Setup, access, permissions and module structure
Activate version 1.0.0, assign all capabilities, understand the installed records and use the actual administrator and client navigation.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand Full Compliance Applications
Review the complete administrator, client-portal, proposal, document, notification and authority workflow implemented in version 1.0.0.
Check the CRM requirement
Confirm that the module targets CRM version 2.3.* before activation.
Activate Full Compliance Applications
Run the module installer through normal module activation and verify that its menu and records are available.
Deactivate the module safely
Disable the module through the CRM without presenting deactivation as record deletion.
Open the administrator workspace
Use the installed administrator menu to open the case register.
Open the client portal workspace
Use the Full Compliance Applications link added to the authenticated client navigation.
Understand client portal routing
Recognise that the working portal is rendered through the existing Clients page with module query parameters rather than relying on standalone public module routes.
Use the Compliance Monitor shortcut
Use the administrator shortcut injected on Compliance Monitor pages to move into Full Compliance Applications.
Understand the four module capabilities
Distinguish View, Create, Edit and Delete access and how each controller action enforces it.
Assign View permission
Allow staff to open the register and case details without edit controls.
Assign Create permission
Allow staff to create a new compliance case.
Assign Edit permission
Allow staff to update cases, statuses, journeys, proposal workflows and documents.
Assign Delete permission
Allow staff to soft-delete cases and delete individual document records/files.
Understand installed data records
Understand the applications, status, timeline, document, audit and proposal records created by the installer.