Creating a New Work Order in the Compliance Portal

You can create a new work order, by accessing an existing property. If you have integrated with your property management system, properties should be imported automatically. If you are not using integration, you can add a property by clicking New work order from the Compliance Portal dashboard.

1. Click New work order, from the Compliance Portal dashboard (Home menu). 
   
   
    
2. Enter the address to select the property. If you can't see the property, click Search for more suggestions.
   
   

If you've accessed this page from a specific property in your portfolio, any saved details will be loaded. 

In the Setup Service plan section, you should go through the following steps:

1. Select the plan. You can select a Safer Home plan or Individual services (for details on the difference, click here)
   
   
    
2. Select the services you wish to enrol and any add-ons required, such as corded blinds and click Next.
   
   
    
3. Enter the prior service dates and click Next. The prior service dates allow us to set the due dates if any services have previously been completed.
   
   
    
4. Enter the occupant details. If the property is currently occupied you'll need to provide tenant contact details.
   
   
    
5. Add the property owner details.
   
   
    
6. Enter any additional details about the property.
   
   
    
7. Add Access Instructions. This additional information about the property will help ensure that the service can be completed.
   
   
    
8. An Enrolment summary will be provided. Click Submit enrolment request to finalise the enrolment and send the information through to our team.
   
   

In the Setup Service plan section, you should go through the following steps:

1. Select the services you wish to enrol and any add-ons required, such as corded blinds and click Next.
   
   
    
2. Enter the prior service date and click Next. The prior service date allow us to set the due dates if any services have previously been completed.
   
   
    
3. Enter the occupant details. If the property is currently occupied you'll need to provide tenant contact details.
   
   
    
4. Add the property owner details.
   
   
    
5. Enter any additional details about the property.
   
   
    
6. Add Access Instructions. This additional information about the property will help ensure that the service can be completed.
   
   
   
    
7. An Enrolment summary will be provided. Click Submit enrolment request to finalise the enrolment and send the information through to our team.
   
   

In the Setup Service plan section, you should go through the following steps:

1. Select enrolment type.
   
   
    
2. Select the services you wish to enrol and any add-ons required, such as corded blinds and click Next.
   
   
    
3. Enter the prior service date and the subscription end date (other provider), then click Next. The prior service date allow us to set the due dates if any services have previously been completed.
   
   
    
4. If you chose a legislation upgrade, provide the information required.
   
   
    
5. Enter the occupant details. If the property is currently occupied you'll need to provide tenant contact details.
   
   
    
6. Enter if a service check is required before the next lease begins.
   
   
    
7. Add the property owner details.
   
   
    
8. Enter any additional details about the property.
   
   
    
9. Add Access Instructions. This additional information about the property will help ensure that the service can be completed.
   
   
   
    
10. An Enrolment summary will be provided. Click Submit enrolment request to finalise the enrolment and send the information through to our team.
    
    

1. From an existing enrolled property in the compliance Portal, click New work order. Or from the Dashboard, click New work order and search for the existing address.
   
   
    
2. Enter the Request type
   
   
    
3. Verify the property information and tenant details are correct, this ensure that the booking can go through smoothly.
   
   
    
4. Select the service for the urgent request and what best describes the issue.
   
   
   
    
5. Upload any supporting documents or files. (not required)
   
   
   
    
6. Provide any additional information that may help us with the request.
   
   
    
7. Click Submit Request to finalise the service request.
   
   
   
   
   Once we receive an urgent job request, the relevant team will review the urgent status and endeavour to process it in accordance with the SLAs highlighted in our Urgent Jobs Framework.