Content Comparison

1. Access

renewal

checklist

From a renewal negotiation:

• Once renewal letters have been received, the References panel becomes available

• Click the link beside Checks - the Renewal Checks screen is displayed
  This is the same format used for other checklists, such as Pre/Post Tenancy Checks

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2. Complete

checklist

The type/number of checks displayed is dependent on how your business have chosen to set this up

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• Use the link to the right of the check to update the status of it - options are:
  Needed, Not Needed, Sent/Arranged, Completed

• The paperclip icon beside the check allows you to attach associated documents

• When a check is complete, hovering over it displays who completed it and when

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• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click into the field to edit the check title

• The order of the checks can be changed:

  • Hover mouse pointer over the check to move

  • Click and drag the double-headed arrow icon on left of screen to move the check

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3. Switch to legacy checks

When accessing an existing renewal where old checklist items had already been completed, it is possible to switch to the old/legacy checklist format

From a renewal negotiation:

• Where legacy checks exist, an asterisk (*) is displayed beside Checks

• Right-click over the link and select Switch to legacy checks

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• Click Checks link to access legacy checks, along with the option to Switch to new checks
  Switch to new checks displays the new format checklist, as seen in steps 1 & 2

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4. Reporting on checks

Checks can be reported on when running Renewal Negotiation reports via Power Reports

From main menu:

• Click Reports and select Power Reports

• Click report type and select Renewal Negotiations

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• Pick required criteria to narrow down the renewal negotiations shown (e.g. Status)

• From Linked Records, click Checks

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• Pick required Checks criteria

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• To find renewals with no checks entered, click Renewal Negotiations has checks and change to Renewal Negotiations does not have checks

Example report

• This report returns details of renewal negotiations that have started/being negotiated that require a gas certificate but where the check is not complete

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