Checks & agreements - how to set-up & maintain

From main menu:

• Click user name/office top left of main menu

• Select Configuration and click Setup Checks/Agreements

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• The Setup Checks/Agreements screen will be displayed

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From Setup Checks/Agreements screen:

To add a new check/agreement

• Click the Add button (top left) - this action clears the right side of the screen, ready to add the new check details
  For information on how to configure a new check/agreement, see relevant section below for the check/agreement type you are adding

• Click Save (top right)

To edit an existing check/agreement

• Select the check on the left

• Make changes on the right
  For information on how to configure a check/agreement, see relevant section below for the check/agreement type you are editing

• Click Save (top right)

Open

From the Setup Checks/Agreements screen:

• Select Pre-Tenancy Checks

Open

Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Required for deposit release

When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined in the Knowledge Base guide: Link post-tenancy checks to deposit/bond release - configuration optionPreview

Security

To restrict a check to specific users, a security group can be specified

When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it

Security groups are set-up and managed by Reapit Support

From the Setup Checks/Agreements screen:

• Select Post-Tenancy Checks

  Open

  

Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Required for deposit release

When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined in the Knowledge Base guide: Link post-tenancy checks to deposit/bond release - configuration optionPreview

From the Setup Checks/Agreements screen:

• Select Pre-Instruction Checks

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Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Applies to

Allows you to choose which marketing mode(s) the check is to be offered on (i.e. sales and/or lettings)

Type

Select which type of checklist(s) the selected check is to be used for
i.e. New Instruction and/or Re-let
Re-let checklist functionality is a configuration option available from version 12.156+, as outlined in the Knowledge Base guide: Re-let checklist - configuration optionPreview
As well as adding checks here, it also needs to be enabled in System Configuration by Reapit Support Click here to contact Reapit Support to request this

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Optional

When ticked, allows the selected pre-instruction check to be left incomplete in order to change a property status to for sale/to let, as outlined in the Knowledge Base guide: Optional pre-instruction checks - configuration optionPreview

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Security

To restrict a check to specific users, a security group can be specified

When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it

Security groups are set-up and managed by Reapit Support

From the Setup Checks/Agreements screen:

• Select Offer Checks

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Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Required for deposit release

When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined in the Knowledge Base guide: Link post-tenancy checks to deposit/bond release - configuration optionPreview

Security

To restrict a check to specific users, a security group can be specified

When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it

Security groups are set-up and managed by Reapit Support

From the Setup Checks/Agreements screen:

• Select Estate Management Checks
  This option will only be displayed when Block Management functionality is enabled

  Open

  

Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Required for deposit release

When ticked, the tenancy deposit/bond will be prevented from being released until the selected check is marked as Complete, as outlined in the Knowledge Base guide: Link post-tenancy checks to deposit/bond release - configuration optionPreview

From the Setup Checks/Agreements screen:

• Select Certificate Checks

  Open

  

Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Type

Choose which certificate types this check will be required for
e.g. Gas Safety

Status

Allows a status to be set for the specific certificate type - as explained further in this Knowledge Base guide: Set certificate status & status-related certificate checks - configuration optionPreview

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

Security

To restrict a check to specific users, a security group can be specified

When set, users in the security group will be able to access and use the check as normal, whereas users outside of the security group will only be able to view the check progress with no ability to update it

Security groups are set-up and managed by Reapit Support

From the Setup Checks/Agreements screen:

• Select Renewal Checks

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Code

Leave blank - code will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

From the Setup Checks/Agreements screen:

• Select Supplier Checks

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Code

Leave blank - code will be automatically added when saving

Applies to

Select whether the check is to be made available to core suppliers or non-core suppliers, or both - one/both options must be selected - for more information about core suppliers, see the Knowledge Base guide: 'Core' and 'on hold' suppliers - configuration optionPreview

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted)

Name

Text displayed to users in the check screen

Offices

Choose which offices can use this check - leave blank for all

Type

Select specific supplier type(s) who can use the check, or leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the check and also remove it - unticked means the check cannot be changed or removed

Attachment required

When ticked, a document needs to be uploaded for the selected check before it can be marked as complete

Exclude status ‘Not Needed’

When ticked, prevents the user from marking a check as Not Needed

Enable required by date

When ticked, a ‘required by' date can be added to the selected checklist item - when a date is entered, the item can be reported on by ‘required by’ date, allowing overdue items to be identified, as outlined in the Knowledge Base guide: Set 'required by' date on checklist items to identify overdue items - configuration optionPreview

From the Setup Checks/Agreements screen:

• Select Milestones

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Code

Leave blank - will be automatically added when saving

Inactive

If a check is no longer in use, select the check type on the left of the screen and tick the Inactive box, top right (checks cannot be deleted

Name

Text displayed to users in the Milestones screen

Offices

Choose which offices can use this milestone - leave blank for all

Allow user to edit/delete

When ticked, users can make changes to the title of the milestone and also remove it - unticked means the milestone cannot be changed or removed

Enable required by date

When ticked, a ‘required by' date field can be completed for the selected milestone

Required before exchange

When ticked, the property status cannot be changed to Exchanged until this milestone is complete

Statuses

The status options that should be offered for this milestone
These options are set in System Configuration - Enterprise customers can request specific status options by contacting Reapit Support

Completion Statuses

From the status options set in the Statuses option above, select the options which will make the current milestone complete (e.g. Received, Approved etc.)

Requires Attachment

If a document needs to be uploaded for the selected milestone, select the status option at which a document is required (e.g. Received)

To setup rent review checks:

• Click Configuration and select Setup checks/agreements

• Click Rent Review Checks

  Open