Use display references and certificate numbers
Use generated references to distinguish records, notifications and certificates across workspaces.
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
- Copy the displayed reference from the record or notification row.
- Use it in search before using a person or property name.
- Verify the section prefix and record ID match the intended workflow.
- Include the reference in internal follow-up and evidence filenames.
- Never treat a reference alone as proof that approval or delivery completed.
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.