To define the automatic task path for a homelessness activity

The procedure to define the automatic task path for a homelessness activity is as follows:

1. Navigate to Quick Menu > Homelessness > Configuration > Activity Types. The Homelessness Activity Type Configuration window is displayed.
2. Expand a custom category heading and select a homelessness activity from the alphabetical list, or type its name into the Search Activity Types field. By default the list is filtered to show Current activities. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Tasks. The Tasks tab is activated.
4. Click on New Task Path. The Task Path window is displayed.
5. Using the Companies drop-down field, multi-select all companies for which this automatic task path is relevant, or choose the All option, as required 1 2.
6. Using the Task Path drop-down field, select the desired workflow structure to steer the progression of all newly-created homelessness cases in relation to this underlying activity. Custom workflow structures specific to the homelessness classification can be defined using the Task Path Creator toolkit;  a prerequisite step covered separately in the topic To configure the workflow structure of a task path definition.
7. Choose an Effective from date for this record i.e. the date on which the automatic task path came into effect for this homelessness activity 3.
8. Choose an Effective to date if the assigned task path needs to be reviewed on a specific date or to capture a change of circumstances; a blank field means the inherent workflow structure will never expire.
9. Click on Confirm. The latest active variant of the assigned workflow structure is displayed in the Task Paths summary table 4.
10. 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 required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Activity Types field will match against any element of the homelessness activity description.

2 Only those companies assigned to the homelessness activity will be available for selection.

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

4 Separate task path workflow structures cannot coexist for the same company across overlapping effective periods.

See related topics...

Homelessness activity maintenance overview

To configure the workflow structure of a task path definition

To add a task to a homelessness activity

To create a new homelessness activity