Page Comparison

1.

Access Right to Rent (RTR) option in ID

screen

From an applicant, vendor, tenant, landlord or contact screen:

• Click Identity Check

• 
  

• Click Add New and select New Right to Rent check

2. Log RTR ID check

From ID screen:

• Enter the required details for the check
  The details required

• are dependent on configuration

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• Select relevant Right to Rent reason (bottom right), options are:
  Permanent right to reside, Time limited right to reside, No right to reside

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• Click Save
  The new check and its status is displayed on the left side of the screen

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3.

 Report on RTR checks

Prior to version 12.181 - depending on configuration, you may be able to report on RTR ID checks via custom criteria available in ID Check report criteria

From the main menu:

• Click Reports and select Power Reports

• Change the report type to Contact and enter any required criteria, such as Active and/or Office, as shown below

• From Linked Records, click ID Check

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• Select the RTR criteria to report on

• : RTR expiry & RTR status
  Depending on configuration, you may need to click Show more to see the RTR criteria

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• In this example, the report will return active contacts from your office whose RTR expiry is within the dates entered - selecting an RTR status will filter the results by that type (or leave blank for all)