Use deposit protection workflows
Manage deposit receipt, scheme protection, prescribed information, acknowledgement and end-of-tenancy status.
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
- Go to Deposit Protection Workflows.
- Select the linked property and review recent deposit activity.
- Create or open the deposit intake.
- Complete the protection and prescribed-information fields.
- Use the return or deduction workflow only when the tenancy reaches the relevant stage.
Fields, rules and limits
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.