To create a new PSL agreement for a contact group

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


The procedure to create a new PSL agreement for a contact group is as follows:

  1. Using the Advanced search spy-glass (), select Contact Group as the Search for and Search by category, and enter the Group name as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Contact Group Summary window is displayed.
  3. Click on Contact Group Details. The Contact Group Details window is displayed.
  4. Click on Agreements. The Agreements tab is activated, revealing a list of all agreements associated with the contact group in the Agreements summary table.
  5. Click on New Agreement 2. The Create Agreement - Select Type window is displayed.
  6. Using the Type drop-down field, select an appropriate parameter value for the PSL agreement e.g. Emergency Accommodation, HMO (House in Multiple Accommodation), Long Term Accommodation, etc.
  7. Click on Next. The Create Agreement - Select Contact Group window is displayed, revealing all members of the selected group.
  8. Verify and affirm the Responsible members for the new PSL agreement using the tick boxes provided.
  9. Click on Next. The Create Agreement - Enter Agreement Detail window is displayed.
  10. Using the Company drop-down field, select the company for which this PSL agreement is relevant.
  11. Using the Account type drop-down field, select an appropriate parameter value for the agreement e.g. Invoice Account - 30 Day Terms, etc.
  12. Enter the Proposed start and actual Start dates for the new PSL agreement, as appropriate, using the adjacent calendar icons (), or type in the values directly (format DD/MM/YY or DD/MM/YYYY). Additionally, where the nominated PSL agreement type is configured with the Fixed Term attribute (dictating that the agreement will run for a fixed duration only), record the Fixed term end date 3.
  13. Using the Start reason drop-down field, select a parameter value to qualify the circumstances of the new PSL agreement e.g. New Private Landlord Partnership, etc. 4.
  14. Use the Start notes field to add any contextual data that is relevant to the new PSL agreement.
  15. Using the Calendar drop-down field, select the calendar that reflects the required payment frequency for the new PSL agreement.
  16. Click on Next. The Create Agreement - Search Asset Address window is displayed, revealing all asset records that have been mapped to a 'PSL' ownership category.
  17. To choose a subset of assets covered by the PSL agreement: (a) Click on the nested expansion level pointer icons () to reveal individual asset records within the overall hierarchy along with their associated rates - activate the tick box against one or more lease fees relevant to the PSL agreement 5; (b) Click on Add to transfer the chosen subset to the right ('required') pane, or Add All to transfer all displayed records, irrespective of tick box status 6; (c) Click on Select - The chosen asset subset and applicable rates are summarised in the Create Agreement - Confirm Asset Rate window.
  18. Click on Next. The Create Agreement - New Rates window is displayed, ready to add agreement-specific elemental components, as required. This procedure mirrors that covered separately in the topic To add a rate element to a PSL account.
  19. Click on Save. The new PSL agreement for the private landlord contact group is summarised in the Agreements Details window.
  20. Click on Close.


Note

1 Additional search criteria may need to be employed (e.g. address, post code, group type) to ensure that the correct contact group is returned; an alternative Search by category of Contact may be selected to extend the available search fields.

2 A PSL agreement can coexist alongside a current tenancy agreement, provided the asset's ownership category has first been set to PSL.

3 Only responsible contacts with a recorded effective end date after the fixed term end date can be linked to the agreement; a warning message will be displayed to report any conflicts and the end user must revise the dates accordingly.

4 These custom values can be populated by the end user via the general lookup parameter entitled PSL Start Reasons.

5 The returned results can be refined further by entering a component of the asset address into the dynamic search field provided.

6 In the same way, use the options Remove and Remove All in conjunction with the associated tick box fields to transfer asset records out of the right ('required') pane.


See related topics...

PSL agreement management overview

To add a rate element to a PSL account

To change the start date of a PSL agreement

To create a new PSL agreement for an asset

To create an ownership episode for an asset

To define the user profile

To define a general lookup parameter value

Using the search facility