Where to start
Compliance → Core Compliance → Synced Compliance Index
Before you begin
Start with the existing property or case so the team keeps one connected history. Compliance View is required; changing records also needs the appropriate Edit capability.
Follow these steps
- Start with the property or supplier reference that the team already uses.
- Search the index and narrow it by entity type if names are similar.
- Check the source identity on the matching row.
- Ask the responsible colleague to fix or synchronise a missing relationship before adding another record.
Check the result
A colleague can find the outcome on the same property or case and see what needs to happen next.
If something does not look right
Give the team the property or case reference and the message shown. Check the saved outcome before attempting the action again.
Fields, rules and limits
- The index supports Search and Entity Type with 50 rows per page. Search text is limited to 191 characters. Synchronisation actions require Edit; searching does not alter the source entity.
Questions and answers
What should I check before handing this over?
Make sure the property reference, saved outcome and next action are clear to the colleague taking over.
Should I start again if I do not see a confirmation?
Check the existing record first. It may already have saved, with only a later delivery or file-generation step still pending.
Related technical reference: Britixo's detailed product guide (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- Record postal tracking for a compliance notification
- Review Landlord Ombudsman Audit
- Review PRS Database Audit
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.