Issue an official tenant information pack
Generate and send the required pack letter only after linked-record checks are satisfied.
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
- Check the required-record snapshot.
- Resolve any missing active compliance records.
- Verify recipient and service details.
- Select Confirm & Issue Pack.
- Check the certificate, email and audit events.
Fields, rules and limits
- The pack reuses active approved compliance records for the linked property. Resolve missing or mismatched required evidence before issue; a saved service log alone does not prove the pack was sent or acknowledged.
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.