To view individual task attachments within a homelessness case

The procedure to view individual task attachments within a homelessness case is as follows:

1. Using the Advanced search spy-glass (), select Homelessness Task as the Search for and Search by category, and enter the Task 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 Task Details window is displayed.
3. Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the homelessness task in the Attachments summary table.
4. Highlight the specific row matching the attachment to be viewed.
5. Click on View Attachment. The Attachment Viewer window is displayed, revealing the document, image or video clip.
6. Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start date range, activity, description, company, status) to ensure that the correct homelessness task is returned; an alternative Search by category of Homelessness Case may be selected to extend the available search fields.

See related topics...

Homelessness task management overview

To add an attachment to a homelessness task

To remove an attachment from a homelessness task

Using the search facility