Application register, KPIs and case management
Create, find, open, edit and soft-delete professional compliance cases while preserving the correct landlord, property, authority and audit context.
Full Compliance Applications
Open guide →GuideUse the compliance application register
Review all active cases in the professional register.
Open guide →GuideRead the Total KPI
Count all active, non-deleted compliance applications.
Open guide →GuideRead the Waiting Landlord KPI
Identify cases whose current status requires landlord action.
Open guide →GuideRead the With Authority KPI
Identify submitted, acknowledged, authority-review and authority-query cases.
Open guide →GuideRead the Completed KPI
Identify approved, completed, case-completed and renewal-reminder cases.
Open guide →GuideRead the Overdue KPI
Identify cases whose expected due date has passed and are not in a completed or renewal state.
Open guide →GuideSearch the register
Search by case reference, landlord, service, authority or status using the browser search field.
Open guide →GuideUnderstand register columns
Read Reference, Landlord, Service/Requirement, Authority, Status, Last Update and Action.
Open guide →GuideOpen a compliance case
Select View from the case row to open status, journey, proposal, documents, timeline and audit-linked information.
Open guide →GuideCreate a compliance case
Open New Application and submit the landlord, service and professional case information.
Open guide →GuideEdit a compliance case
Open Edit, update permitted case fields and retain the same reference and linked evidence.
Open guide →GuideSave a new or edited case
Submit the case form and handle required-field validation or successful redirection.
Open guide →GuideUnderstand generated case references
Recognise the generated FCA date-and-random-suffix reference attached to a new case.
Open guide →GuideLink the correct landlord
Select an existing CRM client as the required case owner.
Open guide →GuideLink an optional property
Choose an available property record or leave the case unlinked until one is available.
Open guide →GuideSoft-delete a case
Use Delete from the case view, confirm the action and retain the historical record with a deleted timestamp.
Open guide →GuideUnderstand client ownership
Recognise that client-portal access is limited to applications whose client ID matches the authenticated customer.
Open guide →GuideUnderstand tenant-aware administrator links
Use links generated for the active tenant path when the CRM is served from a tenant subdirectory.
Open guide →