Settings and activity
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29 votes
Karen Hartmann
supported this idea
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
An error occurred while saving the comment Karen Hartmann
supported this idea
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64 votesKaren Hartmann
supported this idea
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1. I think adding a Compliance Tab to the existing Creditor Profile would be best to keep all the information for a Creditor in the same place, easy to find. Also be able to drag and drop documents into the Credits Compliance Tab.
2. I’d like to see a warning email sent when the compliance item has expired or about to so it can be chased up and the new details provided before any more work orders are issued.
Also the ability for the system to send automatic requests and reminders to the Creditors to provide updated compliance details for PL Insurance, Licences etc