Certificate responsibility enhancements

Owned by Fiona Hardy, created
Last updated: Feb 07, 2023
2 min read

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

In AgencyCloud 12.153+, two enhancements have been made regarding safety certificate responsibility:

  1. Clearer view of who is responsible for a certificate within the certificates grid in property attributes

  2. Easy to see when changes to certificate responsibility and no gas/electric flag have been made via an automatic log in the property activity feed & journal

For more information on certificate management, click here: Certificate management

1. Clearer view of who is responsible for a certificate within the certificates grid in property attributes

From property attributes:

  • Certificate Managed By column states who the certificate is managed by - Landlord or Agent (or Not set)
    Previously this column was titled Landlord Books Certificates with entries stating Yes/No

2. Easy to see when changes to certificate responsibility and no gas/electric flag have been made via an automatic log in the property activity feed & journal

  • Changes to certificate responsibility settings (i.e. landlord/agent/not required) are automatically logged in the property activity feed & journal

  • When more than one change is made, this will be shown as one entry (as seen in example below)

  • Changes to the no gas/electric flag (tick box) within property/tenancy screens is also logged in the property activity feed & journal

Property Activity Feed

Property Journal (in Detail Change section)

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