Access arrangements on a works order - configuration option

A configuration option is available which allows access arrangements to be added to a works order - the relevant arrangement is selected from a predefined list or more detailed notes can be added instead

The arrangements are displayed on the works order screen and also on the PDF/printed document created from the works order screen

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

1. Add access arrangements From a works order: Click Access arrangements (bottom right) Select the required option from the menu - e.g. Collect keys from office The options offered are dependent on configuration as requested by you/your business OR click Other, enter the arrangements and click Accept The selected arrangements, or notes added, will be shown on screen To remove the current access arrangements, right-click over the panel and select Clear Access Arrangements

2. Access arrangements on PDF/printed copy The selected/added access arrangements are added to the PDF or printed copy generated from the works order screen From works order screen (top right): Click Print From the print options offered: To print a paper copy, click Preview and Print To email a PDF copy, click E-mail Document Depending on the option chosen, the works order document is created and displayed on screen or attached as a PDF to an email Example template

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