When you log on to Certsuite you arrive at the current jobs page. The first time that you log on, the page will be empty, but as you create jobs, they will appear here. To create a job click the blue add button, top left. Choose your report: we’ll go for an eicr. Your report gets a default name, but you can change this. Click create and start entering data.
When you log on to Certsuite you arrive at the current jobs page. The first time that you log on, the page will be empty, but as you create jobs, they will appear here. To create a job click the blue add button, top left. Choose your report: we’ll go for an EICR. Your report gets a default name, but you can change this. Click create, and start entering data
In this short video we look at how to create and use circuit templates. To get started click the circuit templates button. Circuit templates save you typing out the same details again and again. I’ve got a lot covered here but i need to add a dishwasher template to my list
Certsuite comes with powerful search tools that will help you keep track of your growing job list
The copy job feature enables you to use one job as the template for another. First select the job you want to copy. I have chosen an EICR. Next select copy from the actions button
In a typical circuit table many of the columns will be filled with the same values. Here are some examples in an 8-way power and lighting board. In fact just over half the columns in this table have a single value in them.
Certsuite produces certificates and reports in a professional A4 format. But the interface does not replicate a certificate on the screen. Instead it breaks each job down into a series of small steps.
Whether you are a sole trader, or a large company, Certsuite is designed to help manage your work flow. New jobs always appear in the current jobs table, but this list will become unmanageably long if all your jobs stay here forever.
To delete a job in Certsuite you first need to archive it. Start by choosing your job. Then go to the blue actions button. Select archive from the drop-down menu. Select yes when asked to confirm
In this short video we look at how to manage contacts. That’s all of the addresses associated with all of the jobs that you have got. Let’s say you are undertaking an EICR for a new client, named Mrs Robinson
It is easy to buy more licences for other team members by visiting the Licences and Payment section.
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.
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.
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