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This guide has been reviewed against our global client base and classed as relevant to all regions |
A configuration option is available which allows the recording of property inspection responsibility on a tenancy as internal or external - a default external provider can also be set
Further security options are also available to prevent specified users from making changes to the responsibility setting (allowing you to set this up for a specific user group)
Once set up, when viewing a list of inspections to be booked, it can be filtered/grouped/sorted
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by property inspection responsibility
To enable this configuration option, click here
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1. Set responsibility type From the tenancy:
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2. Selecting external provider Your system may be set-up to preselect a default provider, if not or you wish to change the selected provider, follow the instruction below
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3. Activity Feed After saving the tenancy record, changes to the inspections responsibility and provider are logged as Management Notes in the Activity Feed |
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4. Inspections to be booked list From the Organiser, Property Management panel:
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A configuration option is available which allows the recording of property inspection responsibility on a tenancy as internal or external - a default external provider can also be set |