Renewal check-ins allow your organization to track retention efforts on a contract during its termination or notice to vacate period. Kube automatically generates Renewal check-ins based on the duration set before the notice to vacate goes into effect. For information about setting check-in frequencies, see Setting default contract options.
When a renewal check-in task is created, checklist items are assigned to an internal user to complete. Kube comes with a default list, but additional checklist items can be created to fit your organization's needs.
This article describes adding a new renewal check-in task checklist item.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all these menus or services may not be available or displayed.
Adding a renewal check-in checklist item
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the Check-Ins tab. The Standard Priority menu appears.
Select the Renewal, then the Checklist tab. Click Add.
Complete the Name field.
Click Save.
NOTE: Once a checklist item is marked completed on a check-in task, it cannot be modified.