Resource management overview

In broad terms, there are three categories of resource from which a housing organisation can attract direct revenue or use to promote good partnerships with social housing tenants: Organisation Assets, Non-Organisation Assets and Services. Whilst these are maintained as discrete resource components, the allocation of these resources is managed in a very similar way. The method by which an asset is managed to a point of being ready to let, or a service being ready to deliver is through an agreed action plan. Any number of actions can be created to form the workflow of the plan, whether they be chronological or parallel events. A template action plan is first created at resource category level and then automatically transferred to any linked resources. Once any required adjustments are applied to the plan, reflecting the specific resource condition, it can be scheduled to commence at any point in the future. Having visibility of all outstanding actions on the plan is a key element of resource management, ensuring delays are minimised and strategies implemented to mitigate issues. Having visibility of the resource waiting list is also very important as steps can then be taken to prioritise outstanding actions for those resources in highest demand. Where required, resources can be linked to additional waiting lists at any point in time so as to alleviate pressure on demand.

In addition to monitoring and steering the action plan status, resource management also focuses on providing visibility of allocation matches against each resource and how ongoing applications are proceeding in relation to the award of formal offers.

Separate help articles have been created for each key aspect of resource management, including:

• To view available resources for potential allocation
• To view outstanding actions within a resource plan
• To view the waiting lists for a resource
• To add an additional waiting list to a resource