Hello everyone, Craig here, your Resident Client Success Manager! 
Back again to chat about a great way to use the features already sitting pretty in Resident. This one’s all about levelling up those colleague handovers, making life a bit easier for everyone in the workplace.
Let’s face it, we’ve all been on the receiving end of a handover that’s about as useful as a chocolate teapot. Your colleague skips out the door, full of assurances that “it’s all in the notes” and “doubt anything will crop up, but if it does, the notes have got you covered.”
Spoiler alert, it’s rarely all in the notes. Or at least, not in the kind of detail that’ll save your bacon right there and then.
So, what’s on the cards today? We’re aiming for a world where we don’t have to solely rely on deciphering handover scribbles. We’ll be having a proper look at how we can use the tasks, assessments, and insurance areas of Resident to keep us on track, whether we’re at our desks or on the beach.
We’ll be taking a peek from two viewpoints:
Green for the person going: Tips and tricks for the person about to pop off on their annual leave.
Amber for the person ‘minding’: How to best use Resident when you’re looking after someone else’s patch.
Assessments: Your Non-Negotiable Nitty-Gritty
Think of the Assessments area as your go-to for all those cyclical things. Fire risk assessments, lift maintenance contracts – those crucial tasks that absolutely must be done on time, no ifs or buts!
Honestly, if you’re not using this section in Resident, you’re missing a trick! It’s your secret weapon for staying sorted and keeping the stress at bay. Facing an audit? This is where you can confidently show you’re on top of things.
New to Assessments or fancy making sure you’re using them like a pro? Have a look at this video for a proper rundown on setting up recurring tasks, attaching vital documents, setting reminders, and loads more!
Insurance: Keep Your Cover Sorted, No Sweat
A bit like Assessments, the Insurance area is a clever tool you should definitely get on board with this year if you haven’t already. From public liability to cladding insurance, there are so many to keep tabs on, so having it all stored, actioned, and reported in one place is a no-brainer.
The Insurance area in Resident lets you keep all your past files – like certificates and policies – set up tasks and reminders for renewals! The knack for setting up tasks and attaching files is the same as in the Assessments video, but this article highlights the other key bits:
Reporting: Your Instant Holiday Handover Lowdown
We all know Resident’s got reporting, but have you ever thought of it as the bedrock of your annual leave handover?
Here’s my view: if you’ve taken the time to pop all your Tasks, Assessments, and Insurances into Resident (like we’ve just chatted about), you deserve a reward! That reward is running a report that practically writes your handover to-do list for you!
Have a look at this video – it shows you exactly how it’s done:
Once you’ve got the right report sorted and filtered, why not save it? Then, drop your colleague an email with any important context, and simply attach the report. This one document will have all your day-to-day tasks, those crucial Assessments, and even your Insurance bits and pieces. Talk about being organised!
Ad-Hoc Tasks: Don't Forget the Odd Jobs
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While you’re looking after someone’s patch, don’t forget you can add those one-off tasks directly onto specific bits and bobs. Need to chase up a leaseholder? Remind a director about something? Get a supplier sorted? You can create tasks on pretty much anything in Resident.
Just make sure you assign the task to your colleague who’s on their holiday and set the due date for when they’re back. It’ll pop up in their “My Work” tasks as soon as they’re back at their desk! The videos we’ve already mentioned cover all the basics about Tasks, but for any extra bits, this article’s got you covered:
Cheers for stopping by, and we really hope this helps you and your teams keep things ticking over nicely! 
