To take ownership of a homelessness task

The procedure to take 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. Click on Task Actions. The Task Actions window is displayed.
6. Using the Select action drop-down field, select the specific status progression value of Take Ownership 2.
7. Click on Next. With the Tasks summary table in current focus, the Assigned to field reflects the current user account taking ownership for onward progression of the homelessness task 3.

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 Only user accounts with role permissions matching those assigned to the overarching homelessness task definition can take responsibility for the task.

3 From this point forward, an alternative owner can only be ascribed responsibility using the action Reassign Task.

See related topics...

Homelessness task progression management overview

To reassign ownership of a homelessness task

To place a homelessness task on hold

To release a homelessness task currently on hold

To allocate a role to a homelessness task definition

Using the search facility