The procedure to complete a home buy task is as follows:
- Using the Advanced search spy-glass (
), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
- Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the home buy case as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
- Select the specific card matching the task to be completed.
- Click on Complete Task 2. The Complete Home Buy Task window is displayed.
- Using the Completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the completion of the home buy task e.g. Initial acknowledgement email sent, customised housing options pack dispatched, etc.
- Use the Notes field to add contextual data in support of the home buy task being completed.
- Using the Late completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the SLA target completion date having been exceeded for the home buy task; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 3.
- Click on Save. The Ad hoc Communication Creation - Communication Selection window is displayed, ready to communicate with an applicant or other stakeholder in response to the home buy task having been completed 4. This requisite step is covered separately in the topic To create an ad hoc communication for a home buy task.
- On returning to the Tasks tab, the current status of the home buy task is set to Complete and the Completion date is stamped with the current system date.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.
2 This option is active only for home buy tasks that are currently in progress i.e. with a status of Open.
3 These fields are activated only in the instance where the SLA target date for the home buy task has expired.
4 This option is only activated in the instance where one or more communication definitions have been linked to the home buy task definition.
See related topics...
Home buy task progression management overview
To cancel a home buy task
To place a home buy task on hold
To create a new home buy task definition
To create an ad hoc communication for a home buy task
Using the search facility
