Setting tasks
How to set us tasks
What a good request looks like
On 14 Bourke Street — build document checks for the structural certificate item. Should confirm the engineer is CPEng registered.
Can you set up a project type for Class 1a new dwellings, based on the last few I've done?
Inspection done at 22 Ellis Road. Findings attached — can you produce the report?
You don't need to explain the background or justify the request. If it's admin inside ApprovIQ, it's ours.
Setting up
Project types built from how you actually work
“Set us up my project types”
Approval items for a class of project
“Build the approval items for a [class] project”
Your stamp configured with credentials and signature
“Set up my stamp”
A new project created and made live
“Set up a new project — details below”
Document checks
Checks written for an approval item
“Build the checks for [item] on [project]”
Checks added to your library so future projects inherit them
“Add these checks to my library”
Credential verification against a professional register
“Add a check that verifies the engineer is on the National Engineers Register”
Ongoing
Inbound documents filed and anything needing you flagged
“File what's come in on [project] and flag anything that needs my eyes”
Approval list brought up to date
“Bring the approval list current on [project]”
An inspection report produced from your findings
“Inspection done at [project] — findings attached, produce the report”
Finishing
A document template built from paperwork you already issue
“Build my [certificate / approval letter] template”
An approval pack assembled and issued
“Issue the approval pack for [project]”
Things people wonder about
- Is this request too small?
- No. Small and frequent is exactly what the service is for.
- Am I sending too much?
- This month is uncapped, deliberately. The approvers who get the most out of it hand over the jobs they'd been putting off.
- What if I don't know what I want?
- Describe the problem instead of the solution. 'I keep re-typing the same details into every certificate' is a perfectly good request.
- Can someone else in my business send requests?
- Yes — tell us who and we'll recognise them.
