PAT: Getting Started with a new job [08-0101]

All new PAT jobs begin at the Jobs List. Let's look at what you do next ...

If this is your first time using CertSuite the Jobs List will be empty, but it will soon fill with jobs.

  • Click the blue ‘+’ button at the top left hand corner of the Jobs List.
  • The list of Job Categories appears: choose PAT.
  • At the next screen click PAT Report.
  • The job is given a default name but this can easily be changed: just type in the new name and click Create.
  • The job opens at the Job Details page.

Fill in the Client Name first

  • Fill in the Client Name first: you cannot enter test data until you have done that.
  • Choose an existing Client from your Contacts List by tapping the blue search icon.
  • Or create a new Client by tapping the blue ‘+’ button: the new Client will be automatically saved to your Contacts List.
  • All assets and test results for a job are linked to the Client, and so once this link is created it cannot be undone.
  • But the client details – name, address, contact details – can always be changed using the edit button.

As soon as there is a Client Name, you can start testing.

  • Add your first test by clicking the white button on the footer bar.
  • The interface is designed to be quick and easy to use, and you navigate by using the buttons on the footer bar.
  • See the separate articles on each of the buttons on the footer bar.

Watch our new 'How To' video - 'Getting Started With PAT testing'

Any questions or feedback please get in touch at: software@megger.com

[Article 08-0101-01]

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