Element List Reference Data

This section describes further information that can be recorded in the Element List reference data.

Details can be added for the following items by selecting from the New option after right-clicking to display the menu:

Element Category
Child Element

The following tabs are available on the Element details window after selecting the Element Category option:

General Details

Use the General Details tab to record basic details of the element category.

The fields on the General Details tab are described in the following table:

This field…	Holds this information...
Code	The element category code.
Description	The name of the category. This field is mandatory.
Element Weighting	The element weighting for condition scoring. Not required for Maintenance or Portering tasks.
Is Key Category	Whether the alert level is required.
Red Alert Percentage	The condition alert level. The percentage of the alert apportioned to red. Not required for Portering tasks.
Amber Alert Percentage	The condition alert level. The percentage of the alert apportioned to amber. Not required for Portering tasks.
Service Request Maintenance Account Code	The relevant account code relating to the finance module. Select from the drop-down list.
Clear Account Code	Whether to clear the account code.

Resolution Codes

Use this tab to assign resolution codes to the element category.

The fields on the Resolution Codes tab are described in the following table:

This field..	Holds this information...
General Resolution Codes	The resolution code. These can be defined in Resolution Codes (accessed by navigating to Services > Service Request).
Custom Resolution Codes	Resolution codes specifically created for the child element.

The following tabs are available on the Element details window after selecting the Child Element option:

General Details

Use the General Details tab to describe the basic details of the child element.

The fields on the General Details tab are described in the following table:

This field…	Holds this information...
Code	The child element code.
Description	The name of the child element. This field is mandatory.
Element Weighting	The element weighting for condition scoring. This is not required for portering tasks.
Unit	The unit of measurement. Select from the drop-down list. This is not required for portering tasks. These can be defined in Measurement Unit Types (accessed by navigating to Functions > Core > Reference Data > Core).
Trade	The trade associated with the request task. These can be defined in Trade (accessed by navigating to Functions > Core > Reference Data > Core).
Element Analysis Category	The Element Analysis Category for the fault. This is not required for maintenance or portering tasks. These can be defined in Element Analysis (accessed by navigating to Services > Service Request).
Key Element	The key element for the condition survey. This is not required for maintenance or portering tasks.
Number of People Required	The number of operatives required.
Estimated Duration	The estimated duration of the task.

Use Element Within - Condition

Use the 'Use Element within' tab to enter details for a condition service request.

The fields on the Use element within the tab are described in the following table when the Condition Element option is chosen:

This field…	Holds this information...
Type	The type of service request that the element will be displayed on. Select from the drop-down list.
Use with Condition Element list	Override check box to enable the Condition element type option.

Use Element Within - Maintenance

Use the 'Use Element within' tab to enter details for a maintenance service request.

The fields on the Use element within the tab are described in the following table when the Maintenance option is chosen:

This field…	Holds this information...
Type	The type of service request that the element will be displayed on. Select from the drop-down list.
Use within Service Request Maintenance list	Whether to enable the Service Request Maintenance list fields.
Priority	The fault priority. Select from the drop-down list. These can be defined in Priorities (accessed by navigating to Services > Service Request), where the Service Request Customisation field is set to 'Maintenance' or is blank.
Resolve fault in	The resolution target. Select from the drop-down list. Defined in minutes, days, weeks, months.
Subject	The short description.
Description	The maintenance description.
Associated link	The URL link to related information.
Fault Occurrence	The fault occurrence frequency. Defined in minutes, days, weeks, months.
Authorisation Required	Whether authorisation is required.

Use Element Within - Portering or Portering Request

Use the 'Use Element within' tab to enter details for a portering service request.

The fields on the Use element within the tab are described in the following table when the Portering option is chosen:

This field…	Holds this information...
Type	The type of service request that the element will be displayed on. Select from the drop-down list.
Use within Service Request Portering list	Whether to enable the Service Request Portering list fields.
Priority	The fault priority. Select from the drop-down list. These can be defined in Priorities (accessed by navigating to Services > Service Request), where the Service Request Customisation field is set to 'Portering' or is blank.
Subject	The description of the element.
Comments	Comments associated with the portering element.
Require Start Location	Whether the start location of the portering task is required.
Start Location Label	The text displayed for the start location label.
Default Start Location	The default start location.
Functional Area	The functional area. Select from the drop-down list. This field is mandatory when Default Start Location is selected.
Location	The location where the portering is required. This field is mandatory.. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.
Require End Location	Whether the end location of the portering task is required.
End Location Label	The text displayed for the end location label.
Default End Location	The default end location.
Functional Area	Select from the drop-down list. This field is mandatory when Default End Location is selected.
Location	The location where the portering is required. This field is mandatory. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.
Is Patient Related	Whether the portering task is related to a patient.
Equipment	Whether equipment is required. Choosing either ‘Required’ or ‘Optional’ enables the Available Equipment Categories field.
Maximum Items of Equipment	Whether a maximum number of items of equipment are specified.
Available Equipment Categories	The equipment category. These can be defined in Equipment Category (accessed by navigating to Services > Service Request).

SOR Cyclical Costs

Use the SOR Cyclical Costs tab to assign default repair, replacement, and decoration costs against the child element.

The fields on the SOR Cyclical Costs tab are described in the following table:

This field…	Holds this information...
Life Remaining Minimum Year(s)	The item's remaining, expected life, defined in years.
Replacement	The item's replacement cycle (in years) and the item's replacement cost.
Repair	The item's repair cycle (in years) and the item's repair cost.
Decoration	The item's decoration cycle (in years) and the item's decoration cost.

Lifecycle Costing

Use the Lifecycle Costing tab to define the costs and frequency of replacement for each action.

Lifecycle costing or analysis is the total cost of asset ownership from purchase to disposal. In the context of asset and facilities management, it does not include the manufacture and material re-processing costs nor the sustainability impacts or cost of raw materials in the operation (for example: fuel for a boiler).

The fields on the Lifecycle Costing tab are described in the following table:

This field…	Holds this information...
Condition Action	The condition action. These can be defined in Condition Actions reference data (accessed by navigating to Maintenance > Condition > Condition).
Cost	The cost to carry out the action.
Years After Replacement	The number of years before the a replacement action is to be carried out.
Years Frequency	The frequency in years that the action is to be carried out.

These values are used to generate a Lifecycle Costing Graph on a condition record.

Condition Criteria

Use the Condition Criteria tab to define criteria scores for the item's condition.

These values can be defined in Condition Criteria and Condition Criteria Score reference data (accessed by navigating to Maintenance > Condition > Condition).

Service Request Details

Enter Service Request Details to set 'follow on' criteria for when the initial service request is closed (for example: if the first request arranged delivery of a piece of equipment, the follow-on request could arrange collection once the first request has been completed.)

The fields on the Service Request Details tab are described in the following table:

This field…	Holds this information...
Automatic Follow On Service Request	Whether to enable the Automatic Follow On Service Request fields.
Lead Time Generation	The lead time for the follow on service request.
Default Start Location	The default start location, if different from the original start or end location.
Functional Area	The functional area. Select from the drop-down list. This field is mandatory when the Default Start Location is chosen.
Location	The location. This field is mandatory when the Default Start Location is chosen.
Same As The Original Start Location	Whether the start location is the same as the original start location.
Same As The Original End Location	Whether the start location is the same as the original end location.
Default End Location	The default end location, if different from the original start or end location.
Functional Area	The functional area. Select from the drop-down list. This field is mandatory when the Default End Location is chosen.
Location	The location. This field is mandatory when the Default End Location is chosen.
Same As The Original Start Location	Whether the end location is the same as the original start location.
Same As The Original End Location	Whether the end location is the same as the original end location.
Status For Maintenance	The maintenance status. This field is mandatory.t). These can be defined in Maintenance Status (accessed by navigating to Service > Service Request
Status For Portering	The portering status. This field is mandatory. These can be defined in Portering Status (accessed by navigating to Service > Service Request).
Element	The element for maintenance service requests. Select from the drop-down list.