The procedure to complete an action within an asset void plan is as follows:
- Using the global search facility, type in the first few characters of the asset address
1.
- Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon (
).
- Click on Asset Details. The Asset Details window is displayed for the current asset.
- Click on History. The History tab is activated, revealing a list of all chronological agreement and void episodes for the asset in the Rent summary table.
- Double-click on a row matching a void episode against which an action plan is linked. The Asset Void Episode window is displayed.
- Click on Action Plan. The Action Plan tab is activated, revealing all integral plan actions within the Action History summary table.
- Double-click on a row matching the action to be completed 2. The Action window is displayed, revealing the current target completion date for the action.
- Enter the Completed date using the calendar icon (
), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the action was completed.
- Use the Notes field to add contextual data in support of the action being completed 3.
- Click on Save. The completion date of the action is displayed in the Action History summary table and each dependent action is unlocked, ready for onward progression of the plan i.e. the padlock icon (
) is removed.
Note
1 The search facility will automatically return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.
2 Dependent actions can only be completed in hierarchical order.
3 Any previous notes linked to the action will be preserved.
See related topics...
Assets resource management overview
To revise the target date of an asset void action
To define the action path for a resource plan
Using the search facility
