Estate management escalation rule maintenance overview

The planning and implementation of estate management inspections, together with all identified actions, are steered through the creation of a case within Civica Cx Housing, which can be service level driven and form an integral part of a wider Service Level Agreement (SLA). Within the estate management case administration process there are three key components of SLA compliance tracking: amber warning period, follow-on escalation and target completion exceeded. In order to monitor compliance, individual SLA targets can be linked to the discrete tasks that are associated with an estate management case, as well as the overarching inspection type. Once an SLA indicator is reached, the system can be configured to dispatch an automatic alert to one or more user accounts, notifying them of the situation; the next stage in proceedings can also be controlled through a follow-on rule i.e. the actions to be undertaken in the instance where an escalated case or task is still outstanding after a defined period. Achieved through the creation of estate management escalation rules, these automatic alerts can be defined for any combination of companies, roles and individual user accounts, at the discretion of the housing organisation. For example, an estate management escalation rule might be linked to a system role entitled 'Neighbourhood Policing Coordinator' and comprising several users, all of whom need to be alerted when a specific task within an estate management case reaches its amber warning period (the advance warning of an imminent target completion date). Once an alert is routed to that escalation group, all users will receive the same notification by virtue of their membership to the linked role. In general, where an estate management escalation rule links to a role, all members of that role will be alerted; conversely where individual members are associated with an estate management escalation rule, notification will be restricted to those members only.

Separate help articles have been created for each key aspect of estate management escalation rule maintenance, including:

• To create a new estate management escalation rule
• To add a role to an estate management escalation rule
• To add a user to an estate management escalation rule

In addition, separate help articles focus on the creation of users and role memberships, specifically:

• To create a new user account
• To create a new role
• To assign a role to a user account