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ClientCompletion

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 ClientCompletion workflow is designed to automate processes following the completion of a client task within the Lincolnshire Housing Partnership system. It is triggered by the event Client.TaskComplete, which indicates that a task related to a client has been finished. The workflow updates client data, manages document creation, and ensures that relevant information is stored and processed correctly.

Key Steps

  • Set user status to initiate the workflow.
  • Tag workflow with relevant data from the completed task.
  • Ensure necessary data items exist for processing.
  • Update client task data and create notes as needed.
  • Handle document creation and save documents to the repository.
  • Check for requirements like proof of ID and manage associated documents.
  • Export documents to SharePoint if necessary.
  • Finalize the workflow by copying data to the data warehouse.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientCompletion_10.md