Overview

We’ve enhanced how asset readings and their associated due dates are managed, providing greater flexibility, improved accuracy, and better alignment with your operational schedules.

Key Highlights                               

How Due Dates Are Determined

In all cases, the system calculates the next due date based on the reading date entered. This calculated reading date then takes into account local asset settings, schedule rules, optional offsets, and updates the due date only if it moves forward in time.

What This Means for You

More accurate and automated scheduling of asset readings, greater flexibility to match operational requirements, improved control and visibility of due dates and reduced risk of unintended changes from automated calculations.

Automatic Due Date Calculation

Each time a new reading is entered for an asset, the system automatically calculates the next due date based on that asset’s configured schedule. Schedules are typically defined by the asset type but can also be customised per asset. 

The system will only update the due date if the newly calculated date is later than the current one. This ensures that any manually adjusted due dates are respected.

Flexibility for Manual Adjustments

Users retain full control. Due dates can be manually set or overridden at any time. Administrators can enter backdated readings, even if more recent readings already exist.

Configurable Reading Schedules

Asset reading schedules can be configured with differing intervals (e.g. Daily, Weekly, or Monthly) and frequencies (e.g. Monthly, Quarterly, 6 Monthly, Yearly). 

Additional flexibility includes restricting schedules to specific days of the week (Daily schedules) and limiting schedules to specific months (Monthly schedules). Note: These advanced period restrictions are configured via asset type imports rather than the user interface.

Two Schedule Types

Rolling Schedules - The next due date is calculated directly from the last reading date. If the calculated date falls outside allowed periods, it is advanced until it meets the criteria.

Periodic Schedules (First of Period) - The next due date is aligned to the start of a defined period (Monthly: first day of the month, Weekly: Sunday of that week). This ensures consistency for reporting or compliance cycles.

Optional Offsets for Fine-Tuning

Schedules can include optional days offset, allowing you to shift calculated due dates forward by a defined number of days if required. 

Need More Help?

If you’d like support configuring schedules or understanding how these changes affect your assets, please contact your system administrator or the UL support team.

Submit a Support Ticket: support@recordsforbuildings.com

Visit our Support Site: https://rfb.ul.com/a/solutions