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Setup Checks & Agreements allows you to add/edit the following options:
Checks: Pre-Tenancy, Post-Tenancy, Pre-Instruction, Offer, Certificate, Renewal Checks, Re-let Checks
Agreements: Break Clauses, Allowances, Renewal Options, Responsibilities - all options are found on the Agreement tab of the tenancy screen (see Agreement section of this guide for functionality example)
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From the Setup Checks/Agreements screen:
To add new checks:
To edit an existing check:
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 check screen | |||||||||||||||
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 except Renewal Checks 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 or Renewal Checks To restrict a 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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