Appliances (block management)

Owned by Fiona Wilson
Last updated: Jan 18, 2023
3 min read

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

This page outlines how to add details of appliances held on an estate - details of appliances can can be added for a whole estate or a specific block within that estate

1. Access Appliances section

From the Estate record:

  • Click Appliances in the bottom section of the screen
    Existing appliances are displayed, organised by estate/block

  • Double-click to view more details and/or edit

2. Add new appliance

From screen shown above:

  • Click  to right of Appliances panel

    • If using AgencyCloud 12.159+, see step 2a

    • If using AgencyCloud 12.158 & below, see step 2b

2a. Add appliance - AgencyCloud 12.159+

The following screen is displayed:

  • Type: select an appliance type from the list (or click to add)
    A custom list of appliance types can be set-up by Reapit Support - click here to request this

  • Make: select the appliance make from the list (or click to add)

  • Model: select a Model from the list (or click to add)

  • Where known - enter Serial Number plus Bought on and Warranty expiry dates

  • Capped: tick to indicate when an appliance is no longer in use

  • CO Alarm required: tick to indicate when the appliance requires a Carbon Monoxide alarm/detector

    • When CO Alarm is ticked, Appliance Location also needs to be completed

  • Block: select the block the appliance is located in

  • Notes: enter any notes regarding the appliance, as required

  • If needing to store associated files, such as warranty information: click Documents (top left) to access the Document Management screen

Save the appliance

When all information has been added:

  • Click Save (top right) and exit the screen
    The newly added appliance will be shown in the Appliances grid (seen in step 1)

  • To add further appliances, repeat as above

2b. Add appliance - pre-AgencyCloud 12.159

The following screen is displayed:

  • Select a Description from the list (as shown above)
    Descriptions already added are displayed to select from - if not listed, click

  • Select a Make from the list (as shown above)
    Makes already added are displayed to select from - if not listed, click

  • Select a Model from the list (as shown above)
    Models already added are displayed to select from - if not listed, click

  • Enter the relevant information, as required, in the right side of the screen

    • Capped should be ticked when an appliance is no longer in use

    • CO Alarm required should be ticked when the appliance requires a Carbon Monoxide alarm/detector - when ticked, the CO Alarm Location also needs to be completed

  • If needing to store associated files, such as warranty information - click document icon (top right) to access the Document Management screen

Save the appliance

When all information has been added:

  • If more appliances need to be added:

    • Click Add Another (top left)
      This will save the appliance just added and clear the screen ready to add the next one

  • When all appliances have been added:

    • Click Save button (top right) and exit the screen
      The newly added appliance(s) will be shown in the Appliances grid (seen in step 1)

3. Sorting & filtering options

Sorting

  • Click a column heading to sort by that column
    e.g. Make, see right

  • An arrow will be displayed to indicate the sort order of the column (click again to reverse the sort order)

Filtering

  • Hovering over a column heading may also display a filter icon
    e.g. Make, see right

  • Click the filter icon for the option to filter the information shown