Protect internal consultant notes
Use the internal field for staff-only handling notes.
Exact navigationAdmin Area → Licence Applications → New/Edit Application → Internal consultant notes
Before you begin
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Confirm module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide covers
Use the internal field for staff-only handling notes. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Exact step-by-step process
- Open the case or storage/audit area described.
- Confirm the intended record and visibility.
- Perform only the authorised action.
- Verify the register, portal and retained evidence after the action.
Fields, choices and supported possibilities
Intended visibilityStaff
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-deletion-security/
Code-backed validations and workflow rules
- The module applies the stated soft-delete, ownership, visibility or storage behaviour.
Expected result and verification
- Protect internal consultant notes completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Do not expose landlord, property, identity or authority documents beyond their intended audience.
- Do not delete storage files directly to simulate a module action.