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