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/predefined 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 |