To facilitate the transfer of meaningful stock condition survey data onto individual asset records, the Attribute field captures an inherent feature of the component against which a future planned repair, upgrade or service might be linked.
The procedure to create a new stock condition attribute is as follows:
- Navigate to Quick Menu > Asset Management > Configuration > Configure Components. The Stock Condition Configuration window is displayed.
- Expand the relevant element heading and select a component record from the hierarchical list, or type its name into the Search for Stock Conditions field. By default the list is filtered to show Current stock condition focus areas. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All
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- Click on New Attribute. The Element and Component fields are automatically populated with the respective records in current focus, and all adjacent fields are activated ready for data entry 2.
- Enter a Description for the stock condition attribute into the field provided e.g. Reinforced Bitumen Membrane Flat Roof, Condensing Boiler, etc. 3.
- Using the Asset groups drop-down field, multi-select all prescribed property classifications applicable to the operating boundaries of the stock condition attribute, or choose the All option, as required i.e. Independent, Internal, External, Non Dwelling 4
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- Where the new stock condition attribute is to be included in, say, forecasting and Housing Quality Standard assessments, activate the Primary attribute tick box provided.
- Choose an Effective from date for this new stock condition attribute i.e. the date on which the attribute came into effect 5.
- Choose an Effective to date if the stock condition attribute is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the attribute will be continually valid.
- Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this stock condition attribute, or choose the All option, as required.
- Click on Save. The new stock condition attribute appears underneath the relevant element and component hierarchy.
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 appropriate; the All tick box will be automatically removed once an item is deselected.
Note
1 The Search for Stock Conditions field will match against any focus area included within the hierarchical component structure.
2 The pre-populated values can be adjusted, as required, in order to generate an attribute for a completely different stock condition focus area.
3 System validation rules ensure that the description entered for each new stock condition attribute is unique for the selected component within the effective period.
4 Only those asset groups nominated for the overarching stock condition component will be available for selection.
5 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To create a new stock condition component
To create a new stock condition element
