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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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Available from version 12.133 |
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Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support |
A configuration option is available which allows draft and final property inspection report documents to be uploaded to a
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property inspection appointment
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1. Upload property inspection draft report The option to upload property inspection documents is only available on a diary appointment screen when the Entry Type is Property Inspection and there is a tenancy on the selected property From the Property Inspection appointment: |
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2. Draft report uploaded The Draft Report button is shown with a tick beside it |
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3. Upload property inspection final report Click Final Report and browse to the report document, as outlined in step 1
The Final Report button is shown with a tick beside it
Hover over the button to display the date/time the report was uploaded
Click the button for options to View report and Delete report
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4. Accessing the report documents As outlined above, the reports can be accessed via the property inspection appointment they can also be accessed via the tenancy letters screen From the tenancy: |
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The uploading of inspection reports is automatically logged as a Management Note on the tenancy and is therefore visible in the Activity Feed panel |
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5. Reporting |
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on uploaded property inspection reports Reporting on uploaded property inspection reports can be carried out, where configured From the main menu: Click Reports and select Power Reports Change the report type to Diary
The highlighted fields below are those relating to reporting on uploaded property inspection reports, allowing you to report on report type uploaded and date uploaded
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If your system does not offer options to report on uploaded property inspection reports, click here to contact Reapit Support to request configuration of these
Example reports The following criteria will return property inspections carried out this month with a draft report uploaded  Image AddedThe following criteria will return property inspections carried out this month with an uploaded draft report uploaded but with no final report uploaded yet  Image Added
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Reports run regularly can be added to an Organiser panel - first, click Save to save the Power Report as a Predefined Report, then go to the Organiser and, from the panel header you wish to add the report to, click Settings (cog) icon and click the New Category link For more information on how to do this, see this guide:
Adding and removing categories on the Organiser(step 3b) |
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A configuration option is available which allows draft and final property inspection report documents to be uploaded to a property inspection appointment |
