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

The Organiser is a highly customisable dashboard, containing all the information you need in order to carry out your role effectively - the Organiser is made up of panels, where categories can be added and removed, as required - Power Reports can be saved and added to your Organiser panels for quick access

The Organiser also offers a dedicated Estate Management panel where the most common tasks/alerts can be accessed

1. Accessing the Organiser, Estate Management panel

From the main menu:

  • Click Organiser

  • The Estate Management panel displays a list of categories which giving access to your estates and other areas where action is required, such as certificates due to expire and outstanding works orders

    The contents of this panel can be customised as required, see next step

If you do not have an Estate Management panel shown on your Organiser, see Adding the Estate Management panel section at the bottom of this page

2. Customising the panel using Panel Setup

You can choose what you show in a panel using Panel Setup options

To access Panel Setup:

  • Hover over the panel header bar and click the cog icon

Options available:

  • Panel header

    • Shows the current title of the panel, this can be changed

    • The header bar colour can be changed, click the icon to the right to do this

  • Office scope includes

    • The office shown in this field is the one used when filtering the panel By Office

    • This can be changed and added to, as required

  • Negotiator scope includes

    • The name shown in this field is the one used when filtering the panel By Manager

    • This can be changed and added to, as required

  • Pick categories to display

    • Tick/un-tick the items to show on this panel

    • Clicking +New Category allows you to set-up your own categories - see 2a

To save and close Panel Setup:

  • From the panel header bar, click tick icon


 2a. Setting up new categories

In the Pick categories to display section, clicking +New Category allows you to set-up your own categories

Click Data source 

All the above options are related to Power Reports, and allow you to:

Create new - allows you to build a new set of report criteria using Power Reports

Choose existing - select a saved Power Report (saved previously via the Power Reports screen)

Import from file - select a Reapit Report Definition (*.rrd) format file to import
A saved Power Report file is saved in *.rrd format

In Category name, enter the title of the category as you want it to be displayed on the Estate Management panel

In Sort results by, when selecting the new category, choose in what order you want to view the results
Leave set as Do not share, or for options on sharing this new category with colleagues/other offices, click this text

Click Save

Your new category will be displayed at the bottom of the Pick categories to display list - make sure it is ticked so it displays on the Estate Management panel


Any newly added category is classed as Custom Category and marked with an asterisk (*)
Hovering over a custom category displays a cog icon
Clicking the cog icon offers the options to Edit or Delete the custom category 

3. Changing information displayed

When a numeric entry is shown with a line under it, it's possible to change the number - doing so will affect what is displayed

For example, to see Legionella inspection certificates expiring in the next 90 days:

  • Click the current number of days

  • Type the required number and press enter on your keyboard

4. Accessing information

Use the Organiser panel to access the detail behind the figures shown

From an entry in the panel:

  • Click to display the associated data in a list

    For example, clicking Outstanding works orders will show a list of the 4 works orders that are currently outstanding

  • Clicking the links shown will show the associated records

    In this example, clicking Works order will display the works order itself and clicking the address will display the estate record

  • Click the back button (on left of panel header) to return to the main screen

This list can be displayed in more detail via a full results grid view, see step 5

For information on works orders, click here


5. Displaying full results & grid functions

When viewing a list in the Organiser (as seen in step 4) most sections allow you to view the data in a full results grid

  • Hover over the panel header and click the icon to pop out to full results

  • The data shown will be displayed in a pop-out screen 

    Grid functions are available to help with viewing the information shown - see 5a

  • Depending on configuration, when viewing a list of certificates, an option to book works orders in bulk may be available, see step 6

 5a. Grid functions

When information is shown in a grid, the following functions are available:

Clicking column headings allow you to sort by that column 

Click and drag a column to change its position in the grid

Hover over the column heading and click the filter icon for options to group or filter the list
Right-click the column headings for options to add more columns to the list and to also save the current layout

6. Bulk booking of works orders for certificates due to expire

Where enabled, when viewing a list of certificates due to expire via the Organiser, the option to book the works orders in bulk for selected entries is available

This option can be used where the same contractor/supplier is being used for the works

Screenshots coming soon!

From the Property Management panel:

  • Select a list of certificates due to expire (e.g. gas safety / PAT)

  • Click the Pop out to full results icon on the panel header
    The list will be displayed in full

  • Tick the entries to book a works order for

  • Click Book <name> Inspections button

  • Enter Works Order Details then click Next

  • Click Yes to create the works orders

  • Select the required options for storing and emailing PDFs, plus printing works order details

  • Click Finish
    The entries you have just processed will be displayed with a tick beside them

For information on works orders, click here

Adding the Estate Management panel

 Click here for more information

From the Organiser:

  • Click Settings (top right)

  • In the General section, tick Display estate management panel

  • Click Done

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