To create a new planned work label

A series of custom labels can be created around all aspects of planned works, transcending the many different focus areas covered by a Housing Improvement Programme, and operating like referencing tags, allowing related pieces of information to be collated and reported under these user-defined headings.

The procedure to create a new planned work label is as follows:

1. Navigate to Quick Menu > Asset Management > Configuration > Configure Planned Work Labels. The Configure Planned Work Label window is displayed.
2. Click on New Label 1. All fields are activated ready for data entry.
3. Enter a Description for the planned work label into the field provided e.g. Kitchen Upgrade - Phase 1, Extended Security Initiative, Regeneration, etc. 2.
4. Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this planned work label, or choose the All option, as required 1.
5. Choose an Effective from date for this planned work label i.e. the date on which it came into effect 3.
6. Choose an Effective to date if the planned work label is to be time bound; a blank field means its utilisation within project planning activities is continually valid.
7. Click on Save. The new planned work label is displayed in the alphabetical list.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Label button is inactive.

2 System validation rules ensure that the description entered for each new planned work label is unique for the effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

To create a new planned work type parameter value