To release a homelessness task currently on hold

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The procedure to release a homelessness task currently on hold 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 released from hold within the overall workflow path.
  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 Release Task 3.
  8. Click on Next. The Release Task window is displayed.
  9. Where the homelessness task is to be released immediately, ensure the Release now tick box is activated 4.
  10. Alternatively, enter the Release date for the homelessness task using the calendar icon () or type in the value directly; a time may also be specified using the clock icon () 5.
  11. Use the Notes field to add contextual data in support of the homelessness task being released early.
  12. Click on Save. The status of the homelessness task is automatically updated to reflect the change, once the revised release date is reached; the SLA amber warning and target completion dates are also recalculated to take account of the reduced 'on hold' period.


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.

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 active only for homelessness tasks that are currently on hold.

4 This is the default setting for homelessness tasks being released from hold; hence the option must be deactivated before an alternative future date (and time) can be specified.

5 The permitted date entry format is DD/MM/YY or DD/MM/YYYY; the permitted time entry format is HH:MM.


See related topics...

Homelessness task progression management overview

To apply a task action within a homelessness case

To place a homelessness task on hold

Using the search facility