Use the compliance records register
Search all approved and active compliance records from one register.
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 Compliance Records.
- Enter a live-search term such as property, title, certificate number or reference.
- Narrow by section key or compliance type when required.
- Go to the target record and compare its snapshot with the source evidence.
- Use the available PDF or notification actions only after confirming the record ID.
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.