After a follow-up

Local planning guide

Update a property-request tracker after follow-up

Translate one property's request into named items with a status and an unresolved-question column.

Market
UK
Jurisdiction
England
Updated
01

Short answer

Close confirmed rows, revise changed rows and preserve unresolved format questions after a property replies. Translate one property's request into named items with a status and an unresolved-question column. Do not reopen confirmed items or mark an unanswered format question complete.

Useful context

Update a property-request tracker after follow-up

The tracker should preserve the exact wording, responsible person, status and clarification for this property only.

Here the renter is dealing with request-delta control after follow-up, not management of an item that remains unavailable.

Action plan

Review property request tracker in a useful order

Apply the property's reply row by row: close confirmed items, revise the named change and leave unanswered format questions open.

Preserve the sent question and received answer together so a later response can be traced without reopening settled rows.

  1. Confirmed row: mark the item complete with the response date.
  2. Changed row: replace the earlier requirement but retain its history.
  3. Open format question: keep it unresolved until the property answers directly.
  4. Next action: assign work only to rows that remain active.

Practical example

How the property request tracker check works

A property confirms two documents, changes the requested period for a third and ignores a format question. The renter closes two rows, revises one and keeps the unanswered question open.

The response settles identity format, changes the requested income period and leaves a file-type question unanswered. The tracker records three different states, preventing a confirmed row from being reopened simply because another row still needs clarification.

Keep in view

Risks to avoid with property request tracker

Do not reopen confirmed items or mark an unanswered format question complete.

Keep personal information relevant to the recipient's stated purpose and avoid adding sensitive material that was not requested.

Key points

Record the property request tracker decision

The completed property request tracker check should show what was included, what stayed out and why.

?

Questions

Common questions

Clear answers for the decisions people usually pause on.

Which tracker rows are closed, changed or unresolved?

Confirmed row: mark the item complete with the response date. Changed row: replace the earlier requirement but retain its history. Open format question: keep it unresolved until the property answers directly. Next action: assign work only to rows that remain active.

Should confirmed tracker items be reopened without new information?

No. You should not reopen confirmed items or mark an unanswered format question complete.

Keep building

Browse all resources
Update a property-request tracker after follow-up