Page Comparison

1. Access Appliances section

From the Estate record:

• Click Appliances in the bottom section of the screen
  Existing appliances are displayed, organised by estate/block

  

• Double-click to view more details and/or edit

2.  Add new appliance

Click  (in above screen) to access the Appliances screen

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Add new appliance

From screen shown above:

• Click  to right of Appliances panel

  • If using AgencyCloud 12.159+, see step 2a

  • If using AgencyCloud 12.158 & below, see step 2b

2a. Add appliance - AgencyCloud 12.159+

The following screen is displayed:

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• Type: select an appliance type from the list (or click to add)
  A custom list of appliance types can be set-up by Reapit Support - click here to request this

• Make: select the appliance make from the list (or click to add)

• Model: select a Model from the list (or click to add)

• Where known - enter Serial Number plus Bought on and Warranty expiry dates

• Capped: tick to indicate when an appliance is no longer in use

• CO Alarm required:tick to indicate when the appliance requires a Carbon Monoxide alarm/detector

  • When CO Alarm is ticked, Appliance Location also needs to be completed

• Block: select the block the appliance is located in

• Notes: enter any notes regarding the appliance, as required

• If needing to store associated files, such as warranty information: click Documents (top left) to access the Document Management screen

Save the appliance

When all information has been added:

• Click Save (top right) and exit the screen
  The newly added appliance will be shown in the Appliances grid (seen in step 1)

• To add further appliances, repeat as above

2b. Add appliance - pre-AgencyCloud 12.159

The following screen is displayed:

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• Select a Description from the list (as shown above)
  Descriptions already added are displayed to select from - if not listed, click

• Select a Make from the list (as shown above)
  Makes already added are displayed to select from - if not listed, click

• Select a Model from the list (as shown above)
  Models already added are displayed to select from - if not listed, click

• Enter the relevant information, as required, in the right side of the screenRelevant files can be stored via the documents button

  • Capped should be ticked when an appliance is no longer in use

  • CO Alarm required should be ticked when the appliance requires a Carbon Monoxide alarm/detector - when ticked, the CO Alarm Location also needs to be completed

• If needing to store associated files, such as warranty information - click document icon (top right) to access the Document Management screenClick Save (top right)

Save the appliance

When all information has been added:

• If more appliances need to be added, click Add Another:

  • Click Add Another (top left)
    This will save the appliance just added and clear the screen ready to add the next one

• When all appliances have been added, close :

  • Click Save button (top right) and exit the screen
    

  Appliances just added

  • The newly added appliance(s) will be shown in the Appliances grid (seen in step 1)

3. Sorting & filtering options

Sorting

• Click a column heading to sort by that column
  e.g. Make, see right

• An arrow will be displayed to indicate the sort order of the column (click again to reverse the sort order)

Filtering

• Hovering over a column heading may also display a filter icon
  e.g. Make, see right

• Click the filter icon for the option to filter the information shown