Generate maintenance and supplier-job PDFs
Follow this guide to use admin/supplier actions to produce work evidence. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Maintenance & Jobs → open request/job → PDF
Before you start
- Use an account with Authorised maintenance staff and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Use admin/supplier actions to produce work evidence. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Maintenance & Jobs → open request/job → PDF.
- Select the New, Add, Create or Start action exposed on that screen.
- Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
- Save or submit the form once; correct any validation message rather than bypassing it.
- Go to the resulting record and verify its number, status, totals, files, activity and downstream links.
Fields and options to review
Exact actionGenerate maintenance and supplier-job PDFs
Exact navigationAdmin Area → Maintenance & Jobs → open request/job → PDF
Module version1.0.0
Access ruleAuthorised maintenance staff
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Maintenance requestProperty, tenant, subject/issue, priority, status, supplier, assignee, cost and administrative note.
Supplier work orderJob title/description, property/manual address, allocated amount, supplier notes, photos and completion evidence.
Financial linkSupplier invoice status, amount/final amount, payment mode, transaction ID and payment comments.
Rules the system enforces
- Verify property, tenant, supplier and cost values.
- Maintenance hub visibility is tied to customer-view access in the registered menu.
- Supplier completion can create a Pending supplier invoice when one does not already exist.
How to confirm it worked
- The supported generate maintenance and supplier-job pdfs flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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