Page Comparison

1. Add status to certificate

To add a certificate status:

• Add certificate details as usual

• Click Status and select relevant status of certificate

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2. Status dependent check list items

When the status has been selected

• Checks will be updated to reflect the status chosen (where configured)

Example

In this example setup, when the Status of an electrical safety certificate is set as:

• Satisfactory - only one check is required

  

• Unsatisfactory C1 - seven checks are required

  

3. Report on certificate status

Certificates can be reported on by status

From Power Reports:

• Select Property Report type and select Lettings
  Select any required criteria, such as Office, Status, etc.

• From Linked Records section, select Certificates (may need to click Show more)

  

• Click Status and select required status option(s) to report on (plus select any other criteria to report on)

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• Checks could also be added as a sub-report
  Click Pick Certificate Criteria and select Checks from Linked Records section

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