Configuration options (certificates)
- Fiona Hardy
Certificate status displayed in Organiser & report results grids - configuration option
When using certificate status functionality, a certificate status column can be added to a lettings property grid
Set certificate status & status-related certificate checks - configuration option
Configuration option to allow a status to be set on a safety certificate and specific certificate checks to be added in relation to the status set on the certificate
Prevent adding & editing certificates - configuration option
Two configuration options are available which prevent a user from adding a new certificate and/or editing an existing one
Prevent deletion of certificates - configuration option
Configuration option which prevents a user from deleting a certificate on a lettings property
Allow specific certificate types to have no expiry date - configuration option
A configuration option is available which allows details of specific certificate types to be entered with no expiry date - this applies to a lettings property or estate (when using AgencyCloud block management)
Safety certificate checklist - configuration option
A safety certificate checklist option is available, providing a list of items to work through when logging a new certificate onto the system
Certificate changes logged in the Activity Feed & Journal - configuration option
A configuration option is available which shows all additions, edits and deletions of certificates on a lettings property in the Activity Feed and Journal
Details of all certificates displayed on lettings property screen - configuration option
A configuration option is available which will show details of all certificate types on a lettings property screen, indicating whether they are valid or not
Prevent 'no gas' being added/removed on a lettings property - configuration option
A configuration option is available which prevents a user from being able to specify that a property has no gas supply
Restrict changes to certificate management - configuration option
Configuration option which prevents changes being made in the certificate management screen
Prompt to email certificate when uploading document - configuration option
Configuration option to ensure that when uploading a certificate document a prompt for it to be emailed to the relevant parties is displayed - when choosing to email, the message is automatically addressed to the relevant parties and the uploaded certificate is attached
Updates to email certificate prompt when uploading document functionality
Various updates have been made to the configuration option (introduced in 12.145) to prompt to email the tenant/landlord when uploading a certificate document
Require electrical safety certificate on tenancy - configuration option
A configuration option is available which requires a valid electrical safety certificate to be present on a tenancy before the tenancy can be made current