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Browsing Compliance Entries

The Compliance Entries page shows every compliance entry across all properties in one list. It's the best place to get an overview of compliance status across your whole portfolio, find specific entries, and work through pending reviews or expiries.

What you can do

  • See all entries - View every compliance entry across all cottages
  • Filter by status - Use summary cards to focus on a status
  • Filter by detail - Narrow the list by cottage, owner, compliance type, manager, or tags
  • Open an entry - Click a row to manage that entry in detail
  • Export entries - Download the filtered list to CSV

Accessing the page

  1. Navigate to Compliance > Entries
  2. The page lists all compliance entries, sorted by Last Updated by default

Understanding the summary cards

The cards at the top show quick counts of entries by status:

  • Rejected - Entries with a rejected submission
  • Expired - Entries whose accepted document has passed its expiry date
  • Awaiting Review - Entries with documents waiting for staff review
  • In Progress - Entries with a scheduled action or work underway
  • Not Provided - Entries with no documents uploaded yet
  • Compliant - Entries with an accepted and valid document

Click any card to filter the list to just that status. Click it again (or use the Status filter) to clear it.

Prioritise review and expiry work

Use the Awaiting Review, Expired, and Rejected cards to jump straight to entries needing attention.

Understanding the entries table

Each row in the table shows:

  • Compliance Type - Name of the requirement (e.g., "Gas Safety Certificate"), with an Agency Managed or Request Pending indicator beneath it
  • Cottage - The property the entry belongs to
  • Owners - The owner(s) responsible for the cottage
  • Status - Current status with color coding (green = Compliant, red = Expired/Rejected, orange = Awaiting Review, blue = In Progress, gray = Not Provided)
  • Last Updated - Date of most recent activity
  • Expiration - When the current accepted document expires, color-coded as it approaches

Click any row to open the entry management page for that entry.

Filtering and searching

Use the filter controls to narrow down the list:

  • Search by Cottage - Find entries for a specific cottage
  • Search by Owner - Find entries for a specific owner
  • Compliance Type - Filter by requirement (e.g., only Gas Safety Certificates)
  • Status - Filter by compliance status
  • Managed By - Filter by Agency or Owner responsibility
  • Live Status - Filter by whether the cottage is live or not
  • Property Manager - Find entries managed by a specific property manager
  • Tags - Filter by cottage tags

Click Reset to clear all filters. The summary cards update to reflect your active filters.

Request Pending indicator

Entries where the owner has requested agency management (and staff haven't approved or rejected it yet) show Request Pending beneath the compliance type. See Managing Compliance Entries for the approval flow.

Pagination

The list is paginated. Use the page navigation controls to move between pages; the total count of matching entries is shown alongside.

Exporting the list

You can export the filtered entries to a CSV file. The export uses your currently applied filters and includes every matching entry, not just the current page.

  1. Apply the filters you want to include (or clear them to export everything)
  2. Click Export in the table toolbar
  3. If more than 1,000 entries match, confirm before the export begins
  4. Click Download to save the CSV file

The CSV contains: Cottage Name, Cottage ID, Compliance Type, Status, Expiry Date, and Last Updated.

See Exporting compliance entries for more detail on the export process.

Common workflows

Review pending submissions

  1. Click the Awaiting Review summary card
  2. Click each entry to review and accept or reject the submission

Identify expired compliance

  1. Click the Expired summary card
  2. Review the list of expired entries
  3. Contact owners (or check that reminder emails have been sent) to request renewals

Check a specific cottage or owner

  1. Use Search by Cottage or Search by Owner
  2. Review that property's compliance position at a glance
  3. Click an entry for full details