To serve notice on a rent account

Parent Previous Next

The procedure to serve notice on a rent account is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement against which an account notice is being served. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Double-click on the specific account against which notice is being served. The Account Details window is displayed.
  7. Click on Actions. The Actions tab is activated.
  8. Click on New Action. The New Action window is displayed.
  9. Using the Action drop-down field, select the Notice parameter value i.e. the action to be linked to the account 3.
  10. Enter the Action date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the notice is served.
  11. Use the Action notes field to add any contextual information that is relevant to a notice having been served on the account.
  12. Complete all additional fields associated with the Notice action type. An explanation of each available field is summarised in the table below.
  13. Click on Confirm. The action to serve notice on the rent account appears as a new entry in the Actions summary table.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only actions matching the arrears policy linked to the account will be available for selection.


Action Field

Description

Format

Served date

The date on which the notice is served.

Date (DD/MM/YY or DD/MM/YYYY)

Served by

The name of the end user by whom the notice was served. (The system preference Served By Functional Unit can be utilised to restrict those end users that are available for selection i.e. the displayed staff members will be automatically filtered based on the chosen Functional Unit subset.)

System User Record

Serve method

The communication method by which the notice was served e.g. by post, by hand, etc.

Lookup Parameter

Effective date

The date defining the duration of the agreed notice period.

Date (DD/MM/YY or DD/MM/YYYY)

Expire date

The date on which the notice outcome takes effect.

Date (DD/MM/YY or DD/MM/YYYY)


See related topics...

Rents account action management overview

To disable a rent account notice

To add a court application to a rent account

To serve an eviction order on a rent account

To define the user profile

To define a system preference value

Using the search facility