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ScheduleClientVisit

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 ScheduleClientVisit workflow is designed to facilitate the scheduling of client visits within Lincolnshire Housing Partnership. It is triggered by the initiation of a client visit request and processes the necessary data to ensure that all relevant information is collected and dispatched. The outcome of this workflow is the successful scheduling and notification of the client visit, along with updates on its status throughout the process.

Key Steps

  • Tag the form and user information for tracking.
  • Append necessary client data, including home address.
  • Dispatch the task for scheduling the client visit.
  • Notify relevant parties about the task status.
  • Wait for confirmation of task delivery and start.
  • Update user status based on task progress.
  • Create a new workflow upon completion of the visit.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ScheduleClientVisit_4.md