To add an action plan to an asset void episode

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The procedure to add an action plan to an asset void episode is as follows:

  1. Using the global search facility, type in the first few characters of the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Asset Details. The Asset Details window is displayed for the current asset.
  4. Click on History. The History tab is activated, revealing a list of all chronological agreement and void episodes for the asset in the Rent summary table.
  5. Double-click on a row matching a void episode against which an action plan will be linked. The Asset Void Episode window is displayed.
  6. Click on Action Plan. The Action Plan tab is activated.
  7. Click New Plan 2. The Action Plan window is displayed.
  8. Using the New plan drop-down field, select the action plan to be linked to the asset void episode.
  9. Choose a Start date for the first action in the plan using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the action plan commences for the asset void.
  10. Click on Confirm 3. All actions within the action plan path are displayed in the Action History summary table.
  11. Click on Save.


Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 When an asset record is first created, a default action plan may be automatically assigned, based on the selected type e.g. House, Flat, Bungalow, etc.

3 Only one action plan can be effective at any one time; where an existing plan is already in operation, the end date will be automatically populated to coincide with the start of the new plan.


See related topics...

Assets resource management overview

To add an additional entry to an asset void action plan

To add a resource subtype to an action plan

Using the search facility