Creating an inspection
The typical workflow for creating a tenancy's first inspection would be when creating the tenancy, either from a lettings application or directly from a property. However once a tenancy has been set up, future inspections will typically be created when completing an existing inspection by selecting a new due date, which will generate a new inspection. It is also possible to create an inspection manually from a tenancy.
It's important to note that on the initial generation of an inspection, the inspection hasn't actually been booked, you have just set the due date and the status will be 'need to book'.
Generating an inspection when progressing a lettings application / creating a tenancy direct
When progressing a lettings application, for a Fully Managed tenancy, you will be asked to set an inspection due date in the 'tenancy agreement' tile. If a date is entered here, when the tenancy is created an inspection will generate with that due date, with the status 'need to book'.
When creating a tenancy directly from a property page (bypassing the lettings application process), for a Fully Managed tenancy, you will see the same option to select an inspection due date.
The default date that shows here is determined by your inspection settings for 'first inspection after tenancy start date'.
Manually creating an inspection
To create an inspection manually, head to the tenancy page, click 'inspections' and then 'create inspection'.
You will then be asked to set a due date and an inspection will then generate with that due date, with the status 'need to book'.
Creating a new inspection after completing an existing inspection
When completing an existing inspection, you will see the option to set a new due date for the next inspection. Doing this will generate that inspection ready for the future with the status 'need to book'. For more information on completing an inspection, see here.
If you see a banner warning you about an existing inspection scheduled for the future, you should check this scheduling another inspection, otherwise you may end up with duplicates.
Next step
Once an inspection has the status 'need to book' you can move to the next step, scheduling the inspection.
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