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A pre-instruction checklist option is available - the content of the list is dependent on company requirements and can differ between sales and lettings properties
From version 12.126, a A property's status cannot be changed to For Sale or To Let until all checks are marked as complete (or not needed); properties with incomplete checks can also be viewed via the Organiser and reported on using a property Power Report
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1. Access checklist Where configured, a pre-instruction checklist can be accessed from a sales or lettings property record From the property: |  Image Removed Image Added| Info |
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When the pre-instruction checks are incomplete, the link on the property record is displayed red |
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2. Completing pre-instruction 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
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| title | 2a. Attaching associated documents |
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| - Click the paperclip icon beside the check to access the Document Management screen:  Image Removed Image Added- Drag and drop your document over the above window, or click Add and browse to it - The Rename field allows you to change the document name and Type (as you want it to appear in the above window)
 - Click Accept
The document is displayed in the Document Management window - After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check |
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| title | 2b. Changing the order of the checklist |
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| - Hover mouse pointer over the check to move
 - Click and drag the double-headed arrow icon on left of screen to move the check |
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From AgencyCloud 12.126+, the status of the property cannot be changed to For Sale - Available or To Let - Available until all checks are marked as Completed (or Not Needed) Depending on configuration, you may be able to make properties For Sale - Unavailable or To Let - Unavailable while awaiting the completion of outstanding checks |
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3. Updating & completing checks |  Image Removed Image Added |
. When all checks are complete When all checks are complete, the panel on the property screen will change to green to indicate this |  Image Removed Image Added |
5. Pre-instruction checks on the Organiser Follow 5a for instruction on how to add incomplete pre-instruction checks to the Overview panel From the Overview panel, to view a list of properties with incomplete checks: |  Image Removed Image Removed Image Removed Image Added Image Added Image Added| Expand |
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| title | 5a: Adding incomplete pre-instruction checks to the Overview panel on the Organiser |
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| If the pre-instruction checks are not shown in the Overview panel: - Hover over the panel header and click the Settings (cog) icon to access Panel Setup - From Pick categories to display, tick the Pre-instruction checks option(s) needed - Click the tick icon to the right of the panel header to save |
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6. Reporting on pre-instruction checks Via Power Reports, a property report allows you to report on pre-instruction checks From the Power Reports screen: Select property report and build report as needed, e.g. select Office
From the Linked Records section, click Pre-Instruction Checks
Click Pick Pre-Instruction Check Criteria and select the criteria required
The report in the example will return properties from the user's office where pre-instruction checks are marked as Needed
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For more information on building Power Reports, click here |
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