What's New Posts: July
A new option for viewing your report/certificate titled ‘Preview Report’ has been added to the left-hand menu. This includes a list of tick boxes on this page for adding signatures to the report and giving you the option to include a cover page, contents page or glossary. You can then choose to download or print your certificate from the preview screen.How it Helps You
This makes it easier to find how to preview your reports, and now gives you the choice on whether to include a cover page, glossary, and contents page.
An ‘Add Test Instrument’ option has been added to the bottom of the Test Instrument drop down list within the ‘Inspector Details’ and the ‘Board Test Results’ sections of the job.How it Helps You
This allows a new test instrument to be created while filling out a certificate without having to go back to the ‘Test Instrument’ page to add it to your list, saving you time and creating a smoother data entry process.
We have moved the Admin buttons from the drop-down list under the user name at top right, to a new drop-down list called ‘Admin’ on the top bar.How it Helps You
This makes it easier to find some of our most powerful features that you may have never found before, including role management and adding your own company colours to the certificates.
As before contacts are created in the Address Book as you enter data into a job. However, a contact is not created until a name has been entered. As soon as a name is entered, a contact is created in the Address Book and any data that has been entered previously for phone numbers etc. is added to the new contact.
We’ve removed the annoying messages that pop up if you make changes to address data in a job and have added a button that allows you to save changes back to the Address Book. However, if you want to change the name of a contact, this can only be done within the Address Book.
The Address Book and Contacts buttons previously in the top bar have been moved to drop down list items on the button called Address Book. The two drop down list items are ‘View by Contact’ and ‘View by Address’.How this helps you
This will allow for greater control over changes to your address book and management of your contacts, and will reduce the number of pop-up messages you see.
A new simplified version of the MEW has been added which collects only data required by the regs. This report now appears as the MEW option on the ‘Create Job’ menu. Our original MEW is now listed as the ‘MEW extended’ which provides for a more thorough inspection including all test results you would enter for an EIC or EICR.How it Helps You
Allows you to choose the MEW best fitted to your needs. Whether you are a busy trader looking to produce the basic MEW you need fast, or someone looking to provide a more extensive inspection.
What's New Posts: June
We have added five high quality new certificates and have more in the pipeline coming very soon!
Our new certificates:
- Fire Alarm Verification
- Fire Alarm Acceptance
- Fire Alarm Modification
- Solar Photovoltaic
- Fan Maintenance
We have added a new process for approving your jobs. You can now move a job through four different stages: Open, For Approval, Approved and Archived.
- Open - on the current jobs list, anyone can open and edit the job, as long as they have access to the group that the job belongs to.
- For Approval - the job has beeen completed the by the engineer and passed over to the QS for authorisation.
- Approved - the job has been approved by the QS.
- Archived - does what it says on the tin.
Move your jobs from one stage to another by selecting the ‘Actions’ menu for a job.
You can then see the lists for each job type by selecting between the different stages from the drop-down menu under the ‘Current Jobs’ button.
If the user does not have the CertificateSignOff (CSO) role, then they can only see jobs on the ‘Current Jobs’ list and cannot see / edit jobs once they have been submitted for approval.
The CSO is able to check jobs once submitted for approval and has the option to re-open a job if an error has been made by selecting ‘Restore’ from the ‘Actions’ menu.
It will then be returned to the ‘Current Jobs’ page where the tester can fix the mistake.
To assign roles to users, you need to select 'Account Management' from the drop-down list under your user name in the top right hand corner of the screen.How it Helps You
Makes the Job Approval process easier to navigate allowing you to manage your jobs more effectively.