Workflow

Journey types, structured intake and public applications

Use Full Compliance, One-Off Services and Property Licensing forms from administrator and public routes.

30 connected guidesLive filterPermission-aware instructions
30 guides
Category

Service Journeys

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Understand Full Compliance journeys

Use the managed_compliance type for portfolio-based ongoing compliance services.

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Understand One-Off Services journeys

Use one_off_service for a defined service request or task.

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Understand Property Licensing journeys

Use property_licensing for HMO, selective, additional or other licence work.

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Open a public service journey form

Use /service-journeys/start/{slug}.

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Understand public anti-bot validation

The hidden website field must remain empty.

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Understand public submission rate limiting

A source IP is limited to 10 submissions in 60 minutes.

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Complete Application title

Required, maximum 191 characters.

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Complete Client or organisation

Required, maximum 191 characters.

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Complete Primary contact

Required, maximum 191 characters.

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Complete Contact email

Required and valid, maximum 191 characters.

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Complete Contact phone

Optional, maximum 50 characters.

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Complete Service location

Optionally identify the property, portfolio or service area.

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Complete Details

Provide the public application description.

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Understand public source and ownership

Public applications use source public_form, normal priority, no linked client/contact, no assignment and no due date.

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Use the public success token

Successful submission redirects to a token page showing application, answers and workflow.

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Complete Portfolio size

Number of properties or units in scope.

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Complete Tenancy count

Number of tenancies in scope.

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Complete Current arrangements

Explain current compliance-management processes.

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Complete Priority concerns

List urgent risks or problem areas.

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Complete Preferred start date

Select the desired service start date.

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Complete Service required

Name the one-off service.

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Complete Authority or third party

Identify the authority, provider or external party.

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Complete Target date

Enter the desired completion/submission date.

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Complete Task details

Describe the required work and evidence.

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Complete Licence type

Choose HMO, Selective, Additional or Other.

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Complete Local authority

Enter the relevant authority.

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Complete Bedrooms

Enter the property bedroom count.

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Complete Occupants

Enter the occupant count.

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Complete Current licence status

Explain the current application/licence position.

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