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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.
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.
In some cases, a builder will offer an optional second maintenance period for an additional round of maintenance. TheThe Period 2 column of the Maintenance Overview screen is only used by those who offer a second maintenance period.
For ease of use and understanding, all instructions in this procedure will be in direct reference to the Period 11 Maintenance Overview column. Further discussion of the Period 2 Maintenance Overview column is found in the second maintenance period topic (see ).
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Modifying The Maintenance Period
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| The job's Contract Settlement Date is required before the maintenance period can be modified. |
On the Maintenance Overview screen:
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In the event that no maintenance is required on a client's house, then perform one of the following procedures:
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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
- 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
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