Whether you’ve been using it for years or days, learning some tips and tricks can help speed up the process of filling out gas certificates even more. We’ll go through a few of our favourite tips and tricks for using our certification software, Clik Cert.
What is Clik Cert?
New to Clik? Heard of Clik Cert but not sure what it can do?
Clik Cert is certification software that takes your paper certificates digital. It’s the place where you can fill out, complete and store all your certificates all in one place. From property owner gas safety forms to risk assessments for oil storage, the software gives you access to all the certificates you need. If you can’t find the certificate you need, our template team can build bespoke ones with a huge range of possible functionality.
Take your certification to the next level with Clik Cert and the shared database solution. You can connect with Clik Service to link job sheets with certificates and collate customer details into one shared CRM (customer relationship management).
Clik Cert Tips and Tricks
There is so much more to certification than first meets the eye. If you’ve just started using Clik Cert and want a few tips to get the most out of the software, check out these:
- Copy details from existing certificates
- Filter and export certificate lists
- Adjust list views
- Create multiple certs
- Customise your file names
- Fill out bespoke certificates
- Action recently edited certificates
- Link job sheets to certificates
Copy details from existing certificates
Filling out certificate details can take a lot of time. With repeat work or planned maintenance jobs, you can speed up the process by utilising certificate templates. These templates can not only save you time but can also set a standard of work for your engineers.
You can create a template from any of your existing certificates and categorise them to make them easy to organise. Once set up, you can then create new certificates from these templates to save you and your team from entering the same details over and over again.
The quickest way to create a template is to right-click on the certificate in the cert list and select ‘create template’. You can also do this with the certificate open by going to ‘tools’ and selecting ‘create template’.
You can find your full list of custom templates on the ‘templates’ screen. Here, select your template from the list and click on the ‘create cert’ button to create a new certificate using the selected template. You can then fill in the remainder of the details as usual.
If you wanted to create a certificate from a template of a different certificate type,
Templates can be used both in the office and onsite using the Clik Cert (Field) apps. You can send templates to your engineers using the certificate apps so they can fulfil the paperwork for the job quicker and more efficiently.
Filter and export certificate lists
There are a few ways you can export your data in Clik Cert to create reports on your work. One way will be to filter and export the main certificate list. You can select a specific timeframe and export the information you need to an Excel spreadsheet.
You can type in the filter box to find specific certificates If you click on the ‘user data range’ tick box, you can also filter by date, or select a month or year period with the buttons at the top of the cert list. Select the ‘show’ drop-down to change the type of certs that are displayed. This is how you can view any certificates you have voided or ones you have validated.
Once filtered, select ‘export list’ and find the location you want to save to. You will then have a copy of the data with your specified conditions so you can then generate tables/charts and report on the results.
Adjust list views
Most Clik products have a column chooser option available in lists so you can change the column headers. In Clik Cert, you can use this tool to add or remove certain columns to suit your business. Whether you want to view the client’s name, address or associated job numbers, you can arrange this with the column chooser.
To use the column chooser, right-click on the top banner of a list and select ‘show column chooser’. Then you can double-click or drag and drop the field you want to where you want it displayed. You’ll be able to move these around and adjust the width of each column until you are happy with the layout. This will then save automatically for your user when closing the software, so you don’t need to readjust it every time.
This makes it easy for you to find what you need easier, without having to open and close each certificate.
Create multiple certs
One of Clik Cert’s time-saving tools is the ability to create multiple certificates in one go.
To do this, go to the ‘tools’ menu at the top of the software and select ‘create multiple certs’. You’ll then be able to select which type of certificate, along with how many you want to create. If you have a pre-made template for that cert type, you can also apply this here. This option is a great way to quickly create multiple certs for planned maintenance work or for a contract schedule.
Customise your file names
The settings in Clik Cert have some useful tools that can help you to be more organised, without taking up too much time. One of those is the default file name tool. This allows you to set up custom file names for your Zips and PDFs when you export them from Clik Cert.
To set up your own default name parameters, first, go to ‘edit’ at the top of the program and select ‘settings’. From the settings window, select ‘PDF & Zip’ and here you can put build your default file names. Select the certificate tags you want to use on the left-hand side and rearrange the selected tags on the right-hand side. Once you’ve added all the tags you want, you can also add text in the file name format. Finally, you can view what the final result will look like in the preview at the bottom.
Fill out bespoke certificates
Clik Cert comes with a range of gas certificates readily available for you to fill in and complete. We’ll also be looking at adding more industry-standard certificates in the future. If there is a certificate missing from the software you want to get added, our template team can build them for you.
We can also alter the existing certificates if you need fields added or changed. This way, you get the right reports you need for every job. You’ll have unlimited access to your bespoke certificates across the office software and Clik Cert (Field) apps. This service is available upon request (charges apply).
Action recently edited certificates
The recent activity menu on the certificate list page has some handy tools that you can use to quickly make changes to certificates. You can find the recent activity list on the left-hand side of the certificate list. This is where you can view any certificates your user has recently edited or created.
There are a few different actions you can carry out using the recent activity menu. As an example, you can print a recently accessed certificate in just a few clicks with this handy tool. Right-click on the certificate you want to print then select ‘print’. You’ll then see the print preview screen, where you can save to PDF and print it as usual.
Using this feature can cut more long-winded steps out of your day-to-day work. It means you can quickly save, send or print a certificate without having to find it in your extensive list of certificates. If you do need to find it to open it, you can select ‘find in cert list’ to instantly find it without scrolling.
Link job sheets to certificates
With the shared database solution, you can link Clik Service with Clik Cert to bring your work together. Use one database for both programs to avoid any duplication and to keep your contacts organised. Once connected, you can also link job sheet numbers to your certificates, making your work better connected.
For more tips, tricks and step-by-step guides on using Clik Cert, check out our support site. Or get in touch with your account manager to discuss training options.