Compliance Check Types define the different categories of safety and compliance inspections that can be recorded against properties, for example gas servicing, fire safety inspections and electrical testing.
To access Compliance Check Types (Properties), select Admin → Settings from the main menu, then click Compliance Check Types (Properties) within the Property Settings section.
Managing Compliance Check Types
Affinity is supplied with a default library of commonly used Compliance Check Types. These can be freely customised to meet your organisation's requirements.
You may:
- Add new Compliance Check Types.
- Rename existing Compliance Check Types.
- Update their settings.
- Delete Compliance Check Types that are no longer required.
This allows each organisation to maintain a library of safety and compliance checks appropriate to its own housing stock and regulatory requirements.
Creating or Updating a Compliance Check Type
When creating or updating a Compliance Check Type, the following information is available.
| Field | Description |
|---|---|
| Compliance Check Type | The name of the safety or compliance check, for example Gas Boiler Service or Electrical Installation Condition Report. |
| Default Expiration (Months) | The default validity period for the inspection. When recording a Compliance Check of this type, Affinity automatically calculates the Expiry Date by adding the specified number of months to the Inspection Date and subtracting one day. The calculated Expiry Date can be amended if required. |
| Standard Cost | The typical cost of carrying out this safety or compliance check. This value is used by the Asset Management module when forecasting future compliance expenditure. |
| Service Interval (Years) | The recommended interval, in years, between successive inspections or services. This value is used by the Asset Management module when calculating future compliance schedules and Stock Condition Costs. |
Asset Management
If the optional Asset Management module is enabled, Compliance Check Types form the basis of the Compliance Checks assigned to properties and Asset Management Profiles.
The Standard Cost and Service Interval values are used when forecasting future compliance expenditure and are included within the Stock Condition Costs reports.
Good Practice
It is recommended that the Standard Cost and Service Interval values are reviewed periodically to ensure they continue to reflect your organisation's maintenance contracts and statutory inspection requirements.
Where different types of equipment require different servicing frequencies or costs, consider creating separate Compliance Check Types rather than combining them into a single entry. For example, separate Compliance Check Types could be maintained for:
- Gas Boiler Service
- Oil Boiler Service
- Air Source Heat Pump Service
- Solar PV Inspection
This provides more accurate forecasting and greater flexibility when assigning Compliance Checks to properties.
Comments
0 comments
Please sign in to leave a comment.