Page Comparison

1. Accessing new management checks
While the estate is at Provisional status, New Management Checks can be logged

• Click the icon to the right of the Status
  
  The New Management Checks screen is displayed

2. Completing new management checks

The types of check displayed is dependent on how your business have chosen to set this up

• Each check type/title can be edited, as required 
  

• Click Add check to add further entries to the list, or click the red cross on the right to remove it
  

• The paperclip icon beside the check allows you to attach associated documents - see 2a
  

• The order of the checks can be changed - see 2b
  

• Use the link to the right of the check to update the status of the check - options are:
  Needed, Not Needed, Sent/Arranged, Completed

3. Updating & completing checks

• Hovering over each check shows who last updated it and when
  

• A tick is displayed next to completed checks
  
  All checks need to be marked as Completed before moving to step 4

4. Moving to Under Management status

• When all checks are complete, the icon will change to indicate this
  

• Click the Provisional link to move the estate to Under Management status

To access the Management Checks screen:

• Right-click over Under Management and select View management checks

5. Management Lost status

When you are no longer managing a site:

• Click Status and select Management Lost
  
  Setting this status means that this site will no longer feature in categories on the Organiser or in the invoicing routine