To add an individual asset to an ongoing planned works programme

The procedure to add an individual asset to an ongoing planned works programme 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 Planned Programs 1. The Planned Programs tab is activated, revealing a list of all housing stock upgrades and refurbishment programmes to which the asset is linked, as displayed in the Planned Programs summary table 2.
5. Click on Add To Program. The Add Asset To Program window is displayed.
6. Enter a planned programme name into the Select program search field provided 2. All possible matches are returned in the Planned Program Search Results summary table 3.
7. Double-click on the row matching the desired planned works programme into which the asset will be included. The selected record appears in the Select program field.
8. Click on Save. The planned works programme is ascribed to the asset membership list and appears in the Planned Programs summary table.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

2 By default, all planned works programmes are displayed alphabetically, by name; to aid analysis, rows can be reordered by clicking on any of the available headings.

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 The field will operate as a dynamic search function and match against any element of the planned works programme name based on the successive characters entered.

3 Only planned works programmes that are not already assigned to a progression status of Cancelled or Complete will be available for selection.

See related topics...

Planned works management overview

To remove an individual asset from an ongoing planned works programme

To view the planned works programmes linked to an asset