Planned works progression management overview

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Through the implementation of phased and prioritised upgrade programmes, social landlords are able to maintain their housing stock in a reasonable and lettable condition, with the allocation of adequate financial provision to those improvement works that have been identified through representative survey and inspection methods. In order to preserve and extend the life of each asset, costed plans must also take into account the likely future repair commitments. Whilst it should be remembered that each property is a home and that the occupier has an invested interest in the upgrade opportunities, priority must always be given to planned works that are important to the future integrity of each property. Customer engagement is therefore a key factor in delivering successful upgrade programmes; hence it is essential to implement communication strategies whereby tenants are advised not only of the timescales for proposed improvements but also updated regularly once these works get underway. Civica Cx Housing supports this approach through the creation and automatic generation of custom communications, triggered via an applied status progression change to an overarching programme or linked asset. Where applicable, these can be managed as internal communications only - perhaps to notify staff members with overall responsibility for specific programmes - or equally to reach an external audience, specifically the occupants of an impacted property.


The core function of planned programme progression management is to match the proposed scope of the stock upgrade to a target subset of assets, before generating all required works orders en masse, along with any preliminary inspections and preferred contractor assignments. Through the programme summary view, multiple assets can easily be progressed to a common status, whether that is to, say, mark the work as having been completed, or perhaps to suspend future activities, reflecting unforeseen circumstances and enforced delays. Integral data export opportunities also support the creation of inspection and works summary information compiled within each programme, in preparation for external reporting and analysis using Microsoft Excel, or similar.


Separate help articles have been created for each key aspect of planned works progression management, including:


In addition, separate help articles focus on the prerequisite steps necessary to configure status-focused communications, specifically: