To define asset management agreement types

An asset management agreement type defines the responsibility of the housing organisation in respect of an asset.

The procedure to define asset management agreement types is as follows:

Navigate to Quick Menu > Assets > Configuration > Agreement Type. The Asset Management Agreement Types window is displayed.
Click on New Management Type. All fields are activated ready for data entry.
Enter a Description into the field provided e.g. Property Maintenance, Lettings Only, Commercial, etc. 1.
Use the Comments field to add any contextual data that is relevant to the asset management type.
Multi-select the required attributes for the asset management type by activating the tick boxes provided. An explanation of each available attribute is summarised in the table below.
Where a housing organisation will manage the repairs required on the associated assets, select the level of repair management responsibility using the Repair category drop-down field i.e. Full Responsibility, Partial Responsibility, No Repair Responsibility.
Use the Repairing notes field to add any contextual data that is relevant to the repair management responsibility.
Using the Companies drop-down field, multi-select all companies for which this asset management type is relevant, or choose the All option, as required 1.
Choose an Effective from date for this asset management type i.e. the date on which it came into effect 2.
Choose an Effective to date if the asset management type status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the asset management type will never expire.
Click on Save 3.

Tip

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

Note

1 System validation rules ensure that the description entered for each new asset management type is unique for the effective period.

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

3 To amend the details of an existing parameter, select an asset management type from the alphabetical list or enter its name into the Search Management Type field. By default the list is filtered to show Current asset management 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.

Asset Management Type Attribute	Description
Manage repairs	Some level of repairs required on the associated assets are managed by the housing organisation, specified within the combined Repair Category field.
Manage voids	All void episodes arising from the associated assets are managed by the housing organisation.
Manage lettings	All lettings of the associated assets are managed by the housing organisation.
Manage rental agreements	All rental agreements linked to the associated assets are managed by the housing organisation.
Manage planned works	All planned works on the associated assets are managed by the housing organisation.
Manage service charges	All fees levied to cover additional services pertaining to the provision of a leasehold property are managed by the organisation.
Asset management	All aspects of asset management, including planned maintenance, asbestos, equipment servicing and inspections are all handled by the housing organisation.

See related topics...

System parameters overview

To create a management episode for an asset