Loading
Knowledge BaseOff The Plan Recurring Matters
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

Off The Plan Recurring Matters

  • 22/08/2024
  • Knowledge

How To
Click to edit heading

Off The Plan Recurring Matters gives you the tools to manage an off the plan development from end to end.

With features like bulk matter creation, spreadsheet import, mailings integration, and bulk precedent attachment, this app will save you hours of what would otherwise be manual, repetitive work.

How to Enable

 

  1. From the LEAP Matter List, click the LEAP Menu > Marketplace.

    The LEAP Marketplace will open in a new window.

  2. From the All Apps section, select Off The Plan Recurring Matters.

  3. Click Enable.

How to Access

 

From the LEAP Matter List, click the LEAP Menu > Other > under Tools > Off The Plan Recurring Matters.

The Off The Plan Recurring Matters will open in a new window.

 
Click to edit heading

For the first time only, LEAP Off The Plan Recurring Matters will request permission access to some details required.

Click Allow to continue.

Create a New Development

 

  1. Click at the top-right corner of the window to Create a New Development.

  2. Enter a Recurring Matter Name.

  3. Select the relevant State from the drop-down list.

  4. Enter a Development Name.

 
Click to edit heading

The following fields are optional:

  • Street Number
  • Street Name
  • Suburb
  • Postcode

  1. Click Next.

  2. Search and select the client/vendor card.

 
Click to edit heading

If you have not created the Client/Vendor card yet, please see Creating a Card.

Add Lots

 

Click Add Lots.

The Add Lots will display a window on the right.

From a Numeric Range

 

Create a batch of lots between a start and end number.

  1. Enter Start number.

  2. Enter End number.

  3. Click Next.

From a List

 

Create a batch of lots by entering a list of lot numbers.

  1. Enter (or copy and paste) your list of lots separated by new lines. Example:

    1

    2

    3

    4a

  2. Click Next.

From LEAP Matters

 

Bring existing matters into this project to manage your lots from one screen.

  1. Search or select matters to import.

  2. Click Next.

From a Spreadsheet

 

  1. Browse and select your CSV file.

  2. Map the columns to the relevant LEAP fields.

 
Click to edit heading

Green columns mean that they are matched with it's corresponding column in LEAP and Cards will be created if Client or Otherside fields are mapped.

 

Review the data before importing.

  1. Click Next.

Creating a Stage

 

Create a New Stage

 

  1. Enter a Stage Name.

  2. Enter a Pre-Allocated Plan Number.

  3. Select a Plan Type:

    • Real Property
    • Strata
    • Community Title

  4. Select an Area Type:

    • Square Metres
    • Acres
    • Hectares

  5. Enter a Total Entitlement.

  6. Click Submit.

Select from Existing Stages

 

  1. Select an existing stage from the drop-down list.

  2. Click Submit.

Edit Lots

 

Edit Single Lot

 

  1. Click a Lot in your list.

    The Edit # Lot window will open on the right.

  2. Edit the Lot details as desired.

  3. When you are done, click Save & Close.

Edit Multiple Lots

 

  1. Select the desired lots by clicking the checkbox on the left-hand side of the lot.

  2. Click Edit Lots.

    The Edit Multiple Lots window will open on the right.

  3. Select a field from the drop-down list to edit:

    • Street No.
    • Street Name
    • Suburb
    • Area Type
    • Total Entitlement
    • Adjustment Date
    • Sunset Date
    • Settlement Date
    • Plan No.
 
Click to edit heading

Click to edit more fields.

Click to remove editing the field.

  1. Click Save.

Create Matters

 

Create a Matter for Single Lot

 

  1. Click a Lot in your list.

    The Edit # Lot window will open on the right.

  2. Click Create Matter.

Create Matters for Multiple Lots

 

  1. Select the desired lots by clicking the checkbox on the left-hand side of the lot.

  2. Click Create Matters at the top-right of the window.

Sorting, Searching & Filtering

 

The Off The Plan Recurring Matters application is designed to be flexible to meet your workflow's needs. To help you find what you're looking for, it provides three primary techniques for reducing the amount of content on display.

Sorting

You can sort the list by clicking any of the column headings:

Searching

You can search a keyword using the Search textbox at the top-right corner of the window and it will immediately filter the current view.

Advanced Filter

You may specify more advanced conditions to reduce the complexity of the current view.

Click at the top-right corner to open the Filter Lots window. Choose the conditions you would like to filter by.

The options are:

  • Lot No.
  • Matter No.
  • Stage
  • Description
  • Other
 
Click to edit heading

Click to add more conditions.

Click to remove the condition.

Customising Columns

 

You can adjust which columns are visible within the Off The Plan Recurring Matters application. This may be useful for hiding columns that are not relevant to you, or for adding columns you would like to be able to see.

  1. Click .

  2. Select or unselect the desired columns.

  3. Click Close.

 
Click to edit heading

Click Reset to restore the default columns to be displayed.

Attaching Documents

 

  1. From the LEAP Matter List, click the LEAP Menu > Home > Recurring Matters.

    The Recurring Matters will open in a new window.

  2. Open your Off The Plan Recurring Matter.

  3. In the Details & Correspondence tab, you may:

    • Create New Document e.g. Letter, File Note, etc.
    • Create Precedents via Forms & Precedents.

  4. The document(s) or precedent(s) will be added as Shortcuts with the Date column as Pending.

  5. Save & Close the matter.

  6. From the LEAP Matter List, click the LEAP Menu > Other > Off The Plan Recurring Matters.

    The Off The Plan Recurring Matters will open in a new window.

  7. Select your Development.

  8. Select the Lot items which has a matter created by clicking the checkbox.

  9. Click Attach Precedents.

  10. Select the document(s) or precedent(s) you wish to attach.

  11. Click Save & Close.

Export as Excel

 

  1. From Off The Plan Recurring Matters list, select your Development.

  2. Click Export.

    The Save File will open in a new window.

  3. Select the location on your PC to export the file.

  4. Click Save.

 
Click to edit heading

The exported spreadsheet will only include any items in the current list, meaning if a filter is applied, any lots that are not visible will not be included in the exported file.

 

Additionally, the columns in the spreadsheet derive from the columns visible in the app. Customise the visible columns to output more or fewer spreadsheet columns.

LawConnect Share

 

How to Share

 

  1. From Off The Plan Recurring Matters  list, select your Development.

  2. Click Share Development.

  3. Confirm your Recipient's e-mail address.

  4. Click Share.

A matter will be created and linked to the development to facilitate the sharing of the Development.

Your recipient will now be shared a LawConnect link to open the Off The Plan Development.
For more information about LawConnect, click here.

For Your Recipient

 

Click on the shared LawConnect link in the email to open Off The Plan.

Alternatively, your client can sign into LawConnect via https://app.lawconnect.com.au/. Once signed in, click Off The Plan on the left-hand side of the page to open the share.

Sorting, Searching & Filtering

 

Sorting

You can sort the list by clicking any of the column headings:

Searching

You can search a keyword using the Search Lots text-box at the top-right corner of the window and it will immediately filter the current view.
 

Advanced Filter

You may specify more advanced conditions to reduce the complexity of the current view.
Click at the top-right corner to open the Filter Lots window. Choose the conditions you would like to filter by.
 
The options are:
  • Lot No.
  • Stage
  • Description
  • Other

Customising Columns

 

You can adjust which columns are visible within the Off The Plan LawConnect application. This may be useful for hiding columns that are not relevant to you, or for adding columns you would like to be able to see.

  1. Click cog icon top right.

  2. Select or unselect the desired columns.

  3. Click Close.

    Click Reset to restore the default columns to be displayed.

Export as Excel

 

  1. Click Export.

  2. The Save File will open in a new window.

  3. Select the location on your PC to export the file.

  4. Click Save.

    The lot information that is shared will be continuously updated as you work within the development in the Off the Plan app.

    The exported spreadsheet will only include any items in the current list, meaning if a filter is applied, any lots that are not visible will not be included in the exported file.

    Additionally, the columns in the spreadsheet derive from the columns visible in the app. Customise the visible columns to output more or fewer spreadsheet columns.

Last Modified Date
22/08/2024 3:07 pm
Title
Off The Plan Recurring Matters
URL Name
Off-The-Plan-Recurring-Matters-AU

Resolution
App Marketplace

đź’¬   Need help? Sign In to chat with our new AskLEAP Assistant for instant answers, available 24/7!Sign In

Loading
Off The Plan Recurring Matters | LEAP Community