Safety certificate checklist - configuration option

1. Access checklist

A certificate checklist can be accessed when adding/editing a certificate

From the property attributes panel:

• Click Certificates link and add/edit certificate
  
  When adding a new certificate and clicking save, the Checks section will become available
  

• Click the link beside Checks

2. Completing checks

The types of check displayed is dependent on how your business have chosen to set this up

• Use the link to the right of the check to update its status- options are: Needed, Not Needed, Sent/Arranged, Completed

• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title

• The paperclip icon beside the check allows you to attach associated documents, plus the order of the checks can be changed - see 2a

2a. Attach associated documents & re-order the checklist

To attach associated documents

• Click the paperclip icon beside the check to access the Document Management screen

  

• Drag and drop your document over the above window, or click Add and browse to it

• Document Properties is displayed allowing you to Rename the document and change its type
  This determines how it appears and how it is categorised in the Document Management screen

  

• 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

• Check documents can also be viewed via the tenancy Letters screen

  • Tick Include documents from checks

    

To change the order of the checklist

• Hover mouse pointer over the check to move

• Click and drag the double-headed arrow icon on left of screen to move the check

3. Updating & completing checks

• Hovering over each check shows who last updated it and when

• A tick is displayed next to completed checks

  

4. When all checks are complete

When all checks are complete, the Checks link will indicate this

• Click Checks to access the checklist

5. Reporting

Certificate checks can be reported on via Power Reports

From Power Reports:

• Select Property Report type for Lettings

• Click Show More

• From Linked Records, select Certificates

• Click Pick Certificate Criteria

• From Linked Records, select Checks

• Click Pick Certificate Check Criteria

• Select the required check criteria for the report (options are shown above)
  Other criteria can be added to narrow down the report results, such as reporting on a specific Office and/or on properties with a specific Lettings Status