Page Comparison

1. Access checklist

Where configured, a certificate checklist can be accessed when adding/editing a certificate

From the property Attributes panel:

• Click Certificates link and add/edit certificate
  
  When adding a new certificate and clicking save, the Checks section will become available
  

• Click the link beside Checks

2. Completing checks

The types of check displayed is dependent on how your business have chosen to set this up

• Use the link to the right of the check to update the status of it
  Options are:
  Needed, Not Needed, Sent/Arranged, Completed
  

• If your configuration settings allow:

• • Click Add check to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title
    

• The paperclip icon beside the check allows you to attach associated documents -

• see 2a
  

• The order of the checks can be changed -

• see 2b

3. Updating & completing checks

• Hovering over each check shows who last updated it and when
  

• A tick is displayed next to completed checks
  

• 
  Click Exit (top right) to go back to the property record

4. When all checks are complete

When all checks are complete, the Checks link will indicate this

• Click Checks to re-access the checklist

5. Reporting

Certificate checks can be reported on via Power Reports

Image Added

From Power Reports:

• Select Property Report type for Lettings

• Click Show More

• From Linked Records, select Certificates

• Click Pick Certificate Criteria

• From Linked Records, select Checks

• Click Pick Certificate Check Criteria

• Select the required check criteria for the report (options are shown above)
  
  Other criteria can be added to narrow down the report results, such as reporting on a specific Office and/or on properties with a specific Lettings Status