Anleitungsvideos in deutscher Sprachefolgen in Kürze

What You See when Logging On for the First Time

This two-minute video shows how to:

Navigate the ‘Current Jobs’ page and create a new job

Name/rename your job and start entering data

Use job details to start building a fully searchable Address book of all your Contacts

Create a log of all your ‘Test Instruments’, e.g. serial numbers, calibration dates, etc.

Create, edit and use ‘Circuit Templates’ to save time writing up board details

Manage your user profile on the ‘Admin’ button

Find ‘Help’, ‘Support’, ‘FAQs’, and information about ‘What’s New’

Creating and Using Time-Saving Circuit Templates

This two-minute video shows how to:

Create templates for your most commonly used circuits

Name/rename templates – ‘cooker’, ‘heater’, ‘lighting’, etc.

Change template details

Use circuit templates to fill in board details

Managing your Contacts and Addresses

This two-minute video shows how to:

Create a list of contacts by saving name / address details

Organize contacts into clients, constructors, designers, etc.

Search the contacts list by type of contact, or by name / address

Use the contacts list to fill in contact details for new jobs

Update contacts – with new phone numbers, addresses, etc.

Manage your Job Lists and Workflow

This two-minute video shows how to:

Manage your workflow by organizing your jobs into lists

Save ‘Current Jobs’ to the main ‘Jobs Table’

Send jobs needing a QS sign-off to ‘Jobs for Approval’

Move signed-off jobs to the ‘Approved Jobs’ list, ready to send to the client

Move completed jobs to the secure ‘Archived Jobs’ list

Move jobs from the archive to the current list, i.e. when it’s time to re-test

Archiving and Deleting Jobs

This two-minute video shows how to:

Archive a job

Delete an archived job

Retrieve an archived job, and restore it in the ‘Current Jobs’ table

Copy an archived job, and use it to create a new job

Keeping Track of your Jobs

This two-minute video shows how to:

Search any of your job lists (i.e. ‘Current Jobs’, ‘Jobs for Approval’, ‘Approved Jobs’, ‘Archived Jobs’) for a particular job, using any part of the job name

Search the lists using any part of the job address

Copying a Job

This two-minute video shows how to:

Use the ‘Copy Job’ feature to use one job as a template for another

Reissue a job, with test results included

Using the In-Job Menu to Navigate

This two-minute video shows how to:

Use the In-Job Menu to step through a job

Hide the Menu – useful for working with small screens

Use the Hamburger – to navigate with the Menu hidden

Show the Menu again – useful when working with bigger screens

Creating a Distribution Board/Consumer Unit

This two-minute video shows how to:

Create and name/rename a distribution board

Add circuits and number of phases

Use circuit templates to fill in circuit details

Copy a board from within the same job

Change circuit details, change the display order of multiple boards, etc.

Delete a board

Save Time and Effort by Using Defaults to Fill in Circuit Details

This two-minute video shows how to:

Avoid typing the same circuit details again and again

Build a circuit table and fill in the test results and other variables

Use default settings to enter standard values e.g. type, rating, test voltage, etc.

Change values in individual cells if/when needed

Find your way around

This video shows you around CertSuite if you’re seeing it for the first time.
It shows you where you see your list of jobs, and where you can manage your contacts, test instruments and your circuit templates.
It also shows you where you can provide an image of your signature and logos for your company and your accreditation body.

Getting Started

This video show you how to open a job, in this case it’s an EICR. Then you can add a board and a circuit, add results to them and add an RCD. It also shows how to add observations and how easy it is to fill in the Schedule of Inspections.

Create a board

Here we take and EICR and show you how to add several distribution boards very quickly, each with its own set of circuits and RCDs. It’s just the same for an MEW, EIC, or even an EVCIR (an EICR for an Electric Vehicle Charging Point) or EVCIC.
It shows you how to use a Circuit Template which as you’ll see, can save you loads of time