Planned programme template maintenance overview
All housing organisations have a responsibility to protect the value of their housing stock to ensure that acceptable service standards are achieved. The implementation of comprehensive and strategic planned maintenance programmes target the gradual and predictable deterioration of building components and fabric, extending the lettable life of each property and therefore maximising the return on investment. Based on the findings of a full stock condition survey, the age, condition and remaining repairs life of current elements and fittings, such as the front door, windows, kitchen, bathroom, and so on, will determine the nature and extent of future upgrade programmes. Once the scope of a 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. Employing standardised SOR codes in this way ensures the accountable, efficient, auditable and transparent completion of all planned works for a target subset of assets. Whilst any number of planned programme templates can be created, each perhaps focusing on a different core property element, it is also possible to maintain parallel templates with only subtle differences, say, to manage the installation of a kitchen refurbishment to different sized dwellings, or perhaps across varied property types: house, flat, maisonette, bungalow, etc. As the variations between such templates may only be minimal, it is possible to clone an original template, retaining all the attributes and configuration settings for the applicable SOR table, stock condition component, repair types and linked SOR codes, before applying the necessary adjustments to the specific scope i.e. adding, removing or editing individual SOR codes to refine the work instruction.
The configuration and composition of SOR templates is therefore highly flexible and can be tailored in line with each housing organisation's working practices. Once created, an individual template can be added to a planned works programme, either in isolation or as part of a group, at the discretion of the end user. In the instance where a template has already been assigned to one or more assets through a deployed programme, system validation rules support any subsequent removal request of individual SOR codes, providing an opportunity to cancel the action through informative notification messaging.
Separate help articles have been created for each key aspect of planned programme template maintenance, including: