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

Panel

panelIconId	1f5d3
panelIcon	:calendar_spiral:
panelIconText	🗓️
bgColor	#FFEBE6

Available from version 12.125

Panel

panelIconId	1f527
panelIcon	:wrench:
panelIconText	🔧
bgColor	#EAE6FF

Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support

A pre-instruction checklist option is available - the content of the list is dependent on company requirements and can differ between sales and lettings properties

From version 12.126, a A property's status cannot be changed to For Sale or To Let until all checks are marked as complete completed (or not needed); , properties with incomplete checks can also be viewed via the Organiser and reported on using a property Power ReportThe

Various configuration options are available for the pre-instruction checklist:

Specific pre-instruction

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checks within the checklist can be set as optional, meaning they do not have to be marked as completed in order to change the property status to For Sale/To Let, click here for more information: Optional pre-instruction checks - configuration option
A pre-instruction check can be specific to an office or offices, click here for more information: Pre-instruction check can be specific to office - configuration option

1. Access checklist

Where configured, a pre-instruction checklist can be accessed from a sales or lettings property record

From the property:

Click Pre-Instruction Checks
to the left of property Marketing

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- Click the paperclip icon beside the check to access the Document Management screen:

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Tip
When the pre-instruction checks are incomplete, the link on the property record is displayed red

2. Completing pre-instruction checks

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

Use the link to the right of the check to update the status of it
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 - see 2a
The order of the checks can be changed - see 2b

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title	2a. Attaching associated documents

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Tip
The status of the property cannot be changed to For Sale/To Let - Available until all checks are marked as Completed or Not Needed A configuration is available to allow the status of For Sale/To Let - Unavailable* to be set without the checks being complete -* contact Reapit Support to request this to be enabled

2a. Add/view check documents

Add check documents

To the right of the check, click the paperclip icon to access Document Management
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Drag and drop your document over the above window, or click Add and browse to it

- The Rename field

When added, the Edit Document screen allows you to change the document

name

Name and Type

(as you want it to appear in the above window)

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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

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2b.

Changing the

Change order of

the checklist

checks

-

Hover mouse pointer over the check to move
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From version 12.126, the status of the property cannot be changed to For Sale - Available or To Let - Available until all checks are marked as Completed (or Not Needed)

Depending on configuration, you may be able to make properties For Sale - Unavailable or To Let - Unavailable while awaiting the completion of outstanding checks

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

Info

Tip
Hover over each check title to see details of when it was updated/completed in a tooltip

3. Updating & completing checks

Hovering over each check shows who last updated it and when
A tick is displayed next to completed checks

Click Exit (top right) to go back to the property record

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4. When all checks are complete

When all checks are complete, the panel on the property screen will change to green to indicate this

Click Pre-Instruction Checks to re-access the checklist

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5. Pre-instruction checks on the Organiser

Follow 5a for instruction on how to add incomplete pre-instruction checks to the Overview panel

From the Overview panel, to view a list of properties with incomplete checks:

Click Pre-instruction checks incomplete - Sales
or
Pre-instruction checks incomplete - Lettings
From the list:
- hover over the incomplete checks link to view a summary of which checks still need completing
- click the Pop out into full results icon in the panel header to view the properties in a grid
  The far right column shows detail of all checks that are incomplete

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5a. Add incomplete pre-instruction checks to the Overview panel on the Organiser

If the pre-instruction checks are not shown in the Overview panel:

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Hover over the panel header and click the Settings (cog) icon to access Panel Setup

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From Pick categories to display, tick the Pre-instruction checks option(s) needed

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Click the tick icon to the right of the panel header to save
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6. Reporting on pre-instruction checks

Via Power Reports, a property report allows you to report on pre-instruction checks

From the Power Reports screen:

Select property report and build report as needed, e.g. select Office
From the Linked Records section, click Pre-Instruction Checks
Click Pick Pre-Instruction Check Criteria and select the criteria required

The report in the example will return properties from the user's office where pre-instruction checks are marked as Needed

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Info
For more information on building Power Reports,

click here:
Power Reports

Versions Compared

Old Version 30

New Version Current

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