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When a safety certificate is due to expire and a new works order is booked (to renew the certificate), a link is created between the expired certificate and the works order - information about the expired certificate is added to the works order
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This feature is not available when Bulk-booked works orders use default 'Required By' date - configuration option is in use |
1. Access list of certificates due to expire From Organiser, Property Management panel:
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2. Book safety inspection(s) - as usual Follow the usual process to book safety inspections - this can be carried out for an individual property or in bulk (as shown below) as outlined in this guide
Enter the Works Order Details for each property  Click Yes to create the works orders  Choose whether to save/print/email PDFs  The works orders now show with green ticks to the left  | ||||
3. Link created on works order Providing the previous certificate had an expiry date, works orders created using the process above will have a note added to the Instructions panel on the new works order that reads:
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