To manually generate a new estate management case

The procedure to manually generate a new estate management case is as follows:

1. Click on New Case 1. The Select Case Type window is displayed.
2. Using the Case type drop-down field, select the specific classification option of Estate Management.
3. Click on Next. The Create Estate Management Case - Case Details window is displayed.
4. Using the Company drop-down field, select the company to which the new estate management case relates.
5. Using the Estate drop-down field, select the residential area or communal space relevant to the new estate management case 2.
6. Using the Inspection type drop-down field, select the appropriate inspection to be conducted as part of the ongoing estate services implementation programme 3.
7. Click on Create Case. The Case Assignment window is displayed, ready to assign ownership for the estate management case 4. This requisite step is covered separately in the topic To allocate an owner to an estate management case.
8. Click on Save. The Estate Management Case Details window is displayed, ready to progress all activities pertinent to the new estate management case 5.

Note

1 The New Case option is continually accessible within the user desktop area, irrespective of functionality in current focus.

2 Only those estate records mapped to functional units within the same overarching company are available for selection.

3 Only those inspection types applicable to the estate classification are available for selection.

4 This option is only activated in the instance where no allocation rules have been defined for the selected inspection type.

5 The calculated SLA target date for the new estate management case takes into account both the preparation time and also the SLA rule effective for the overarching inspection type.

See related topics...

Estate management case administration overview

To allocate an owner to an estate management case