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

A safety certificate checklist option is available, providing a list of items to work through when logging a new certificate onto the system

A checklist can be setup for specific certificate types - the content of the list can be different between each certificate type

The list content is dependent on company requirements and needs to be configured by via Reapit Support - click here to request this


1. Access checklist

Where configured, a certificate checklist can be accessed when adding/editing a certificate

From the property Attributes panel:

  • Click Certificates link and add/edit certificate

    When adding a new certificate and clicking save, the Checks section will become available

  • Click the link beside Checks


2. Completing 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 (shown in screen above)

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


4. When all checks are complete

When all checks are complete, the Checks link will indicate this

  • Click Checks to re-access the checklist



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