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Ticket:  561  Created: 7/25/2018 11:44 AM
 
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Name:   Louise Daniels, EHL Group    
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Select I have run this task - and updated the planned completion date the system is asking me to update the exchange date we will only have an exchange date - once contracts are actually exchanged this task is a pre cursor to the actual exchange so the exchange date will not be known i think at this stage we should see the firms pre exchange check list - the points being updated as part of the awaiting steps being completed - but it could be part of their awaiting exchange state and perhaps could include a sign off process that shows that all awaiting steps/compliance requirements have been completed and if something is not completed it could raise a flag so that the case does not proceed to the exchange steps until all flags are completed and the sign off processed - we could perhaps (subject to limitations of the system) limit people that can sign off for exchange - so perhaps new staff would require their supervisor to sign off the file for exchange Louise Daniels, EHL Group 7/25/2018 11:44:17 AM

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