Britixo CRMBritixo CRM Enterprise Help Centre
Evidence Pdf & Compliance Records · How-to guide

Open an approved compliance record PDF

Open the system-generated PDF linked to an approved compliance record.

Audience: Compliance administrators and authorised property staffPermission: Compliance Monitor: ViewModule v1.0.0
Feature pathCompliance Records → Open record → PDF
Before you beginConfirm the correct property, tenant, record and evidence before changing a compliance status.

What this feature does

Open the system-generated PDF linked to an approved compliance record. The supplied Compliance Monitor module keeps live operational records, source documents, generated evidence and audit history connected through shared section keys, compliance types and linked-entity references.

How the workflow fits together

This feature sits inside the Compliance Monitor lifecycle. Source evidence is attached to a linked entity, reviewed by authorised staff and converted into an approved record only when the required fields and evidence are complete.

Step-by-step workflow

  1. Open the exact approved record.
  2. Choose the approved or system-generated PDF action.
  3. Allow the file to open in a new tab where configured.
  4. Verify the certificate number, property, issue date, expiry date and approval status.
  5. Return to the record if the file is missing and review its evidence and generation state.

Important fields and decisions

Approved record IDThe identifier used by the generic record-PDF routes.
System PDFThe generated compliance summary or certificate.
Original evidenceThe uploaded source file, where the workflow exposes it separately.
Safe path resolutionThe module validates candidate paths before serving a PDF.

Record lifecycle and audit

Reopen the relevant workspace after saving. Confirm the intake ID or record reference, linked entity, status, dates, evidence list, generated PDF and any notification or audit entry. Where the module offers separate source evidence and system PDF buttons, review both rather than assuming they contain the same information.

What happens after completion

The resulting status, evidence, PDF, notification or audit event remains available through the relevant Compliance Monitor register. A successful browser message confirms that the request was handled; the register and audit history confirm what was actually retained.

Controls, checks and common mistakes

  • Confirm the linked property, tenant, company or record ID before uploading, approving, sending, exporting or deleting.
  • Do not treat OCR, parsing, confidence or a success alert as a substitute for human evidence review.
  • Verify the saved record and audit history after every state-changing action.
  • Keep original uploaded evidence distinct from system-generated PDFs and notification evidence.
  • Use least privilege and avoid administrator-only actions unless the task genuinely requires them.
  • This module supports operational compliance records; it does not replace professional legal, regulatory or safety advice.
Compliance and data safetyUse the module as an operational evidence and workflow tool. Verify legal, safety, tax, licensing, data-protection and regulatory decisions with the organisation’s authorised professional process.
Browse connected topics:evidence pdfcompliance records
Search and filter compliance records →Download a compliance record PDF safely →Understand compliance record statuses →Use display references and certificate numbers →