Configured within a data update rule, a new Replacement Item can be ascribed to an entity record, capturing the relevant lifecycle integer, default quantity, the completed work origin status, associated warranty information and the next scheduled survey. The counterpart action - Delete Replacement - controls the removal of such items, along with the associated warranty cover and linked tenant refusal instances.
The procedure to define a replacement 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 Add Replacement 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 via this data update rule
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.
- Adjust the Default repair quantity value to denote the number of identical replacement items being ascribed to each entity record as a consequence of this data update rule.
- Using the Effective period type drop-down field, select the timeframe unit applicable to this replacement item 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 replacement item should not feed into copied survey data, activate the Exclude from extrapolation tick box provided.
- Where the replacement item will be automatically classified as completed work, activate the Set as completed work tick box provided.
- Activate the Update survey information tick box provided, where applicable, to ensure that the new replacement item will be reflected in survey data.
- Optionally, to capture associated warranty information for the replacement item: (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 3.
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 replacement item, projected forward from the execution date of the data update rule.
3 The matching counterpart - Delete Replacement - can be defined in a similar way, electing to Remove warranties and Remove tenancy refusals that are associated with the existing attribute, as appropriate.
See related topics...
To add an action to a data update rule
To create a new data update rule
