Sending Templates To Field Users
You can send pre-created templates to your engineers using Clik Testing (Field), so they can use them when working onsite. There are a couple of ways to do this.
These processes will need to be completed in the main NICEIC Cert Software database.
From The Staff Screen
The first way is on the staff screen. Go to View > Staff.
Select the engineer from the left-hand side list. Then, go to the ‘Field User Data’ tab and navigate to ‘Templates‘ and click ‘Add’.
Select the templates and click ‘Okay’.
When you have made the relevant changes, you will then need to click ‘Save’ in the top right to ensure the templates are synced to the engineer.
From The Templates List
To send individual templates to field users, go to the ‘Templates’ tab and right-click on the template you want to send.
Then go to ‘Send To’ and select the field user. You can also choose to send to all by selecting ‘Send To All Available Engineers’.
You can then perform a manual sync by clicking on the ‘Sync’ button at the top right of the ‘Certificates’ tab.