ClientVisitCompletion 17 live¶

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 manage the completion of client visits within the Lincolnshire Housing Partnership. It is triggered by the event Client Visit.TaskComplete, which indicates that a client visit task has been finalized. The workflow processes various data updates, including tenant financials and household member information, and ensures that all relevant records are updated accordingly.

Key Steps¶

Set user status to indicate workflow initiation.
Tag workflow with relevant data from the completed task.
Ensure necessary data items exist for processing.
Update tenant financial records and rent accounts.
Launch sub-workflows for processing household members and tenant information.
Create and save documents related to the 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_17_live.md