Find a record in Synced Compliance Index
Find the source property, supplier or other entity used by a compliance record.
Where to goCompliance → Core Compliance → Synced Compliance Index
Before you start
Compliance View is required; changing records also needs the appropriate Edit capability.
Follow these steps
- Open Synced Compliance Index.
- Search for the source reference or name and choose Entity Type when needed.
- Use pagination and verify the source entity and linked reference.
- If missing, correct the native relationship and run the appropriate authorised sync action.
Fields, rules and limits
- The index supports Search and Entity Type with 50 rows per page. Search text is limited to 191 characters. Synchronisation actions require Edit; searching does not alter the source entity.
Check it worked
Reopen the source record and verify its reference, saved state and linked evidence.
If something does not look right
Check the required permission, current workflow state and exact validation message before retrying.
Questions and answers
Does this action replace the original evidence?
No. Check the linked source record and its original evidence separately; the saved result describes the task performed here.
What should I do if the action fails?
Read the validation message and reopen the record before retrying. Correct the relationship or state that caused the failure.