EDIS USER GUIDE - Electrical Certificates Software
Contents
1. EDIS USER GUIDE EDIS USER GUIDE EDIS Dash Board amp User Permissions EDIS is the Electrical Distribution Information System www electrical certificates co uk EDIS USER GUIDE After reading this document you should be able to e Understand the EDIS Dash Board e Understand EDIS User roles Contents After reading this document you should be able tote cee eeeeeeseeeseeeeneeeeeeeceaeeeeaeeesaeeenaeersnecenaeensaeeeaees 2 1 Login and select an estate and building 2 0 eee eeenceeeeeeeeneeeeaeeesneceeaeessneeeaeessaeeeaeeesaeeesaeeseneeesaees 3 USER PERMISSIONS estoient aaa aeie ea a ltd aa a aaia a aa 3 SECTION l Search Buildings 2cciiiss ccsecdacatssses casceaezeaisheveseecatansdocetaeshesads EE E S E A E EE 4 SECTION2 Request Building permissions eceeseeeeseeeseceseeceseeceeecesceceeeeceseeeseaeessneeenaeesseeeaees 4 SECTION 3 B ilding details sisisi onreine el Se a A a ea eaae ER aE 4 SECTION 4 Current building permissions 00 0 0 ee ee eeseeseeseesceeseeeseeeaeeeesacecaeesaeseaeeeaeesseessesseeeeeeaes 4 SECTION 4 Request new estate c s cccccssceiscevsausttossesecussenssaosseosceevseuuseseescbevaseonisvedssunestapeauavtaestnesens 5 INO Xt StEPSisesadectdevies ctsscete clues Sveectacsde iuuevang a E da rivesins daaduedscd dieu dbatade Livesdes eeusbens euneeey thant naueeeys 5 EDIS TRAINING 1 Login and select an estate and building 1 Enter the site www electricalcertificates c2. name EDIS USER GUIDE_DashBoard 16July2015 docx EDIS TRAINING ES Electrical Supervisor Authorises Condition Reports and New Installation certificates CN Contractor Creates edits and completes certificates certifies certificates DA Data Administrator Can capture board and certificate data cannot complete certificates DE Designer Can certify New Installation certificates SECTION 1 Search Buildings If the estate has many buildings the building search feature can reduce the number of buildings this allows you to easily find the building you require If the building name is highlighted you have access to the building SECTION2 Request Building permissions The building selected is shown at the top of the browser page If the building name is not highlighted then you do not have access to the building If you do not have building access you will need to request building access build202 4 res cn DA 0E This is done by clicking on the icons next to the building if you click the icon an email will be sent to the Building Administrator and they will approve your request Electrical Supervisor Authorises Condition Reports and New Installation ES certificates CN Contractor Creates edits and completes certificates certifies certificates DA Data Administrator Can capture board and certificate data cannot complete certificates DE Designer Can certify New Installation certifica
3. o uk and log in 2 Choose the required Estate from a list of available 3 Select a Building from the list below After selecting a building the dash board page is displayed Building that has been selected Contact System Admin Site Administration Supply Details Distribution Network Boards Certificates Action Required Documents Manage a Select Building amp User 202 Wu Curent Roles amp ESTATES Building Build202 2 Name ea J ev ba Jes cn gt Estate 202 v Address Build202 1 a Build20121 b Request Estate Visibility Build202 1 c Register New Estate H BUILDINGS Build202 P Number 7 of Floors Building 8 0 Area Description of Premises foes Clear Search A New Building boa Building Administrators EE Edis user edisuser203 gmail com Build202 1 Ho Wae gt 2a J DE three eee User 202 edisuser202 gmail com Build202 3 es cn Edis User edisuser201 gmail com Ica 201 build202 4 Es f cn 2a oE build202 5 Jes cn Ica Building 202 Es f cn Ba Figure 1 EDIS Dashboard page USER PERMISSIONS SA Systems Admin Approves estate creation EA Estate Admin Approves requests for BA permissions BA Building Admin Creates and manages the buildings and approves building access requests EV Estate Visibility Estate visibility is requested by a user this allows the user to see but not access building in the estate Page 3 5 Save Date 16 07 2015 File
4. tes SECTION 3 Building details The Middle section shows the building address and the building administrators building administrators can be asked to provide building access and permissions SECTION 4 Current building permissions After selecting a building from the building list you will see the permissions you have on the top right hand side of the page If you do not have access to an estate you can request estate visibility an email will be sent to the building administrator and they will approve deny the request Page 4 5 Save Date 16 07 2015 File name EDIS USER GUIDE_DashBoard 16July2015 docx EDIS TRAINING SECTION 4 Request new estate If you require a new estate you can request a new estate an email will be sent to the System Administrator and they will approve deny the request Next steps Login at www electricalcertificates co uk Page 5 5 Save Date 16 07 2015 File name EDIS USER GUIDE_DashBoard 16July2015 docx
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