Workflow

Property Compliance

Browse Compliance Monitor guides related to property compliance.

7 connected guidesLive filterPermission-aware instructions
7 guides
Guide

Compliance Monitor module overview

Compliance Monitor module overviewUnderstand how property, tenancy, safety, licensing, governance, renewal and audit workflows connect in one module.

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Guide

Enable Compliance Monitor permissions

Enable Compliance Monitor permissionsAssign the module permission group so staff see only the actions they are authorised to perform.

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Understand the Compliance Monitor menu groups

Understand the Compliance Monitor menu groupsNavigate Core Compliance, Safety Certificates, Tenancy Compliance, Licensing & Gov, Agency Governance and the audit menus.

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Use the Compliance Monitor dashboard

Use the Compliance Monitor dashboardRead live counts and open the correct operational workspace from the dashboard.

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Synchronise linked properties

Synchronise linked propertiesRefresh property relationships from the real-estate source into the Compliance Monitor sync index.

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Synchronise suppliers

Synchronise suppliersRefresh supplier records used by certificate, contractor and compliance workflows.

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Use the compliance records register

Use the compliance records registerSearch all approved and active compliance records from one register.

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