Advisor, Housing Officer, etc.
  8. Choose an Effective from date for this assigned allocation rule i.e. the date at which it becomes active 2.
  9. Choose an Effective to date to automatically deactivate the allocation rule on a specific date in the future; a blank field means the rule will remain assigned to the housing option workflow in perpetuity.
  10. Click on Confirm. The assigned allocation rule is displayed in the Allocation Rules summary table, with the inherent users and roles revealed in the Allocation Rule Members summary table 3.
  11. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is de-selected.

Note

1 The Search Housing Options Type field will match against any element of the workflow description.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 To remove the assigned allocation rule, change the Effective to date to be in the past.


See related topics...

Housing options workflow maintenance overview

To create a new housing option workflow

To add an advice statement to a housing option workflow