S202 Reviews

This article explains the process for adding S202 reviews on HPA2.

The new S202 Reviews task enhances both the information captured and the workflow for managing reviews, making the process more meaningful than simply collecting the data required for H-CLIC. 

It replaces the way reviews are recorded in HPA2. Although the old review button still appears next to relevant tasks, you should now use the S202 Reviews task instead.

TABLE OF CONTENTS

• How to add a S202 Review to a case
• Identifying cases under review
• How to amend the S202 Reviews task

How to add a S202 Review to a case

To add a new S202 Review:

1. Click on "Add Group of tasks".
2. Select "Section 202 Review" from the options.

The S202 Reviews task will then appear at the top of the workflow. This task is repeatable, allowing multiple reviews to be conducted on a single case if needed.

Note: The S202 Reviews task can be added by any HPA2 user that has the Add HPA Tasks permission. Like other tasks, it can be assigned to a specific officer.

Identifying cases under review

When a case has an open S202 Review:

• A new icon appears on the left-hand side on the list of cases.
• Within the case, the icon is displayed to the right of the client's name.

The case will also appear on the My Workloads widget.

How to amend the S202 Reviews task

Since S202 Reviews are now task-based, local Super Users can customise the questions and options in the task to align with their working practices.

Steps to Amend the Workflow: 

1. Navigate to "Settings".
2. Click on "Tasks".
3. Select "Cases".
4. Locate "Section 202 Review" under Task Groups.
5. Click on "S202 Reviews".

Note: Questions with a padlock symbol cannot be edited. These are essential for task functionality or required for H-CLIC reporting.

Did you know: For more details on amending workflows, please refer to this article: https://locata.freshdesk.com/support/solutions/articles/103000155184-adding-questions-to-tasks