ClientBasicLoad¶
Generated page — confirm before relying on it
Written automatically from the Versaa export of 20/08/2026. It has not been reviewed by anyone, and it describes what was exported on that date — not what is in Management Studio right now.
Version numbers are deliberately omitted. The export filename does not reliably identify the active version and can carry a Test or Live record, so any number here would be untrustworthy. Check the version in Management Studio.
Purpose¶
The ClientBasicLoad workflow is designed to load and manage the details of a specific client within the Lincolnshire Housing Partnership system. It is triggered by the message Client.ClientBasicLoad and processes various client-related data, including permissions, contact information, complaints, and rent account details. The outcome of this workflow is a comprehensive dataset that reflects the client's current status and associated information.
Key Steps¶
- Set workflow tags for identification and user information.
- Retrieve and append user permissions related to the client.
- Load various client data, including impairments, communication methods, and agencies.
- Check conditions to determine if client contacts and complaints should be loaded.
- Append client rent account and applicant information if applicable.
- Ensure necessary data items exist for further processing.
- Finalize the workflow by copying the compiled client data.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientBasicLoad_12.md