To create a new planned work type parameter value

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The composition of planned work classifications - referred to as 'types' - ensures that different activity streams originating from an overall Housing Improvement Programme can be tracked and managed as discrete focus areas.


The procedure to create a new planned work type parameter value is as follows:

  1. Navigate to Quick Menu > Asset Management > Configuration > Configure Actual Work Type. The Configure Actual Work Type window is displayed.
  2. Click on New Work Type 1. All fields are activated ready for data entry.
  3. Enter a Description for the planned work type into the field provided e.g. Kitchen Refit, Bathroom Renovation, Electrical Rewire, etc. 2.
  4. Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this planned work type, or choose the All option, as required 1.
  5. Where the planned work type is an enhancement over the existing fixtures and fittings, activate the Is improvement tick box provided 3.
  6. Choose an Effective from date for this planned work type i.e. the date on which it came into effect 4.
  7. Choose an Effective to date if the planned work type is to be time bound; a blank field means its utilisation within project planning activities is continually valid.
  8. Click on Save. The new planned work type 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 Work Type button is inactive.

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

3 With the attribute inactivated, this denotes that the planned work type relates to a direct replacement only.

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


See related topics...

To create a new planned work label