Care flag Configuration

This article will explain how to add a "Care Flag" within the settings, how they link to the task types and how to use them.

Note: This feature is currently within Lettings only.

TABLE OF CONTENTS

• Flag configuration location
• Getting the task details
• Creating a flag
• Using the Flag

Flag configuration location

To get to the Care Flag configuration:

1. In the side bar select "Settings".
2. Then click "Flags".
3. From here you can select what area of the system you wish to add your flags.

Note: This article will show the creation of a flag for Properties but the process is the same for Customers and Shortlists.

Getting the task details

This section will explain how to add a flag to a property.

Before adding the flag you need to have the details of the task that it will link to, to do this :

1. Select "Tasks" within the Settings.
2. Find the task you wish to use for the flag.
3. Take a note of the Name, Sequence of the task type and sequence of the question (ex. Local lettings plan in place, 50 and 250).

Note: If you need to add an additional task for your care flag please see Tasks and Task Groups

Creating a flag

You can now create the Flag using the task details above.

1. Select "Flags" in the settings menu.
2. Select "Lettings Properties".
3. Click the "+" Symbol
   • Flag name = What icon would you like to show for the Flag when triggered
   • Element code = "Code" from the task type
   • Sequence = Sequence from the question within task setup
   • Group = Sequence from the task type
   • Tooltip = What wording you want to show when hovering over the icon
4. Select "Save" to save the flag.

Using the Flag

1. Select the property that you wish to add the flag to.
2. Select "Yes" on the relevant task question.
3. Save your changes.
4. Refresh the page.

Your property flag will then appear at the top of the screen. 

Did you know: You can have multiple flags on a property, uses could be for a sensitive let, local lettings plan, or if there was ASB within a certain block that staff members need to be aware of.