Lettings Compliance Checker: Worksheets

Generated	23 June 2026, 14:45
Active worksheets	12
Summary-only areas	6

Document service log

Action required A2A3B1

Fawlty Towers

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The gas safety record appears not yet served in time for part of this mixed property setup.
Completion status	Current working status: ______________________

Evidence checklist

4 items

Current Gas Safety Record once obtained
Dated service evidence per named tenant
Any engineer invoice or booking record if the certificate is awaited
Corrective note if service was late or the record was obtained retrospectively

Evidence location: ______________________

Evidence recorded

5 items

Deposit scheme record
Date the deposit prescribed information was given to the tenant
Date the gas safety record was given to the tenant
Date the EPC was given to the tenant
Tenancy start date

Notes: ______________________

Key dates

5 items

Item	Current value	Write-in
Deposit scheme record	Tpp	Date: ______________________
Date the deposit prescribed information was given to the tenant	2 June 2026	Date: ______________________
Date the gas safety record was given to the tenant	1 June 2026	Date: ______________________
Date the EPC was given to the tenant	1 June 2026	Date: ______________________
Tenancy start date	1 June 2026	Date: ______________________

When required documents were given, and what evidence is held

5 rows

Item	Current record	Status
Deposit scheme record	Tpp	Recorded
Date the deposit prescribed information was given to the tenant	2 June 2026	Recorded
Date the gas safety record was given to the tenant	1 June 2026	Recorded
Date the EPC was given to the tenant	1 June 2026	Recorded
Tenancy start date	1 June 2026	Recorded

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Gas safety service and access record

Action required A3

Fawlty Towers

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The gas safety record appears not yet served in time for part of this mixed property setup.
Completion status	Current working status: ______________________

Evidence checklist

4 items

Current Gas Safety Record once obtained
Dated service evidence per named tenant
Any engineer invoice or booking record if the certificate is awaited
Corrective note if service was late or the record was obtained retrospectively

Evidence location: ______________________

Evidence recorded

3 items

Gas safety record date
Basil: date the gas safety record was given to the tenant
Access attempt and engineer notes

Notes: ______________________

Key dates

2 items

Item	Current value	Write-in
Gas safety record date	1 March 2026	Date: ______________________
Basil: date the gas safety record was given to the tenant	Not recorded	Date: ______________________

Gas safety visit and access trail

3 rows

Item	Current record	Status	Notes
Gas safety record date	1 March 2026	Recorded	Use this row to show the last completed visit.
Basil: date the gas safety record was given to the tenant	Not recorded	Blank	Record when the certificate was given to the tenant in this letting unit.
Access attempt and engineer notes	Not recorded	Blank	Add appointment dates, missed visits, access issues, and remedial follow-up.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Document service log

Action required A2

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The EPC has not been served to the tenant at Helen.
Completion status	Current working status: ______________________

Evidence checklist

5 items

New or renewed EPC certificate
Proof of service to tenant
PRS Exemptions Register confirmation if applicable
Record of improvement works if rating was upgraded
Cost-cap assessment record if improvement was not cost-effective

Evidence location: ______________________

Evidence recorded

2 items

Gordon: Date the Information Sheet was given to the tenant
Gordon: Date the EPC was given to the tenant

Notes: ______________________

Key dates

2 items

Item	Current value	Write-in
Gordon: Date the Information Sheet was given to the tenant	1 November 2025	Date: ______________________
Gordon: Date the EPC was given to the tenant	1 November 2025	Date: ______________________

When required documents were given, and what evidence is held

2 rows

Item	Current record	Status	Notes
Gordon: Date the Information Sheet was given to the tenant	1 November 2025	Recorded
Gordon: Date the EPC was given to the tenant	1 November 2025	Recorded

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Deposit protection and prescribed information record

Action required A1B1

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The deposit taken may exceed the permitted cap under the Tenant Fees Act 2019. Any amount above five weeks' rent (or six weeks' for annual rents of £50,000 or above) is a prohibited payment that must be refunded.
Completion status	Current working status: ______________________

Evidence checklist

3 items

Recalculated cap note
Receipt or bank trail
Refund proof if corrected

Evidence location: ______________________

Evidence recorded

9 items

Gordon: Deposit taken
Helen: Deposit taken
Helen: Deposit received date
Helen: Deposit amount (weeks)
Helen: Deposit protected
Helen: Deposit protected date
Helen: Deposit scheme record
Helen: Prescribed information given
Helen: Date the deposit prescribed information was given to the tenant

Notes: ______________________

Key dates

4 items

Item	Current value	Write-in
Helen: Deposit received date	Not yet triggered	Date: ______________________
Helen: Deposit protected date	Not yet triggered	Date: ______________________
Helen: Deposit scheme record	Not yet triggered	Date: ______________________
Helen: Date the deposit prescribed information was given to the tenant	Not yet triggered	Date: ______________________

Deposit protection and prescribed information record

9 rows

Item	Current record	Status	Notes
Gordon: Deposit taken	No	Recorded	Record whether a tenancy deposit was taken for this household.
Helen: Deposit taken	Yes	Recorded	Record whether a tenancy deposit was taken for this household.
Helen: Deposit received date	Not yet triggered	Blank	Use this as the starting date for deposit handling and later service checks. For an incoming tenancy, this is only due once the deposit is actually received.
Helen: Deposit amount (weeks)	7	Recorded	Record the deposit amount in weeks of rent.
Helen: Deposit protected	Not yet triggered	Blank	Confirm whether the deposit has been protected in an authorised scheme. For an incoming tenancy, this is only due once the deposit is actually received.
Helen: Deposit protected date	Not yet triggered	Blank	Add the date protection was completed. For an incoming tenancy, this is only due once the deposit is actually received.
Helen: Deposit scheme record	Not yet triggered	Blank	Name the scheme or scheme record the deposit evidence should point to. For an incoming tenancy, this is only due once the deposit is actually received.
Helen: Prescribed information given	Not yet triggered	Blank	Record whether the prescribed information pack was given. For an incoming tenancy, this is only due once the deposit is actually received.
Helen: Date the deposit prescribed information was given to the tenant	Not yet triggered	Blank	Add when the prescribed information was given to the tenant. For an incoming tenancy, this is only due once the deposit is actually received.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Safety and certificate dates tracker

Action required A3A4B3

Fawlty Towers

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The gas safety record appears not yet served in time for part of this mixed property setup.
Completion status	Current working status: ______________________

Evidence checklist

8 items

Current Gas Safety Record once obtained
Dated service evidence per named tenant
Any engineer invoice or booking record if the certificate is awaited
Corrective note if service was late or the record was obtained retrospectively
Updated layout note
Installation or replacement proof
Dated test note
Fault-response chronology

Evidence location: ______________________

Evidence recorded

5 items

Gas safety record date
Gas renewal timing rule
EICR inspection date
EPC expiry date
Alarm test record date

Notes: ______________________

Key dates

4 items

Item	Current value	Write-in
Gas safety record date	1 March 2026	Date: ______________________
EICR inspection date	1 November 2025	Date: ______________________
EPC expiry date	31 August 2026	Date: ______________________
Alarm test record date	1 June 2026	Date: ______________________

Safety and certificate dates tracker

5 rows

Item	Current record	Status	Notes
Gas safety record date	1 March 2026	Recorded	Record the latest certificate date and next service booking.
Gas renewal timing rule	New anniversary from latest record	Recorded	Use where an early renewal keeps the previous anniversary date.
EICR inspection date	1 November 2025	Recorded	Use notes to capture whether remedial work or follow-up is still open.
EPC expiry date	31 August 2026	Recorded	Track expiry and any MEES review points.
Alarm test record date	1 June 2026	Recorded	Use as the working reminder row for routine checks and tenant-reported faults.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Existing-tenancy transition audit

Needs checking B2

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	This tenancy starts on or after 1 May 2026. It is not clear whether the required written terms were actually given and retained.
Completion status	Current working status: ______________________

Evidence checklist

3 items

Best available final written text
Any surviving service evidence
Dated file note about the remaining uncertainty

Evidence location: ______________________

Evidence recorded

5 items

Tenancy start date
Government Information Sheet already evidenced
Written terms statement already evidenced
Deposit protection and prescribed information position reviewed
Transition gap notes

Notes: ______________________

Key dates

1 item

Item	Current value	Write-in
Tenancy start date	1 November 2025	Date: ______________________

Legacy evidence and transition review

5 rows

Item	Current record	Status	Notes
Tenancy start date	1 November 2025	Recorded	Use this as the anchor date for checking what should already exist on file.
Government Information Sheet already evidenced	Yes	Recorded	Review whether Gordon shows the current required document and service evidence.
Written terms statement already evidenced	Not recorded	Blank	Use notes to explain whether the current terms evidence is complete or needs reconstruction.
Deposit protection and prescribed information position reviewed	No	Recorded	No tenancy deposit was taken for this existing-tenancy unit.
Transition gap notes	Not recorded	Blank	Summarise any missing legacy records, reconstruction steps, or household communication needed.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Safety and certificate dates tracker

Needs checking A3A4B3

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	Safety and certificate dates tracker is recorded from the current case information.
Completion status	Current working status: ______________________

Evidence recorded

3 items

EICR inspection date
EPC expiry date
Alarm test record date

Notes: ______________________

Key dates

4 items

Item	Current value	Write-in
Gas safety record date	Not applicable	Date: ______________________
EICR inspection date	6 April 2026	Date: ______________________
EPC expiry date	31 October 2026	Date: ______________________
Alarm test record date	Not recorded	Date: ______________________

Safety and certificate dates tracker

5 rows

Item	Current record	Status	Notes
Gas safety record date	Not applicable	Not applicable	Property confirmed as having no gas supply or gas appliances.
Gas renewal timing rule	Not applicable	Not applicable	No gas safety renewal cycle applies while the property has no gas supply or appliances.
EICR inspection date	6 April 2026	Recorded	Use notes to capture whether remedial work or follow-up is still open.
EPC expiry date	31 October 2026	Recorded	Track expiry and any MEES review points.
Alarm test record date	Not recorded	Blank	Use as the working reminder row for routine checks and tenant-reported faults.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Existing-tenancy transition audit

Action required

Fawlty Towers

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	Use this as the anchor date for checking what should already exist on file.
Completion status	Current working status: ______________________

Missing items recorded

1 item

Missing items: 1

Basil does not yet record the tenancy start date for the transition audit.

Evidence recorded

5 items

Tenancy start date
Government Information Sheet already evidenced
Written terms statement already evidenced
Deposit protection and prescribed information position reviewed
Transition gap notes

Notes: ______________________

Key dates

1 item

Item	Current value	Write-in
Tenancy start date	Not recorded	Date: ______________________

Legacy evidence and transition review

5 rows

Item	Current record	Status	Notes
Tenancy start date	Not recorded	Missing	Use this as the anchor date for checking what should already exist on file.
Government Information Sheet already evidenced	Not recorded	Needs checking	Review whether Basil shows the current required document and service evidence.
Written terms statement already evidenced	Not recorded	Blank	Use notes to explain whether the current terms evidence is complete or needs reconstruction.
Deposit protection and prescribed information position reviewed	Not recorded	Needs checking	Record what is already on file, including the actual scheme record, and what needs retrospective evidence or correction.
Transition gap notes	Not recorded	Blank	Summarise any missing legacy records, reconstruction steps, or household communication needed.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Tenancy onboarding compliance checklist

Action required A1A2A3A4B1B2B3

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	A deposit is planned for Helen, but prescribed information has not yet been confirmed. \| Protect the deposit and give the prescribed information for Helen before tenancy start or within the required timing window.
Completion status	Current working status: ______________________

Missing items recorded

8 items

Missing items: 8

Checklist item Helen: Written statement of key terms still needs review before tenancy onboarding is treated as complete.
Checklist item Deposit prescribed information — Helen still needs review before tenancy onboarding is treated as complete.
Checklist item Helen: Tenancy deposit cap still needs review before tenancy onboarding is treated as complete.
Checklist item EPC and minimum energy rating still needs review before tenancy onboarding is treated as complete.
Checklist item EPC service — Helen still needs review before tenancy onboarding is treated as complete.
Checklist item Gas safety record timing still needs review before tenancy onboarding is treated as complete.
Checklist item Electrical safety report timing still needs review before tenancy onboarding is treated as complete.
Checklist item EICR service — Helen still needs review before tenancy onboarding is treated as complete.

Action checklist

Working record

Action	Current record	Outcome	Completion date
Complete deposit prescribed information — Helen	Needs action	Outcome: ______________________	Date: ______________________
Complete helen: Tenancy deposit cap	Needs action	Outcome: ______________________	Date: ______________________
Complete ePC and minimum energy rating	Needs action	Outcome: ______________________	Date: ______________________
Add ePC service — Helen	Needs action	Outcome: ______________________	Date: ______________________
Add eICR service — Helen	Needs action	Outcome: ______________________	Date: ______________________
Review helen: Written statement of key terms	Needs checking	Outcome: ______________________	Date: ______________________
Review gas safety record timing	Needs checking	Outcome: ______________________	Date: ______________________
Review electrical safety report timing	Needs checking	Outcome: ______________________	Date: ______________________

Evidence checklist

11 items

Recalculated cap note
Receipt or bank trail
Refund proof if corrected
New or renewed EPC certificate
Proof of service to tenant
PRS Exemptions Register confirmation if applicable
Record of improvement works if rating was upgraded
Cost-cap assessment record if improvement was not cost-effective
Best available final written text
Any surviving service evidence
Dated file note about the remaining uncertainty

Evidence location: ______________________

Evidence recorded

10 items

Helen: Written statement of key terms
Deposit prescribed information — Helen
Helen: Tenancy deposit cap
EPC and minimum energy rating
EPC service — Helen
Gas safety record timing
Electrical safety report timing
EICR service — Helen
Smoke and carbon monoxide alarm setup
Right to rent checks

Notes: ______________________

Key dates

3 items

Item	Current value	Write-in
EPC service — Helen	Needs action	Date: ______________________
Gas safety record timing	Needs checking	Date: ______________________
EICR service — Helen	Needs action	Date: ______________________

Pre-tenancy evidence and setup checklist

10 rows

Item	Current record	Status	Notes
Helen: Written statement of key terms	Needs checking	Needs checking	The required written tenancy information is marked as provided, but the delivery route is still unclear. \| Confirm whether it was included in the written tenancy agreement or given as a separate written statement of required written tenancy information.
Deposit prescribed information — Helen	Needs action	Missing	A deposit is planned for Helen, but prescribed information has not yet been confirmed. \| Protect the deposit and give the prescribed information for Helen before tenancy start or within the required timing window.
Helen: Tenancy deposit cap	Needs action	Missing	The current answers suggest a deposit of about 7 week(s) of rent for part of this mixed property setup, which may exceed the usual cap. \| Check which tenant arrangement the deposit amount applies to and whether it needs to be reduced.
EPC and minimum energy rating	Needs action	Missing	The property appears to have an EPC, but it has not been confirmed as served to the tenant. \| Give the current EPC to the tenant and keep a dated service record with the property file.
EPC service — Helen	Needs action	Missing	The EPC has not been served to the tenant at Helen. \| Give the current EPC to the tenant at Helen and keep a dated service record.
Gas safety record timing	Needs checking	Needs checking	Not applicable based on your explicit classifier answers. \| No action needed for this requirement unless your classifier answers change.
Electrical safety report timing	Needs checking	Needs checking	The current answers do not yet confirm whether the EICR is in date, fully resolved, and properly supported by dated completion and service evidence across this mixed property setup. \| Confirm which tenant arrangement the EICR applies to, whether any follow-up works remain outstanding, and whether the completion and service dates are recorded.
EICR service — Helen	Needs action	Missing	A current EICR exists, but it has not yet been served to the incoming household at Helen. Provide it before or at the start of the tenancy. \| Serve the current EICR to the incoming household at Helen before or at the tenancy start date, and keep dated service evidence.
Smoke and carbon monoxide alarm setup	Complete	Recorded	The current answers suggest smoke alarms are confirmed on each storey used as living accommodation; no carbon monoxide alarm trigger is indicated for a room used as living accommodation; the start-of-tenancy working-order check has been confirmed. \| Keep the alarm layout, tenancy-start check note, and any repair record with the property file.
Right to rent checks	Complete	Recorded	Right to rent checks are recorded as completed, but exact check-date detail is incomplete for one or more adult records. \| Keep or reconstruct the evidence trail where possible, especially where a time-limited status may have applied.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Alarm location, test and fault record

Action required A4

Fawlty Towers

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	Review Carbon monoxide alarm where required.
Completion status	Current working status: ______________________

Missing items recorded

1 item

Missing items: 1

The carbon-monoxide alarm position is not yet confirmed where the current answers may require one.

Action checklist

Working record

Action	Current record	Outcome	Completion date
Confirm carbon monoxide alarm position	Not sure	Outcome: ______________________	Date: ______________________

Evidence checklist

4 items

Updated layout note
Installation or replacement proof
Dated test note
Fault-response chronology

Evidence location: ______________________

Evidence recorded

7 items

Smoke alarms on each storey used as living accommodation
Carbon monoxide alarm where required
Start-of-tenancy working-order check
Last dated alarm test record
Fault reported by tenant
Fault repaired or replaced
Alarm repair or replacement date

Notes: ______________________

Key dates

4 items

Item	Current value	Write-in
Start-of-tenancy working-order check	Yes	Date: ______________________
Last dated alarm test record	1 June 2026	Date: ______________________
Fault repaired or replaced	Not recorded	Date: ______________________
Alarm repair or replacement date	Not recorded	Date: ______________________

Alarm setup, checks, and faults

7 rows

Item	Current record	Status	Notes
Smoke alarms on each storey used as living accommodation	Yes	Recorded
Carbon monoxide alarm where required	Not sure	Needs checking
Start-of-tenancy working-order check	Yes	Recorded
Last dated alarm test record	1 June 2026	Recorded
Fault reported by tenant	No	Recorded
Fault repaired or replaced	Not recorded	Blank	No tenant-reported alarm fault is currently recorded.
Alarm repair or replacement date	Not recorded	Blank

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Compliance evidence file index

Action required

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	Alarm test date not yet recorded.
Completion status	Current working status: ______________________

Missing items recorded

1 item

Missing items: 1

Alarm test date not yet recorded.

Evidence recorded

5 items

Tenancy start record
EICR inspection record
EPC record
Alarm test record
Legionella assessment record

Notes: ______________________

Key dates

5 items

Item	Current value	Write-in
Tenancy start record	1 November 2025	Date: ______________________
EICR inspection record	6 April 2026	Date: ______________________
EPC record	31 October 2026	Date: ______________________
Alarm test record	Not recorded	Date: ______________________
Legionella assessment record	1 June 2026	Date: ______________________

Evidence index and current record posture

5 rows

Item	Current record	Status	Notes
Tenancy start record	1 November 2025	Recorded	Current dated evidence captured in the case.
EICR inspection record	6 April 2026	Recorded	Current dated evidence captured in the case.
EPC record	31 October 2026	Recorded	Current dated evidence captured in the case.
Alarm test record	Not recorded	Blank
Legionella assessment record	1 June 2026	Recorded	Current dated evidence captured in the case.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

EPC and MEES record

Action required A2

Monument House

How to use this report

This is a working compliance checklist and record.

Start with the priority actions for this template.
Complete the action steps and record the outcome for each item.
Tick off the evidence you hold and add notes where needed.
Use the date fields to keep this as an up-to-date compliance record.

Attention summary	The EPC has not been served to the tenant at Helen.
Completion status	Current working status: ______________________

Missing items recorded

1 item

Missing items: 1

The current EPC requirement posture is not yet compliant and needs follow-up.

Evidence checklist

5 items

New or renewed EPC certificate
Proof of service to tenant
PRS Exemptions Register confirmation if applicable
Record of improvement works if rating was upgraded
Cost-cap assessment record if improvement was not cost-effective

Evidence location: ______________________

Evidence recorded

5 items

EPC held
EPC rating
EPC expiry date
Gordon: EPC service position
Helen: EPC service position

Notes: ______________________

Key dates

3 items

Item	Current value	Write-in
EPC expiry date	31 October 2026	Date: ______________________
Gordon: EPC service position	1 November 2025	Date: ______________________
Helen: EPC service position	Not yet triggered	Date: ______________________

EPC and MEES review record

5 rows

Item	Current record	Status	Notes
EPC held	Yes	Recorded	Record whether a current EPC is on file.
EPC rating	a	Recorded	Use this to review whether a MEES issue or exemption check may be needed.
EPC expiry date	31 October 2026	Recorded	Track renewal timing and whether a replacement certificate is needed.
Gordon: EPC service position	1 November 2025	Recorded	This unit records EPC service.
Helen: EPC service position	Not yet triggered	Blank	For this incoming unit, EPC service to the tenant is a pre-start step.

Working record

Write-in

Field	Write in
Current working status	Not started / In progress / Completed / Needs review
Action owner	Name or role: ______________________
Date checked	DD/MM/YYYY
Evidence location	Where evidence is stored: ______________________
Follow-up date	DD/MM/YYYY
Notes	______________________

This template is a working landlord record based on the information you provided. It is designed to help you organise evidence, record actions, and track follow-up. It is not legal advice and does not confirm or certify legal compliance. It does not replace official forms, statutory notices, tenancy agreements, or scheme-issued documents. Check any missing items, dates, or notes before relying on it.

Remaining worksheet areas

6 areas

The following areas have no active follow-up worksheet. Each is either currently compliant based on the captured evidence, not yet triggered in the current tenancy context, or out of scope or suppressed for this workflow.

Area	Status	Note
Advertising and offer log	No action required	Compliant based on captured evidence and dates. (Fawlty Towers)
Compliance evidence file index	No action required	Compliant based on captured evidence and dates. (Fawlty Towers)
Legionella simple assessment record	No action required	Compliant based on captured evidence and dates. (Fawlty Towers)
Alarm location, test and fault record	No action required	Compliant based on captured evidence and dates. (Monument House)
Legionella simple assessment record	No action required	Compliant based on captured evidence and dates. (Monument House)
Rent arrears statement structure	No action required	Compliant based on captured evidence and dates. (Fawlty Towers)

Lettings Compliance Checker: Worksheets

Working Worksheets

Scope and limits

Rights and provenance