Set key return date - configuration option

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

A configuration option is available which requests a return date to be entered when checking a key out via the keys screen on a property - reports can then be run for keys still checked out past their return date

To enable this configuration option, click here to contact Reapit Support

1. Check out key

From the property:

Click Viewing and Keys
Click relevant key
Select Check key out to then select Negotiator or Contact / Company

Select the relevant negotiator/contact/company

2. Enter a return date

A prompt to enter the key return date will be displayed

Enter the date the key will be returned
The current date or a date in the future must be entered
Click Accept

3. When the key is checked out

Hovering over a checked out key displays the key return date
(along with other check out details)
The key return date can be changed by clicking the checked out key and selecting Edit return due date

4. Identify overdue keys via the keys screen & reporting

Keys whose return date is overdue can be identified:

Via the keys screen:

When a key return date is overdue, the key record is flagged in red on the keys screen

ADD PIC FROM KEYS SCREEN

Via Power Reports:

Select Property report type, then select Sales/Lettings as appropriate
Select any relevant criteria to filter the results, such as Office (or leave blank for all)
Click Show more and, from Linked Records, select Keys
Click Pick Keys Criteria - select any relevant criteria or leave blank for all
From Linked Records, select Key Movements
Click Pick Key Journal Criteria and select Due Date
The screen will be displayed as shown below

This report will return a list of lettings properties in the London office with keys that are currently checked out and marked with a return date in the previous week

For more information on keys, click here

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