To create a new housing option workflow

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The procedure to create a new 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. Click on New Type 1. All fields are activated ready for data entry.
  3. Enter a Description for the housing option workflow into the field provided 2.
  4. Using the Form template drop-down field, select the question form template appropriate for this housing option workflow 3.
  5. Using the Contact group type drop-down field, select the target group to whom the housing option workflow is applicable e.g. Household, External Agency, etc.
  6. Using the Contact type drop-down field, select the category of contact to whom the housing option workflow is applicable e.g. Tenant, Leaseholder, Care Provider, etc.
  7. Using the Company drop-down field, multi-select all companies for which this housing option workflow is relevant, or choose the All option, as required 1.
  8. Choose an Effective from date for this housing option workflow i.e. the date on which it came into effect 4.
  9. Choose an Effective to date if the housing option workflow is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the workflow will never expire.
  10. Click on Save 5.


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

2 System validation rules ensure that the description entered for each new housing option workflow is unique for the effective period.

3 Only question form templates categorised as Housing Options Enquiry Form will be available for selection.

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

5 To amend the details of an existing housing option workflow, select a type from the alphabetical list (or enter its name into the Search Housing Options Type field) and repeat steps 3 through 10. 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.


See related topics...

Housing options workflow maintenance overview

To add an advice statement to a housing option workflow

To create an allocation rule for a housing option workflow

To add a task to a housing option workflow

To create a new question form template