20. Financial assistance forms

20. Financial assistance forms


Financial assistance forms can be configured to capture information about financial incentives offered to applicants; e.g. Rent deposit, Rent in advance, etc. Pages, sections and fields can be added by your Administrator so it matches your requirements exactly.

Workflow


The workflow diagram details the states a Financial assistance form can move through.  


Adding a Financial assistance form

When creating a new Financial assistance form the pages displayed will be dependent on how the form has been configured in your system. The screenshots shown here are just an example of how it may look. 



Item

Details

Save the form, button changes green once the mandatory data has been completed

Discard changes and return back to the case

Notes & Actions

Displays all Alerts, Notes and Actions assigned to the Financial assistance form. Further details on the functionality can be found here - 5. Notes, Alerts & Actions  

Comms centre

Displays all Comms linked to the Financial assistance form. Further details on the functionality can be found here - 4. Communications. 

Files

Displays all Files linked to the Case. Further details on the functionality can be found in 24. Files. 

Financial assistance list

The Financial assistance option in the explorer displays a list of all the Financial assistance records in the system.


The list can be configured to show both standard and custom fields from the Financial assistance table or information related to any of the following related areas:
  1. Case
  2. Primary applicant
  3. Current address
  4. Previous address
  5. Public portal account
  6. Homeless (English)
  7. Homeless (English legacy)
  8. Bedroom assessment
  9. Housing Register
  10. Health assessment
  11. Rough sleeper
  12. Support assessment
There are a number of special calculated fields associated with Financial assistance records that can be added to lists. Details of these fields can be found in Appendix I - Special/calculated fields

 

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