Manage a Suitability Item Record

To add or edit a room or zone suitability item record:

1. Search for and open the relevant room or zone record.

   Note: You can also search for an existing suitability item.

2. Click the New Suitability Record option in the Tasks panel.

   

   Alternatively, click the Suitability Record(s) option in the Associated Items panel and then double-click an existing record to open it.

   The Suitability Item Editor is displayed.

   

3. Enter or edit the relevant details.

The fields on the Suitability Item Editor are described in the following table.

This field	Holds this information...
Problem	The item's problem(s). This field is mandatory. Note: These can be defined in Problem Types reference data (accessed by navigating to Education > Suitability > Suitability).
Responsibility	The person whose responsibility the problem is.
Estimated Cost	The estimated cost of the problem.
Item Event(s)	The item events. These can only be added after the record has been saved. Refer to Add a suitability item event for further information.
Location	The location of the room or zone. This is populated automatically.
Comments	Any comments on the item.
Input Date	The date that the record was created. This defaults to today's date and cannot be edited.
Input By	The use that input the record. This can be edited.

4. Click Save.

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To add a suitability item event:

1. Open the suitability item record. Refer to Add or edit a suitability item record for further information.

2. Click the Click here to view the Item Events link.

   

   The Suitability Item Event List screen is displayed.

   

3. Click the New button to add a new event, or double-click an existing record to open it.

   

   The Suitability Item Event window is displayed.

   

4. Enter or edit the relevant details.

The fields on the Suitability Item Event window are described in the following table.

This field	Holds this information...
Event Date	The date of the event.
Item Status	The status of the item. Note: These can be defined in Item Status reference data (accessed by navigating to Education > Suitability > Suitability).
Event	The type of event. Note: These can be defined in Events reference data (accessed by navigating to Education > Suitability > Suitability).
Next Action	The action to be taken after the event. Note: These can be defined in Actions reference data (accessed by navigating to Education > Suitability > Suitability).
Is Current	Whether the event is current.
Impact on Education	The impact on education. This field is mandatory. Note: These can be defined in Impacts Education reference data (accessed by navigating to Education > Suitability > Suitability).
Impact on SEN	The impact on Special Educational Needs. This field is mandatory. Note: These can be defined in Impacts SEN reference data (accessed by navigating to Education > Suitability > Suitability).
H&S/Security	The impact on health and safety or security. This field is mandatory. Note: These can be defined in Impacts HS reference data (accessed by navigating to Education > Suitability > Suitability).
Comment	Any comments on the event.
Recorded On	The day the event was recorded.
Recorded By	The user who recorded the event.

5. Click OK.

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