Reported Findings provide a streamlined way to view and manage all issues identified during property services, without needing to open each service report. This centralised view helps you quickly understand what needs attention and take the necessary steps to fix it.
What is a reported finding?
A Reported Finding is an issue found during a service that requires attention. It may relate to:
- Faulty or non-compliant smoke alarms
- Gas appliance issues
- Electrical hazards
- Items that don’t meet minimum standards
How do I view Reported Findings?
There are several ways to access and manage Reported Findings, depending on the level of detail you need. Whether you're reviewing a summary across all properties, focusing on one property, or managing compliance issues, each view is designed to help you stay informed and take action efficiently.
The Reported Findings page provides a complete list of all reported findings across all properties, regardless of compliance status. This central view makes it easy to monitor, prioritise, and action issues in one place, giving you full visibility over everything that needs attention.
From the Action Required menu, choose Reported Findings.
How do I resolve Reported Findings?
- Click Resolve on a reported finding.
- The resolve window is displayed.
Click the Resolve drop-down to see the resolution options. The resolution options are dynamic based on the problem item you are trying to resolve.
This option will appear if there is an existing quote.
- Opens the quote directly.
- Once accepted, the screen refreshes and the resolved findings are removed from the list.
This option also appears when a quote exists.
- Opens a window to email the quote to the landlord directly.
- The reported finding will continue to display in the list until the quote is accepted.
This button appears when the finding can be quoted but hasn't been quoted yet.
- Opens a modal displaying the property’s reported findings.
- Findings that can be quoted show an Add to Quote button.
- Findings that can’t be quoted are marked as Unable to be quoted.
Once you’ve selected the items, click Request Quote and confirm. Your request will then be sent to our team.
If you've resolved an item through a third party, follow these steps.
- Click Mark as resolved by third party.
- Select which compliance items were resolved by the third party and click Next.
- Upload related documentation and enter any relevant notes.
- Click Submit.
- Confirm the details entered.
When you mark an item as resolved by a third party:
- The finding is updated in the service report to Compliant.
- Any remaining items in a quote are updated to exclude resolved items.
- Documentation is saved in the service report and property documents.
Click Dismiss Finding to remove it from your list.
The finding will still be visible from other actionable pages, including the property profile and dashboard.
Some issues are dependent on the property's build date to determine compliance. By selecting this option and submitting the build date, our team can:
- Assess whether the issue is compliant based on the relevant standards at the time of construction
- Update the service report accordingly
- Issue a quote if rectification is required
Steps to follow:
- Enter the Property built year and some notes.
- Select the Reported Findings that the property's built year relates to.
- Click Provide additional information.
Submitting the build date will create a notification for our team to review. Once processed, any updates will be reflected on the service report or followed up with a quote if needed.
Available for specific problems, this option allows you to provide additional information. This helps our team better understand the context of the issue and determine the most appropriate next steps.
Your input ensures we can respond accurately and efficiently. Once submitted, our team will review the information and take the necessary action.
FAQ
Once a reported issue is marked as resolved by a third party, your service report will automatically update to reflect this. The update includes:
- A note confirming the issue has been resolved by a third party
- A date stamp showing when the resolution was recorded
- An updated compliance status based on the resolved issue
This ensures your records stay accurate and up to date, even when resolution occurs outside of our service.