What it's forEverything else depends on the roll: matching emails to lots, levies by unit entitlement, meeting notices to owners and portal access.
Who it's forAdministrators (upload), strata managers, portfolio managers and accounts officers.
Step by step
- Step 1: Upload the rollStrata & committee › Strata roll › Upload roll. Choose your roll CSV (up to 5 MB) and press Upload roll. Only scheme_number and lot_number are required; common headings like SP, Lot, Owner and Email are recognised. Download template shows every column.
- Step 2: How updates workExisting lots are updated and new ones added; nothing is deleted and empty cells never clear saved values. Dates are DD/MM/YYYY. The result says how many lots were imported and how many rows were skipped.
- Step 3: Add a scheme by handPress Add a scheme: Plan number (e.g. SP 70412), Building name, title, use, address, suburb, state and postcode. Press Add scheme.
- Step 4: Scheme detailsOpen a scheme to edit Overview (ABN, financial year end, AGM month, Managed from/until), Contacts, Contractors, Site access, Insurance & funds, the Strata plan (upload the PDF) and Lots. Change effective from keeps earlier values in history. Missing required details show in red.
- Step 5: LotsAdd a lot with Unit, Level, Unit entitlement, owner, tenant and managing agent details and Access notes for trades. Archive lot hides it but keeps its history.
- Step 6: Search and filterSearch plan, building, suburb, owner, tenant or agent; filter by title type and portfolio manager; sort by plan, name or insurance renewal. Warning tags flag missing portfolio managers, lapsed insurance and unverified addresses.
- Step 7: ExportDownload CSV exports the whole roll.
Tips
- Don't put alarm or key-safe codes in Site access: work orders are emailed.
- Without access to all schemes, an upload that touches another manager's scheme is refused.
Common problems
“Only administrators can upload the strata roll.”
Ask an administrator, or add and edit lots one at a time.
How do I delete a scheme?
At the bottom of the scheme page, type the plan number under Delete this scheme. This permanently deletes its lots, arrears, deadlines, meetings and documents.
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