Temporary Housing Regular Visit Case Management

To Learn More About Temporary Housing Regular Visit Case Management

What is Temporary Housing Regular Visit Case Management?

A Temporary Housing Regular Visit case covers interim welfare and compliance visits — typically monthly or six-weekly — to households in temporary accommodation. These catch safeguarding, anti-social behaviour, fire-safety, pest and suitability issues early, and evidence the landlord’s continuing Part 7 duty. They are particularly important in B&B and nightly-paid stock where conditions can change rapidly.

Temporary Housing Regular Visit — End-to-End Workflow

  1. Logged — regular visit due or triggered by concern, captured into one case on Propsys360.
  2. Acknowledged — occupier acknowledged with appointment; any urgent safeguarding flag escalated immediately.
  3. Investigated — visit carried out, property and household condition, fire safety, safeguarding and ASB risk assessed; photos captured.
  4. Actioned — repairs, safeguarding referrals, tenancy-style actions, or placement change progressed.
  5. Resolved — actions delivered, occupier informed, any change of placement logged.
  6. Closed and learned — case closed with visit evidence; patterns feed placement strategy and supplier performance.

Temporary Housing Regular Visit Case Management in Propsys360

  1. One record, one version of the truth — every Temporary Housing Regular 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
  2. Linked to the Case Management ecosystem — Homelessness for Part 7 duty, Safeguarding for urgent referrals, Compliance for fire safety, and Repairs for property work — so the temporary housing regular visit context is visible without hunting across systems
  3. Stage-driven workflow — regular visit evidenced, risk acted on, Part 7 duty continuously recorded — with due dates, reminders and automated escalation when timescales slip
  4. Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
  5. 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
  6. Resident-facing self-service — residents can raise, update and track their temporary housing regular visit case through the Customer Portal, cutting inbound calls and speeding resolution
  7. 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 Regular Visit Case Management

Contact Centre / Customer Service Advisor — books or re-books visits without occupiers falling off the schedule, and escalates safeguarding flags immediately.

Housing Officer / Tenancy Managementsees risk trends on patch — where placements are failing or suppliers underperforming — from one record.

Temporary Accommodation Officer — runs continuous duty-of-care evidence from one record; no gap in Part 7 protection, no surprise suitability failure.

Team Leader / Service Manager — dashboards show open temporary housing regular 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 regular visit and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.

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