To create a new estate management inspection type

The procedure to create a new estate management inspection type is as follows:

1. Navigate to Quick Menu > Estate Management > Configuration > Inspection Type. The Inspection Type Configuration window is displayed.
2. Click on New Inspection Type 1. All fields are activated ready for data entry.
3. Enter a Description for the estate management inspection type into the field provided 2.
4. Using the Companies drop-down field, multi-select all companies for which this estate management inspection type is relevant, or choose the All option, as required 1.
5. Enter the Preparation time (days) value into the field provided i.e. the latency period between the creation of an estate management case and the target inspection date. The Up and Down arrows are available to increment or decrement the value, as required.
6. Using the Calendar drop-down field, select the calendar that reflects the required planning, preparation and implementation frequency for the new estate management inspection type.
7. Using the Applicable estate types drop-down field, multi-select all parameter values for which this estate management inspection type is relevant (e.g. Block, Street, Garage, Allotment, etc.), or choose the All option, as required 3.
8. To permit an estate management case or its associated tasks being placed on hold, activate the Hold allowed tick box provided 4.
9. Choose an Effective from date for this estate management inspection type i.e. the date on which it came into effect 5.
10. Choose an Effective to date if the estate management inspection type status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the inspection type will never expire.
11. Click on Save. The new inspection type is displayed in the alphabetical list, underneath the assigned estate classification headings 6.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Inspection Type button is inactive.

2 System validation rules ensure that the description entered for each new estate management inspection type is unique for the effective period.

3 These custom values can be populated by the end user via the general lookup parameter entitled Estate Type.

4 A case or its inherent tasks might be placed on hold in circumstances where no action can be taken for a set period of time, and where the service level agreement would otherwise be unavoidably exceeded.

5 The Effective from date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing inspection type, expand an estate classification heading, select an inspection type from the alphabetical list (or enter its name into the Search Inspection Types field) and repeat steps 3 through 9. By default the list is filtered to show Current inspection types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

Estate management inspection type maintenance overview

To clone an estate management inspection type

To add an SLA target to an estate management inspection type

To define the automatic task path for an estate management inspection type