Within the case a number of different threads can then be created to manage specific areas; homeless application, risk assessment, housing register application, etc.

Workflow

Case strands

Adding a new case

After clicking the Add New Case button a blank form is displayed to allow the entry of the new case details.

A case can be assigned to a number of different officers; Primary, Secondary, Supervisors and Other. 

Users can be assigned by selecting their name form the drop-down or typing their name into the field. Any number of officers can be assigned to each role.

By default the Primary case officer is set to the current user.

The Responsible Team dropdown only contains those Teams that have Allow Cases to be assigned to this team set to 'True'

When creating a Case from the Cases list you must add at least one Person to the Case before it can be saved.

If the Case is created from a Person record then they are automatically added to the case, along with any other people they are related to.

Item	Details
	Edit the details of how the person is involved in the case
	Remove the person from the case. This can only be done before a case is first saved. Once saved people connected to the case are removed by assigning them a leaving date
	Edit the selected person. The record is opened in a new browser tab
	Add a new person to the case
	Refreshes the list to include any updates that have occurred

For the Primary applicant the only details that can be updated when they are edited is the date they joined the case. By default this is always set to the current date.

For other people connected to the case there are additional details that can be updated.

Item	Details
Date joined	Date the person joined the case. Defaults to the current date when they are added on the system
Date left case	Date the person left the case
Joint applicant	Allows the person to be identified as a joint applicant
Relationship	The relationship of the person to the Primary applicant. This change is also updated on the Person record as well, not just this specific case
	Switch this person to be the Primary applicant on the case
	Accept the changes and close the window
	Discard the changes and close the window

Dashboard

Displays key information about the people associated with the case and the different applications and assessments that have been created as part of the case.

Any applications or assessments that have been closed or cancelled are displayed by default. These can be hidden by clicking the Show all toggle.

People

Provides a list of people associated with the case.

Item	Details
	Identifies the primary and joint applicants
	Edit the date the person joined/left the case and their relationship to the primary applicant
	Open the person in a new browser tab
	Add a new person to the case
Show past applicants	Display details of people who were previously on the case but have now left

Case

Applications & Assessments

Item	Details
Application/assessment	Each application/assessment can be expanded to see key information about it
	Displays the application/assessment
	Refreshes the list to display any updates
	Add a new application/assessment to the case. Some applications or assessments are configured to only allow one active copy to be created at any one time

Moving Applications & Assessments

If a user has the correct privileges then the  button is displayed. This allows applications & assessments to be moved from one Case to another.

Details

Allows the Case officer and Case detail sections to be updated.

Portal

All changes that have been made on the public portal related to the case are displayed on this tab.

Full details of the portal functionality can be found here - 6. Portal.

History

All history related to the case and applications/assessments is displayed on this tab. 

Item	Details
	Jump to a specific month
	Filter the list to show a different selection of events

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Notes & Actions

Displays all Alerts, Notes and Actions assigned to the Case, any person linked to the case or any applications/assessments. Further details on the functionality can be found here - 5. Notes, Alerts & Actions.

Comms

Displays all Comms messages linked to the Case. Further details on the functionality can be found here - 4. Communications.