To update the status of a housing options case

The procedure to update the status of a housing options case is as follows:

1. Using the Advanced search spy-glass (), select Housing Options 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 Housing Options Case Details window is displayed.
3. Click on Update Status 2. The Status Update window is displayed, revealing the current status of the housing options case.
4. Using the New status drop-down field, select the next progression stage for the housing options case e.g. In Progress, Cancelled, Closed.
5. Click on Save. The new status is displayed in the headline summary details for the housing options case.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status) to ensure that the correct housing options case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for housing options cases that are set to a status of Closed.

See related topics...

Housing options case progression management overview

Using the search facility