Getting started: a quick and easy EICR [03-0409]

• Enter your Username and Password.
• You come straight to the Jobs List, which will be empty if you are a first time user.
• Don't worry - it will quickly fill with jobs - and there are pop-ups to guide you!

• The ‘New Job’ menu appears.
• For an ‘EICR’ click ‘UK Electrical Certification’
• And then ‘EICR’ (Electrical Installation Condition Report)
• ‘New Jobs’ are given default names, but these can easily be changed to something more memorable.
• All Jobs open at the ‘Job Details’ page.
• Click any ‘In-Job Menu’ button to move to that page.

• The ‘Client Details’ can be copied directly from the ‘Installation’.
• Not every box has to be filled in: ‘Contract Reference’ can be skipped.
• Some boxes should be filled in: you must enter an ‘Inspector Name’ (this can be yourself) for a signature to appear on the report.
• And the same is true for the ‘Authoriser’.

• Click the blue ‘+’ button.
• Enter the type of board, its name, and the number of phases
• Then choose how to add circuits.

• 'Circuit Templates' help you complete your most commonly-used circuits really quickly.
• Some test results must be entered individually, but others can be filled using the ‘Fill blank values’ check box: for example, all ‘Test Button’ values can be set to ‘Pass’ in one go.
• On the Inspection Schedule page, the ‘Fill All’ button will set any blank outcomes to ‘Pass’.

• To enter an Observation just change the ‘Outcome’ of the relevant item in the Inspection Schedule.
• You can include photographs here.
• Similar details can also be added on the ‘Observations’ page.

• To send the completed report to the client click ‘Preview Report’ in the In-Job menu.
• Choose whether to 'Add signatures', and then click the blue ‘Preview Report’ button.
• A wizard guides you through adding your signature to the report, if this is the first time you have done this.
• Signatures can be added using a touch screen, or by uploading an image file.
• The wizard also helps with your Accreditation Body Logo, which you can upload as a JPG or PNG image file.
• And it helps with your Company Logo too, which can also be uploaded as an image file.
• You can also set your Company colour, to appear in your reports (it helps if you know the RGB values of the colour: there are lots of free online tools for finding out what this is).
• Finally, the wizard lets you check all of these details: signature, accreditation and company logos, and company colour.
• CertSuite then creates a PDF from your EICR.
• You can print the PDF, or download it to your device, ready to email to your client.

[Article 03-0409-01]