Case fields, dates, priority and professional notes
Complete every administrator case field, understand required and optional values, and distinguish landlord-visible from internal information.
Full Compliance Applications
Open guide →GuideComplete the Landlord field
Select the required CRM client who owns the application.
Open guide →GuideComplete the Linked property field
Select an available linked property or leave it empty.
Open guide →GuideChoose the case priority
Select Normal, Urgent, High or Low.
Open guide →GuideComplete Service type
Enter the required service heading; the form defaults to Full Compliance Application.
Open guide →GuideComplete Compliance service
Describe the certificate, inspection, audit, document review or other compliance requirement.
Open guide →GuideChoose the initial status
Select one of the active installed case statuses.
Open guide →GuideComplete Concerned authority
Record the local authority or compliance body handling the work.
Open guide →GuideComplete Authority reference
Record the authority-issued application or case reference.
Open guide →GuideSet Expected due date
Enter the expected completion or authority-response date.
Open guide →GuideSet Renewal due date
Record the future renewal date.
Open guide →GuideWrite the professional compliance summary
Describe the requirement, scope and intended outcome.
Open guide →GuideWrite landlord-visible notes
Enter information that the client is permitted to read in the portal.
Open guide →GuideWrite internal consultant notes
Record private operational or consultant information.
Open guide →GuideUnderstand date and overdue logic
Use Expected due date for operational overdue reporting and Renewal due date for future renewal planning.
Open guide →GuideSeparate client-visible and internal notes
Keep landlord-visible updates separate from private consultant commentary.
Open guide →GuideUnderstand the linked contact
Recognise when an active client contact is linked for proposal delivery and public-intake ownership.
Open guide →