Test data only. Do not enter real personal data until logins are live.

1 Oakfield Avenue

IMP-3-100099000001

Intake

Working record for Arthur Hargreaves, 1 Oakfield Avenue.

You can see the full record.

Opened 29/10/2026 at 15:40.

Property 1 Oakfield Avenue
Project
PfP Wave 3
System ID
IMP-3-100099000001
Date Added
29/10/2026
UPRN
100099000001
Address
1 Oakfield Avenue
Town
Hertfordshire
Postcode
SG1 1AB
Title
Mr
Tenant Name
Arthur Hargreaves
Primary Number
07700 900001
Secondary Number
Email
arthur.hargreaves1@example.org
Current Stage
Intake
Overall Status
Active

No assessment is booked.

Activity
Date Address User Action Notes
12/11/2026 1 Oakfield Avenue Sam Rivers RdSAP import confirmed INPUTS.pdf. Import batch 10.
11/11/2026 1 Oakfield Avenue Sam Rivers Assessment document uploaded IS version 1: INPUTS.pdf
11/11/2026 1 Oakfield Avenue Sam Rivers RdSAP import confirmed LIG.xml. Import batch 9.
11/11/2026 1 Oakfield Avenue Developer Assessment document uploaded RdSAP inputs version 1: INPUTS.pdf
11/11/2026 1 Oakfield Avenue Developer Assessment booked with Eveco Booked for AM. Reference PIBI.
Show Activities

New Activity

Activity Entry

Date
12/11/2026
Property
1 Oakfield Avenue
Postcode
SG1 1AB
User
Sam Rivers
Action
RdSAP import confirmed
Notes
INPUTS.pdf. Import batch 10.

A correction is a new log entry. The original entry is not changed.
First-Contact Letter

Generate a letter from the first-contact template. It uses the tenant name and address.

Generate Letter

Tasks

A task has a due date and an assignee.

No tasks yet.

Key Dates

None yet.

Select the type, then the date. Locked after confirm. Super User, Retrofit Manager and Developer can change a confirmed key date.

Key Dates
Book Assessment

Booking an assessment puts the visit on the calendar and sets the stage to Assessments Booked. Do not put special notes here.