Page Comparison

1. Mark a renewal check as Not Needed

From the renewal negotiation screen, Checks section:

• Click the link and select the required check
  

• Tick Not Needed and click Accept
  The check is then displayed as complete but marked as not needed in brackets

2. Adding a follow up date

From the renewal negotiation screen:

• A Follow Up date can be set (bottom right)
  The date is visible from both the Renewal Details and Agreement tab of the renewal negotiation screen

The follow up date can be reported on via Power Reports:

• From the Power Reports screen
  

• Select report type of Renewal Negotiations
  

• Select report criteria:

  • Status - select Negotiating
    To return

• • current negotiations

  • Follow Up - select date range to report on
    E.g. this week, today, next x days 
    

• Click Run Report