The compliance dashboard explained

Two views: portfolio and per-property

PropFlow has two compliance views, fed by the same data:

• Portfolio view — /compliance from the left nav. Org-wide. Use this for "what do I need to do this week?"
• Per-property view — open any property and click the Compliance tab. Property-scoped. Use this when working through one property's obligations one by one.

The four status colours

Every compliance item is in one of four states. Status is computed at render time, not stored, so changes appear instantly:

• Red — Overdue. The deadline has passed (in Europe/London time) and there's no valid certificate on file. Highest priority — fix these first.
• Amber — Due Soon. A certificate is on file and valid, but the deadline is within the next 30 days. Time to book the renewal.
• Green — Compliant. A certificate is on file and either has no deadline or has more than 30 days left.
• Grey — Not Started. The obligation exists but no certificate has been uploaded yet. Different from Overdue: there's no deadline pressure, you just haven't done it.

The 5 summary cards

Across the top of the dashboard:

1. Total — every compliance item across your portfolio.
2. Overdue — items past their deadline. Click to filter.
3. Due Soon — items within 30 days of deadline. Click to filter.
4. Compliant — items in good standing. Click to filter.
5. Unknown / Not Started — items without a certificate uploaded yet. Click to filter.

The 5 cards together always add up to the total. Filtering by clicking a card narrows the list below to that subset.

How deadlines are computed

PropFlow uses different rules for different obligation types. For most items, when you upload a certificate, the deadline is set to (issue date + renewal period):

"Event-based" means there's no calendar renewal — once the document is in PropFlow, the item stays green (until you start a new tenancy, at which point the obligation re-applies and a new document is needed).

Timezones

Compliance deadlines use Europe/London time (with automatic BST handling), not UTC. A certificate that expires on "15 March 2026" goes overdue at midnight London time on that date — which is what you, the tenant, and any inspector would expect.

What the rows show

Each row in the list is one obligation on one property. Columns include:

• The property address
• The obligation name (Gas Safety, EICR, EPC, etc.)
• The current status (the coloured dot)
• The deadline (or "—" for event-based obligations)
• Whether a document is on file (and a link to view it)

What to do with what you see

• Anything red — your top priority. Fix overdue items today. They expose you to the biggest legal and financial risk.
• Anything amber — book the renewal in the next 2 weeks. Don't wait until day 29.
• Anything grey — for new properties, work through these methodically. The obligation exists but you've not done it yet.
• Anything green — leave it alone. PropFlow will turn it amber automatically when the renewal window opens.

Next steps

• Upload your first compliance certificate — turn grey into green.
• Replace an expiring certificate — turn amber back into green.
• Property usage types explained — why Private and Social have different compliance matrices.