Page Comparison

From main menu:

• Click user name/office

• Select Configuration and click Setup Tenancy Checks

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• The Setup Checks / Agreements screen will be displayed

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From the Setup Checks/Agreements screen:

• Select the check type (top left) - options are:
  Pre-Tenancy Checks, Post-Tenancy Checks, Pre-Instruction Checks, Offer Checks,
  Certificate Checks

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To add new checks:

• Click the Add button
  This action clears the right side of the screen, ready to add the new check details

To edit an existing check:

• Select the check on the left

• Make changes on the right

• Click Save

The following settings are available for all checks:

Code

Leave blank - will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the Pre-Tenancy/Post-Tenancy screens on the tenancy record

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it

Unticked means the check cannot be changed or removed

Security

Option not available for Post-Tenancy Checks

To restrict a pre-tenancy check to specific users, a security group can be specified

When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it

Security groups are set-up and managed by Reapit Support

The following checks contain options which are specific to that type of check:

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title Post-Tenancy Checks
All settings are explained above, except: Required for deposit release When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined here

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title Pre-Instruction Checks
All settings are explained above, except: Applies to Allows you to choose which marketing modes the check is to be offered on - i.e. sales and/or lettings

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title Certificate Checks
All settings are explained above, except: Type Choose which certificate types this check will be required for - e.g. Gas Safety

From the Setup Checks/Agreements screen:

• Select the agreement type (top left) - options are:
  Break Clauses, Allowances, Renewal Options, Responsibilities

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• Click the Add button
  This action clears the right side of the screen, ready to add agreement details

To edit an existing agreement option:

• Select the relevant agreement option on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Leave blank - will be automatically added when saving

Inactive

If an agreement is no longer in use, select the agreement type on the left of the screen and tick the Inactive box, top right
(agreements agreement options cannot be deleted)

Applies to
(for Break Clauses only)

Determines who the break clause will be available for
Options are: Tenant, Landlord, Mutual

Determines the type of renewal option being entered
Options are: Renewal Options, Option Subject To

Adding an Option Subject to allows you to set up subject to agreements which can be selected along with renewal options

Description

Description/Name

Text displayed to users (i.e. the agreement option title)

Merge Text

Type the text here as you wish to it appear within your letter templates - this usually consists of text plus fields and drop down lists where input is required

Merge fields can also be used - use the Letter Template Editor to copy the required fields

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title Example Merge Text format for agreements
In the Merge Text field: - Add text  - Where a value needs to be entered by the user: identify this with brackets { } with a unique numeric value between them - e.g. {1} - Where a user is required to pick from a drop down list: identify this with brackets { } with the following between them - a numeric value and colon (:), then the options you wish to present, separated by a comma (,) e.g. {2: January, February, March, April, May...} etc - Where merge fields are to be used, to pull through information already stored in the tenancy screen - ensure the merge code is contained within brackets { } e.g. entering this merge text onto your template will take the tenancy start date from the tenancy record and display it on the agreement letter {Formatter.GetFullDateString(Tenancy.FrDate)} - Example Merge Text using value & drop down menu fields - When a user chooses the above break clause template, the following text will be displayed to them Image Removed Image Added

The following agreement types contain options which are specific to that type of agreement:

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title Break Clauses
All settings are explained above, except: Image Added Applies to Who the break clause will be available for - options are: Tenant, Landlord, Mutual

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title Allowances
All settings are explained above, except: Image Added Allowed & Disallowed Merge Text Use the two fields to identify what is allowed and/or disallowed for the allowance type being added/updated

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title Renewal Options
All settings are explained above, except: Image Added Type Determine the type of renewal option being entered Options are: Renewal Options, Option Subject To Adding an Option Subject to allows you to set up subject to agreements which can be selected along with renewal options Renew Option Text ???? Text entered in this field is shown on the tenancy screen (Agreement tab, Renewal Option panel) Merge Text ???? ?????