To add completed work to an asset record

The procedure to add completed work to an asset record 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 Planned and Completed Work 1. The Planned and Completed Work tab is activated.
5. Click on Add Completed Work. The Planned and Completed Work Details window is displayed.
6. Using the Component and Replacement drop-down fields, select the inter-related parameter values to pinpoint the completed fixture or fitting upgrade.
7. Using the Survey replacement drop-down field, select the matching item identified through the stock condition assessment.
8. Using the Work type drop-down field, select the matching classification applicable to the completed fixture or fitting upgrade e.g. Regeneration, Energy Efficiency, etc.
9. Enter the original Planned date for the replacement work using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
10. Enter the Actual cost of the completed work into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
11. Enter the Quantity of items replaced through the completed work instruction.
12. Using the Planned work project and Planned work label drop-down fields, select the specific project name and analysis category applicable to this completed work instruction.
13. Enter the Completed date for the replacement work using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY); the adjacent Completed by field automatically reflects the name of the current system user.
14. Enter the unique Job number for the completed work into the field provided i.e. the unique reference assigned to the work instruction.
15. Using the Contractor drop-down field, select the name of the contractor that fulfilled the work instruction.
16. Using the VAT rate drop-down field, select the VAT percentage applicable to the cost of the completed work.
17. Where the cost of the completed work is to be met by a third party, activate the Rechargeable tick box provided.
18. Choose an Effective from date for this completed work record i.e. the date on which it came into effect 2.
19. Choose an Effective to date if the completed work record is to be time bound; a blank field means it will be continually valid.
20. Click on Save. A new entry is displayed in the Completed Work data grid.

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

See related topics...

To add planned work to an asset record

To add a new asset