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Info

This guide has been reviewed against our global client base and classed as relevant to all regions

The Keys screen offers a full key management system - for more information on this, click here:
Store property key details & enter viewing/access arrangements

This page outlines how to troubleshoot and solve possible issues you may experience when managing keys

  • When a key has been returned, it will still be displayed in the Keys screen, but as returned

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    • Hovering over the key will display details

Clicking
    • Click the key

offers the
    • for an option to view key movements
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1. Unable to reuse a key number

To return a key that is checked out:

  • The key will show as being with a user/company name (to the right of the key number)

  • Click the key number and select Check key in

  • Click the key number again and select Return key to and select the correct party
    This can be the vendor/landlord or another contact/company

Info

To re-use a key number, it needs to be marked as returned, not just checked out

Once returned, key numbers can be reused

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    titleReturned key
    Tip

    To re-use a key number, it needs to be marked as returned, not just checked out
    Once returned, key numbers can be reused

    2. Unable to delete key (Or change the key number)

    You can delete a key record if there has been no movement /or activity on the key

    To delete a key:

    • Click key and select Delete key

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    To view key movements:

    • Click key and select View movements

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    • Movements option.pngImage Added
    Note

    If there have been movements/activity with a key, it cannot be deleted as its history may be required for future auditing purposes

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    3. Unable to edit key / change key number

    • If there have been movements/activity with a key, the key number cannot be edited

    • Once a key has been returned it cannot be edited, you need to create a new record

    • You cannot amend key details on archived property records

    ,
    • - the property record first needs to be taken out of the archive before keys can be edited

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    Excerpt
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    How to troubleshoot and solve possible issues you may experience when managing keys

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