3 Example Close
Assessment Completed
Working record for Jo Placeholder, 3 Example Close.
You can see the full record.
Opened 15/10/2026 at 16:35.
Property 3 Example Close
- Project
- Stevenage BC Wave 3
- System ID
- DEMO-03
- Date Added
- 01/09/2026
- UPRN
- 990000000102
- Address
-
3 Example Close
Demo Estate
Exampletown - Postcode
- ZZ99 9ZZ
- Tenant Name
- Jo Placeholder
- Primary Number
- 07700 900103
- Secondary Number
- tenant3@example.com
- Current Stage
- Assessment Completed
- Overall Status
- Active
No assessment is booked.
Activity
| Date | Address | User | Action | Notes |
|---|---|---|---|---|
| 01/11/2026 | 3 Example Close | System... | Stage changed to Assessment Completed | Completed before Assessment took place existed; moved by migration 0047. |
| 31/10/2026 | 3 Example Close | Developer | Client decision recorded | Design: Changes Wanted |
| 31/10/2026 | 3 Example Close | Developer | Design document uploaded | example-ventilation-strategy-3-example-close.pdf |
| 31/10/2026 | 3 Example Close | Developer | Design document uploaded | example-design-drawings-3-example-close.pdf |
| 31/10/2026 | 3 Example Close | Developer | Design revision 1 created | Pre-PIBI |
First-Contact Letter
Generate a letter from the first-contact template. It uses the tenant name and address.
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.
Book Assessment
Booking an assessment puts the visit on the calendar and sets the stage to Assessments Booked. Do not put special notes here.