To revise the target date of an asset void action

When an organisation asset is first created and linked to an asset type - House, Bungalow, Flat, etc. - all the actions within the default action plan for that type are automatically transferred and the SLA target completion dates calculated for each, based on the effective date of the current void episode. These derived dates represent the standard workflow model for all organisation assets linked to that particular plan and therefore the ability to revise target completion dates supports a proactive approach in reflecting known or anticipated delays. For instance, a specific organisation asset may need significant work in order to bring it up to standard as a result of damage caused by the previous occupants, and would therefore deviate from the typical action plan adopted for properties of comparable age and location. A revised target date could therefore be applied to all actions affected by the extended lead time required to transform this property into a condition whereby it could be shortlisted and ultimately let.

The procedure to revise the target date of an asset void action is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. 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 ().
3. Click on Asset Details. The Asset Details window is displayed for the current asset.
4. 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.
5. Double-click on a row matching a void episode against which an action plan is linked. The Asset Void Episode window is displayed.
6. Click on Action Plan. The Action Plan tab is activated, revealing all integral plan actions within the Action History summary table.
7. Double-click on a row matching the action against which a revised target date will be applied 2. The Action window is displayed, revealing the current target completion date for the action.
8. Amend the Target date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the revised SLA target completion date for the action.
9. Use the Notes field to add contextual data in support of the revised SLA target completion date.
10. Click on Save. The Revised tick box is activated for the action and the Target date field reflects the applied change; where dependent actions exist within the action path, the associated target completion dates are also automatically recalculated and the Revised status updated accordingly 3.

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 Target completion dates can only be revised for actions where the Extend attribute has been set within the action path.

3 The scheduled amber warnings are recalculated for all related actions to take account of the revised target completion dates.

See related topics...

Assets resource management overview

To complete an action within an asset void plan

To define the action path for a resource plan

Using the search facility