Short answer: every portal asks for the same 15 to 25 documents in a slightly different order. Keep them current in a register with a matrix that maps each document to each portal, and the pack assembles itself.
What they ask for
Licences (business and individual), public liability and workers compensation certificates, WHS policy and management plan, SWMS for your trade, drug and alcohol, environmental and quality policies, training matrix with tickets per worker, plant register with inspections, incident history, insurance for plant, and evidence of subcontractor management.
The matrix
One sheet: documents down the side, portals and principals across the top, a tick where each is required and the version last uploaded. When a document renews, the matrix shows which portals need the new one.
The afternoon
The register holds the current file for each row; the pack is a folder of those files named to the portal's list, checked by you and uploaded.
Trades compliance guide · Compliance module
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Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.