This article covers how to set up and generate New Zealand compliance reports in Uptick: Form 12A (including the multi-technician version), BWOF, B-RAD and S-RAD. It also shows where each field on these reports pulls its data from, so you know what to complete on the property, contacts, task and report.
Setup
You will need the following permissions in your security group:
Can view property
Can add reports
Can view reports
You will need the Specified Systems (ESMs) module turned on in your workspace. If you do not see the "Specified Systems" tab next to assets when viewing a property, each out to [email protected].
Your workspace also needs the following in place:
The compliance templates and their extra fields for Form 12A, Form 12A (Multi-tech), BWOF, B-RAD and S-RAD. Uptick sets these up for you. If they have not been provided, reach out to your Onboarding Lead, CSM or the Support team.
The “IQP Inspection (Form 12As) + BWOFs” datapack uploaded to your workspace. If you are unsure whether it has been uploaded, reach out to support.
Each technician set up with their signature and, where applicable, their IQP Registration Number, under Users > View > Update (Preferences).
Click here to learn about permissions and security groups.
How to generate a Form 12A, BWOF, B-RAD or S-RAD
Add the applicable Specified Systems to each property that needs them. Open the property from Customer Data > Properties, then click on the Specified Systems tab. Click on +Create Specified System to add one to the property. For full steps, see Set up Essential Safety Measures (ESMs).
Add a routine to the property that generates a task when the Form 12A or BWOF is required. The datapack provides two routines, IQP Signoff - Form 12A(s) Only and IQP Signoff. Both pick up any Specified Systems added to the property. For the full steps, see Add a routine to a property.
Generate the task through your normal process.
On the task’s Work tab, perform every Specified System you want to display on the Form 12A or BWOF.
Preview the Form 12A or BWOF. A B-RAD or S-RAD is generated from the same task.
Dispatch the required reports to the client. For the full steps, see Dispatch the report to the client.
Where report fields come from
Each table lists a field on the report and the place in Uptick it reads from. Property extra fields are on the property, property contacts are on the property’s contacts, and report extra fields are completed on the report. Company details come from the Control Panel.
Form 12A
The building
Field on report | Where it comes from in Uptick |
Street address of building | Property address |
Legal description of land where building is located | Property extra field: Legal Description |
Building name | Property name |
Location of building within site/block number | Property extra field: Location of Building |
Level/unit number | Property extra field: Level/Unit No |
The owner
Field on report | Where it comes from in Uptick |
Name of the owner | Property contact with the Owner role: Business Name |
Contact person | Property contact with the Owner role: Person Name |
Mailing address | Property extra field: Owner Mailing Address |
Street address | Property contact with the Owner role: Address |
Registered office | Property extra field: Owner Registered Office |
Compliance
Field on report | Where it comes from in Uptick |
State specified system(s) | Any ESMs listed on the task |
Signature of independent qualified person (IQP) | Signature of the report technician |
Full name | Name of the report technician |
Date | Task performed date |
The Form 12A (Multi-tech) template shows the details of the technician who performed each specified system next to that system: their name, signature, IQP number and the date it was performed.
BWOF
Building
Field on report | Where it comes from in Uptick |
Expiry date | The property’s certification date (day and month) next year, or 12 months from creation if the property has no certification date |
Street address | Property address |
Legal description | Property extra field: Legal Description |
Building name | Property name, or the property extra field building_name when it is filled out |
Location of building within site/block number | Property extra field: Location of Building |
Level/unit number | Property extra field: Level/Unit No |
Current lawfully established use | Property extra field: Lawful Use |
Year constructed | Property extra field: Year Constructed |
Highest fire hazard category | Property extra field: Fire Hazard Category |
Owner
Field on report | Where it comes from in Uptick |
Name of owner | Property contact with the Owner role: Business Name |
Contact person | Property contact with the Owner role: Person Name |
Mailing address | Property extra field: Owner Mailing Address |
Street address | Property contact with the Owner role: Address |
Registered office | Property extra field: Owner Registered Office |
Telephone number | Property contact with the Owner role: Phone BH |
Mobile number | Property contact with the Owner role: Mobile |
Email address | Property contact with the Owner role: Email |
Agent
Field on report | Where it comes from in Uptick |
Name of the agent | Control Panel > Company Profile > Organisation |
Contact person | Blank by default. Add a name in a PDF editor if required. |
Mailing address | Control Panel > Company Profile > Address |
Telephone number | Control Panel > Company Profile > Contact Phone |
Email address | Control Panel > Company Profile > Contact Email |
Relationship to owner | Property extra field: Relationship to Owner |
Warrant
Field on report | Where it comes from in Uptick |
The maximum number of occupants that can safely use this building is | Property extra field: Occupancy Limit |
Compliance schedule is kept at | Property extra field: Compliance Schedule Location |
The signatory details depend on the report extra field BWOF Signatory. Choose from Agent, Owner or N/A (the default).
Choice | Details displayed |
Agent | Company name: Control Panel > Company Profile > Organisation Name: Name of the report technician Signature: Signature of the report technician Date: Task performed date |
Owner | Name: Property contact with the Owner role: Person Name Signature: blank, for the owner to sign Date: blank, for the date the owner signs |
N/A | Name, signature and date stay blank. The text reads “Signed by, for, or on behalf of the Owner”, which the signatory can edit. |
B-RAD
Compliance schedule number: report extra field B-RAD: Compliance Schedule #.
The building
Field on report | Where it comes from in Uptick |
Building name | Property name |
Level/unit number | Property extra field: Level/Unit No |
Street address of building | Property address |
Location of building within site/block number | Property extra field: Location of Building |
Specified system summary
Field on report | Where it comes from in Uptick |
Specified system | All specified systems on the task |
Procedure missed | Specified system extra field: (B-RAD Only): Procedure Missed? (Yes, No or N/A) |
Currently performing | Specified system test result: Pass displays Y Fail displays N No test displays N/A |
Form 12A supplied | Specified system extra field: (B-RAD ONLY): Form 12A Supplied? (Yes, No or N/A) |
S-RAD supplied | Specified system extra field: (B-RAD Only): S-RAD Supplied? (Yes, No or N/A) |
Signature and agent details
The signature and agent details depend on the report extra field B-RAD:
Owner/Agent details. Choose from Agent, Owner or N/A.
Choice | Details displayed |
Agent | Text: “Signature of agent on behalf of and with the authority of the owner” Signature: Signature of the report technician Date: Task performed date Agent table: Name: Name of the report technician Company: Control Panel > Company Profile > Organisation Mailing address: Control Panel > Company Profile > Address Contact phone: Control Panel > Company Profile > Contact Phone |
Owner | Text: “Signature of owner” Signature: blank, for the owner to sign Date: blank, for the date the owner signs Agent table: Name: Property contact with the Owner role: Person Name Company: Property contact with the Owner role: Business Name Mailing address: Property extra field: Owner Mailing Address Contact phone: Property contact with the Owner role: Phone BH |
N/A | The signature text displays the standard wording: “Signature of *owner/*agent on behalf of and with the authority of the owner (*Delete that which is not applicable)”. Date and agent box stay blank. |
Building use and occupancy
Field on report | Where it comes from in Uptick |
Level | Property extra field: Level/Unit No |
Classified use(s) | Property extra field: Lawful Use |
Activity | Property extra field: Property Activity |
Risk group | Property extra field: Risk Group |
Highest fire hazard category | Property extra field: Fire Hazard Category |
Occupant load | Property extra field: Occupancy Limit |
Compliance schedule
Field on report | Where it comes from in Uptick |
Compliance schedule anniversary | Property field: Certification Date |
Compliance schedule is kept at | Property extra field: Compliance Schedule Location |
S-RAD
Compliance schedule number: report extra field S-RAD: Compliance Schedule #.
The building
Field on report | Where it comes from in Uptick |
Building name | Property name |
Level/unit number | Property extra field: Level/Unit No |
Street address of building | Property address |
Location of building within site/block number | Property extra field: Location of Building |
Owner
Field on report | Where it comes from in Uptick |
Name | Property contact with the Owner role: Person Name |
Contact phone | Property contact with the Owner role: Mobile |
Mailing address | Property extra field: Owner Mailing Address |
Specified systems
Field on report | Where it comes from in Uptick |
Specified system box | Any specified systems on the task with a status of Fail |
IQP declaration
Field on report | Where it comes from in Uptick |
Procedure | Report extra field: S-RAD: Procedure |
Reason | Report extra field: S-RAD: Reason |
Measures put in place (or will be) to ensure the procedures are not missed in the future | Report extra field: S-RAD: Procedures are not missed in the future |
Currently performing? | Report extra field: S-RAD: Currently Performing? (Yes or No). The answer determines the wording on the report. |
The missed IMR procedures have materially affected the ability of the specified system to perform to the performance standard for that system | Report extra field: S-RAD: Missed IMR Impacting Performance? (Yes or No). The answer determines the wording on the report. |
+ Description of the status of the non-performing specified system | Report extra field: S-RAD: Status of the non-performing specified syst |
+ Measures put in place (or will be) to ensure the system performs to the performance standard | Report extra field: S-RAD: Ensure the system performs to standard |
IQP details
Field on report | Where it comes from in Uptick |
Signature of independent qualified person | Signature of the report technician |
IQP name | Name of the report technician |
Date | Task performed date |
IQP company | Control Panel > Company Profile > Organisation |
IQP number | User preference extra field: IQP Registration Number |
