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

  

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

  

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

  

3. Report on RTR checksWhere configured, reporting on RTR ID check information can be carried out

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

  

• 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

  

• 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)