Workflow

Statuses, timeline and authority progression

Apply every installed status, record landlord-visible notes, identify landlord action and understand authority and completion timestamps.

26 connected guidesLive filterPermission-aware instructions
26 guides
Category

Full Compliance Applications

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Update a case status

Select a new installed status, enter the status note and save a landlord-visible timeline event.

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Understand all installed status choices

Use the complete 19-status progression without inventing additional statuses.

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Use status: Case started

The case is opened and awaiting initial review.

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Use status: Landlord details received

Landlord details are received and added.

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Use status: Property details received

Property information is received and linked.

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Use status: Documents requested from landlord

Required evidence has been requested.

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Use status: Documents received

Uploaded evidence is ready for review.

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Use status: Documents under review

Consultants are checking evidence.

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Use status: More information required

Additional information is required.

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Use status: Compliance work being prepared

The authority pack or compliance work is being prepared.

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Use status: Compliance submission sent to authority

The submission has been sent to the relevant authority.

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Use status: Authority acknowledgement received

The authority has confirmed receipt.

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Use status: Authority review in progress

The authority is reviewing the submission.

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Use status: Authority query received

The authority has requested clarification or evidence.

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Use status: Response submitted to authority

A response to the authority query has been sent.

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Use status: Inspection scheduled

An inspection has been arranged where applicable.

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Use status: Inspection completed

The scheduled inspection is complete.

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Use status: Compliance approved

The case has received approval.

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Use status: Compliance completed

The compliance work has been completed.

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Use status: Case completed

The application is complete.

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Use status: Renewal reminder active

The completed case is retained for future renewal action.

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Read the case timeline

Review status, document, proposal, journey and system events in chronological case history.

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Understand landlord-action flags

Recognise statuses that require documents, missing information or an authority-query response from the client.

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Understand authority submission timestamps

Recognise when the first authority-submission timestamp is recorded.

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Understand completion timestamps

Recognise when a final status records the case completion time.

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