Page Comparison

1. ID Check icon

• How the Identity Check icon on the main screen is displayed depends on its current status
  

• Hovering over the Identity Check link will display the current status on screen
  
  The first screen on the right indicates ID has not been checked, whereas the second screen shows the ID has been checked and is valid

2. Identity Check screen

• Click Identity Check on the relevant record

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3. Adding new ID

• Click Add New

For Primary ID / Secondary ID:

• Select the ID type

• Expiry: click the calendar icon and select the date the ID expires
  Where document expiry is enabled

• Depending on configuration (both or either of these options can be enabled)
  Enter the ID details (e.g. passport number) - not shown below
  and/or in Document click Upload file to upload an electronic format ID document

• Click Save

4. Complete ID Check status

The status of the ID check process is logged at the top of the screen

• ID Check: choose from the drop down list to identify the current status of the ID check process
  Enter:

  • Date

  • Checked by - select the relevant user name
    

• Click Save to update the ID Check status

5. Reporting

ID check information can be reported on using Power Reports

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• Click Reports, then Power Reports and select the report type of Contact Report

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• Select criteria to narrow down the results returned in the report (for example, select Office and choose which office/s to report on)

• Click Pick Contact Criteria to return to the options shown below

• From Linked Records, click ID Check

• Clicking Contact has id checks offers the option to report on contacts without ID

• Use the criteria options shown to narrow down the contacts returned

6. Configuration options

ID check functionality offers different configuration options which need to be set up by Reapit Support, click here to contact Reapit Support

Available configuration options

• Contact and/or company ID can be set to expire after a preset amount of days and, when ID is set to expire, this can be flagged within a specified number of days

• When entering ID, entering a second form of ID can be enforced

• ID can be stored as just a text description or a file attachment; or the option to store either can be given

• Security settings can be put in place to only allow the negotiator who added the ID to view it, permission can also be given to a preset group of users

• ID can be made read-only once added

• Available ID type options can be customised

• More configuration options for compliance/ID are available here

ID related processes

• All vendor contacts need to have current, successful ID check information added in order to change their property status to For Sale – Available

• All buyer contacts need to have current, successful ID check information added when marking their offer as accepted

• Creation of viewings is not permitted for a property where the vendor/landlord doesn't have current, successful ID check information added