Planned and servicing configuration management overview
The process of managing planned upgrades to the housing stock as well as the servicing of electrical and mechanical installations has a number of contributory factors that need to be configured at the outset in order to inform daily activities, operations and functions. These configuration components enable the housing organisation to define specific programmes and servicing plans in line with their own procedures, statutory obligations and local requirements. Additional values and attributes can be appended to the records at any time, as required, although maintaining comprehensive information from the start will reap its own rewards. There are several key areas that fall under the category of planned and servicing configuration management: planned programme maintenance, planned programme template maintenance, servicing plan maintenance and servicing plan template maintenance.
Planned Programme Maintenance - These components focus on the steps necessary to configure the definition of each stock improvement project, such as the installation of new fitted kitchens, bathrooms or double-glazing. Within each definition it is possible to set target dates around the commencement and likely completion of the project, as well as the allocated budget and any professional fees that are likely to be incurred.
Planned Programme Template Maintenance - Once the scope of a stock improvement programme has been identified, a comprehensive breakdown of the work instruction can be captured within a template definition, where individual Schedule of Rates (SOR) codes relevant to the upgrade can be compiled, detailing the individual tasks involved. The use of standardised SOR codes ensures the accountable, efficient, auditable and transparent completion of all planned works for the target subset of assets.
Servicing Plan Maintenance - These components focus on the steps necessary to configure the definition of each cyclical equipment maintenance requirement, such as conducting the statutory safety checks on a boiler, servicing a lift or carrying out Portable Appliance Testing (PAT). Within each definition it is possible to set the required lead time, governing the latency between the initiation and execution of the equipment servicing programme, as well as the cycle frequency, service type and prioritisation weighting.
Servicing Plan Template Maintenance - Regular and periodic inspections of all electrical equipment and gas appliances must be accompanied by comprehensive records of servicing dates, certification of conformity and, where appropriate, appliance disconnections due to diagnosed faults. Once the scope of an equipment servicing plan has been identified, the comprehensive breakdown of all such maintenance, safety checks and certification instructions can be captured within a template definition, where individual Schedule of Rates (SOR) codes relevant to the cyclical maintenance can be compiled, detailing the individual tasks involved in the servicing contract.
Separate help articles have been combined into logical sections and cover each key aspect of planned and servicing configuration management, including: