Applying Templates to Certs on iOS/Android
The office can send out templates to engineers to use on-the-go on the Clik Cert Electrical apps to make it even easier to fill in certs whilst onsite.
The screenshots in this guide are taken from an iOS tablet so images/icons may differ in the Android version.
First, make sure the office has sent over the selected templates for the engineer to use or create a new template on the app.
Select the menu icon in the top right and select ‘Templates‘ in the sidebar.
From here, select the template you wish to use.
This will then open the template. Here, tap on the three dots in the top right and select ‘Create Cert From Template’.
This will then successfully create a new cert with the relevant details specified in the template.
You can then go to the ‘Cert List‘ to view the new cert.
The defaults will already be in place, you just need to fill out the rest of the cert as usual, save and close.