Allocations configuration management overview
The process of allocations management has a number of contributory factors that need to be configured at the outset in order to inform daily activities, operations and functions. These configuration components enable the housing organisation to define specific parameters in line with their own procedures and local requirements. Additional values and attributes can be appended to the records at any time, as required, although maintaining comprehensive information from the start will reap its own rewards. There are several key areas that fall under the category of allocations configuration: priority maintenance, list maintenance, application type maintenance, application review maintenance and resource maintenance.
Priority Maintenance - Civica Cx Housing allows any number of priorities and awards to be created in line with the housing organisation's policy, with each defined as being either manually or automatically allocated. These priorities are derived from a combination of points and banding methodologies, all aimed at ensuring a fair and transparent system for selecting suitable applicants.
List Maintenance - Lists are there to serve the housing organisation in managing the allocation of resources – assets, non-organisational assets and services – in the most efficient and logical way. Maintaining separate lists allows for application subsets to be more closely managed and ensure that only relevant applications are included.
Application Type Maintenance - An application type is used to categorise applications that are submitted for the allocation of resources, whether they be assets, non-organisational assets or services. Application types can be aligned to a variety of business streams or asset types, to meet the requirements of the organisation.
Application Review Maintenance - Regular reviews are an integral part of managing applications for housing stock and associated services. A formal review is a key component of an internal audit, ensuring that applications have been progressed fairly and that the data on which decisions were made is accurate. A second and equally important output of a review is to ensure that the applicants' needs have not changed and that they still wish to remain on the housing register or transfer register.
Resource Maintenance - Resource maintenance focuses on the steps required to bring each resource to a point where it can be allocated to a prospective tenant. Robust and well understood action plans are the essential building blocks for effective resource management and, once in place, can be applied consistently as each void asset is made ready for market, or service prepared for delivery.
Separate help articles have been combined into logical sections and cover each key aspect of allocations configuration management, including: