Initial Setup
Enable ESMs module in Extensions to define and list your 12A's.
Enable Signoffs module (optional) if using Contractor Signoffs with ESMs.
Configure user details via Users > View > Update (Preferences):
IQP Registration Number (if applicable)
Title
Signature
Submit template customizations through the template process if needed.
Generating a 12A/BWOF
Add applicable 12A's (ESMs) to the required properties.
Create a routine to generate tasks when 12A/BWOF is due.
Generate the task.
Complete associated items from the task's work tab.
Preview the 12A/BWOF report.
Dispatch report to client.
BWOF Data Mapping
Building Information
Field | Source |
Expiry Date | Task due date |
Street Address | Property > Location > Display Address |
Property > Update > Property Details:
Field | Source |
Legal Description | Legal Description field |
Building Name | Building Name field (defaults to property name if blank) |
Location within site | Location of Building field |
Level/Unit Number | Level/Unit No. field |
Occupancy Limit | Occupancy Limit field |
Compliance Schedule No | Compliance Schedule No. field |
Lawful Use | Lawful Use field |
Purpose Group & Risk Group | Purpose Group and Risk Group fields |
Year First Constructed | Year Constructed field |
Intended Life | Intended Life field |
Fire Hazard Category | Fire Hazard Category field |
Owner and Agent Details
Owner (Property > Contacts > Owner Role):
Owner/Contact Person: Uses Organisation (or Name if Organisation is blank). Contact Person uses Name (or "As above" if blank).
Mailing Address: Address field
Email & Phone: Email and Mobile fields
BWOF Agent (Property > Contacts > BWOF Agent Role):
Agent: Organisation field
Mailing Address: Address field (or Company Profile Contact Address if no BWOF Agent)
Registered Office & Website: Control Panel > Company Profile (Contact Address and Contact Website)
Contact & Email: Name, Mobile, and Email fields (or Company Profile details if no BWOF Agent)
Building Specified System(s)
Lists 12A's from Property > ESM tab
Status shows tick or cross for compliance
Compliance Summary Text
Local Government Area: Property > Property Details > Local Government Area
Compliance Schedule Location: Property > Property Details > Compliance Schedule Location (displays "on the premises" if blank)
Compliance Period: Task > Update > 12A/BWOF Compliance Period (defaults to 12 months)
Signatory Details
Field | Source |
Signature | Report author's signature (Users > Preferences) |
Name | Author's name, title, and company organisation (Control Panel > Company Profile) |
Date | Date report was generated |
12A Data Mapping
Building Information
Property > Location:
Street Address: Display Address
Property > Update > Property Details:
Field | Source |
Legal Description | Legal Description field |
Building Name | Building Name field (defaults to property name if blank) |
Location within site/block | Location of Building field |
Level/Unit Number | Level/Unit No. field |
Owner Details
Property > Contacts > Owner Role:
Name of Owner: Organisation (or Name if Organisation is blank)
Contact Person: Name (or "As above" if blank)
Mailing Address: Address field
Compliance Summary
Compliance Period: Task > Update > 12A/BWOF Compliance Period (defaults to 12 months)
Specified Systems
Field | Source |
Feature | Specified Systems (ESMs) listed on task (grouped by assigned IQP) |
Service Provider | Contractor assigned to that Specified System |
IQP Details | Name, IQP Registration Number, Signature of assigned IQP, and date ESMs were marked as PASS |
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