To assign a communication definition to an agreement type

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The procedure to assign a communication definition to an agreement type is as follows:

  1. Navigate to Quick Menu > Rents > Configuration > Rent Review. The Rent Review window is displayed.
  2. Expand a rent charge review status heading from the alphabetical list and select an associated cycle or type the description directly into the Search Rent Review field. By default the list is filtered to show Open rent review cycles. An alternative filter can be applied using the Select view drop-down field: In Progress, Selection Complete, Applied, Part Applied, Notifications Generated, Cancelled or All 1.
  3. Click on Finalise. The Finalise tab is activated.
  4. Using the Model drop-down field, select the desired model from which the applied rent charge values will be communicated to the tenants 2. A list of all matching agreement types are displayed in the Communications summary table.
  5. Double-click on the first agreement type to which a communication definition will be assigned. The Communication Definition window is displayed.
  6. Using the Communication definition drop-down field, select an appropriate communication for the agreement type 3.
  7. Click on Confirm. The assigned communication definition is displayed in the Communications summary table for the agreement type selected.
  8. Repeat steps 5 through 7 to assign communication definitions to further agreement types within the same rent review model, as required.
  9. Click on Save.


Note

1 The Search Rent Review field will match against any component of the cycle description.

2 Notifications can only be generated to communication queues where the rent review model status is set to Applied.

3 All components of a communication - the format, the style, the recipient-specific fields (merge tags), the output channels (Letter, Email, Text Message), the designated queue - are controlled within the communication definition.


See related topics...

Rents management communications overview

To generate notifications for a rent charge review

Communication definition management overview