How to set-up new management checks (via configuration)

Owned by Fiona Wilson
Last updated: Jun 17, 2022
2 min read

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

This article outlines how to get access to the configuration screen to add, amend or update the default content of new management checks, seen by your users

Access to configuration screens can be given on request to super users or key contacts within your organisation

How to use the new management checks is covered in this guide

Before making changes to AgencyCloud configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

A key contact can request access to self-service options by contacting Reapit Support here

1. Access Setup Checks

  • Click your user name / office / picture at the top of the main menu to view the System menu

  • Click Configuration and select Setup Checks

    The Setup Checks/Agreements screen will be displayed

 

2. Setup Checks/Agreements screen

This screen allows you to add and update your default new management checks.

  • In the View section, select Estate Management Checks
    The current checks in place are displayed

To add new checks:

  • Click the Add button
    This action clears the right side of the screen, ready to add the new check details

To edit an existing check:

  • Select the check on the left

  • Make changes on the right

  • Click Save

When hovering over the checks on the left, a double-headed arrow icon is displayed - clicking and dragging over this icon allows the order of how the checks are displayed to be determined

The following settings are available:

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 new management checks screens

Offices

Choose which offices can use this option - 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

Required for deposit release

When ticked, any deposit will be prevented from being released until the selected check is marked as Complete, as outlined here

3. Save changes

  • Click Save, then click Yes to confirm