Use the HOUSING SEARCH tracker to track details about the client's housing search. You will create a new housing search tracker when the client participates in housing search for the first time and each time the client wishes to relocate (if applicable)
Note: The "Housing Search Tracker" was introduced in November 2025 and replaces the "Housing Search" section on the case record.
Step 1: Navigate to the Housing Search Tracker at the top of the case record in the "Related List Quick Links" section. Click NEW to create a new tracker.
Step 2: Enter the housing search details into the new tracker and click SAVE. Fill out as much information as you have. At the very least, you must enter the "Housing Search Start Date" and "Housing Search Status." When the client is actively engaged in housing search, the status should be "In Progress."
If you need to add or edit the tracker, you can do so by clicking on the link of the tracker you wish to edit. A new screen will pop up and you can click on the pencil icon to enter edit mode. Click SAVE to save your changes.
Important!
Once housing search is complete, you will need to update the status. To do so, follow the instructions above to enter edit mode. At the very least, you will need to enter the "Housing Search End Date" and update the "Housing Search Status."
- Completed: The client has successfully completed housing search and found stable housing. Don't forget to enter a new Housing Tracker to track the client's new living situation!
- Timed Out: The client did not find stable housing within the time allotted for housing search.
- On Hold: If housing search is put on hold for any reason, change the status to "On Hold." Once housing search resumes, change the status back to "In Progress."