To define a PSL agreement type parameter value

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to define a PSL agreement type parameter value is as follows:

1. Navigate to Quick Menu > Rents > Configuration > Rent Configuration Settings. The Rent Configuration Settings window is displayed.
2. Click on Agreement Types. The Agreement Types tab is activated.
3. Click on New Agreement 1. All fields are activated ready for data entry.
4. Enter a Description for the new PSL agreement type into the field provided e.g. Emergency Accommodation, HMO (House in Multiple Accommodation), Long Term Accommodation, etc. 2.
5. Using the Agreement category drop-down field, select an appropriate parameter value to reflect the overarching agreement type classification i.e. PSL.
6. Where a Fixed term period is appropriate for the PSL agreement type, activate the tick box provided.
7. Using the Main account type drop-down field, choose the parameter value that will be linked by default on creation of a new PSL agreement, categorising the nature and range of applicable fees.
8. Using the Companies drop-down field, multi-select all companies for which this PSL agreement type is relevant, or choose the All option, as required 1.
9. Using the Agreement type rates drop-down field, multi-select all lease fees applicable to the overarching PSL scheme e.g. 1 Bedroom Flat - Emergency Accommodation, 2 Bedroom Flat - Emergency Accommodation, etc. 3.
10. Choose an Effective from date for this PSL agreement type i.e. the date on which it came into effect 4.
11. Choose an Effective to date if the PSL agreement type status is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the PSL agreement type will never expire.
12. Click on Save 5. The new entry is displayed in the alphabetical list, underneath the PSL Agreement Types heading.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Agreement button is inactive.

2 System validation rules ensure that the description entered for each new PSL agreement type is unique for the effective period.

3 These custom values can be populated by the end user via the general lookup parameter entitled Rate Types.

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

5 To amend the details of an existing parameter, expand the PSL Agreement Types heading and select an entry from the alphabetical list, or enter its name into the Search Agreement Types field. By default the list is filtered to show Current agreement types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

PSL configuration management overview

To define a general lookup parameter value