*Safety certificate checklist - configuration option

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

Certificate checks can also be reported on

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
5. Reporting Certificate checks can be reported on via Power Reports From Power Reports: Select Property Report type for Lettings Click Show More From Linked Records, select Certificates Click Pick Certificate Criteria From Linked Records, select Checks Click Pick Certificate Check Criteria Select the required check criteria for the report (options are shown above) Other criteria can be added to narrow down the report results, such as reporting on a specific Office and/or on properties with a specific Lettings Status For more information on Power Reports, click here

*Safety certificate checklist - configuration option

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