Managing Property Compliance Checks

Compliance Checks record safety and compliance activity completed for a property, together with supporting certificates, notes and photographs.

Open Compliance Checks

1. Open Properties → List Properties and select the required property.
2. Select the Compliance tab.
3. Select Compliance Checks from the secondary navigation.

Use the Compliance Check Type filter to display all checks or only checks of a selected type. Select a check type in the list to open the complete record. A paperclip indicates that a certificate is attached.

Add a Compliance Check

1. Select Add Compliance Check.
2. Select the Compliance Check Type.
3. Enter the Inspection Date, Expiry Date and Certificate No.
4. Upload the certificate, if available.
5. Add any relevant notes.
6. Select Add.

View and manage a check

The check detail page displays the check type, certificate number, inspection and expiry dates, attached certificate and notes. Select the certificate link to open the uploaded file.

Use Options to edit or delete the check, subject to your permissions.

Compliance Check photographs

Open a check and select Upload Photos to add supporting photographs. Uploaded photographs appear on the check detail page and can be opened at full