In some agencies, PPM, compliance, and reactive issues are handled by different teams.
For example, Property managers are attached to the properties as they deal with all reactive issues; however, the compliance team handles all the planned PPM service events.
The compliance team is also the assigned and reviewing agent when adding planned service events.
How to assign remedials to service events guide;
The first step is to ensure the settings are correct;
You would need to go to setup > settings > issue settings > planned maintenance:
And ensure that And ensure "assign remedials to the assigned service event agent" is off.
The impact
When the setting is enabled, it overrides all other assignments related to remedial issues.
If the setting is ON and a Service Event Agent (SEA) is associated with a remedial issue, the issue is directly assigned to the SEA.
If no SEA is present, the assignment follows the existing assignee route.
The notification text for when an issue is remedial
When a quote relating to a remedial issue is raised, these issues often need to be resolved for a service event to be considered compliant.
Therefore, to ensure there is a clear difference between a reactive job and a remedial issue, the text has been amended.
An example of an email notification will now have the subject live as;
URGENT Remedial Ref IS746387
The body of the email will also state the following;
An URGENT Remedial job has been quoted for. This work may be required to ensure compliance.
Tracking remedials over time
From a Property Manager's point of view, it may be useful to analyse and track the volume trends of remedial works over time, for example, month-on-month.
To create this saved search, you'd need to use Issue search and filter by Issue type = remedial. Ensure that the search saves all issues, whether open or closed. When configuring the dashboard panel, you can use a line graph grouped by 'Created date' to track these as required (week/month/quarter/year).
For more information please review this guide here.