Regimes and Obligations
When you create a workspace, Proprietas seeds the full catalog of UK statutory regimes — Fire Risk Assessment, legionella/L8, EICR, gas safety, LOLER, asbestos, PAT, EPC, F-Gas, TM44, fire alarm, emergency lighting, insurance certificates and more. The seeded pack matches the property type. Mark a site as an HMO and Proprietas adds the HMO licence (Housing Act 2004 — mandatory, additional or selective) plus the tougher fire-safety and residential regimes a shared, sleeping-risk building requires, with the licence’s renew-before-expiry deadline tracked like any other obligation. Each site × regime produces a compliance obligation with a default frequency and a computed next-due date. Obligations carry one of four statuses:The Compliance View
The compliance page is a portfolio matrix — properties down the side, regimes across the top — so the whole estate’s status reads at a glance. A unified toolbar filters, sorts and searches it, and it’s pre-filterable by deep-link, so search and the assistant can drop you onto exactly the overdue slice they’re describing.
Certificates
Upload a certificate against an obligation — or just drag the PDF onto the page and let intake route it. Proprietas reads the document, confirms the type, inspector and expiry, and closes the obligation with the new date.Statutory dates the parser isn’t confident about are held for a human to confirm rather than auto-filed — so a low-confidence read never silently sets the wrong expiry.
Reminders
Every obligation runs a pre-expiry workflow:- Flags at 90, 60, 30 and 7 days before expiry, by email and in-app.
- At the 7-day threshold, an automatic work order can be raised and routed to the right contractor with the existing certificate attached.
- When the contractor uploads the new certificate through their portal, the obligation closes itself with the fresh expiry.