Client portal

Step 1. Open Client portal from Tools or the footer. The Account sign-in are written on the page.

Step 2. Click Email and type your account email.

Step 3. Click Password and use the account details issued by YY.

Step 4. Click Sign in.

Step 5. You are in. The tabs along the top are the parts of the portal. Click a tab to open it.

Step 6. Overview. Four boxes: how many assets, how many are overdue, how many are due soon, and open faults.

Good to know: An asset is one thing YY looks after, like a door, a shutter or a gate.

Step 7. Each site has a box. The bar shows how many fire doors are in date. Click View assets to see that site.

Step 8. Next planned visits are listed below.

Step 9. Click Assets.

Step 10. Type in Search to find a tag or a place. We type fire.

Step 11. Or pick one site from the Site list.

Step 12. Pick a type, like Fire door.

Step 13. You can also pick a status: OK, Due, Overdue or Fault.

Step 14. This line tells you how many assets match.

Step 15. Click QR tag next to an asset.

Step 16. The QR tag appears. Print it and stick it on the door, shutter or gate.

Step 17. Click Print tag to print it.

Step 18. Click the asset page link to open the page for that asset.

Step 19. The asset page: when it was fitted, the last service, and when the next one is due. Anyone who scans the tag lands here.

Step 20. To report a problem, click the Raise a fault tab. Pick the asset from the list.

Step 21. Type what is wrong. Use at least 10 letters.

Step 22. Pick how urgent it is: Emergency, Urgent or Routine.

Step 23. Got a photo? Click Choose file and pick it.

Step 24. Wait until it says Photo ready.

Step 25. Click Send fault to YY.

Step 26. Done. You get a reference. The YY office sees it straight away.

Step 27. Click Visits.

Step 28. Visits shows what is overdue, and the visits planned for the next 12 weeks.

Step 29. Click Jobs.

Step 30. Open faults you raised are at the top, with their photos and status.

Step 31. Job history is below. Click Visit report to open one.

Step 32. The visit report: date, site, asset, engineer, notes and a photo.

Step 33. Click Print or save as PDF to keep a copy.

Step 34. Click Back to jobs to go back.

Step 35. Click Compliance.

Step 36. Each site shows how many fire door checks are in date.

Step 37. Below are your reports and certificates.

Step 38. When you finish, click Sign out.

Step 39. The rail account works the same way. use the account details issued by YY, then click Sign in.

Step 40. The rail account sees its own stations, not the estates.

Step 41. Click Sign out.