Page Comparison

1. Access checklist

From the Renewal Negotiation screen, once Renewal letters have been received, Checks can be actioned

From the References panel:

• Click the link beside Checks
  The options included in this list are configurable, contact Reapit Support to set-up and/or make changes to the options offered

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• Selecting a check requires the date of completion to be entered
  Or, when appropriate, tick Not Needed

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• Click Accept

2. Completing each action

• A check can have more than one action
  

• Each action must be completed in order for the check to be classed as complete
  

• An action is considered complete if a date is shown beside it
  This also updates the text shown on the main screen, e.g. 1 of 2 complete

3. Outstanding checks

• Hovering over the status link will display the checks still outstanding

4. Checks complete

Once all checks (and References) are complete, the Agreement section will become available, allowing the renewal negotiation process to continue