Britixo CRMBritixo CRM Enterprise Help Centre
Topic

Safety Certificates

Browse Compliance Monitor guides related to safety certificates.

01Use Gas Safety / CP12 trackingManage the end-to-end intake, review, approval and evidence lifecycle for gas safety certificate.02Upload Gas Safety / CP12 evidenceCreate a document-intake record for gas safety certificate and attach it to the correct linked entity.03Parse Gas Safety / CP12 evidenceRun the module extraction step and inspect values detected from the uploaded gas safety certificate.04Review and edit Gas Safety / CP12 detailsVerify extracted fields, correct errors and save a review before approval.05Approve a Gas Safety / CP12 compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.06Open the Gas Safety / CP12 PDF recordOpen or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.07Delete Gas Safety / CP12 intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.08Use EICR trackingManage the end-to-end intake, review, approval and evidence lifecycle for electrical installation condition report.09Upload EICR evidenceCreate a document-intake record for electrical installation condition report and attach it to the correct linked entity.10Parse EICR evidenceRun the module extraction step and inspect values detected from the uploaded electrical installation condition report.11Review and edit EICR detailsVerify extracted fields, correct errors and save a review before approval.12Approve a EICR compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.13Open the EICR PDF recordOpen or generate the system PDF for an approved EICR record and distinguish it from original evidence.14Delete EICR intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.15Use EPC / MEES trackingManage the end-to-end intake, review, approval and evidence lifecycle for EPC or MEES evidence.16Upload EPC / MEES evidenceCreate a document-intake record for EPC or MEES evidence and attach it to the correct linked entity.17Parse EPC / MEES evidenceRun the module extraction step and inspect values detected from the uploaded EPC or MEES evidence.18Review and edit EPC / MEES detailsVerify extracted fields, correct errors and save a review before approval.19Approve a EPC / MEES compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.20Open the EPC / MEES PDF recordOpen or generate the system PDF for an approved EPC / MEES record and distinguish it from original evidence.21Delete EPC / MEES intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.22Use Smoke & CO Alarms trackingManage the end-to-end intake, review, approval and evidence lifecycle for smoke or carbon-monoxide alarm evidence.23Upload Smoke & CO Alarms evidenceCreate a document-intake record for smoke or carbon-monoxide alarm evidence and attach it to the correct linked entity.24Parse Smoke & CO Alarms evidenceRun the module extraction step and inspect values detected from the uploaded smoke or carbon-monoxide alarm evidence.25Review and edit Smoke & CO Alarms detailsVerify extracted fields, correct errors and save a review before approval.26Approve a Smoke & CO Alarms compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.27Open the Smoke & CO Alarms PDF recordOpen or generate the system PDF for an approved Smoke & CO Alarms record and distinguish it from original evidence.28Delete Smoke & CO Alarms intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.29Use Fire Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for fire risk assessment evidence.30Upload Fire Risk Assessment evidenceCreate a document-intake record for fire risk assessment evidence and attach it to the correct linked entity.31Parse Fire Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded fire risk assessment evidence.32Review and edit Fire Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.33Approve a Fire Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.34Open the Fire Risk Assessment PDF recordOpen or generate the system PDF for an approved Fire Risk Assessment record and distinguish it from original evidence.35Delete Fire Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.36Use Legionella Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for legionella risk assessment evidence.37Upload Legionella Risk Assessment evidenceCreate a document-intake record for legionella risk assessment evidence and attach it to the correct linked entity.38Parse Legionella Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded legionella risk assessment evidence.39Review and edit Legionella Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.40Approve a Legionella Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.41Open the Legionella Risk Assessment PDF recordOpen or generate the system PDF for an approved Legionella Risk Assessment record and distinguish it from original evidence.42Delete Legionella Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.43Use Building Safety / Higher-Risk Buildings trackingManage the end-to-end intake, review, approval and evidence lifecycle for building safety evidence.44Upload Building Safety / Higher-Risk Buildings evidenceCreate a document-intake record for building safety evidence and attach it to the correct linked entity.45Parse Building Safety / Higher-Risk Buildings evidenceRun the module extraction step and inspect values detected from the uploaded building safety evidence.46Review and edit Building Safety / Higher-Risk Buildings detailsVerify extracted fields, correct errors and save a review before approval.47Approve a Building Safety / Higher-Risk Buildings compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.48Open the Building Safety / Higher-Risk Buildings PDF recordOpen or generate the system PDF for an approved Building Safety / Higher-Risk Buildings record and distinguish it from original evidence.49Delete Building Safety / Higher-Risk Buildings intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.50Use Asbestos Management trackingManage the end-to-end intake, review, approval and evidence lifecycle for asbestos survey or management evidence.51Upload Asbestos Management evidenceCreate a document-intake record for asbestos survey or management evidence and attach it to the correct linked entity.52Parse Asbestos Management evidenceRun the module extraction step and inspect values detected from the uploaded asbestos survey or management evidence.53Review and edit Asbestos Management detailsVerify extracted fields, correct errors and save a review before approval.54Approve a Asbestos Management compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.55Open the Asbestos Management PDF recordOpen or generate the system PDF for an approved Asbestos Management record and distinguish it from original evidence.56Delete Asbestos Management intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.57Use the property audit workspaceReview safety certificates, HMO/licensing, building safety and asbestos audit records.58Review Gas Safety, EICR and EPC audit evidenceUse the combined property audit to compare core certificate coverage and expiry risk.59Review fire, legionella and alarm audit evidenceUse the combined property audit for fire-risk, legionella and smoke/CO alarm records.