Page Comparison

1. Open list of certificates due to expire

From the Organiser, Property Management panel:

• Right-click over certificates due to expire (e.g. gas / electrical safety) and select Full Results

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  The list will be displayed in full, see step 2
  

2. Create and enter details for works orders

The list of certificates due to expire is displayed

• Tick the entries to book a works order forImage Removed

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• Click Book <name><type> Safety Inspections button (bottom of screentop left)
  

• Enter Works Order Details then click NextImage Removed

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• Click Yes to create the works orders

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• Select the required options for storing and emailing PDFs, plus printing works order details

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• Click Finish
  
  The entries you have just processed will be displayed with a tick beside them

3. View works orders

Works orders will be automatically created for the selected properties/tenancies

From the main menu, click Lettings/Rentals:

• Select Outstanding Works Orders

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  The newly created works orders are displayed here - double-click to view