Store documents against property inspection - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.133
Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
A configuration option is available which allows draft and final property inspection report documents to be uploaded to a property inspection appointment
1. Upload property inspection draft report The option to upload property inspection documents is only available on a diary appointment screen when the Entry Type is Property Inspection and there is a tenancy on the selected property From the Property Inspection appointment:
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2. Draft report uploaded The Draft Report button is shown with a tick beside it
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3. Upload property inspection final report
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4. Accessing the report documents As outlined above, the reports can be accessed via the property inspection appointment they can also be accessed via the tenancy letters screen From the tenancy:
The uploading of inspection reports is automatically logged as a Management Note on the tenancy and is therefore visible in the Activity Feed panel | |
5. Reporting on uploaded property inspection reports Reporting on uploaded property inspection reports can be carried out, where configured From the main menu:
Example reports
Reports run regularly can be added to an Organiser panel - first, click Save to save the Power Report as a Predefined Report, then go to the Organiser and, from the panel header you wish to add the report to, click Settings (cog) icon and click the New Category link For more information on how to do this, see this guide: | |
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