To link a new activity task to a homelessness case

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The procedure to link a new activity task to a homelessness case is as follows:

  1. Using the Advanced search spy-glass (), select Homelessness Case as the Result Set and Criteria Set category, and enter the Case ID as the search criteria 1.
  2. Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria. The Homelessness Case Details window is displayed.
  3. Click on Prevention Activities, Assessment Activities or Reviews, as appropriate 2. The Prevention Activities / Assessment Activities / Reviews tab is activated, revealing all matching activity records linked to the homelessness case, as displayed in the Activities summary table.
  4. Highlight the specific row matching the activity to which an additional task will be linked.
  5. Click on Activity Actions 3. The Activity Actions window is displayed.
  6. Using the Select action drop-down field, select the specific status progression value of New Task.
  7. Click on Next. The New Task window is displayed.
  8. Using the Task drop-down field, select an appropriate ad hoc activity task from the filtered list for inclusion in the homelessness case i.e. one that can be progressed outside of the core workflow structure 4.
  9. Click on Save. With the activity returned to current focus, the additional task is displayed in the Tasks summary table.


Note

1 Additional search criteria may need to be employed (e.g. start date range, company, status, category) to ensure that the correct homelessness case is returned; an alternative Criteria Set of Contact or Contact Group may be selected to extend the available search fields.

2 Custom categories linked to the homelessness case, and therefore the overarching master category, will determine the availability of the Assessment Activities tab; furthermore, the Reviews tab only becomes active once a Decision Date is recorded for the current assessment record.

3 This option is only available for homelessness activities that are currently in progress i.e. with a status of Live.

4 Only those tasks included within the definition of the homelessness activity are available for selection.


See related topics...

Homelessness activity progression management overview

To link a new activity to a homelessness case

Using the search facility