A clearer property record.

Your planning checklist

1. Step 1

   Identify the property and jurisdiction

   Record the UK nation, local authority, property type and tenancy arrangements. Use the relevant official guidance to establish the duties that apply.

2. Step 2

   Gather your existing evidence

   Bring together inspection reports, certificates, appliance records and relevant correspondence. Note where a record is missing or needs clarification.

3. Step 3

   Record dates and next actions

   Record dates stated in the documents, recommendations and any required follow-up. Confirm uncertainties with the appropriate professional rather than assuming one renewal interval applies to every property.

4. Step 4

   Plan access and service scope

   Identify the contact who can arrange access, the equipment or installation involved and the information an assessor needs to prepare a quote.

5. Step 5

   Keep the outcome with the property

   File the report and any follow-up evidence against the correct address. Keep a record of the people responsible for the next action.

Start with the relevant guidance

• GOV.UK: renting out a property
• Welsh Government: housing guidance
• mygov.scot: landlord guidance
• nidirect: property and housing

Use the guidance for your property’s nation and circumstances. Check with the relevant local authority or qualified adviser where you need a decision about your obligations.