Safety certificates workflow

Where to click

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

Exact steps

1. Open Sidebar > Safety Certificates and choose the exact certificate area such as Gas Safety / CP12 Tracking, EICR Tracking or EPC / MEES Tracking.
2. Use the upload or intake action in that section when you need to add a new certificate-related document.
3. Review the parsed or intake data, correct it if needed and then save or approve the record according to the live workflow of that section.
4. Use the approved record and evidence workflow for the final trusted compliance state.
5. Return to the section landing page to monitor status, expiry and recent uploads.

What this feature does

• Gas Safety, EICR and EPC have dedicated upload, parse, review, save, approve and delete actions in the controller.
• Detailed PDF generation is present for multiple compliance certificate types.
• The menu structure confirms safety topics are grouped together under Safety Certificates.
• The current codebase includes routes and outputs for smoke alarms, fire risk, legionella, building safety and asbestos sections.
• Notification and record linkage are designed to stay close to the approved compliance record workflow.

What to do next

• If the record is tenancy-sensitive rather than safety-led, continue in the Tenancy Compliance family instead.
• For audit selection or authority-facing output, move later into the Legal & Audit articles.

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