Set an overall status for pre-tenancy check process - configuration option

1. Pre-tenancy checks status option

From tenancy:

• Click Pre-Tenancy tab

• In the Pre-Tenancy Checks panel, the overall pre-tenancy check Status is shown (top left) with the current status shown beside it

  • When a tenancy is created, a default/starting pre-tenancy check status is applied
    In this example the default status used is In Office

2. Set pre-tenancy check status

From the screen shown above:

• Click the drop-down menu beside Status and select the required option
  The options displayed are dependent on the requirements of your business

  

• The new status is displayed and, once the tenancy is saved, details of the change are logged in the Activity Feed

  

3. Report on pre-tenancy check status

Click Power Reports:

• Select report type of Tenancy Report

• Select Pre-Tenancy Check Status and select the required status type(s) to report on

  

Example report

This report returns all tenancies where the person running the report is the tenancy Key Contact (termed as Manager) that are due to start in the next month and are at Arranging Tenancy status with a pre-tenancy check status of Tenancy Admin

View pre-tenancy check status information in tenancy report grid

The date each pre-tenancy check status option was last changed can be shown in the tenancy grid, seen after running a tenancy report

From a tenancy report grid:

• Right-click over the column headings, select Pick columns and click More

• Select which pre-tenancy check status column(s) you want to add to your grid and click Accept
  The column labels offered will match the pre-tenancy status options configured on your system
  In this example, status options in use are: In Office, Tenancy Admin, Compliance & Complete

  

• The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

• Right-click over the column headings again and click Save grid layout
  If you have already saved the report criteria - to save to the default tenancy report grid, select Save as default layout or, to save the grid just for this report, select Save grid to report

• The columns will show when using this type of grid again - grid functions can be used to sort or filter the list

  • To sort the list by date, click the column heading

  • To filter the list by date, click to the right of the column heading to view filter icon and use the date fields to filter