Run the Real Estate Management production verification checklist
Test every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.
Before you start
Investigate with the affected role and workspace; a direct route does not bypass record permissions.
Follow these steps
- Record the exact screen, record reference and error message.
- Test every role/menu, CRUD/status/approval, portal, application, onboarding, maintenance, supplier, PDF/email/map/report and finance flow.
- Verify all controller methods are mapped in the included code-coverage register. Verify no broken links, files or duplicate downstream records. Record verified limitations and deployment dependencies.
- Retry only after correcting the cause and checking whether the first attempt already saved anything.
Fields, rules and limits
- Verify all controller methods are mapped in the included code-coverage register. Verify no broken links, files or duplicate downstream records. Record verified limitations and deployment dependencies.
Check it worked
The issue is resolved or can be escalated with a precise record reference and reproducible error.
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?
Verify all controller methods are mapped in the included code-coverage register. Verify no broken links, files or duplicate downstream records. Record verified limitations and deployment dependencies.
Why is the record or action unavailable?
Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.