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Property & Compliance Management

Synchronise suppliers

Refresh supplier records used by certificate, contractor and compliance workflows.

Reviewed 27 October 2026Merged module 2.1.3
Where to goCompliance → Core Compliance → Synced Compliance Index

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. Go to the dashboard with Edit access.
  2. Run Sync Suppliers.
  3. Check the synced count in the confirmation message.
  4. Check the supplier total on the dashboard.
  5. Check the expected supplier appears where the workflow offers supplier selection.

Fields, rules and limits

  • Synchronisation links existing native records into the compliance index. Check the source property/customer relationship first; synchronisation is not a substitute for creating or correcting that relationship.

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.