Versions Compared

Old Version 18

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This configuration option needs to be enabled via Reapit Support - click here to request this

1. Adding a supplier to a works order without a required/valid certificate

  • Complete the works order as usual

  • In the Contractor section, when selecting a company record that does not have either:

    • the required certificate/accreditation type
      or

    • a valid required certificate/accreditation

      A message will be displayed

Image Modified
Tip

When gathering contractor quotes, contractors are added to the works order without the certificate check

When accepting a contractor quote, the certificate check will then be carried out on the successful contractor

2. Adding/updating supplier certificates

Supplier certificates/accreditations are set up in the supplier company record

From the company record:

  • The Accreditations panel will show any certificate details already added

    Image Modified

  • Double-click to update the certificate details or click (plus) to add new

Image Removed
  • Image Added
Tip

In addition to the above, configuration is also available so that the works order type will determine which certificates are checked

For example, a gas safety accreditation would only be taken into consideration for a works order type of gas safety

...

Filter by label (Content by label)
pagesales_lettings_rnote_12_125 12_125 propman
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
showSpacetypefalsepage
reversetruetype
labelssales_lettings_rnote_12_125 12_125 propman
cqllabel = "company" and type = "page" and space = "RW"labels
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

A configuration option is available which will prevent a supplier being added to a works order when they do not have a specific, valid certificate/accreditation in place

...