Keep a record of work that has been completed
1. Add, edit and delete Works History records
The Works History feature allows a school to keep a record of work completed, along with other relevant information such as the scope, cost, name of the contractor, when it should be carried out again, etc.
2. Why record Works History?
One advantage of maintaining your Works History is knowing what you did last time when the job is due again. Or perhaps similar work is required on another block. The Works History will allow you to quickly refer back and find out what you did last time without having to look through emails, invoices or quotes - somewhere in the records filing system.
3. Handing over to a new incoming group of committee members
We expect having a record of the work carried out, including when, what it cost, the contractor's name, and even any comments on how the project worked out, will be very helpful when the current group of volunteer owners hand the reins over to the enthusiastic new group of committee members, who can now pick up and continue the maintenance programme from where the past committee has left off.
4. What fields need to be completed
We've kept the Works History field simple and allowed for a lot of free text so that you can record whatever information you think is relevant.
5. How does it work?
Anyone can create and edit records. To do this, you need to have an account in Plan Heaven to be logged in. (But that's really simple - see this link "New User Logging On"). Then, assuming Works History is turned on for your school (that's also easy), you click on the Works History panel, then on the "Add a Record" or "Edit Record" button and fill in the fields. We will soon have a video posted, but if you would like to be guided, call our helpline at any time.
Otherwise, of course, we can do it for you.
6. How is Works History reported?
You have two options for reporting Works History. The records can be printed in the body of your LTMP, or a separate report can be printed. We suggest that you have them reported in the body of your LTMP when there are only one or two records, but use a separate report when there are many so that the LTMP isn't cluttered.
7. Can I upload quotes, reports, invoices or similar documents?
You can upload documents to the document storage section of the Dashboard. Click on panel F2, "File Attachments." There's another panel where you can upload photos. Currently, you can't link a photo or file to a Works History Record, but that's on our list of upgrades.
8. Is Works History available in Compact plans
No, Works History is a feature only available in our Comprehensive LTMPs.
Ends. Updated JB 30 January 2025
If you have any feedback or questions please use the feedback form.
The Plan Heaven team.
Disclaimer. Plan Heaven is not qualified in law and any comments made on this website are only the opinion of Plan Heaven and should not be regarded as legal advice. Our comments are merely providing some thoughts on how the legislation might be interpreted and how we go about attempting to meet its requirements. You should not rely on this information in isolation and do you own homework and at all times if you wish to be sure of your position relating to legal matters you should seek advice from a suitably qualified lawyer.