Some of the default values when adding certificates to the system aren't failsafe.
When we being on a new property in particular, we'll add entries for certificates that are needed and need chasing but haven't yet been received. Currently the following defaults are added:
• Responsibility: Agent. In practice Landlord would be better as the landlord might not yet have instructed us to complete, whereas Agent suggests they have, which can cause friction if we go ahead and instruct. LL responsibility would be better so chase letters are generated unless we explicitly have the instruction and change to Agent resp.
• Dates are set as if a certificate is done that day. Often that's not the case, even if a certificate has been received. If one hasn't at all, and we forget to remove the default values, we have a certificate logged as valid for a year when actually we don't. That's a very unsafe default.
We've had to deal with a few issues as a result of these default values not being changed, but it might be that this needs to be a company settings option as other agents' preferences may vary.