Property & Compliance Management

Open the Gas Safety / CP12 PDF record

Open or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.

Reviewed 27 October 2026Merged module 2.1.3
Where to goCompliance → Safety Certificates → Gas Safety / CP12 Tracking

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

  1. Open the approved record or its workflow PDF action.
  2. Generate or open the standard/detailed report offered for that record.
  3. Check its reference, linked entity, dates and reviewed findings against the source evidence.
  4. Use the authorised download link and verify that the file opens as a PDF.

Fields, rules and limits

  • Link the property and verify the issue and expiry dates, engineer details and certificate reference. An expiry date is required before approval.
  • Source uploads accept PDF, JPG, JPEG, PNG or WebP up to 20 MiB per file through the compliance validator; host or form limits may be lower. A successful extraction is a review aid, not an approval.

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.