Certificates

Adding a new certificate
To add a new certificate, click the  New +  button on the Home screen, and you will be presented with a form where you can decide the following: The type...
Thu, 15 Aug, 2019 at 3:08 PM
Which certificate should I choose?
electraform's current range of certificates Electrical Installation Certificate (Multi) - EICM (BS 7671) Electrical Installation Certificate (Short...
Thu, 15 Aug, 2019 at 3:18 PM
What if I choose the wrong type of certificate
Contact electraform support - we understand that everyone makes mistakes, and electraform has some in-built measures to prevent customers changing the type...
Thu, 15 Aug, 2019 at 3:18 PM
Filling in the certificate
Filling in the Certificate To enter text or a number into an area, simply click the area you want to edit, and enter your text. As soon as you leave that...
Thu, 15 Aug, 2019 at 3:19 PM
Changing the Certificate number
Certificate number To change the Certificate number, click the Settings Tab at the top of the certificate window. Enter your new Certificate Number and t...
Thu, 15 Aug, 2019 at 3:20 PM
Changing the Certificate colour
Colour settings To access the Colour settings, click the Settings Tab at the top of the certificate window. Choose a colour from the ones available to ch...
Thu, 15 Aug, 2019 at 3:20 PM
Marking a Certificate For Review
If you use remote engineers to fill out your Certificates or you are working on certificates away from the office, electraform has a feature that allows yo...
Thu, 15 Aug, 2019 at 3:22 PM
Marking a Certificate Complete
Once you are satisfied that the contents of the Certificate are ready, you will need to mark the Certificate as Complete. This option needs to be used wit...
Thu, 15 Aug, 2019 at 3:24 PM
Printing and PDF's
Once a Certificate has been completed, then a PDF file is auto-generated and is available from a couple of locations. A copy of the PDF is stored on our s...
Thu, 15 Aug, 2019 at 3:26 PM
Assigning a Certificate to an engineer
Overview electraform has a feature to allow you to assign certificates to other engineers, meaning they only have access to the certificate issued to them...
Thu, 15 Aug, 2019 at 3:30 PM