Set key return date - configuration option

Owned by Fiona Hardy, created
Last updated: Jun 24, 2024
4 min read

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

Available from version 12.145

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 requests a return date to be entered when checking a key out via the keys screen on a property

Reports can then be run for keys still checked out past their return date - two .rrd files are included at the end of this guide to allow you to easily import the overdue keys reports directly into Reapit

1. Check out key

From the property:

  • Click Viewing and Keys

  • Click relevant key

  • Select Check key out to then select Negotiator or Contact / Company

    Select the relevant negotiator/contact/company

 

 

2. Enter a return date

A prompt to enter the key return date will be displayed

  • Enter the date the key will be returned
    The current date or a date in the future must be entered

  • Click Accept

 

3. When the key is checked out

  • Hovering over a checked out key displays the key return date
    (along with other check out details)

  • The key return date can be changed by clicking the checked out key and selecting Edit return due date

 

4. Identify overdue keys

Keys whose return date is overdue can be identified on the keys screen & via a Power Report

Via the keys screen

  • When a key return date is overdue, the key record is flagged in red on the keys screen

Via Power Reports

  • Select Property report type, then select Sales/Lettings as appropriate

  • Select any relevant criteria to filter the results, such as Office (or leave blank for all)

  • Click Show more and, from Linked Records, select Keys

  • Click Pick Keys Criteria - select any relevant criteria or leave blank for all

  • From Linked Records, select Key Movements

  • Click Pick Key Journal Criteria and select Due Date
    The screen will be displayed as shown below

5. Import Power Report into Reapit

The above Power Report can be imported to Reapit (for sales and/or lettings) by downloading the required .rrd file on the right and importing it into Reapit as a Predefined Report - see note below

  • Once imported, the report criteria can be altered to suit the report you want to run
    e.g. you may wish to report on a different date range or add/remove more property/key criteria

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