Care flag Configuration

This article will explain how to add a "Care Flag" within the settings, how they link to the task types and how to use them.

Note: This feature is currently within Lettings, HPA2 (Clients and Cases), HRS (Clients and Cases), PSH (Clients) and Estates (Clients).

TABLE OF CONTENTS

• Care flags in Lettings
  • Flag configuration location
  • Creating a flag
  • Using the Flag
• Care flags in HPA2 

Care flags in Lettings

Flag configuration location

To get to the Care Flag configuration:

1. In the side bar select "Settings".
2. Then click "Flags".
3. From here you can select what area of the system you wish to add your flags.

Note: This article will show the creation of a flag for Properties but the process is the same for Customers and Shortlists and across the other platforms.

Creating a flag

You can now create the Flag using the task details above.

1. Select "Flags" in the settings menu.
2. Select "Lettings Properties".
3. Click the "+" Symbol
   • Flag name = What icon would you like to show for the Flag when triggered
   • Element code = "Code" from the task type
   • Sequence = Sequence from the question within task setup
   • Group = Sequence from the task type
   • Tooltip = What wording you want to show when hovering over the icon
4. Select "Save" to save the flag.

Using the Flag

1. Select the property that you wish to add the flag to.
2. Select "Yes" on the relevant task question.
3. Save your changes.
4. Refresh the page.

Your property flag will then appear at the top of the screen. 

Did you know: You can have multiple flags on a property, uses could be for a sensitive let, local lettings plan, or if there was ASB within a certain block that staff members need to be aware of. 

Care flags in HPA2 

To set up a care flag in HPA2:

1. Go to Settings. 
2. Under Clients, select Flags. 
3. Click Homelessness Case. 
4. To add a new flag, click the green + button.
5. Fill in the details. Select the icon you'd like for the flag, and the elements that will trigger the flag depending on the answer given.
6. Click Save. 
7. You can Edit or Delete an existing flag by selecting the button next to it. 

Note: When creating a flag, you must make sure it is set up against a HPA2 Case element.

Once the flag is set up, it will appear when the attributed answer is selected to the question/element within the workflow. See below, a care flag for Victim of Domestic Abuse appears because the main reason for the loss of last settled address is that they are a victim of domestic abuse.