If your engineers need to use pre-created templates whilst using the Clik Cert Electrical apps or Field Mode, you will need to select and send them from the office software.
First, go to View > Staff.
Select the user from the left side list and go to the 'Field User Data' tab. ‘Templates’ tab and click ‘Add’.
Select the templates and click ‘Okay’.
When you have made the relevant changes, you will then need to click ‘Save’ in the top right to ensure the templates are synced to the engineer.
You can also set which customer sites 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