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Reporting can also be done on keys via a property Power Report and adding Keys as a Linked Record, plus a key management screen is available providing access to details of all keys stored on the system in a single screen, as outlined here: Key management screen - configuration option
*Or estate, when using Reapit for Block Management
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1. Add set of keys From Keys panel (bottom left): Click on right
From the Add Key screen: Key Number: input the desired key number Where configured - while being entered, the number is checked against numbers in use in the office to ensure a duplicate number is not used (the office that is checked is the one shown beside Keys in) Key Type: select from Lettings, Management or Sales (or select the required block) - this is optional Keys in: select the office name who is holding the keys See following sections for how to log keys in/out and return keys Click Accept to save the set of keys - or see next step to enter detail of each key in the set
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To assist in identification, a picture of the set of keys can be added From the panel on right, click to add then select the picture from your device |
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2. Add /edit keys individual key detail in set Each key within the set can be identified From the Keys in set panel (bottom left): Click Enter a description of the key, then click the tick icon to the right to save it Continue for each key in the set Once saved, individual keys can be edited by clicking on the key again, or deleted by clicking the red cross to the right
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3. Edit/delete set of keys After saving a set of keys, it can be edited or deleted - however, a set of keys can only be deleted if they have had no key movements logged against them From Keys panel: |
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The key movements screen provides a non-editable log of the movements for the selected set of keys Tip |
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When using Reapit for Block Management, key movements are also shown in the Activity Feed panel for the property/estate |
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Report on keys / key management
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While it is possible to report on keys, also available is a key management screen which provides access to details of all keys stored on the system in a single screen, as outlined here: Key management screen - configuration option |
1. Build keys report Power Reports can be run for keys via a property report for sales or lettings From main menu: Click Reports and select Power Reports Leave report type set to Property Report and select Sales or Lettings, as required To filter the properties returned, add any property report criteria, such as Office Click Show More and, from Linked Records, select Keys Key criteria can now be chosen to filter the properties with keys that are returned A further Linked Record can be chosen which allows Key Movements to be reported on For example, the criteria below will return sales properties for the Bedford office where the property has keys that have the key type of sales and the key has movement records logged against it
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2. Use Power Reports library A keys report is available in the Power Reports library, click here: Power Reports library The Power Reports library allows you to download a predefined report file which you can then import into Reapit From the Power Reports library, access the Property reports section for the Key management report Once downloaded to Reapit, the predefined report allows you to manage keys and track their movements - note that it doesn’t have any specific key criteria selected - this will allow you to choose what is relevant to you for your report
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