Settings and activity
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6 votes
Sarah Walters
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15 votesSarah Walters
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17 votesSarah Walters
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56 votesSarah Walters
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28 votesSarah Walters
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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?
Sarah Walters
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5 votesSarah Walters
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25 votesSarah Walters
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131 votesSarah Walters
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305 votes
Update: Additional fields have been added to the ‘Status’ drop-down under Communications History to give you more details on email delivery status, this is available to you now. We are continuing to investigate other areas to better notify you of any sending failures.
Sarah Walters
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Agreed, it would be helpful if compliance items coming due would appear in alerts.
However, I'd like to see an option on each compliance item eg. a check box, that allows the user to set whether there will be a reminder. Checking this box could automatically enter a note on the property tab with a reminder date.
Following on this, there could be an option on each category to make it a default for a note reminder to be created. So for example you may want smoke alarms to always have a reminder.
Could even be achieved with a dashboard item so you can see compliance activities on the main screen instead of using alerts. Agencies with large rent rolls could easily get notification fatigue if their alerts bell is constantly showing lots of reminders.