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Property & Compliance Management

Understand scheduled work in the merged module

Know which background tasks run through the host scheduler.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Settings → Module Guide; Compliance → Core Compliance → Notification / Intimation Engine

Before you start

Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.

Follow these steps

  1. Identify the account, record type and evidence affected by this task.
  2. Know which background tasks run through the host scheduler.
  3. The merged module registers scheduled work. It processes compliance synchronisation/notifications and, independently, tenant application/invitation/message retention when the schema is ready. Optional compliance-table retention runs only when its automation option is enabled. Both retention paths respect their policies and holds.
  4. The relevant access, retention or evidence control has a verified result.

Fields, rules and limits

  • The merged module registers scheduled work. It processes compliance synchronisation/notifications and, independently, tenant application/invitation/message retention when the schema is ready. Optional compliance-table retention runs only when its automation option is enabled. Both retention paths respect their policies and holds.

Check it worked

The relevant access, retention or evidence control has a verified result.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The merged module registers scheduled work. It processes compliance synchronisation/notifications and, independently, tenant application/invitation/message retention when the schema is ready. Optional compliance-table retention runs only when its automation option is enabled. Both retention paths respect their policies and holds.

Why is the record or action unavailable?

Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.