ClientVisitBasicLoadClient¶
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 ClientVisitBasicLoadClient workflow is designed to load and manage client data for non-tenant visits within the Lincolnshire Housing Partnership. It is triggered by specific conditions related to populating subtasks and automatically loading various types of client data, such as contacts, complaints, and applications. The outcome of this workflow is a comprehensive dataset that includes client information, communication methods, and tenancy details, ensuring that all relevant data is available for further processing.
Key Steps¶
- Set workflow tags for identification and tracking.
- Launch subworkflows to gather client information, contacts, and complaints.
- Append various client-related data, including communication methods and impairments.
- Check conditions to determine whether to load additional data like contacts, complaints, and applications.
- Complete the loading process and update the user status.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientVisitBasicLoadClient_4.md