Content Comparison

1. Access Certificates / Insurance section

From the Estate record:

• Click Certificates / Insurance in the bottom section of the screen
  
  Existing certificates are displayed, organised by estate/block
  
  Double-click to view more details and/or edit
  

2. Add new certificate

• Click 
  Complete the certificate details

  

• Choose the appropriate Category

• Select the certificate Type

• Enter the Booked date - this is usually the start date of the certificate/insurance

• Enter the Expiry Date for this certificate/insurance

• Select the Provider or add new, if not found

• Enter the Certificate Ref.

• Select the Block or leave blank if this certificate / insurance applies to the whole estate

• Complete any Checks (where configured)

• Enter any related notes in the field at the bottom

• Click Documents to attach any related documents - e.g. a scan of the certificate, see 2a

• Click Save (top right) - the newly added certificate details will be shown in the grid

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title 2a. Attaching associated documents
- Click Documents then click and drag the document over the Document Management window Or click Add and browse to your document - The Rename field allows you to change the document name (as you want it to appear in the Document Management window), Type is set to Certificate Image RemovedImage Added - Click Accept The document is displayed in the Document Management window Image RemovedImage Added - Right-click over any documents added for further options, such as Print or Attach to e-mail Image RemovedImage Added

3. Sorting & grouping options

Sorting

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

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

Grouping/filtering

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

• Click the filter icon for the option to group or filter the information shown (by type/date/number)

4. Expiry reminders

When a certificate is due to expire, reminders can be displayed in the Estate Block Management panel on the Organiser

From the Organiser:

• The Estate Block Management panel shows reminders due to expire in 30 days
  The number of days can be changed - click the number, type the required number of days and press enter 

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To add more reminders, or remove any shown - access Panel Setup, as outlined below:

• Hover over the panel header then click the cog icon to access Panel SetupImage Removed

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• In Pick categories to display, tick/un-tick the items to show on this panel

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• Click the tick icon to save changes to the panel