Introducing Key Logging: Managing Key Movements in Loop

Article Purpose: This article introduces the new "Key Logging" feature in Loop, which allows users to record and manage key movements.

Key Features and Benefits:

• Improved Key Management: Provides a clear and organized system for tracking key movements.
• Enhanced Visibility: Displays key status and movements throughout the Loop system.
• Increased Accountability: Records who has checked out keys and when they are expected to be returned.
• Streamlined Workflow: Simplifies the process of adding, checking out, and tracking key sets.
• Reporting Capabilities: Generates reports to monitor key activity and ensure accountability.

Key Logging Functionality:

• Diary Integration:
  • Key status is displayed at the bottom of diary appointments, indicating which properties have keys and their current status (checked in/out).
  • This provides instant visibility of key availability for upcoming viewings.
• Property Record Integration:
  • A "Key Set Logging" system is available within each property record.
  • Users can add new key sets, specifying the key set name, number of keys, and key types.
  • Users can also add photos of the keys for visual reference.
  • Key sets can be checked out to agents, contacts from the address book, buyers, or sellers.
  • Users can specify the expected return date for checked-out keys.
  • A "Recent Key Set Logs" feature allows users to review the history of key movements.
  • Users can edit key sets, or permanently release them.
• Reporting:
  • A dedicated "Key Management" report has been added to the reporting section.
  • This report allows users to generate a list of active keys, showing their status (checked in/out).
  • Users can schedule recurring appointments to review key movements using this report.
• Viewing Grid Integration:
  • When viewing upcoming viewings in the viewing grid, the key movement is displayed on the right hand side.

Adding a Key Set:

1. Open the Property Record:
   • Navigate to and open the property record for which you want to add a key set.
2. Access "Key Set Logging":
   • Locate the "Key Set Logging" system at the bottom of the property record.
3. Add a New Key Set:
   • Click the "Add Key Set" button.
   • Enter the key set name (e.g., JD11).
   • Specify the number of keys and key types (e.g., 1 CH, 1 Yale).
   • Add a photo of the keys (optional).
   • Click save.
4. Check Out Keys:
   • Click the "Checkout" tab.
   • Select the recipient (agent, contact, buyer, or seller).
   • Enter the expected return date.
   • Click "Checkout".

Key Management Report:

1. Access the Reporting Section:
   • Navigate to the reporting section of Loop.
2. Select "Key Management" Report:
   • Choose the "Key Management" report.
3. Generate the Report:
   • Generate the report to view active key movements.

Support:

• For any feedback or assistance, please contact Loop support at support@loop.software.