Where to start
Agency Governance → Material Information
Before you begin
Identify the property and the person responsible for approving information for its intended use.
Follow these steps
- Review the latest record and any outstanding information.
- Check the relevant guidance and source evidence through your organisation's current process.
- Record verified details, references and review notes.
- Resolve gaps before completing the approval stage.
- Recheck the saved record and any downstream information that relies on it.
Check the result
The approved position should be supported by identifiable evidence and a recorded review.
If something does not look right
Do not infer missing information from a similar property. Ask the responsible owner to verify uncertain details.
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
- Understand the compliance workspace
- Build an audit pack that tells a clear story
- Track gas safety evidence
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.