Help centre / Compliance & Health

Building compliance: statutory calendar, renewals & audit pack

Track every statutory certificate per property, get expiry alerts, let renewal jobs raise themselves and hand auditors a branded evidence pack.

• Building compliance — (sidebar, under Assets) is the statutory calendar for your properties — gas, electrical, fire, water, asbestos, lifts, pressure systems and more.

Set up a building

Open it from the Buildings tab and Add requirements. Tick what applies (or Tick the common set — Gas Safety, EICR, FRA, fire alarm, emergency lighting, extinguishers, Legionella RA, asbestos, PAT). Each requirement carries the library's renewal interval and lead time (how far ahead a renewal job is raised); change them for everyone on the Types & intervals tab, or for one building via the pencil on the row. Add anything we don't cover as a custom type.

Record an inspection

Record inspection on the row → inspection date (expiry defaults to +interval, override if the certificate says otherwise), provider, reference and the certificate file (PDF/image). The file lands in the property's File Hub folder, the previous certificate is kept in the row's history, and any open renewal job for that requirement is completed automatically.

Status

Valid → Expiring (inside the lead time) → Expired; No certificate means the requirement is tracked but nothing has been recorded yet. The building's score is the share of requirements that are valid or merely expiring.

Alerts & renewal jobs

An hourly sweep pings admins when a certificate enters its lead window and again when it expires (critical). With Auto-raise a renewal job on (default), a Compliance renewal job is created — scheduled at expiry minus lead time, high priority if already expired — once per certificate. Use the paper-plane icon to raise one by hand. The Calendar tab shows every expiry month by month, plus anything already overdue or missing.

Audit pack

Audit pack on the building page builds a branded PDF — cover with the score, a status table, the certificate register with history and legislation, and every certificate file appended as evidence. Clients can download the same pack from their portal.

Related: Asset register · Jobs overview · File Hub overview