Once planned works are completed, the corresponding replacement items can be cascaded through to the relevant entity records, capturing the lifecycle integer, warranty cover and survey details, as well as defining the appropriate planned works classification.
The procedure to define a planned work completion action for a data update rule is as follows:
- Prerequisite procedural steps are covered separately in the topic To add an action to a data update rule. Refer to these before proceeding to step 2.
- With the Complete Planned Work rule type displayed, select the overarching Component from the drop-down field i.e. the specific focus area of the stock condition data.
- Using the Replacement drop-down field, select the specific stock condition replacement item that will be ascribed dynamically to an entity record as a result of this completed work
1.
- Adjust the default Lifecycle field to specify how long (in years) the item is likely to last before being replaced again. The Up and Down arrows are available to increment or decrement the value, as required.
- Using the Planned work type drop-down field, select the specific activity stream relevant to the replaced item e.g. Cyclical, Regeneration, etc.
- Using the Effective period type drop-down field, select the timeframe unit applicable to the completed works i.e. Month, Quarter or Year.
- Enter the Effective period value into the field provided i.e. the Effective period type unit multiplier 2.
- Where the completed works should not feed into copied survey data, activate the Exclude from extrapolation tick box provided.
- Where the nature of the completed works dictates that it will need to be repeated over a defined period, activate the Insert repeat tick box provided.
- Activate the Remove tenant refusals tick box provided, as appropriate, to signify that any refusal records linked to the replaced item will be cleared.
- Optionally, to capture associated warranty information for the completed works: (a) Use the Warranty type drop-down field to select the desired parameter classification relevant to the warranty being offered; (b) Use the Description / Terms and Conditions fields to record contextual information pertinent to the warranty being offered; (c) Use the Contractor drop-down field to select the name of the contractor providing the warranty cover; (d) Use the inter-related Effective period type and Effective period fields to determine the projected activation date for the warranty.
- Click on Save. The new entry is appended to the data update rule, within the hierarchical component structure.
Note
1 Only those replacement items that are linked to the selected component within the overall elemental structure will be available for selection.
2 The resulting timeframe - calculated in months, quarters or years - determines the activation date for the completed works, projected forward from the execution date of the data update rule.
See related topics...
To add an action to a data update rule
To create a new data update rule
