Workflow

Renewals

Browse Compliance Monitor guides related to renewals.

7 connected guidesLive filterPermission-aware instructions
7 guides
Guide

Understand staged compliance notifications

Understand staged compliance notificationsInterpret advance, due and overdue notice stages without sending duplicate messages.

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Use the renewal submissions register

Use the renewal submissions registerSearch external renewal uploads and track their internal review status.

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Review an external renewal submission

Review an external renewal submissionInspect the submitted file, source notification, delivery context and linked compliance record.

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Move a renewal submission into document review

Move a renewal submission into document reviewCreate or reopen the matching internal intake record from an external renewal upload.

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Approve, reject or mark a renewal under review

Approve, reject or mark a renewal under reviewUse supported renewal statuses without bypassing the linked intake approval.

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Use your protected compliance renewal link

Use your protected compliance renewal linkOpen the tokenised renewal page sent with a compliance notification.

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Upload evidence through your protected renewal link

Upload evidence through your protected renewal linkSubmit a replacement certificate or supporting file through the tokenised renewal workflow.

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