Checklists

Checklists help to ensure that specific processes and checks are being followed and logged in AgencyCloud
A range of checklist types are available and contain items specific to your business requirements

Users are required to mark off items as needed/not needed/in progress/completed - for some checklist types, items can be mandatory or optional and can also require documents to be uploaded as part of the check

The following checklist types are available, click the link for more information on each type:

• pre-instruction

• re-let

• pre-acceptance offer

• pre-tenancy (see step 3)

• post-tenancy (see step 5)

• renewal

• certificate

• supplier

• management (for block management)

Set 'required by' date on checklist items to identify overdue items - configuration option