Review property activity and audit evidence
Use module/core activity, onboarding audit and workflow records.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Use module/core activity, onboarding audit and workflow records.
- Preserve evidence for status, payment, invite and signature decisions.
- The relevant access, retention or evidence control has a verified result.
Fields, rules and limits
- Preserve evidence for status, payment, invite and signature decisions.
Check it worked
The relevant access, retention or evidence control has a verified result.
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?
Preserve evidence for status, payment, invite and signature decisions.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.