Smoke Alarm Testing Services Integration

Overview

Smoke Alarm Testing Services Integration

Smoke Alarm Testing Services is an independently owned (separate to Reapit PM) company that offers compliance services.

This integration allows automation of your compliance requests from PM to Smoke Alarm Testing Services.

It will also automatically receive the compliance certificate back into PM and the invoice will be automatically received into the Bills Workflow.

It will automate 3 different lead types; new tenancy leads, vacating leads, and lease renewal leads.

Please note SATs will only complete services that are required as per legislation.

Note: Administrator permission is required to activate integrations

Adding the Smoke Alarm Testing Services Integration

To activate the Smoke Alarm Testing Services integration

1. Click on Marketplace.
2. Click on the Smoke Alarm Testing Services.
3. Click Add to Reapit PM.
4. Complete the activation wizard following the directions on screen.
5. Go to Smoke Alarm Testing Services client portal to activate the integration. Go to the menu item ‘Integrations’ and locate the Reapit PM tile. Paste the API key here to activate.

Assigning compliance to a partner - New Compliance

Following the completion of this process:

• The Compliance instruction is automatically sent to Smoke Alarm Testing Services.
• When a compliance certificate is issued, it will automatically be added to the compliance item in Reapit PM with the last inspected and expiry dates updated.
• It is then ready to be finalised in the Workflows’ tab in PM under Compliance.

1. Click on Property.
2. Click on the required property type.
3. Select the property from the property screen
4. Click Add New in the compliance section.
5. Add the item as Smoke Alarms, Electrical Safety, Blinds or Water Efficiency.
6. Under Assigned To, select Integration Partner then under Integration Partner select Smoke Alarm Testing Services.
7. Click on Save.

Assigning compliance to a partner - Existing Compliance

When a compliance certificate is issued, it will automatically be added to the compliance with the last inspected and expiry dates updated. It is then ready to be finalised in the compliance workflow. (Go to the ‘Workflows’ tab in PM and select ‘Compliance’).

1. Go to the properties compliance items located at the bottom of the property page and click on the existing compliance item you would like to reassign.
2. Click on the ellipsis and then click ‘Edit’.
3. Under ‘Assigned To’, click ‘Integration Partner’ then select ‘Smoke Alarm Testing Services’ as the integration partner. Reassign to “Integration Partner” when the property comes up for renewal.
4. Once ‘Saved’ you will be able to track the Compliance using the Compliance Workflow. (Go to the ‘Workflows’ tab in PM and select ‘Compliance’).
5. The Compliance instruction is automatically sent to Smoke Alarm Testing Services and they will now manage the Compliance item.

Invoices

Invoices created may appear as “Unknown Creditor” in PM.

An invoice submitted by a partner will appear in the Bills screen and display as an "Unknown Creditor" in the “Pay To” column when an agency has never processed a bill from this creditor in the past.

A creditor needs to be set up in PM to represent the integration partner so that invoices can be paid.

Once a bill is processed and the correct creditor is selected to pay, PM will remember this so that any subsequent bills will automatically be linked to the same creditor without the user needing to select it.

If you have dissections already set up, link the dissection you have to the Creditor in the system and this will recognise the GST configuration you have set in the dissection.

If it is not attached to a creditor then it will always be set as "ex GST"

Receiving updates from Smoke Alarm Testing Services

For each compliance item assigned to Smoke Alarm Testing Services they can update the following compliance item details.

• Last inspected
• Expiry date
• Add a compliance certificate
• Add a related file e.g. photos, non-compliant report, etc
• Post back notes to add to the item

Integration Activity Log

To view the integration activity log, go to the marketplace section in Reapit PM and click on the ‘Smoke Alarm Testing Services’ tile. You will then see an activity log of information sent to and received by Smoke Alarm Testing Services.

Bulk Assignment

To bulk assign a compliance type to your integrated Compliance Partner, go to the marketplace section and click on the ‘Smoke Alarm Testing Services’ tile. Select the tab labelled ‘Bulk Assignment’. Select the compliance type and reassign.

*Please note that this will bulk assign all of your compliance items for the selected portfolio that have the compliance type you are requesting to change. Current providers (including Creditors, Owners and Body Corporate) will not be notified of this change.

Deactivating the Integration

• Only Admins can deactivate the integration
• Go to the Marketplace section and click on the Smoke Alarm Testing Services tile
• Click on the Deactivate button
• Confirm you wish to deactivate the integration. Once deactivated no further information will pass between the systems.

You will need to reassign any compliance items assigned to the partner to another partner or creditor in Reapit PM. You may also need to instruct Smoke Alarm Services on how to proceed with each compliance item.

To find out more on “How to set up Compliance Workflow automation” please refer to the following article - https://help.console.com.au/s/article/Compliance-Management