Sending Certs to Field Users
If you want your engineers to work on certificates on the go using the Clik Cert (Field) apps, you can select and send certs that have already been worked on from the office software.
There are a couple of ways to send existing certs to field users.
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 license.
If you have 11 or more field engineers, you can search for an engineer’s name to find them when sending a cert.
When hovering over the ‘Send to’ option, type in the engineer’s name in the filter field and click the engineer to send the cert.
The Staff Screen
The second method can be completed on the ‘Staff‘ screen.
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 selected user, they might not be marked as a Field User. Make sure to tick the ‘Engineer‘ box under the ‘Details‘ tab and go to Options > Grant Field Mode Licence.
See the full steps for setting up new field users here.
Select the certificate(s) and click ‘Okay’.
When the certs have been added, you will then need to click ‘Save’ in the top right, to ensure the changes are synced to the cloud.
The field user will then be able to download these certs in the Clik Cert (Field) apps.
You will be able to view the list of certs you have sent to field users by selecting ‘Sent‘ at the top of the cert list screen.