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Remedial recommendations and scope of works

Two steps turn your findings into a plan: Remedial Outcomes records your professional conclusions, and Scope of Works & Costs turns any recommended work into a priced schedule — one you select from a catalogue, never one you price yourself.

What it is

Remedial Outcomes is a checklist of seven outcome types you can combine: works required (with what, where, and a priority), further investigation required, pass to or refer to a contractor or handyman, monitor or re-inspect on a set date, temporary rehousing needed, mould wash-down requested, or no remedial action required. Ticking “Works required” and describing the work carries it straight through to Scope of Works — you don’t need to re-type it there.

Scope of Works & Costs is where you build the priced schedule. You search your organisation’s rate catalogue and pick items with a quantity and an optional note; if no catalogue is configured, you can add a plain description and quantity instead, for a manager to price later. You pick items — you never type a price. Whether prices are even shown to you while picking is a separate organisation setting; if it’s off, the office and the report still show them, just not your screen while you work.

Before you start

Picking catalogue items needs your organisation to have a rate catalogue configured; without one you can still record a description and quantity.

How to do it

  1. Open Remedial Outcomes and tick every outcome that applies — most surveys need only one or two.
  2. For “Works required”, describe the work, where it applies, and how urgent it is.
  3. Open Scope of Works & Costs. Anything already described under “Works required” appears here automatically — review it, and remove any line that doesn’t belong (it won’t reappear once removed).
  4. Search and add further catalogue items as needed, with quantity and an optional note.
  5. If no catalogue is loaded, add a free-text description and quantity instead.

How it integrates

Scope of Works items carry through to the works order once the case moves into works — see Repair rates catalogue for how your organisation manages the rates themselves. “Monitor / re-inspect” with a date drives office scheduling directly; decant and mould wash-down outcomes write straight onto the linked job for the office to see immediately. None of this is priced by you — pricing sits with the catalogue and, where no catalogue item exists, with the office afterwards.

Common problems

  • An item I removed from Scope of Works keeps looking like it should come back. It won’t — a removed auto-imported line is marked dismissed, not deleted outright, so it stays gone even if you add more detail under Remedial Outcomes afterwards.
  • I can’t see any prices while picking items. That’s an organisation setting, not a fault — the office and the printed report always show them regardless.
  • There’s no catalogue item close to what I need. Add a free-text description and quantity — a manager can price it on the portal afterwards.