Versions Compared

Old Version 2

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

Panel
panelIconId1f5d3
panelIcon:calendar_spiral:
panelIconText🗓️
bgColor#FFEBE6

Available from version 12.145

Panel
panelIconId1f527
panelIcon:wrench:
panelIconText🔧
bgColor#EAE6FF

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 requests a return date to be entered when checking a key out via the Viewing and Keys keys screen on a property

Reports can then be run for keys still checked out past their return date To enable this configuration option, click here to contact Reapit Support- two .rrd files are included at the end of this guide to allow you to easily import the overdue keys reports directly into Reapit

Tip

For more information on the keys screen, click here:
Store property key details & enter viewing/access arrangements

1. Check out key

From the property:

  • Click Viewing and Keys

  • Click relevant key

  • Select Check key out to then select Negotiator or Contact / Company

    Select the relevant negotiator/contact/company

Image Modified

2. Enter a return date

A prompt to enter the key return date will be displayed

  • Enter the date the key will be returned
    The current date or a date in the future must be entered

  • Click Accept

Image Modified

3. When the key is checked out

  • Hovering over a checked out key displays the key return date
    (along with other check out details)

  • The key return date can be changed by clicking the checked out key and selecting Edit return due date

Image Modified
Image Removed
Image Added

4. Identify overdue keys

via the keys screen & reporting

Keys whose return date is overdue can be identified

:

on the keys screen & via a Power Report

Via the keys screen

:

  • When a key return date is overdue, the key record is flagged in red on the keys screen

ADD PIC FROM KEYS SCREEN
Image Added

Via Power Reports

:

  • Select Property report type, then select Sales/Lettings as appropriate

  • Select any relevant criteria to filter the results, such as Office (or leave blank for all)

  • Click Show more and, from Linked Records, select Keys

  • Click Pick Keys Criteria - select any relevant criteria or leave blank for all

  • From Linked Records, select Key Movements

  • Click Pick Key Journal Criteria and select Due Date
    The screen will be displayed as shown below

Image Modified
Tip

This report will return a list of lettings properties in the London office with keys that are currently checked out and marked with a return date in the previous week

5. Import Power Report into Reapit

The above Power Report can be imported to Reapit (for sales and/or lettings) by downloading the required .rrd file on the right and importing it into Reapit as a Predefined Report - see note below

View file
nameLettings - key not returned.rrd
View file
nameSales - key not returned.rrd

  • Once imported, the report criteria can be altered to suit the report you want to run
    e.g. you may wish to report on a different date range or add/remove more property/key criteria

Info

For more information on keys, click herehow to download .rrd files and import them into Reapit, see section entitled Importing an RRD file & using Predefined Reports in the Power Reports library

The Power Reports library contains 70+ commonly used Power Reports saved as .rrd files which you can download and import into Reapit - making building Power Reports quicker & easier

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "$contentbylabelkeys"
Excerpt
hiddentrue

Configuration option which requests a return date to be entered when checking a key out via the Viewing and Keys keys screen on a property - reports can be run for keys still checked out past their return date

...