To view a housing options task summary

The procedure to view a housing options task summary is as follows:

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.
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.
Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the housing options case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
Select the specific card matching the existing task to be reviewed.
Click on Task Summary. The Task Summary window is displayed, revealing further details pertinent to the task. Certain fields are worthy of special note and are captured in the table below.
Click on Close.

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.

Field	Description
Task reference	The unique internal reference number for the housing options task.
Case reference	The unique internal reference number assigned to the parent case.
Name	The name of the housing options task to be conducted.
Actual start date	The actual date on which the housing options task was formally started.
Target date	The SLA target completion date for the housing options task, derived from the component definition.
Completed date	The date on which the housing options task was completed, as appropriate.
Status	The current progression status for the housing options task i.e. Pending, Open, Completed, On Hold.
Owner	The allocated owner of the housing options task, specifically an individual end user.
Created by	The name of the end user who created the housing options task.
Date created	The date and time stamp recorded for the housing options task at the point of creation.

See related topics...

Housing options task management overview

To add a task to a housing options case

To view the SLA compliance status for housing options tasks

Using the search facility