Articles · 2026-11-04
Stratum Track now has a client portal
A client who wants to know what stage their gearbox is at, or needs last year's inspection report, phones you and waits for an answer. Stratum Track now has a client portal, so your clients sign in and see their own jobs, reports and equipment, and you decide what each client sees.
Music: Higher Up by Shane Ivers, silvermansound.com, CC BY 4.0
The portal is switched on for each company separately. Ask us and we will turn it on for you.
You choose what each client sees
Nothing reaches a client until you publish it. A manager publishes a job's progress, a report or an asset to the customer it belongs to, either from its page in Client portal or by ticking several on a list and pressing Publish (Publish progress for jobs). Unpublish (Unpublish progress for jobs) removes it from the portal. Anyone who has already downloaded a report keeps their copy.
When you publish, you can tick Email the customers' portal people to tell them. It stays off unless you tick it.
Everyone at a customer with a portal login sees what you publish to that customer, and nothing you publish to anyone else.
How your clients sign in
You invite the people at each customer. They sign in with a password or with a sign-in link emailed to them.
What your clients see
- Jobs. Current and past jobs, with each step marked Done, Now or To come, and the
date the job is due back if you use due dates. The portal shows no staff names.
- Results, once a step is signed off. A signed-off step shows the readings and answers that
the job's report prints. Anything not yet signed off is not shown.
- Reports. Your client downloads the PDF Stratum Track made when you published it, so they get
exactly the report you issued. Publish it again and the new version takes the old one's place.
- Assets. A list of their equipment with search and a CSV download. Each asset shows the jobs
and reports you have published on it, newest first.
Client questions in your Inbox
A client can ask a question on a job, or press Ask beside a report. Stratum Track puts the question in the Inbox under Client portal and tells the managers who can open that job, in Stratum Track and by email. Your reply appears in the client's thread on the portal.
Common questions
Can my client see a job that is still in the workshop?
Yes, if you publish its progress. Your client sees the job's steps, which one is underway now and which are still to come, and the date the job is due back if you use due dates. The results of a step are shown only once that step is signed off, with the same readings and answers the job's report prints.
Will one client see another client's work?
No. Everything you publish goes to the customer it belongs to, and only the people at that customer with a portal login can see it. They see nothing you publish to anyone else. When you publish several jobs or reports at once, Stratum Track lists the customers they are going to and asks you to confirm before anything is published.
What happens if I publish a report and then find a mistake?
Correct the job, then publish the report again with Publish a new version, and your client sees the new version in place of the old one. Each version is the PDF Stratum Track made when you published it, so your client only ever downloads a report you chose to issue. You can also unpublish a report to remove it from the portal, although anyone who has already downloaded it keeps their copy.
Does my client get an email every time I publish something?
Only if you choose. When you publish, Stratum Track offers Email the customers' portal people, and it stays off unless you tick it. When you do tick it, each person at that customer with a portal login gets one email. The portal itself always shows what you have published, whether you send the email or not.
How do I turn on the client portal?
The client portal is switched on for each company separately, so ask us and we will turn it on for you. Once it is on, a manager opens Client portal, invites the people at a customer and publishes the first job, report or asset. Nothing reaches the portal until a manager publishes it, so you can set up your customers first and publish when you are ready.