Page Comparison

1. Access checklist

Where configured, a pre-instruction checklist can be accessed from a sales or lettings property record

From the property:

• Click Pre-Instruction Checks 
  to the left of property Marketing
  

2. Completing pre-instruction checks

The types of check displayed is dependent on how your business have chosen to set this up

• Use the link to the right of the check to update the status of it
  Options are:
  Needed, Not Needed, Sent/Arranged, Completed
  

• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title
    

• The paperclip icon beside the check allows you to attach associated documents - see 2a
  

• The order of the checks can be changed - see 2b

3. Updating & completing checks

• Hovering over each check shows who last updated it and when
  

• A tick is displayed next to completed checks
  
  Click Exit (top right) to go back to the property record

. When all checks are complete

When all checks are complete, the panel on the property screen will change to green to indicate this

• Click Pre-Instruction Checks to re-access the checklist

5. Pre-instruction checks on the Organiser

Follow 5a for instruction on how to add incomplete pre-instruction checks to the Overview panel

From the Overview panel, to view a list of properties with incomplete checks:

• Click Pre-instruction checks incomplete - Sales
  or
  Pre-instruction checks incomplete - Lettings 
  

• From the list:

  • hover over the incomplete checks link to view a summary of which checks still need completing

  • click the Pop out into full results icon in the panel header to view the properties in a grid
    The far right column shows detail of all checks that are incomplete

6. Reporting on pre-instruction checks

Via Power Reports, a property report allows you to report on pre-instruction checks

From the Power Reports screen:

• Select property report and build report as needed, e.g. select Office
  

• From the Linked Records section, click Pre-Instruction Checks
  

• Click Pick Pre-Instruction Check Criteria and select the criteria required
  
  The report in the example will return properties from the user's office where pre-instruction checks are marked as Needed