To insert a note against a housing options task

The procedure to insert a note against a housing options task is as follows:

1. Using the Advanced search spy-glass (), select Housing Options Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Housing Options Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the housing options case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
4. Select the specific card matching the task against which a note will be appended.
5. Click on New Note. The Task Note window is displayed.
6. Enter the Details of the new housing options task note into the field provided.
7. Click on Save. The new note is displayed as a discrete event within the Notes summary table (accessible via the Notes tab), including the date stamp and name of the end user by whom it was created 2. All such notes are categorised as type Task.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status) to ensure that the correct housing options case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Automatically recording this information against each task note maintains a full audit history of all supporting activities, capturing the correct timeline of events.

See related topics...

Housing options task progression management overview

Using the search facility