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 new ad hoc task.
2. Search S202 and select S202 Reviews.

The S202 Reviews task will then appear in 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.

Note: At the bottom of the S202 Review task the Review Status must be set to Open for the icon to show next to the client's name. 

The case will also appear on the Workloads widget on the dashboard under Reviews.

Note: For the case to appear in the Reviews column, the above must apply and there must be no Closed Case Date entered in the case workflow. 

If a review is open then the case needs to be open at the point it got to as it doesn't conclude until the review is complete. If a user doesn't want them to appear on their workload widget, they can assign the case to a dummy reviews officer or assign to the user carrying out the review. 

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 and Questions.
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