This guide has been reviewed against our global client base and classed as relevant to all regions
An option to include default/predefined tenancy checks that are not yet started is available when running a tenancy report and choosing to include checks - this ensures that details of default checks that are marked as Needed (i.e. not started) can be included in the report, where required
Default/predefined checks are those added to all tenancies, as required by your business (and setup in configuration)
Prior to this release, default checks marked as Needed would not be included in reports
When running a tenancy report and choosing to include checks:
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Example report With the option shown above set to Include default checks, running this report will show all arranging tenancies due to start in the next 2 weeks, where 3 specific pre-tenancy checks are still set to Needed or Sent/Arranged If the Include default checks option is not selected, then checks that are marked as Needed will not be included as expected |