Settings and activity
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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?
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Catherine
commented
Please add a compliance tab to the creditor file so we can track contractors insurance and license details and can set reminders to chase them up for the updated certificate of currency annually.
Catherine
supported this idea
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10 votesCatherine
supported this idea
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5 votesCatherine
supported this idea
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Compliance tab under creditor file. Could there be an automated email sent to the creditor advising them to send up their renewed insurance? or could there be an automated notification to the Property Manager that the insurance is about to expire and a task be set to update the new insurance details?
And a report that can be generated with expiry dates so this can be audited easily every month