PHAEMA manual · Start here

Training courses

PHAEMA has an interactive course for each type of user. Each module walks you through the real screens with the important part highlighted, then asks you to find something in the demonstration data, and ends with a short quiz. Your progress is saved in your browser.

Open the training courses

Course For Modules
Estates surveyor Surveyors and estates officers Getting around; properties; leases and key dates; cases and approvals; lettings, renewals and dilapidations; letters and notices; projects
Finance officer Finance and income staff Getting around; rents and arrears; service charges; valuations for the accounts; reports and exports
Maintenance and compliance Building surveyors, facilities and compliance officers Getting around; repairs and works orders; planned maintenance and components; compliance and the Golden Thread
System administrator Administrators Getting around; users, roles, supervisors and handing over work; modules and settings; bringing data in; audit and the change log
Viewer and contributor Colleagues who look things up, and legal or other staff who add to cases Getting around; finding information; contributing to a case

Use a training copy of PHAEMA loaded with the demonstration data for the exercises (an administrator runs load_demo_data). Never practise on live records.

First-week checklists

Estates surveyor

  • [ ] Open My work and clear anything under Needs attention now.
  • [ ] Check the properties listed under Properties managed are yours.
  • [ ] Subscribe to your calendar feed.
  • [ ] Check your supervisor is set: ask them to look at Show the work of.

Finance officer

  • [ ] Check the rent ledger settings with an administrator: who raises invoices, VAT and income codes.
  • [ ] Run the Rent arrears report and the Charges waiting to go to finance report.
  • [ ] Agree the finance export columns with the finance system team.

Maintenance and compliance officer

  • [ ] For each building, choose the certificates it needs and record the latest.
  • [ ] Add planned tasks from the library.
  • [ ] Record site hazards on any property with a known risk.

System administrator

  • [ ] Add users, give each a role and set each surveyor's supervisor.
  • [ ] Switch on the modules the council uses, and set the letterhead details.
  • [ ] Import properties, then parties, then leases.
  • [ ] Practise handing over a surveyor's work on the training copy (Hand over work), so you are ready for the first leaver.