User Guide - Plan Assessor
Contents
1. Job Details Job details Assessor name Mr P H 5 Dwelling URN aL Assessor number 123 Floors Version 3 Seide Ws E Description water to water electric rads Development G Walls House type Roots os Created 10 May 2012 penings A t detail Last modified 27 March 2014 Thermal Bridging Dwelling category New build Address Ventilation Status As Built Final Flat letter no Space Heating Block house name 2L bike Water Heating House plot no Date issued P Renewables Street RRM 2 Other Locality FREN 1 Town Doncaster UPRM gt Results County C Register address Postcode DAT LU these address fields fat least one of flat letterno block house name or house blot no are required for address matching Connected to heat pump XML import on localhoast planassessar6 ci DER 17 95 TER 32 10 variance 44 08 England Average HLP 1 84 TEA 183 05 SAP 87 29 B El 88 00 B Overall X DFEE 81 10 TFEE 65 40 variance 24 01 Individual records The traditional interface is the primary data entry method but can only display and edit a single record at a time Therefore some features on the icon bar have been amended Access to Custom fields and also access to the Administration screens has also been added We have tried to keep the overall look and feel of Plan Assessor data entry screens the same and the familiar traffic lights and data entry process remain Notes This feature enables you to add notes to your individ2. The database will then be imported into version 6 1 The name of the database will be suffixed with 6 1 laa Server 93 Database Filter by Reference tattectene Ye ease oan rears Ca tt Cn E cine a a Condensing boilers Database archiving It is possible to archive a database This means that it will be hidden from the main Select Database screen This is useful if you work with a large number of databases when you are finished with a database you can Archive it and remove it from the Select Database screen The options for Archiving appear under the Database menu lai Database Import 5 5 x SQL Database Open e You can Archive a database by clicking Archive Selected Database New Delete e To Unarchive a database click Unarchive Selected Database Change Project Folder Clear Project Folder e To view your Archived databases click Show Archived Databases Backup Archiving a database will not delete or automatically backup the database Restore Archive Selected Database Unarchive Selected Database PA 6 1 User Guide O NHER SAVA Creating a new Database Click New in the lower left to create a blank new database To add or modify assessors click the Admin button New O Create a new Plan Assessor database on this server Connected to server localhost planassessor6 O NHER Plan Amessor CREATE DATABASE It is also recommended that a brief Create
3. NHER _SSAVA User Guide NHER Plan Assessor Version 6 1 This User guide gives step by step instructions on how to use the new features in Plan Assessor 6 1 Welcome to Plan Assessor GO sits sacscsnscaenccnnczstcinsatescicastencsccnntscteanbcenaaaninncseatatsaxeeiisanentsbeaearoeaenacieannasaeneeremen 2 Datapase Lisbonne e aE eee ee ee ee eee ee 2 PETINE aiae ecto asec cv sis seta A A E wae Se nar AEA A teu cea adsnneeatsanceaudeceetateeuceadeareeetaerens 2 4 2 191 y a E mn ee eee nC nO Rn mr a EET en a nT er enn ee enn ree eee eee ree 3 Oa a DI ees sec E EE E ca ca tases EEEE case yc tassea tesa caso dances eaten cua tesaee4a EEE E EES 3 PCP sarcitesiesencinsecesyavawsasusiccsseausinacacisunceeaavsinaesa avsiseeddewnaesasiacuaaaauioadareutocuadeunesosgucnesusdseuiaussaet youu tenes ossaescavadayauesactcasconunacceueneaasauees 3 Backup and restol eerren A NE AEEA EAR E A EA EEEE 3 imporre r pee tem ee Eo DISE on E EE N N E een nea eee 4 VA Als SA Cl VU E E E ten aet ue E E EEEE EEE EE OE EEEE ENEE 5 Creating a new Database ssesesecsssesecscsssececsosesececscsesesecsosesececsoseseceososesececsoseseseososeseceoseseseceosesesececseseseceoseseseceoseseseceoee 6 AOMIN SEE ON OD ON S ee a 6 EE EIE 0 EM Meee A Tat EN E E E EA E E E O A nT eT A T NA A T O A Ty A EE 7 Ced EN N a E E A E E AE EA A EAE E A EE 7 EONO a A A EE A A A EE E AE E E AA A A EA 7 DOC VOI O oaa E A O A S EAEE E EEE AAE EEE EA 8 Clients and Development S ss
4. say to better filter a previous workers jobs set the Show inactive Assessors field to Yes Inactive Assessor will be in italics Highlight and then click Re activate to enable them to be used again Clients and Developments All the above features for Assessors are available for the other options in Administration screen tabs e g Clients and Developments Custom Fields Custom Fields are additional fields that you as the user can create to match your own working practices For example you may have a job reference that you want to store within each URN PA 6 1 User Guide oO NHER SSAVA Company Logo on report It is now possible to put your company logo onto the reports produced from Plan Assessor 6 You have the choice of choosing a local logo stored on your PC or a shared logo which can be used by all assessors accessing the server The size of the logo should be 400px by 100px and can be adjusted by double clicking on the logo once selected There are various zooming options which can be chosen to help you edit the logo Note if the area selected isn t 400px by 100px then the logo may appear stretched or squashed Introducing the Records Screen The Records screen or Record Manager is the first screen to appear once a database has been loaded ec RECORDS N lt onnected to Quiz for version 5 5 on localhost PLANASSESSOF tas records in the database 4 records in the view 1 recor
5. Guide NHER _SSAVA ets wy j oe T Ege i 2 2 A DA EAR a r R te A JA AR RE A f TER TE TAZ H FANN Di O NHER Plan Assessor l a 3 Otherwise option 3 will create an empty group To illustrate the first example Heading Quick Find lt F Add new heading Firstly create an empty group called Plummer Court and assign the heading Quick Find Group name Plummer Court Add records in current view to group 10 records Add selected records to group 1 records Create empty group to the Group to do this use the Filter ribbon Next choose the records which you want to add Use the keyboard and mouse to select the records that you want to include Press F1 for help Create _ Cancel You can then drag and drop your selection and place it into the Unassigned Group Alternatively you can click Group on the menu bar and select Copy to Group this will allow the records to be accessed from ALL and the Group created You now have two ways of accessing the Plummer Court records either by using filters on ALL or by clicking on the Group Filters display newly created records automatically whereas Groups are fixed i e any additions will need to be manually added Example Two Workflow management To control the workflow on a set of jobs you can select the heading to organise the project and then individual group names under the headings to create sub categories In our example the Heading i
6. an empty Plan Assessor database on the following SQL server quick search Reference is also used If Database Information none Acres rae Enter the Name of the database databases already exist the Ref reee Ei dropdown will display References that Description have already been used SS OES onger Description can also be use Version P j Created on to help differentiate databases C o Cc between projects Once the database has been created it will appear in the Database List on the Welcome screen Administration options Having control over Assessors developments clients and custom fields has never ee i been easier with an updated Administration area T The Administration screen can be reached from the Server drop down on the Admin Welcome screen the Admin button in the lower right or by clicking Admin when within Record Manager see later section of the user guide CT sii S In an individual Record the individual soe eet PLOII 1 administration pages canbe reached using ient name OO the s adjacent to the Assessor Client and Development 0O pE Development fields on the Job Details House type Po screen PA 6 1 User Guide NHER SAVA Assessors An assessor is important as it is the log in used to access Plan Assessor In future versions more security may be added making the Assessor an even more important feature For now it contains all the relevant details that appear on the Build
7. from the Group you drop the record into a h E ENA ASR Bon nena Move is displayed unde cursor Hold down the key at this point to Cop tween groups under th same heading H GROUPS 3 Filter Assessor is Mr Test Person searen S Export di Upload EPC E Status Repe MC eee Seon art a Flat3 Plummer s jpe draft i C rasoumner fi foeon aan plumnm Flat6Plummer Design draft a Frwammmer 1 ossoa raseumme 1 oesign aan Removing records from a group If you choose to delete a record it will permanently be removed from your aati O Lalana Or La rt PL ASSESSOR 13 records in the database 10 records in the view 1 record selected NHER _SSAVA Pea A Fa Yv pi database Note that removing the shortcut to a record from a Group is not the same as deleting To remove a record from a Group highlight the associated records then drag them to the bottom of the Groups panel You should see a trash icon appear The records will no longer be accessible from the group but will still be accessible from ALL and other Groups as appropriate Conclusion Using the Groups tool in NHER Plan Assessor can give you a flexible and efficient way to administer your records Used in conjunction with Filters this feature can assist in organising and searching for your data which you can customise to fit your own requirements Toolbar gt Export ul Upload B EPC E Status Re
8. AVA Gey KH Clicking Backup will prompt you to choose ie location that you wish the backup to be saved to By default it will point to the location of your Project Folder but you can alter this by clicking Change When you click Start it will backup the database to a BAK file Clicking Restore will allow you to restore a BAK file into Plan Assessor As well as using the backup restore to secure your data it can be used to transfer databases between assessors in the same way that you could do with Access database files Importing a 5 5 SQL database Under the Database option you will find the option to Import a 5 5 x SQL Database Select an assessor and a database to start using Plan Assessor laa Server Database ee Tenon oeae last water sep 6 1 0 New databas New 6 1 0 Clicking this will launch the database importer You then have the option of searching your local computer for a SQL server or manually typing the address If you ask the importer to Search your local machine for instances of SQL then these will be displayed in the dropdown list The version 5 5 instance will usually be called PLANASSESSOR Once you have selected the instance name the list of databases will be populated in the table below You can then select the database s that you wish to bring across to version 6 1 then click mport PA 6 1 User Guide Import result 4 15 03 4 15 05 415 13 14 13 03 Imported from 5
9. E EEE EEEE dasoseusucsoue uw dacese EEEE AAEE EE EEEE 20 Plan Assessor and SQL Server 2008 R2 and advanced Server configuration ccscescsscesccnccsccsccsccnccnccnccnccsccnccscecescescenss 21 sal Server 2008 RZ caress A A A EEEE ESEON EEES ETENEE di Te 21 Advanced Server Configuration sicrsiiscrcnericsrdreikereriireada inrer a a aen aN ENNEN KEENE ASNE EEA AEE NEI ENCEN 21 configuring ad server Jor nel Work ACCESS secon scsccvarsatcsvetaancsuesiandiecnsanddncnacivie siaeneiantiaudiudescariennscinisoiacuniursientindaseeriunneurieeaies 22 PA 6 1 User Guide NHER SSAVA User Guide Welcome to Plan Assessor 6 1 Plan Assessor 6 1 incorporates the changes to SAP2012 Part L 2013 England and Part L 2014 Wales as well as introducing a number of new features to increase the usability of the software In December 2012 Plan Assessor changed from using Microsoft Access to use Microsoft SQL server to store your records This guide also contains some of the new features that were introduced as a result of this change Individual database files are now managed by the SQL Server implementation so Plan Assessor connects to this server automatically and then displays the list of databases that are being managed In most cases the SQL Server will be on a users individual PC and no further considerations need to be made Database List The first updated screen is the Welcome screen There shows a list of all of your Plan Assessor 6 0 datab
10. EA SS SA ae A f Lon i A S14 AREA Use this feature to view certain data entry areas of your records to compare and contrast results or check different aspects for a specific set or records Batch Update Once in a view Records can be highlighted and then a particular field in that view can be updated or a template for that data entry set can be applied Please see the helpfile for further information on Batch updating Mass updates Plan Assessor 6 0 now includes Batch Update to floors after popular demand It also streamlines the process and provides more diagnosis information to ensure only the correct records are updated Delete Records Plan Assessor 6 0 allows multiple records to be deleted at the same time Simply highlight the required records and press Delete A confirmation message will appear NHER Plan Assessor Se _ lm Plan Assessor requires you to confirm this action Are you sure you want to delete 2 record s from this database Please note there is currently no undo function so it is highly recommended that you backup your data before performing any delete operations Type yes in the box to confirm fo Confirm Cancel To proceed with the delete process the word yes must be typed into the box to confirm that the process is actually wanted This type of extra security is being used more frequently to allow more powerful features to be included yet maintain data integrity or re
11. ases Databases are no longer managed outside of Plan Assessor and so individual Access files do not need to be placed in any specific folder NB The SQL databases do still have a physical location and that location can be updated using SQL Server Management Studio However doing this could affect some of the new features and so it is not recommended Filtering A quick filterable Reference can be assigned to a database It is recommended that a small quick Ref is used to help organise similar databases together Use of an assessor name a developer or the year the database is associated with are all tested methods but what you select can be down to individual workflow Use the dropdown on the right to filter a particular database set Only those with a particular reference will be displayed W OME Select an assessor and a database to start using Plan Assessor Ms Jane Doe Connect Server a Database Filter by Reference Test Database A database to show importing 5 4 2 05 10 2019 PA 6 1 User Guide NHER e SAVA Project folder This allows you to link a database to a location on a hard disk drive or network so that you can relate your database to relevant documents e g architects plans specification You can specify the location from the Welcome Select Database screen choose the Database drop down menu and go to Change Project Folder The location you choose will be
12. c sat ce ac sect essa cane EN N N O S 8 UTON EE EE ENE EE E AAE E E A A EE ANO 8 COMP AN LOR O ON FADO I kroniek n E E E AR 9 introducing the Records Screen scccscccccccscctscccccecccccscccccscenctscececeteansdecdcceteacssccsccedoansdasecdeteantonecccetecnsoecteceteuntonetccetenessesnccetes 9 PIONU ene E A cha honsan este aunt niaasseuniesoscssameanuiaeeeceas 10 MOOI IO Ge ace ess et venc ea dace csiea kt seas ectteetaseee A E E A saat esas 10 OUI restate E A er aed esate cock ca Spd areca aed me ea ee ceca es eae ma atte a se E cata pte cae ea onan ade do A A uae 11 NC eane hea es genset eae a ee ote ac ernst OE EAEE AEE atone ste w oa Pues getdate at eaten ord ein EAE E AA 11 PU areata E aes eva cesses oi ss ace atte coe aoa ences ay eau seg acasae gees aneoeas A oats ae 11 CIPO eaa E E E dead soetmranubasavasoncsausoutecedasacsnacaeaca savas noewereq ute saree ane EEE E EE A AE 12 TOOIDAL arerioen inienn a aaa ER Ea aana 15 TOE O E T A E A au A A E A EA AA 17 Database Mf ormat Menec EE ENEE EE N 18 Custom HIG GS wtarcsxncscccnntccnsccasncatiennssansavecnaren tecaenispessanseazescanaasea cetseneacies ness iee nie covaaneecossanes bestesnaseconapaeneseinasasnctseenecieeneed 18 Dab ar Ory SEE S a 18 MAGI WA PE COR AS ernea e a seasauua lt easeudadieratanduainddssucotsencrevacdecsacendes 19 INS castro as ci nc panies ecu ap acacia pain ecto gat os en cna nac eden bak as bee E eae aes acunaneaeipaat ees 19 Upa wed TVS AN ec ec sic cde nee ee Sect E
13. con bar gives quick access to some features using clear icons to symbolise their functions SZBae eoeoe Open Layout Mode Admin Select PCDF Balance NES one News From left to right the functions are e Create new record e Open currently highlighted record e new Toggle between batch and classic layout e new Toggle between Records and Templates e new Edit Administration settings e new Select a different database e new Update the PCDF e new Check NES one balance PA 6 1 User Guide NHER SAVA e Direct link to NES one e Plan Assessor News Page All these features are also available from the Menu bar under the different headings for example Balance is under File Check Balance Layout This button Changes the main record manager page to a classic view This removes the batch processing toolbar and the groups pane This can make it easier to find records and is a more traditional view comparable to previous Plan Assessor versions Open screen Mode This switches to template mode Here you can view create edit and organise templates Please see the Template section in the helpfile for further information Filters Filter Client is National Energy Services 43 Town islike Doncaster URN islike amp 43 ap To add a filter press the To remove the filter click X To edit a filter double click on the filter text It s possible to add an automatic filter based on the asses
14. cords if buttons are accidently pressed The Grid The records grid is a very powerful feature of Plan Assessor 6 0 Not only is it the primary display of records within the database you can also use it to quickly retrieve data about a selected record In future more information may be added between the Views on the grid to provide a detailed overview of each record without the need to open an individual record The URN and Version Vrs will also stay fixed to the left of the screen when scrolling to see data items on the far right This makes it easier to identify which Results match which record PA 6 1 User Guide Records with incomplete data are now displayed with a Red traffic light dot on the far left replacing the Red highlight of the record information from previous versions Currently the information displayed in Standard view on the Grid is URN version Status Description Address identifier Street Town and Postcode Development Client House Type Assessor Modified Date record was Last Modified EPC RRN PRRN DER TER Floor Area TFA Regs checks C1 pass fail and Overall pass fail DFEE TFEE and the air permeability rate The Grid also acts as a quick way to save information For a given set of highlighted records if you press Ctrl c hold Ctrl and then press c then
15. creen while connecting to the SQL Server 2008 R2 instance named PLANASSESSOR6 NHER Plan Assesso NHER Plan Assessor TRIAL Attempting to connect to server localhost SQLExpress If this server is not the correct one then a different one can be specified This should only be used if a networked instance of a Plan Assessor database has already been set up and all administration has been carried out Unable to connect to server localhost SQLExpress please select an alternative Server Address Press Fi for help Advanced Server Configuration e Advanced allows a username and password to be used this will be set by a system DB admin person e Security mode allows DB admin to further lock down system For example require a password to create new databases PA 6 1 User Guide NHER 9 2AVA e Not necessary for normal members Will nedi to aie IT DB knowledge for example ensuring that DB has remote access enabled Configuring a server for network access Please contact Technical Support for information on how to set up an SQL Server 2008 instance for network connections It is recommended that in this version networked solutions are only used in situations where there is a dedicated IT management team PA 6 1 User Guide
16. d se O There are 7 basic areas to the screen top to bottom 1 The menu bar Icon bar Filters Groups Quick Toolbar Records Grid Database information oe a E aE PA 6 1 User Guide NHER _SSAVA The main parts of the Screen are a the Grid that displays an overview of the records b the filters and c Groups which help to organise your records Further information on Groups can be found in the Groups user guide Groups are a more flexible version of the Projects feature in previous versions of Plan Assessor Menu Bar The Menu bar has been updated to ensure that all functionality available in the icon bar tool bar and groups can be access from the menu bar Fle Application View Reports Group Help It also includes some features associated with an individual record For example you can view a report for a record without loading the record into the traditional Plan Assessor individual record interface e Highlight a record e Go to Reports on the Menu bar e Select a Report e Save or print the report e Close the report Another record can be highlighted and a new report generated without reloading the record More importantly you can issue an EPC or address match on an individual record without opening it The File menu contains many commands such as issue EPC Save as new version and Export to XML These actions are only available with a single record highlighted in the Grid Icon bar The i
17. dmin the area on the left hand side of Mr Ti the Records screen which shows Filter Assessor is est Person lt 3 the GROUPS options that are li 9 Export i Upload 0 EPC A Status R available URN Wes __ Status 3 became 1 beson aan Groups have two aspects i e a i Unassigned Flati Plummer Design draft Heading Name anda Group amp Project Flat2Plummer 4 Design draft Name a heading can contain a i Design Final Flat3Plummer 1 Design draft number of separate groups W Unassigned Flat4Plummer 4 Design draft g Quick Find FlatSPlummer 4 Design draft Using the plus button in the top amp Plummer Court Phas FiatePlummer l3 Design draft left you can create a heading and amp Plummer Court Phas Flat7Plummer li Design draft the first group gt FlatePlummer 4 Design draft within this heading Flat9Plummer 4 Design draft Plot 3 Brick Lane 3 as built draft Now you have three options Key Plot 4 Brick Lan 4 As built draft ALL is the top level heading rT ToT rE A OOE Tes F 1 If you want to add all the records displayed in the view to the group which you are going to create then option 1 can be used Brick lane is one of 3 headings Design Final and Unassigned are groups within Project 2 If you already have a set of records selected and would like to add only the selected records to the group then option 2 can be used PA 6 1 User
18. ing Regulation Analysis output NHER Plan Assessor Custom Fields Company Logo Mir P H 123 Nir P H BN eign MANAGE Show inactive assessors Press Fi for help Create new Each page has a Create button Click this to add a new item For an Assessor you then need to enter Assessor Number Using the last 4 digits of your NHER number or as it appears on your license key is recommended Title First name and Surname First name Surname Full name Editing Editing can either be done directly from the Administration screen by second clicking Click once to highlight the Assessor and then click a second time on a particular field to edit the text in this field If more control is required then use the Edit button PA 6 1 User Guide NHER SAVA Deactivating When an assessor is no longer needed then it can be deactivated This could be because the Assessor leaves the company or the details are no longer required to be displayed Rather than deleting the Assessor which would make any details in a record become blank the Assessor is deactivated This means they will no longer be available to select as an Assessor to assign to a job or log in with However the name of the Assessor will remain within the Records until changed to a different Assessor NHER Plan Assessor Assessors Clients Developments Custom Fields Company Logo Mr F H a If you de activate an Assessor and want to re enable
19. ports Views standard J Batch Update 3 Delete records s Icons and dropdowns allow functions to be carried out on single or a set of highlighted records from the Grid There are 7 main functional areas on the toolbar from left to right Export Export provides 2 options to export the key Results to a spreadsheet or export the XML this function is the same as going to File menu then export If multiple records are selected then all selected Records results will be output to a spreadsheet The Spreadsheet has been updated to decrease allowance on Microsoft Office and so now the default format is CSV rather than Excel CSV is completely compatible with Excel Upload This Uploads reports associated to a record to NES one The selection of reports that are wanted to be uploaded can be picked from the checkbox options PA 6 1 User Guide gt NHER SAVA oO NHER Plan Assessor UPLOAD REPORTIS Welcome to the report upload wizard This wizard will allow you to batch lodge reports to NES one Reports Please select any additional reports you want to upload Building Regulations Compliance Reports _ Building Regs Cover page Building Regs Proposed Dwelling DER L Building Regs Notional Dwelling TER LI E L Energy Performance Certificate EPC DFEE Worksheet TFEE Worksheet Predicted Frarcw Acceaccmant IDFA Select All Clear All ok Canel A spreadsheet is then presented with
20. release both the contents of the highlighted records will be copied to the clipboard Using Ctrl v or paste in a spreadsheet will dump the information contained in the current view Database Information The lower portion of the screen contains useful information about the current database connected to which server you are connected to and also the number of records therein l Connected to APPROVAL DB on localhost PLANASSESSOR 165 records in the database 165 records in the view 1 record selected It also confirms the number of records in the particular view useful after applying a filter and how many are currently highlighted or selected The Filters example contains use of the database information panel Custom Fields Custom fields allow users to specify fields to store data against in the database These extra fields can be filtered upon and can provide extra workflow options or referring to other items this enables less information to be stored in the Description for example Data entry screens The original Plan Assessor interface has been updated to include new functionality It has also been streamlined with the introduction of the Records screen PA 6 1 User Guide f j O NHER SAVA W O NHER Plan Assessor 2L v3 er Record Building Regulations Reports Help 2L Doncaster DM1 1LU D gt seer t s 3 fe g g A Ye Records Clase Save Draft Regs Errors Custom Projects Motes
21. s Plummer Court and the default Unassigned Group name was used Again you will need to place the relevant records into the Group one way of selecting records is to hold down the Ctrl key and then click to highlight just the required records Remember you will need to have the ALL Group option selected to see all your records gt GROUPS Fiter Assessor is MrTest Person Development is Plummer Cour search L gt Export i Upload a EPC o Status Reports Views standard f J ye ALL URN ws it House Type Assessor brick tane FistlOPiummer i Ider Mid Garage Mr Test Person Xk Unassigned Flat Piummer 1 GE Mid MrTestPerson amp Phunmer Coast _Flat2Piummer 1 Jder GF End handed Mr Test Person W EPC Fiat3Piummer i Ider Mid Mid handed Mr Test Person Unassigned Flat4Plummer 1 der Mid End Mr Test Person Quick Find FiatSPiummert 1 der Mid Mid Mr Test Person amp Plummer Court Fiat6Piummer i Ider Top Mid Mr Test Person Flat Plummer 1 Ider Top End Mr Test Person Fist8Piummer i Ider Top End handed Mr Test Person Piu 1 e GF End MeTest Person Ce Pee eee eee The Plummer Court Unassigned Group now contains all relevant properties If for example the client asks for EPCs for the ground floor flats and provides confirmation of air pressure tests for those flats only you may want to separate out those records You can start this process by creating a second Group Highlight
22. sor selected from the Select Database screen This can be useful if multiple assessors are accessing the same database You can enable this feature in Options via the Applications menu Oo NHER Plan Assessor OPTIONS Traffic light style Single light Thermal bridges Auto populate sills jambs lintels Records filter Automatically apply assessor filter OK Cancel PA 6 1 User Guide NHER SAVA Groups The Groups facility in NHER Plan Assessor is a useful tool to organise your records within NHER Plan Assessor This article shows two examples of how records can be organised using Groups to effectively manage sets of records and to perform actions on the organised groups Example one organise a number of records into manageable chunks or group similar records for quick access to view or edit Example two use as workflow management to separate records that are at different stages in the development process Groups can be used in different ways however basically they are folders containing shortcuts for a selection of records Please be aware that if you choose to delete a record whether it is contained in a group or otherwise it will be deleted Example One Organising gt NE Records File Application View Reports Group Help First you will need to create a RECO RDS group and in order to do this load the Records screen and use O NHER da oO re By Set New Open Layout Mode A
23. the Heading Plummer Court and then click the green plus button The heading field will be auto filled and you can name the new Group EPC PA 6 1 User Guide NHER SAVA Then drag the highlighted records that you want to produce an EPC for to the newly created Group called EPC This time the drag and drop action will move the shortcuts of the records from the Unassigned group to the EPC Group O Add selected records to group 1 records C Create empty group As you perform the drag and drop a Move icon will appear underneath the mouse This means that Press F1 for help Create Cancel those records will no longer be accessible using Unassigned Group but you will be able to access them from EPC Group instead The EPC Group will now display the three highlighted records while the Unassigned Group will only display the seven records that you did not move If the Group you are dragging to is under the same heading and you hold the Ctrl key while dragging and dropping this will change the icon under the mouse to display Copy and will allow the record to still be accessible from both Groups If the Group you are dragging to is under another heading the record will be accessible from both Groups unless you hold down the Ctrl key In this case the Copy icon under the mouse will change to Move and the record will only be accessible
24. the URL web links to the particular file types EPC This will produce an EPC for all As built final records highlighted In previous versions records needed to be strictly organised into Projects and Batches to create an EPC now simply highlight the required files and click the EPC button to generate a set of EPCs Status This button will allow you to change status of a set of highlighted records It will increment the status of all the highlighted records by one i e as built draft to as built final design final to as built draft If more control is required only a single selected status can be made using the checkboxes Reports From here a set of Reports can be saved to a folder on the computer for a given set of highlighted records Much like the Upload feature the selected reports can be picked and these are then saved to a set location ready to email on or for record keeping gt Export i Upload 2 EPC E Status Reports Views standard Batch Update Delete records s Multiple compliance reports for both Building Regulations multiple compliance and Code for Sustainable homes are also available from here Views Views change the Grid to display different information about the records onscreen This feature has now been extended to make it easier to view data entry for a set of Records Previously this was heavily tied to Batch updating PA 6 1 User Guide NHER _SSAVA P y rap Pete O Ve
25. ual records As well as adding your own notes automatic notes are added when batch updates are performed against the records A notification appears on the notes icon to show you how many notes have been made against the record Motes PA 6 1 User Guide NHER 2AVA j y f i gt f F Vi Ti mee ee ANN bey Shee Os 4 Awe i SORE NDN a IERRA Updated Menu bar One area that has been updated is the Menu bar Options for the Application have been moved to the Records screen see previous sections and Templates have a much better interface accessed from the main Records screen Options that were not previously available have been removed meaning that only usable features have been left The file menu has been renamed Record and now contains functions applicable to that single record This should help to speed up performing certain tasks that would have normally required the record to be closed anyway Closing the record now presents the Records screen rather than a blank interface PA 6 1 User Guide NHER SAVA _ rm MERES i Plan Assessor and SQL Server 2008 R2 and advanced server configuration Plan Assessor 6 0 uses a local version of SQL Server 2008 R2 This means that it runs in the background on a user s normal PC laptop Advanced configurations can be made to connect to a networked server or an already created local or networked SQL server instance SQL Server 2008 R2 New splash s
26. used as the starting point for operations within Plan Assessor such as Import amp Export Save PDFs Backups etc The folder will have the same location for everyone who connects to that database SHER Plan Assessor 5 5 3 29 Browse For Folder WELCOME eee Select an assessor and a database to stagit E E SmartBook Export Fi il E G SMT Documents Mr Michael Bigsap F E on cy EST Server Database E E Latest installs l Filter by Referer E Licence Fie Creator Cy MDAC 2 7 SPI E C NHER SecurtyManager r Database Na Import Acess Database The f Open 4 New 12528 TAMIGS poroval Mas l ON Make New Folder O k Cancel Change Project Folder 553000 Demo TihotthwareyPlan Assessor Clear Project Folder 55000 Support Backup J Projects Plan Assessorversion 3 5 34 Restore Opening Databases To open a database highlight the particular database Ensure that an assessor is selected then either double click the database or click open in the top right PCDF The Products Characteristics Database file PCDF can be updated directly from the Welcome Screen via the Server dropdown Other features on these menus allow you to change the currently connected server and to access the Admin screens Backup and restore You can backup your database via the Database menu on the Select Database screen Here you will find 2 options Backup and Restore PA 6 1 User Guide NHER 9 S
Download Pdf Manuals
Related Search