Estate management inspection type maintenance overview
For each category of inspection conducted on a residential estate or communal area, a custom inspection type can be created within Civica Cx Housing, with the intrinsic activities for all preparatory work, risk assessment analysis and follow-up actions linked through a structured task workflow. On launching a new estate management case, the relevant inspection type can then be selected from the outset, steering how the case will be progressed. All estate management cases can be service level driven, controlled through the inclusion of a Service Level Agreement (SLA) within the overarching inspection type. For each estate management inspection defined by the end user, there are three aspects of SLA compliance tracking available: amber warning period, follow-on escalation and target completion exceeded. SLA targets that are defined at inspection type level must transcend the individual SLA targets for the related tasks, with robust system validation rules ensuring that proposed target completion dates are synchronised. Once an SLA indicator is reached, the system can be configured to dispatch an automatic alert to individual user accounts that are associated through the estate management case classification, notifying them of the situation. User accounts can be linked directly to the SLA notification process or by association through their membership of an allocated role.
The allocation of tasks to an inspection type defines how the resulting estate management case will be progressed. Any number of discrete tasks can be linked to an estate management case, with a specific attribute governing whether each can appear more than once within the same execution plan. In structuring all the activities that are relevant to an estate management case, tasks can be added manually at the point of need, or they can be linked automatically by virtue of their existence within an associated workflow path. Dictated by the nature of the assigned tasks, dependencies can be configured between them to restrict the point at which related tasks are commenced.
Upon raising an estate management case, the ascribed ownership credentials are automatically transferred based on the rules assigned to the inspection type, specifically one or more individual user accounts together with any additional role permissions. From an end user perspective, all assigned estate management cases can be viewed and progressed via the 'cases and tasks' Home pane, which is in essence a consolidated "to-do" list, displaying a status breakdown for each case in real time, and supported by drilldown functionality to facilitate case updates being applied on-the-fly.
Separate help articles have been created for each key aspect of estate management inspection type maintenance, including: