To create a new housing options advice statement

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The procedure to create a new housing options advice statement is as follows:

  1. Navigate to Quick Menu > Housing Options > Configuration > Housing Options Advice. The Housing Options Advice window is displayed.
  2. Click on New Advice 1. All fields are activated ready for data entry.
  3. Enter an Advice description for the statement into the field provided i.e. the short name for the advice entry 2 1.
  4. Using the Companies drop-down field, multi-select all companies for which this housing options advice statement is relevant, or choose the All option, as required 2.
  5. Choose an Effective from date for this advice statement i.e. the date on which it came into effect 3.
  6. Choose an Effective to date if the advice statement is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the advice will be continually valid.
  7. Enter the body text of the advice statement into the text editor provided. A wealth of formatting tools are available to control the appearance of the desired text, the use of which is covered separately in the topic Understanding the communication template editor.
  8. Click on Save 4.


Tip

1 To aid in identification and extended searching opportunities, it is good practice to devise and uphold a consistent descriptive convention for all advice statements.

2 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 required; the All tick box will be automatically removed once an item is de-selected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Advice button is inactive.

2 System validation rules ensure that the description entered for each advice statement is unique for the effective period.

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

4 To amend the details of an existing advice statement, select an entry from the alphabetical list (or type its name into the Search Housing Options Advice field) and repeat steps 3 through 8. By default the list is filtered to show Current advice statements. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.


See related topics...

Housing options advice maintenance overview

Understanding the communication template editor

To preview a housing options advice statement under construction