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Tenancy Compliance
Topic
Tenancy Compliance
Browse Compliance Monitor guides related to tenancy compliance.
01
Use deposit protection workflows
Manage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.
02
Create a deposit protection intake
Record a deposit, protection route and supporting evidence against the linked property.
03
Review a deposit protection intake
Verify deposit amounts, dates, tenant context, scheme details and uploaded evidence.
04
Approve a deposit protection record
Create the approved deposit compliance record after scheme and prescribed-information checks.
05
Transition a deposit protection workflow
Move a deposit record through supported lifecycle actions without skipping evidence checks.
06
Start a deposit return or deductions case
Select an eligible deposit record and open the end-of-tenancy settlement workflow.
07
Build a deposit deductions breakdown
Add itemised deductions and keep the proposed return amount consistent with the deposit balance.
08
Save and initiate a deposit return case
Move a reviewed settlement draft into the active return workflow.
09
Open and resolve a deposit dispute
Record a dispute reason, track evidence and move the case to a supported resolution state.
10
Complete, close or reopen a deposit return case
Finish the workflow, record closure evidence or reopen a case when a legitimate correction is required.
11
Export deposit return cases to CSV
Create a controlled CSV export of deposit-return workflow records.
12
Print a deposit settlement summary
Create a printable summary with deductions, return evidence and workflow notes.
13
Generate a deposit protection PDF
Create the system PDF from an approved deposit protection record.
14
Use the Right to Rent workspace
Manage tenant selection, multiple evidence files, check paths, human review and approved certificate records.
15
Search for a Right to Rent tenant
Use the live tenant search endpoint to select the exact occupier before uploading evidence.
16
Upload multiple Right to Rent evidence files
Create an OCR intake with the selected tenant, check path and all relevant evidence.
17
Review a Right to Rent intake
Verify adult-occupier status, applicability, outcome, evidence route and follow-up requirements.
18
Attach additional Right to Rent review evidence
Add evidence discovered during review without replacing the original intake history.
19
Approve a Right to Rent compliance record
Create the approved record after mandatory check, outcome, evidence and declaration fields are complete.
20
Generate a Right to Rent PDF certificate
Create the system PDF from the approved Right to Rent record.
21
Delete a Right to Rent intake safely
Remove an incorrect or duplicate intake with the appropriate permission and audit reason.
22
Use the Right to Rent audit workspace
Review check records, evidence state and lifecycle events from the tenancy audit area.
23
Use tenant information and prescribed documents
Create a service log for required tenant information and link it to active approved compliance records.
24
Create a tenant information service log
Record the property, tenant, document, service date, method and proof of service.
25
Review a tenant information service log
Verify service details and select the approved compliance record that supports the pack.
26
Issue an official tenant information pack
Generate and send the required pack letter only after linked-record checks are satisfied.
27
Use tenant information pack acknowledgement
Allow the tokenised recipient to acknowledge receipt of the issued information pack.
28
Generate a tenant information service certificate
Create the PDF certificate recording what was served, when, how and to whom.
29
Review tenant information service evidence
Use the tenancy audit area to verify service logs, supporting files, acknowledgements and linked records.
30
Use possession and notice compliance
Record notice evidence, review required fields and preserve service history.
31
Upload a possession notice intake
Create a notice intake against the correct linked property.
32
Parse and review a possession notice
Extract and verify notice dates, parties, property and service evidence.
33
Approve possession notice evidence
Approve the notice intake after preconditions and evidence have been reviewed.
34
Generate a possession notice PDF
Create the standard or detailed module report for approved notice evidence.
35
Review possession notice evidence
Use the tenancy audit workspace to trace notice records, proofs and chain-of-custody events.
36
Use the legacy Section 21 archive
Review retained historical Section 21 service records without treating them as a new live notice workflow.
37
Use rent increase and bidding compliance
Record rent or bidding changes, review decision fields and retain an audit trail.
38
Create a rent increase or bidding intake
Upload or record the evidence for a rent change or bidding decision.
39
Review and approve a rent increase or bidding record
Validate the proposed change, statutory or policy fields and evidence before approval.
40
Delete a rent increase or bidding intake safely
Remove an incorrect intake while preserving legitimate historical records.
41
Use the rent increase and bidding audit
Review rent-change and bidding evidence, statuses and audit events.
42
Use tenant fees and permitted payments
Create automated fee logs, calculate supported limits and retain evidence for review.
43
Create a tenant fee or permitted-payment log
Record a fee with amount, charge date, tenant and supporting calculation details.
44
Review and approve a tenant fee record
Verify the fee category, calculation and evidenced reason before approval.
45
Delete a tenant fee log safely
Remove an incorrect or duplicate fee log with the correct permission.
46
Use the tenant fees audit
Review fee records, calculations, evidence and status changes.
47
Use pet requests compliance
Track pet-request intake, decision due dates, evidence, review and approval.
48
Create a pet request intake
Record the pet request against the correct source tenancy or property.
49
Review and decide a pet request
Record the decision, reasons, conditions and evidence before approval.
50
Delete a pet request intake safely
Remove an incorrect or duplicate request without losing a genuine decision history.
51
Use the pet requests audit
Review request timing, decisions, evidence and lifecycle events.
52
Use the tenancy audit workspace
Review deposit, Right to Rent, tenant fees, information service, notices, rent changes, pet requests and regional registration evidence.
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