The compliance matrix

The compliance matrix is the at-a-glance view of every regulatory obligation across your portfolio. Rows are sites. Columns are obligations. Cells are coloured by status:

• Green — completed within the cycle.
• Amber — due in the next 30 days.
• Red — overdue.
• Grey — not applicable to this site.

Click any cell to drill into the underlying maintenance event and its evidence.

What appears in the matrix

Every maintenance event tagged as compliance shows up. The default columns:

You can add custom columns under Settings → Compliance categories.

Open the matrix

1. Click Maintenance → Compliance matrix in the sidebar.
2. The matrix loads filtered to your scope.
3. Use filters at the top: site, estate, status (overdue only), category.

Drilling in

Click any cell to see:

• The maintenance event that drives the obligation.
• The latest completion certificate.
• The next due date.
• Past occurrences with their certificates.
• The vendor who last completed it.

If the cell is red, the page surfaces the overdue date prominently and offers a one-click Raise work order action to dispatch the next visit.

Reminders

PropLink notifies the operations team:

• 60 days before any compliance obligation falls due.
• 30 days before.
• 14 days before.
• On the due date.
• Every 24 hours after the due date until completed.

Notifications go to the assigned manager and to the operations director.

The compliance status report

The Compliance status report under Reporting → Operational is the printable version of the matrix. Useful for board packs, RICS audits and insurance renewals. See Compliance status.

Compliance and contractor compliance

Two different things:

• Compliance matrix tracks the regulatory tasks that need to happen at the site.
• Vendor compliance tracks whether the contractor performing those tasks has the right insurance and certification.

Both are visible from the matrix. A red cell can be red because the task is overdue, or because the contractor's insurance has lapsed and PropLink will not dispatch the work. The cell tells you which.