Property & Compliance Management module overview
Understand the connected staff, client, broker, landlord, supplier and public workflows.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Understand the connected staff, client, broker, landlord, supplier and public workflows.
- The installed merged module identifies itself as Property & Compliance Management UK 2.1.3. The retained internal module key is realestate; compliance capabilities keep the compliance_monitor name.
- Apply the setting or lifecycle action described below, then reload the relevant property workspace.
Fields, rules and limits
- The installed merged module identifies itself as Property & Compliance Management UK 2.1.3. The retained internal module key is realestate; compliance capabilities keep the compliance_monitor name.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
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
What should I verify for this task?
The installed merged module identifies itself as Property & Compliance Management UK 2.1.3. The retained internal module key is realestate; compliance capabilities keep the compliance_monitor name.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.