Page Comparison

1. Access checklist

A certificate checklist can be accessed when adding/editing a certificate

From the property attributes panel:

• Click Certificates link and add/edit certificate
  
  When adding a new certificate and clicking save, the Checks section will become available
  

• Click the link beside Checks

2. Completing checks

The types of check displayed is dependent on how your business have chosen to set this up

Image Added

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

• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title

• The paperclip icon beside the check allows you to attach associated documents, plus the order of the checks can be changed - see 2a

2a. Attach associated documents & re-order the checklist

To attach associated documents

• Click the paperclip icon beside the check to access the Document Management screen

  Image Added

• Drag and drop your document over the above window, or click Add and browse to it

• Document Properties is displayed allowing you to Rename the document and change its type
  This determines how it appears and how it is categorised in the Document Management screen

  Image Added

• Click Accept
  The document is displayed in the Document Management window

• After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check

• Check documents can also be viewed via the tenancy Letters screen

  • Tick Include documents from checks

    Image Added

To change the order of the checklist

• Hover mouse pointer over the check to move

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

Image Added

3. Updating & completing checks

• Hovering over each check shows who last updated it and when

• A tick is displayed next to completed checks

  Image Added

4. When all checks are complete

When all checks are complete, the Checks link will indicate this

• Click Checks to access the checklist

5. Reporting

Certificate checks can be reported on via Power Reports

From Power Reports:

• Select Property Report type for Lettings

• Click Show More

• From Linked Records, select Certificates

• Click Pick Certificate Criteria

• From Linked Records, select Checks

• Click Pick Certificate Check Criteria

• Select the required check criteria for the report (options are shown above)
  Other criteria can be added to narrow down the report results, such as reporting on a specific Office and/or on properties with a specific Lettings Status

Image Added