PowerGuard Pro User Manual Rev1.3 A4
Contents
1. The Check In and Check Out feature allows you to transfer certificates between different computers using any version of PowerGuard A certificate can be checked out on your desktop computer and then checked in on a different desktop computer or laptop To Check In and Check Out a certificate following the steps listed below 3 5 1 Check Out Certificates 1 2 Create a new certificate or open an existing certificate Click the Certificate menu and select the Check Out item The Check Out Certificate dialog will then be displayed MY VOCUMENTS Mu Computer File name e Inspection tor an Electrical Installation w Wi l Siem Dlr aot Se aa CH Mu Network nave as type PowerGuard Certificate powernguard wi 3 Enter a name in the box provided to save the certificate to a file When finished click the Save button 3 5 2 Check In Certificates 1 Click the Certificate menu and select the Check In item The Check In Certificate dialog will then be displayed 2 Navigate to the required certificate file you previously checked out and click the Open button 3 The certificate will then be checked in and a message will be displayed accordingly Rev 1 3 _19 Seaward PowerGuard Pro User Manual 4 0 Site Survey Forms Site Survey Forms can be printed for all the available certificates and reports Site Survey Forms are printed onto plain or company headed paper for use2. Save My Computer Save as type POF Document od X Watermark Options O None O Copy Gei Duplicate Specmin O Draft _ Show Logo Show Signatures Show Guidance Mote am O i A Custom Custom Watermark 4 A watermark can also be set if required Select a watermark option or select the Custom option to enter a custom watermark text If no watermark is required select the None item 5 Additional options can also be set if required The company logo signatures and guidance notes can all be changed 6 When ready click the Save button to create the PDF Document Rev 1 3 21 Seaward PowerGuard Pro User Manual 6 0 Emailing Certificates Certificates can be quickly emailed to colleagues and clients if required Using this feature automatically saves the required certificate as a PDF Document and creates a new email message with the PDF Document attached To save a certificate as a PDF Document and automatically email it following the steps listed below 1 Create a new certificate or open an existing certificate 2 Click the File menu and select the Email Certificate item 3 The certificate will automatically be saved to a PDF Document and attached to a new Email message as shown in the picture below K fe e Edit View In FE Format ae See Accounts Ve Periodic ae o for an Electrical Installation SUE W i This message has not been sent z Periodic Inspection for an Electrical Instal
3. T DCD 10958288 03 09 2006 Biectrical Installation Sample New Supply Site Survey Forms Eech Iretalahon Sampe Moved Consumer Lint Client Sample Ghent 1 Address Line 1 Address Line 2 Adress Descrpbre Mored Consumer Urri _ Domestic Periodic Inspection Report OOT2z21 LVL 2O05 Pech Inspecton Sample Chez Request J DPR 10014335 2112005 Periodi Inspection Sample Change of Oene Minor Electrical Installation Works Certthicate _ Records of Issue 00239239 2505 2005 Mino installation Sampe er Lamp Fitted ew Certificate Domestic Electrical Installaton Certificate Blectncal Instal Certificate Number DOR 10012345 Shy POA Disconnected Page Count J 3 You can open one of the issued certificates by double clicking on the item Rev 1 3 16 Seaward PowerGuard Pro User Manual 3 3 Search Certificates The search feature allows you to search your entire list of certificates based on either the certificate name or the certificate reference number To search your list of saved certificates following the steps listed below 1 Click the Edit menu and select the Find item 2 The Find Certificate dialog will now be shown From here you can search based on your certificate name or certificate reference number Find Certificate Enter a certificate name or number below to search all your previous records Enter a certificate name or reference to search in the box provided and click the Search butto
4. New Supply mie r Minor Installation Sample New Lights Fitted Certificate Number PM 10018542 Periodic Inspection Sample Change of Owner 2 The list of recent certificates will then be shown accordingly split into several groups depending on their dates Ca Powerpuard Pro Domestic Electrical Installation Certificate Electrical Installation Sample Moved Consumer vi a Me J New GF Open L HE 3 Emel jint A PrintPreview ah validate 5 seing ajed A D ES Cer bcsies bal Page a Page 2 a Page 3 View Certificates la All Certificates DW G A Deet reg Qh GH Sart By s This Week R E e Minor Iretallation Sampe New Lamp z Consumer Unit Fitted A Certificate Humber DCR E Periodic brepecbon Samo Fre Damage 2 bere Inspection Sample Insurance v Report Last Week Slectrical Installaton Sample Mew D re P Bectncal instalation Sample New Supply Warehouse Drei Pis Les BET Minor Installation Sample New Loft tight 2 Periodic Inspection Sample Change of BD Flectical Ioetrabatoe Samole New di Minor instalation Sample New Lights Ditari l Ermar ith tal Certificate Domestic Electrical Instaliston Certificate Electrical Instal Certificate Humber DOR 10012345 ai POA Disconnected 3 You can open one of the recent certificates by double clicking on the item Rev 1 3 18 Seaward PowerGuard Pro User Manual 3 5 Check In and Check Out
5. Template following the steps listed below 1 Select the New Certificate section from EES EI a Certi fcates within the main Certificates screen i Mew Certificate Jy r Mine Site Survey Forms Cert 2 Double click on the selected certificate YOU We ptm erent want to create as a new template In this example a Minor Works Certificate Part P Certificate NICEIC Certificate NAPIT Certificate Template _ Template will be created Ei Less Enter your new certificate template information below The Create New Certificate dialog will now be shown Select the Template tab Ces p Template Name Minor Works Template Template Type NICEIC Red O NICEIC Purple C NICEIC Green Part or NAPIT Use Existing Template E Default Cebia 3 Enter a Template Name in the box provided Select the Certificate Type from the options available either Select NI CEI C Red for NI CEIC Red certificates approved contractors Select NI CEI C Purple for NI CEIC Purple certificates domestic installers Select BS 7671 BS 5839 for normal certificates 4 The new Certificate Template will now be created and shown You can now setup the certificate the way you want and edit any values and fields accordingly for each page When finished click the File menu and select the Save item to save your Certificate Template Rev 1 3 6 Seaward PowerGuard Pro Us
6. The client address or installation address will now be automatically filled in Rev 1 3 23 Name Sample Client 2 Address Address Line 1 Address Line 3 Address Line 3 Post Code I ADDRESS OF THE INST y Installation EENET e o_o address ook i POST CODE Seaward PowerGuard Pro User Manual 8 0 Company Logo You can add your company logo to certificates and reports if required Any image format can be used along with any image size If the company logo image is too large then PowerGuard will resize the image accordingly To add your company logo to PowerGuard following the steps listed below 1 Click the Tools menu and select the Settings item 2 The Settings dialog will then be displayed as shown in the picture below Click the Company Logo item PowerGuard Pro Settings General Company Logo 83 Organisation Beil You can select a company logo below that can be printed onto SI Engineers es your certificates when required 27 Test Instruments i Bo Browse E Company Logo Gif PDA Device E Certificate Numbers _ Automatically resize image when required 3 Certificate List Gi security Ki Printer jh Fonts and Colours el Page Setup Printer Alignment Database Defaults LAS Archives 3 Within the Logo section Click the Browse button to select a company logo image file The Open Logo dialog will then be displayed from which you ca
7. boced an et el ee in peed oe BS PT LS ee L Tha Create Gest Iemggecpre Beat mast ba ee eed ber epee rn the ooeditien rn gn eit hrpi leiis E Tie ea ee a ee ee eee e p Rb aT SL ee eed Coble come k muddy ged commie or cbian bed corde Eae arrajar Been re nacrarm hla mof pecan ard ogrergbsx m bin Hha bebe af tha hig co depend hee roi bee ey i pected J Th Canarie Paradie mapere Report timid ba maiaa re costed br the registered Gua hh Bugera Gi he Spproeed Gastrector neepeonGh fer issuing ii Nere ee A Cute Sawer Ke SER Eip a rg dess Concer sc ane 3 The Print Preview dialog will then be displayed By default only one page is displayed Multiple pages can be viewed by clicking the View Pages dropdown button from the toolbar Rev 1 3 13 Seaward PowerGuard Pro User Manual 2 2 Printer Alignment Printer Alignment allows you to align the printing of the text on NICEIC certificates and reports to match that of your printer Due to all printers being different you may need to adjust the left or top alignment to suit If you find that text is being overprinted too far left or right then increase the left alignment slightly and try the print again The same applies to the top and bottom alignment adjust this value accordingly To setup Printer Alignment for NICEIC Certificates following the steps listed below 1 Click the Tools menu and select the Printer Alignment item The Printer Alignment settings d
8. main Certificates screen as shown in the picture opposite site Survey Forms Recent Certificates 2 The Open Certificates list when then be displayed showing all the previously created certificates as shown in the picture below Certificate Folders will also be shown and will display how many certificates are contained within each folder CA Powerpuard Dro Domestic Electrical Installation Certificate Electrical Installation Sample Moved Consumer Te m K He git yew Certificate PDA ook Heb J New GF Oren L Gj Emi A bat A PrintPreview Gh Validate SF speling ajed yl ei Certificates kel Page 1 el Page kl Page 3 View Certficates lt 9 Al Certificates P Gy Xer mg Bh GH sortey SS Domestic Electrical Installation Certificate a t My InstellaGon Certificates Seen Eectical Instalaton Sampe Moved E Carcumer Lint Cer theete Sumber DOR PISS PEIA Aectrical Installation Sample New Distribution Board l Open Certificate Domestic Periodic Inspection Report ZE Penodic Inspecton Sample Change of Periodi Inspection Sampie Chet Dnne Request Recent Certticetes Minor Electrical Installation Works Certificate PD Minor Installabon Samole New Lano Minor Installation Sample New Lights Fitted Fitted is if Tes e PD Minor Installaton Sample New Loft Ughi Certificate Gomestic Electrical Installaton Certificate Electrical Instal Certificate Number DOR 10012945 Sa POA Cs
9. Bectica Installation Certhicate 23 Domezbr P rroit Inspection Report New Cerbficet SE TE Tyge Domesitc Certificats Zoe Pagea 3 S l Fire Alam Desgi Instelston ang J Minor Erectrical Installsitian Wonks Ste Survey Forme Cormiascnng Certificate o e Industrial and Commercial Certificates n Certificats A ec Installabor Cerificate MT Ere Detectan and Alarm System Actepteance Recent Certificates EST Er el it fechorn ang Alarm owatem Fa q Fre Deir CHo ang E eu ur ET Des Kn ba i i Coe T 1S Orit ae Cire Getecton amc Alarm System Fre Deteccion and Aarm System Inspechon and Seving Instalator Records of Issue k Certificate Domestic Electrical Installaton Certfcate Gectrical Instal Certificate Number DOR 10012345 al POA Cisconnected Page Count 5 Rev 1 3 gt J Seaward PowerGuard Pro User Manual The Create New Certificate dialog will then be displayed allowing to you select the type of certificate you want to create Create a new NICEIC Certificate Select the NI CEI C Certificate tab to create Create New Certificat a new NICEIC Certificate Pails Na PSP EELS Certificate Reference My New Certificate Namel Certificate Type Gei Red Purple Certificate Number PM w 1001008 Save to Folder E Default Folder Enter a Certificate Reference name into the box provided This is the name that will be displayed within the Open Certificates section Certificate
10. E SEAWARD PowerGuard Pro User Manual Seaward PowerGuard Pro User Manual Contents tO EE 1 Ti e de Te NEE te 1 Te COPIA EE EE 4 1 3 CGerttcaietolders 5 E OMC e TOMPO aa 6 1 5 Certificate NOESEN EEe 8 1 6 Certificate Reminders cece eee ccc ccc ececeecececeecececeeneceeaececesaeaeceeaesecueaeaeceeneaeseeaeateneaeaes 10 Ml CS TANTS ALS PC MUS cet oe ee es ee eee eee een 11 20 EROEM 13 201 PAM GET 13 Ae MPM leo E EE 14 30 Open erter 15 3 2 Records E SC craters ac essere cw nets cence acces arctan ts resend 16 3 3 Search Certificates 2 2 ccceccccececceceeeececeeeececeeaececeeaececueaeaecneaeaeceeaeaesueaeaeceeaeaeeneaeaes 17 3 4 Recent Certificates 22 0 0 ccceccecececceceeeececeeeececeeaececeeaeseceaesecueaeaeceeaeaeseeaeaesesaeaeeneaeaes 18 35 ee tee Tele Check TT Sameer nnn One Pn Ont vn en On ee eee 19 3 5 7 Gheck Out COTTA CS recesses eet eee ee ee ete 19 3 5 2 Check In n die 19 SE RO e Lt E 20 5 0 PDF Documents 21 CO EmA Bn le 22 rO Address BOOK EE 23 930 COMPANY LOJO EE 24 SO SEELEN 26 Rev 1 3 il Seaward PowerGuard Pro User Manual 1 0 Certificates NICEIC Certificates PowerGuard overprints onto existing NICEIC certificates and reports Create a new certificate from the list available and enter in the information accordingly page by page When you have completed the certificate insert the blank NICEIC certificate into the printer as normal PowerGuard will then print into the boxes ava
11. Template al Minor Works Sek w Select the Red or Purple option to choose the colour of the certificate you want to print Red certificates are used by NICEIC approved contractors Purple certificates are used by NICEIC domestic installers only Select the Certificate Code depending on which type of certificates you are using Normally 2 different codes are listed which is based on the computer friendly NICEIC certificate and the normal none computer NICEIC certificates Enter the Certificate Number from your certificate optional You can specify a Save to Folder where the new certificate will be saved optional You can specify a Certificate Template to use for creating your new certificate optional Click here to find out more information on Certificate Templates When finished click the OK button to create a new certificate Rev 1 3 Ge Seaward PowerGuard Pro User Manual Create a new BS 7671 BS 5839 or NAPIT Certificate 1 Select the BS 7671 Certificate tab EE New SEET ET or Part P tab to create a new DEF En ege Certificate BS 7671 Certificate NICEIC Certificate NAPIT Certificate Template Cem Enter your new BS 7671 certificate information below Certificate Reference My New Certificate Mame Certificate Number 1001006 Save to Folder E Default Folder Certificate Template IS Default Certificate 2 Enter a Certificate Reference name into the b
12. be referenced with each certificate and quickly previewed Attachments can then be opened by simply double clicking on them To add an attachment to your certificate following the steps listed below 1 Create a new certificate or open an existing certificate 2 Click the Certificate menu and select the Add Attachment item 3 The Add Attachment dialog will then be displayed as shown in the picture below Select a file to attach and click the Open button Add Attachment Look ir gt Images are r a S 1 l U Mu Recent Documents Mu Documents j Ce File name S6000090JPG My Computer Files of type Image Files bmp ipg ei 4 The selected file will then be added to the Attachments tab If an image file has been added as an attachment a preview of the image will be displayed as shown in the picture below Rev 1 3 11 Seaward PowerGuard Pro User Manual Gi Powerguard Pro Domestic Electrical Installation Certificate Electrical Installation 5 File Edit View Certificate PDA Tools Help _ New LS Open Tel Save ij E mail Gg Print 3 Print Preview Eb Validate 7 E Certificates la Page i D Page 2 E Pages J attachments OOOO Add Attachment Be View Attachment 3X Delete Sr mm E i PS ivf Sa bee es P Wa fn be TETE D EZ IER LEET a ee ele Mes LA Al a EA 838 an Sot ee mm ee Sei eho Overlooking Rio jpg 5 To open an attachment select the requi
13. connected Page Court 3 3 You can open a required certificate by double clicking on the item Rev 1 3 154 Seaward PowerGuard Pro User Manual 3 2 Records Of Issue The Records Of Issued certificates feature gives you a complete list of certificates in a detailed view The detailed view shows the date the certificate was issued along with the client name and a description of what the certificate involved To view your Records Of Issued certificates following the steps listed below 1 Click the Records Of Issue item from the main Certificates screen E DPR 10014335 12 11 2005 Minor Electrical Installation Wor Ewen Records of Issue 00239259 25 05 2005 DMQ 10066542 11 10 2002 Templates 2 The list of all issued certificates will then be shown accordingly split into each certificate group as shown in the picture below Ca Powerpuard Dro Domestic Electrical Installation Certificate Electrical Installation Sample Moved Consumer Te IE Mx Ble Edit Yew Certificate PDA Jems Hep 1 New GF Open L ZZ 3 Emel cg Pont 3 PrintPreview validate QF sping 2 Edt o il EGF Certificates la Page 1 a Page ke Page 3 Wew Certificates All Certificates P Gy KX ere nm ol 7 sortBy Se Serial Number Date Issued Chent and Description Status a _ Domestic Electrical Installation Certificate New Certificate T 0023222 0303 72003 Electrical Installation Sample New Distributon Board e
14. ee of prahi Steet apn Records of mat ay le bee POE Ae Pe ea FI agreed Lin cee ary of hes An PHa mre beng fa Eamaiez pe er weai al neal egn Eiere of Alters or Spd aes C ztchrate Lehre a er I Ton rope f Pe Emed Y ae LA SE repletion Cen WI R vede haind beer WA MA Hr HA Lsap A TES e bo lifting of floor boards Hi inepection af inf T agge Mo radai ep Gn Caran Cres due io eerste equipment Ho best om cance detectors L kim beng the pagers oapssnbakrrbessperctes gr regtzsaetrka slsczecglrsnr nnge oe indicted by myer pignar bake periicalimi of mhii am deucned doce oe El brg et ie ree cki eed Core ee Caralt ain ia eel peo ed reg Perey dar lare iat aba ebarggpsr in thia Pepe jecladrg Gg ree ce Zpes Di ee be pecs ee ec eee eee aed LL eee cee ggrangesegtclecnehpgeetrbeguceesacal mand lanan creg in acme the AERtg doer af chee Lana op k che lime sto brag cr aed AE gg pe DI iis batkes dalare thet iyo rsigsrent the seed instalation mas oaea in Dn EISE d Zelt cian Iesse Hj nt ie Time Thee water Bye n Ste cet are kat og teed ke Tezke reapeied erer eregserebed Ltee Semple Cegmr eabon Address Lire i Address Lire 2 AF Liew J INSPECTION TESTING AHD ANEESSHAHEHT MY REPORT REVIEWED AHO ODP RE EY Pae Ti Saree Fel bar 0129 apen Poste PoST CODE EK RACH KE USER Ecran Hama CAPITALEI B echk ir saiten Him ja Copie Cube Ih ee This fore la
15. em that a new test is now due To setup a Certificate Reminder for a certificate following the steps listed below 1 Create a new certificate or open an existing certificate 2 Click the Certificate menu and select the Edit Reminder item 3 The Edit Certificate dialog will then be shown with the Reminder tab selected as listed below Edit Certificate eT a Certificate Reminder _ You can seta certificate reminder below to be notified when this certificate needs attention Do not remind me about this certificate Gei Remind me about this certificate C 3 Remind me one time only on 16 October 2006 Remind me every 12 months starting from 16 2006 4 From here you can set an option to remind you one time only or set a reoccurring reminder to notify you every several months In the above example a reminder is set to happen every 12 months beginning from the 16 October 2006 5 When ready click the OK button followed by the Save button to save your changes to the certificate 6 When a reminder has been setup for the selected certificate a notification icon 2 will be displayed within the Open Certificates screen to indicate a reminder is set Rev 1 3 10 Seaward PowerGuard Pro User Manual 1 7 Certificate Attachments Certificate Attachments can be used to attach files such as pictures photographs text files and documents to your certificates and reports These files can then
16. er Manual 5 The new Certificate Template is now complete and ready to use Create a new certificate and select your new template from the Certificate Template dropdown list Enter your new NICEIC certificate information below Create New Certificate Part Certificate NICEIC Certificate NAPIT Certificate Template Certificate Reference Minor Works Certificate Certificate Type Red Purple Green Certificate Number IPM w 1001006 save to Folder Default Folder sell Certificate Template AS Empty Certificate al Default Certificate E Minor Works Template Rev 1 3 7 Seaward PowerGuard Pro User Manual 1 5 Certificate Numbers Certificate Numbers allow you to set a series of numbers that the program will maintain and automatically increment each time you create a new certificate Certificate numbers can be set for each certificate To setup Certificate Numbers following the steps listed below 1 Select the Tools menu and click the Certificate Numbers item The Certificate Numbers settings dialog will then be displayed PowerGuard Pro Settings General Certificate Numbers i Organisation E You can setup your certificate numbers below to have them ere automatically increment when creating new certificates Certificate ha Domestic Electrical Installation v PDA Device Certificate Numbers Engineers Company Logo Ce Certificate Numbers Start Number 1001234 E Cert
17. ew folder and click OK d Vi site Survey Forms Open Certificate Pom Recent Certificates fy AS Delete QJ Find Fal ad e P Head Office Add New Folder Enter a new folder name below for storing your certificates J Domestic Certificates B Domestic Electrical Installation Certificate Jj Company Certificates C Head Office J My Installation Certificates C Domestic Periodic Inspection Report j Minor Electrical Installation Works Certificate Fire Alarm Design Installation and Commissioning gJ Industrial and Commercial Certificates 2 Electrical Installation Certificate Ma Meeindi n Teen tan fee am Cle tin Zeen bell M e Folder name My New Folder Namel 4 The Certificate Folder will now be added to your certificates list Repeat the above process to add additional Certificate Folders as required Rev 1 3 Seaward PowerGuard Pro User Manual 1 4 Certificate Templates Certificate Templates allow you to define how a certificate is started allowing you to preset common fields and values depending on your requirements for each certificate Certificate Templates save you time by not having to repeat the information you enter each time you create a new certificate To add a new Certificate
18. ialog will then be displayed PowerGuard Pro Settings General Printer Alignment J Organisation sl If you are having alignment problems when printing NICEIC g certificates you can adjust the alignment to match your printer d Engineers 3 Test Instruments Printer E HP DeskJet 895Cxi w Company Logo Portrait Certificates PDA Device 15s Certificate Numbers E Left Alignment 0 6 we centimeters Certificate List Top Alignment Kb centimeters security Ki Printer AL Fonts and Colours saan Left Alignment 0 1 centimeters el Page Setup Top Alignment 0 2 S centimeters IS Printer Alignment Database Defaults Print Test Page LAJ archives Landscape Certificates 2 Select the required certificate you want to change alignment for from the dropdown list or select the All Certificates item to change alignment for all certificates 3 Adjust the values accordingly for either the portrait or landscape certificates When finished click the OK button Rev 1 3 14 Seaward PowerGuard Pro User Manual 3 0 Open Certificates The Open Certificates window allows you to open or view all your previously created certificates and folders All certificates are separated into groups accordingly Certificates can be opened edited and deleted if required To open an existing certificate following the steps listed below 1 Click the Open Certificates item from the
19. ificate List as security Ee di Printer End Number 1002234 Fonts and Colours Use these numbers for all certificates 3 Page Setup Printer Alignment uy Database Defaults Archives 2 Select the required certificate you want to setup from the Name dropdown list 3 Enter a value into the Start Number and End Number fields If this is the first time you have entered a value the Current Number field will be automatically set When finished click the OK button Rev 1 3 Seaward PowerGuard Pro User Manual 4 Create a new certificate now and the Certificate Number field will automatically be entered Part P Certificate NICEIC Certificate NAPIT Certificate Template Create New Certificate Each time a new certificate is created the certificate number will automatically increment f Enter your new Part P certificate information below Certificate Reference My New Certificate Name Certificate Number 1001006 Save to Folder Default Folder K Certificate Template A5 Default Certificate Rev 1 3 9 Seaward PowerGuard Pro User Manual 1 6 Certificate Reminders Certificate Reminders can be set for individual certificates to have PowerGuard notify you when a certificate needs attention This can be very useful for setting a reminder for example in 3 years time for when a particular property or building needs retesting A letter can then be sent to the relevant client notifying th
20. ilable depending on what information you have entered NI CEIC computer friendly certificates can be used as well as the normal none computer certificates BS 7671 BS 5839 and NAPIT Certificates PowerGuard prints BS 7671 BS 5839 and NAPIT certificates onto plain or company headed paper 1 1 Creating New Certificates The New Certificates window allows you to create a new certificate Certificates are split into the following 3 groups e Domestic Certificates e Industrial and Commercial Certificates e Continuation Pages To create a new certificate following the steps listed below 1 Click the New Certificates item from the main Certificates screen as shown in the picture opposite _ New Certificate WM i S Site Survey Forms 2 The New Certificates list will then be displayed showing all the certificates available as shown in the picture below To create a new certificate double click on the required certificate Ca Powerpuard Pro Domestic Electrical Installation Certificate Electrical Installation Sample Moved Consumer e alta Ble Edit yew cetie PDA ook Heb New GF Open bel Seve S 3 Emi Print 3 PrintPreview b Walidete 3 Spelin ee e oil of ad any Ls S LG g EG Certificates lal Page 1 zl Page 2 lal Page 3 lal Continuation Page 1 el b82 Attachments View Certficates i All Certificates WW x Gd Find Gi SortBy Domestic Certificates ge x zei Donsie
21. lation Attachment Options Rev 1 3 22 Seaward PowerGuard Pro User Manual 7 0 Address Book The Address Book can be used to store all your client names and addresses including additional information such as telephone numbers and email information The Address Book can then be easily accessed when working with new certificates to quickly enter client information To view or edit your Address Book following the steps listed below 1 Click the Tools menu and select the Address Book item 2 The Address Book dialog will then be displayed as shown below From here you can add new contacts edit existing contacts and also delete contacts To add a new contact click the New Contact toolbar button To edit an existing contact select the required contact and click the Edit toolbar button To delete an existing contact select the required contact and click the Delete toolbar button ES Address Book DA SS New Contact Ki Edit x Delete ED Search es ai aen SortBy Name Sample Client 1 Address Address Line 1 Address Line 3 Address Line 3 POST CODE 3 The Address Book can be accessed directly from within all certificates To use the Address Book when entering in the client address or installation address click the Address Book button icon as shown in the picture opposite This will load the main Address Book dialog and allow you to select a contact When you have selected a contact click the OK button
22. n Name sample 3 The search results will then be displayed in the search window on the main screen as shown in the picture below You can open one of the found certificates by double clicking on the item a Powerpuard Pro Domestic Electrical Installation Certificate Electrical Installation Sample Moved Consumer le IE K pile git yew Cerificate PDA ook Heb 1 New GF Open L 7 3 Em A Pont 3 PrintPreview CL Validate SP speling 2 eo o i EG Certificates le Page 1 el Page 3 kl Page 3 View Certificates la All Certificates sw Gy A Geen rg o 2 sortey Se Minor Electrical Installation Works Certificate Minor InsteliaGon Senpi Mew Lamp Pi Pma Installation Sampe Hew Lights New Certificate mitted Fitted e tagai Mr matalaan Sample New Loft Light Site Survey Fos TE Cebia Humber OM 10066542 Last Upisted 20N 102005 tal Certificate Domestic Electrical Installaton Certificate Electrical Instal Certificate Humber DER 1001235 Shy POA Cusconnected Rev 1 3 17 Seaward PowerGuard Pro User Manual 3 4 Recent Certificates The Recent Certificates section lists the 15 most recently created or edited certificates split into groups depending on their dates To view a list of your recent certificates following the steps listed below 1 Click the Recent Certificates item from the main Certificates screen as shown in the picture Flectrical Insta ER ertficate N lation Sample
23. n select an image file Rev 1 3 24 Seaward PowerGuard Pro User Manual Open Logo Look ir My Documents v Oger My Data Sources Eh My Music Lei My Pictures My Recent My PSP Files Documents My Received Files keh My Videos My Virtual Machines WI My Web Sites Temp C Visual Studio 2005 a y File name mylogo brp My Computer cites af type All Picture Files 4 Select an image file and click the Open button 5 Your company logo image will then be displayed in the preview window Depending on the size of your company logo you may need to select the Automatically resize image when required checkbox to have PowerGuard resize your logo to fit accordingly 6 When finished click the OK button to save your changes Rev 1 3 e e Seaward PowerGuard Pro User Manual 9 0 Scanned Signatures You can add your scanned signature to certificates and reports if required Any image format can be used along with any image size If the signature image Is too large then PowerGuard will resize the image accordingly To add your scanned signature to PowerGuard following the steps listed below 1 Click the Tools menu and select the Settings item 2 The Settings dialog will then be displayed as shown in the picture below Click the Engineers item PowerGuard Pro Settings General Ba Organisation 2 Test Instruments Ad Company Logo Sif PDA Device iz Certificate Numbers Gd Certificate Lis
24. onsite for filling in by hand To print a Site Survey Form following the steps listed below 1 Select the Site Survey Forms section from within the main Certificates screen 2 The list of available Site Survey Forms will then be listed Double click on the required Site Survey Form you want to print The Print Site Survey Form dialog will then be displayed as shown below Print Site Survey Form Would vou like to print a Site Survey Form now Site Survey forms can be used onsite to fill in certificate information by hand The Site Survey Form can then be taken back to the office and entered into your computer 3 Once you have selected click the Print button You can also preview the form before printing it To preview the Site Survey Form click the Print Preview button Rev 1 3 20 Seaward PowerGuard Pro User Manual 5 0 PDF Documents Certificates can be saved as a PDF Documents Adobe Acrobat Reader Documents which can then be stored as a backup or emailed to customers on request PDF Documents can be created for the complete range of certificates To save a certificate as a PDF Document following the steps listed below 1 Create a new certificate or open an existing certificate 2 Click the File menu and select the Save As PDF Document Image item 3 The Save Certificate As dialog will then be shown Enter a certificate name in the box provided e Penaas Periodic Inspection Sample Fire Damage
25. ow Depending on the size of your scanned signature you may need to select the Automatically resize image when required checkbox to have PowerGuard resize your signature to fit accordingly 6 When finished click the OK button to save your changes or repeat the above process for each engineer Rev 1 3 2
26. ox provided This is the name that will be displayed within the Open Certificates section 3 Enter the Certificate Number from your certificate optional 4 You can specify a Save to Folder where the new certificate will be saved optional 5 You can specify a Certificate Template to use for creating your new certificate optional Click here to find out more information on Certificate Templates 6 When finished click the OK button to create a new certificate Rev 1 3 3 Seaward PowerGuard Pro User Manual 1 2 Continuation Pages Continuation Pages can be added to certificates when required Continuation pages can be used when more information needs to be added to your certificate that the current certificate page allows To add a new Continuation Page to your certificate following the steps listed below 1 When you have created your new certificate click the Certificate menu and select the Add Continuation Page item Alternatively you can also click the Add Page button on the main toolbar 2 The Add Continuation Page dialog will now be shown Depending on what type of certificate 1 ae working SCH Select below to add a new continuation page to your current the list of available Continuation Pages restau will be listed from which you can choose from Add Continuation Page Continuation for General Comments kl Continuation for Installation and Periodic Select the Continuation Page you
27. red attachment item and click the View Attachment button To remove an existing attachment select the required attachment item and click the Delete button 6 When complete click the Save button to save your changes to the certificate Rev 1 3 2 2 Seaward PowerGuard Pro User Manual 2 0 Printing Certificates 2 1 Print Preview The print preview feature can be used to view exactly how the end certificate is going to look before it is printed Pages can be viewed individually or changed to show several pages at once also allowing you to zoom into pages if required NI CEIC certificates can also be previewed with the certificate background showing how the certificate will be overprinted The certificate background does not get printed The certificate background is shown to give the user an exact view of how the actual certificate will look when overprinted To print preview a certificate following the steps listed below 1 Create a new certificate or open an existing certificate 2 Click the File menu and select the Print Preview item Alternatively you can also click the Print Preview button from the main toolbar A Page Down erage ok Page 3 Get gp rt om DOMESTIC ELECTRICAL INSTALLATION PERIODIC INSPECTION REPORT a i lege Deeg A DETAILS oF HE CLIFT i campie Cant 1 Adres Lind 1 Address line 2 Ad rese Ling 3 POST cope E ARDBESS AND DETAILS 5 Jre iF THH Same es Client Address INSTALLATION C
28. t Gi security Ki Printer jh Fonts and Colours sl Page Setup Printer Alignment Database Defaults LAS Archives F Advanced B Engineers Engineer Defaults Engineers You can enter your Engineer names below that will be displayed when working with certificates Position Owner Set as default Engineer 3 S You can select a scanned signature for this engineer that will be El printed onto the certificate Automatically resize image when required Note Scanned signatures cannot be used to overprint NICEIC certificates RR 3 The list of available engineers will then be shown Select the Engineer you want to setup a scanned signature for from the dropdown list 4 Once you have selected the required engineer click the Browse button to select a signature image file The Open Signature dialog will then be displayed from which you can select an image file Rev 1 3 IG Seaward PowerGuard Pro User Manual Open Signature Look ir My Documents v Oger My Data Sources LA My Music Lei My Pictures Mu Recent My PSP Files Documents My Received Files eh My Videos My virtual Machines WI my Web Sites Temp Visual Studia 2005 K i cufflinks Bmp Se mylo CP File name signature pg My Computer Files of type All Picture Files ome eS eS ee 4 Select an image file and click the Open button 5 Your scanned signature image will then be displayed in the preview wind
29. want to add to your certificate and click OK la Continuation for Observations and Recommendations 3 The Continuation Page will now be added to your certificate as shown in the picture opposite lation Periodic Inspection Sample Fire Da Sie bd ew lk Validate 7 Spelling 29 Edit fy 3 Add page Repeat the above process to add E E A additional Continuation Pages as LJ Page 6 la Continuation Page 1 la Continuation Page 2 required EE SE Rev 1 3 24 Seaward PowerGuard Pro User Manual 1 3 Certificate Folders Certificate Folders can be created for organising your certificates and grouping certificates into folders Certificate folders can be created for each set of certificates To add a new Certificate Folder to your certificates list following the steps listed below 1 Select the Open Certificate section from within the main Certificates screen 2 To create a new folder click the New Folder toolbar button icon Alternatively you can also right click on the certificates list window and select the New Folder item from the menu 3 The Add New Folder dialog will now be shown From here you can select the certificate group the new folder will be created in and also enter a new folder name Select the Certificate Group the new folder will be created in In this example we have selected the Domestic Electrical Installation Certificate group Enter a name for your n
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