Cx Housing Help Centre- Table of Contents

Contents
Index
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Welcome to Civica Cx Housing
Introduction
- Introducing the Civica Cx Housing system
- Navigating your way around the system
- Understanding the workspace
- Using the search facility
- Standardised address formatting
Getting started
- System requirements
- Getting the most from this help system
  - How to use this help viewer
  - To locate a help topic
System management and preferences
- User management
- Profile management
- Functional unit management
- Alerts management
- Diary management
- Appointments management
- Notes management
- Financial posting management
- Scheduled events management
- Customer engagement management
  - Satisfaction survey management
  - Question form management
- System configuration
Contacts management
- Contacts management overview
- Contacts record maintenance
- Contact groups maintenance
Assets management
- Assets management overview
- Assets configuration management
- Assets record maintenance
Estate management
- Estate management overview
- Estate management configuration
- Estate management implementation
Repairs management
- Repairs management overview
- Repairs configuration management
- Repairs request management
- Repairs inspection management
- Repairs order management
- Repairs appointment management
- Repairs invoice management
- Repairs satisfaction survey management
Planned and servicing management
- Planned and servicing management overview
- Planned and servicing configuration management
- Stock assessment management
- Planned works management
- Equipment servicing management
Allocations management
- Allocations configuration management
- Applications management
- Resource management
- Waiting list management
- Match list management
Rents management
- Rents management overview
- Rents configuration management
- Rents setting management
- Rents agreement management
- Rents account management
- Rents review management
  - Target rents review management
  - Rents charge review management
PSL management
- PSL management overview
- PSL configuration management
- PSL rate setting management
- PSL agreement management
- PSL account management
PRS management
- PRS management overview
- PRS configuration management
- PRS agreement management
- PRS outbound payment batch management
Service charge management
- Service charge management overview
- Service charge configuration management
- Service charge implementation management
  - Service charge implementation management overview
  - Service charge calculation management
CRM administration
- CRM administration overview
- CRM configuration management
- CRM interaction management
ASB management
- ASB management overview
- ASB configuration management
- ASB incident management
Feedback management
- Feedback management overview
- Feedback configuration management
- Feedback process management
Campaign management
- Campaign management overview
- Campaign configuration management
- Campaign data collection management
Housing options management
- Housing options management overview
- Housing options configuration management
- Housing options process management
Home buy management
- Home buy management overview
- Home buy configuration management
- Home buy process management
Homelessness management
- Homelessness management overview
- Homelessness configuration management
- Homelessness process management
Support provision management
- Support provision management overview
- Support provision configuration management
- Support provision process management
Generic case management
- Generic case management overview
- Generic case configuration management
- Generic case process management
Communication management
- Communication management overview
- Communication definition management
- Communication queue management
- Communication creation management
- Message board control centre
Reporting
- Reporting Overview
- Repairs analysis reporting
- Diversity analysis reporting
  - Diversity analysis reporting overview
  - Introducing tenant diversity analysis as a percentage reports
Data exchange services
- Data exchange services overview
- Information management
- Financial batch management
- Direct Debit batch management
- AUDDIS file management
- Payment card management
- Data import management
- Data export management
- Statutory returns management
- PCOL data extract management
- Partner integration management
Asset management hub
- Stock assessment administration
- Asbestos management
  - Asbestos management overview
  - Asbestos configuration management
- Compliance management
  - Compliance configuration management
    - Equipment administration
    - Systems administration
  - Equipment management
    - Equipment warranty management
      - To add warranty cover to an equipment item
      - To set the period of warranty cover for an equipment item
    - Equipment refusal management
      - To add a tenant refusal record to an equipment item
      - To add a characteristic to an equipment refusal instance
- Planned and completed works management
  - Planned and completed works configuration management
  - Planned and completed works implementation
- Energy performance management
  - Energy performance configuration management
    - To assign assessor accreditation details to a contact record
  - Energy performance recording toolkit
- Scenario management
  - Energy performance scenario planning
    - To create a new energy performance scenario
- Data management services
  - Data update rules
Contractor hub
- Contractor configuration management
Resource centre
- Communication merge tags library
- Dynamic toolkit library
Glossary of terms
www.civica.co.uk/housing