Servicing plan template maintenance overview
An effective maintenance strategy for all electrical equipment and gas appliances is delivered through a programme of regular and periodic inspections, together with the completion of all identified remedial work. Social landlords are responsible for carrying out all necessary works to enable compliance with statutory requirements relating to equipment and electrical systems installed in its housing stock, as well as full adherence to manufacturer's recommendations and general good practice. Furthermore, they have specific legal responsibilities to their tenants in relation to gas safety, covering the maintenance of appliances, pipework and flues, as well as the completion of annual gas safety checks to ensure all fittings and appliances are sound. All such checks 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, a comprehensive breakdown of the maintenance, safety checks and certification instruction can be captured within a template definition, where individual Schedule of Rates (SOR) codes relevant to the cyclical maintenance can be compiled. Employing standardised SOR codes in this way ensures the accountable, efficient, auditable and transparent completion of all manufacturer and legislative equipment servicing requirements for a target subset of assets. Whilst any number of servicing plan templates can be created, each perhaps focusing on a different appliance type or electrical system, it is also possible to maintain parallel templates with only subtle differences. 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, 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 maintenance 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 servicing plan 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 servicing plan template maintenance, including: