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How can I add and remove a gas certificate date reminder?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you where you can add a gas certificate reminder date on the Property Information, how you can manage your gas safety certificates in advance of the due date from the Organiser, and how you can remove the gas certificate reminder date field should a property have no gas.

This article includes: 

Add a gas certificate due date

Gas certificate reminder dates are added on the Property Information record.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. Add a date in Gas Cert Due
  5. Click the disk icon, Save this record, on the toolbar

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Gas certificate due date removal

If there are some properties which have no gas supply, the gas certificate due date field (Gas Cert Due) can be removed. This feature is set up in User Defaults.

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Preferences
  4. Click Dates
    1. In Gas Certificate Reminder Date, click the dropdown menu and select the same User Definable Date Text number as shown in the Property Information Page list. In this example, User Definable Date Text 2
    2. Click Save and Exit
  5. Click Close
  6. Click Close

After you have set up this default, each time you make changes to a property where the Gas Cert Due date is blank, you will be reminded to either add a gas due date or remove it, if there is no gas supply. 

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You can then remove the Gas Cert Due date on the Property Information.

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click on the Property
  4. The Gas Cert Due date field remains blank
  5. Click on the Utilities tab
    1. Remove the tick in Gas Supply Available
    2. The Gas Cert Due date field will be removed
  6. Click the disk icon, Save this record, on the toolbar

Manage gas certificates due

If a Gas Cert Due date is added to the Property Information, you can manage the arrangements to renew the certificate ahead of its due date. These reminders appear in your Organiser.
For more information on How do I add and manage reminder dates on a tenancy or property, click here