The Compliance report
What it is for
This report tracks the compliance of your mandatory surveys by five families: EPC, asbestos, lead, gas and electricity.
It answers three questions: where do I stand, where are my risks, what must I plan.
What the report contains depends on what was agreed with your organisation: some tabs may not appear for you.
The screen explained
The tabs are reachable from the top of the Summary page: Summary, EPC, Asbestos, Gas, Electricity, Lead. Each survey tab has an "Unassigned survey" sub-tab.
A fixed banner appears on every page: branches, estates or properties, dwellings, habitable area, and the report's last update date. An icon lets you clear all filters at once.
Its figures deliberately remain those of your whole portfolio, to stay consistent with the cover page.
The filters
Branches, Territory (department then town), estate or site, dwelling address, units (code and name), construction date. On the Summary, compliance status is added.
A "Portfolio structure" filter exists: it ships empty and is configured for your organisation.
How compliance is calculated
Each survey is scored according to its status:
| Survey status | Score |
|---|---|
| Valid | 100% |
| Not applicable | 100% |
| Expiring this year | 75% |
| Expired | 50% |
| No date | 50% |
| Incomplete metadata | 25% |
| Missing | 0% |
A dwelling's overall score is the average of its five survey scores.
The compliance status follows from it:
| Overall score | Status |
|---|---|
| 100% | Compliant |
| Above 50% | Weakly compliant |
| 50% or below | Partially compliant |
| 0% | Non-compliant |
The forecast schedule
The report tells you when to act:
| Situation | What is planned |
|---|---|
| Survey missing | Survey to carry out, in the current year |
| Survey expired | Survey to redo, in the current year |
| Expiring this year | Current year + 1 |
| Valid | At its validity date |
The Summary tab
You will find the overall compliance of your dwellings, compliance by survey type, the forecast schedule, a map where your estates are coloured by status, and an exportable "Detail by unit" table.
Good to know
The report pages only keep residential dwellings, and only buildings or sites holding at least one are taken into account.
See also
- The documents of a property — where to file your surveys
- The Document tracking report