Turning On Planned Maintenance View For Director, Leaseholder or Landlord Profiles + Compliance for Directors Dashboards

TABLE OF CONTENTS

• Lettings
• Block and BTR/PRS

Lettings

As an agent using a Lettings Professional system, you have the ability to allow your landlords to have oversight of the works planner tab at their properties.

To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance: 

Make sure you hit save!

From the Landlord side, they will be able to click 'My properties' to enter their properties, and view the works planner, as shown below: 

Block and BTR/PRS

As an agent using the Block and Build to Rent systems, you have the ability to indicate Leaseholder profiles as building Directors.

This allows you to send quotes for approval to these individuals. In addition, you can also allow Directors (created from Leaseholder profiles, guide here) to view the planned maintenance works planner for their building(s).

To turn this setting on, go via 'Setup' and 'Settings', scroll towards the bottom and click on Planned maintenance: 

From the Director side, they will be able to click 'My blocks' to enter their building(s) and view the works planner, as shown below: 

Directors/Leaseholder Profiles - Block

You will be able to determine if you wish to show the blocks' compliance in your directors/leaseholders dashboard. 

(If you want to know how this dashboard looks, please take a look at this article)

The way to amend this would be by navigating to the left-hand side menu > setup > settings > issue settings > planned maintenance > Allow leaseholders to view the works planner for their buildings > select No if you do not wish them to have visiblity of this, select yes if you wish to grant them access to see how compliant their buildings are want.