Workflow

Safety Certificates

Browse Compliance Monitor guides related to safety certificates.

59 connected guidesLive filterPermission-aware instructions
59 guides
Guide

Use Gas Safety / CP12 tracking

Use Gas Safety / CP12 trackingManage the end-to-end intake, review, approval and evidence lifecycle for gas safety certificate.

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Upload Gas Safety / CP12 evidence

Upload Gas Safety / CP12 evidenceCreate a document-intake record for gas safety certificate and attach it to the correct linked entity.

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Parse Gas Safety / CP12 evidence

Parse Gas Safety / CP12 evidenceRun the module extraction step and inspect values detected from the uploaded gas safety certificate.

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Review and edit Gas Safety / CP12 details

Review and edit Gas Safety / CP12 detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Gas Safety / CP12 compliance record

Approve a Gas Safety / CP12 compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Gas Safety / CP12 PDF record

Open the Gas Safety / CP12 PDF recordOpen or generate the system PDF for an approved Gas Safety / CP12 record and distinguish it from original evidence.

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Delete Gas Safety / CP12 intake evidence safely

Delete Gas Safety / CP12 intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use EICR tracking

Use EICR trackingManage the end-to-end intake, review, approval and evidence lifecycle for electrical installation condition report.

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Upload EICR evidence

Upload EICR evidenceCreate a document-intake record for electrical installation condition report and attach it to the correct linked entity.

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Parse EICR evidence

Parse EICR evidenceRun the module extraction step and inspect values detected from the uploaded electrical installation condition report.

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Review and edit EICR details

Review and edit EICR detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a EICR compliance record

Approve a EICR compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the EICR PDF record

Open the EICR PDF recordOpen or generate the system PDF for an approved EICR record and distinguish it from original evidence.

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Delete EICR intake evidence safely

Delete EICR intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use EPC / MEES tracking

Use EPC / MEES trackingManage the end-to-end intake, review, approval and evidence lifecycle for EPC or MEES evidence.

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Upload EPC / MEES evidence

Upload EPC / MEES evidenceCreate a document-intake record for EPC or MEES evidence and attach it to the correct linked entity.

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Parse EPC / MEES evidence

Parse EPC / MEES evidenceRun the module extraction step and inspect values detected from the uploaded EPC or MEES evidence.

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Review and edit EPC / MEES details

Review and edit EPC / MEES detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a EPC / MEES compliance record

Approve a EPC / MEES compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the EPC / MEES PDF record

Open the EPC / MEES PDF recordOpen or generate the system PDF for an approved EPC / MEES record and distinguish it from original evidence.

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Delete EPC / MEES intake evidence safely

Delete EPC / MEES intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use Smoke & CO Alarms tracking

Use Smoke & CO Alarms trackingManage the end-to-end intake, review, approval and evidence lifecycle for smoke or carbon-monoxide alarm evidence.

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Upload Smoke & CO Alarms evidence

Upload Smoke & CO Alarms evidenceCreate a document-intake record for smoke or carbon-monoxide alarm evidence and attach it to the correct linked entity.

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Parse Smoke & CO Alarms evidence

Parse Smoke & CO Alarms evidenceRun the module extraction step and inspect values detected from the uploaded smoke or carbon-monoxide alarm evidence.

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Review and edit Smoke & CO Alarms details

Review and edit Smoke & CO Alarms detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Smoke & CO Alarms compliance record

Approve a Smoke & CO Alarms compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Smoke & CO Alarms PDF record

Open the Smoke & CO Alarms PDF recordOpen or generate the system PDF for an approved Smoke & CO Alarms record and distinguish it from original evidence.

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Delete Smoke & CO Alarms intake evidence safely

Delete Smoke & CO Alarms intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use Fire Risk Assessment tracking

Use Fire Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for fire risk assessment evidence.

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Upload Fire Risk Assessment evidence

Upload Fire Risk Assessment evidenceCreate a document-intake record for fire risk assessment evidence and attach it to the correct linked entity.

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Parse Fire Risk Assessment evidence

Parse Fire Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded fire risk assessment evidence.

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Review and edit Fire Risk Assessment details

Review and edit Fire Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Fire Risk Assessment compliance record

Approve a Fire Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Fire Risk Assessment PDF record

Open the Fire Risk Assessment PDF recordOpen or generate the system PDF for an approved Fire Risk Assessment record and distinguish it from original evidence.

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Delete Fire Risk Assessment intake evidence safely

Delete Fire Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use Legionella Risk Assessment tracking

Use Legionella Risk Assessment trackingManage the end-to-end intake, review, approval and evidence lifecycle for legionella risk assessment evidence.

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Upload Legionella Risk Assessment evidence

Upload Legionella Risk Assessment evidenceCreate a document-intake record for legionella risk assessment evidence and attach it to the correct linked entity.

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Parse Legionella Risk Assessment evidence

Parse Legionella Risk Assessment evidenceRun the module extraction step and inspect values detected from the uploaded legionella risk assessment evidence.

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Review and edit Legionella Risk Assessment details

Review and edit Legionella Risk Assessment detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Legionella Risk Assessment compliance record

Approve a Legionella Risk Assessment compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Legionella Risk Assessment PDF record

Open the Legionella Risk Assessment PDF recordOpen or generate the system PDF for an approved Legionella Risk Assessment record and distinguish it from original evidence.

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Delete Legionella Risk Assessment intake evidence safely

Delete Legionella Risk Assessment intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use Building Safety / Higher-Risk Buildings tracking

Use Building Safety / Higher-Risk Buildings trackingManage the end-to-end intake, review, approval and evidence lifecycle for building safety evidence.

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Upload Building Safety / Higher-Risk Buildings evidence

Upload Building Safety / Higher-Risk Buildings evidenceCreate a document-intake record for building safety evidence and attach it to the correct linked entity.

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Parse Building Safety / Higher-Risk Buildings evidence

Parse Building Safety / Higher-Risk Buildings evidenceRun the module extraction step and inspect values detected from the uploaded building safety evidence.

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Review and edit Building Safety / Higher-Risk Buildings details

Review and edit Building Safety / Higher-Risk Buildings detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Building Safety / Higher-Risk Buildings compliance record

Approve a Building Safety / Higher-Risk Buildings compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Building Safety / Higher-Risk Buildings PDF record

Open the Building Safety / Higher-Risk Buildings PDF recordOpen or generate the system PDF for an approved Building Safety / Higher-Risk Buildings record and distinguish it from original evidence.

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Delete Building Safety / Higher-Risk Buildings intake evidence safely

Delete Building Safety / Higher-Risk Buildings intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use Asbestos Management tracking

Use Asbestos Management trackingManage the end-to-end intake, review, approval and evidence lifecycle for asbestos survey or management evidence.

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Upload Asbestos Management evidence

Upload Asbestos Management evidenceCreate a document-intake record for asbestos survey or management evidence and attach it to the correct linked entity.

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Parse Asbestos Management evidence

Parse Asbestos Management evidenceRun the module extraction step and inspect values detected from the uploaded asbestos survey or management evidence.

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Review and edit Asbestos Management details

Review and edit Asbestos Management detailsVerify extracted fields, correct errors and save a review before approval.

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Approve a Asbestos Management compliance record

Approve a Asbestos Management compliance recordConvert a reviewed intake into an approved compliance record only after mandatory evidence checks pass.

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Open the Asbestos Management PDF record

Open the Asbestos Management PDF recordOpen or generate the system PDF for an approved Asbestos Management record and distinguish it from original evidence.

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Delete Asbestos Management intake evidence safely

Delete Asbestos Management intake evidence safelyUse the controlled delete action for an incorrect or duplicate intake without deleting the wrong approved record.

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Use the property audit workspace

Use the property audit workspaceReview safety certificates, HMO/licensing, building safety and asbestos audit records.

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Review Gas Safety, EICR and EPC audit evidence

Review Gas Safety, EICR and EPC audit evidenceUse the combined property audit to compare core certificate coverage and expiry risk.

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Review fire, legionella and alarm audit evidence

Review fire, legionella and alarm audit evidenceUse the combined property audit for fire-risk, legionella and smoke/CO alarm records.

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