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1. e Click Apply Template Template HAW Baxi 100 Figure 7 select template PA 5 4 2 User Guide March 2012 NHER 9 2AVA Note the Templates will not be available if the Category is Community or the No of systems is 2 The Apply Template confirmation pop up will appear to clarify any previously entered data on the Space or Water heating screens WILL be overwritten z template This action will overwrite previously entered data do you wish to continue Figure 8 apply template confirmation If the record has solar water heating with a combined solar store and a template is applied a different confirmation message will appear This warns that overwriting the water heating details could cause the record not to process i e if the template has no cylinder Select Yes to finish applying the template This record has previously entered heating hot water data and solar water heating with combined store any heating hot water data will be overwritten and the record will not process if there is no hot water cylinder in the ternplate Figure 9 apply template confirmation when the record has a combine solar store The URN of the applied template will be displayed in bold beneath the Template field to confirm that the template has been successfully applied Note as the space and water heating data can be edited AFTER applying a template the details of the applied template only remains on screen unti2. gt NHER SSAVA User Guide NHER Plan Assessor Version 5 4 2 new features This User guide gives step by step instructions on how to use the new features in Plan Assessor 5 4 2 Development and house tyPe csccscscscsccscsccccccscsceccccscscecescecscssescecscscescccscscescececsceseesecscesess 2 DUE 1 EE I E EAA RT Det E EE I I EEE ene A A ne ne 2 AOUE E e E A E E E AE AE A A T AEEA T A 3 Heating and hot water templates sesesesesessececesesescececesesesoscecesesescececesesescececesesescececesesesceceo 3 CEC OE VO EO EE E EE E EE EE A E E E E E A E E 3 Editing opening saving a template cccccceseeeeeeeeesecccccecccscsesscccuuusucseeeseeeeeeessssssssussuuuuuuseeeseeeeseeeess 5 Pee eNO O e n S E E E EE E EES 5 POO 7 OO L E E e EEA EO EENE AO AEEA EONA N 5 ADDIO OTERO ea E E A 5 VIO TOC OS AA E N E E A A E E E E 5 Muli ple rE COU iner rreren ene E NEN AEE E EEE NEEE EN EA EAE 7 Updating U values of Walls roofs cssccsscssscssscssscesccesscesecesccsccusccesecesececeescsccusseuseseseseseuecs 10 e RE Ie dirar e TEE N E E TEO OEE ON NOOIT 10 Multiple record update Walls ccccccceesseccccceeseeccccceeecsecsceeecssssueceeessssuuesecssssuueseessssuueeeessssueensss 10 Multiple record update 1 OOS vcvscecss sxatescsacsdecnesvadennsaveaesvashelseavsantucbesvodsoasensseunsabsauncsecadoabvsnnddeceades 12 PA 5 4 2 User Guide March 2012 NHER 9 2AVA Development and house type We have introduced two new data
3. 5 records selected 14 records in the batch 14 records in the view PA 5 4 2 User Guide March 2012 3amid terrace Sb mid terrace with 3c MidTerrace pell 3d MT biomass roo 3f MT gas warm air 3g EndTerrace LPG 3h MT oil range coo 3i flat mid floor_ga 3L semi with Test D 3m semi with Datab 3n semi nan cond c non cond combi keep Mid Terrace A Mid Terrace A Mid terrace A Mid Terrace B 3e MT gas warm air Mid terrace B Mid Terrace B End Terrace A a End Terrace B End Terrace B End Terrace E End Terrace B Mid Terrace A Mid Terrace A Boiler Storage heaters Heat pump wet Room heaters Warm air Warm air Warm air Boiler Boiler Boiler Boiler Boiler Boiler Heating ail Electricity Maing gas Wood logs Mains gas Bulk LPG Bulk LPG Heating oil Mains gas Mains gas Mains gas Wood chips Mains gas Heating ail TEITT 00849 NHER 2AVA P 4 i REP Click on the Update data icon and this will bring up the APPLY TEMPLATE dialogue select from the available templates Please ensure you have backed up your data before applying a change There is no undo function See the helpfile for more information on backing up data Please select a template HHW Baxi 100 Description Bad 100 HE TI controls weather comp rads 150L cyl with 50mm ins This action will overwrite previously entered data do you wish to c
4. a roof across multiple records follow the same procedure as for walls but select Roofs from the views menu PA 5 4 2 User Guide March 2012
5. gas Mains gas Maing gas Mains gas Maing gas expand 010029 010029 010029 010029 NHER SAVA Updating U values of walls roofs We have introduced the facility to update the U value of walls or roofs across multiple records The Ref field To order to enable this functionality we have introduced a reference number to each wall or roof entered When you add a new wall or roof you will see the Ref field is pre populated and un editable with Wall 1 or Roof 1 The description field remains for you to add your own description of the construction On an existing database that has been updated through the database converter the Ref field is automatically populated and the old Name is now used for the Description Description Type Construction Total area U value Figure 16 add wall dialogue Multiple record update walls To amend a wall U value in multiple records open batch manager and select the required batch With the required batch open use the Views button to select Walls this will change the data displayed in the grid to view only the walls data associated with each record Note U values can only be updated across many records when they are in draft status so only draft records will be displayed The walls view displays the wall description and U value of the walls of each record in the batch They are organised in columns using the Ref field i e all Ref Wall1 come first
6. been entered the traffic lights will be green OG NHER Plan Assessor HEV File Application Building Regs Reports Templates Help S6EGaGJACO New Open Batch Close Save Regs Errors NESone News Overview Systemiw System2 Community Secondary locked to Category individual 1 No of systems Systems interaction Secondary heating Secondary heating iv Open flue or chimney UncBnnected gas point Smoke control area No only space and water heating screens available Use the Save icon to save the template The template will be saved in the current database It will then be available to select and apply to any record Note A template cannot be created with an exhaust air heat pump due to the interaction between the ventilation system and the selected heat pump A record with an exhaust air heat pump can also not have template applied We hope to introduce this in a future version PA 5 4 2 User Guide March 2012 NHER _SSAVA Editing opening saving a template To edit a template select Open from the Template menu or if a template is already open select the Open icon This will bring up the OPEN TEMPLATE grid select the required template and click OK The template can then be saved using the Save icon or selecting Save from the Template menu You can also choose to Save as New Template in the Template menu Note if you edit a template after it has been applied to a record the changes w
7. e to assign records to in the Development drop down on the JOB DETAILS screen The Development field is available as one of the Filter options in both the OPEN screen and the BATCH MANAGER screen for all unallocated records This should help when identifying records for mass updates and multiple compliance reports PA 5 4 2 User Guide March 2012 NHER 9 2AVA P r MEE House type This is a free text filed available on the JOB DETAILS screen that allows you to further differentiate your records within the database The House type file is available as one of the Filter options in both the OPEN screen and the BATCH MANAGER screen for all unallocated records Select the filter type then enter the relevant criteria Assessor number 1234 Client name John Doe Houses Development Fairytale Homes lo a Building regs criterion House type Mid Terrace A rene ent Figure 4 entering House Type Figure 5 Filter on House type or Development Heating and hot water templates Creating The heating and hot water template allows you to create a specification for a heating and hot water system and then apply the template to individual records or across many records There is a new Templates menu this menu is only available when there are no records open To create a new template select New gt Heating and hot water from the Templates menu In the NEW TEMPLATE screen give the template a URN and a Description We have pre
8. fields in order to help organise the records in your database Development This is set when entering Assessors and Clients in the Admin screen The Admin screen is available from the WELCOME screen when you open Plan Assessor or by selecting Change database from the file menu when Plan Assessor is open Connect to an existing database using the Browse button or create a new database using the New button A542 database accdb Connect to an existing database using the Browse button or create a new database using the New button i New Browse New Browse Select an assessor below To add modify assessors click the Admin button Select an assessor below To add modify assessors click the Admin button 1234 Ms Jane Doe Admin Press Fi for help Press F1 for help Figure 1 accessing the Administration screen In the Administration screen select Developments and Add enter the name of the development a number will be automatically assigned this can be edited at a later date if required Select to view Developments Fi Assessors Development N Clients Assessor name Mls Jane Doe Assessor number Client name Development Fairytale Homes g Fairytale Homes House type Figure 2 adding a Development Figure 3 assigning a Development to a record The Developments entered are then availabl
9. filled the first 3 characters of the URN with HHW to help distinguish between heating hot water templates and any other templates we introduce in future versions NHER Plan Assessor Please enter a Unique Reference Number URN for the template being created with a maximum of 20 characters text and or numbers and a description if required UPN HAW Baxi 100 Baxi 100 HE T amp T controls weather comp rads 150L cyl with 50mm ins Description Figure 6 creating a new template PA 5 4 2 User Guide March 2012 a i NHER SAVA 4 A Clicking OK will open up the Plan Assessor template screens these are essentially the main Plan Assessor program with only the Space Heating and Water Heating screens available The HHW template is currently only available for use with one individual system not community heating or more than one main heating system Note If a template is open selecting the New icon will open the NEW TEMPLATE dialogue Enter the data as normal into the space heating screens you can enter as much or as little data as you require you may want to create a template with heating details only Any details left blank in the template will be blank when the template is applied For example if you only enter the space heating details and apply the template to a record with hot water details already populated the hot water details will be overwritten with the blank fields If a full HHW data set has
10. ill not be reflected in the record until you re apply the template Delete a template When there are no templates or records open select Delete from the Templates menu to open the delete template dialogue Highlight the selected record and click Delete Export import template To enable templates to be shared between databases we have added export import functionality To export a template open the template and select Export template from the Templates menu Save the xml file to your desired location the default location is C with the URN as the default file name To import a template close any open templates or records and select Import template from the Templates menu If the template being imported has the same URN as one already in the database you will be given the option to overwrite or update the URN If import a template and want to change the description select Save as new template and edit the description and URN Applying a template Templates can be applied to a batch of records or to an individual record Individual records To apply a template to an individual record the record must be in draft status e Navigate to the SPACE HEATING Overview screen e Select Category Individual e Enter No of Systems 1 e Select the required template from the Template drop down the description of the template will be displayed underneath to enable you to select the correct template
11. l you navigate away from the page Apply template Template HHW Baxi 100 has been ay Figure 10 notification of the applied template PA 5 4 2 User Guide March 2012 NHER 9 2AVA Multiple records i W Mg Pp 2 i ee i W N DA To apply a HHW template across multiple records open batch manager and select the required batch With the required batch open use the Views button to select Heating Hot Water this will change the data displayed in the grid Note as template application applies only to draft records with a single individual heating system no community multiple heating system or finalised records will be displayed The views have been introduced to assist in selecting the correct records for updating data across multiple records and to make it easier to confirm that the template has been applied to the selected records ap 3 gt Export if Upload Save EPC E Status Multiple Reports Views Q Update data URN Vrs Figure 11 selecting a view in batch manager Descripti 3a mid terrace 3b mid terrace with 3c MidTerrace pell 3d MT biomass roo HouseType Mid Terrace A Mid Terrace A Mid terrace A Mid Terrace B HeatingType Boiler Boiler Room heaters Room heaters Walls Roofs Wood logs Use ctrl click to select the records required for updating In the screenshot below we have selected all the records with house type Mid Terrace A
12. n be updated at a time another reason to organise the data entry If you have walls will different reference number i e wall1 and wall2 that require updating you will need to first update the Wallis and then the Wall2s Type in the U value and click OK You will then be asked to confirm PA 5 4 2 User Guide March 2012 O NHER 9 SAVA Applying wall u value updates JME You are about to update 6 records with a U Value of 0 17 There is no undo function Once these records have been updated you will not be able to recover previously entered data Do you want to continue Figure 19 apply wall U value confirmation 3a mid terrace 3c MidTerrace W 3d MT biomas 3e MT gas wa 3f MT gas war 3g EndTerrace 3h MT oil rang Walli i flat mid flo Walli 3m semi with Wall1 3n semi non c Walli combi 10222 ke Walli non cond combi Walli 6 records selected 13 records in the batch 13 records in the view Figure 20 walls grid with U values updated Multiple record update roofs 100mm Cavity 100mm cavity 100mm cavity 100mm cavity LOOmm cavity 100mm cavity Wall2 Wall2 Wall2 Wall2 Wall2 Wall2 expand Timber frame Party wall 125mm Cavity Timber frame Timber frame Timber frame 125mm Cavity Solid brick 100 solid brick 100 solid brick 100 solid brick 100 Solid brick 100 Solid brick 100 To update change the U value of
13. ontinue Figure 12 apply template in batch manager Clicking OK will display the apply template dialogue this confirms the number of records being updated and re iterates there is no undo function If the update is unsuccessful the information dialogue will appear highlight the record to see the full description of the error Template not applied Full Description Record has an exhaust air heat pump Update applied to all records Figure 13 apply template successful Figure 14 apply template unsuccessful PA 5 4 2 User Guide March 2012 O NHER 9 SAVA After successfully applying a template the selected records now display the updated heating data in the HHW view 5 records selected 14 records in the batch 14 records in the view 3a mid terrace 3b mid terrace with 3c MidTerrace pell 3d MT biomass roo 3e M7 gas warm air 3f MT gas warm air Mid Terrace B 3g EndTerrace LPG 3h MT oil range coo 3i flat mid floor_ga 3L semi with Test D 3m semi with Datab 3n semi nan cond c non cond combi keep Figure 15 updated view following applying a template PA 5 4 2 User Guide March 2012 Mid Terrace A Mid Terrace A Mid terrace A Mid terrace B End Terrace A End Terrace B End Terrace B End Terrace B End Terrace B Mid Terrace A Mid Terrace A Boiler Boiler Boiler Heat pump wet Warm air Warm air Warm air Boiler Maing
14. use the scroll bar to view all walls available for updating Note It is important to use the Description field consistently i e 100mm cavity etc to make the best use of the views PA 5 4 2 User Guide March 2012 O NHER SAVA 100mm cavity 100mm cavity D all2 Party wall 0 2 100mm Cavity 1 w 125mm Cavity 0 2 100mm Cavity 0 1 Wall Timber frame 0 2 100mm Cavity 0 1 Wi Timber frame 0 2 100mm Cavity 0 1 Wall2 Timber frame 0 2 100mm Cavity o wall 125mm Cavity 0 2 100mm Cavity On Wallz Solid brick 100 0 2 100mm cavity 0 Wi solid brick 100 0 18 100mm cavity k solid brick 100 0 2 100mm cawity 0 1 solid brick 100 0 2 100mm cavity 0 1 Solid brick 100 0 2 100mm cavity 0 1 Solid brick 100 0 2 1 record selected 13 records in the batch 13 records in the view Figure 17 walls view in batch manager Use crtl click to highlight the records with the wall that requires updating and then click on the update data icon Please ensure you have backed up your data before applying a change There is no undo function See the helpfile for more information on backing up data Please select the wall reference to update U value 0 17 W m K This action will overwrite previously entered data do you wish to continue Figure 18 apply wall U value dialogue Select the wall from the drop down list in this example the solid brick 100mm are being updated Only one reference wall ca
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