ClientVisitBasicLoadTenant¶
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 ClientVisitBasicLoadTenant workflow is designed to gather and load comprehensive tenant information for Lincolnshire Housing Partnership. It is triggered by specific conditions related to property and tenant data loading, such as the need to automatically load property, contact, complaint, or application data. The outcome of this workflow is a fully populated dataset that includes tenant details, tenancy information, and associated communications, which is essential for effective tenant management and service delivery.
Key Steps¶
- Set workflow tags and initialize data loading.
- Append various client-related data, including communication methods, impairments, and tenancy counts.
- Load property information and associated requests and orders.
- Launch sub-workflows for estates, tenants, household members, and tenancy-related tasks.
- Append additional data such as complaints, applications, and rent history.
- Complete the loading process and update user status.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientVisitBasicLoadTenant_30.md