In Uptick, you can generate an annual Occupier's Statement using the official Queensland government template. This article outlines the complete process, from initial setup to generating the final report for your clients.
What You'll Learn
How to set up your Uptick system for the Occupier's Statement.
The process for generating the statement task.
How to manage the reporting period for the statement.
Where the information on the final report comes from.
1. Before You Begin: Setup Instructions
Before you can generate an Occupier's Statement, you need to configure your Uptick system correctly.
Enable Modules: Ask Uptick Support to enable the 'ESM' extension. This allows you to create and manage the Essential Safety Measures that will appear on your statement. If you use sign-offs for subcontractors, enable the 'Signoffs' extension as well.
Set Up User Signatures: Ensure all relevant users have uploaded their signatures to their profiles. This is required for the sign-off section of the report.
Install the Template: Install the default Occupier's Statement template by navigating to Control Panel > Document Templates > Uptick Template Library.
2. Generating the Occupier's Statement
Follow these steps to generate the statement from a task.
Add the applicable ESMs to the required properties.
Add a routine (e.g., "Occupiers Statement" or "QLD Fire Safety Audit") to generate a task when the statement is required.
Generate the I&T task through your normal process.
From the task’s Work tab, perform all associated service items that you want to display on the statement.
Preview and create the report from the task.
If needed, edit the Date From and Date To fields (see section below).
Dispatch the final Occupier's Statement report to the client.
Customising ESM Display Name on Reports
The report displays the individual Label of an ESM, not its Type name. This allows you to control exactly how each measure is displayed on the report. To change how an ESM is displayed on the report:
Navigate to the property.
Go to the ESMs tab.
Find the ESM you wish to update and click Edit.
Modify the text in the Label field.
Click Save.
The new label will now appear on any future reports you generate.
Managing the Reporting Period
By default, the report covers the 12 months prior to its creation date. To control the reporting period manually, you can add extra fields.
Set up two extra fields with the following field codes:
date_range_fromdate_range_to
When generating the report, you can populate these fields on the task to define a specific start and end date for the statement.
Customising Included ESMs
The report will automatically include all ESMs present on the property. To customise which ESMs are included or excluded:
Go to Control Panel > Report Types.
Find and Edit your Occupier's Statement report type.
Tick All assets, then select the ESM types in the Excluded Asset types field and click Update.
3. Where the Occupier's Statement Details Come From
The table below explains which fields in Uptick populate the different sections of the Occupier's Statement template.
Template Section | Template Field | Uptick Field/Description |
Section 1 - Property & Report Period Details | Name of building and address | Property > (Location) Update > Manually set address fields > Building or Business Name and Property Display Address. |
| Period Covered | Defaults to 12 months prior to the report creation date. Can be adjusted using the |
Section 2 - ESM and Critical Defect Details | Prescribed fire safety installation | ESMs listed on the task’s Work tab under 'Performed'. Note: ESMs must be listed here to populate on the report. |
| Nominated Australian Standard or relevant maintenance requirements | Standard of maintenance listed against each ESM. |
| Was a critical defect notice issued during the period covered by this statement (Yes/No) | The 'Yes' option is automatically selected if a Critical Defect was raised on the property during the reporting period. |
| Date of rectification of critical defect | The Remark ID and Date of Rectification for the critical defect. |
Section 3 - Sign-off Details | I, Full Name, as an authorised person | The Report Technician's Name. |
| On behalf of | Your Organisation Name. |
| Signature | The Report Technician's Signature from their user profile. |
| Date | The Report Issued Date. |
