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1. Access appliances

From the property record:

  • In the Attributes panel, click Certificates

    The Attributes screen is displayed, showing the Appliances, Insurance & Safety tab

  • The Appliances panel displays details of appliances already added

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

2. Add new appliance

From screen shown above:

  • Click (plus) 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:

  • Type: select an appliance type from the list (or click (plus) 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 (plus) to add)

  • Model: select a Model from the list (or click (plus) 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, CO Alarm Location also needs to be completed

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

  • If needing to store associated files, such as warranty information: first save the new appliance (see below), then 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:

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

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

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

  • The right side of the screen should be used to enter more information about the appliance

    • 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 screen

Save the appliance

When all information has been added:

  • If more appliances need to be added:

    • 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:

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

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