Temporary Housing Annual Visit Case Management
To Learn More About Temporary Housing Annual Visit Case Management
What is Temporary Housing Annual Visit Case Management?
A Temporary Housing Annual Visit case covers the yearly review visit to households in temporary accommodation under Housing Act 1996 Part 7 homelessness duties. Landlords and managing agents must evidence condition, suitability (including Homelessness (Suitability of Accommodation) Order 2012), safeguarding, B&B six-week rule compliance for families, and progress toward a settled home.
Temporary Housing Annual Visit — End-to-End Workflow
- Logged — annual visit due for a temporary-accommodation household, captured into one case on Propsys360.
- Acknowledged — occupier acknowledged with visit appointment and reasonable-adjustment needs logged.
- Investigated — visit completed, condition, suitability, safeguarding, health and move-on readiness assessed; photos captured.
- Actioned — repairs raised, safeguarding referrals made, suitability changes acted on, move-on plan reviewed.
- Resolved — action outcomes confirmed, household informed, any change of placement logged.
- Closed and learned — case closed with visit evidence; volumes and suitability themes feed homelessness-strategy and procurement.
Temporary Housing Annual Visit Case Management in Propsys360
- One record, one version of the truth — every Temporary Housing Annual Visit case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
- Linked to the Case Management ecosystem — Homelessness for duty tracking, Repairs for property work, Safeguarding for referrals, and Customer Portal for occupier visibility — so the temporary housing annual visit context is visible without hunting across systems
- Stage-driven workflow — annual visit evidenced, suitability and safeguarding actioned, move-on progressed — with due dates, reminders and automated escalation when timescales slip
- Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
- Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
- Resident-facing self-service — residents can raise, update and track their temporary housing annual visit case through the Customer Portal, cutting inbound calls and speeding resolution
- Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app
Teams Helped by Temporary Housing Annual Visit Case Management
Contact Centre / Customer Service Advisor — books and confirms visits with the right access and adjustment first time — nobody misses a critical duty review.
Housing Officer / Tenancy Management — sees visit outcomes on patch and can connect repairs, safeguarding and move-on into one plan.
Temporary Accommodation / Homelessness Officer — runs suitability, Part 7 evidence and move-on from one record; Regulator and audit reporting is always current.
Team Leader / Service Manager — dashboards show open temporary housing annual visit cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.
Head of Housing / Director — one trusted data source across temporary housing annual visit and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.
Propsys360 Housing Management System
- Integrated
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Propsys360 empowers social housing with streamlined property operations, advanced technology, and focused resident support through a comprehensive housing management system, integrating property management software and tenant management solutions for future-proof housing management.
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What Our Customers Have To Say
The Neo Technology model allows us to scale our development capacity, accelerating our transformation programmes while future-proofing our business while achieving substantial industry cost savings.
Their integrated agile project teams deliver across a range of business requirements in partnership with our Product Owners, such as System Enhancements, Data Integration & Cloud Migration, enabling Notting Hill Genesis to accelerate our digital transformation goals.
In partnership with Neo Technology, we have enhanced this solution by leveraging the capabilities of Azure Integration Services. This integration enables seamless agent engagement and efficient work status sharing between the Omnichannel system and our SaaS-based work allocation platform.
The successful deployment of this solution has significantly increased transparency and improved the operational efficiency of our contact centre, allowing us to deliver greater value to our customers.
This achievement was made possible through the expertise and dedication of Neo Technology. We extend our sincere thanks to Neo Technology for their invaluable support.
