How to Globally Change Inspections in REST Professional

Overview

You may wish to do a global change in REST Professional to change the existing inspection information recorded against the tenant and property i.e. inspection frequency, inspection charges, tenant communication settings or default settings.

NOTE: To carry out global changes you will require the highest security level access in REST and ensure all other users are logged out.

This document will cover:

• How to do a Global Change of Inspection Frequency
• How to do a Global Change of Inspection Fee Charges
• How to do a Global Change of Default Tenant Communication
• How to Change the Default Inspection Fee Charge & Frequency in Company Details

How to do a Global Change of Inspection Frequency

1. Backup your current data. Go to Files > Archive > Backup. Rename the backup i.e. BeforeInspFreqChange.Dat.zip
2. Go to Other > Utilities > Global Changes. REST Professional will prompt you to run a backup
3. Click OK.
4. Click on the Fees & Charges Tab and at the bottom of this screen you will see Inspection Frequency

5. Enter in the value of the current Inspection Frequency under the Old Value field and then enter in the New Value with what you are changing to. If you want the inspection to keep falling due on the same day of the week each time, enter the value as a Weekly frequency instead of Monthly, example: W26 instead of M6.

NOTE: By entering an asterix (*) in the Old Value field, REST will update ALL Inspection Frequencies to the New Value amount

6. Click Change and REST Professional will give you a warning message about internal accounts. Say OK to continue. REST will confirm how many Inspection Frequencies were changed

7. After the change is complete, go to Other > System Recovery and click OK-F12 to refresh the system

How to Do a Global Change of Inspection Fee Charges

1. Backup your current data. Go to Files > Archive > Backup. Rename the backup i.e. BeforeInspChargeChange.Dat.zip
2. Go to Other > Utilities > Global Changes. REST will prompt you to run a backup, click OK.
3. Click on the Fees & Charges Tab, you will see Inspection Fee Charges

4. Enter in the value of the current Inspection Fee Charge under the Old Value field and then enter in the New Value with what you are changing to. This figure is excluding GST so if your charge is $33 including GST you will enter in the New Value as 30.

   NOTE: by entering an asterix (*) in the Old Value field, REST will update ALL Inspection Charges to the New Value amount.

5. Click Change and REST will give you a warning message about internal accounts. Say OK to continue. REST will confirm how many Inspection Frequencies were changed

 

6. After the change is complete, go to Other > System Recovery and click OK-F12 to refresh the system

How to do a Global Change of Default Tenant Communication

All new tenants are created with Letter as the default communication method.

1. Backup your current data. Go to Files > Archive > Backup. Rename the backup e.g. BeforeTenantCommChange.Dat.zip
2. Go to Other > Utilities > Global Changes. REST Professional will prompt you to run a backup
3. Click OK.
4. Click on the Inspections Tab and then check the box for Tenant Communication

 

5. Enter in the current communication method in the from dropdown box and then enter in the new communication method in the to dropdown box. To change All Tenant Communications, select All in the from dropdown box
6. Click Change and REST Professional will ask if you are sure that you want to proceed. Say OK to continue. REST will confirm how many Tenant Communications were changed

        

7. After the change is complete, go to Other > System Recovery and click OK-F12 to refresh the system

How to Change the Default Inspection Fee Charge & Frequency in Company Details

To ensure that all new Property Cards are created with the correct Inspection Frequency & Inspection Fee Charge you can also change the default in Company Details.

To make this change you must have the highest security level access in REST Professional.

1. Go to Other > Utilities > Company Details
2. Click on the Defaults tab
3. In the Inspection Fee (Excl) and Inspection Frequency boxes enter the new default amount

4. Click OK-F12

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http://rockend.com.au/REST-Knowledgebase