Sending Existing Certs to Field Users

If you want your engineers to work on certs on-the-go using Clik Cert Electrical, you can send certs from the office software.

There are a couple of ways to send existing certs to field users.

You will need to complete these processes in the main NICEIC Cert Software database.

From The Cert List

This first method will show you how to send one cert from the main cert list.

In the ‘Certificate‘ tab, find the cert you would like to send in the list. Right-click on the cert field and go to ‘Send To‘ and select the field user from the list.

If the specific user is not shown in the list you might need to grant the user access to a field licence.

From The Staff Screen

You can complete the second method in the ‘Staff‘ module.

First, go to View > Staff.

Select the engineer from the left-hand side list. Then, go to the ‘Field User Data’ tab and navigate to ‘Certificates’ and click ‘Add’.

If the ‘Field User Data‘ tab is not visible for the user, they might not be a field user. Make sure to tick the ‘Engineer‘ box under the ‘Details‘ tab and go to Options > Grant Field Licence.

See the full steps for setting up new field mode users here.

Select the cert(s) and click ‘Okay’.

After adding the certs, you will then need to click ‘Save’ in the top right, to sync the changes to the cloud.

The field user will then be able to download these certificates on Clik Cert Electrical.

You will be able to view the list of certs you have sent to field users by selecting ‘Sent Certs‘ from the drop-down in the top left of the screen.