Understand the Compliance Monitor menu groups
Navigate Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and the audit menus.
Before you start
Compliance View opens the workspace; Create is used for new intake, Edit for review/approval and Delete for deletion. Each action also validates its record.
Follow these steps
- Sign in to the staff administration area.
- Expand the required Compliance Monitor menu group.
- Select the operational workspace for live records or the matching audit workspace for oversight.
- Use breadcrumbs and related-record links rather than changing an unrelated module setting.
- Return to the dashboard to confirm updated counts.
Fields, rules and limits
- Use the Compliance header. Its groups are Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance, Legal & Audit, Financial & Audit, Tenancy & Audit, Property & Audit and Audit Trail Chain.
Check it worked
The linked entity, saved state, dates and evidence match the intended task.
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
Does a parsed document count as approved?
No. Parsing supplies suggested values. A reviewer must verify the linked entity, evidence and required fields, then use the separate approval action.
Is the generated PDF the original certificate?
No. The system PDF reflects the saved compliance record or notification. Open the original source evidence separately when checking the document supplied.