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Compliance Records
Topic
Compliance Records
Browse Compliance Monitor guides related to compliance records.
01
Compliance Monitor module overview
Understand how property, tenancy, safety, licensing, governance, renewal and audit workflows connect in one module.
02
Enable Compliance Monitor permissions
Assign the module permission group so staff see only the actions they are authorised to perform.
03
Understand the Compliance Monitor menu groups
Navigate Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and the audit menus.
04
Use the Compliance Monitor dashboard
Read live counts and open the correct operational workspace from the dashboard.
05
Interpret dashboard compliance risk metrics
Use overdue, due-soon, renewal and notification counts as operational queues rather than static totals.
06
Synchronise linked properties
Refresh property relationships from the real-estate source into the Compliance Monitor sync index.
07
Synchronise suppliers
Refresh supplier records used by certificate, contractor and compliance workflows.
08
Use the compliance records register
Search all approved and active compliance records from one register.
09
Search and filter compliance records
Combine live search, section and compliance type filters to isolate the correct record.
10
Open an approved compliance record PDF
Open the system-generated PDF linked to an approved compliance record.
11
Download a compliance record PDF safely
Use the supported record-PDF endpoint instead of copying an internal filesystem path.
12
Understand compliance record statuses
Read draft, pending, approved, current, due, overdue, expired, rejected, revoked and cancelled states consistently.
13
Use display references and certificate numbers
Use generated references to distinguish records, notifications and certificates across workspaces.
14
Resend the latest notification for a record
Use the record-level action to resend only the latest applicable notification.
15
Use deposit protection workflows
Manage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.
16
Approve a deposit protection record
Create the approved deposit compliance record after scheme and prescribed-information checks.
17
Approve a Right to Rent compliance record
Create the approved record after mandatory check, outcome, evidence and declaration fields are complete.
18
Approve an AML / KYC record
Create the approved compliance record after evidence, review and required checks are complete.
19
Use tenant information and prescribed documents
Create a service log for required tenant information and link it to active approved compliance records.
20
Approve possession notice evidence
Approve the notice intake after preconditions and evidence have been reviewed.
21
Review and approve a rent increase or bidding record
Validate the proposed change, statutory or policy fields and evidence before approval.
22
Review and approve a tenant fee record
Verify the fee category, calculation and evidenced reason before approval.
23
Review and decide a pet request
Record the decision, reasons, conditions and evidence before approval.
24
Use the Legal & Audit dashboard
Review legal obligations, approved records, audit packs, PDFs and regulator export routes.
25
Use the approved records register
Review approved compliance records across operational workspaces.
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