To add a stock condition replacement item to an asset

The procedure to add a stock condition replacement item to an asset is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. With the results displayed in the Asset tab, 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 Stock Condition 1. The Stock Condition tab is activated.
5. Click on New Survey Replacement. The Replacement Details window is displayed.
6. Using the Element, Component and Replacement drop-down fields, select the inter-related parameter values to pinpoint the fixture or fitting being upgraded or renewed.
7. Enter the Replacement year (format YYYY) applicable to the fixture or fitting.
8. Enter the Quantity per item value to capture the actual number being replaced at the property - for reference purposes, the defined Unit of measurement applicable to the selected replacement item is displayed alongside this field 2. The Cost figure is automatically updated using the Quantity multiplier.
9. Where the replacement item should not feed into copied surveys for similar properties of this type, activate the Exclude from extrapolation tick box provided.
10. Where the replacement item is being added retrospectively as a result of Completed work, activate the corresponding tick box provided; the adjacent Data source field is automatically updated to Completed Works 3.
11. Select the Surveyor who conducted the stock condition survey linked to the replacement item: (a) Click on the spy-glass icon () - The Search Contact window is displayed; (b) Enter sufficient contact or contact group details into the search fields provided and click on Search - The Select Contact window is displayed, returning all possible matches; (c) Double-click on the row containing the exact record match or use Refine Search to enter alternative criteria - The name of the Surveyor is displayed in the corresponding field 4.
12. Choose an Effective from date for this new stock condition replacement item i.e. the date on which the fixture or fitting came into effect 5.
13. Choose an Effective to date if the stock condition replacement item is to be time bound; a blank field means it will be continually valid.
14. Use the Notes field to add contextual information relevant to the new stock condition replacement item.
15. Click on Save. The new entry is displayed in the Stock Condition Data grid, within the nested elemental structure.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 The proposed number must fall within the permitted Min and Max threshold quantities appropriate for this replacement item.

3 By default, the Data source field displays the value Cx.

4 Only one contact or contact group can be linked as the surveyor at any one time.

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

See related topics...

To add survey data to an asset record

To add a stock condition attribute to an asset

To add a new asset