Page Comparison

1. Open list of certificates due to expire

From the Organiser, Property Management panel:

• Right-click over certificates due to expire (e.g. gas / electrical safety) and select Full Results

  

  
  The list will be displayed in full, see step 2
  

2. Create and enter details for works orders

The list of certificates due to expire is displayed

• Tick the entries to book a works order for

  Image Removed

  Click then click Book <type> Safety Inspections button (top left)

  Image Added

• Enter Works Order Details then click Next

  

• Click Yes to create the works orders

  Image RemovedImage Added

• Select the required options for storing and /emailing PDFs , plus and printing works order details

  Image Removed

  Click and click Finish
  The entries you have just processed will be displayed with a tick beside them

  Image Added

3. View works orders

Works orders will be automatically created for the selected properties/tenancies

From the main menu, click Lettings/Rentals:

• Select Outstanding Works Orders

  

  The newly created works orders are displayed here - double-click to view