What's New Posts: February
We've made some changes to what each type of user can do in the job approval process. For example, ordinary users can now see jobs in all stages, but they can still only edit them in 'Current Jobs'.
Users who've been given the 'Certificate Sign Off' role can do much more than ordinary users and users with the 'Viewer Only' role can do much less.
Only users with the 'Account Manager' role can assign the various roles to other users. If you are an account manager you can do this on the 'Role Manager' page - select Account Management on the drop down list under the Admin button.How it Helps You
Everybody can view reports, whichever stage they are in. However, only CertificateSignOff users can edit and move jobs once they have passed into the approval stages.
Jobs are now 'locked' after they have been approved. In the approval stage you can send a job back to the Current Jobs stage if, for example, your customer spots a problem with the report. However, once the job has passed into the Archived stage there is no way to re-open it, although you can always copy it into a new job.
What's New Posts: January
Check out the My Account option on the Admin menu. You will find a new section where you can add your address, signature and logos.
These details will appear as the first option on the Designer, Constructor, Inspector and Authoriser contact and address drop down lists. Only you will be able to add these details to jobs.How it Helps You
You can make sure that only you can add your details and signature to a job.
Users with the Address Manager Role are able to:
- See the Address Book
- Add / edit addresses within the job
- See the Update Address Book button
- Choose addresses from the drop down lists
- Search for addresses
Users without the Address Manager Role are only able to:
- Choose addresses from the drop down lists
- Search for addresses
To start with, we've given everyone the Address Manager role. If you're an Account Manager you can take this role away from any users who you don't want changing the addresses.How it Helps You
As Account Manager you can choose who can make changes to your addresses. This will help you to avoid duplicate and incorrect data appearing in the Address Book.
- Fixed a performance bug uploading boards
- Tick boxes for system of earthing now work on a mobile phone
- The check for the file type of uploaded photos and pdfs now works correctly
- Date of testing added to the Emergency Lighting test certificate
- More N/A, LIM and Other options added to the drop down lists
What's New Posts: December
The form for creating observation descriptions has been improved. There is now just one pop-up form for entering the observation description. On this form there are three boxes:
The box at the bottom shows the text for your observation. You can just type directly into this box or ....
.... you can use the top box to choose from Standard Texts. On the Inspection Schedule page you can choose from a list of Standard Texts matched to the Inspection Schedule Item and on the All Observations page you can search through all Standard Texts.
The middle box is used to add your own Standard Text item. Just enter text here, select the Add button, and it will appear in the bottom text box and will also have been added to the Standard Texts for next time.
Once your observation description is complete, select the Done button.
The layout of the Information page that appears at the end of your report / certificates has been improved.
In an EIC you add items for the Notes page on the Validation and Notes tab and in an EICR you add them on the All Observations tab. If you add a Note, Not verified or Not Applicable item on this tab, this will appear on the Notes page. You can optionally add a photograph, a board and circuit reference and a reference to a Schedule Item.
There is now a tick box on the Job Details page of the EIC which you can select to add an Additional Notes section to your certificate. This is optional and will not appear if you don't tick the box.
A Propery Reference field has been added to the installation address. This field is searchable. It will not appear in the printed report.
What's New Posts: November
- You can now open a job from the Actions menu
- We've tidied up the display on smaller screens by removing some long text
- We've added TP as an option on the phase list
- We've added N/A and LIM to all drop down lists on the set default menus
- We've changed 'Set type' to 'Select template'. Some of our users hadn't found the Circuit Template feature which allows you to create your own templates which you can choose from for each circuit.
- The 'hamburger' menu now closes when you select an option
- The Create Supply Board form now has drop down lists for the circuit number and OPD
- We've fixed the drop down lists on the home pages so that they work on an iPad
- The test instrument drop down list is correctly filtered by inspector and test instrument type
You can associate your own departures with Schedule items. On the Inspection Schedule page, select the search button next to the Observation description box. Then select 'ADD YOUR OWN OPTION FOR THIS SCHEDULE ITEM' from the 'Select Standard Text' drop down list. A box will appear where you can enter your text. The next time you open the 'Find Standard Text' form, your new text will appear on the 'Select Standard Text' drop down list
We've also replaced the boxes on the observation tables by pop-up text boxes which stay open for longer when the system syncs up.
We've improved the way we handle pop-up messages and in the process fixed a couple of bugs where sometimes messages weren't shown.
We have improved the responsiveness of Vespula when there is a poor internet connection. Changing page should now be faster.
SELECT has been added to the list of accreditation bodies that you can choose from.
What's New Posts: October
We have added an extended fire alarm inspection report for those who want to do more than just meet the regs.
The speed and smoothness of the interface has been improved. We have also improved the navigation on the Current Jobs button. When it says 'Back to Job', this will take you back to the job you were last working on. You can always select one of the items on the drop down list to take you to one of the job lists. Also, when you close a job, you will be returned to the jobs list for that job.
Type AC has been added to the Type options you can select for an RCD.
You now have the option of selecting N/A or LIM on more of the drop down lists.
All fire alarm certificates have now been checked to ensure that they comply with BS 5839-1. A new Fire Alarm Inspection Certificate has been added
What's New Posts: September
A search option has been added for addresses. Just click on the search button to bring up a search form.
A new option for printing your board schedules in landscape is available on the ‘Preview Report’ page.How it Helps You
You can halve the sheets of paper you need to print out the board schedules.
What's New Posts: August
If a user does not have the CertificateSignOff role, they will not be able to view the Authorisation page.
There is now the option for a different engineer to sign off each board,
Type K and Type Z added to the OPD Type Numbers.
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.