To view the agreement details for a tenant in an ASB case

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The procedure to view the agreement details for a tenant in an ASB case is as follows:

  1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
  3. Click on Contacts. The Contacts tab is activated, revealing a list of all contacts and contact groups associated with the ASB case in the Case Contacts summary table.
  4. Highlight the row matching the contact or contact group for which a rent agreement exists.
  5. Click on Contact Summary. The Contact Summary window is displayed.
  6. Click on Agreements. The Agreements tab is activated, revealing a list of all agreements associated with the contact in the Agreements summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
  7. Click on Close.


Tip

1 By default, all agreements are displayed chronologically, by start date; to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.


Field

Description

Agreement Start Date

The date on which the rent agreement commences.

Agreement End Date

The date on which the rent agreement expires, if relevant.

Agreement Reference

The unique agreement reference number.

Responsible Members from Contact Group

The individual members of the linked contact group identified as responsible for the rent agreement.

Type of Agreement

The classification of the agreement e.g. Rental Agreement, Sundry Agreement, Starter Tenancy, Fixed Term Tenancy, etc.

Tenure

The arrangement under which the tenant occupies the asset within the terms of the agreement e.g. Assured, Secure, Fixed Term, Licence, etc.

Sundry Type

The sundry type associated with the agreement (where applicable) e.g. Court Appearance, Grass Cutting, Meals On Wheels, etc.

Account Balance

The total amount of current rent payable on the asset or service, in accordance with the agreement.


See related topics...

ASB contact management overview

To view the legal proceedings relevant to an ASB case

To view the communication details of a contact in an ASB case

Using the search facility