Setup, access, permissions and module structure

Full Compliance Applications

Understand Full Compliance Applications

Review the complete administrator, client-portal, proposal, document, notification and authority workflow implemented in version 1.0.0.

Check the CRM requirement

Confirm that the module targets CRM version 2.3.* before activation.

Activate Full Compliance Applications

Run the module installer through normal module activation and verify that its menu and records are available.

Deactivate the module safely

Disable the module through the CRM without presenting deactivation as record deletion.

Open the administrator workspace

Use the installed administrator menu to open the case register.

Open the client portal workspace

Use the Full Compliance Applications link added to the authenticated client navigation.

Understand client portal routing

Recognise that the working portal is rendered through the existing Clients page with module query parameters rather than relying on standalone public module routes.

Use the Compliance Monitor shortcut

Use the administrator shortcut injected on Compliance Monitor pages to move into Full Compliance Applications.

Understand the four module capabilities

Distinguish View, Create, Edit and Delete access and how each controller action enforces it.

Assign View permission

Allow staff to open the register and case details without edit controls.

Assign Create permission

Allow staff to create a new compliance case.

Assign Edit permission

Allow staff to update cases, statuses, journeys, proposal workflows and documents.

Assign Delete permission

Allow staff to soft-delete cases and delete individual document records/files.

Understand installed data records

Understand the applications, status, timeline, document, audit and proposal records created by the installer.