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Tip

For more information on using identity check functionality, click here: Entering & reporting on ID

1. Access Right to Rent (RTR) option in ID screen

From an applicant, vendor, tenant, landlord or contact screen:

  • Click Identity Check

  • Click Add New and select New Right to Rent check

2. Log RTR ID check

From ID screen:

  • Enter the required details for the check
    The details required are dependent on configuration

    Image RemovedImage Added
  • Select relevant Right to Rent reason (bottom right), options are:
    Permanent right to reside, Time limited right to reside, No right to reside

  • Click Save
    The new check and its status is displayed on the left side of the screen

3. Report on RTR checks

Where configured, reporting on RTR ID check information can be carried out

From the main menu:

  • Click Reports and select Power Reports

  • Change the report type to Contact and enter any required criteria, such as Active and/or Office, as shown below

  • From Linked Records, click ID Check

  • Select the RTR criteria to report on: RTR expiry & RTR status
    Depending on configuration, you may need to click Show more to see the RTR criteria

  • In this example, the report will return active contacts from your office whose RTR expiry is within the dates entered - selecting an RTR status will filter the results by that type (or leave blank for all)

Tip

RTR ID check functionality requires the ID expiry functionality to be enabled too

When enabled, the panel on the left of the Identity Check screen is displayed (displaying information regarding current ID, plus ID that needs checking and ID that is due to/has expired and/or failed) along with the option to Add New and select the ID type being logged

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