Page Comparison

1. Access Tenancy Details

From property record:

• Click the Applicant / Tenant link

  Clicking this link will display the Tenancy screen for the arranging/current tenancy
  
  Arranging tenancy: see next step
  Current tenancy: see step 3
  

1a: Arranging tenancy

Image Added

1b: Current tenancy

2. Access applicant details (arranging tenancy)

When a tenancy is arranging, the reference check section is accessed via the applicant screen

From the tenancy, Details

 tab:

• In

• the Main

• Tenant panel, click the name
  The applicant record will be displayed
  

• In

• the Relationships

•  panel, click

• the  icon and select
  References / Guarantors
  The references/

• guarantors screen will be displayed
  
  Skip to step 4

3. Accessing tenant details (current tenancy)

When a tenancy is current, the reference check section is accessed via the tenant screen

From the tenancy, Details

 tab:

• In

• the Main

• Tenant panel, click the name
  The tenant screen will be displayed
  
  See next step

4. Ordering a reference check 

From the references/guarantors or tenant screen:

• Click Reference Check
  

• Select required option
  

• Click Accept

5. Link to Van Mildert

The Van Mildert page will be opened where tenant details can be amended or added to

• When all details have been entered, press the OK, Order button to submit the order
  Or choose to save for later

• Click the Exit button to close the page
  The status of an order can be reviewed by clicking the Reference Check link again