Enable Compliance Monitor permissions
Assign the module permission group so staff see only the actions they are authorised to perform.
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
- Go to the role or staff permission editor.
- Find the Compliance Monitor permission group.
- Grant View for read-only workspace access.
- Grant Create, Edit or Delete only where the staff member needs those actions.
- Sign in as the affected user and verify both menu visibility and action controls.
Fields, rules and limits
- Keep Compliance View for access and grant Create, Edit or Delete only for the corresponding tasks. Approved Gas Safety, EICR and EPC intake deletion additionally checks Approval Manager authority and requires a deletion reason.
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.