If you want your engineers to work on certificates on-the-go using the Clik Cert Electrical apps or Field Mode, you can select and send certs that have already been worked on from the office software.
There are a couple of ways to send existing certs to field users. This first method will show you how to send one cert from the main cert list. If you need to send multiple across at once, skip to this step.
In the 'Certificate' tab, find the cert you would like to send in the list. Right-click on the cert field and go to 'Send To' and select the field user from the list.
If the specific user is not shown in the list you might need to grant the user access to a field licence.
First, go to View > Staff.
Select the engineer from the left-hand side list. Then, go to the ‘Field User Data’ tab and navigate to ‘Certificates’ and click ‘Add’.
Note: if the 'Field User Data' tab is not visible for the selected user, they might not be marked as a Field User. Make sure to tick the 'Engineer' box under the 'Details' tab and go to Options > Grant Field Mode Licence.
See the full steps for setting up new field mode users here.
Select the certificate(s) and click ‘Okay’.
When the certs have been added, you will then need to click ‘Save’ in the top right, to ensure the changes are synced to the cloud.
You will be able to view the list of certs you have sent to field users by selecting 'Sent Certs' from the drop-down in the top left of the screen.
You can also set which templates the user can access when using Field Mode or Clik Cert Electrical apps. See more about the process here.
Published: March 2019
Last Updated: April 2020