How to record activities against a case or breach

This is where you record everything to do with this case - emails, meetings, phone calls etc.

1. Click on Tenancies under Housing to view all current Tenancies.
2. Search for the Tenancy you wish to record activities on a case for.
3. Click the CASES tab from the top menu.
   
   
   
4. In the All Cases table, double-click to open the case you wish to add information to.
   
   
   
5. Navigate to the DETAILS & TIMELINE tab. For more information about using timelines to record information within Zavanti check out our guide.
6. Click + in the Timeline and select an appointment.
   
   
   
7. Create the appointment by entering:
   • Owner
   • Required Attendees
   • Optional attendees
   • Subject
   • Location
   • Start & End Time
   • Duration
   • Description
8. Click Save and close.
9. Once the appointment has been held, open the appointment by double-clicking the appointment.
10. In the first table Attachments click the three dots and select + New Attachment to upload relevant documentation from the meeting.
    
    
    
11. Update the end time if required.
12. In the third table Description add any other relevant notes.
    
    
    
13. In the top ribbon, once all information has been recorded relating to the appointment, click Mark Complete.