Deeds | K2 Online Help

You can use the Deeds module to add a new deed and associate it with a location, unit, asset, acquisition or disposal.

Select from the following to help manage deed records:

Adding or Editing a Deed

To add a new deed:

Navigate to Estates > Deed > New Deed.

Alternatively, search for and open an existing deed record.

The Deed Editor is displayed.

Enter or edit the relevant details.

The fields on the Deed Editor are described in the following table:

This field…	Holds this information...
Deed Number	A unique reference number for the deed. This is populated automatically if the Deed Record Auto Unique Number system setting (accessed by navigating to Tools > System Options and then clicking the System Options button) is set to 'True'.
Deed Description	A description of the deed. This field is mandatory.
Deed type	The type of deed. Select from the drop-down list.
Tenure	Whether the deed is for a freehold or leasehold property. Select from the drop-down list.
Terrier Reference	The terrier reference number for the deed. This field is mandatory.
Land Registry Number	The Land Registry Number for the deed.
Deed Packet Reference	The Deed Packet Number the deed is being created for.
Archived	Whether the deed record has been archived. Selecting this check box signifies that the deed record is archived.

Click Save.

Managing Deed Attributes

Refer to Using Attribute Manager for further information.

Managing Deed Reference Data

Refer to Deed Reference Data for further information.

Other Tasks/Associated Items

Adding a Location to a Deed Record

To add a location to a deed record:

Search for and open the relevant deed record.
Click the Add Location option in the Tasks panel.

The Select Location window is displayed.

Enter the relevant details.

The fields on the Select Location window are described in the following table:

This field…	Holds this information...
Location	The location of the deed. Click the Location button to display the Select location window, and then navigate to the relevant location.
Location Area	The area of the location. This is taken from the location record and cannot be edited.
Allocated Percentage	The percentage of the location area to be allocated to the deed. The number of decimal places in this field is specified in the Deed Item Allocated Percentage - Decimal Places setting (accessed by navigating to Tools > System Options and then clicking the System Options button). Editing this field changes the Allocated Area field automatically and vice versa.
Allocated Area	The area of the location area to be allocated to the deed. Editing this field changes the Allocated Percentage field automatically and vice versa.

Click OK.

Adding an Acquisition to a Deed Record

To add an acquisition to a deed record, search for and open the relevant deed record and then click the Add Acquisition option in the Tasks panel.

Refer to Adding or Editing an Acquisition for further information.

Adding an Asset or System to a Deed Record

To add an asset or system to a deed record:

Search for and open the relevant deed record.
Click the Add Asset/System option in the Tasks panel.

The Asset Selector window is displayed.

Enter the relevant details. All fields are optional, but at least one must be populated to display any results.

The fields on the Asset Selector window are described in the following table:

This field…	Holds this information...
Location	The location of the asset/system. Click the Location button to display the Select location window and select the relevant location.
Ownership	The owner of the asset/system. Click the Ownership button to display the Select business unit window and select the owning business unit.
What type of item	The type of item. This defaults to Asset and cannot be edited.

This field…

Holds this information...

Location

The location of the asset/system.