TenantVisitWorktrayLoad¶
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 TenantVisitWorktrayLoad workflow is designed to manage the loading of tenant visit information into the work tray. It is triggered by a request for a client visit, specifically when the message Tenant Visit Work Tray.RequestClientVisit is received. The outcome of this workflow is a comprehensive assembly of tenant visit data, including arrears levels, open actions, and previous visit history, which is prepared for further processing.
Key Steps¶
- Set workflow tags based on task data.
- Load tenant arrears levels and open arrears actions.
- Append under occupancy warnings and address details.
- Load allocated open actions for the tenant.
- Copy and tidy up the data for final processing.
- Look up and append previous visit history.
Notes¶
No special notes.
Raw Export¶
Versaa_Exports_md/workflows/TenantVisitWorktrayLoad_5.md