New management checks & changing estate status
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines how to set-up new management checks
Once checks are complete, the estate status can be changed from Provisional to Under Management - a Management Lost status is also available
1. Accessing new management checks
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2. Completing new management checks The types of check displayed is dependent on how your business have chosen to set this up
 | - Click the paperclip icon beside the check to access the Document Management screen: - Click Add - Browse to your document or click and drag the document over the above window - The Rename field allows you to change the document name and Type (as you want it to appear in the above window) - 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 - Hover mouse pointer over the check to move |
3. Updating & completing checks
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4. Moving to Under Management status
 To access the Management Checks screen:
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5. Management Lost status When you are no longer managing a site:
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