Staff portal
Secure staff workspace
Manage client relationships, premises, service commitments and issued documents through your named account.
Staff portal
Manage client relationships, premises, service commitments and issued documents through your named account.
Company management
Your clients, service commitments, issued records and decisions in one workspace.
Recorded work, client requests and due dates requiring attention.
Current client relationships, premises, issued records and outstanding work.
Commercial relationships
Client relationships, portfolios, premises, contacts and recorded service position.
Create the organisation, portfolio, separate premises and first controlled service instruction together. No account, invitation or message is created.
Add a portfolio to an existing client, or correct its name and description. Premises remain separate records.
Preview a CSV before creating each premises and service instruction as an audited record. No client contact is made.
Select a client to review portfolios, scope, contacts and current service.
Portfolio navigator
Every building remains a separate record. Search by name, address, operational area, job, reference or contact.
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Controlled information
Current and superseded issues remain distinguishable. Open an authorised document to read it inside the portal.
Issued, previous and pending records remain separately identified.
| Document | Premises | Issue identity | Date | Status |
|---|
No approved document is waiting to be registered.
Registration links an approved source document. It never uploads, replaces or changes an issued file.
Findings and evidence
Client responses remain supplied and unverified until an authorised J7 decision is recorded.
Use these only when recording an issued-FRA entry or preparing an action from an accepted assessment finding. Existing actions and evidence remain the primary workspace below.
Transcribe the exact action-plan entry from the current issued PDF. It is saved as a staff draft and is not visible to the client until it is separately reviewed and released.
Choose a recorded finding and required action for this premises.
| Reference | Premises | Required control | Priority | Due / timescale | Position |
|---|
| Action / evidence | Premises | Progress | Submitted | Position |
|---|
Professional delivery
Assessments, visits, information, evidence, QA, controlled issue and follow-up in one recoverable workflow.
Open one premises-centred case from instruction and site capture through professional review, controlled issue, actions and renewal.
| Premises / instruction | Named assessor | Current position |
|---|
Ask the selected client for specific premises information. Every response remains subject to J7 professional review.
Controlled access
Named accounts, roles, exact portfolio or premises scope and safe account controls.
Set the portal access role, exact access scope and sign-in policy. Owner-controlled test accounts remain isolated from business records. Nothing is emailed automatically.
Create a controlled test account above, complete the real client journeys through that account, then review the run evidence and clean up the exact run here. Test interactions remain excluded from business records and no invitation or notification is sent.
An empty, incomplete, malformed or mutation-bearing run is always blocked and cannot be presented as a pass.
| User | Role | Exact scope | State | Authorised until |
|---|
Owner controls
Product configuration and audit controls remain separate from ordinary assessment work.
Source-backed configuration
The live catalogue is read from controlled business records. Professional templates, field maps, terminology and classifications are verified from the protected GitHub source package.
Real-record authority
Compares each controlled row from the issued source record with its verified portal action. Test, synthetic, unknown and unlinked records are never counted as business truth.
Production data assurance
Checks every record capable of appearing in the portals or driving a professional count. Ordinary portal reads already exclude unverified, ineligible, test, synthetic and quarantined records before, during and after owner reconciliation. Final enforcement records that the complete production inventory and treatment proof have passed; it does not switch those exclusions on.
Owner reconciliation
Review one opaque record identity at a time. Names, addresses, emails and internal database identifiers are deliberately not exposed in this control.
Choose the professional outcome you need.
Controlled professional workflow
Record the instruction and working scope. No professional conclusion or client issue is created here.