Adding, viewing, reporting and being notified of expiring, expired and missing certificates

A certificate is a special type of document that has an expiry date and where it is important that as a property manager  you are notified. A certificate can be added either at property, unit or tenancy level. “Ensure the certificate is added at the correct level”

tenancy-compliance

 

* A copy of the document uploaded to a certificate will also add a copy to the documents area of the property, unit or tenancy. 

This article is linked to understanding documentation

Telling Arthur of certificate requirements

Arthur has the ability to tell you if your missing certificates at property and unit level. This is a very useful function as you may have forgotton to add details to a property and unit which in turn will result in forgetting to renew.

Where to add certificate requirements:

  1. When adding properties and units. This is linked to adding properties and units
  2. Editing properties and units

Adding a certificate

Step 1

Which ever level your at go to certificates>add

adding-arthur-certificate

 

Or from the index page

 

 

Step 2

Mark as completed is set as default. If you untick it will show in missing certificate. This can be used because you want to later add the actual document

A copy of the certificate document will also be placed into the documents folder.

certificate-documents-folder

 

 Notification of expiring and missing certificates

Dashboard

 

Certificates from left hand menu

Create a Report

Create a certificate report. This section is linked to creating a report .

 

Notifications/Email reminders/automated Tasks

This section is linked understanding automated event and actionsGo to Settings>Your Account>Automated Events>Certificates

Arthur is set up with some default actions  and send you emails when the certificate is due to expire:

  • Certificates Added
  • Certificates Expired Today
  • Certificate Expires in 30 Days
  • Certificate Expires in 7 Days

manage-automated-events

 

Handling an Expiring Certificate

Once a certificate has expired or is expiring there are a number of options. To view expired change the filter of the status on the page below

  1. Delete or Archive the existing certificate and replace with new certificate
  2. Extend existing certificate date and add new certificate document

 

Being notified of an expired certificate

This is linked to understanding manual events

Handling a missing certificate

Arthur will show missing if a certificate is not added to the information and certificate marked as completed is ticked. If you do not want to upload the actual certificate simply mark as completed and the missing certificate will be removed from the list.

Index page of missing certificates>dropdown

 

Edit certificate from within this page>add certificate and marked as completed

 

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