Store documents against property inspection - configuration option

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:

• Draft Report and Final Report buttons are shown at the top of the screen

  Open

  

• Click Draft Report
  A window will be displayed to allow you to browse to the report on your device
  Double-click when found

• The draft report is uploaded to the Property Inspection

2. Draft report uploaded

The Draft Report button is shown with a tick beside it

• Hover over the button to display the date/time the report was uploaded
  
  

• Click the button for options to View report and Delete report
  
  

3. Upload property inspection final report

• Click Final Report and browse to the report document, as outlined in step 1
  
  The Final Report button is shown with a tick beside it
  
  

• Hover over the button to display the date/time the report was uploaded
  
  

• Click the button for options to View report and Delete report

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:

• Click Letters
  Uploaded property inspection reports are shown in the Existing letters and files panel on right
  

• Right-click over the file for options to rename, delete, print or email the report

5. Reporting on uploaded property inspection reports

Reporting on uploaded property inspection reports can be carried out, where configured

From the main menu:

• Click Reports and select Power Reports

• Change the report type to Diary
  The highlighted fields below are those relating to reporting on uploaded property inspection reports, allowing you to report on report type uploaded and date uploaded
  
  If your system does not offer options to report on uploaded property inspection reports, click here to contact Reapit Support to request configuration of these

Example reports

• The following criteria will return property inspections carried out this month with a draft report uploaded

• The following criteria will return property inspections carried out this month with an uploaded draft report uploaded but with no final report uploaded yet