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Viewing Cottage Compliance

The cottage compliance overview provides a quick view of compliance status for all properties, helping you identify which cottages need attention and track overall compliance progress.

What you can see

  • Summary cards - Quick counts of cottages by status (compliant, expired, for review, etc.)
  • Cottage compliance table - All cottages with their current compliance status
  • Progress indicators - How many compliance items each cottage has completed
  • Next expiry dates - When the next compliance item expires for each cottage
  • Filter and search - Find specific cottages or filter by status
  • Export - Download the cottage compliance list to CSV

Accessing the cottage compliance overview

To view the cottage compliance overview:

  1. Navigate to Cottages > Compliance
  2. Review the summary cards at the top showing cottage counts by status
  3. Browse the cottage compliance table below

The page displays all cottages and their overall compliance status.

Understanding the summary cards

The summary cards at the top show quick counts:

  • Rejected - Cottages with one or more rejected compliance submissions
  • Expired - Cottages with one or more expired compliance items
  • For Review - Cottages with documents awaiting staff review
  • In Progress - Cottages with documents being uploaded or reviewed
  • Not Provided - Cottages with no compliance documents uploaded
  • Compliant - Cottages with all required items accepted and valid

Click any summary card to filter the cottage list to show only that status.

Focus on urgent items

Click Rejected, Expired, or For Review cards to see cottages needing immediate attention.

Understanding the cottage table

Each row in the cottage compliance table shows:

  • Cottage name - Property name
  • Owner - Property owner's name
  • Status - Overall compliance status with color coding:
    • Green badge - Compliant
    • Red badge - Rejected
    • Red badge - Expired
    • Orange badge - For Review
    • Blue badge - In Progress
    • Gray badge - Not Provided
  • Progress - Number of completed items vs total items (e.g., "3/5")
  • Expiration - Date when the next compliance item expires

Filtering and searching

Use the filter controls to narrow down the cottage list. Available filters:

  • Search by Cottage - Find a specific cottage by name
  • Status - Filter by compliance status (Rejected, Not Provided, Compliant, In Progress, Expired, For Review)
  • Live Status - Filter by whether the cottage is live or not
  • Tags - Filter by cottage tags

Click any summary card to quickly filter by that status. Click Reset to clear all filters.

Exporting cottage compliance data

You can export the cottage compliance list to a CSV file. The export uses your currently applied filters, so you can export a targeted subset (for example, only cottages with expired compliance) or the full list by clearing your filters first.

To export:

  1. Apply the filters you want to include in the export (or clear them to export all cottages)
  2. Click the Export button in the table toolbar
  3. The system checks how many cottages match your filters
  4. If there are no matching cottages, you'll see a message saying nothing can be exported with the current filters
  5. If more than 1,000 cottages match, you'll be asked to confirm before the export begins
  6. Once complete, click Download to save the CSV file

Exports all matching rows

The export includes every cottage matching your filters, not just the rows on the current page.

The exported CSV contains the following columns:

  • Cottage Name - Property name
  • Cottage ID - Property identifier
  • Status - Overall compliance status
  • Progress - Number of completed items vs total items (e.g., "3 of 5")
  • Expiry Date - Date when the next compliance item expires (if applicable)

Viewing detailed compliance for a cottage

To see detailed compliance entries for a specific cottage:

  1. Find the cottage in the table
  2. Click anywhere on the cottage row
  3. You'll navigate to the cottage's compliance entries page

This shows all compliance entries for that cottage with options to add new entries and manage existing ones.

Navigation shortcut

Clicking a cottage row is the quickest way to manage that cottage's compliance in detail.

Pagination

The cottage list is paginated. Use the page navigation controls to move between pages. The total count of matching cottages is displayed alongside the pagination controls.

Understanding compliance status

Not Provided

Cottages showing Not Provided have no compliance documents uploaded yet. These cottages need initial setup - either create compliance entries or remind owners to upload documentation.

Compliant

Cottages showing Compliant have all required compliance items accepted and within their validity period. No immediate action needed.

Stay ahead of expiries

Check the Expiration date for compliant cottages to stay ahead of upcoming expiries.

In Progress

Cottages showing In Progress have compliance work underway - documents may be uploaded but not yet reviewed, or submissions may have been rejected and awaiting correction.

Rejected

Cottages showing Rejected have one or more compliance submissions that were rejected by staff. The owner (or agency) needs to upload corrected documents. Rejected takes priority over other statuses - if any entry is rejected, the cottage shows as Rejected.

Expired

Cottages showing Expired have one or more compliance items past their expiry date. These need urgent attention - contact the owner to renew expired compliance.

For Review

Cottages showing For Review have documents uploaded and waiting for staff acceptance. Review these submissions to move cottages toward compliance.

Common tasks from this page

Address rejected submissions

  1. Click Rejected summary card
  2. See all cottages with rejected compliance submissions
  3. Click each cottage to review which entries were rejected
  4. Contact owners to upload corrected documents

Prioritize review work

  1. Click For Review summary card
  2. See all cottages with pending submissions
  3. Click each cottage to review and accept documents

Identify expired compliance

  1. Click Expired summary card
  2. Review list of cottages with expired items
  3. Click each cottage to see which items need renewal
  4. Contact owners or schedule renewals

Find cottages missing compliance

  1. Click Not Provided summary card
  2. See cottages without any compliance uploaded
  3. Create entries or contact owners to begin compliance process