Filing watches

Last updated

A filing watch asks Companies House Lookup to keep an eye on a company. Every hour, a background job checks each watched company for new filings and records what it finds, so you hear about a change without anybody going looking.

Start watching a company

Watch filings appears on the company snapshot and on the Customer, Vendor and Contact cards. Choosing it registers the watch and opens the watch register showing that company.

A company that is already watched simply opens the register - the row, with its Registered At and Last Polled At, is the answer.

You need the D2KL Edit permission set to start or stop a watch. The first watch in a company also creates the hourly job queue entry, which needs permission to create job queue entries.

The watch register

Open Companies House Filing Watches from the search.

Column Meaning
Company Registration Number The company being watched
Registered Name From the snapshot, so it is blank if the company has never been looked up
Subscriber App Who or what asked for the watch - your user name if you started it from a card
Enabled Clear this to pause a watch without losing it
Registered At When the watch started
Last Polled At When the background job last checked successfully

The actions on the register:

Action What it does
Poll now Checks every enabled watch for new filings straight away, without waiting for the hourly job, and tells you how many filing events it recorded
Schedule hourly poll Creates the hourly job queue entry if it does not exist. Use it when the entry has been deleted
View recorded filings Opens the filing events recorded for the selected company
Companies House snapshot Opens the snapshot for the selected company
Customer, Vendor Opens the customer or vendor carrying that registration number, or the list when several do

Last Polled At only moves after a successful check, so a rate limit or an outage never loses a window of time. The same period is checked again next hour.

What the background job does

Each hour, for every enabled watch, it:

  1. fetches the company's filings since it last looked,
  2. records any it has not seen before as filing events, and
  3. re-checks the company's status, so a move into administration is noticed without anybody opening the card.

The status check honours Cache TTL (Status) on Companies House Setup - one day by default - so it costs about one extra call per watched company per day rather than one per hour. Set that TTL to zero to stop status re-checks entirely.

A company that fails is retried next hour, and one failing company never blocks the others.

Filing events

Open Companies House Filing Events from the search to see everything the poll has recorded, newest first, across all watched companies. From a filing event you can open the Companies House snapshot, the Customer or the Vendor carrying that registration number, and download the filed document where there is one.

Column Meaning
Entry No. The app's own number for the event
Company Registration Number, Registered Name The company that filed
Filing Date The date Companies House recorded the filing
Filing Type, Description What was filed
Document Ticked when there is a PDF you can download with Download Document
Filing Status The status of the filing itself, for example accepted
Notification Sent Ticked once the event has been passed on to anything that subscribes to it

On the Role Centre, the Latest Filings part shows the most recent filing events, and View all opens this list.

Filing events are kept under the standard Retention Policies, with a minimum of 90 days. If you need them for longer than your policy keeps them, copy them into your own table.

Stop watching

Clear Enabled to pause a watch and keep its history, or delete the row to stop entirely. Filing events already recorded are kept either way.

If the poll stops

A notification appears on the Role Centre and the watch list if the background job has not run when it should have. The usual cause is the licence of the user who set the job queue entry to Ready - see Troubleshooting.

If the job queue entry has been deleted, choose Schedule hourly poll to create it again. To check the watched companies without waiting, choose Poll now.

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