Page Comparison

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

  

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

Attachment required

Available for all check options (not agreements)

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

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: Image RemovedImage Added Applies to Allows you to choose which marketing modes mode(s) 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