How to set-up new management checks (via configuration)
- Fiona Hardy
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:
New management checks & changing estate status
Before making changes to configuration, the relevant guidance provided in this section should be read thoroughly - any changes made to configuration that impact the operation 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
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2. Setup Checks/Agreements screen This screen allows you to add and update your default new management checks.
To add new checks:
To edit an existing check:
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
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