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Help centreFull Compliance ApplicationsComplete Service type
Case fields, dates, priority and professional notes

Complete Service type

Enter the required service heading; the form defaults to Full Compliance Application.

Audience: Compliance administrators, consultants, landlords and authorised client contactsPermission: Create or EditModule v1.0.0
Exact navigationAdmin Area → Full Compliance Applications → New Application or Edit
Before you begin
  • Confirm the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What this guide covers

Enter the required service heading; the form defaults to Full Compliance Application. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

  1. Open Admin Area → Full Compliance Applications → New Application or Edit.
  2. Locate the record, setting or action used to complete service type.
  3. Complete the displayed fields or controls exactly as described in this guide.
  4. Select the available save, submit, update, call, sign, upload or confirm action.
  5. Return to the related register, portal, dashboard or call panel and verify the recorded result.

Fields, choices and supported possibilities

Service typeEnter the required service heading; the form defaults to Full Compliance Application.

Code-backed validations and workflow rules

  • Required text value.
  • Saving an edit records the updated case state and professional notification/audit behaviour implemented by the module.

Expected result and verification

  • The complete service type workflow completes without a validation, permission or availability error.
  • The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
  • Any client-visible or public result appears only where the code explicitly allows it.

Security, privacy and operational checks

  • Use a controlled test case, contact, extension or website origin before production rollout.
  • Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.
Choose the case priorityComplete Compliance serviceCase fields, dates, priority and professional notesBrowse all Full Compliance Applications guidesCompliance MonitorReal Estate ManagementClient portal overviewCreate a proposalTrack proposal status and acceptanceAdd and manage customer contacts