Compliance Check Types define the safety and compliance inspections that can be recorded against Housing Groups and Blocks, such as fire alarm servicing, lift inspections and water quality certification. The same library is used for both Housing Groups and Blocks.
Open Admin → Settings, then select Compliance Check Types (Housing Groups and Blocks) under Housing Group Settings.
Adding a Compliance Check Type
- Select Add.
- Enter the fields described below.
- Select Add Compliance Check Type.
| Field | What to Enter |
|---|---|
| Compliance Check Type | A unique name of up to 64 characters, such as Fire Alarm and Emergency Lighting or Lift Maintenance Servicing. |
| Standard Cost | The typical cost of the check, as a non-negative amount. Asset Management uses this when forecasting future compliance expenditure for Blocks. |
| Service Interval (Years) | A positive whole number of years between services. Asset Management uses it for future Block compliance schedules and Stock Condition Costs. |
| Default Expiration | The default validity period in months. The list labels this Default Expiration (Months). When an expiry date is calculated, this number of months is added to the inspection date and one day is subtracted. The expiry date can be amended or omitted when recording a check. |
All four fields are required. The new form initially offers a standard cost of 0.00, service interval of 1 year and default expiration of 12 months; review these for the check you are adding.
Editing a Type
- Open the compliance check type list.
- Select the Edit icon beside the type.
- Change its name, cost or intervals.
- Select Update.
Deleting a Type
- Select the Delete icon beside the type.
- Confirm the deletion.
The type is marked inactive and removed from the active library. Existing recorded checks are not deleted. Review existing assignments before retiring a type that is still in use.
Recording Checks
Choose these types when recording compliance inspections against Housing Groups and Blocks. For a Block, open the relevant Housing Group and Block, then select the Compliance Checks tab. A recorded check can include its type, inspection and expiry dates, certificate number, certificate attachment and notes.
Maintaining the type library does not record a completed inspection. Record each inspection against the relevant Housing Group or Block.
Asset Management
If the optional Asset Management add-on is enabled, types can also be assigned to Blocks as cyclical or compliance items. Standard Cost and Service Interval are used to forecast expenditure in Block Stock Condition Costs and Housing Group forecasting reports.
The most recent recorded inspection for the Block and type determines the next scheduled check. If none has been recorded, the Block’s year built is the starting point. Record a Year Built against the Block before configuring its Asset Management compliance requirements.
Keeping the Library Useful
Review default expiration, standard cost and service interval values when your maintenance contracts or inspection programmes change. Keep distinct checks separate when they have different costs or servicing frequencies—for example, fire alarms, extinguishers, lifts, water quality and fall prevention equipment.
To configure email reminder lead times, see Alert Settings.
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