/
Access arrangements on a works order - configuration option

Access arrangements on a works order - configuration option

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

Available from version 12.148

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support, when doing so, you will need to supply the wording required for the access arrangements, as it will be set-up and tailored to meet each customer’s individual requirements

A configuration option is available which allows access arrangements to be added to a works order:

  • the relevant arrangement is selected from a predefined list or more detailed notes can be added instead

  • the arrangements are displayed on the works order screen and also on the PDF/printed document created from the works order screen

1. Add access arrangements

From a works order:

  • Click Access arrangements (bottom right)

  • Select the required option from the menu - e.g. Collect keys from office
    The options offered are dependent on configuration as requested by you/your business

  • OR click Other, enter the arrangements and click Accept

  • The selected arrangements, or notes added, will be shown on screen

  • To remove the current access arrangements, right-click over the panel and select
    Clear Access Arrangements

2. Access arrangements on PDF/printed copy

The selected/added access arrangements are added to the PDF or printed copy generated from the works order screen

From works order screen (top right):

  • Click Print

  • From the print options offered:

    • To print a paper copy, click Preview and Print

    • To email a PDF copy, click E-mail Document

Depending on the option chosen, the works order document is created and displayed on screen or attached as a PDF to an email

Example template

Related articles