Property & Compliance Management

Upload Building Safety / Higher-Risk Buildings evidence

Create a document-intake record for building safety evidence and attach it to the correct linked entity.

Reviewed 27 October 2026Merged module 2.1.3
Where to goCompliance → Safety Certificates → Building Safety / Higher-Risk Buildings

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

  1. Open the upload/intake form in Building Safety / Higher-Risk Buildings.
  2. Select the linked property or entity and the appropriate document category.
  3. Choose the original evidence file, check its type and size, and submit once.
  4. Record the created intake reference and open it for review.

Fields, rules and limits

  • A linked property, parsed/reviewed intake, assessment/issue date and overall risk rating are required for approval.
  • Source uploads accept PDF, JPG, JPEG, PNG or WebP up to 20 MiB per file through the compliance validator; host or form limits may be lower. A successful extraction is a review aid, not an approval.

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.