Support Center

Locata Lettings System (2)

• Locata CBL Introduction
• How to print articles

Locata Screens (13)

• Locata Pro Screens Overview
• Locata First Time Login Screen
• Locata HOME Screen
• Shortlists Screen
• Properties Screen

How does Locata Pro work (10)

• Cycle and Data Processing Areas
• The Members
• The Properties
• The Freesheet / Property Listings
• The Members Bidding

Member (Applicant) Management (19)

• Document Capture Facility
• Document Capture Facility V2

• Member (Applicant) Management Overview
• Online Applications
• Duplicate application forms submitted
• Duplicate Records Removal
• Assessment

Targeted Housing Options (THO) (13)

• Targeted Housing Options Overview
• THO Websites
• Campaigns
• Campaign Manager
• Campaign Wizard

Property Management (16)

• Property Management Overview
• Property Management
• Finding and Creating Properties
• Property Records
• Address Tab

Advert Management (13)

• Advert Management Overview
• Advert Mangement Process
• Creating Adverts
• Problem Adverts Explained
• Hard to Let, Cross Partner Properties (Multi-Partner Schemes)

Daily Bidding (12)

• Daily Bidding Overview
• Creating Properties
• Nominating Authority
• Location
• Advert Group

Shortlisting & Nominations for Local Authorities (18)

• Shortlisting for Local Authorities Overview
• Shortlist Management
• Closing Bidding
• Sending Nominations to Landlords
• Add Member Directly

Shortlisting for Landlords (19)

• Shortlisting for Landlords Overview
• Shortlist Management
• Let Direct
• Receiving a nomination
• Key to Shortlist Toolbar

Tasks (11)

• Tasks Overview
• Navigation to the Tasks Screen
• The Task List Screen
• Verifying a member directly for a shortlist
• Creating a Task

Review Module (10)

• Review Module Overview
• Re-Registration process - On line
• No, my circumstances have not changed
• Yes, my circumstances have changed
• Sending monthly reviews

Customer Relationship Management (CRM) (9)

• Customer Relationship Management (CRM)
• Searching for a Member
• Member Search Tips
• CRM Icons and Functionality
• Toolbar Actions Section

Journals (10)

• Journals Overview
• Journals
• Assigning Catagories
• Important, Partner Only and Confidential Entries
• Attaching and Uploading Files

Letter Generation (14)

• New Letter, Email and SMS Text Generation Overview
• Letter, Email and SMS Text Templates
• Managing Templates
• Creating New Templates
• Adding Elements

Reports (9)

• Reporting Overview
• Reports
• Report Generators
• One Click Reports
• Example simple report

Security for Managers (9)

• Security for Managers Overview
• Roles, Permissions and Partners
• Example security account setup
• Delete a user
• Resetting Passwords