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

A pre-instruction checklist option is available - the content of the list is dependent on company requirements and can differ between sales and lettings properties

A property's status cannot be changed to For Sale or To Let until all checks are marked as completed (or not needed); properties with incomplete checks can also be viewed via the Organiser and reported on using a property Power Report

The pre-instruction checklist functionality needs to be configured by via Reapit Support - click here to contact Reapit Support

How to use this feature

1. Access checklist

Where configured, a pre-instruction checklist can be accessed from a sales or lettings property record

From the property:

  • Click Pre-Instruction Checks 
    to the left of property Marketing

When the pre-instruction checks are incomplete, the link on the property record is displayed red

2. Completing pre-instruction checks

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

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

  • If your configuration settings allow:

    • Click Add check to add further entries to the list

    • Click the red cross on the right to remove a check

    • Click into the field to edit the check title

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

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

 2a. Attaching associated documents

- Click the paperclip icon beside the check to access the Document Management screen:

- Drag and drop your document over the above window, or click Add and browse to it

- The Rename field allows you to change the document name and Type (as you want it to appear in the above window)

- Click Accept
The document is displayed in the Document Management window

- After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check

 2b. Changing the order of the checklist

- Hover mouse pointer over the check to move

- Click and drag the double-headed arrow icon on left of screen to move the check

The status of the property cannot be changed to For Sale/To Let - Available until all checks are marked as Completed or Not Needed

3. Updating & completing checks

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

  • A tick is displayed next to completed checks

    Click Exit (top right) to go back to the property record

. When all checks are complete

When all checks are complete, the panel on the property screen will change to green to indicate this

  • Click Pre-Instruction Checks to re-access the checklist

5. Pre-instruction checks on the Organiser

Follow 5a for instruction on how to add incomplete pre-instruction checks to the Overview panel

From the Overview panel, to view a list of properties with incomplete checks:

  • Click Pre-instruction checks incomplete - Sales
    or
    Pre-instruction checks incomplete - Lettings 

  • From the list:

    • hover over the incomplete checks link to view a summary of which checks still need completing

    • click the Pop out into full results icon in the panel header to view the properties in a grid
      The far right column shows detail of all checks that are incomplete

 5a: Adding incomplete pre-instruction checks to the Overview panel on the Organiser

If the pre-instruction checks are not shown in the Overview panel:

- Hover over the panel header and click the Settings (cog) icon to access Panel Setup

- From Pick categories to display, tick the Pre-instruction checks option(s) needed

- Click the tick icon to the right of the panel header to save

6. Reporting on pre-instruction checks

Via Power Reports, a property report allows you to report on pre-instruction checks

From the Power Reports screen:

  • Select property report and build report as needed, e.g. select Office

  • From the Linked Records section, click Pre-Instruction Checks

  • Click Pick Pre-Instruction Check Criteria and select the criteria required

    The report in the example will return properties from the user's office where pre-instruction checks are marked as Needed

For more information on building Power Reports, click here


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