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Help/Compliance Monitor/Tenancy Compliance: deposits, Right to Rent, tenant fees, prescribed documents, notices, rent changes and pet requests
How-to guide

Tenancy compliance workflow

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 MonitorHow do I manage deposit protection?How do I use Right to Rent?Related website page

Where to click

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

Sidebar > Tenancy Compliance > Deposit Protection Workflows
Sidebar > Tenancy Compliance > Right to Rent
Sidebar > Tenancy Compliance > Tenant Fees / Permitted Payments
Sidebar > Tenancy Compliance > Tenant Information & Prescribed Documents
Sidebar > Tenancy Compliance > Possession & Notice Compliance
Sidebar > Tenancy Compliance > Rent Increase & Bidding
Sidebar > Tenancy Compliance > Pet Requests Compliance
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open Sidebar > Tenancy Compliance and choose the exact workflow you need, such as Deposit Protection, Right to Rent, Tenant Fees, Prescribed Documents, Possession & Notice, Rent Increase & Bidding or Pet Requests.
  2. Use the intake, review or service record action in that section to start the workflow.
  3. Complete the required review fields and save the record.
  4. Use the approval or sync action where the section supports approved compliance records or linked outputs.
  5. Return to the section landing page to review status, evidence and related follow-up.

What this feature does

  • Deposit Protection and Right to Rent have verified upload, review, approve and PDF-related controller actions.
  • Tenant Fees, Tenant Information, Possession & Notice, Rent Increase & Bidding and Pet Requests are live menu areas in the current module.
  • The tenancy family is designed as a structured group rather than scattered utilities.
  • Tenancy compliance is linked closely to approved-record continuity and evidence handling.
  • The audit side of the module mirrors many of these tenancy workflows with separate audit routes.

What to do next

  • If the matter is licensing or agency-wide governance rather than tenancy-specific, continue into Licensing & Gov or Agency Governance.
  • For audit pack building and archive-style review, use the later audit articles.

Related guides

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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.

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

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Related questions

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 the 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.

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 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.