Page Comparison

1. Mark tenancy as finished and make property available

From tenancy:

• Beside tenancy Status, click Tenancy Current and select Tenancy finished/cancelled and click Yes to confirm, when prompted

  

• Click to Yes to mark property as available
  This must be done in order to initiate creation of the re-let checklist

  

2. Create re-let checklist

• Click Yes to create new re-let checklist

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• Enter re-let date and click Accept

  

• The Click Yes to create new re-let checklist is displayed
  From now- after clicking Yes, the old pre-instruction checklist for the property will be frozen and the new checklist used
  If you do not wish to create the new re-let checklist at this stage, click No and skip to step 2a

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• The new re-let checklist is displayed

  

• The re-let checklist is accessed on the property record via the Pre-Instruction Checks button
  This button is shaded red to indicate it is incomplete

  

2a. Create new checklist later

If choosing you chose not to create a re-let checklist when prompted (see previous step), this can be done when required

From property:

• Hover over Pre-Instruction Checks button and right-click

• Select Create new re-let checklistThe new re-let checklist is displayed
  From now - when choosing this option, the old pre-instruction checklist for the property will be frozen and the new checklist used

• The new re-let checklist is displayed

3. View previous checklists

An option to view previous checklists is available

From property:

• Hover over Pre-Instruction Checks button and right-click
  

• Select View archived
  pre-instruction checks
  
  Dates of previous checklists will be displayed in a list
  

• Select required checklist and click Accept
  
  Previous checklists are read-only & cannot be changed
  

4. Add incomplete re-let checks on Organiser To-do list

Incomplete re-let checks can be flagged on the Organiser, this needs to be added to the panel and saved first

From Organiser:

• In the To-do List panel, hover over panel header and click cog icon
  

• Tick Re-let checks incomplete
  

• Click tick (top right) to save Panel Setup
  
  See next step

5. Incomplete re-let checks flagged on the Organiser

From Organiser, To-do list panel:

• Click Re-let checks incomplete
  
  A list of properties is displayed including information on how many checks are incomplete for each one
  

• Click the entry to view the property

6. Reporting

From Reports on main menu:

• Click Power Reports

• Select Property Report for Lettings

• A Re-let date option is available

7. Example report

For example, this report will return lettings properties where the logged in user is the Property Manager that have a re-let date after 01/09/2022
Other possible criteria options are available and displayed below

8. Add pre-instruction checks option to report

When reporting on pre-instruction checks, the option to include checks with/without an Archive Date is available

From reporting screen shown in step 6:

• Click Pre-Instruction Checks (from Linked Records section)

• Click Archive Date

• To return just current checks, set to empty

• To return archived/previous checklists: set a date filter e.g. select after then enter date