Safety certificate checklist - configuration option

This guide has been reviewed against our global client base and classed as relevant to all regions

Configurable option available via self-service configuration, as outlined here
Enterprise customers can request this option to be enabled/customised, click here to contact Reapit Support

A safety certificate checklist option is available, providing a list of items to work through when logging a new certificate onto the system

A checklist can be setup for specific certificate types - the content of the list can be different between each certificate type

Certificate checks can also be reported on

The list content is dependent on company requirements and can be set up using self-service configuration, see link above

1. Access checklist

A certificate checklist can be accessed when adding/editing a certificate

From the property attributes panel:

Click Certificates link and add/edit certificate

When adding a new certificate and clicking save, the Checks section will become available
Click the link beside Checks

2. Completing checks

The types of check displayed is dependent on how your business have chosen to set this up

Use the link to the right of the check to update its status- options are: Needed, Not Needed, Sent/Arranged, Completed
If your configuration settings allow:
- Click Add check to add further entries to the list
- Click the red cross on the right to remove a check
- Click into the field to edit the check title
The paperclip icon beside the check allows you to attach associated documents, plus the order of the checks can be changed - see 2a

2a. Attach associated documents & re-order the checklist

To attach associated documents

Click the paperclip icon beside the check to access the Document Management screen
Drag and drop your document over the above window, or click Add and browse to it
Document Properties is displayed allowing you to Rename the document and change its type
This determines how it appears and how it is categorised in the Document Management screen
Click Accept
The document is displayed in the Document Management window
After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check
Check documents can also be viewed via the tenancy Letters screen
- Tick Include documents from checks

To change the order of the checklist

3. Updating & completing checks

4. When all checks are complete

When all checks are complete, the Checks link will indicate this

5. Reporting

Certificate checks can be reported on via Power Reports

From Power Reports:

Select Property Report type for Lettings
Click Show More
From Linked Records, select Certificates
Click Pick Certificate Criteria
From Linked Records, select Checks
Click Pick Certificate Check Criteria
Select the required check criteria for the report (options are shown above)
Other criteria can be added to narrow down the report results, such as reporting on a specific Office and/or on properties with a specific Lettings Status

For more information on Power Reports, click here: Power Reports

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