Understanding the Property Summary

The Summary page provides an at-a-glance view of the most important information held for a property.

Open the Summary

1. Open Properties → List Properties and select the required property.
2. Select the Property tab.
3. Select Summary from the secondary navigation.

Information displayed

The Summary brings together information from several parts of the property record, including:

• the property identifier, housing group, block, scheme type and address;
• current tenants and key property classifications;
• the Housing Officer, Service Manager, Project Leader, Managing Agent and Management Company;
• acquisition, housing-management and lease information;
• the property’s main photograph; and
• module-specific information where the relevant module is enabled.

A warning is displayed when the property does not have a valid Energy Certificate and has not been marked as exempt.

Update Summary information

Where editing is available and you have the relevant permission, use the edit control for a section to update its information. Select Update to save the changes.

More detailed information is available under Property Details. Notes, Care Alerts, Voids, Keys, Photos and Map are available from the Property secondary navigation.

Property actions

Actions such as cloning, archiving and deleting the property are available beside the secondary navigation, subject to your permissions.