To add planned work to an asset record

The procedure to add planned 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 Planned 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 planned 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 desired classification applicable to the planned fixture or fitting upgrade e.g. Regeneration, Energy Efficiency, etc.
9. Enter the 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 planned 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 these replacement items included in the planned 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 fixture or fitting upgrade.
13. Enter the unique Job number for the planned work into the field provided i.e. the unique reference assigned to the work instruction.
14. Using the Contractor drop-down field, select the name of the contractor allocated to the planned work.
15. Using the VAT rate drop-down field, select the VAT percentage applicable to the cost of the planned work.
16. Where the cost of the planned work is to be met by a third party, activate the Rechargeable tick box provided.
17. Choose an Effective from date for this planned work record i.e. the date on which it came into effect 2.
18. Choose an Effective to date if the planned work record is to be time bound; a blank field means it will be continually valid.
19. Click on Save. A new entry is displayed in the Planned 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 complete a planned work entry for an asset record

To update the planned work status for an asset record

To add completed work to an asset record

To assign planned work warranty details to an asset record

To add a new asset