The procedure to create a new homelessness case via a CRM communication is as follows:
- Using the Advanced search spy-glass (
), select CRM Communication as the Search for and Search by category, and enter the Communication 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 Communication Details window is displayed.
- Click on New Case. The Select Case Type window is displayed.
- Using the Case type drop-down field, select the specific classification option of Homelessness.
- Click on Next. The Create Homelessness Case - Search Group window is displayed.
- Enter sufficient contact group details into the search fields provided and click on Search. The Create Homelessness Case - Select Group window is displayed, returning all possible matches.
- Double-click on the row matching the contact group to which the new homelessness case relates. The Create Homelessness Case - Member Details window is displayed, revealing the data profile for each member of the selected contact group as a separate tile. Complete all mandatory fields for each successive contact; use the Next and Back buttons to navigate between adjacent applicants 2
1. Where an applicant is ineligible for assistance, activate the Restricted person tick box provided.
- Click on Next. The Create Homelessness Case - Case Details window is displayed; use the Back button at each successive stage to rectify any errors or omissions.
- Using the Company drop-down field, select the company for which this homelessness case is relevant.
- Using the Category drop-down field, select the initial custom category to steer the progression of the homelessness case in line with the overarching master status classification i.e. Prevention and Relief or Homelessness.
- Where applicable, enter the Approach date relevant to the new homelessness case using the adjacent calendar icon (
), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which a request for help and advice was formally submitted 3.
- Where applicable, complete the region-specific fields to capture the Initial assessment date (using the adjacent calendar icon (), or typing in the value directly) and Initial assessment outcome (a single-select list of prescribed outcome parameters).
- Using the Has this case been referred? drop-down field, specify the region-specific status in respect of a third party referral; the associated Referral agency and Referral received fields must also be completed using the adjacent single-select list and date selector respectively.
- Click on Create Case. The Case Assignment window is displayed, ready to assign ownership for the homelessness case 4. This requisite step is covered separately in the topic To allocate an owner to a homelessness case.
- Click on Save. The Homelessness Case Details window is displayed, ready to progress all activities pertinent to the new homelessness case.
Tip
1 Use the Left (
) and Right (
) scrolling arrows to reveal additional contact member tabs that might be hidden from view.
Note
1 Additional search criteria may need to be employed (e.g. start date range, communication method, company) to ensure that the correct communication is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 Any pertinent information already held for each contact member will automatically be displayed.
3 Region-specific rules dictate that, where the overarching master category is Homelessness, the field label will be displayed as Application date.
4 This option is only activated in the instance where no allocation rules have been defined for the selected custom category.
See related topics...
Homelessness case management overview
To allocate an owner to a homelessness case
To define an automatic allocation rule for a homelessness case
To start a new homelessness case
To create a new homelessness case via a contact record
Using the search facility
