Create a pet request intake
Record the pet request against the correct source tenancy or property.
Before you start
Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.
Follow these steps
- Select the property or tenancy source.
- Enter request details and received date.
- Attach supporting evidence.
- Submit the intake.
- Go to review and confirm the calculated decision due date.
Fields, rules and limits
- A linked property, tenant, pet type and request-received date are required. Refused with reason requires a written reason. Record additional-information dates and consent conditions so the saved decision timeline can be checked.
Check it worked
The linked entity, saved state, dates and evidence match the intended task.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
Does a parsed document count as approved?
No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.
Is the generated PDF the original certificate?
No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.