1. Adding Right to Rent details for tenants
To add Right to Rent information to a tenant record:
Go to Tenants > View tenants
Locate the tenant in question
Click the pencil icon to edit the tenant record
Within the Tenant Details tab, update the Right to rent field as required
If set to Yes (Time Limited), an expiry date field will appear for users to populate (shown below)
2. Adding Right to Rent details for permitted occupiers
To add Right to Rent information for a permitted occupier:
Go to Tenants > View tenants
Locate the tenant in question
Click the pencil icon to edit the tenant record
Within the Contact/Dependencies tab, update the Right to rent fields as required for any contact/dependency set as a permitted occupier
3. Tracking Right to rent expiries
Go to Admin > Export
Click on All tenants
Within the export, a tenants Right to rent information pulls through within the Tenants tab under columns AZ and BA, with the Permitted occupiers tab showing all Right to rent information entered for Permitted occupiers
Users can then sort the expiry date column so that those due to expire are brought to the top of the list
Note: this export pulls through all current and past tenants so we would recommend filtering the Tenant status column to exclude past tenants.