SchedulePreloadedClientVisit¶
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 Schedule Preloaded Client Visit workflow is designed to automate the scheduling of client visits based on preloaded data. It is triggered by the initiation of a scheduling request, which leads to the preparation and dispatch of visit-related data. The outcome of this workflow is the successful scheduling and notification of client visits, ensuring all necessary data is in place for the process.
Key Steps¶
- Tag the workflow with relevant form and user information.
- Append necessary client and home address data.
- Ensure all required data items (string, date, integer) exist for processing.
- Check for available workflow slots before proceeding.
- Append client visit data and prepare it for dispatch.
- Dispatch the task and update user statuses accordingly.
- Wait for events indicating task completion and start.
- Create a new workflow upon completion of the visit scheduling process.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/SchedulePreloadedClientVisit_6.md