Status and Lifecycle Reference

Check Status and Lifecycle Reference

This status and lifecycle reference lists every state a check, record, defect, and property compliance status can be in across Manifold, in one place, so you do not have to infer a status from behaviour on whichever page you happen to be looking at.

• Draft: being prepared and not yet scheduled.
• Scheduled: assigned to an engineer with a date and band.
• In progress: the engineer has started capturing on site.
• Submitted: capture is complete and waiting for office review.
• Record generated: a record has been produced from the reviewed check.
• Action required: a senior reviewer has returned the check for changes, so it stays open until the engineer updates it and the review is approved. The public API’s ?status= filter accepts it as action_required.
• Completed: closed out with nothing outstanding.
• Cancelled: the check was called off and will not be carried out.

Record and Defect States

• Record: immutable once generated; delivered to tenant and client; referenced by renewals. One record per check per certificate type.
• Record delivery: Awaiting delivery, Deliver soon, Delivered and Delivery overdue, against the 28-day rule. Records are kept for six years, with an archive warning at five.
• Senior review: requested, changes requested, approved or cancelled; a pending or returned review blocks record generation.
• Defect - open: found and not yet addressed; carries forward to the next visit.
• Defect - in progress: remedial work under way.
• Defect - resolved: fixed and verified.
• Defect - deferred: acknowledged and intentionally scheduled for later.

Compliance Status

• Valid: a current record exists and no remedial action is outstanding (counted as Compliant in the client portal).
• Due soon: the renewal window is approaching.
• Overdue: the renewal date has passed.
• Action required: a record exists whose overall result was not satisfactory, so remedial work is outstanding; the daily refresh preserves it until it is cleared.
• Unknown: no due date is set yet, so the compliance state cannot be determined, typically a new property with no first record. Add or generate a record, and the status resolves.