Administrator register, creation and KPI counts
Create applications, switch type tabs, interpret counts and open a complete case workspace.
Service Journeys
Open guide →GuideOpen the Service Journeys register
Review the selected type tab, counts, outstanding total and application list.
Open guide →GuideSwitch journey type tabs
Choose Full Compliance, One-Off Services or Property Licensing.
Open guide →GuideUnderstand type-tab counts
Each tab count reflects records of that journey type.
Open guide →GuideUnderstand outstanding count
All statuses except completed_successfully are outstanding.
Open guide →GuideCreate an administrator journey
Open the create form and submit required case and type-specific fields.
Open guide →GuideSelect Journey type
Choose one of the three installed type keys.
Open guide →GuideComplete Application title
Required, trimmed, maximum 191 characters.
Open guide →GuideComplete Client name
Required, trimmed, maximum 191 characters.
Open guide →GuideComplete Contact name
Provide the primary person.
Open guide →GuideComplete Contact email
Optional but must be valid when provided, maximum 191.
Open guide →GuideComplete Contact phone
Provide the contact telephone number.
Open guide →GuideComplete Service location
Describe the property/portfolio/service location.
Open guide →GuideComplete Details
Describe the requested service.
Open guide →GuideComplete Internal notes
Record staff-only context.
Open guide →GuideSelect Priority
Choose Normal, High or Urgent.
Open guide →GuideAssign active staff
Choose an active staff member or leave unassigned.
Open guide →GuideSet Due date
Use exact YYYY-MM-DD/date input when provided.
Open guide →GuideOpen an application
Select a register record; the type tab follows the record automatically.
Open guide →GuideResolve an invalid application ID
The controller returns not found for a missing application.
Open guide →