To undo a homelessness task

The procedure to undo 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 completed task to be repeated afresh.
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 Undo Task 3.
8. Click on Next. The Undo Task window is displayed.
9. Using the Undo reason drop-down field, select a parameter value to qualify the circumstances surrounding the completed homelessness task being repeated afresh 4.
10. Use the Notes field to add contextual data in support of the completed homelessness task being reinitiated.
11. Click on Save. All intrinsic components of the task are cleared, ready for each activity to be repeated from scratch 5.

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 no longer in progress i.e. with a status of Complete.

4 These custom values can be populated by the end user via the general lookup parameter entitled Task Undo Reasons.

5 Homelessness task ownership is automatically reassigned to those role and user combinations that had initial responsibility at the point of completion.

See related topics...

Homelessness task progression management overview

To complete a homelessness task

To cancel a homelessness task

To place a homelessness task on hold

Using the search facility