This queue tracks annual LPA service renewals and paperwork. Site re-audits are tracked separately and are normally due every three years.

Read-only annual-renewal view. Client data is not changed here, and no email or bulk action occurs on this screen.

Preview — no classification applied. These are rule proposals built from the approved import plan sandbox and the offline postcode evidence snapshot. Nothing here changes a client's status or renewal scope, applies the import or sends email.

This queue tracks annual LPA service renewals and paperwork. Site re-audits are tracked separately and are normally due every three years.

Preview — nothing is drafted or sent. This queue overlays the approved classification proposals onto the approved renewal pipeline. It never changes a client, applies a classification, or produces email; reminder timing and templates arrive in a later gate with human approval.

This queue tracks annual LPA service renewals and paperwork. Site re-audits are tracked separately and are normally due every three years.

Preview only — approving does not send an email. Policy and templates are proposed drafts for individual human review; nothing here sends, schedules or queues anything.

This queue tracks annual LPA service renewals and paperwork. Site re-audits are tracked separately and are normally due every three years.

Reporting preview — no data is changed and no email is sent. This dashboard is a current-snapshot view recomputed on every load, not historical trend reporting.

Prospect register — no marketing email is sent from this view. Activities are factual records of contact that happened elsewhere; recording one sends nothing.

Cases link to the permanent client record — clinic and contact details live there, not here. Nothing on this screen changes a client, sends email, or affects renewals.

Each client is reviewed one at a time against its workbook/source evidence. Decisions are recorded on the client record — this list never creates a client and there is no bulk confirm.

Review only — this does not update the client database, calculate renewals or send email.