To terminate a PSL agreement

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

Using the End Agreement action button, a proposed end date can be linked to the PSL agreement but then subsequently revised should circumstances change. Once the outcome is finalised, the action can be repeated, but this time entering an official end date. Where the current PSL agreement is to be maintained, these dates can easily be cleared by initiating the action afresh, with the associated episode remaining active.

The procedure to terminate a PSL agreement is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the PSL agreement or the privately owned asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the row containing the specific PSL agreement to be brought to an end. The Agreement Details window is displayed.
5. Click on End Agreement. The End Agreement window is displayed, revealing the salient characteristics of the selected PSL agreement.
6. Enter the Notice received date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which notice of the PSL agreement termination was received 3.
7. Enter or amend the Proposed end date of the PSL agreement, as appropriate, using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
8. Enter or amend the actual End date for the PSL agreement, once confirmed, using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
9. Using the End reason drop-down field, select a parameter value to qualify the nature of the agreement termination e.g. Property purchased from private landlord 4.
10. Click on Next. The End Agreement - Addresses window is displayed, ready to revise or affirm the forwarding address for the private landlord, both at Contact and Contact Group level.
11. To specify an alternative postal address for the contact group: (a) Click on Add Contact Group Address - The Search Address window is displayed; (b) Enter the first few characters of the address into the dynamic search facility, or use the spy-glass icon () to launch the Advanced Search facility - All possible matches are returned in the summary table 5; (c) Double-click on the row containing the exact record match or revise the entered address component - alternatively, click on New Address to create a new address for the private landlord contact group, not previously held; (d) With the Address Details window in current focus, complete all pertinent data entry fields for the alternative postal address, particularly the Send post here attribute and the 'effective' date range 6; (e) Click on Save - The full address is displayed in the corresponding Contact Group Addresses grid.
12. To specify an alternative postal address for a contact group member cohort: (a) Activate the Select tick box against a subset of contacts to be assigned the same address record; (b) Click on Add Contact Address - The Search Address window is displayed; (b) Enter the first few characters of the address into the dynamic search facility, or use the spy-glass icon () to launch the Advanced Search facility - All possible matches are returned in the summary table; (c) Double-click on the row containing the exact record match or revise the entered address component - alternatively, click on New Address to create a new address for the private landlord contact subset, not previously held; (d) With the Address Details window in current focus, complete all pertinent data entry fields for the alternative postal address, particularly the Send post here attribute and the 'effective' date range; (e) Click on Save - The full address is displayed in the corresponding Contact Addresses grid.
13. Click on Confirm. The Updated by field is automatically populated with the name of the end user terminating the agreement and current system date respectively; a default End reason is also assigned to the associated PSL agreement and occupation episodes 7.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 The Notice received date defaults to the current system date and cannot be advanced into the future.

4 These custom values can be populated by the end user via the system parameter entitled PSL termination reasons.

5 The field will operate as a dynamic search function and match against any element of the property address, based on the successive characters entered.

6 Only one postal address can be effective for a contact group at any one time; where overlapping Effective from and Effective to dates are detected, the end user will be asked to amend the values accordingly.

7 The system preferences Default agreement episode end reason and Default agreement occupation end reason govern the automatic selection of valid reason codes in each entry; where no default values are configured, this contextual information will be omitted.

See related topics...

PSL agreement management overview

To change the start date of a PSL agreement

To cancel a PSL agreement

To create a new PSL agreement for an asset

To define the user profile

To define a general lookup parameter value

Using the search facility