ClientVisitCompletion 17 may6¶
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 process of client visits within the Lincolnshire Housing Partnership system. It is triggered when a client visit task is marked as complete. The workflow updates various data items, processes related tenant and financial information, and generates necessary documentation, ensuring that all relevant records are accurately maintained and updated.
Key Steps¶
- Set user status to indicate workflow initiation.
- Tag relevant data from the completed task for tracking.
- 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 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_17_may6.md