Title: Electroservices (Midlands) Ltd. – Client
Contents
1. F http www electroservices biziclient index Electroservices Electroservices Client Area Welcome Back Home Actions Transport Documents Assets Accounts Admin Enquiries Log Out Shopping Cart O items 0 pS Please note to utilize this Client Area please use the navigation menu that has now changed All documents located in the client area are stored in Adobe PDF Format A free copy of the reader is available directly from Adobe Ifyou have any problems please do not hesitate to contact cet Adobe Reader Ifyou require any assistance please refer to the user manual or contact us directly Download View New Feature to the Client Area 24 09 2009 i You can now receive a Weekly Automated email of completed jobs with or without an attachment of certificates in a zip file See the Edit User section of User Control to activate now Page 4 of 38 Section 2 Navigation Menu Home Jobs Actio n Tra ngpo al D ac menta AS Sec Account A dimin Enquiries Log Dit Work In Progress Completed Jobs Shopping Cart 0 tems 0 ya Recalibration Required Calibration Expired SOS aap ape Calibration Expired please use the navigation menu that has now changed Please m The menu is designed to be simple and straight forward each option will be described in detail further through this document Hover over one of the main menu options eg Jobs to see a drop do2. Documents Assets Accounts Admin Enquiries Log Out shang are on it Shopping Cart 0 items 0 pus View Records Delivery Ref Location All Locations and Departments v Search Reset Number of records 1 Print Page Delivery Reference tems on Dispatch Delivery 156721 17 Expected Delivery aah z E 27 Ty ee a EEr nA oie Bs So daha ats If the user hovers over the Action column and then clicks Show jobs for a particular delivery reference it views all the jobs for the items that are being returned to the customer lf the user selects to view the jobs it directs them to the Search Jobs page automatically completing the search criteria by delivery reference so it displays a list of all the jobs Home jdobs_ Actions iTransport Documents Assets Accounts Admin Enquiries Log Out from that delivery instantly Search Jobs Welcome Back Shopping Cart 0 items 0 bY View Records Key Job Number tem has been bondeditaken out of service sosa Asset is out of calibration Serial a Asset is about to go out of calibration Instrument ois Asset is in calibration Delivery Ret 156721 Show tems view All v Invoice Number Customer Ref Location All Locations and Departments Search Reset Number of records 17 Print Page Export Page n eR Calibration a Delivery Customer Invoice y Ass Seria strume jooke Complete i Humbura Ssset erial In
3. G lent Area The Client Area is accessed by a single click on the Client Area link on the main navigation panel menu bar or directly type in your Username and Password and click GO Once this has been done the screen will change to Client Area Login page as follows Electroservices Client Area Login User Name Password This facility allows existing Customers to access information about the instruments serviced on their behalf and provides a facility to download copies of instrument certification If you are nota registered but wish to see an example of the available information please visitthe Demo Area Ifyou think you would like to make use ofthis facility please Register The main user account password that is initially allocated to new users is created by Electroservices Once a customer has access new users can be setup and assigned passwords by the main account The main account and new users can change their passwords as and when required If an incorrect username and or password is entered Flectroservices Client Area Login after a successful login the Navigation there will be an error message shown panel will change with the welcome page User Name Password The login detaile were not entered correctly i Revision 2 Page 3 of 38 Revision 2 Electroservices Client Area Mozilla Firefox File Edit View History Bookmarks Tools Help E Electroservices Client Area En gt
4. 84270020 E ni EEE G L O20 4 Fluke 10 hfultimeter Factony Back ta the top 20 Per Page Associated Files Asset Fluke Chih Revision 2 actony Lois _ Audit Trail E Inst Files Transter Asset 9 7 cet Add Ta Mew Dispatch The initial list is a complete list that can be filtered by location bonded etc or searched If a specific asset or instrument type has any associated documents or images these will be displayed in thumbnails below hovering over will show a larger image The Action column will again allow direct access to other functions Note the Traffic Lights show the calibration status of each asset Page 21 of 38 Bonded Equipment View Records Asset Location All Locstons and Departments Search Asseta 00318751 00318752 00318754 00318759 00318761 00318765 00318780 00218785 00318797 00318799 00318803 00316820 00316830 00318971 003106974 00316984 00318989 138905 318758 318759 Revision 2 Humber of records 910 Bonded 20 08 2007 14122007 12 09 2007 29408 2007 27 01 2006 0222007 30708 2007 owoz 2006 27 01 2008 14 09 2007 31707 2006 2914142006 08082007 30701 2006 0311 2008 20 01 2008 1107 2008 OZ 10 2008 on OD00F n4 07 2008 Ronded By Auto Bonded Print Pagel Released 28 12007 08 11 2007 1811 2007 21 04 2008 20 7 1 2008 eof 1 A200F Released By O Bonded Equi
5. ie failure report audit trails history etc To activate this list just move the mouse over the Action heading and the list of available options will display Please note that the list may vary depending on which page the user is on OS S017 Toe 2014 MOF 2014 05 07 20714 12072011 18072011 107 2011 2607 2011 The Traffic Light meanings do change slightly depending on what page is being viewed the top of the page will always show a Key to the colour codings Revision 2 Page 8 of 38 Completed Jobs The Completed Jobs page layout is very similar to the Work In Progress page It displays all completed jobs with access to view the reports and its history Electroservices Completed Jobs Mozilla Firefox File Edit view History Bookmarks Tools Help E Electroservices Completed Jobs t gt http www electroservices biz client completed jobs page 40 WA ir Electroservices Completed Jobs Home Job Number Asset Serial Instrument Show tems Service Location Number of records 1142 Job View Records Asset Number T302684 T302631 T302687 T302689 T302691 T302682 7301384 7301385 7301386 7301387 T301388 S5 7301389 T301390 7301391 7301392 Revision 2 Actions view All Mew All Transport Documents Assets All Locations and Departments Search Serial 93020343 M 4776 4018 CTDL530 CTDL452 PO6460001221
6. 38 All Invoices View Records i i Order Mumber All INVOICES Paid Or Unpaid will be shown Invoice Humber Search Reset Number of records 254 Print Page Export Page Please refer to section 9 for further notes Imwoice Humber Order Humber Invoice Date METT YAT Total value Invoice Paid 27730 817930 134412005 93 00 17 15 115 15 127731 217995 13711 2005 124 00 24 70 145 70 127012 812039 BOM 12005 48 00 2 58 57 58 120072 215458 14702 2006 127 14 22 25 149 39 _ Click here to view a PDF copy of the invoice or show 129249 212667 22 02 2006 29 55 110 22 740 07 the jobs on the invoice 129391 818741 2602 2006 558 50 a7 74 B5624 Faid w 130153 519044 12 04 2006 7 00 15 23 102 23 Faid ko a aAA AoA aE Jagi oe Fe Saar da Faid mE a Single Invoice Payment Invoices can also be paid singularly without logging into the client area via the main navigation menu Pay im jgice Client Area All three pieces of information are required to i L complete the transaction see next page on where to For details of where to retrieve this information on your invoice please click HERE Oblaln tne Celeste Pay Invoice Invoice Number Pay Invoice Order Numbe T Invoice Amount Revision 2 Page 31 of 38 Example Electroservices Invoice pa ELEC TROSERVICES Invoice 142735 D Midlands Ltd Order No Accounts Department Invoice Date pri 2003 The Calibration House rder Nomber A
7. In this section the user can view jobs and assets that they have been assigned to more on this later in the User Control where they are currently in progress been completed recalibration required dates calibration expired and search Work In Progress Electroservices Work In Progress Mozilla Firefox File Edit View History Bookmarks Tools Help _ Electroservices Work In Progress ik k gt E http flwy electroservices biz client work in progress Electroservices Work in Progress Home Jobs Actions Transport Documents Assets Accounts View Records Job Number Asset Serial Instrument Show tems Mew All Subcontract view All Location All Locations and Departments Search Reset Number of records 7 Print Page Export Page ZOR Asset Serial Instrument Rookad ln Number a T252603 on site Internal On Site Calibration On 24 07 2009 Site Calibration T302688 50601056 CBL Gould 400 Digital Storage 05 07 2011 0001 Oscilloscope T302692 E 002583A4 Clare G503N Flash Tester 05 07 2014 T303784 30016402 Tesa Micromaster0 30mm0 1 2 19 07 2014 in Micrometer T303785 0007019 Mitutoyo 500 173 12 Digital 19 07 2014 Vernier Calliper 7304283 80350113 Fluke 26 Mk II True RMS 26 07 2014 Multimeter 7304284 MOEEOSO8360 Rhopoint M210 Milli Ohmeter 26 07 2014 Seles Admin Enquiries Log Out Shopping Cart 0 tems 0 pa Pa uB The Work In Progress page displays a li
8. fof multiple transactions Transaction Limit Proceed to Checkout 1 1 1 Decora es be ee es be a be ee es bees bee es he iga be ere ies bee ee be ee es bee ee ere ie bee bee ee J Return toG Outstanding Invoices utstancng voices Proce 1 000 00 Should the Client s user have a transaction limit on their card a maximum for this session can be set by using the drop down selection this will then tell the system to split the total into transaction bundles e g 593 38 total with a limit of 300 00 per single transaction would be split into 300 00 and 293 58 there would be two sessions into Barclays ePDQ to make the payments ee eee ee ee Mumber of records 1 Menu wv Reference Description Quantity NETT Value V A T Total Remove 140197 Invoice 1 505 86 38 593 36 TRemavel 20 Per Pagel Back to the top me B Please note all transactions will be processed using Barclays ePDO secure payment system Please refer to Terms and Conditions for mor information Revision 2 Page 27 of 38 Wuimber of records 1 The user can return to the Invoices or remove a wrongly added invoice for payment Once clicking Proceed to Checkout the user is then presented with the payment summary and as previous should there be a limit set per transaction then it will automatically be slit accordingly ee ee Process Payment Click the Make Payment to proceed into Barclays ePDQ secure server for paym
9. 0 of 38 Calibration Expired Calibration Expired gt Home Serial Instrument Location L Jobs Action All Locations and Departments Search Reset Transport Documents Assets Accounts Admin Shopping Cart O items 0 a J Mumber of records 102 Serial 50902015 2455244 24990 70110640 3712 09352322 585284 CTDLA24 3062 Print Fage Export Fage Last Calibration 4340 2004 24 07 2009 02702 2009 07042009 444 1 2008 10022009 24708 2006 24408 2006 02403 2009 Calibration Expires 13402005 207 2009 20708 20048 07740 2008 141172009 104022010 49022010 1902 2010 02 03 2010 strument uld 465 Oscilloscope ClaN AZOSA Flash Tester MiNttoyo Digital Calipe Enquiries j Mahr ONI Gauge Dial Gauge Z foot RED tester Fluke 73 Whi ht Baty 6041 520 Wial Test Indicator Standard Dial Gyuge Personal GrounN Tester Log Cut Again several options can be taken from the Action column Welcome Back Location Department zra anas z ka Process c af Process M Sue Centre Bond Asset o i Maintenance Asset History Transter Asset 7 Process If the user knows that one of their instruments has already gone past its Yate they can use the search box instead of reading through the list Just enter either the asset number the serial number or the instruments name then click Search Add to New
10. 08 16 07 2004 A 123465 112548 Calibration Advanced Force Gauge Calibration Dep 135863 a 20850073 Fluke 187 True RAS TET 2003 22072003 22 07 2004 R 123499 112549 dada Multimeter 40092 DMEZ505S Fluke PMSS504 26 08 2003 26 08 2003 Nita RUC 123748 114895 Sve Centre Swe P Autoranging Combiscope Centre Revision 2 Car Search by job number Asset Serial Instrument Delivery reference or Invoice Number The user can enter which criteria they want to search by and click Search to display a list of results based on this criteria Again the user can see what status the equipment is via the traffic light system Note remember if the headings on the table are blue instead of black that means the information can be sorted by that column The Action drop down list gives the user the same generic options like the other web pages Page 12 of 38 Section 5b Actions Required Actions The Actions page shows the user what instruments they have that need a response from them before it can progress any further From the main Navigation panel on the left if there are any eg Required Actions 5 from the customer these will show beside in brackets ee ee ee Required Actions kad Shop View Records Job Number Asset Serial instrument Location Al Locations and Departments Search Torm Ww Number of records 5 Print Page Job Numbers Asset Serial Booked In 724354199 CMES681 C3031862 01
11. 10 2008 T2252 Corgo LUL392594 01 02008 T2arG4a C3205 C3205 JKTS T239 CS1351 9703135 OSTAD T239352 CS0 K30344186 OSTAD instrument Vitelec COC 2541 Gimp Tool AMP S003532 Crime Tool AMP Gime Tool Iso Tech IPS18030 Laboratory OC Power Supply 22 01 2009 z Vitelec COC 2501 Grime Tool Request Sent Reply Action Required 1010 2008 Accept Reject Repair Quote Repot Action W Tif T0008 17 10 2008 Cleared Under Agreed Limit Repair Quote Repot Action W OF T2008 07 11 2008 Cleared Under Agreed Limit Repair 0 View Hes bat ites 200 Cleared Under Agreed Limit Repair Audit Trail CS Repair Guote Report a Li mL irg tL Accept Reject Action i A single click on Accept or Reject will forward to the New Enquiry screen and the customer can enter further details As explained on previous pages the user has the ability to search via job number asset number serial number and instrument name Revision 2 Page 13 of 38 Section 6 Transport Under the Transport section of the menu are the pages to view what Electroservices are returning to the customer or what Electroservices are expecting to receive from the customer The user can also view the proof of delivery note so they have a clear view where all their items are located Return Delivery Return Delivery T h i SS h ows an y d e IV e ry n otes i n t h e syste m an d h ow man y ite ms Home Jobs Actions Transport
12. 21 06 2011 25 06 2011 25 06 2012 A 156721 2106 2011 25 06 2011 25 06 2012 A 15672 21 06 2011 25 06 2011 25 06 2012 A 1597 21 21 06 2011 25 06 2011 25 06 201 6724 21 06 2011 25 06 2011 25 06 2012 156721 Clare 0920716 Comprehensive Test Station 21 06 2011 25 06 2011 25 06 2012 A 156721 167526 167526 167520 167526 1675 d 16744 16724 16724 16724 1672 16724 16724 167247 167247 The user can view similar information with an additional link to the Results Certificate PDF file also Also when it was booked in to when it was completed What classification it was given and when its calibration expires next This page displays the status that the users equipment is currently in From the Action drop down list the user has the options to Transfer Bond Unbond and add to Dispatch Note hover over the Classified column to see what the Classification means Also use the search function at the top of the page to narrow your results Click the Job Number in blue to view a PDF copy of the Results Certificate Page 9 of 38 Recalibration Required All the assets listed on this page have either gone past their calibration expiry date or are due to expire soon Please note this list excludes all bonded items Recalibration Required Home Jobs Actions Transport Documents Assets Accounts Admin Enquiries Log Out Shopping Cart O items 0 J Welcome Back From the Ac
13. 71071102 210611 1 9340138 9510643 gt 2684344 E 26843A1 66239A1 3300150 w 4653941 26843A3 Reset Print Page Export Page Instrument Fluke 115 True RMS Multimeter Avo M3004 Multimeter Internal Wrist Strap Tester Wrist Strap Tester Carroll amp Meynell Ltd Single Phase Variac DC Version LEM PR1530 Clampmeter Fluke 10 Multimeter Internal On Site Calibration On Site Calibration Associated Research 08104 Omnia Series Electrical Safety Compliance Analyzer Associated Research 08104 Omnia Series Electrical Safety Compliance Analyzer Clare AFS3R 203BR VFC Flash Tester Clare AF33R 203BR VFC Flash Tester Clare A4S3R203BR VFC Flash Tester Slaughter 2630 Ground Bond Tester Clare A203B Flash Tester Accounts Admin Welcome Back Enquiries Log Out Shopping Cart 0 items 0 pS Key a tem has been bondedtaken out of service asset is out of calibration S Asset is about to go out of calibration Asset is in calibration Ee ea Completed Calibration Expiracy 05407 2011 08407 2011 08407 2012 A 157090 05 07 2011 07407 2011 OF 7 2012 A 157090 05407 2011 07407 2011 OF 7 2012 D 157090 05 07 2011 07407 2011 07407 2012 D 157090 Deliwery Customer Ref Classified Ref 05 07 2011 07 07 2011 07407 2012 A 167090 05 07 2011 06407 2011 06 07 2012 A 157090 24 06 2011 27 06 2011 N A On Site 21 06 2011 27 06 2011 27 06 2012 A 156721 21 06 2011 2506 2011 25 06 2012 A 156721
14. Dispatch will jump directly to the Dispatch section Revision 2 Cy Page 11 of 38 Search Jobs The user can use this page to search for a specific job or instrument which saves time rather than searching through all the other pages first Search Jobs Wwelesine Back damus dobs Actions Transport Documents Assets Accounts Admin Enquiries Log Gut 2 shopping Cart O items 0 H View Records Jab Humbe ey i tem has been bondedtaken out of service d Asset js out of calibration B Asset is about togo out of calibration Asset is in calibration view All All Locations and Departments Search Reset Humber of records 1149 Print Fage Export Fage SSi Calibration me Belivery Customer Invoice Number Asset Serial instru rent Booked In Completed Palos Classified Location Z Expiracy Ret Ret Humber 122875 20350113 Fluke 26 Mikill True AMS TSS 2002 pog 1062003 A g99999 107512 wails l Multimeter l we 125144 00i Mitutoyo HOS 42 Digital OOMO2002 10000 107102003 gggggg 108366 Process Process iii Height Gauge 136082 Agaga Clare ASSSR Constant 2105 2003 O8082003 O8f082004 R 123631 112989 ap Earth Bond Tester sb435 3122644 Hitachi V G50F Odor 2009 OOF 2009 O1f0F 014 R 123465 112547 Line tizia P Oscilloscope L Line fe 135911 02 0079 07 MWecmesin Lid AFG SO0N 23 06 2006 2306 20
15. Electrical and Mechanical Test Equipment Extensive Calibration and Repair Capabilities Include DC Microwave Communication Temperature Vacuum Accelerometers Avionics Pressure Humidity Torque Crimp Tools Dimensional Value Added Services All quoted prices are fully inclusive of Collection and Delivery within the UK e Calibration Certification including Pre amp Post figures to full manufacturer specifications Repair Quotes with no investigation fee Problems with Calibration Are you getting the service you deserve Discover what Electroservices can do for you Highly skilled and experienced engineers with specialists managing more complex areas of calibration such as Microwave RF TY Communications and Medical equipment FREE Online Asset Management Facilities include real time job tracking traceability history certificates and Location Management For a demonstration Click Here Call now 0845 519 6720 Terms and Conditions Apply FS 00840 005 2011 Terms and Conditions Privacy Statement rendered in 0 1038 seconds rs Google Client Area User Login Latest News We Have Moved Electroservices are proud to announce that relocation of all staff to our newly refurbished facilities is now complete The new facilities include Three general purpose Click to view full article News Letter Signup Megger U aca Page 2 of 38 a Client Srea User Login
16. NED Revision 2 Page 29 of 38 The next set of images show a Successful transaction T S Barclaycard Ls py Apes CE eed ie Secure reliable internet payments from Barclaycard Business Should the user enter incorrect card details they will be lt a presented with the following Payment Status screen with a Success status Electroservices You must click Complete Similarly as stated you will be required to click the Payment Status Complete Payment Payment to confirm your payment Gamplete Payment link below to return to the Electroservices website Payment Status Co Success gt Delivery Address Date Time Apr 03 2005 14 49 36 Merchant Electroservices Se tae Note the Client user should print this screen receipt for Amount 29 38 their records Card Mumber Expiry Date 062009 United Kingdo Ernail Print Complete Payment Please print this for your records landscape format Once clicked the Electroservices website will display the transaction status returned by Barclays in this example the user will see Transaction 000006 01 i Repeat the process for any further transactions that require payment Description Reference NETT Value VAT Total Value Invoice 140455 25 00 436 29 455 Transaction Value 29 38 If complete the user will see All transactions are now complete This paymenthas successtully been made i i Return to Main Site click to return Revision 2 Page 30 of
17. Revision 2 Title Electroservices Midlands Ltd Client Area Website User Guide Ref ESCLWEBO01_ r2 Last Updated 1 July 2011 Category Website Revision 2 Summary This document is intended as a user guide on the client area within the Electroservices website www electroservices biz Please note this document is for illustration purposes only no client specific information is intended Screen shots may vary from the actual site when upgrades are implemented Contents Section 1 Home Page Section 2 Navigation Menu Section 3 Logging In Section 4 General Information Section 5a Jobs Section 5b Actions Section 6 Transport Section 7 Documents Section 8 Assets Section 9 Accounts Section 10 Account Administration Section 11 Enquiries Section 12 Technical Information section 13 Document History Page 1 of 38 Section 1 Home Page Revision 2 Electroservices Specialists in Calibration and Repair Services A Calibration Service as it should be Mozilla Firefox File Edit Yiew History Bookmarks Tools Help E Electroservices Specialists in Calibration and ital l gt E http iwww electroservices biz client main pees Electroservices ed Specialists in Test Equipment Services amp Solutions Home Services About Us News Contact Us Locate Lis RMA Search Pay Invoice Client Area Electronic
18. ccounts Payable Jab Amel Ho Hamri Pago nl ler AACS Payment To Accomm Accomm Code Page 1 Revision 2 stattord Fark 1 Invoice Murniber Telford Shropshire TF SBD Tel 44 051 952 204 962 Pax 44 07 1 952 204 960 Email janesrushton electro services com Web www electroservices biz Company Registration No 1650460 WAT Registration No 388 5143 19 Calibration Heral Se rel Ho Line Ilam Dale Chs Ferd Dale Ie omen San ice Fri 21042008 Sale li JLAG Piri ST6BNM Cone Feed Iz 65420 Te soiralionn Sub Total fas 20 Shiclhy 30 days nell Harb Hank pk Blecboseniices bidas j Lid 10111527 Zori Code 2050 E x Inoice Total 1001 53 Fe Goad Page 32 of 38 When the correct details are entered the following screen will be displayed Process Payment Please note all transactions will be processed using Barclays ePDO secure payment system Please refer to Terms and Conditions for more information r i Barclaycard Business VISA ELEC TROW Please confirm the invoice Information is correct Invoice Number Order Number NETT Value 5781 52 VAT Value 4044 77 Invoice Value 6793 29 Make Payment Click the Make Payment to proceed into Barclays ePDQ secure server for payment as shown in section 9 Revision 2 Car Page 33 of 38 Section 10 Account Administration In the Account Administration section only the main Administrator account se
19. creen From here the user can move to a new dispatch reference or remove completely as shown in the image Alternatively users can preview the Dispatch by selecting from the Available Dispatches or searching for the asset if there is a long list the choice is down to the user Print Submit Completed Dispatch PES 1 Print Preview POSo 4 Rename Diapetch POo 1 View Records Dispatch Pii ay Reference A e Azet Page 17 of 38 Example of a Dispatch Preview Dispatch Note Dispatch Reference PREVIEVY CVWE19 Dispatch From Dispatch To Electrosenices Midlands Ltd The Calibration House Halestield 7 Telford shropshire TF 40L Quantity 1 Asset Serial Service Instrument Additional Signature Print Name Print Date If Submitting the Dispatch Note then the user will be shown the following Are you sure you wish to subshHspe If the client has multiple locations setup the list of locations will be available for the user to choose where the Dispatch is originating from Dispatch For YES be HO Revision 2 Page 18 of 38 Click YES when ready to proceed this step will not be displayed if the client is setup for a single location Dispatch POS 1 has been successfully sent Reference _100001_ 4135 View and Print bigpatcn POg 1 heference 100001 _ 1135 Return te Despatch Next the following will be displayed again the user will have the opportunity to print the Dispatch note or
20. ent fa i Barclaycard VISA PLEC TALAY al j VISA J Please note all transactions will be processed using Barclays ePDO secure payment system Please refer to T information and Conditions for more Transaction 000006 01 Description Reference HETT Value Total Value Invoice 140197 255 32 300 00 Transaction Value 300 00 hake Payment Transaction 000006 02 Secure reliable internet payments from Barclaycard Business Description Reference NETT Value VAT Total Value Invoice 140197 249 65 4570 293 35 Transaction Value 293 38 E ect roserv i ces Payment Information VISA ELECTROW Total Payment Value 300 00 Card Number Expiry Date Valid From Date Issue Number TUK Maestro Solo only TUK Maestro Solo only men 3 yy E mm 3 vy 3 Mandatory field for Maestro cards issued Mandatory field OEE t UK and for Solo cards Clear Form Steps 1 2 3 from Barclays ePDQ system are standard secure payment screens they prompt for the card type number expiry date valid date and Issue number for Maestro Solo cards only and the 3 digit security code number Then Click Continue for Step 2 is the card holder registered address and Step 3 is the delivery address this is not applicable at present Please note Barclays Business change the screen layout and details periodically Electroservices have no control over this Revision 2 Page 28
21. ices use MySQL Relational database for speed reliability and scalability Payments Client details for Credit Card payments are NOT collected or stored in any form by the Electroservices website please refer to the latest Terms and Conditions and Privacy Policy on the website for full details Section 13 Document Version History Revision Status Date ____ Change 15 06 2009 Amended to include full website functionality 01 07 2011 Site redesign images amended Revision 2 Page 38 of 38
22. il Completed weekly Job Summary Attach Certificates E to Weekly Job Bi User Passwort Faszsworgd Retype Password Revision 2 Page 36 of 38 Section 11 New Enquiry pa ee eee New Enquiry To Thans Khayat default Frem Subject Steve Enquiry Details enquiry detalis Number of recorda 7 Sent 2009 04 29 07 35 26 20090429 07 41 59 2009 04 29 07 49 52 2009 06 12 08 29 43 2009 06 12 08 43 59 2009 08 12 08 43 57 2009 08 12 09 39 10 Revision 2 The same way you would normally send an email select from the drop list who the recipient is Add a subject type in your enquiry and click Send Enquiry Sent Enquiries The Sent Enquiry page is basically a table that displays the history of all enquires that have been sent to Electroservices via the web site To their khayati electo services com thair kheystaelecto Seryvices com Print Page m Sent Enquiries Subject RE Repair Quote T241980 RE Repair Quote T242820 RE Repair Quote T245382 T228095 seers 7240302 RE Repair Quote T242820 RE Repsir Quote T242820 Content Please PROCEED with the repair of job T2417900 Please note that the 4500 154899 Please PROCEED with the repair of job T242820 Please return un rep Please PROCEED with the repeirof job T245382 The ofiginal purchas Please PROCEED with the repair of job T228095 The oiginal purchas
23. libration 1129 n 1138 Despatch ee preg Action From the Action dropdown list the administrators have the ability to edit delete or edit the selected locations departments J 1122 Goodsin uae Action 1115 Health amp Safety Action HHA prii Accion B New locations can be added to the list by clicking on the Add New 1121 D Acton Location link in the top left hand corner Just fill out the new location EE EUEN erry Action M details and click accept 1118 Maintenance ai Action 1127 Manufacturing TEET Action 1133 Marketing he Acton 3 q1 MDL o Action 1136 Fae ks Acton 1125 Wily Action 7 42 PEB 0 Be Action 1410 Preform j yoes Acton 3 1126 Process os Action 1126 Production Wiel Acton Revision 2 Page 35 of 38 Change Password Contact Details Administration New Edit User 5 eee eerie ns Every user can change their own contact details from here Home dos ACTIONS Transport Dogu menta Aaselg Accounts Click the check box for automated email reminders Recalibration Required they will be sent once a week and show all assets that have expired or about to expire y within the number of weeks shown here User Details Username i Forename Users can have an emailed summary of completed jobs weekly and a zip file of Surname PDF certificates if required Phone Murie P I Address iew Recalls in Advance Weeks Automated E mail reminders Automated E ma
24. lready Dispatches currently in progress the user will see a black triangle on the Dispatch line and to the left the list of current open dispatches Should the user choose Add to P09 01 then again a similar message to image 2 above will be displayed tgd to dispatch Add To POS 1 _ T Awa for calibration Revision 2 Page 16 of 38 Clicking Add To New Dispatch will present the user with a similar message to image 1 above Alternatively the user can navigate directly to the Dispatch area from the main menu ee ee Dispatch Control Add to Dispatch Dispatch Pics 7 vf Additional Reference Information Reference Asset Number Serial Number Service Sid Ca w Instrument Add hem eae View Records Dispatch view Ai wt Reference Asset Search Hest Number of records 1 Print Page LinelOF Asset Serial Service Instrument Additional Info Dispatch Reference T289 031r43 STOD Cal Castle GA 902 Caliorator POS 1 Action w Move to Dispatch or es Fs Note the user can preview the Dispatch Note or Submit and Print or Rename the dispatch Once submitted it will be removed from the list and emailed direct to Electroservices Revision 2 Enter an asset number that exists if itis anew asset number that Electroservices may have never seen please enter a Serial Number and Instrument description and andy additional information then click Add Item It will then be added to the list at the bottom of the s
25. ly need to select a new location and click Accept lf the transfer was successful this message will appear telling the user that it was transferred to their desired location Revision 2 Page 23 of 38 Audit Trail ee rey ee Audit Trail The user can also view a full audit trail on their instruments so that they have a clear visual of what has gone on with that piece of equipment View Records Asset Location a AS Departments yt a HE The audit trail shows all of the bonded iar are Print Pe changes that have happen to the equipment and shows all its location transfers Asseta Date Time User Ewent CM7597 06 06 2008 12 17 17 CM7587 was unbonded Action CM7597 06 06 2008 12 17 48 Moved from Stores Crimp Tool Cupboard to Weeteee Action Y From here the users can quickly transfer CM7B43 08 08 2008 12 08 59 Moved from imam to Be Action their equipment bond or un bond simply CMTES4 06 08 2008 12 15 10 Moved fram No Location E Adion Wl from the Action drop down list CM7859 06 08 2008 12 16 25 Moved from No Location to Pee Action CM7680 06 08 2008 12 16 47 9 Moved from No Location to eens 7 Add To New Dispatch Revision 2 Page 24 of 38 Stock Audit The web site allows the user to process a stock audit of their own equipment this has no bearing on the system it is for the customers convenience a ll gt er Stock Audit Start New Audit For Location Al Locations a
26. mponents 575 649 Dial Torque Wrench Accessories for T302680 Case 1 Comoany Registration No 1656460 Specialists in Test Equment Services and Soiutons www electroservices biz Page fof 1 Revision 2 Page 15 of 38 Dispatch This section is for customers users to generate a dispatch note with equipment and what type of service they wish for Electroservices to perform along with any additional information this is signed by the Electroservices driver and for the Customer to keep a copy can be sent with the equipment if required Creating or adding to a new Client Dispatch to Electroservices is now easier this can be achieved from either the new Action column as in the previous screens ee ee ee ee ee ee re re et er ee ee eee et ee er ee ee ee eee 4 I I Add to Dispatch Asset Ch45e94 This shows what users would be shown If required to use the option to Add to dispatch Audit Trai CMSe94 Teer teen oT Bond Asset CM5894 Transt er Asset Ch Add to dispatch CMSo34 fh HH i The user must add a New Reference number here e g PO9 1 then click the Add Item the following will be shown once completed AssetCS 1878 has been successfully added to dispatch POY 1 rig to Calibration Expired i er Away for calibration Action UU Stores mechanical Action tool CUE audit Trai C51878 Away T Bond Asset CS1878 Transfer Asset C5351876 575 Add To Hew Dips th Action 4 Note if there are a
27. nd Departments DW S2ec Te Below i a istof Active Audits Location Date Started Shed 02 Agr 2008 08 40 34 TAT 09 Feb 2009 16 01 28 gt 2 Shed 11 Feb 2009 73 44 07 2 Shed 20 Feb 2009 10 39 38 Miod Team Shed 3 20 Feb 2009 10 46 00 22 Feb 2009 17 04 08 The Stock Audit shows an overall list of active audits and at which location The user can also start new audit from this main page Once the user has selected an active audit that they wish to view it will display a list of all assets that are expected The user has the ability to add assets to their current list as well Once they have checked their stock audit and they have everything that is expected the user can close the audit off This Stock Audit History is available to view previous audits Revision 2 Page 25 of 38 Section 9 Accounts Contract Prices This listing shows the agreed contract prices between Electroservices and the customer This screen is for information only Menu v Instrumenta Traceable Calibration Price 17025 Calibration Price UKAS Calibration Price Corner Dies 45 25 Gap Gauge 18 57 Mechanical 450 00 Probe 41 65 Probe 41 65 0 25 mm External Micrometer 18 00 208 Sound Level Meter 115 60 Crimp Samples Crimp Samples ALSTOM Traction Ltd 29EU019 ICMU Test Box 621 43 Alstom Transome Gauge 10 93 Alstom Tyre Wear Gauge 12 14 AMP Crimp Tool AMP Crimp Tool 23 80 AMP Crimp Tool 23 80 AMP Crimp Tool 23 80 AMP Crim
28. notice that against outstanding actions T245382 is still awaiting s re Quote T245382 Please PROCEED with the repair of job T245382 The 4500156012 Please PROCEED with the repair of job T242820 Please PROCEED with the repair of job T2428 20 Page 37 of 38 Section 12 Technical Scripting The site has been designed and developed to run without the requirement of any client side specific scripting e g JavaScript of VBscript there are places where client scripting is utilised and if the client is setup can improve the user experience if desired Resolution Whilst best viewed at a desktop resolution of 1024x768 this is not mandatory but again recommended for an improved user experience Browser The site uses style sheets for the design whilst we recommend Firefox 3 x it has been tested with Internet Explorer 5 6 and 7 Firefox 3 x 4 x and 5 0 Google Chrome Opera and K Meleon please note certain graphical elements do vary slightly between applications and versions but all functionality is complete through all specified applications Security The site uses Blowfish data encryption for the cookies Cookies The users session data i e logon verification is stored in a cookie on the client pc this is mandatory for use of the client area please note no personal or identifiable information is collected from these cookies by Electroservices please read the Privacy Policy for more information Database Electroserv
29. of 38 The next set of images show a Declined transaction Secure reliable internet payments from Barclaycard Business Should the user enter incorrect card details they will be presented with the following Payment Status screen with a DECLINED status Electroservices You must click Complete Payment Status Complete Payment Payment to confirm your payment As stated you will be required to click the Complete Payment link below to return to the Electroservices website Payment Status Delwery Address Date Time Apr 03 4008 14 45 26 Merchant Electroservices Approval Code Payment ID OOO006 01 Amount 300 00 Card Number Expiry Date 0172010 ii ginkga Please note if a DECLINED transaction continues it will need the user to discuss with the Card Issuer Bank Email as to the reason for the decline Electroservices have no information or control over this Print Complete Payment Please print this for your records landscape format Once clicked the Electroservices website will display the transaction status returned by Barclays in this example the user will see Transaction 000006 01 Description Reference NETT Value WAT Total Value a Invoice 140197 255 32 44 68 300 00 The user then can retry by clicking the Make Payment button again and repeat the Transaction Value 300 00 process with correct details inside the Barclays ePDQ secure site Transaction Failure DECLI
30. p Tool 23 80 AMP Crimp Tool 23 80 AMP Crimp Tool 23 80 AMP Crimp Tool 23 80 AMP 16 14 Crimp Tool 23 80 Revision 2 Page 26 of 38 Outstanding Invoices Number of records 40 Menu Y This screen details invoices that Electroservices have issued to the Client and Invoice Number Order Number Invoice Date NETT VAT Total Value Outstanding as yet have not been settled 140193 5000002261 26441 2007 1309 07 279 09 153816 1538 16 Action 140194 5000002761 2841 2007 1791419 31346 2104 65 10465 Action 140196 SO00003922 2841 2007 536 52 9424 632 76 632 76 Action W 140197 S000003923 2841 2007 505 00 88 38 59338 Haa sense Please note this list is real time Electroservices mark invoices paid as soon 140455 SSU00003434 2612007 25 00 4 56 29 38 TIE detin 1a s we have pavment confirmation from Barclavs 140520 SO000027 61 1222007 356 60 67 66 454 26 45426 Action pay y 140525 SOOO00 3925 12922007 169 00 295 58 198 58 195 55 Action b I eee Shopping Cart shopping Cart 1 item 593 38 Once the user clicks Mark Invoice for Payment and if there are any matching records found it Po ee ee ee te ee te ee te ee te ee te ee te ee te ee te ee eee ete ee HG Shopping Cart Summary will show NETT Total 505 00 VAT Total 99 38 eR ees caus The user can jump to the Shopping cart at any lf the Can Total exceeds you card single transaction limit please state time by using the link above yourmaximum limitto allow
31. pment note Mio valid location milh ITEM NOT FOUND AT MORDEN 27 04 08 NOT FOUND 3 02 08 ITEM NOT FOUND AT MORDEN 27 01 06 lost not found 31 07 06 The Instrument was not calibrated not found 30 07 06 Found on shop floor to be kept in quarantine as surplus stock mlh not found 20 1 06 ITEM NOT FOUND AT MORDEN 10 0708 Asset not found lost not found 4 07 06 Cy Audit Trail 9 Bond Asset 002 167 Action f a aio ak Action Action Action Action Action lt 4 4 5 4 5 E E E E E EE The Bonded Equipment page shows all the customers instruments that are bonded this means instruments that are no longer in active service When an instrument has been bonded they are removed from the recall list but will still be Kept on this page so the user will have full visibility of the location of your equipment From the Action dropdown list the user can view the audit trail edit any notes that have been entered against the equipment bond or un bond the asset Page 22 of 38 Transfer Asset All that is required to transfer an asset is the asset s number and select which location the user wants to change it to from the dropdown menu _ Transfer Asset Change Asset Location Asset Number Location AY Locebons and Departments Ww If the user has selected from the Action dropdown list to transfer an asset it will have pre filled out the asset number field therefore would on
32. return to the Dispatch screen The Dispatch Reference example above zzzzzzz_ 100001 1135 is system generated and will be visible in the Dispatch history for subsequent enquiries Dispatch History View Poocords Dispaica Ralp i A prne a The Dispatch History will summarize all Dispatches from the client clicking on pe the Dispatch Reference in the left column will show the detail of what was on Fieference the Dispatch Note jaro zes Number of recone Prot Page Export Page View Alecords Ditpateh Reference CutionerFeterence lism Count Raised By Faised Dale Reprint Diseesen wie 5m 10011138 Poks Steve Jonas 16062005 Fopini Ralarerice neii ae Jerr Auber of recards 1 Print Pagel Export Page Dispatch Reference Assets Serial Semice 3 instrument additional inio 1900 1_ 1135 6 027974 STD Cal Castle GA G02 Calibrator Page 19 of 38 Revision 2 Section 7 Documents In the General Documentation section the user can view all files that they have uploaded to the website and upload new documentation Please note there is a file size limit of 2MB per file Allowed document types Excel Word a su General Documentation PDF Image files JPEG GIF PNG To upload your own document goto Upload Documentation CSV View Records File Name Descriction Search Number of records 4 Print Page id File Namea Type Size Uploaded Associated To Description 27r AT 800 applica
33. st of all the customers instruments that are currently being worked upon that the user has access to This area is live as soon as items are booked in to Electroservices they will appear on the website Key Calibration Repair on hold Awaiting customer response a Failed calibration Adjustment in progress or Progress report 8 Calibration Repair in progress w Out on Subcontract Quote Repl Last Customer Sent PY Rewiew ef Cal Failure Location 12 07 2011 12 07 2011 12 07 2014 QA Quality Assurance QA QA Quality Assurance QA teys Back to the top 20 Per Page Ww Revision 2 The user has the ability to search for a piece of equipment either by job number asset number serial number or instrument name Car Page 7 of 38 TS02688 TS02692 T3033 734 TSO3 785 TsO04233 If there is a Quote awaiting clearance the user can Accept or Reject by clicking the link this will then send Back a reply with any notes you may have back to the Service Manager Next to each item there is an Action drop down list This enables the user to view various categories such as reports for their SOGO T0556 CEAL 0004 O02535 A1 30 0164 02 oo07018 50350112 could 400 Digital Storage Oscilloscope Clare S503 Flash Tester Tesa Mlicrom aster 0 20m mii 1 2 in Micrometer Mitutoyo 500 173 12 Digital VWemier Calliper Fluke 26 Mik Ill True Res Multimeter chosen instrument
34. strument Booked In Completed Expiracy Classified Ret Ref Kinbek Location T3201385 9340138 Associated Research 08104 Omnia 21406 2011 27 06 2011 27406 2012 A 156721 167247 Series Electrical Safety Revision 2 Page 14 of 38 Proof of Delivery The Proof of Delivery page keeps record of all of the users return deliveries From the Action dropdown menu the user can view the jobs on each delivery and the customer signed copy of delivery note Proof of Delivery Actions Transport Documents Assets Accounts Admin Enquiries Log Out When the user clicks to view all jobs that are on the delivery It redirects them to the Search Jobs page displaying the jobs on that delivery as in Return Delivery Shopping Cart 0 items 0 pis View Records Delivery Ret Asset Search Reset Number of records 161 Print Page Export Page Delivery Reference Raised tems on Dispatch 157347 2707 2014 4 v 4157207 20 07 2014 8 Show jobs on 157347 AOE AE A EAr A ai ee 157091 18 07 2011 1 OT aa Hot Electroservices Midlands Ltd _ The Calibration House si jpn Sal Halesfield 7 Telford 44 0 845 5196740 gap Shropshire info electro services com e7 TF7 4QL ii iii Dispatch Ralsed 11 July 2011 Dispatch Reference 157090 18 07 2011 If the user clicks on Proof of Delivery 123456 it will open a PDF 157091 document showing a signed delivery note e Goce Annot No Giy Cal One Rep Ono instrument T302680 OJP030418 RS Co
35. tion drop down list the user has similar options to the Completed Jobs screen All assets listed have either already gone past there Calibration expiry or are due within the net Gweeks D Shelf A Action Bonded Equipment will NOT be visable on the List Audit Trait B7 4447 View Records Bond Asset BT 4447 l Asset z Asset Hist Serial my Transfer Asset BTT Instrument To R ch Location ul Locations and Departments ka SENF e New GOET LN m J F an Search Mumber of records 144 Print Page Export Page The user can expand the expiry time frame to view equipment that Asset Serial Last Calibration Calibration Expires Instrument Location Depart rent 50802015 1340 2004 1371072005 Gould 465 Oscilloscope x we Calibration will expire up to 16 weeks in Sng F Oraa 12 4 2 2006 hee eee Hameg HM205 3 Digital Storage Oscilloscope yt advance using the dropdown list 014047 Ad 2 Wor 2009 207 20098 Internal Flash Tester SWC centre igh feature This can be set per user 34027 1016 0396 z407 2009 2407 2009 Internal Flash Tester Audit Trail ae E 3455244 24 07 2009 24 07 2009 Clare AZ03A Flash Tester ane Bond Asset 0 T 4607544 2407 2009 2407 2000 Clare AZOSA Flash Tester Asset History h 51232A1 24072009 24 07 2009 Internal Flash Tester Transfer Asset 7 1 os4o0o7 27 2009 27 2009 Omnia 104 Flash Tester ce e A ga340148 207 z 00g 2 Woy 00g Omnia 104 Flash Tester gt Revision 2 Page 1
36. tion octet stheam 0 2008 07 31 11 00 37 Action 25 CHISED pg image pag 35509 2008 04 14 16 32 38 instrument 11721 Fluke 111 Te RMS Multimeter Action S a33 ddb4jpg imagejpeg 5591 2009071009071 Action 24 Fluke 12 Multimeterjeg image jpeg 21821 2008 04 14 17 50 78 instrument 2665 Fluke 12 Multimete Link to Asset Jh Link to Instrument Delete File ddb4 jog Hace to the tng Once Uploaded the documentation can be linked to an asset and in the case of an image if the asset or equipment type is viewed within the Asset Management section then the image will appear to show the customer Revision 2 Page 20 of 38 Section 8 Assets Asset Management This section gives the customer features to manage the location of their assets and track it s history bond etc Please note there must be a valid asset number for using this section as is not valid Asset Management Home dobs Actions i Transport Dociment Assets Accounts View Records Asset Serial Instrument Show Bonded UnBonded Only he Location I Locations and Departments h Search Reset Number of records 1 Print Page Export Fage Welcome Back Admin Enquiries Log Out Shopping Cart O tems 0 M g Key a tem has been bondedtaken out of service a Asset is out of calibration B Asset is about togo out of calibration w set is in calibration Asset Serial Last Calibration Calibration Expires Instrument Location
37. tup by Electroservices have the ability to access this area User Control _ amp yr Administration Users The User Control shows a complete list of all login id s that have access to the client area for a particular customer View Records User Name The administrators can add new users to the list by clicking e on the Add New User link in the top left hand corner Just fill Meee Se ET Print Page out the new users details and click accept User Forename Surname Phone Number Email Address Wisin Aooount nicam Action Action i Next to each user is an Action dropdown list where the ALOT al ao 7 administrators can either edit delete edit access and Aztor k i associate locations for the user selected Associated Action f 2 locations is a feature which allows the administrators to Action i grant visibility to certain locations for the user selected Action Acthon Action ction 5 Friend Edit User striend Delete User striend Assocdeted Locations Edit Access shiend Revision 2 Page 34 of 38 Locations The Location page displays a list of all current locations with address details es et Administration Locations Location Details Location Mame View Records Location Name Address Add New Location Search Reset Number of records 34 Print Page ID Location Namea Address 1135 N A 1123 1119 Ca
38. wn list of available sub options Note any announcements we make for all customers will be shown on the Welcome page such as new site developments eg Traffic Light features and emails Revision 2 Page 5 of 38 Section 4 General Information Key oe oo S Calibration Repair on hold Awaiting customer response The new Traffic Light system is there to provide a quick visual aid and indicate the current status of the customer s asset s B Failed calibration Adjustment in progress or Progress report S CalibrationsRepair in progress iy Out oan Subcontract Sorting Asset Serial Calibration Expires Instrument Location Department 091053 set BMi1 9L 0 Sonos 130172019 Gauge block set Calibration Calibration Dept a 1008 2 2010 O07 2014 Solderstar Neptune Temperature Protiling System ae yt j OOF 2013 OOF 2014 CT Power Supply amp Test Rig ag iad Din Se OTRE ATDA TLA ATT AT PE Eimine m E a Dinital Ea aliu i pron ee If a table heading is blue there is the functionality to sort by that column name in ascending or descending order Printing Wherever the user sees this link Pea if clicked the browser will present a new window with a formatted page ready for printing Export Wherever the user sees the link Perea there is the ability to export that web page into a CSV file and subsequently open via Microsoft EXCEL OpenOffice Libre Office etc Revision 2 Page 6 of 38 Section 5a Jobs
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