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1. In the Period 1 column, change the Duration (days) field to the required number of days.
2. Tab off the field to view the updated Forecast Expiry date.
3. Click OK.

Receiving A Response To Maintenance

The Response Received field on the Maintenance Overview screen is used to show the date a response was received from a client after a reminder letter or follow up call was made.

When Maintenance Is Required

When a client has responded either to the first maintenance letter or follow up call with the list of maintenance issues for their home, a new maintenance request is added to manage the maintenance issues.

When Maintenance Is Not Required

In the event that no maintenance is required on a client's house, then perform one of the following procedures:

Tip: Method 1 explicitly indicates that no maintenance is required (unlike method 2). Without a Maintenance Request, staff may incorrectly believe that maintenance is still outstanding.

Method 1: Creating A Maintenance Request To Indicate No Maintenance

1. Open the Maintenance Requests screen.
2. Click New. The General tab of the Maintenance Requests dialog will be displayed.
3. 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.
4. In the Notes field, enter a note that no maintenance is required.
5. Click OK. The dialog will close.

Note: 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

1. Open the Maintenance Overview screen.
2. Click the Edit button.
3. Enter the Response Received date.
4. Click OK.
5. From the CRM menu, select New Comment.
6. Enter a comment reflecting that no maintenance is required.
7. Click OK.