To view customer advice linked to a housing options case

The procedure to view customer advice linked to 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 Advice. The Advice tab is activated, revealing a list of all advice statements that have been identified as relevant to the housing options enquiry, based on the question form responses. Certain fields are worthy of special note and are captured in the table below 1.
4. Click on Close.

Tip

1 By default, all advice statements are displayed alphabetically, by description; 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 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.

See related topics...

Housing options case management overview

To add an advice statement to a housing option workflow

Using the search facility