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For information on user functionality for offer checks, click here: |
From the Setup Checks/Agreements screen:
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Code | Leave blank - code will be automatically added when saving |
Inactive | If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted) |
Name | Text displayed to users in the check screen |
Offices | Choose which offices can use this check - leave blank for all |
Allow user to edit/delete | When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed |
Enable required by date | When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration option |
Attachment required | When ticked, a document needs to be uploaded for the selected check before it can be marked as complete |
Required for deposit release | When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined in the Knowledge Base guide: Link post-tenancy checks to deposit/bond release - configuration option |
Security | To restrict a check to specific users, a security group can be specified When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it Security groups are set-up and managed by Reapit Support |
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For information on user functionality for renewal checks, click here: Standard format checklist available for Tenancy renewal negotiation checks (standard/updated checklist style) - configuration option |
From the Setup Checks/Agreements screen:
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Code | Leave blank - code will be automatically added when saving |
Inactive | If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted) |
Name | Text displayed to users in the check screen |
Offices | Choose which offices can use this check - leave blank for all |
Allow user to edit/delete | When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed |
Enable required by date | When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration option |
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