To define a SOR rule for a PRS asset management agreement type

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Where an asset management agreement type is defined with Full Repairs responsibility, this signifies that works orders will be generated in the normal way and assigned to a preferred contractor, with all fulfilment activities undertaken by the housing organisation. In contrast, where Partial Repairs is selected, it is possible to define explicitly which subset of SOR codes will be fulfilled by them under the terms of the devolved management service. In both scenarios, the individual SOR codes within the selected subsets can be identified for recharge back to the landlord in order to recover the incurred repair costs.


The procedure to define a SOR rule for a PRS asset management agreement type is as follows:

  1. Navigate to Quick Menu > Assets > Configuration > Agreement Type. The Asset Management Agreement Types window is displayed.
  2. Select a PRS asset management agreement type from the alphabetical list, or type its name into the Search Management Types field. By default the list is filtered to show Current management types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on SORs. The SORs tab is activated.
  4. Click on New SOR Rule. The Partial Repairs - Search SORs window is displayed.
  5. Enter a Description for the new PRS SOR rule definition into the field provided 2.
  6. Choose an Effective from date for this PRS SOR rule definition i.e. the date on which it came into effect 3.
  7. Choose an Effective to date if the PRS SOR rule definition status is to be reviewed on a specific date, or to capture a change of circumstances; a blank field means the rule will be continually valid.
  8. Click on Next. The Repairs - Select SORs window is displayed, revealing all composite schedules of repair and renewal tasks.
  9. To select a subset of SORs to be fulfilled by the housing organisation: (a) Click on the nested expansion level pointer icons () to reveal the associated trades and concatenated SOR codes + descriptions 4; (b) Activate the tick box against any combination of trade, section trade and SOR description elements to compile the target task list; (c) 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 5. Click on Select to map the repair task components to the new SOR rule definition.
  10. With the Repair - Cost Model window in current focus, activate the Select tick box against those specific SOR codes to be recharged back to the private landlord, or click on Select All to toggle the entries en masse 1.
  11. Click on Save. The chosen SOR code subset is summarised in the Rule Details summary table 6.


Tip

1 Where only a small number of SOR tasks are not required, click on the Select All action button first and then deselect individual items from the full list, as appropriate.

Note

1 The Search Management Types field will match against any element of the PRS asset management agreement type description.

2 System validation rules ensure that the description entered for each new SOR rule definition is unique for the effective period.

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

4 The composite schedule can be refined by entering a component of the SOR code or description into the dynamic search field provided.

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

6 Within each company, only one SOR rule definition can be effective for a PRS asset management agreement type at any one time; where overlapping Effective from and Effective to dates are detected, the user will be asked to amend the values accordingly.


See related topics...

PRS configuration management overview

To define PRS asset management agreement types

To create a new SOR code