- Click on Tenancies under Housing to view all current Tenancies.
- Search for the Tenancy you wish to record activities on a case for.
- Click the CASES tab from the top menu.
- In the All Cases table, double-click to open the case you wish to add information to.
- Navigate to the DETAILS & TIMELINE tab. For more information about using timelines to record information within Zavanti.
- Click + in the Timeline and select Phone Call to contact the complainant to advise on what you have done.
- Enter details of:
- Date
- Call from
- Call to
- Phone number
- Subject
- Direction
- Description
- Save and close.
- Details will show on the timeline.
- Click this icon to open the record, Mark Complete at the top once all necessary information has been added.
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