Property inspection schedule overview

1. Accessing inspection schedule

From tenancy:

• Click Management tab

• In the Inspections panel, click the Inspection Schedule button (top right)

  The inspection schedule is displayed - see step 2 tab:

Open

2. Inspection schedule window

• The first panel displays information on the tenancy start date plus the inspection frequency and responsibility

Open

• The panel below this shows the inspection schedule for the duration of the tenancy
  This list is shown in a grid, therefore allowing you to click a column heading to sort or to click to the right of the column heading to filter or group (or right-click to export to Excel)

• The following information is displayed:

  • Inspection Due
    Date the inspection is due in accordance with the frequency settings for the tenancy
    If an appointment date is shown in the next column without a date in this column, it means that multiple appointments have been booked within the same inspection period (for example, this will happen when one appointment is cancelled and another appointment is made)

  • Appointment
    When a date is shown, an appointment has been booked - when this is the case, double-click to open the appointment
    When no date is shown, an appointment hasn't yet been made within this inspection period

  • Canc
    Indicates if the appointment was cancelled

  • FU
    Indicates if the appointment has been followed up

  • Draft & Final Report
    When a date is displayed, a draft and/or final report has been uploaded for this appointment
    For more information on using the draft/final report function - click here

  • Supplier
    The name of the company who carried out the inspection
    Shown when the Other Agent field on the inspection appointment is used

3. Add property inspection notes

From the inspection schedule:

• In Activity Feed, click
  
  

• Enter Property Inspection Note and click Accept