ClientVisitCompletion¶
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 ClientVisitCompletion workflow is designed to automate the completion of client visit tasks within the Lincolnshire Housing Partnership system. It is triggered when a client visit task is marked as complete. The workflow processes various data items, updates tenant information, and generates necessary reports and documents, ensuring that all relevant client and tenancy data is accurately recorded and maintained.
Key Steps¶
- Set user status to indicate workflow entry.
- Tag relevant data from the completed task for tracking.
- Ensure necessary data items exist and remove any temporary working fields.
- Update tenant financial records and tenancy details in the system.
- Launch sub-workflows for processing related tasks, such as household members and arrears.
- Create and save documents related to the client visit.
- Prepare data for reporting and save it to the data warehouse.
- Set user status to indicate workflow completion.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/ClientVisitCompletion_29.md