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ClientVisitNewMemberSearch

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 ClientVisitNewMemberSearch workflow is designed to facilitate the process of searching for duplicate clients before adding a new household in the Lincolnshire Housing Partnership system. It is triggered by the event message "Client Visit.Search New Member." The outcome of this workflow is to ensure that no duplicate client records are created, thereby maintaining the integrity of client data.

Key Steps

  • Tag the form name for identification.
  • Tag the Active Directory user name for tracking.
  • Perform a search for existing tenant client records to identify duplicates.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitNewMemberSearch_4.md