Indicate certificates managed by landlord
This guide has been reviewed against our global client base and classed as relevant to all regions
Any certificate types managed by the landlord can be indicated
(prior to AgencyCloud 12.131 this just applied to gas safety certificates)
Landlord-managed certificates can be identified via the appliances screen, the certificates screen itself and in any grid list of certificates due to expire (viewable via the Property Management panel of the Organiser)
1. Set which certificates are managed by the landlord From property screen, Attributes panel:
The above menu is used to identify landlord responsibility from AgencyCloud versions 12.131 to 12.142 - if you are using version 12.143+, click here for latest guidance:
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2. Adding/editing a certificate When adding or editing a certificate managed by the landlord, a note to indicate this is shown beside the certificate Type | |
3. Viewing certificates due to expire When viewing a list of certificates due to expire from the Organiser Property Management panel, which certificates are managed by the landlord can be seen For example, from the Electrical Safety due to expire list:
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