Tenancy terminations and acknowledgement

Create or edit a tenancy termination

Follow the code-backed create or edit a tenancy termination workflow. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM staffPermission: HMO Manager: Create or EditModule v2.0.1
Jump to steps
Where to goAdmin Area → HMO Manager → Bookings → Booking row → Terminate → New/Edit termination
Before you start
  • Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
  • Verify module activation and the stated permission instead of using another staff member’s account.
  • For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What you’ll accomplish

Follow the code-backed create or edit a tenancy termination workflow. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

  1. Sign in to the staff admin area and open Admin Area → HMO Manager → Bookings → Booking row → Terminate → New/Edit termination.
  2. Verify that your account meets the access rule: HMO Manager: Create or Edit.
  3. Go to the required record or configuration and review its current values before making a change.
  4. Complete the displayed fields or action exactly as described in this guide.
  5. Save, submit, download or confirm the action using the button presented by the module.
  6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options to review

Linkbooking_id and tenant/contact details
Datesnotice, intended vacate, actual move-out
Reason/compliancereason, required_notice_met
Financialoutstanding rent, utilities, damage, other, total due, outstanding, deposit paid/deductions/refund
Handoverinspection, keys/access/room/parking/occupancy completion flags
Notes/filesforwarding address, admin notes, documents
Statusdraft, notice_served, in_review, approved, completed, cancelled
Category/help-centre/category/hmo-manager/
Topic/help-centre/topic/hmo-manager-terminations/

Rules the system enforces

  • The model recalculates/normalises supported financial values and records history.
  • Completion can update linked booking, room, occupancy and access state.

How to confirm it worked

  • The create or edit a tenancy termination workflow completes without bypassing the module’s permission and validation checks.
  • The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
  • Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

  • Use least-privilege staff access and do not use another person’s account to reach a hidden action.
  • Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
  • Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.