Flags in The Hub View of Open Housing At the top of the hub (in OpenHousing), there is an area for flags. Each colour means something different, and in this example a black flag is for tenant responsibilities. To find out what is behind the flag, click on it and the details will be displayed:

If you are unable to see the notes you put into the repairs diaries, don't panic, just go to FIlter and select as below then click ok.    

When trying to Raise an Order and you get the below error message   That means the Cost Analysis Codes are not setup properly.  You will need to contact the Finance Team to get this setup for you

How to see additional diaries in Open Housing Sometimes, its handy to be able to see more diary notes than just the one you’re in. Say you’re in the tenancy diary and want to see the place diary notes as well, or vice versa. Well, there’s a couple of simple ways of doing that. The easiest way is to look on the Diary tab of The Hub. All the diary notes are mixed together in date order. You can tell where the entry came from by looking at the Reference Type. TN is tenancy, PL is place: 1. Open the "Open Housing Live" app: 2. Open the Hub: 3. Search - Search for the customer 4. Select Diary 5. Reference Type

View Work Queues in Open Housing Step 1: - Open Open Housing Live application: Step 2: - Select Workflow Step 3: - Select "work queue" Step 4: - From here you will be able to select the Queue you would like to view and select Search

View a Work Item in Open Housing Step 1: - Open Open Housing Live application: Step 2: - Select Workflow Step 3: - Select "work item" Step 4: - Select "Find work item" Step 5: - From here you will be able to input the relevant details to search for the work item you require: You can search place details, customer reference, name and so on.

Launching Open Housing Correctly One of the cause of OH running out of resources is due to staffs being 'click happy' which creates multiple sessions for 1 person and therefore utilizing the resources causing others not to be able to get a session. Just one double click is all you need. It should take 1 - 2mins for OH to load up, if it doesn't, a 2nd double click can be made but not a 3rd. At this point it will be advisable to contact IT support. There are few reasons why it could take longer than usual for OH to open; - Network is running very slow - Laptop needs updating - Laptop utilizing high memory - Citrix workspace need updating Also, if your session drops due to a network drop or for any other reason, wait about 5 mins before attempting to log back in as the server will still have your dropped out session running Please follow the below process when opening OH Live: Step 1: - Start by launch the "Spools Folder" and wait for this to open. Step 2: - Once you have launch the Spools folder and it has opened you can now launch the Open Housing Live app: - Please allow a couple of minutes for this to open, do not click onto this again as this will open multiple resources. If you find this does not load, please try to refresh you Citrix workspace apps. Please follow the below guide on how to refresh your Citrix workspace apps: https://guhg.freshservice.com/support/solutions/articles/7000076620 Please contact IT Support if you have followed all the above steps without success.

How to Add an Occupant Before starting, ensure you have the following details: Full name Title Date of birth National Insurance number (if the individual is over 16) Note: If an adult is moving in, advise the tenant to update Universal Credit, Housing Benefit, etc. Step-by-Step Instructions: Step 1: Navigate to Change Tenancy On the Main CRM screen, go to Options and select Change Tenancy Step 2: Access Tenants Section Click on Options and then select Tenants. Step 3: Create a New Occupant Select Create and input the following details: Title, Surname, and Forename. Double-click the Relation Code field and select the appropriate option. Specify Gender (Male or Female). Important: Untick the On Tenancy checkbox. This step is crucial, as leaving it checked will incorrectly add the individual to the tenancy. Click the Green Tick Button to confirm. Step 4: Respond to the Prompts When prompted, answer: “Is this tenant going to be a company?” Select No. Step 5: Update Address Information Research the address or use the Refresh option to ensure the data updates properly. Step 6: Add Additional Details Go to the Contact Details section and input: Date of Birth. National Insurance number (if applicable).

Steps to Raise a CRM (Inbound Calls Only) Steps to Raise a CRM (Inbound Calls Only) for Outbound Write a Main Diary Note Step 1: Open CRM in Open Housing. Step 2: Click Create to start a new entry. Step 3: Update the Log Type to reflect how the communication was received. Step 4: Select the appropriate Category and provide detailed notes. Step 5: Choose an Outcome Code: Resolved Successfully Awaiting Response Referred To (selecting this sends a message to the relevant department, which will only include the outcome note) Step 6: Pick the suitable option under Subcategory. Step 7: Finally, click the OK button marked with the green tick to save your entry.