In Uptick, there is the ability to create a 12A/BWOF each year based on guidelines provided by the regulatory bodies in New Zealand. This article outlines the the initial setup and explains where the 12A and BWOF certification documents get their data from.
Initial setup
Enable the ESMs module in extensions (this will be used to define and list your 12A's during the process)
If using Signoffs, enable this module (this can only be used with the ESMs).
Setup all users with their relevant IQP registration number if applicable via:
Users > View > Update (Preferences)IQP Registration Number (where applicable)
Title
Signature
Any other tweaks to the template will need to be marked up and submitted through our template process.
Generating a task
Add the applicable 12A's (which are the ESMs) to the properties required.
Add an appropriate routine to generate a task when the 12A/BWOF is required.
Generate task when required through normal process.
Perform all associated items you'd like to display on the 12A/BWOF from the tasks work tab.
Preview 12A/BWOF.
Dispatch 12A/BWOF report to client.
The BWOF Process
Where the BWOF populates from
Building information
Expiry Date | The task due date. |
Street Address of Building | Property > Location > Update The property Display Address as listed in the Location section of the property. |
The following information can be set or updated under:
Property > Update > Property details
Legal Description of land where building is located | Comes from Legal Description field on the property. |
Building Name | Comes from Building Name field on the property. If this field is left blank, it will default to the property name. |
Location of building within site Block number | Comes from Location of Building field on the property. |
Level/Unit Number | Comes from Level/Unit No. field on the property. |
The Maximum Number of Occupants that can safely use this building is | Comes from Occupancy Limit field on the property. |
Compliance Schedule No | Comes from Compliance Schedule No. field on the property. |
Lawful Use | Comes from Lawful Use field on the property.
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Purpose Group & | Comes from Purpose Group and Risk Group field on the property.
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Year First Constructed | Comes from Year Constructed field on the property.
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Intended Life | Comes from Intended Life field on the property.
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Fire Hazard Category | Comes from Fire Hazard Category field on the property.
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Owner and Agent details
Owner
Property > Contacts (sub-tab) > Update Contacts.
(Details of the "Owner" Role)
Owner & Contact Person | Owner: When both the Name and Organisation fields are populated, the template will prioritise the Organisation, otherwise it will use the Name instead. Contact Person: When both the Name and Organisation fields are populated, the template will prioritise the Name, otherwise it will display "As above" instead. |
Mailing Address | Comes from the Address field. |
Email Address & Phone | Comes from the Email and Mobile fields respectively. |
Agent
Property > Contacts (sub-tab) > Update Contacts.
(Details of the "BWOF Agent" Role)
Agent & Relationship to Owner | Agent: Comes from the Organisation field. Relationship to Owner: Is automatically populated and requires no setup. |
Mailing Address, Registered Office & Website Note: Registered Office and Website will always come from the Company Profile. | Mailing Address: Comes from the Address field.
Registered Office & Website: Comes from the Contact address and Contact website fields set up in: |
Contact & Email In the absence of a BWOF Agent property contact the Company Profile Contact email & Contact phone will be used instead. | Email:
Contact: Comes from the Name and Mobile fields. |
Building Specified System(s)
Displays the 12A's as listed on the property under the ESM tab. The Status will display a tick or cross to signify whether or not the Specified Systems are compliant. |
Compliance summary text (right-click image > open in new tab) |
The bolded text comes from the following:
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Signatory details
Signature of agent, on behalf of and with the authority of the owner | Will use the signature of the author of the report as set up in step 3 of Before you get started at the top of this article. The author is the User that generates the report. |
Name | Displays:
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Date | Date that the report was generated (defined by the system at the time it is generated) |
BWOF Mapping Document
(right-click on image > open in new tab for higher quality)
The 12A Process
Where the 12A populates from
Building information
Street Address of Building | Property > Location > Update The property Display Address as listed in the Location section of the property. |
The following information can be set or updated under:
Property > Update > Property details
Legal Description of land where building is located | Comes from Legal Description field on the property. |
Building Name | Comes from Building Name field on the property. If this field is left blank, it will default to the property name. |
Location of building within site/block number | Comes from Location of Building field on the property. |
Level/Unit Number | Comes from Level/Unit No. field on the property. |
Owner details
Owner
Property > Contacts (sub-tab) > Update Contacts.
(Details of the "Owner" Role)
Owner & Contact Person | Name of Owner: When both the Name and Organisation fields are populated, the template will prioritise the Organisation, otherwise it will use the Name instead.
Contact Person: When both the Name and Organisation fields are populated, the template will prioritise the Name, otherwise it will display "As above" instead. |
Mailing Address | Comes from the Address field. |
Compliance summary text (right-click image > open in new tab) |
The bolded text comes from the following:
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Specified Systems (Feature/Service Provider/IQP Details)
Feature | Comes from the Specified Systems (ESMs) listed on the task. Note: Specified Systems are grouped by the assigned IQP. |
Service Provider | Displays the Contractor that's assigned to that Specified System. |
IQP Details | Displays:
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12A Mapping Document (right-click on image > open in new tab for higher quality)
