To create a new homelessness case via a contact record

The procedure to create a new homelessness case via a contact record is as follows:

1. Using the global search facility, type in the first few characters of the contact relevant to the new homelessness case 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Homelessness Cases (contact summary 360 view) 2. The Homelessness Cases tile is activated.
4. Click on New Homelessness Case. The Create Homelessness Case - Select Group window is displayed, revealing all group memberships relevant to the selected contact, as displayed in the Contact Group summary table.
5. 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 3 1. Where an applicant is ineligible for assistance, activate the Restricted person tick box provided.
6. 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.
7. Using the Company drop-down field, select the company for which this homelessness case is relevant.
8. 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.
9. 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 4.
10. 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).
11. 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.
12. Click on Create Case. The Case Assignment window is displayed, ready to assign ownership for the homelessness case 5. This requisite step is covered separately in the topic To allocate an owner to a homelessness case.
13. 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 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Any pertinent information already held for each contact member will automatically be displayed.

4 Region-specific rules dictate that, where the overarching master category is Homelessness, the field label will be displayed as Application date.

5 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 CRM communication

Using the search facility