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This guide has been reviewed against our global client base and classed as relevant to all regions |
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| panelIconId | 1f5d3 |
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| panelIcon | :calendar_spiral: |
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| panelIconText | 🗓️ |
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| bgColor | #FFEBE6 |
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Available from version 12.156 |
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| panelIconId | 1f527 |
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| panelIcon | :wrench: |
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| panelIconText | 🔧 |
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| bgColor | #EAE6FF |
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Configurable option available for Enterprise clients
Enterprise clients can request this option to be enabled/customised, click here to contact Reapit Support
Once enabled, the re-let checklist can be configured via self-service configuration, click here for more information |
A configuration option is available which provides a re-let checklist on a lettings property when a tenancy ends and the property status is changed to available
On making a property available again, a specific re-let checklist is created - this checklist uses specific checks within the pre-instruction checklist and/or new re-let checks, as required and configuredFor more information on pre-instruction checks, click here: Pre-instruction checklist - configuration option
This functionality helps to ensure that a property being re-let is compliant and ready to be marketed each time it is made available after initial instruction To enable this configuration option, click here to contact Reapit Support
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For more information on pre-instruction checks, click here: Pre-instruction checklist - configuration option |
1. Make property available From tenancy: Beside tenancy Status, click Tenancy Current and select Tenancy finished/cancelled and click Yes to confirm, when prompted Click to Yes to mark property as available
This must be done in order to initiate creation of the re-let checklist 
Or, if there’s a current tenancy and the property is to be made available again, ready to re-let From property: |
2. Create re-let checklist | Note |
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To use the re-let checklist functionality, you must enter a re-let date & click Accept on the prompt below (clicking Cancel will prevent the re-let checklist from being created) |
Enter re-let date and click Accept  Click Yes to create new re-let checklist - after clicking Yes, the old pre-instruction checklist for the property will be frozen and the new checklist used
If you do not wish to create the new re-let checklist at this stage, click No and skip to step 2a  The new re-let checklist is displayed  The re-let checklist is accessed on the property record via the Pre-Instruction Checks button
This button is shaded red to indicate it is incomplete 
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2a. Create new checklist later If you chose not to create a re-let checklist when prompted (see previous step), this can be done when required From property: Hover over Pre-Instruction Checks button and right-click Select Create new re-let checklist - when choosing this option, the old pre-instruction checklist for the property will be frozen and the new checklist used The new re-let checklist is displayed
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3. View previous checklists An option to view previous checklists is available From property: Hover over Pre-Instruction Checks button and right-click
Select View archived
pre-instruction checks
Dates of previous checklists will be displayed in a list
Select required checklist and click Accept
Previous checklists are read-only & cannot be changed
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4. Add incomplete re-let checks on Organiser Incomplete re-let checks can be flagged on the Organiser, this needs to be added to the panel and saved first From Organiser: In the Overview or To-do List panel (for example) hover over panel header and click cog icon
Tick Re-let checks incomplete
Click tick (top right) to save Panel Setup
See next step
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5. Incomplete re-let checks flagged on the Organiser From Organiser: |   |
6. Reporting From Reports on main menu:  |
7. Example report For example, this report will return lettings properties where the logged in user is the Property Manager that have a re-let date after 01/09/2022
Other possible criteria options are available and displayed below  |
8. Add pre-instruction checks option to report When reporting on pre-instruction checks, the option to include checks with/without an Archive Date is available From reporting screen shown in step 6: Click Pre-Instruction Checks (from Linked Records section) Click Archive Date To return just current checks, set to empty To return archived/previous checklists: set a date filter e.g. select after then enter date
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