The procedure to create a new homelessness category is as follows:
- Navigate to Quick Menu > Homelessness > Configuration > Categories. The Homelessness Categories window is displayed.
- Click on New Category. The Homelessness Category window is displayed.
- Enter a Description for the custom homelessness category into the field provided
1.
- Using the Master category drop-down field, select an appropriate parameter value to reflect the overarching status classification i.e. Prevention and Relief or Homelessness.
- Using the Companies drop-down field, multi-select all companies for which this custom homelessness category is relevant, or choose the All option, as required
1.
- Choose an Effective from date for this homelessness category i.e. the date on which it came into effect 2.
- Choose an Effective to date if the homelessness category standing is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the custom category will never expire.
- Click on Confirm. The new custom homelessness category is displayed in the Categories summary table.
- Repeat steps 2 through 8 to create further custom homelessness categories.
- Click on Save.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
Note
1 System validation rules ensure that the description entered for each new homelessness category is unique for the effective period.
2 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
Homelessness configuration management overview
To assign a default activity to a homelessness category
