Running Reviews

Created by Rebecca Jolly, Modified on Thu, 6 Feb at 1:36 PM by Iain Silverton

The Reviews Manager bolt-on helps Housing teams to ensure housing register applicant details remain up-to-date and accurate, inactive Applicants are removed automatically and applicants who no longer wish to be on the register are removed automatically.

This article includes how to create a reviews report within the LocataPro Lettings module, how to send bulk correspondence to those within a report and how to run the reports.

TABLE OF CONTENTS

Create the Report
Add a Bulk Mail Job
Running the Report

Create the Report

To create a report on Lettings:

Select the "Report" on the left side of your screen
Click "Generic List Report" and select "Applications" from the ‘Report On’ drop-down menu
Select the "Review Policy Status" filter question and then choose the filter you would like (for this example I chose "Waiting to be sent", so it will give me all those that are waiting to be sent a review). You can add more filters if you wish
Then click "Run Report" and you will be given a set of results

Add a Bulk Mail Job

To send correspondence to those within a report:

Click the "Mail" icon in the tool bar and select a template
You will then be asked to configure this bulk mail job as you wish – you can choose frequency/day to run/time to run and the action to do upon completion of this bulk mail job
In this example I am choosing to run my job manually so I am not setting up any of timing fields and the action I am picking is "Mark as review sent"

Running the Report

After saving the changes, you can click "run" if you have chosen to set it up as a manual job, this will run the report and send the template out to all clients from the report result and mark them all as review sent

If the report has been chosen to run at a certain time and date, the job should run at that time and date automatically

Did you know: You can click the download button to preview what is being sent before sending it. If you later want to change how the job works, you can come back and edit the frequency and the action(s) upon completion.