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Return to Maintenance
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The Maintenance Overview screen presents key information relating to post-site activities, including setting and forecasting expiry of the maintenance and service periods, reminder work flows, and the primary maintenance request.
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Maintenance Period
The Maintenance Period on a house is typically 90 days from the settlement date. All builders offer a maintenance period, but some may offer an alternate duration (for example, one year). No matter which maintenance period duration is offered, the Period 1 column of the Maintenance Overview screen must be used.
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On the Maintenance Overview screen:
In the Period 1 column, change the Duration (days) field to the required number of days.
Tab off the field to view the updated Forecast Expiry date.
Click OK.
Receiving A Response To Maintenance
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Method 1: Creating A Maintenance Request To Indicate No Maintenance
Open the Maintenance Requests screen.
Click New. The General tab of the Maintenance Requests dialog will be displayed.
In the Complete group, enter a date into the Signed Off field. This will automatically close off the request. The Response Received field on the Maintenance Overview screen is completed.
In the Notes field, enter a note that no maintenance is required.
Click OK. The dialog will close.
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Be aware that this technique may affect reporting on the duration of maintenance requests. To exclude these from reporting, use field criteria that insist a ‘start’ is required. |
Method 2: Entering No Maintenance Information
Open the Maintenance Overview screen.
Click the Edit button.
Enter the Response Received date.
Click OK.
From the CRM menu, select New Comment.
Enter a comment reflecting that no maintenance is required.
Click OK.