Search and View Customer or Tenant Details

 

From the navigation menu on the left, select MyPortal and then 360View.

From the perform search region, select Client. Enter the information provided in the relevant fields and then select Search.


Identify the correct customer or tenant from the list of search results and select their name.

The customer or tenant's Customer Profile will now display.

Selecting Search from the Customer Profile will display the 360View Search window.

Information on the Customer Profile includes:

The Customer Profile provides a brief overview of the person's details. The user can select from four areas to view certain information. If there is no record for a field, it will display as '-'.

Field Title / Icon Field Detail

1.

The person's date of birth 'DD-Mon-YYYY'.
2.

The person's age in years.
3.

The language/s the person speaks.
4. The person's Centrelink Reference number.
5.

The person's residential address.
6.

The person's mobile phone number.

7.

The person's land line phone number.

8.

The person's email address.

9. Ten

(Tenancy)

A 'C' indicates they are a current tenant in a SA Housing Trust property.

An 'F' indicates they are a former tenant and are no longer in a SA Housing Trust property.

An 'N' indicates they have never been a tenant in a SA Housing Trust property.

10. App

(Application)

A 'C' indicates the person has a current application for housing.

An 'F' indicates the person formerly had an application for housing.

An 'N' indicates the person has never had a application for housing.

11. Adv

(Advice Case)

A 'C' indicates the person is part of a current, open advice case.

An 'F' indicates the person was formerly part of an advice case.

An 'N' indicates the person has never been part of an advice case.
12. Lea

N/A

13. Sup

(Support Services)

A 'Y' indicates, yes the person has a case in Support Services, such as a referral to a Tenancy Practitioner.

An 'N' indicates, no the person does not have a case in Support Services.

14. ASB

(Anti-Social Behaviour)

A 'Y' indicates, yes there is anti-social behaviour logged against the person's tenancy.

An 'N' indicates, no there is not anti-social behaviour logged against the person's tenancy.

Field Title / Icon Field Detail
1. Officer/Office The regional office and officer responsible the person's enquiry or tenancy.
2. Associated People The number of people associated with the person. This could be people recorded in the household or on an application.

Field Title / Icon Field Detail
1. Application Contacts The number of contacts made regarding the person's application within the last 7 or 90 days.
2. Repairs The number of works orders recorded for the person within the last 7 or 90 days.
3. Business Actions The number of business actions involving the person (party or tenancy) within the last 7 or 90 days.
4. Arrears Actions The number of Arrears Actions for the person (including Payment Arrangements) within the last 7 or 90 days.
5. Letters The number of letters generated for the person within the last 7 or 90 days.
6. Advice Cases The number of advice cases created for the person within the last 7 or 90 days.

 

Field Title / Icon Field Detail
1. Current Balance

The current total balance the person's accounts.
2. ICS

A 'Y' indicates, yes the person has a current ICS recorded.

An 'N' indicates, no the person does not have a current ICS recorded.
3. Last Tenancy Visit

The date the most recent home visit was completed.
4. Proxies

The number of Party to Party Assignments recorded for the person Proxies and Third Party Records.
5. PR Connect Indicator

A 'Y' indicates, yes the person has a current or previous PR Connect Service.

An 'N' indicates, no the person has not had a PR Connect Service.
6. Lease Expiry Date

The date the person's lease is due to expire.

 

The Information Tiles allow a user to view information relevant to the Customer or Tenant, as well as perform certain tasks such as Create a Support Referral. Users can select the information tile to display that region under the Customer Profile.

Selecting the Row Action Icon for the relevant tile will display the actions available. Not all Information Tiles will have an action available.

The Key Details display in a region on the right hand side of the screen on the Customer Profile. Some people will have many Key Details while others will have none.

Icon / Message Description Link
2 Staff to Visit Indicates two staff must attend when visiting the person. Links to the Notes region of the person's record, where the relevant note can be viewed
Abandoned Goods Stored Indicates goods were left at the property when the person vacated and have been stored. N/A
Abandoned Vehicle Stored Indicates a vehicle was left at the property when the person vacated and is being stored. N/A
Aboriginal Communities Payments Indicates there are current notes recorded for the person regarding managing payments in Aboriginal Communities. Links to the Notes region of the person's record, where the relevant note can be viewed.
Aboriginal Community Housing Indicates the person lives in an Aboriginal Community Housing property. N/A
Aboriginal Rental Housing Indicates the person lives in an Aboriginal Rental Housing Program property. N/A
'Account Segment' segment(s) Debt is not Arranged or Suspended Indicates the person's account segment is in debt and requires either a payment arrangement, or suspension. The Key Detail will be removed when either of these actions are taken and will not display for the EXT segment. N/A
'Account Segment' Segment on Cascading Payment Arrangement Indicates the payment arrangement on the person's account segment displayed is cascading. The Key Detail will be removed when a cascading payment arrangement has ended. N/A
'Account Segment' Segment Suspended for Dispute Indicates the person's account segment displayed has been suspended due to a dispute. N/A
Active Anti-Social Behaviour Tenancy 'Penalty' Indicates the person is part of a substantiated antisocial behaviour complaint and the current penalty issued. N/A
Administration Order Indicates the person currently has an Administration Order in place. N/A
Also Known As: {name} Indicates the person is know by an alternative name. Links to the Also Known As region for the person.
ASB Managed by RRT Indicates the tenant’s ASB is being managed by RRT and will display for 6 months from the date of referral to RRT, or when the tenancy associated with the ASB complaint is end dated with a date greater or equal to today's date N/A
ATSI: Y Indicates the person identifies as of Aboriginal and/or Torres Strait Islander descent. N/A
Bankruptcy Discharge 'Date' Indicates the person has declared bankruptcy and the discharge date. N/A
Caretaker for Tenancy Reference 'Tenancy Reference Number' Indicates the person is currently a caretaker for the listed tenancy. Links to the tenancy record for where the person is caretaker.
Category 1 Expiry 'Date' Indicates the date the customer's Category 1 is due to expire. N/A
Caution - Transaction Pending Indicates there is an unauthorised adjustment on an account segment for the person. N/A
CEARS Indicates the customer has received assistance through the Covid Emergency Accommodation Response. N/A
Confirmed Drug Lab Indicates it has been confirmed that there is a drug lab on the property where the person is a tenant. N/A
Customer Excluded from TAC Indicates the person has been excluded from TAC services. Links to the Notes region of the person's record, where the relevant note can be viewed.
Dangerous Animal/s on Premises Indicates the person lives at a property where there are safety concerns around an animal. Links to the person record, select Notes from the top navigation links to view the relevant entry.
Debt Outsourced Indicates the person's debt has been outsourced to a debt collector. N/A
Do Not Send Correspondence Indicates no correspondence is to be sent to the person. Links to the Notes region of the person's record, where the relevant note can be viewed.
EA Alert Indicates there are current notes recorded for the person regarding Emergency Accommodation. Links to the Notes region of the person's record, where the relevant note can be viewed.
Emergency Accommodation Indicates the person is currently being housed in Emergency Accommodation. Links to the relevant advice case for emergency accommodation.
eServices Application pending Indicates the person has a pending eServices application. N/A
'Number' Family Safety Framework Indicates the number of times the person have been referred to Family Safety Framework in the last 5 years. Links to the People Group Search page.
Guardianship Of CE Indicates the person is under the guardianship of the Chief Executive. N/A
H2H Indicates the person is active in H2H. N/A
Holding Lease Expiry 'Date' Indicates the person is currently on a holding lease and when it is due to expire. N/A
Homeland Property Indicates the person is living at a homeland property. N/A
Housing Connect account blocked Indicates the person's Housing Connect account has been blocked. N/A
Housing Connect ID not verified Indicates the person has not had their ID verified for their Housing Connect account.

Links to the Other Fields region of the person record where the status of their Housing Connect ID verification is recorded and can be updated.
Housing Connect Last Login: 'date, time' Displays the date and time the person last logged into their Housing Connect account. N/A
Housing for Health Indicates a customer has or has previously had a tenancy as part of the 'Housing for Health' program. N/A
Income Managed Indicates the person is income managed by Centrelink. N/A
Independent Living Unit Indicates the person is living in an Independent Living Unit. N/A
Interpreter Indicates the person requires an interpreter. N/A
Language: 'language' Indicates the person's language, if it is anything other than English or 'Unknown'. N/A
Last Tenancy Visit: 'date' Displays the date of the tenants last tenancy visit. N/A
Last Tenancy Visit Not Completed Due to Staff Safety: 'date' Displays the date the last review could not be completed due to staff safety. N/A
'Number' Intervention Order/s Indicates how many Intervention Orders the person is currently associated with. Links to the People Group Search page. Select Search to view the intervention orders for the customer or tenant.
'Number' MAPS Indicates the number of times the person has been involved in a MAPS report in the last 5 years. Links to the People Group Search page. Select Search to view the MAPS reports for the customer or tenant.
Open Support Period Indicates the person has is receiving support from SA Housing Trust. Links to the related support period.
Party Record Ended 'Reason' Indicates the person's record has been ended and the reason why. N/A
PASSWORD 'Password' Indicates the person has requested a password on their record as additional security. N/A
PCO = 'Contact' Indicates the person's primary contact is a CHP. N/A
Pending Subsidy Review Indicates there is a subsidy review being undertaken for the person. Links to the relevant subsidy review.
Person Ref No: 'person reference number'/ Organisation Ref No: 'organisation reference number' Displays the reference number for the person or organisation. Links to the person or organisation's Customer Profile.
Potential Vacancy Maintenance Charges Indicates the person may be charged for maintenance at the property they previously tenanted. N/A
Power of Attorney Exists Indicates the person has a current power of attorney arrangement in place. N/A

PR Connect Service

 Indicates the person has applied/received a PR Connect Service. It displays if the latest Advice Case with a reason of PRC is open or was closed within the last 2 years ago Links to Advice Case Summary page, select Search to view the relevant advice case/s.
Preferred Name: {name} Indicates the person is wants to be referred to by their preferred name. Links to the Also Known As region for the person.
Progressive Purchase 'Percentage Owned' % Indicates the person is part of the Progressive Purchase Scheme and how much of the property they own. N/A
Property Owner Indicates the person owns a property. N/A
Responsible Officer: 'Name, Mobile Number' Displays the full name, office and mobile number for the officer responsible for the customer or tenant. Where an officer is not specified, the responsible office, region or division will display. N/A
SACAT Action 'reason referral description'

Indicates the person has been referred to SACAT, and the reason for the referral.

 N/A
Safety Indicates there are current notes regarding safety for the person. Links to the Notes region of the person's record, where the relevant note can be viewed.
{SAHA}/{CHP} Offer in progress Indicates the person has a current offer and the status. Links to the Offer Details.
SDA Indicates the person has been approved for Specialist Disability Accommodation. N/A
Sentimental Items Stored Indicates sentimental items left at the property when the person vacated are being stored for collection. N/A
Service Indicates there are current notes regarding service for the person. Links to person record, select Notes from top navigation links to view the relevant entry.
Service Exclusion may apply until 'Date', investigate former Tenancy and check Policy.

Indicates the person's tenancy has ended due to eviction or non-lease renewal, and when they will be eligible for services again, where their exclusion period is 6 months.

Please refer to the Eligibility for public housing policy to see which services they may be excluded from.

 N/A
Service Exclusion may apply until 'ASB event creation date + 12 months', investigate former Tenancy and check Policy.

Indicates the person's tenancy has ended for any reason other than:

  • deceased
  • transfer
  • relocation
  • rehoused

AND where the person is included as an action party on a substantiated MODERATE or SERIOUS ASB complaint. The exclusion period is 12 months.

Please refer to the Antisocial behaviour policy to see which services they may be excluded from.

 N/A
Soil or Groundwater Contamination Indicates the person is a tenant at a property where there is soil or groundwater contamination. Links to the Property Elements for the property where the person lives.
Suspected Property Contamination Indicates it is suspected that there is a drug lab on the property where the person is a tenant. N/A
TAC - 'Location' Indicates the person is currently accommodated at TAC and where. Links to the relevant advice case for TAC.
Temporary Absence Expiry 'Date' Indicates the person has an approved temporary absence and the date they are expected to return. N/A
Third Party Payment Arrangement from Person Ref: 'person reference number' Indicates a third party is making payments on behalf of the person. The Key Detail will display on the person whose account is being paid, with the person reference number for the third party. Links to the Customer Profile for the person reference number displayed.
Third Party Payment for Payment Reference: 'payment reference number' Indicates the person is making payments as a third party for another person. The Key Detail will display on all segments for the third party, with the payment reference number for the person whose account is being paid. Links to the Revenue Account Details page for the payment reference number displayed.
Total Account Balance '$ Amount' Displays the person's current balance of all of their accounts. Links to the person's Revenue Account Details page.
Water Allowance Renewal Indicates the person's allowance is due to expire. N/A

Water Adjustment

Indicates there has been a credit transaction on the water account and remains on the screen for 6 months.

Links to the details of the adjustment on the person's Revenue Account Details page.

Water Usage report

Displays the water usage report, Water related contacts and any plumbing Works Orders recorded for the property and complex. It displays on the Property details, Tenancy details and Water Revenue account screens. Links to the Water Usage Report in the Report Portal.

 

Various information regarding the customer or tenant can be accessed using the top navigation links. If there is information available from one of the links, it will display as bold text. Links which are not bold, do not contain any information for the tenant or customer. The region that is currently being displayed on the Customer Profile screen will be underlined in yellow.

The Customer Activity region displays all current activities recorded for the customer or tenant, such as contacts, works orders and business actions. The details of what type of activity and what was done, as well as when and who undertook the action are displayed.

  • Select the Expand Icon to view the comments about an activity.
  • Select the Row Action Icon for an activity to navigate the details page for further information.

The Client Details region displays basic details about the customer or tenant. The customer or tenant's person reference number, name, language, preferred contact number and address are displayed.

  • Select the Expand Icon to view other reference numbers and information relating to concessions.
  • Select the Row Action Icon for the customer or tenant to navigate to the Party Details, Person Details or Payment Arrangement Details page for further information.

The Account Details region displays the customer or tenant's accounts with SA Housing Trust. The account number, type, balance and last payment details are displayed.

  • Select the Row Action Icon for an account to navigate to the account's details page, where the total balance of all accounts will display as a Key Detail.
  • Select the Parent/Child Icon for an account to view and then expand Transactions, Arrears Actions .
  • Select the Parent/Child Icon for the rent (REN) account and expand the Subsidy Reviews region to view the tenant's payable rent.

The Contacts region displays all contacts made to, from or involving the customer or tenant. The details of when, how, who made contact and what it was about, are all displayed. The reference number assigned to the contact is also displayed, as is the status of the contact.

  • Select the Expand Icon to view the specific details of the contact.
  • Select the Row Action Icon to navigate to the details page for the contact.
  • To view the answer text of a contact, select the Row Action Icon to navigate to the Contact Details screen and then select Expand.

The Application Details region displays all active and historic customer or tenant applications for housing and corresponding HNAs. The type of application, status and the date it was registered are all listed. The category and reference number assigned to the customer or tenant's application, and whether any offers have been made, are also displayed. Historic applications will display with an End Date.

  • Select the Expand Icon for an application to view further details, including the date to reregister by.
  • Select the Row Action Icon for an application to navigate to the details page.
  • Select the Parent/Child Icon for an application to view and expand the Position and Offer History regions for further details.

The Notes region displays all notes recorded regarding the tenant or customer. The text and type of the note is displayed, as well as who wrote it, when it was written and if it is current.

  • Select Current to view the current notes, or All to view both current and previous notes.
  • Select the Expand Icon for a note to view further basic details about the note.
  • Select the Row Action Icon to either update or delete a note.

The Client Documents region displays all documents uploaded to Connect. The type, name and size of the document are all displayed.

  • Select the Expand Icon for a document to view further details, including when is was uploaded and who by.
  • Select the Row Action Icon for a document to view it.
  • Select the Parent/Child Icon for an application to view and expand the Maintain Document Associations region.
  • The Client Read Indicator will display as Y if the customer has read the document in Housing Connect.

The Arrears History region displays all arrears actions taken against the customer's accounts. The payment reference number for the action, the account it relates to, what type of action and the amount are all listed. The status of the arrears action and the dates it was created and authorised are also displayed.

The Actions region displays the business actions undertaken for the customer or tenant. The type of action, who it involves, the officer responsible, the status and when the status was changed are all displayed.

  • Select the Expand Icon for an action to view further basic details.
  • Select the Row Action Icon to navigate to the details page for the action to view the events that have been undertaken.

The Tenancy Details region displays the current tenancy and any previous tenancies the tenant belongs to. The property address of the tenancy, when it started, the type of tenancy and lease term are all displayed. The reference number of the tenancy is also listed.

  • Select the Expand Icon for a tenancy to view any recorded notes.
  • Select the Row Action Icon for a tenancy to navigate to the details page.
  • Select the Parent/Child Icon for a tenancy to view and then expand the Properties, Tenants and Notes regions for further details.

The Repairs region displays maintenance works orders (WOR) and service requests (SRQ) for the property where the tenant lives. The date the work was raised, the priority, where and how many jobs it involves and a description of the work are all displayed. The reference number assigned to the service request and works order, and the status of the work are also listed.

  • Select the Expand Icon for a works order (WOR) to view further details about the maintenance work, including the contractor and any access notes.
  • Select the Expand Icon for a service request (SRQ) to view further basic details.
  • Select the Row Action Icon for a works order or service request to navigate to the details page or undertake other actions.
  • Select the Parent/Child Icon for a works order (WOR) to view and expand the Jobs, Appointments and Non-Access regions for further details.

The Support Services region displays referrals made for or involving the customer or tenant. The type of referral, who it is to and the date it was received are all listed. The reference number assigned to the referral and the status are also displayed.

  • Select the Expand Icon for a referral to view further basic details.
  • Select the Row Action Icon for a referral to navigate to the details page.

The Contact Details region displays the customer or tenant's contact information. The type of contact, the number or email address and when it is effective from are all listed. The precedence of the contact is also displayed, where '1' is the customer or tenant's most preferred contact method.

  • Select Current to view the current contact details, or All to view both current and previous contact details.
  • Select the Expand Icon for a contact detail to view further information, including whether an SMS (text) can be sent to this number.
  • Select the Row Action Icon for a contact detail to navigate to the details page.

The Housing Options region displays the housing options suitable for the tenant or customer as a result of their enquiry. The type of housing option and the status are displayed. The date the customer or tenant approached SA Housing Trust with their enquiry is also listed.

  • Select the Expand Icon for a housing option to view further basic details.
  • Select the Row Action Icon for a housing option to navigate to the details page or update the housing option.

The Advice Cases region displays all the advice cases involving the customer or tenant. The reason for the advice case, the date the customer or tenant approached SA Housing Trust, the outcome and status are listed. The reference number assigned to the advice case is also displayed.

  • Select the Expand Icon to view further basic details about an advice case.
  • Select the Row Action Icon for an advice case to navigate to the details page.

Not applicable.

Not applicable.

The Associated People region displays other people who are associated with the customer or tenant by household, advice case or application. The name, date of birth and address of the associated person/s will display. The person reference number and whether they are included in the customer or tenant's household, application or advice case will be listed.

  • Select the Row Action Icon for an associated person to navigate to their details page.

The Assessments region displays AATs undertaken for the tenant or customer. The office who did the assessment, when it was undertaken and the status will all be listed. If the assessment has been completed, the outcome will also display.

  • Select the Expand Icon for an assessment to view further details.
  • Select the Row Action Icon for an assessment to navigate to the details page or undertake other actions.

Not applicable.

Not applicable.

Not applicable.

Not applicable.

The Address Usages region displays the addresses applicable to the customer or tenant. The type of address, the address itself and the date it is effective from are all listed.

  • Select Current to view the current address(es), or select All for view current and previous address(es) for the customer or tenant.
  • Select the Expand Icon for an address to view further basic details.
  • Select the Row Action Icon for an address to update the details.

The Attachments region displays documents and other electronic files relevant to the customer or tenant. The type of and name of the attachment, and who generated it and when are all listed.

  • Select Active to view only current attachments or All to view both current and non current.
  • Select the Expand Icon for an attachment to view further details.
  • Select the Row Action Icon for an attachment to view or update it.

The Write Offs region displays any debt that has been written off for a customer. The reference number, the customer or tenant's name, payment, account and tenancy reference numbers of the write off, the amount, and the status of the write off are all displayed.

  • Select the Expand Icon for a write off to view further details.

The Payment Arrangements region displays payment arrangements in place for the customer or tenant. The account the payment is for, the type of payment, the date it is effective from and the amount of each payment are all listed.

  • Select Current to view the current payment arrangements, or select All to view the current and previous payment arrangements.
  • Select the Expand Icon for an arrangement to view further details about the payments.
  • Select the Row Action Icon for an arrangement to navigate to the account details or undertake other actions.
  • Select the Parent/Child Icon for an arrangement to view and expand the Arrears Actions, Expected Payments and Other Fields regions for further details, including the schedule of payment for the arrangement.

The Consents region displays the consents provided by the customer or tenant. The type of consent, the dates it is effective and who granted it are all listed.

  • Select the Expand Icon for a consent to view comments, an end reason (if ended) and other basic details.
  • Select the Row Action Icon for a consent to update it.

The Households region displays all the households the person has been a member of. The reference number for the household, the person's role in the household, the dates they were a member, whether it was part of a tenancy and the reasons for joining and leaving the household are all displayed.

  • Select the Row Action Icon to navigate to the Household Details page.

From the Customer Profile screen, select Client Details from the top navigation links.

From the Client Details region, select the Row Action Icon for the customer or tenant and select Person Details.

The Person Details screen will now display.

Information on the Person Details screen includes:

The Person Details screen provides a brief overview of the person's details.

Field Title Field Detail
1. Person Reference The person's reference number.
2. Date of Birth The person's date of birth 'DD-Mon-YYYY'.
3. Gender The person's gender.
4. End Date The date the person's record was ended.
5. Name The person's name 'Title First name Surname'.
6. Age The person's age in years.
7. Language The language/s the person speaks.

 

The Key Details display, and in some cases link to, all important information applicable to the person ( Key Details). Hovering over a Key Detail Icon will display a hint about it.

Icon / Message Description Link
2 Staff to Visit Indicates two staff must attend when visiting the person. Links to the Notes region of the person's record, where the relevant note can be viewed
Abandoned Goods Stored Indicates goods were left at the property when the person vacated and have been stored. N/A
Abandoned Vehicle Stored Indicates a vehicle was left at the property when the person vacated and is being stored. N/A
Aboriginal Communities Payments Indicates there are current notes recorded for the person regarding managing payments in Aboriginal Communities. Links to the Notes region of the person's record, where the relevant note can be viewed.
'Account Segment' Debt segment(s) is not Arranged or Suspended Indicates the person's account segment is in debt and requires either a payment arrangement, or suspension. The Key Detail will be removed when either of these actions are taken. N/A
'Account Segment' Segment on Cascading Indicates the payment arrangement on the person's account segment displayed is cascading. N/A
'Account Segment' Segment Suspended for Dispute Indicates the person's account segment displayed has been suspended due to a dispute. N/A
Active Anti-Social Behaviour Tenancy 'Penalty' Indicates the person is part of a substantiated antisocial behaviour complaint and the current penalty issued. N/A
Administration Order Indicates the person currently has an Administration Order in place. N/A
Also Known As Indicates the person is know by an alternative name. Links to the Also Known As region for the person.
ASB Managed by RRT Indicates the tenant’s ASB is being managed by RRT and will display for 6 months from the date of referral to RRT. N/A
ATSI: Y Indicates the person identifies as of Aboriginal and/or Torres Strait Islander descent. N/A
Bankruptcy Discharge 'Date' Indicates the person has declared bankruptcy and the discharge date. N/A
Caretaker for Tenancy Reference 'Tenancy Reference Number' Indicates the person is currently a caretaker for the listed tenancy. Links to the tenancy record for where the person is caretaker.
Category 1 Expiry 'Date' Indicates the date the customer's Category 1 is due to expire. N/A
Caution - Transaction Pending Indicates there is an unauthorised adjustment on an account segment for the person. N/A
Confirmed Drug Lab Indicates it has been confirmed that there is a drug lab on the property where the person is a tenant. N/A
Customer Excluded from TAC Indicates the person has been excluded from TAC services. Links to the Notes region of the person's record, where the relevant note can be viewed.
Dangerous Animal/s on Premises Indicates the person lives at a property where there are safety concerns around an animal. Links to the person record, select Notes from the top navigation links to view the relevant entry.
Debt Outsourced Indicates the person's debt has been outsourced to a debt collector. N/A
Do Not Send Correspondence Indicates no correspondence is to be sent to the person. Links to the Notes region of the person's record, where the relevant note can be viewed.
EA Alert Indicates there are current notes recorded for the person regarding Emergency Accommodation. Links to the Notes region of the person's record, where the relevant note can be viewed.
Emergency Accommodation Indicates the person is currently being housed in Emergency Accommodation. Links to the relevant advice case for emergency accommodation.
'Number' Family Safety Framework Indicates the number of times the person have been referred to Family Safety Framework in the last 5 years. Links to the People Group Search page.
Guardianship Of CE Indicates the person is under the guardianship of the Chief Executive. N/A
H2H Indicates the person is active in H2H. N/A
Holding Lease Expiry 'Date' Indicates the person is currently on a holding lease and when it is due to expire. N/A
Housing for Health Indicates a customer has or has previously had a tenancy as part of the 'Housing for Health' program. N/A
Income Managed Indicates the person is income managed by Centrelink. N/A
Independent Living Unit Indicates the person is living in an Independent Living Unit. N/A
Interpreter Indicates the person requires an interpreter. N/A
Language: 'language' Indicates the person's language, if it is anything other than English or 'Unknown'. N/A
'Number' Intervention Order/s Indicates how many Intervention Orders the person is currently associated with. Links to the People Group Search page. Select Search to view the intervention orders for the customer or tenant.
'Number' MAPS Indicates the number of times the person has been involved in a MAPS report in the last 5 years. Links to the People Group Search page. Select Search to view the MAPS reports for the customer or tenant.
Open Support Period Indicates the person has is receiving support from SA Housing Trust. Links to the related support period.
Party Record Ended 'Reason' Indicates the person's record has been ended and the reason why. N/A
PASSWORD 'Password' Indicates the person has requested a password on their record as additional security. N/A
*** PCO = 'Contact' Indicates the person's primary contact is a CHP. N/A
Pending Subsidy Review Indicates there is a subsidy review being undertaken for the person. Links to the relevant subsidy review.
Person Ref No: 'person reference number'/ Organisation Ref No: 'organisation reference number' Displays the reference number for the person or organisation. Links to the person or organisations Customer Profile.
Potential Vacancy Maintenance Charges Indicates the person may be charged for maintenance at the property they previously tenanted. N/A
Power of Attorney Exists Indicates the person has a current power of attorney arrangement in place. N/A

PR Connect Service

 Indicates the person has applied/received a PR Connect Service. Links to Advice Case Summary page, select Search to view the relevant advice case/s.
Progressive Purchase 'Percentage Owned' % Indicates the person is part of the Progressive Purchase Scheme and how much of the property they own. N/A
Property Owner Indicates the person owns a property. N/A
SACAT Action 'reason referral description'

Indicates the person has been referred to SACAT, and the reason for the referral.

 N/A
Safety Indicates there are current notes regarding safety for the person. Links to the Notes region of the person's record, where the relevant note can be viewed.
{SAHA}/{CHP} Offer in progress Indicates the person has a current offer and the status. Links to the Offer Details.
SDA Indicates the person has been approved for Specialist Disability Accommodation. N/A
Sentimental Items Stored Indicates sentimental items left at the property when the person vacated are being stored for collection. N/A
Service Indicates there are current notes regarding service for the person. Links to person record, select Notes from top navigation links to view the relevant entry.
Service Exclusion may apply until 'Date', investigate former Tenancy and check Policy.

Indicates the person's tenancy has ended due to eviction or non-lease renewal, and when they will be eligible for services again, where their exclusion period is 6 months.

Please refer to the Eligibility for public housing policy to see which services they may be excluded from.

 N/A
Service Exclusion may apply until 'ASB event creation date + 12 months', investigate former Tenancy and check Policy.

Indicates the person's tenancy has ended for any reason other than:

  • deceased
  • transfer
  • relocation
  • rehoused

AND where the person is included as an action party on a substantiated MODERATE or SERIOUS ASB complaint. The exclusion period is 12 months.

Please refer to the Antisocial behaviour policy to see which services they may be excluded from.

 N/A
Soil or Groundwater Contamination Indicates the person is a tenant at a property where there is soil or groundwater contamination. Links to the Property Elements for the property where the person lives.
Suspected Property Contamination Indicates it is suspected that there is a drug lab on the property where the person is a tenant. N/A
TAC - 'Location' Indicates the person is currently accommodated at TAC and where. Links to the relevant advice case for TAC.
Temporary Absence Expiry 'Date' Indicates the person has an approved temporary absence and the date they are expected to return. N/A
Third Party Payment Arrangement from Person Ref: 'person reference number' Indicates a third party is making payments on behalf of the person. The Key Detail will display on the person whose account is being paid, with the person reference number for the third party. Links to the Customer Profile for the person reference number displayed.
Third Party Payment for Payment Reference: 'payment reference number' Indicates the person is making payments as a third party for another person. The Key Detail will display on all segments for the third party, with the payment reference number for the person whose account is being paid. Links to the Revenue Account Details page for the payment reference number displayed.
Total Account Balance '$ Amount' Displays the person's current balance of all of their accounts. Links to the person's Revenue Account Details page.
Water Allowance Renewal Indicates the person's allowance is due to expire. N/A

Water Adjustment

Indicates there has been a credit transaction on the water account and remains on the screen for 6 months.

Links to the details of the adjustment on the person's Revenue Account Details page.

Water Usage report

Displays the water usage report, water related contacts and any plumbing Works Orders recorded for the property and complex. It displays on the Property details, Tenancy details and Water Revenue account screens. Links to the Water Usage Report in the Report Portal.

 

Various information regarding the customer or tenant can be accessed using the top navigation links. If there is information available from one of the links, it will display as bold text. Links which are not bold, do not contain any information for the tenant or customer. The region that is currently being displayed on the Person Details screen will be underlined in yellow.

The Address Usages region displays all of the addresses used by the customer. What the address is used for, the address itself and the dates it is in used are all displayed.

  • Select Current to view only current addresses, or All to view both current and previous addresses.
  • Select the Expand Icon for an address to view further basic details.
  • Select the Row Action Icon for an address to update it.
  • Select the Parent/Child Icon to view and then expand the Landlord Details region.

The Contact Details region displays the customer or tenant's contact information. The type of contact, the number or email address, the contact name and when it is effective from are all listed. The precedence of the contact is also displayed, where '1' is the customer or tenant's most preferred contact method.

  • Select Current to view the current contact details, or All to view both current and previous contact details.
  • Select the Expand Icon for a contact detail to view further information, including whether an SMS (text) can be sent to this number.
  • Select the Row Action Icon for a contact detail to navigate to the details page.

The Person Attributes region displays additional information about the person, such as whether they have a recorded disability or a password on their account. The type and description of the attribute are displayed.

  • Select the Expand Icon for an attribute to view comments and further basic details.
  • Select the Row Action Icon for an attribute to update or delete it.

The Person Attribute History region displays any attributes that are no longer current for the customer or tenant. The type and description of the attribute, and who created it and when are all displayed.

  • Select the Expand Icon for an attribute to view comments and further basic details.

The Tenancies region displays the tenancies the person has been associated with. The tenancy reference number, the date it began, the address of the property, the tenure and type of tenancy are all displayed.

  • Select Current to view the current tenancy, or select All to view both current and previous tenancies.
  • Select the Expand Icon for a tenancy to view further details.
  • Select the Row Action Icon to navigate to the Tenancy Details page.

The Households region displays all the households the person has been a member of. The reference number for the household, the person's role in the household, the dates they were a member, whether it was part of a tenancy and the reasons for joining and leaving the household are all displayed.

  • Select the Row Action Icon to navigate to the Household Details page.

The Notes region displays all notes recorded regarding the tenant or customer. The text and type of the note is displayed, as well as who wrote it, when it was written and if it is current.

  • Select Current to view the current notes, or All to view both current and previous notes.
  • Select the Expand Icon for a note to view further basic details about the note.
  • Select the Row Action Icon to either update or delete a note.

The Other Fields region displays additional information about the person ( Elements and Other Fields). The description of the information and specific for the person and whether there are previous entries for the field are all listed.

  • Select the Expand Icon for a field to view further basic details.
  • Select the Row Action Icon for field to update it.

The Advice Cases region displays all the advice cases involving the customer or tenant. The reason for the advice case, the date the customer or tenant approached SA Housing Trust, their role in the advice case, whether they are recorded as homeless, and the outcome and status of the advice case are all listed. The reference number assigned to the advice case is also displayed.

  • Select Current to view only current advice cases, or all to view both current and previous advice cases.
  • Select the Expand Icon to view further basic details about an advice case.
  • Select the Row Action Icon for an advice case to navigate to the details page.

The Applications region displays all applications the person has been associated with. The reference number of the application, the listed on the application, the role the person has on the application, whether there have been any offers or nominations made on the application, the number of refusals and the status of the application.

  • Select Current to view only current applications, or select All to view both current and historic applications.
  • Select Expand Icon for an application to view further details.
  • Select the Row Action Icon to navigate to the Maintain Application Details page.

The Contacts region displays all contacts made to, from or about the customer or tenant. The details of when, how, who made contact and what it was about, are all displayed. The reference number assigned to the contact is also displayed, as is the status of the contact.

  • Select the Expand Icon to view the specific details of the contact.
  • Select the Row Action Icon to navigate to the details page for the contact or to create an action.

The Actions region displays the business actions undertaken for the customer or tenant. The type of action, who it involves, the officer responsible, the status and when the status was changed are all displayed.

  • Select the Expand Icon for an action to view further basic details.
  • Select the Row Action Icon to navigate to the details page for the action to view the events that have been undertaken.

The Consents region displays all the Income Confirmation Services (ICS) for the customer or tenant. The source of the ICS consent, the dates it was granted, started and ended and who granted the consent.

  • Select the Expand Icon for a consent to view further details.
  • Select the Row Action Icon for a consent to update it.

The ICS Requests region displays all system generated requests for the customer or tenant's Centrelink income. The current status, type, reference number and the effective dates are all listed.

  • Select the Expand Icon for an ICS request to view further details.
  • Select the Row Action Icon for a request to cancel it.

The View Current Income region displays all the current income streams the person has. The type of income, when it starts, the amount of income and how of it is paid are all listed. Who verified the income, whether there are any deductions from the income and if it has been included in calculation are also displayed.

  • Select the Expand Icon for an income to view further details.
  • Select the Parent/Child Icon to view and then expand the Income Deductions region.

The View Current Assets region displays all of the assets currently owned by the person. The type and description of the asset, when it was assessed, the percentage owned and the value of the asset are all displayed.

  • Select the Expand Icon for an asset to view comments and further basic details.

The Person Income region displays the income entered for the person. The reference number for the income, the dates it is in effect, the status, the date the status became effective and whether it has been used are all displayed.

  • Select the Expand Icon for an income to view further basic details.
  • Select the Row Action Icon for an income to navigate to the Income Details page or to undertake other actions.

The Surname History region displays any changes to the customer or tenant’s names. The customer or tenant’s name and title are displayed along with the date, reason and user who changed the name.

The Also Known As region displays any related names for the customer or tenant. The name, reason and dates the customer or tenant was known as this are displayed.

  • Select the Expand Icon for a name to view further basic details.
  • Select the Row Action Icon for a name to update or delete it.

The Person History region display any update to a customer or tenant’s information including date and place of birth, gender, indigenous decent, origin, and language.

The Person Warnings region displays any warnings presented to a user in relation to the person record. The date, time, and user the warning appeared for are listed. The reason for the warning and whether the warning was overridden are also displayed.

  • Select the Expand Icon for a warning to view further details.

The Housing Options region displays the housing options suitable for the tenant or customer as a result of their enquiry. The type of housing option and the status are displayed. The date the customer or tenant approached SA Housing Trust with their enquiry is also listed.

  • Select the Expand Icon for a housing option to view further basic details.
  • Select the Row Action Icon for a housing option to navigate to the details page or update the housing option.

The Assessments region displays AATs undertaken for the tenant or customer. The office who did the assessment, when it was undertaken and the status will all be listed. If the assessment has been completed, the outcome will also display.

  • Select the Expand Icon for an assessment to view further details.
  • Select the Row Action Icon for an assessment to navigate to the details page or undertake other actions.

Not applicable.

The Duplicates region displays all person records which have been identified as the same customer or tenant. The person reference, name and dates are listed. Duplicate or master will also display to indicate which record must be used.

  • Select the Expand Icon for a duplicate record to view further details.
  • Select the Row Action Icon for a duplicate record to navigate to the Person Details screen or to update the duplicate.

The Write Offs region displays any debt that has been written off for a customer. The reference number, the customer or tenant's name, payment, account and tenancy reference numbers of the write off, the amount, and the status of the write off are all displayed.

  • Select the Expand Icon for a write off to view further details.

Not applicable.

The Party Bank Accounts region displays the bank details for the customer or tenant. The bank the account is with, the name of the account, the BSB and account number, and the dates it is effective are all displayed.

  • Select the Expand Icon for an account to view further basic details.
  • Select the Parent/Child Icon for an account to view and then expand the DDI Usages region.

Not applicable.

The Client Documents region displays all documents uploaded to Connect. The type, name and size of the document are all displayed.

  • Select the Expand Icon for a document to view further details, including when is was uploaded and who by.
  • Select the Row Action Icon for a document to view it.
  • Select the Parent/Child Icon for an application to view and expand the Maintain Document Associations region.

Not applicable.

Not applicable.

The Attachments region will display all documents relevant to the customer or tenant. The type of and name of attachment are listed. The date and user who generated the attachment are also displayed.

  • Select the Expand Icon for an attachment to view further details.
  • Select the Row Action Iconfor an attachment to view or update the attachment.