Use optional Compliance Monitor links
Open linked property status/certificate pages when the data/module is available.
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Open linked property status/certificate pages when the data/module is available.
- Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
- Generate, preview or save the required output and inspect its actual result.
Fields, rules and limits
- Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
Check it worked
The actual output belongs to the intended workspace and source record.
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
What should I verify for this task?
Compliance is part of the merged module. Certificate access still requires the current client/property relationship and the correct record. The source upload and the generated compliance PDF are different documents; use the appropriate authorised link.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.