18. Personal Housing Plans

18. Personal Housing Plans

Personal Housing Plans (PHPs) are comprised of a number of Actions. These Actions can be assigned to either the applicant or the organisation.
For an Action to be included in the PHP then the Personal housing plan action field must be set to 'Yes'.

Generating a PHP

A PDF version of a Plan can be generated through the Case Comms centre. Information related to all PHP actions at that point in time will be merged into the PHP template and created as a document that can be viewed and printed if required.

Accessing the PHP on the Public Portal

Applicants can view all of their PHP actions on the Public Portal through their My Account page.


If an applicant has at least one PHP action associated with their Case then they will see the My Plan option on the public portal when they login.


This will provide them with details of all their PHP actions regardless of whether they are their or your responsibility. 

Applicants will be sent reminder emails for any outstanding actions on a weekly basis.

Configuring the Personal Housing Plan

The content of the Personal Housing Plan is made up of the Action data as well as any static content you wish to add to it. This can be configured for both the PDF version and the My Plan page on the public portal.

Public Portal

The Public Portal version of the plan is configured through the Website Administration menu option. In the Contents section there is a 'My personal housing plan' page.


The Homeless application contains 3 standard fields that can be included in the PHP if required. These fields are:
  1. Current housing situation
  1. Type of accommodation needed
  1. Current support needs

Each field can be switched on/off independently


The Case fields section allow the names of these fields to be changed if required.


The Page contents section allows static content to be inserted onto the My Plan page. The page is split into 3 separate areas.

Item

Details

Top contents

Text is displayed at the top of the My Plan page and above the Case fields (if being displayed)

Action contents

Text is displayed above the list of Actions

Bottom contents

Text is displayed underneath the list of Actions

Comms wrapper

The Personal Housing Plan wrapper is setup with special field codes to allow the PHP action information to be merged into the document.

These codes are used to determine which actions are displayed and what information related to each action is shown.

The field codes can be placed inside a table to allow the action information to be presented in an organised format.

Code

Details

Action.Name

The contents of the Name of the action field

Action.PublicInstruction

The contents of the Instruction message to public field

Action.PublicComment

The contents of the last Public comment
Action.PublicCommentAll
All Public comments that have been entered against the action

Action.Status

The current state of the action

Action.TargetDateTime

The target date and time of the action


Codes are also inserted at the start and end of the table to determine what selection of actions are to be displayed in the table.

Code

Details

TableStart:YourActionsCurrent + TableEnd:YourActionsCurrent

Display all current actions that are assigned to the applicant

TableStart:YourActionsAll + TableEnd:YourActionsAll

Display all actions that are assigned to the applicant

TableStart:OurActionsCurrent + TableEnd:OurActionsCurrent

Display all current actions that are assigned to the organisation

TableStart:OurActionsAll + TableEnd:OurActionsAll

Display all actions that are assigned to the organisation


The following example show how the codes are inserted into a table:

Action

Due date

Notes

«TableStart:YourActionsAll»


«Action.Name»

«Action.PublicInstruction»

«Action.Status» «Action.TargetDateTime»

«Action.PublicComment» «TableEnd:YourActionsAll»


The table will display all PHP actions that are assigned to the applicant regardless of being Active or Completed. 

The Name and Public Instruction fields will be displayed in the Action column, the State and Target Date in the Due Date column, and the Public Comments in the Notes column.

 

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