Compliance Records
Browse Compliance Monitor guides related to compliance records.
Understand compliance in the merged property module
Understand compliance in the merged property moduleUnderstand how property, tenancy, safety, licensing, governance, renewal and audit workflows connect in one module.
Open guide →GuideEnable Compliance Monitor permissions
Enable Compliance Monitor permissionsAssign the module permission group so staff see only the actions they are authorised to perform.
Open guide →GuideUnderstand the Compliance Monitor menu groups
Understand the Compliance Monitor menu groupsNavigate Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and the audit menus.
Open guide →GuideUse the Compliance Monitor dashboard
Use the Compliance Monitor dashboardRead live counts and open the correct operational workspace from the dashboard.
Open guide →GuideInterpret dashboard compliance risk metrics
Interpret dashboard compliance risk metricsUse overdue, due-soon, renewal and notification counts as operational queues rather than static totals.
Open guide →GuideSynchronise linked properties
Synchronise linked propertiesRefresh property relationships from the real-estate source into the Compliance Monitor sync index.
Open guide →GuideSynchronise suppliers
Synchronise suppliersRefresh supplier records used by certificate, contractor and compliance workflows.
Open guide →GuideUse the compliance records register
Use the compliance records registerSearch all approved and active compliance records from one register.
Open guide →GuideSearch and filter compliance records
Search and filter compliance recordsCombine live search, section and compliance type filters to isolate the correct record.
Open guide →GuideOpen an approved compliance record PDF
Open an approved compliance record PDFOpen the system-generated PDF linked to an approved compliance record.
Open guide →GuideDownload a compliance record PDF safely
Download a compliance record PDF safelyUse the supported record-PDF endpoint instead of copying an internal filesystem path.
Open guide →GuideUnderstand compliance record statuses
Understand compliance record statusesRead draft, pending, approved, current, due, overdue, expired, rejected, revoked and cancelled states consistently.
Open guide →GuideUse display references and certificate numbers
Use display references and certificate numbersUse generated references to distinguish records, notifications and certificates across workspaces.
Open guide →GuideResend the latest notification for a record
Resend the latest notification for a recordUse the record-level action to resend only the latest applicable notification.
Open guide →GuideUse deposit protection workflows
Use deposit protection workflowsManage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.
Open guide →GuideApprove a deposit protection record
Approve a deposit protection recordCreate the approved deposit compliance record after scheme and prescribed-information checks.
Open guide →GuideApprove a Right to Rent compliance record
Approve a Right to Rent compliance recordCreate the approved record after mandatory check, outcome, evidence and declaration fields are complete.
Open guide →GuideApprove an AML / KYC record
Approve an AML / KYC recordCreate the approved compliance record after evidence, review and required checks are complete.
Open guide →GuideUse tenant information and prescribed documents
Use tenant information and prescribed documentsCreate a service log for required tenant information and link it to active approved compliance records.
Open guide →GuideApprove possession notice evidence
Approve possession notice evidenceApprove the notice intake after preconditions and evidence have been reviewed.
Open guide →GuideReview and approve a rent increase or bidding record
Review and approve a rent increase or bidding recordValidate the proposed change, statutory or policy fields and evidence before approval.
Open guide →GuideReview and approve a tenant fee record
Review and approve a tenant fee recordVerify the fee category, calculation and evidenced reason before approval.
Open guide →GuideReview and decide a pet request
Review and decide a pet requestRecord the decision, reasons, conditions and evidence before approval.
Open guide →GuideUse the Legal & Audit dashboard
Use the Legal & Audit dashboardReview legal obligations, approved records, audit packs, PDFs and regulator export routes.
Open guide →GuideUse the approved records register
Use the approved records registerReview approved compliance records across operational workspaces.
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