Dispose of a client's possessions

This article explains how to document the disposal of a client's possessions.

If you are keeping track of a client's possessions, you may need to document their disposal. For example, if an item is damaged in a way that could put the client or others at risk, it may need to be removed.

To document the disposal of a client's possession:

1. Click on the Contacts tab
2. Click on the name of your client. You may need to use the Recently Viewed drop down list to filter your options.
3. Navigate to the Accommodation tab. You may need to click on the More dropdown arrow.
4. In the Client Possessions section, scroll down to the item you need to remove.
5. Click on the dropdown arrow and select Edit.

6. Put a tick in the Disposed checkbox.
7. Select a Disposal Reason.
8. Select a Method of Disposal.
9. Click on the Save button.