Those located in Asia-Pacific and Europe will use the termTenants, where customers located in North America will use the term Leases. For more information on regional terminology, refer to this article or contact support.
Review types are the types of values that can be selected when adding new rent reviews They can be specified to calculate the review by percentage if required.
Manage available Review Types by clicking Settings on the green main menu, then selecting Review Types in the General section. Review Types can also be added when working within Rent Review records.
Managing Review Types in the Settings Menu
Review Type List
Adding a new Review type
To add a new rent review type, click on the 'Create New Review Type' button.
- Enter the Name
- Select the 'Review is calculated by percentage' box if required.
- Click on 'Save review type'
Importing Review types
To import a file with Review types:
- Click on the 'Import' button
- Use the 'Browse' button to select a file
- Verify that the contents are acceptable, by looking at the message panel on the right. If the check marks are green then the row will be imported.
- Click on 'Import' to import the values
To edit a review type:
- Click on the name
- Make any changes to the name
- Select the 'Review is calculated by percentage' box if required.
- Click 'Save review type'
Archiving a Review type
To archive a review type:
- Click on the Name
- Click on the 'Archive' button
- When asked if you are sure, click on the 'Archive this review type' button
Un-Archiving a Review type
To un-archive a review type:
- Select the 'Archived Review Types' tab
- Click on the 'Restore' link next to the name
- When asked if you are sure, click on the 'Restore this review type' button
Adding a Review Type from a Rent Review record
When selecting the Type for a Rent Review, select Add new at the end of the list to add another option.
Type a name for the new Review Type and if applicable to this type of review, tick the Review is calculated by a percentage tick box.