Use EICR tracking
Manage the end-to-end intake, review, approval and evidence lifecycle for electrical installation condition report.
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
- Open EICR Tracking and review the existing intakes for the property.
- Open the original evidence and check its current parse/review state.
- Follow upload, parse and review before approval; inspect the approved record and its PDF afterwards.
Fields, rules and limits
- Resolve the linked property and verify the inspection outcome, issue date and next-inspection/expiry date. Approval requires an expiry date.
- 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.