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

2 Example Close

DEMO-02

Assessment Completed

Working record for Sam Sample, 2 Example Close.

You can see the full record.

Opened 15/10/2026 at 16:35.

Property 2 Example Close
Project
Stevenage BC Wave 3
System ID
DEMO-02
Date Added
01/09/2026
UPRN
990000000101
Address
2 Example Close
Demo Estate
Exampletown
Postcode
ZZ99 9ZZ
Tenant Name
Sam Sample
Primary Number
07700 900102
Secondary Number
Email
tenant2@example.com
Current Stage
Assessment Completed
Overall Status
Active

No assessment is booked.

Activity
Date Address User Action Notes
01/11/2026 2 Example Close System... Stage changed to Assessment Completed Completed before Assessment took place existed; moved by migration 0047.
31/10/2026 2 Example Close Developer MTP created Version 1
31/10/2026 2 Example Close Developer IOE created Version 1
31/10/2026 2 Example Close Developer IO created Version 1
31/10/2026 2 Example Close Developer Client decision recorded Modelling version 1: Approved
Show Activities

New Activity

Activity Entry

Date
01/11/2026
Property
2 Example Close
Postcode
ZZ99 9ZZ
User
System (Issue #347 migration)
Action
Stage changed to Assessment Completed
Notes
Completed before Assessment took place existed; moved by migration 0047.

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.