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Help/Compliance Monitor/Core Compliance: dashboard, records and notification engine
How-to guide

Core compliance dashboard

The Compliance Monitor module begins with a verified Core Compliance menu containing Dashboard, Compliance Records and Notification / Intimation Engine. This guide covers the live entry points and the surrounding renewal and notification actions exposed in the current controllers.

Compliance MonitorHow do I use the compliance dashboard?Where are compliance records?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

Sidebar > Core Compliance > Dashboard
Sidebar > Core Compliance > Compliance Records
Sidebar > Core Compliance > Notification / Intimation Engine
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open Sidebar > Core Compliance > Dashboard.
  2. Use the dashboard to review counts, visibility and current compliance status.
  3. Open Compliance Records when you need the detailed record workspace.
  4. Open the Notification / Intimation Engine when you need reminder or notification-side workflow.
  5. Use the record or dashboard view as the starting point before moving into a specific compliance section.

What this feature does

  • The dashboard is the main entry point for the compliance module.
  • Compliance Records is a dedicated screen, not just a report export.
  • Notification / Intimation Engine has its own route and supporting PDF / resend actions in the controller.
  • Renewal submissions, notification PDF repair, resend email and open latest notification PDF are verified controller capabilities.
  • A cron and sync layer exists for property-link and supplier-link background sync.

What to do next

  • Once you understand the core layer, continue into the relevant compliance family such as Safety Certificates or Tenancy Compliance.
  • For regulator-facing output, use the audit-focused articles later in this category.

Related guides

Safety Certificates: gas, EICR, EPC, alarms, fire, legionella, building safety and asbestos

The current Safety Certificates menu includes Gas Safety / CP12, EICR, EPC / MEES, Smoke & CO Alarms, Fire Risk Assessment, Legionella Risk Assessment, Building Safety / Higher-Risk Buildings and Asbestos Management. The live controller confirms upload, parse, review, approve, delete and PDF-related actions across these certificate workflows.

Compliance Monitor

Tenancy Compliance: deposits, Right to Rent, tenant fees, prescribed documents, notices, rent changes and pet requests

The current Tenancy Compliance menu contains Deposit Protection Workflows, Right to Rent, Tenant Fees / Permitted Payments, Tenant Information & Prescribed Documents, Possession & Notice Compliance, Rent Increase & Bidding and Pet Requests Compliance. These are verified menu items in the live module.

Compliance Monitor

Agency Governance: AML, sanctions, ICO, GDPR, CMP, redress, estate agency AML, landlord ombudsman and material information

The current Agency Governance menu contains AML / KYC Intake, Financial Sanctions Checks, ICO Data Protection Fee / Registration, GDPR Retention / Deletion Controls, CMP Scheme, Redress Scheme Membership, Estate Agency AML Supervision, Landlord Ombudsman and Material Information.

Compliance Monitor

Legal & Audit, Financial & Audit and Tenancy & Audit registers

The Compliance Monitor build includes separate audit-oriented menu families: Legal & Audit, Financial & Audit, Tenancy & Audit, Property & Audit and Audit Trail Chain. These routes exist to pull together approved records, audit packs, exports and evidence-led review areas.

Compliance Monitor

Related questions

How do I upload gas certificate?

The current Safety Certificates menu includes Gas Safety / CP12, EICR, EPC / MEES, Smoke & CO Alarms, Fire Risk Assessment, Legionella Risk Assessment, Building Safety / Higher-Risk Buildings and Asbestos Management. The live controller confirms upload, parse, review, approve, delete and PDF-related actions across these certificate workflows.

How do I manage deposit protection?

The current Tenancy Compliance menu contains Deposit Protection Workflows, Right to Rent, Tenant Fees / Permitted Payments, Tenant Information & Prescribed Documents, Possession & Notice Compliance, Rent Increase & Bidding and Pet Requests Compliance. These are verified menu items in the live module.

How do I use AML and sanctions checks?

The current Agency Governance menu contains AML / KYC Intake, Financial Sanctions Checks, ICO Data Protection Fee / Registration, GDPR Retention / Deletion Controls, CMP Scheme, Redress Scheme Membership, Estate Agency AML Supervision, Landlord Ombudsman and Material Information.

How do I use audit registers?

The Compliance Monitor build includes separate audit-oriented menu families: Legal & Audit, Financial & Audit, Tenancy & Audit, Property & Audit and Audit Trail Chain. These routes exist to pull together approved records, audit packs, exports and evidence-led review areas.