Page Comparison

1. Launch key management screen

From main menu:

• Click Property and select Key Management

2. Search & view key information

Search key information

• The screen is automatically filtered by office

• Use the search options on left to ensure the required key information is shown

• After selecting the required options, click Search

  

View key information

The grid displays the following information - select the required mode top left:

• Sales properties
  Key number, key type (sales, lettings, management - as configured on your system), key status, keys in set, property address, property reference code, property office, property key contact (manager) and property status

  

• Lettings properties
  As above, plus tenancy reference code, tenant name, tenancy key contact (manager) and tenancy status

  

View key detail

From the key management grid (shown above):

• Double-click to access the Viewings and Keys screen
  This screen is accessible from all property records and is usually where key information is logged when marketing the property

• Key details are shown bottom left - click a set of keys for available options

  

3. Key movements

Key movements are displayed on screen and can be printed

From key management screen:

• Select required key detail

• The panel on right shows key movement information for the selected property
  This information is non-editable

• Click Print (top right) to preview and print key movement information for the selected property

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4. Checked out keys filter option

The key management screen can be filtered so that only checked out keys are displayed

From key management screen:

• Tick Checked out keys (top left)

• A pop-up message is displayed:

  • To display keys for just your office, click Yes

  • To display keys for other offices, click No
    A screen will be displayed to allow the required offices to be selected

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5. Grid sort/filter options

Config option:

Grid functions can be used to sort or filter the list of keys:

• To sort the list, click the column heading

• Click to the right of the column heading to view filter icon where the column can be searched, filtered or grouped (dependent on column content)

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• Columns can be removed from the grid - right-click over the column headings and select Pick columns - columns can also be moved by clicking and dragging them to a new position

• After making changes to the grid layout, right-click over the column headings again and click Save grid layout
  If you have already saved the report criteria - to save to the default ID check report grid, select Save as default layout or, to save the grid just for this saved report, select Save grid to report

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6. Additional configuration

Your system may be set-up with additional key functionality which requires a return date to be entered when checking a key out, as outlined here: Set key return date - configuration option

When this configuration is in use:

• An additional filter option is available to filter the key information by Overdue keys

  This filter displays details of keys that are past the return date and still checked out

• An additional column is displayed in the grid showing the Last due date
  This column displays the latest due date for a key that is currently checked out with a return date set

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