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Identity check information is stored in the contact record and but can be entered on the applicant, vendor, tenant, landlord or contact screens . This - this information can be reported on using Power Reports.
There are various configuration options for how ID can be entered, edited and updated, a configuration options section at the end of this page outlines these.
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Where required/enabled, the Identity Check screen also allows Landlord Registration and/or Right To Rent check information to be enteredClick here for , these guides provide more information on Landlord Registration Click here for more information on Right To Rent checks |
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Enter ID information
1. ID Check icon ID can be viewed/entered on an applicant, vendor, tenant, landlord or contact screen - shown top left of the record From applicant, vendor, tenant, landlord or contact |
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How the Identity Check icon on the main screen is displayed 1. ID Check icon
Hovering Identity Check will the on screenThe first screen on the right indicates ID has not been checked, whereas the second screen shows the ID has been checked and is validImage RemovedImage Removed | 2. Identity Check screen
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Click the ID Check link to view the ID check screen, shown below How the ID Check screen appears is dependent on configuration For example, the left side of the screen is only shown when ID expiry functionality is enabled When this is enabled,
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3 Adding Add new primary & secondary ID details From the ID check screen (shown above): |
Primary ID / Secondary ID
From the Primary ID or Secondary ID field: |
Expiry: where When selecting Passport and configuration is setup to allow the passport number to be entered, it is advised to use the MRZ passport code validation tool, outlined here: MRZ passport code validation when entering ID (available from version 12.177) Where document expiry is enabled
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, in Details: enter the ID information and/or in Click Save
Image Removed4Both or either of these options can be available and are dependent on configurationEither details or a document usually need to be entered in order to save the ID detail Click Save (top right) Image AddedThe ID details are saved Dependent on configuration, when returning to the ID Check screen, the details may be read-only (as shown below) Image Added |
3. Complete ID Check status (where required) The status of the ID check process is logged at the top of the screen |
Enter:Date
Checked by - select the relevant user nameOptions are Unchecked, In Progress, Successful, Failed Enter the Date and who the ID was Checked by Click Save to update the ID Check status
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Once ID is saved as Successful, a Cancelled option |
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is Image Removed | 5. Reporting Reporting on ID
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From version 12.181, ID Check reporting functionality has been enhanced to include more criteria options plus the ability to run ID Check reports as a report type, rather than as a sub-report within a contact record - click here for more information: ID check report enhancements - including RTR & Landlord Registration reporting |
ID check information can be reported on using Power Reports From main menu: |
Image Removed (for )Click Pick Contact Criteria to return to the options shown below
From Clicking Contact has id checks offers the option to report on contacts without ID- Image Added
The ID Check sub-report is added to the contact report criteria: |
settings6. Configuration options
ID checking can be configured as required - all options listed are configured by Reapit Support
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title | Available configuration options |
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- To report on contacts where ID does not exist: Example Running this report will return contacts from the current office that do not have any ID entered Image Added |
Configuration options & ID related processes
Available configuration options |
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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 |
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How to enter ID checks and report on them, as well as different configuration options available |
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