Page Comparison

1. Make tenancy periodic

From tenancy:

• Tick Periodic

2. Enter periodic tenancy reason & review date

Enter:

• Reason & Comments as usual
  

• Enter a Review Date
  Must be a date in the future
  

• Click OK

3. Further configuration option

Your system may be configured to ensure the review date is entered

• If a date is not entered - when clicking OK, a prompt will be displayed

• Enter review date and click OK again

4. View/edit periodic review date & reason

The periodic review date & reason can be viewed & changed at any time

From tenancy:

• To view: hover over Periodic to view information in a tool tip
  

• To edit: right-click Periodic and select Edit Reason

5. Add periodic tenancies due for review on Organiser

Periodic tenancies due for review can be flagged on the Property Management panel on the Organiser - this needs to be added to the panel and saved first

From Property Management panel:

• Hover over panel header and click cog icon
  

• Tick Periodic tenancies due for review
  

• Click tick (top right) to save Panel Setup

  See next step

6. View periodic tenancies due for review in Organiser

From Property Management panel:

• Right-click over Periodic tenancies due for review and select Full results
  

• Periodic tenancies that are due for review are displayed in a grid - this includes tenancies due for review from the current date/previous to the current date