<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>
The procedure to assign estate records to a system case schedule is as follows:
- Prerequisite procedural steps are covered separately in the topic To configure an estate management case schedule. Refer to these before proceeding to step 2.
- With the Estates tab in current focus, click on New Estate. The New Estate - Search Criteria window is displayed.
- Enter sufficient estate record details - reference, description, functional unit - into the search fields provided and click on Search. The Select Estate window is displayed, returning all possible matches.
- Activate the Select tick box against one or more estate records to be managed through this case generation schedule, or user Refine Search to enter alternative criteria.
- Enter the First case date using the calendar icon (
), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the commencement date for the iterative case generation process 
1.
- Click on Confirm. The selected records are displayed in the Estates summary table.
- Click on Save 2.
Note
1 The First case from date defaults to the current system date and cannot be left blank.
2 To remove an estate record from the case schedule, change the Effective to date to be in the past.
See related topics...
To configure an estate management case schedule
