To reassign ownership of a homelessness task

The procedure to reassign ownership of a homelessness task is as follows:

1. Using the Advanced search spy-glass (), select Homelessness 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 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 an activity containing one or more linked tasks. All ad hoc tasks assigned to the homelessness activity are displayed in the Tasks summary table, together with those included in the underlying workflow structure 1.
5. Highlight the specific task to be assigned an alternative owner.
6. Click on Task Actions. The Task Actions window is displayed.
7. Using the Select action drop-down field, select the specific status progression value of Reassign Task 3.
8. Click on Next. The Task Assignment window is displayed, revealing the current owners of the homelessness task.
9. Using the New user drop-down field, multi-select all desired user accounts to whom the homelessness task will be reassigned, or choose the All option, as required 2.
10. Using the New role drop-down field, multi-select all overarching roles, representing a wider subset of user accounts to whom the homelessness task will be reassigned, or choose the All option, as required.
11. Using the Reassignment reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of homelessness task ownership 4.
12. Use the Reassignment notes field to add contextual data in support of the change of homelessness task ownership.
13. Click on Save. With the Tasks summary table in current focus, the Assigned to field reflects the user accounts and roles chosen for the homelessness task reassignment.

Tip

1 By default, all homelessness tasks are sorted numerically by their unique reference; to aid analysis, rows can be reordered by clicking on any of the available headings.

2 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 appropriate; the All tick box will be automatically removed once an item is deselected.

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 Search by category 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 inactive for homelessness tasks that have already been cancelled or completed.

4 These custom values can be populated by the end user via the general lookup parameter entitled System Case and Task Ownership Reasons.

See related topics...

Homelessness task progression management overview

To apply a task action within a homelessness case

To place a homelessness task on hold

To release a homelessness task currently on hold

To allocate a role to a homelessness task definition

To allocate a user to a homelessness task definition

To define a general lookup parameter value

Using the search facility