Shared records

Contractor certificates in estate agent compliance

The contractor issues a gas safety certificate in its own system. The estate agent's compliance screen counts it. This is native interoperability: the contractor's system and the estate agent's system were built separately, with no integration work between them.

What you will see

  1. The estate agent's works order is on the contractor's screen.
  2. The contractor's certificate is on the estate agent's compliance screen.
  3. The same certificate is in the tenant's documents.

About 3 minutes. There is no sign-up. Each system asks you to choose a user.

What to try

  1. Issue gas safety certificate

    1. In Stonebridge Construction, choose Danny Okafor.
    2. Open From other businesses.
    3. Under Works orders from Harbour & Vale, find the boiler at Flat 2, Park View and press Issue certificate. Each works order has one certificate. If the works order already shows a gas safety certificate, another visitor has issued it: go to step 2.

    Result The works order shows that the gas safety certificate is issued, with its expiry date.

  2. Find your certificate in Harbour & Vale

    1. In Harbour & Vale, choose Jane Vale.
    2. Open Compliance.

    Result The certificate is under From Stonebridge Construction. In Portfolio compliance, Flat 2, Park View shows its gas safety certificate as valid, with the new expiry date.

  3. Find your certificate in Tom Bridges' portal

    1. Press Switch user and choose Tom Bridges, the tenant of Flat 2, Park View. In a narrow frame, Switch user is under More, at the end of the list.

    Result Under Your documents, the tenant sees the new gas safety certificate and its expiry date.

Stonebridge Construction
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Harbour & Vale
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These are the live systems. Other visitors can see what you record.

What this shows about Technology DNA

  • The contractor used the estate agent's existing dictionary word, Certificate. It did not add a word of its own.
  • The estate agent's compliance screens were not changed to read certificates from contractors.
  • The estate agent can read the certificate but cannot change the certificate.
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