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Tenancy Compliance & Document Intake · How-to guide

Review a Right to Rent intake

Verify adult-occupier status, applicability, outcome, evidence route and follow-up requirements.

Audience: Compliance administrators and authorised property staffPermission: Compliance Monitor: EditModule v1.0.0
Feature pathRight to Rent → Review intake
Before you beginConfirm the correct property, tenant, record and evidence before changing a compliance status.

What this feature does

Verify adult-occupier status, applicability, outcome, evidence route and follow-up requirements. 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 intake.
  2. Confirm the tenant and check path.
  3. Set applicability and adult-occupier confirmation.
  4. Verify outcome, evidence category, follow-up and Home Office report requirements.
  5. Record copy-retention and reviewer declarations before saving.

Important fields and decisions

Right to Rent outcomeThe verified check result.
Evidence routeThe document or online-check category relied upon.
Follow-up requiredWhether a time-limited or unresolved check needs another action.
Retention and declarationConfirmation that evidence handling and reviewer sign-off are complete.

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:tenancy compliancedocument intake
Upload multiple Right to Rent evidence files →Attach additional Right to Rent review evidence →Approve a Right to Rent compliance record →Generate a Right to Rent PDF certificate →