How to notify the complainant of the actions you have taken

Follow
  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. 
  6. Click + in the Timeline and select Phone Call to contact the complainant to advise on what you have done.


  7. Enter details of:
    • Date
    • Call from
    • Call to
    • Phone number
    • Subject
    • Direction
    • Description
  8. Save and close.
  9. Details will show on the timeline.


  10. Click this icon to open the record, Mark Complete at the top once all necessary information has been added.
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.