Please note: the screenshots in this guide are taken from an iOS tablet so images/icons may differ in the Android version.
The office can send out templates to engineers to use on-the-go on the Clik Cert Electrical apps to make it even easier to fill in certs whilst onsite.
Firstly, make sure the office has sent over the selected templates for the engineer to use, or create a new template on the app.
Select the menu icon () in the top right and select 'Templates' in the sidebar.
From here, select the template you wish to use.
This will then open the template. Here, tap on the three dots in the top right and select ‘Create Cert From Template’.
This will then successfully create a new cert with the relevant details specified in the template.
You can go to the Cert List to then view the new cert.
The defaults will already be in place, you just need to fill out the rest of the cert as usual, save and close.
Published: March 2019
Last Updated: February 2020