PATGuard 3 - Software Seaward - Free user manual and instructions

Name: PATGuard 3
Brand: Seaward
Rating: 7 (97 reviews)

Find the device manual for free PATGuard 3 Seaward in PDF.

📄 235 pages

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Product Type	Portable Appliance Tester (PAT)
Brand	Seaward
Model	PATGuard 3
Dimensions (mm)	265 x 115 x 50
Weight (kg)	0.8
Power Supply	Mains powered, 230V AC 50Hz
Display	Backlit LCD screen
Main Functions	Earth bond, insulation, polarity, leakage, load tests
Test Standards	IEC 62353, EN 60601, IET Code of Practice
Memory Capacity	1000 test results
Data Transfer	USB and Bluetooth
Protection Class	IP40
Operating Temperature	0°C to 40°C
Safety Features	Fused test leads, overvoltage protection, safety interlock
Cleaning Instructions	Wipe with a damp cloth, do not use solvents
Spare Parts Availability	Test leads, probes, batteries
Repairability	Serviceable by authorized centers only
Included Accessories	Test leads, battery charger, USB cable, carry case
Warranty	2 years

Frequently Asked Questions - PATGuard 3 Seaward

What is the PATGuard 3 used for?

It is a portable appliance tester used for electrical safety testing of appliances in accordance with IEC 62353 and local regulations.

How do I perform a basic safety test?

Connect the appliance, select the test type (e.g., earth bond), and press start. The device will guide you through each step.

Can I store test results?

Yes, up to 1000 results can be saved internally and transferred via USB or Bluetooth.

What does the display show?

It shows test parameters, results, pass/fail indicators, and battery status on a backlit LCD.

How do I clean the PATGuard 3?

Use a damp cloth with mild detergent. Avoid liquids entering the casing and do not use abrasive cleaners.

What is the power source?

It operates on mains power (230V AC) with an internal rechargeable battery for portable use.

Is the PATGuard 3 calibrated?

It comes pre-calibrated from the factory. Annual recalibration is recommended for accuracy.

Can I test medical equipment?

Yes, it supports EN 60601 and is suitable for medical device testing with appropriate adapters.

What safety precautions should I take?

Always use the provided fused test leads and ensure the device is disconnected from mains when changing accessories.

Where can I get spare parts?

Spare parts are available from Seaward authorized distributors or the official website.

User questions about PATGuard 3 Seaward

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Download the instructions for your Software in PDF format for free! Find your manual PATGuard 3 - Seaward and take your electronic device back in hand. On this page are published all the documents necessary for the use of your device. PATGuard 3 by Seaward.

USER MANUAL PATGuard 3 Seaward

What's New & Revision History 7

PATGuard 3 Versions ...... 9

Tester Compatibility 11

Getting Started 12

Installing PATGuard 3 13

Installing on a Standalone PC 13

Installing on a Network Server 18

Installing on a Network Workstation 20

Activating PATGuard 3 22

Activate Online 22

Entering Proxy Server Details 28

Activate by Email, Fax 29

Evaluation Period 32

Setup Wizard 33

Setting up a Database 34

Create a New Database 34

Select an Existing Database 35

Upgrading / Importing a Legacy Database 37

Setup Options 37

Company Details 39

User Accounts 40

PAT Options 42

Code Abbreviations 43

Asset Groups 45

Navigating PATGuard 3 48

The Title Bar 49

The Ribbon 50

File Menu 51

Open an Existing File 52

Find 54

Asset View Filter 55

Last Download Only 55

Data Transfer Menu 56

Functions Menu 56

Add Formal Visual Test Pass 57

Add Manual Test Result 58

Create PATGuard Viewer CD 59

Help Menu 62

Style Options 62

The Navigation Pane 65

Customising the Navigation Pane 66

Recycle Bin 69

Main Window 70

Short-cut Keys 74

PATGuard 3 functions 74

Clients 75

Sites 77

Locations 81

PAT Testing 84

Assets 87

Test Results 93

PAT Risk Assessment 96

Universal Risk Assessment 98

Hazards 99

Perform Universal Risk Assessment 103

Site Reports 108

Emergency Lighting 109

Fire Alarm 111

Address Book 114

Adding Internal Personnel 115

Adding External Personnel 119

Reports 121

List of Reports 122

Generating a Report 123

Printing or saving to file 124

Invoicing 127

Repair Management 129

Editing Reports 132

Copying a Report 133

Editing a Report 133

How do I Edit my Reports 134

How to Shrink the Report Text to fit the Column Width 143

Deleting a Report 147

Restoring a Default Report 148

Instruments 149

Adding Test Instruments 150

Entering Calibration Data 156

Adding Test Sequences 158

Data Transfer 160

Downloading from Your Tester 161

Downloading - Apollo Series 162

Downloading - Supernova / Europa 167

Downloading - PrimeTest 350 / 300 171

Downloading - General Instructions 176

Finding the Correct COM port 178

Preview (PAT Data Only) 180

Duplicate Assets 182

Uploading to Your Tester 182

Uploading - Apollo Series 183

Uploading - Supernova / Europa 185

Uploading - PrimeTest 350 / 300 190

Uploading - General Instructions 195

Export to File - PAT or CSV 197

Email File - PAT or CSV 198

Import CSV 198

Backing Up Your Database 200

Auto Scheduler 200

Setting up a Schedule 201

Viewing a Schedule 203

Printing a Task Checklist 203

Uploading a Schedule 204

Time Manager 204

Program Overview 205

How to Open a file 206

How to select data 206

How to test data 207

How to create a bar graph 208

How to save the data 209

How to print data 210

Support 211

Licence FAQs 212

Licence Renewal 221

General FAQs 224

Licence Agreement 227

3 Welcome

PATGUARD

Welcome to the PATGuard 3 Help file. PATGuard 3 is the ultimate way to record, store and report on a range of health and safety requirements including PAT testing, risk assessments and other workplace tests and inspections. You can tag records with images as visual evidence, schedule retest periods and produce professional reports and certificates for total traceability.

PATGuard 3 is compatible with a wide range of portable appliance testers, including the Seaward Apollo Series instruments. For a full list of compatibility refer to the Tester Compatibility page.

About PATGuard

For more information about PATGuard 3, refer to About PATGuard 3 page.

3 How to use the Help file

To navigate the Help file, click on the links that appear throughout the document to find out more information about a particular topic. You can also navigate the Help file using the built-in Table of Contents or by using the Search function.

Accessing the Help file

The Help files can be accessed by selecting Help Topics from the Help Menu.

File Data Transfer Functions Help i Setup ? Check for Updates About Setup Help PATGuard ... Wizard Topics About Check for Updates

Help Topics - Help Menu

Context-sensitive help

For help on a particular topic, the Help file can also be accessed by pressing the F1 key at any time.

What if I still can't find what I need?

If you have referred to the Help file and are still in need of assistance, please refer to the Support page.

Seaward PATGuard 3 - What if I still can't find what I need? - 1

Getting Started

For help on getting started, including Installing and Activating PATGuard 3 and Setting up a Database, please refer to the Getting Started section. For help in navigating around the user interface, please refer to the Navigating PATGuard 3 section.

Setup Wizard

PATGuard 3 contains a Setup Wizard to help you get up and running. For more information, refer to the Setup Wizard page.

About PATGuard 3

Seaward PATGuard 3 - About PATGuard 3 - 1

About PATGuard 3

The About Screen
• What's New & Revision History
• PATGuard 3 Versions
- Tester Compatibility

PATGuard 3 offers total traceability when it comes to maintaining portable appliance testing records, enabling images taken with Apollo 600 or any camera or phone to be tagged against sites, locations, asset IDs and test results – providing evidence of visual inspection.

Tagged images can be included in the vast range of reports that PATGuard 3 The Health and Safety Edition can create. These are easily stored, printed or emailed.

A Risk-Based Approach

Universal and electrical risk assessment tools are built into PATGuard 3. These tools ensure a risk-based approach is taken to portable appliance testing; automatically determining retest periods proportionate to risk for assets as required by the IET Code of Practice.

The universal risk assessment tool records details of any workplace hazard, calculating risk scores and scheduling corrective actions has never been simpler.

Complete Health and Safety Management

A range of additional health and safety test and inspection certificates are built into PATGuard 3, allowing records for the inspection of emergency lighting and fire alarm systems to be kept and easily managed.

Compatible with Apollo 600

PATGuard 3 is the ultimate companion for Apollo 600, a total safety management tool. When used with Apollo 600 it is simple to upload and download reports, images, test results and risk assessments to and from the instrument via USB connectivity.

Compatible with Apollo 500 or Apollo 400

PATGuard 3 can used with Apollo 500 to upload and download test results to and from the instrument via USB connectivity. PATGuard 3 can used with Apollo 400 to download test results from the instrument via USB connectivity.

As well as being compatible with all Seaward PAT testers, PATGuard 3 is also suited for use with a range of other manufacturer's testers with download capability. For a full list of compatibility refer to the Tester Compatibility page.

For information on the version / revision of PATguard 3 you are running see the About Screen.

The About Screen

3 The About Screen

To view the About Screen, select the About PATGuard... option from the the Help Menu.

File Data Transfer Functions Help About Setup Help PATGuard ... Wizard Topics About Check for Updates Check for Updates

About PATGuard - Help Menu

The About Screen displays the version and revision of PATGuard 3 that you are using, along with the Licence Agreement.

About PATGuard 3 - Elite Version 3.3.9.3 BETA Copyright (C) 2013 Seaward Electronic http://www.seaward.co.uk Software Licence IMPORTANT NOTICE - PLEASE READ THESE TERMS CAREFULLY BEFORE INSTALLING THE SOFTWARE. This licence agreement (Licence) is a legal agreement between vou (you or your) and Licence... OK

About Screen

To view details about your PATGuard 3 licence, select Licence... from the About Screen.

What's New & Revision History

3 What's New

PATGuard 3 has been completely updated to include:

• A built in universal risk assessment tool
- Ability to determine retest periods using electrical risk assessment tool
- Ability to create and print a range of health & safety certificates
- Compatibility with the Apollo 600, a fast and advanced battery/mains powered tester with on-board camera and large data storage for high volume testing to store images against test results (e.g. visual inspection & failed appliances) for full traceability, complete other health and safety tests and inspection records, and / or use a USB flash drive to transfer data to and from the tester.
- Compatibility with the Apollo 500, a fast and advanced battery / mains powered tester with on-board data storage for high volume testing and the ability to upload assets for faster retesting, and / or have the flexibility to customise user and test settings.
- Compatibility with the Apollo 400, a simple, battery/ mains powered tester with on-board data storage and the ability to include asset details against test records (e.g. description, location, site etc.).

Future updates are free to existing registered PATGuard 3 subscribers.

Revision History

To see which revision of PATGuard 3 you are currently running, refer to the About Screen.

Version 3.4

General

Add Time Manager 3, with ability to read SSS and gar files.
Comments lines are stored separately in addition to their usual processing - available in the asset list and csv export.
• Auto-scheduler has been updated, remote mode has been removed.
Upload - "Visual Only" check box removed. Upload behaves as if this box is always checked.
• Live-Neutral socket test added to SSS test types.
• Some header labels renamed on Asset List.
• Certificate of Testing considers visual tests when reporting next test date.

Fixes

When repeatedly downloading the same data, duplicate records were being created.
• Visual next date calculation altered.
• CSV export fixes for Touch Leakage tests.
Removal of non-working (legacy) options in PAT set up for comments lines (Asset Group, Location and Site).

Version 3.3

General

Apollo 400 compatibility.
• CSV import template contains next test dates
• "Find" function updated

Reports

Reports added back in from PATGuard 2 to PATGuard 3 - "Asset Barcoded Labels", "Barcode List", "Barcoded Task Checklist", "Concise Test History", "Detailed Test History", "Test Instrument Details", "Client Details", "Personnel Details", "Site Details" and "Test Sequence Details".
• Universal Risk Assessment and Site Reports can now view all site and location assets.

Version 3.2

General

• CSV import function updated

• "Find" function updated
- Custom Reports forgotten after reinstalling PATGuard 3

Version 3.1

General

Apollo 500 compatibility.
Customisable main asset view - including test results.
CSV export of Asset view - including test results.
CSV data import.
• Full row double click to open Assets, Hazards and Site Reports.
'Upload Test Sequence' function moved to 'Instrument' tab.
Asset list shown regardless of tree level selection.
• 'In Service' check box and report.
• 'On Hire' information and report.

Reports

- All reports default to "None" for photos.

Version 3.0

Version 3.0 is the initial release version of PATGuard 3.

PATGuard 3 Versions

Seaward PATGuard 3 - PATGuard 3 Versions - 1

PATGuard 3 Versions

PATGuard 3 is only available in an Elite version. The revision you are currently running can be found on the About Screen.

The features of the Elite version are as follows:

Feature:	PATGuard 3Elite– The Health & Safety Edition
■ Rapid manual data entry	☑
■ Legacy database import from older versions of PATGuard	☑
■ Download compatible with a wide range of testers	☑
■ Download photos from Apollo 600	☑
■ Download risk assessment data from Apollo 600	☑
■ Download completed health & safety certificates from Apollo 600	☑
■ Preview and correct downloaded test results before processing	☑
■ Built in universal risk assessment tool	☑
■ Determine retest periods using electrical risk assessment tool	☑
■ Upload tester configuration data to Seaward PATs	☑
■ Upload assets for retest to Seaward PATs	☑
■ Tag photos to sites, locations, asset IDs and test results	☑
■ Automatic re-test scheduling	☑
■ Create a read-only file of test records for clients	☑
■ Includes a comprehensive range of test report certificates	☑
■ Printable test certificates for each asset	☑
■ Set-up wizard	☑
■ In-service indicator and report to keep track of assets	☑
■ On Hire Indicator and report	☑
■ Full test history per asset record	☑
■ Repair logging	☑
■ Invoice generator	☑
■ Create and print a range of health & safety certificates	☑
■ CSV import to enable compatibility with existing software and systems (template file included)	☑
■ Custom CSV output (including test results)	☑
■ Customisable asset view	☑
■ Database compatible across PATGuard range	☑
■ Network enabled	☑
■ Certificate of Testing	☑
■ Electrical Test Summary Report	☑

Tester Compatibility

3 Tester Compatibility

Download Compatibility

PATGuard 3 Elite can download data from the following testers:

Apollo 600
Apollo 500
Apollo 400
Europa
Europa Plus
• Europa PAC Plus
Europa XE
Europa XE Plus
Supernova
Supernova Elite
Supernova Plus
Supernova XE
• Supernova XE Plus
PrimeTest 300
PrimeTest 350
Clare HAL
Clare HAL Combi
Clare SafeCheck 8
Clare SafeTest Luminaire
Clare SafeTest Manufacturing
Emona Maestro
PAT1000
PAT1000S
PAT1000X
IT1000
PAT2000
PAT2000i
PAT2000iee
• SEN60204
Avo PAT4*
Avo PAT4F*
• Robin SmartPAT 5000
• Robin SmartPAT 5500
• MetrohmMicroPAT+
Metrel OmegaPAT
Metrel BetaPAT
Ethos 9600
Ethos 9500
Ethos 9300

SEAWARD Apollo 600 10/12/12 13:04:17 admin Duration: 20.80s. Limit: 1.00mA >3.50mA 0 1 2 ? Exc OK F1 F2 F3 F4 F5 Q W E R T Y U I O P A S D F G H J K L Z X C V B N M ← ✓ ○ ✓ I

* Requires dow nload through the Parallel Port via a Parallel to Serial Adaptor, not available from Seaward. Contact Avo for dow nload cable and adaptor requirements.

Upload Compatibility

PATGuard 3 Elite can upload data to the following testers:

Apollo 600
Apollo 500
Europa
Europa Plus
Europa XE
Europa XE Plus
PrimeTest 300
PrimeTest 350
Supernova
Supernova Elite
Supernova Plus
Supernova XE
Supernova XE Plus
IT1000
PAT2000i
PAT2000iee
Ethos 9500
Ethos 9600
Emona Maestro

For specific information about your tester, please refer to your tester instruction manual.

Getting Started

Seaward PATGuard 3 - Getting Started - 1

Getting Started

Once you have reviewed the Licence Agreement and are ready to install PATGuard 3, follow the steps below to get started:

Installing PATGuard 3

• Installing on a Standalone PC

• Installing on a Network Server

• Installing on a Network Workstation

Activating PATGuard 3

- Activate Online

○ Entering Proxy Server Details

• Activate by Email or Fax

• Evaluation Period

Setup Wizard

- Setting up a Database

○ Create a New Database
○ Select an Existing Database
○ Import a Legacy Database

- Setup Options

Company Details
○ User Accounts
○ PAT Options
○ Asset Groups

Code Abbreviations

Click on the links above for more information about each option.

If you encounter problems getting started with PATGuard 3, please refer to the Support page.

Installing PATGuard 3

3 Installing PATGuard 3

Once you have reviewed the Licence Agreement and are ready to install PATGuard 3, select an option from below to learn more about installing PATGuard 3 on your system:

Installing PATGuard 3

• Installing on a Standalone PC
• Installing on a Network Server
• Installing on a Network Workstation

Click on the links above for more information about each option.

If you encounter problems installing PATGuard 3, please refer to the Support page.

Installing on a Standalone PC

3 Installing on a Standalone PC

Once you have downloaded PATGuard 3, double-click the downloaded file to install PATGuard 3 on your system. Click Next > on the following screen to start the installation process.

Setup - PATGuard 3 Welcome to the PATGuard 3 Setup Wizard This will install PATGuard 3 on your computer. It is recommended that you close all other applications before continuing. Click Next to continue, or Cancel to exit Setup. PATGUARD 3 Next > Cancel

Installation Screen 1

Review the Licence Agreement and click Next > to continue.

Installation Screen 2

For a standalone PC select Standalone PC and click Next > to continue.

Setup - PATGuard 3 Install Type Please choose installation type. If you want to use PATGuard on a single computer select Standalone PC. To use in a networked environment select Network Install (Network install cannot be installed to Program Files) ○ Network Install ● Standalone PC < Back Next > Cancel

Installation Screen 3

Either leave the installation directory as the default or change it if you wish and click Next > to continue.

$Setup - PATGuard 3 Select Destination Location Where should PATGuard 3 be installed? Setup will install PATGuard 3 into the following folder. To continue, click Next. If you would like to select a different folder, click Browse. C:\Program Files (x86)\Seaward\PATGuard 3 Browse... At least 87.3 MB of free disk space is required. < Back Next > Cancel$

Installation Screen 4

Click Next > to continue.

Setup - PATGuard 3 Select Additional Tasks Which additional tasks should be performed? Select the additional tasks you would like Setup to perform while installing PATGuard 3, then click Next. Additional Icons ✓ Create Desktop Icon < Back Next > Cancel

Installation Screen 5

You will be asked to confirm you options. Click Install to continue.

$Setup - PATGuard 3 Ready to Install Setup is now ready to begin installing PATGuard 3 on your computer. Click Install to continue with the installation, or click Back if you want to review or change any settings. Destination location: C:\Program Files (x86)\Seaward\PATGuard 3 Additional tasks: Additional Icons Create Desktop Icon < Back Install Cancel$

Installation Screen 6

You will be shown the progress of the installation.

Setup - PATGuard 3 Installing Please wait while Setup installs PATGuard 3 on your computer. Installing Visual Basic... Cancel

Installation Screen 7

When the installation has finished, click Finish to launch PATGuard 3.

Setup - PATGuard 3 Completing the PATGuard 3 Setup Wizard Setup has finished installing PATGuard 3 on your computer. The application may be launched by selecting the installed icons. Click Finish to exit Setup. ✓ Launch PATGuard 3 PATGUARD 3 Finish

Installation Screen 8

PATGuard 3 will now start and the Login screen appear. Click OK to launch PATGuard 3.

Installing on a PC without internet access

To install on a PC without internet access, you will first need to download the PATGuard 3 installation files on another PC and copy these to a CD or USB memory stick.

If you encounter problems installing PATGuard 3, please refer to the Support page.

Installing on a Network Server

Seaward PATGuard 3 - Installing on a Network Server - 1

Installing on a Network Server

Once you have downloaded PATGuard 3, double-click the downloaded file to install PATGuard 3 on your system. Click Next > on the following screen to start the installation process.

Installation Screen 1

Review the Licence Agreement and click Next > to continue.

Installation Screen 2

For a network Server select Network Install and click Next > to continue.

Setup - PATGuard 3 Install Type Please choose installation type. If you want to use PATGuard on a single computer select Standalone PC. To use in a networked environment select Network Install (Network install cannot be installed to Program Files) ● Network Install ○ Standalone PC < Back Next > Cancel

Installation Screen 3

Select an installation location that is accessible to other computers on your network. Click Next > to continue.

$Setup - PATGuard 3 Select Destination Location Where should PATGuard 3 be installed? Setup will install PATGuard 3 into the following folder. To continue, click Next. If you would like to select a different folder, click Browse. C:\PATGuard 3_Network_Install\PATGuard 3 Browse... At least 87.3 MB of free disk space is required. < Back Next > Cancel$

Installation Screen 4

Follow the remaining on-screen instructions to install PATGuard 3 on your network Server.

If you encounter problems installing PATGuard 3, please refer to the Support page.

Installing on a Network Workstation

3 Installing on a Network Workstation

To install PATGuard 3 on a network Workstation, browse to the location specified when you installed on a network Server. Locate and run the file netsetup.exe to install PATGuard 3 on a network Workstation. Click Next > on the following screen to start the installation process.

Installation Screen 1

Review the Licence Agreement and click Next > to continue.

Follow the remaining on-screen instructions to install PATGuard 3 on your network Workstation.

If you encounter problems installing PATGuard 3, please refer to the Support page.

Activating PATGuard 3

3 Activating PATGuard 3

Once you have installed PATGuard 3 you will see the Activation screen. You can choose to either Activate PATGuard 3 or continue using the 30 day Evaluation Period.

Activation of PATGuard3 Thank you for your interest in this product PATGUARD3 Serial Number required Notice: This is the complete application. You don't have to download or install it again. To further use this product you have to activate it by entering a Serial Number. You don't have a Serial Number? Buy a Serial Number Next End

Activation Screen

If you have already purchased PATGuard 3 and wish to activate it now you can choose to:

Activate Online
• Activate by Email or Fax

You will need to have your serial number available to activate PATGuard 3. If you do not have a serial number, you can select Buy a Serial Number to purchase one.

You can also choose to make use of the 30-day Evaluation Period and activate PATGuard later.

If you encounter problems activating PATGuard 3, please refer to the Support page.

Activate Online

3 Activate Online

To activate PATGuard 3 online, select I have a Serial Number and I want to activate PATGuard 3 and click Next on the Activation screen. You will need to have your serial number available to activate PATGuard 3. If you do not have a serial number, you can select Buy a Serial Number to purchase one.

Activation of PATGuard3 Thank you for your interest in this product PATGUARD3 Notice: This is the complete application. You don't have to download or install it again. Serial Number required To further use this product you have to activate it by entering a Serial Number. You don't have a Serial Number? Buy a Serial Number Next End

Activation Screen 1

Select Online Activation on the following screen and click Next.

Activation of PATGuard3 How do you want to activate the product? PATGUARD3 Select the preferred activation method. Online Activation An Internet connection from this computer is required to do this. E-Mail Activation An E-Mail application should be available on this computer to do this. Fax Activation A fax or printer should be connected to this computer to do this. Back Next End

Activation Screen 2

Enter your details on the following screen and click Next.

Activation of PATGuard3 Please enter the activation data Serial Number Where do you find your Serial Number? PATGUARD 3 Please enter all required information for the activation process. Customer Number Company Salutation First Name Last Name Country United Kingdom E-Mail Address Back Next End

Activation Screen 3

PATGuard 3 is now ready to activate PATGuard 3. If you use a proxy server to access the internet you will need to enter these details on the following screen by clicking Change Proxy Settings (only for expert users). See Entering Proxy Server details if required, otherwise click Next.

Activation of PATGuard3 Online Activation PATGuard3 will now be activated by online activation. To process the activation, data has to be sent to the Activation Service. Please make sure that an Internet connection is available. Change Proxy Settings (only for expert users) Back Next End

Activation Screen 4

PATGuard 3 will now connect to the Activation Service.

Activation of PATGuard3 Online Activation PATGUARD3 A communication with the Activation Service is in process. Activation in process... Back Next End

Activation Screen 5

The following screen will be displayed when Activation is completed successfully. You will not need to enter multiple Activation Keys unless requested to. Click Next or End to close the Activation Screen.

Activation of PATGuard3 Activation completed PATGUARD3 We hope you enjoy working with this product. You have successfully activated PATGuard3 If you have multiple Activation Keys, please enter them in the below window. A key can also be pasted using the clipboard (CTRL+V). Apply Key Next End

Activation Screen 6

If you encounter problems activating PATGuard 3, please refer to the Support page.

Entering Proxy Server Details

If you use a Proxy Server to access the internet, you will need to enter these details into the activation screen. Select Change Proxy Settings (only for expert users). By default the Proxy Server settings will be the same as those set in Internet Explorer. To change the Proxy Server settings, select Use Proxy Server and enter the details in the Proxy Server and Proxy Port boxes.

Proxy server details

If you encounter problems activating PATGuard 3, please refer to the Support page.

Activate by Email, Fax

3 Activate by Email or Fax

The quickest way to activate PATGuard 3 is to Activate Online. However if you do not have an internet connection, you may choose to Activate by Email or Fax.

To activate PATGuard 3 by Email or Fax select I have a Serial Number and I want to activate PATGuard 3 and click Next on the Activation screen. You will need to have your serial number available to activate PATGuard 3. If you do not have a serial number, you can select Buy a Serial Number or contact Seaward or your Distributor to purchase one.

Activation Screen 1

Select E-Mail Activation or Fax Activation on the following screen and click Next.

Activation of PATGuard3 How do you want to activate the product? PATGUARD 3 Select the preferred activation method. Online Activation An Internet connection from this computer is required to do this. E-Mail Activation An E-Mail application should be available on this computer to do this. Fax Activation A fax or printer should be connected to this computer to do this. Back Next End

Activation Screen 2

Enter your details on the following screen and click Next. Note, if you have an electronic version of your Serial Number (for example in an email) it is easier if you cut and paste to enter this.

Activation Screen 3

Follow the instructions provided to finish the activation process. Unlike Activating Online, you will be provided with an Activation Key that you will need to enter to complete the process..

If you encounter problems activating PATGuard 3, please refer to the Support page.

Evaluation Period

Seaward PATGuard 3 - Evaluation Period - 1

Evaluation Period

PATGuard 3 can be used as a free trial for a period of 30 days. During the Evaluation Period the activation screen will open when you start PATGuard 3 and will display the number of days left in the Evaluation Period.

Note- The evaluation period is not applicable for Time Manager 3, if you require an evaluation for this product please contact our Customer Care team on customercare@seaward.co.uk.

Activation Screen - Evaluation

Once the evaluation period is over PATGuard 3 will revert to a read-only mode and you will not be able to add to or amend the database until you Activate PATGuard 3.

If you have already purchased PATGuard 3 and wish to activate it now you can choose to:

Activate Online
• Activate by Email or Fax

If you encounter problems activating PATGuard 3, please refer to the Support page.

Setup Wizard

3 Setup Wizard

The Setup Wizard runs the first time PATGuard 3 starts, and can also be accessed by clicking Setup Wizard in the Help Menu.

File Data Transfer Functions Help i Setup Help About Wizard Topics About Check for Updates Check for Updates

Setup Wizard - Help Menu

The Setup Wizard will first guide you through the process of Setting up a Database. It will then take you to the Setup screen to allow you to enter your Company Details, add User Accounts, and configure PAT Options and Asset Groups.

Please continue to the Setting up a Database page.

Setting up a Database

3 Setting up a Database

The first step in the Setup Wizard is Setting up a Database, which will be used to store all of your PATGuard 3 data.

Welcome PATGUARD 3 Welcome to PATGuard 3 - Elite! The setup wizard will now guide you through the steps necessary to get started with Seaward PATGuard 3 - Elite. The first step is to create a new database. The options for doing this are listed below. Please make your choice now. Create a new database Select an existing database For Help, press F1. Next > Cancel

Setup Wizard

The Setup Wizard gives three options for Setting up a Database:

• Create a new database
- Select an existing database

Your choice will depend on whether you already have a PATGuard database that you wish to use or if you wish to start from a blank database.

Click on the links above for more information about each option.

Create a New Database

3 Create a New Database

If you do not have an existing PATGuard database that you want to use, this is the option for you. If it is not, see Select an existing database.

Create a new database - Setup Wizard

Enter New Database Name

After selecting Create a new database and clicking Next, the first step is to browse to the location you wish to store your database and enter a filename for the new PATGuard 3 database in the Enter New Database Name window.

Enter New Database Name PATGuard 3 Search PATGuard 3 Organize New folder Name Data modified Type Size No items match your search. File name: Save as type: Databases (*.mdb) Hide Folders Save Cancel

Enter new database name

After clicking Save the Setup Wizard will take you to the Setup options window.

Please continue to the Setup page.

Select an Existing Database

3 Select an Existing Database

If you have an existing PATGuard database that you want to use, this is the option for you. If it is not, see Create a new database.

Select an existing database - Setup Wizard

Select existing database

After selecting Select an existing database and clicking Next, the first step is to browse to the location where your existing database is stored.

Select Existing Database PATGuard 3 Organize New folder Name Data modified Type Size No items match your search. File name: Databases (*.mdb) Open Cancel

Select Existing Database

After selecting the existing database you wish to use and clicking Open, the Setup Wizard will take you to the Setup options window.

Please continue to the Setup page.

Upgrading / Importing a Legacy Database

3 Upgrading / Importing a Legacy Database

These instructions are generally intended to be used once and will allow the upgrade of an old database into PATGuard 3. How your original database is formatted will determine which method you need to use to import data into PATGuard 3.

Method 1: Upgrading PATGuard 1 or PATGuard 2 Databases

If the database is one .mdb file, such as PATGuard 1 or PATGuard 2, then it should simply open in PATGuard 3.

Note 1; before upgrading an older database, .mdb file, we suggest you make a copy of the file first as after it has been upgraded to PATGuard 3 it cannot be rolled back to a previous version.

Note 2; whilst performing the upgrade you may receive warning messages during the process, accept these and continue.

Method 2: Upgrading an Older PATGuard Database

If the database is one .mdb file, such as PATGuard 1 or PATGuard 2, then see Method 1.

However, if the database is in an older version of PATGuard then this may need to be imported via PATGuard 2 first. The PATGuard 2 Elite program allows data from existing PATS/PATS+, Safety 1st/Safety 1st+, PATSwin and Safety 1st Xpress databases to be imported into the PATGuard 2 Elite program.

Note; Only PATS/PATS+, Safety 1st/Safety1st+ version 5.4 or higher, PATSwin version 2 and Safety 1st Xpress v1.0.7.4 can be imported.

If your database is in the list above, please see page 21 of the manual (link below) for instructions on how to import into PATGuard 2 – if this is successful you will need to import into PATGuard 2 then PATGuard 3 (see Method 1).

http://www.seaward.co.uk/downloads/PATGuard%20Elite%202%20User%20Manual.pdf

For a trial copy of PATGuard 2, please see the following:

http://www.seaward.co.uk/software/PATGuard 2.1 Evaluation.exe

Method 3: Importing an Older PATGuard Database / a Database in Another Format

If your database format does not allow either Method 1 or 2 to be used, then your only other option is to try a spreadsheet CSV import.

For help regarding this see Import CSV.

Setup Options

Seaward PATGuard 3 - Setup Options - 1

Setup Options

The Setup Window forms part of the Setup Wizard but can also be accessed by clicking Setup in the File Menu.

PATGuard 3 - Elite File Data Transfer Functions Help New Open Setup Add Client Add Site Add Location Add Asset Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager Database File Database Setup Add Level View

File Menu

Setup Window

$Setup Company Details User Accounts PAT Options Asset Groups Company: Address: Tel: Town/City: Fax: County: Email: Postcode: Logo (jpg): C:\Program Files\Seaward\PATGuard 3\reports\S Browse... VAT reg. no.: Company reg. no.: Hint: These company details will appear on any reports you generate OK Cancel Apply$

Setup Window

The Setup Window allows you to configure the main PATGuard 3 options, including:

• Company Details
- User Accounts
PAT Options
○ Code Abbreviations
- Asset Groups

Please click on the links above for more information about each option.

Company Details

3 Company Details

The Company Details tab in the Setup Window allows you to enter your company details, including address information, phone number, email address and VAT and Company registration numbers. These details will appear on any Reports that you generate.

$Setup Company Details User Accounts PAT Options Asset Groups Company: PAT Ltd Address: PAT Ltd HQ An Industrial Estate Tel: 0122345678 Town/City: North of Watford Gap Fax: 0122345679 County: Email: jane@pat.co.uk Postcode: NE1 2BE Logo (.jpg): Files\Seaward\PATGuard 3\reports\seaward.jpg Browse... VAT reg. no.: 0123456789 Company reg. no.: 9876543210 Hint: These company details will appear on any reports you generate OK Cancel Apply$

Setup - Company Details

Company Logo

The Company Details tab in the Setup Window also allows you to select a company logo to display on any Reports that you generate. To do this, click the Browse... button and browse to the location of the logo you wish to use.

Open Seaward ▶ PATGuard 3 ▶ appData ▶ reports ▶ Search reports Organize ▼ New folder Favorites Desktop Downloads OneDrive Recent Places Restore Seaward.jpg File name: seaward.jpg Images (*.jpg) Open Cancel

Setup - Browse for new logo

Once you have selected the image you would like to use, click Open to return to the Company Details tab.

Note; the .jpg file for a new Company Logo needs to be approximately 399 x 77 pixels and approx. 15kB in size (note we recommend trying to keep the image down to about 15k as if the logo is larger than this it will reduce the maximum number of pages that a report can be composed of).

Please continue to the User Accounts page.

User Accounts

3 User Accounts

The User Accounts tab in the Setup Window allows you to Add, Edit and Delete users of PATGuard 3.

Setup Company Details User Accounts PAT Options Asset Groups Name Password Permissions Admin View, Add, Edit, Delete... Add... Edit... Delete OK Cancel Apply

Setup - User Accounts

Add new user

To add a new user, click the Add.. button in the User Accounts tab in the Setup Window.

User User: Jane Password: SeCuRe Permissions: View, Add OK Cancel

Add New User

Each user has a user name, an optional password and a Permissions level.

Edit a user

To edit a user, select the user name in the User Accounts tab in the Setup Window and click the Edit... button.

Delete a user

To delete a user, select the user name in the User Accounts tab in the Setup Window and click the Delete

button.

Admin user

The default Admin account cannot be renamed, deleted or have the Permissions level changed. It is strongly recommended that a password is set for the Admin account to prevent unauthorised access.

Permissions level

There are five options for the Permissions level for PATGuard 3 that limit access to various aspects of PATGuard 3 functionality.

$User User: User Password: PaSs\WoRd Permissions: View View, Add, Edit, Delete, Setup View, Add, Edit, Setup View, Add, Edit View, Add View$

Permissions Level

The most limited Permissions level is View, which allows a user to look at but not edit the database. The highest permissions level is View, Add, Edit, Delete, Setup, which is the same permissions level as the default Admin user.

Please continue to the PAT Options page.

PAT Options

Seaward PATGuard 3 - Permissions level - 2

PAT Options

The PAT Options tab in the Setup Window allows you to set the Tester Output options and to configure Code Abbreviations for use on your tester.

Setup - PAT Options

Tester Output

The Tester Output drop-down boxes are used to configure the interpretation of the data downloaded from your test instrument. With the exception of the Notes option, all fields are mutually exclusive - in other words you cannot set more than one field to Asset Description.

Note that for test instruments that use the .gar file/SSS download format, the Site, Location and Person information in the download will override the options configured in the PAT Options tab.

Please refer to the manual for your test instrument to determine the default Tester Output and other download options.

Code Abbreviations

See the Code Abbreviations page for more information on Code Abbreviations.

Code Abbreviations

3 Code Abbreviations

Code Abbreviations are used to help save time typing on the test instrument. If you wish to use Code Abbreviations on your test instrument, and your test instrument is able to use Code Abbreviations, tick the Use code abbreviations on tester box in the PAT Options tab.

When this option is enabled text prefixed with a 9 (nine) will be checked against the list of Code Abbreviations and, if found, the Code Abbreviation will be expanded. In the example below, 9KET would expand to Kettle, 9TOA to Toaster etc.

Code Abbreviations

Code Abbreviation Category

Code Abbreviations can be set up for various categories including Asset Description, Location and Person. To display the available categories and the Code Abbreviations for each, click on the Show Codes for: drop-down box.

Use code abbreviations on tester Show codes for: Code Represents Asset Make Asset Description Asset Group Asset Make Asset Model Location Person Repair Site

Code Abbreviation Fields

Adding a new Code Abbreviation

To add a new Code Abbreviation, select the Code Abbreviation Category that you would like to add a new Code Abbreviation to. Click the Add button to add a new line.

Use code abbreviations on tester Show codes for: Asset Description Code Represents KET Kettle MIC Microwave TOA Toaster

Add a new Code Abbreviation

In the new line, enter the 3-digit Code you would like to use in the Code column. The 9 should not be included for the Code in the Code Abbreviation table. Enter the full description in the Represents column.

Editing a Code Abbreviation

To edit either the Code Abbreviation or the full description, simply click in the Code Abbreviations table and edit the text accordingly.

Deleting a Code Abbreviation

To delete a Code Abbreviation, select the row containing the Code Abbreviation and hit the Delete button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected row? Yes No

Delete Code Abbreviation

Asset Groups

3 Asset Groups

An Asset Group defines the test parameters and retest periods for a class of Assets. By defining Asset Group and assigning Assets to a group you can manage the retest periods and test codes for many Assets at once. In addition to the Pre-defined Asset Groups, Asset Groups can also be Added, Edited or Deleted.

Setup - Asset Groups

Pre-defined Asset Groups

In the UK, the Health and Safety Executive (HSE) and the Institute of Engineering and Technology (IET) define re-test periods in their documentation. These re-test periods are defined in terms of the Type of Premises where the Assets are located, the type of equipment, type of test (visual or full test) and the class of the equipment (class I or class II).

PATGuard 3 contains a set of pre-defined Asset Groups based on this guidance. Other Asset groups which are not premise dependent can be added to Undefined (e.g. Imported Asset Groups or equivalent from another database will be in Undefined).

Type of Premises

PATGuard 3 contains a list of Premises Types, each containing a number of pre-defined Asset Groups. These Asset Groups can be accessed by selecting the Premises Type from the Type of Premises drop-down box.

Type of Premises: < Undefined > < Undefined > Construction sites 110V equipment Industrial inc.commercial kitchens Equipment used by the public Schools Hotels Offices and Shops

Type of Premises

Adding an Asset Group

To add a new Asset Group, first select the Type of Premises that you want the Asset Group to belong to, or use the < Undefined > premises type, and then click the Add... button to pull up the Asset Group window.

Asset Group Description: Office New Asset Group Class: Class I Voltage: 230V Default Test Period: 1 Years Default Visual Period: 6 Months Default Test Code 1: Default Test Code 2: OK Cancel

Add Asset Group

Enter the description of the Asset Group and select the applicable Class and Voltage. The Default Test Period and Default Visual Period allow you to set the default test periods for this asset group, which will be used whenever Group Default is selected for Test Period in the Asset Details window.

Default Test Codes can also be entered to instruct your test instrument how to test this group of assets, if your test instrument supports Test Codes. Please refer to your test instrument manual for more information on Test Codes.

Edit an Asset Group

To edit an Asset Group, select the Asset Group name in the Asset Groups tab in the Setup Window and click the Edit... button. This will open the Asset Group window.

Delete an Asset Group

To delete an Asset Group, select the Asset Group name in the Asset Groups tab in the Setup Window and click the Delete button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected asset group(s) from the database? OK Cancel

Delete Asset Group

3 Navigating PATGuard 3

• The Title Bar
- The Ribbon
• The Navigating Pane
- Main Window
- Short-cut Keys

The PATGuard 3 user interface is split into four main areas, the Title Bar, Ribbon, Navigation Pane and Main Window, as shown below. The relative size of the Navigation Pane and Main Window can be adjusted by clicking and dragging the dividing bar with the mouse.

Title Bar
$PAT Testing C:\Users\Anfang\Desktop\test 1.mdb 12234 Recycled Site 1 Navigation Pane Main Window Description Asset ID Last Full Test Date PAT Testing Universal Risk Assessment Site Reports Address Inside Reports Instruments$

PATGuard 3

The Title Bar

The Title Bar contains the Quick-access Toolbar as well as Minimise, Maximise and Close buttons. For more information, see the Title Bar page.

Ribbon

The Ribbon provides access to the File, Data Transfer, Functions and Help menus along with the Style options.

For more information, see the Ribbon page.

The Navigation Pane provides access to the various main PATGuard 3 functions, including PAT Testing, Universal Risk Assessment, Site Reports, the Address Book, Reports and Instruments. The Navigation Pane also contains the database Tree View. The Navigation Pane can be customised to hide some of these features if they are not required.

For more information, see the Navigation Pane page.

Main Window

The contents of the Main Window depend on which PATGuard 3 function is selected. For example, when using the PAT Testing function, the Main Window displays details of the stored assets and test results.

For more information, see the Main Window page.

Short-cut Keys

There are also a number of short-cut keys in PATGuard 3 to help make common tasks quicker.

For more information, see the Short-cut Keys page.

The Title Bar

Seaward PATGuard 3 - The Title Bar - 1

The Title Bar

The Title Bar is at the top of the PATGuard 3 user interface and contains the Quick-access Toolbar as well as the Minimise, Maximise and Close buttons.

PATGuard 3 - Elite File Data Transfer Functions Help Style

Minimise, Maximise and Close

Title Bar

Quick-access Toolbar

PATGuard 3 - New Open... Exit Setup Setup Add Level

Quick -access Toolbar

The icons on the Quick-access Toolbar provide options to Create a new database or Open an existing file.

Minimise, Maximise and Close buttons

Seaward PATGuard 3 - Minimise, Maximise and Close buttons - 1
Minimise, Maximise and Close buttons

The minimise and maximise buttons allow the user to minimise and maximise/restore the PATGuard 3 window. The close button closes PATGuard 3.

Right-clicking on the Title Bar brings up the Context Menu:

Restore Move Size Minimize Maximize Close Alt+F4

Context Menu

The context menu provides options to move, resize, minimise, maximise/restore and close PATGuard 3.

The Ribbon

3 The Ribbon

The Ribbon provides access to the File, Data Transfer, Functions and Help menus.

The Ribbon also contains the Application Button, the Style Options menu and a link to the About Screen.

Menus Style PATGuard 3 - Elite File Data Transfer Functions Help New Open Setup Add Client Add Site Add Location Add Asset Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager Database File Setup Add Level View Application Button About

The Ribbon

Application Button

PATGuard 3 - New Open... Exit Setup Setup Add Level

Application Button menu

The Application Button opens a menu with options to Create a new database or Open an existing file. The menu also shows a list of recent documents that are available to open, along with an Exit button.

Minimising and Maximising the Ribbon

The Ribbon can be minimised by double-clicking one of the Menu names (File, Data Transfer, Functions or Help). This will hide the Menu bars unless one of the Menu names is selected, and can be useful on low resolution screens

Double-clicking on a Menu name will maximise the Ribbon.

Seaward PATGuard 3 - File Menu - 1

File Data Transfer Functions Help New Open Setup Add Client Add Site Add Location Add Asset Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager Database Database Setup Add Level View

File Menu

The File Menu contains the following options:

New Database
Open File
Setup
Add Client
Add Site
Add Location
Add Asset/Add Hazard (depending on context)
Find
Find Next
Asset View Filter
• Last Download Only
Auto Schedule

Click on the links above for more information about each option.

Condensed View

If there is not enough space to display the entire menu, the File Menu - and other Ribbon menus - automatically condense themselves to save space, as shown below:

File Data Transfer Functions Help Style New Database Open File Setup Add Client Add Site Add Location Add Asset View Database Setup Add Level

File Menu - condensed view

The hidden options can be accessed, in this case, by clicking on the 'View' button:

Style View Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager View

File Menu - condensed view (expanded)

Open an Existing File

3 Open An Existing File

To open an existing file or database, select Open File from the File Menu (or from the Quick-access Toolbar or Application Button).

Seaward PATGuard 3 - Open An Existing File - 1
File Menu - Open

This will open the Open File window, which allows you to browse to the file you wish to open.

Open Documents PATGuard 3 Search PATGuard 3 Organize New folder Name Date modified Type Size No items match your search. File name: Databases (*.mdb) Open Cancel

Open File window

File Types

The Open File window allows you to open files of different types.

File name: Databases (*.mdb) Databases (*.mdb) Downloads (*.sss) Downloads (*.txt) Downloads (*.gar) Briefcase files (*.pat) All Files (*.*)

Open File - File Type Options

Opening a Database (.mdb) will close the database that is currently in use and open the selected database.

Opening a Briefcase (.pat) file will import the data in the selected file into the current database.

Note; briefcase /.pat files can only be opened on exactly the same version of PATGuard 3 that they were originally created on.

Opening any of the Downloads options (.sss, .txt, .gar) files will import the data in the selected file into the current database.

Find

Seaward PATGuard 3 - File Types - 2

Find

To search for assets matching particular criteria, select the Find option from the File Menu.

Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager View

File Menu - View - Find/Find Next

The fields in the Find window are used to define the search criteria. You can search by Site, Location, Asset ID, Description, Asset Group, Serial Number or Next Check Date.

You must select at least one search criteria but the other fields may be left blank. Click OK to begin the search.

Find Site Name: < Any > Location Name: < Any > Asset ID: Description: Asset Group: < Any > Serial No.: Next Check Date: 03/07/2013 OK Cancel

Find Window

The search criteria given must ALL be present in an asset for a match to occur. If a matching asset is found the Tree View will display its location and the asset will be selected in the Asset View.

Find Next

Select the Find Next option in the File Menu to continue the search. If another match occurs, the Tree View will display the location of the next asset and the asset will be selected in the Asset View. You can also find the next match by pressing the F3 key.

If no more matches occur, the following message will be displayed:

PATGuard3 Failed to find any matching assets OK

Find - No Matching Assets

Asset View Filter

3 Asset View Filter

To filter the Asset View for assets with particular next test dates, select the Asset View Filter option from the File Menu.

Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager View

File Menu - View - Asset View Filter

To filter the Asset View by next test date, tick the Filter asset view by next test date box and then change the From and To dates according to your requirements.

Alternatively, to view all assets that have tests overdue, tick the Show all assets that have tests overdue box. This will disable the From and To date boxes.

If you wish to include visual tests, tick the Include Visual Tests in Schedule box.

Asset View Filter ✓ Filter asset view by next test date From: 13/11/2017 To: 13/11/2017 Show all assets that have tests overdue Include Visual Tests in Schedule OK Cancel

Asset View Filter window

Clicking OK will apply the Asset View Filter, and only assets matching the filter will be displayed in the Asset View.

Last Download Only

3 Last Download Only

To filter the Asset View so that only assets added or modified by the last download appear, select the Last

Download Only option from the File Menu.

Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager View

File Menu - View - Asset View Filter

Only the assets added or modified by the last download will appear in the Asset View. Selecting Last Download Only again removes the filter so that all assets can be seen. Newly created assets are differentiated from modified assets by a icon.

Using the Last Download Only function overrides any previously applied Asset View Filter.

File Data Transfer Functions Help Download Upload PAT CSV PAT CSV Import from tester,to tester Export to File Email File Import Data Transfer

Data Transfer Menu

The Data Transfer Menu contains the following options:

Data Transfer

○ Download from Your Tester
○ Uploading to Your Tester

- Export to File

○ Export to File - PAT
○ Export to File - CSV

- Email File

○ Email File - PAT
○ Email File - CSV

- Import

○ Import CSV

Click on the links above for more information about each option.

Auto Scheduler Add Formal Visual Test Pass Add Manual Test Result Functions Emergency Lighting Fire Alarm Site Reports Create Viewer CD CD Viewer 15 PAT Risk Assessment Universal Risk Assessment Risk Assessment

Functions Menu

The Functions Menu contains the following options:

• Auto Scheduler
- Add Formal Test Visual Pass
• Add Manual Test Result
• Emergency Lighting
- Fire Alarm
• Create PATGuard Viewer CD
• PAT Risk Assessment
• Universal Risk Assessment

Click on the links above for more information about each option.

Add Formal Visual Test Pass

3 Add Formal Visual Test Pass

The Add Formal Visual Test Pass feature allows you to add a visual test pass to the Test Results for one or more Assets.

To add a Formal Visual Test Pass to one or more Assets, make sure you are using the PAT Testing function and select the Asset or Assets you wish to add a Formal Visual Test Pass to in the Main Window.

Description	Asset ID	Last Full Test Date	Next Full Test Date	Last Formal Visual Inspection Date	Next Formal Visual Date
Kettle	Kettle			14/11/2017	14/05/2018
Laptop	Laptop			14/11/2017	14/05/2018
Microwave	Microwave			14/11/2017	14/05/2018
Monitor	Monitor			14/11/2017	14/05/2018
Toaster	Toaster			14/11/2017	14/05/2018
TV	TV			14/11/2017	14/05/2018

Selecting multiple Assets in the Main Window

Select Add Formal Visual Test Pass from the Functions Menu.

Auto Scheduler Visual Test Pass Add Formal Test Result Functions

Functions Menu - Add Formal Visual Test Pass

You will be prompted for confirmation.

PATGuard3 Add visual test pass? OK Cancel

Add Formal Visual Test Pass confirmation

Selecting OK will add a visual test pass with the current date to the test results for the selected Asset or Assets.

Add Manual Test Result

Seaward PATGuard 3 - Add Formal Visual Test Pass confirmation - 1

Add Manual Test Results

The Add Manual Test Result feature allows a manual test result to be added to an Asset that is already in the database.

To add a Manual Test Result to an Asset, make sure you are using the PAT Testing function and highlight the Asset you wish to Add Manual Test Results to in the Main Window.

Auto Scheduler Visual Test Pass Add Formal Test Result Functions

Functions Menu - Add Manual Test Results

Selecting the Add Manual Test Result button opens the Asset Details windows and the corresponding Test Details window.

Asset Details Asset Details Advanced Test Details Test Instrument: Test Code 1: Serial No.: Test Code 2: Test Results Test type Result Unit Status Skipped Comments Comment Default photo Attachment 0/0 Add Result Delete Result OK Cancel Add Attachment Delete Attachment Notes... << >> OK Cancel Add Results... Delete

Asset Details and Test Details Window

In the Test Details window, click on the box under Test type and from the dropdown add the test required from the list. The Result and Unit can be added as free text and finally the Status is selected from the dropdown.

Select OK to close the Test Details window and save the manually added data.

The date of this manually added result can be changed by selecting the Date field, immediately after entry, and selecting the relevant date from the dropdown.

Note; the date cannot be changed on old data / previously added manual data - the date change only works on new manual entries.

Selecting OK saves and closes Asset Details window.

Create PATGuard Viewer CD

Seaward PATGuard 3 - Add Manual Test Results - 3

Create PATGuard Viewer CD

PATGuard Viewer is a 'view' only version of the program that can be freely issued to Clients and others so that they can view the database and print their own Reports.

Not all versions of PATGuard 3 can create a Viewer CD, refer to the PATGuard 3 Versions page for more information.

To create a PATGuard 3 Viewer CD, make sure you are using either the PAT Testing, Universal Risk Assessment or Site Reports function. Select the Client you wish to create a Viewer CD for in the Tree View in the Navigation Pane. Only the data for that Client will be added to the Viewer CD. Alternatively, to include the entire database, select the top level of the database in the Tree View in the Navigation Pane.

Seaward PATGuard 3 - Create PATGuard Viewer CD - 1

flowchart

graph TD
    A["G:\PATGuard3.mdb"] --> B["Client 1"]
    B --> C["Site 2"]
    B --> D["Recycled"]
    B --> E["Site 1"]

Select a Client or the top level of the database

Select the Create Viewer CD option from the Functions Menu.

Seaward PATGuard 3 - Create PATGuard Viewer CD - 2
Functions Menu - Create Viewer CD

This will open the Create Viewer CD Image window, which allows you to set the options for your Viewer CD.

Create Viewer CD Image window

$Create Viewer CD Image Splash screen (.bmp): F:\Splash.bmp Company logo (.jpg): F:\Logo.jpg CD image directory: F:\Viewer CD Browse... Browse... Browse... Create CD Image Close$

Create Viewer CD Image window

The PATGuard Viewer CD can be customised by changing the Splash Screen and Company Logo. The Splash Screen appears when the PATGuard Viewer is started, and the Company Logo will appear on all Reports generated with PATGuard Viewer.

Changing Splash Screen

To change the Splash Screen, select Browse... next to Splash screen (.bmp) to open the Open Splash Screen window.

Open Libraries Search Libraries Organize Favorites Libraries Documents Music Pictures Videos Homegroup Computer Network Libraries Open a library to see your files and arran... Documents Library Music Library Pictures Library Videos Library File name: JPEG images (*.jpg) Open Cancel

Open Splash Screen window

Browse to the location of the Bitmap (.bmp) file that you would like to use as the Splash Screen. Select OK to select the file and return to the Create Viewer CD Image window.

Changing Company Logo

To change the Company Logo, select Browse... next to Company logo (.jpg) to open the Open Company Logo window.

Open Company Logo window

Browse to the location of the JPEG (.jpg) file that you would like to use as the Company Logo. Select OK to select the file and return to the Create Viewer CD Image window.

Setting CD image directory

To set the folder you would like to output the Viewer CD image to, select Browse... next to CD image directory to open the Browse for CD image directory window.

$Browse for Folder Select a directory for the viewer CD image C:\Users\Engineering\Desktop\ViewerCD Desktop Network Libraries Engineering Computer ViewerCD OK Cancel$

Browse for CD image directory window

Browse to the location of the folder that you would like to output the CD image files to (in the example above, the previously created ViewerCD folder on the Desktop). Select OK to select the file and return to the Create Viewer CD Image window.

NB: The CD image directory should be an empty folder, and never the root directory (e.g. C:) or any other important system folder.

Creating Viewer CD image

After setting the various Viewer CD options, select Create CD Image to generate the Viewer CD files.

$PATGuard3 The CD image was created successfully. You need to burn the CONTENTS of the E:\ directory on to the root of your CD. Make sure you do not include the directory itself on the CD. OK$

Create Viewer CD Image Created confirmation window

Once the Viewer CD files have been successfully generated, copy all of the generated files onto a blank CD or DVD using your normal CD creating software program.

It is a good idea to check the Viewer CD has been created correctly by installing on your own PC before sending to a Client.

Seaward PATGuard 3 - Help Menu - 1

File Data Transfer Functions Help i Setup Help About Wizard Topics Check for Updates Check for Updates

Help Menu

The Help Menu contains the following options:

About PATGuard 3
Setup Wizard
Help Topics

Click on the links above for more information about each option.

Style Options

Seaward PATGuard 3 - Style Options - 1

Style Options

The appearance of PATGuard 3 can be customised using the Style feature, which can be accessed from the

top right corner of the Ribbon. As well as the Default Style there are a number of Optional Styles to choose from. These can be selected using the Style option in the programme.

Style Office 2007 (Blue Style) Office 2007 (Black Style) Office 2007 (Silver Style) Office 2007 (Aqua Style) Windows 7

Windows 7 Styles

Default Style

The default style for PATGuard 3 is "Windows 7".

$PATGuard 3 - Elite File Data Transfer Functions Help New Open Setup Add Add Add Last Download Only Database File Edit Client Site Location Add Asset Find Find Next Asset View Filter Auto Schedule Time Manager Database Setup Add Level View PAT Testing C:\Users\ArfanH\Desktop\test 1.mdb Client 1 Recycled Site 1 Description Asset ID Last Full Test Date Next F PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments$

Default "Windows 7" style

Optional Styles

There are four optional styles to choose from; "Office 2007 (Blue Style)", "Office 2007 (Black Style)", "Office 2007 (Silver Style)" and "Office 2007 (Aqua Style)".

$PATGuard 3 - Elite File Data Transfer Functions Help New Open Setup Add Site Add Location Add Asset Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager Database Setup Add Level View PAT Testing C:\Users\ArfanH\Desktop\test 1.mdb Client 1 Recycled Site 1 Description Asset ID Last Full Test Date Next PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments$

Optional styles "Office 2007 (Aqua)", "Office 2007 (Silver)", "Office 2007 (Blue)" and "Office 2007 (Black)"

Seaward PATGuard 3 - The Navigation Pane - 1

The Navigation Pane is displayed on the left hand side of the screen. The relative size of the Navigation Pane and Main Window can be adjusted by clicking and dragging the dividing bar with the mouse.

The Navigation Pane is split into two areas. The bottom area of the Navigation Pane provides access to the main PATGuard 3 functions. The functions displayed in the Navigation Pane can be customised to meet your requirements.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

PATGuard 3 Functions

Depending on the function selected, the top of the Navigation Pane will display one of the following:

Tree View
Instruments View

Tree View

The Tree View allows you to navigate the PATGuard 3 database.

Seaward PATGuard 3 - Tree View - 1

flowchart

graph TD
    A["G:\PATGuard3.mdb"] --> B["Client 1"]
    B --> C["Site 2"]
    B --> D["Recycled"]
    B --> E["Site 1"]

Tree View

The top of the Tree View shows the top level of the database. Underneath this are displayed the configured Clients, Sites and Locations. Parts of the Tree View can be expanded and collapsed using the + and - icons the left of a Client or Site.

The Recycle Bin is also shown in the Tree View.

Instruments View

The Instruments View displays a list of configured instrument types in the Navigation Pane.

Instruments All Instruments Seaward Apollo 600 Seaward PrimeTest 350 Seaward Supernova Elite Instruments View

Refer to the Instruments section for more information.

The Navigation Pane can be customised by hiding, minimising, or rearranging the various PATGuard 3 function buttons to better meet your requirements.

Hiding functions

Depending on how you wish to use PATGuard 3 and the functions that you will make use of, you may wish to hide certain functions from the Navigation Pane. For example, if you do not wish to produce Site Reports you may choose to hide this function.

To do this, select the >> button at the bottom of the Navigation Pane to display the Navigation Pane menu.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments Show More Buttons Show Fewer Buttons Navigation Pane Options...

Navigation Pane menu

Select Navigation Pane Options... from the Navigation Pane menu. This will open the Navigation Pane Options window.

Navigation Pane Options Display buttons in this order ✓ PAT Testing ✓ Universal Risk Assessment ✓ Site Reports ✓ Address book ✓ Reports ✓ Instruments Move Up Move Down Reset OK Cancel

Navigation Pane Options window

Toggling the checkbox next to each function in the Navigation Pane Options window will change whether that function is visible or hidden in the Navigation Pane. In the example below, only the PAT Testing and Instruments functions are visible.

PAT PAT Testing Instruments

Navigation Pane - only two functions visible

Selecting Reset in the Navigation Pane Options window will set all functions to visible in the Navigation Pane.

Minimising functions

Rather than hiding functions, you may wish to simply minimise the functions you use least often. Minimising functions also provides more space for the database Tree View.

To do this, select the >> button at the bottom of the Navigation Pane to display the Navigation Pane menu.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments Show More Buttons Show Fewer Buttons Navigation Pane Options...

Navigation Pane - Function menu

Select Show Fewer Buttons from the Navigation Pane menu to minimise a function. Functions will be minimised in the order that they appear in the Navigation Pane - in the example above, the Instruments function will be minimised first. To minimise specific functions, rearrange the functions in the Navigation Pane so that the functions you wish to minimise are at the bottom.

In the extreme example below, all of the functions have been minimised.

Screenshot of a software toolbar with icons for file operations, editing, and navigation

Navigation Pane - All function minimised

PATGuard 3 will automatically minimise and maximise functions when running on a small screen or in a small window.

Rearranging functions

You may wish to change the order that functions appear in the Navigation Pane, either to put the functions in a specific order or to enable you to minimise particular functions.

To do this, select the >> button at the bottom of the Navigation Pane to display the Navigation Pane menu.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments Show More Buttons Show Fewer Buttons Navigation Pane Options...

Navigation Pane menu

Select Navigation Pane Options... from the Navigation Pane menu. This will open the Navigation Pane Options window.

Navigation Pane Options Display buttons in this order ✓ PAT Testing ✓ Universal Risk Assessment ✓ Site Reports ✓ Address book ✓ Reports ✓ Instruments Move Up Move Down Reset OK Cancel

Navigation Pane Options window

Selecting a function and using the Move Up and Move Down buttons in the Navigation Pane Options window will change the order the functions appear in the Navigation Pane.

Selecting Reset in the Navigation Pane Options window will set all functions to the default order in the Navigation Pane.

Recycle Bin

3 Recycle Bin

When Assets, Hazards or Site Reports are deleted they are moved to the Recycle Bin.

Assets, Hazards or Site Reports located in the Recycle Bin can be viewed by selecting Recycled in the Tree View. Deleted items corresponding to the current function will be displayed: Assets will be visible when using the PAT Testing function, Hazards when using the Universal Risk Assessment function and Site Reports when using the Site Reports function.

$PAT Testing C:\Users\Engineering\Documents\PATGuard3.mdb Client 1 Site 2 Location 1 Recycled$

Recycle Bin

The deleted Assets, Hazards and Site Reports will be displayed in the Main Window.

Restoring Assets or Hazards

Deleted Assets, Hazards and Site Reports can be restored by right-clicking them in the Main Window and selecting Restore.

Description Asset ID Kettle 123 Restore Details... F8 Test Results... Delete Del

Restore from Recycle Bin

The asset will be moved from the Recycle Bin back into the main database.

NB: In order for Assets or Hazards to be restored from the Recycle Bin, the Client/Site/Location to which they belong must still exist in the database (or be created manually).

Main Window

Seaward PATGuard 3 - Main Window - 1

The Main Window

The Main Window is displayed on the right hand side of the screen. The relative size of the Navigation Pane and Main Window can be adjusted by clicking and dragging the dividing bar with the mouse.

Depending on which of the main PATGuard 3 functions is selected, the Main window will display one of the following views:

• Asset View - selected using the PAT Testing function

○ Filtering the Asset View
○ Sorting the Asset View

Hazard View - selected using the Universal Risk Assessment function
Site Reports View - selected using the Site Reports function
Personnel View - selected using the Address book function
• Reports View - selected using the Reports function
• Instruments View - selected using the Instrument function

Asset View

The Asset View is shown when the PAT Testing function is selected. The Assets View displays the list of Assets for the Client, Site or Location selected in the Tree View on the Navigation Pane.

Description	Asset ID	Last Full Test Date	Next Full Test Date	Last Formal Visual Inspection Date	Next Formal Visual Date
Kettle	Kettle			14/11/2017	14/05/2018
Laptop	Laptop			14/11/2017	14/05/2018
Microwave	Microwave			14/11/2017	14/05/2018
Monitor	Monitor			14/11/2017	14/05/2018
Toaster	Toaster			14/11/2017	14/05/2018
TV	TV			14/11/2017	14/05/2018

Asset View

The column headers can be selected / deselected by right mouse clicking on any of the column headers to display the dropdown. Any items ticked are displayed in the Main Window.

Main Window - Asset View Selection Dropdown

Filtering the Asset View

The Assets displayed in the Asset View can be filtered using the Asset View Filter and Last Download Only options in the File Menu.

Sorting the Asset View

The Assets displayed in the Asset View can be sorted based on the information in each column of the Asset View. To do this, click on the column heading you wish to sort on. The blue triangle will move to that column to show which column the Assets are being sorted on. To reverse the direction of the sort, click the column heading again. The blue triangle will change direction to indicate the direction of the sort.

In the example below, the Asset View has been sorted on the Description column in reverse alphabetical order.

Description	Asset ID	Last Full Test Date	Next Full Test Date	Last Formal Visual Inspection Date	Next Formal Visual Date
TV	TV			14/11/2017	14/05/2018
Toaster	Toaster			14/11/2017	14/05/2018
Monitor	Monitor			14/11/2017	14/05/2018
Microwave	Microwave			14/11/2017	14/05/2018
Laptop	Laptop			14/11/2017	14/05/2018
Kettle	Kettle			14/11/2017	14/05/2018

Asset View - Sorted

Hazard View

The Hazard View is shown when the Universal Risk Assessments function is selected. The Hazard View displays the list of Hazards for the Client, Site or Location selected in the Tree View on the Navigation Pane.

Description	HazardID
Dangerous Plug	123
Trip Hazard	124
Fall Hazard	125

Hazard View

Site Reports View

The Site Reports View is shown when the Site Reports function is selected. The Site Reports View displays the list of Site Reports for the Client, Site or Location selected in the Tree View on the Navigation Pane.

Report ID	Report Type	Site	Location
1	Emergency Lighting	Site 2

Site Reports View

Personnel View

The Personnel View is shown when the Address Book function is selected. The Personnel View displays the External Personnel for the Client, Site or Location selected in the Tree View on the Navigation Pane. If the top-level of the database is selected, the Personnel View displays the Internal Personnel.

Seaward PATGuard 3 - Personnel View - 1
Personnel View

Reports View

The Reports View is shown when the Reports function is selected. The Reports View displays all the potential reports that can be used. Double clicking on one of the report icons brings up a report filter window (not valid for all reports). This is used to select the data, for example, some reports allow the Client, Site or Location to be filtered.

Seaward PATGuard 3 - Reports View - 1
Reports View

Instruments View

The Instruments View is shown when the Instruments function is selected. The Instruments View displays the list of Instruments of the type selected in the Instruments View on the Navigation Pane.

Seaward PATGuard 3 - Instruments View - 1
Instruments View

Short-cut Keys

Seaward PATGuard 3 - Short-cut Keys - 1

Short-cut Keys

A number of common functions in PATGuard 3 can be accessed using the following short-cut keys:

New Database	Ctrl + N
Open File	Ctrl + O
Find	Ctrl + F (in PAT Testing Window)
Help	F1
Rename	F2 (Clients / Sites / Locations)
Find Next	F3
Delete	Del

PATGuard 3 functions

Seaward PATGuard 3 - PATGuard 3 functions - 1

PATGuard 3 functions

The main functions of PATGuard 3 are accessible from the Navigation Pane and are as follows:

PAT Testing
• Universal Risk Assessment
Site Reports
Address Book
Reports
Instruments

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

PATGuard 3 functions

There are also a number of features common to one or more of the above functions which are accessible from the File Menu. These are as follows:

Clients
Sites
Locations

Click on the links above for more information about each function.

Clients

Seaward PATGuard 3 - Clients - 1

Clients

The details of your customers are stored as Clients in the database. Clients can be added from within the PAT Testing, Universal Risk Assessment and Site Reports functions of PATGuard 3. See also Changing Client Details and Deleting Clients.

Adding Clients

To add a client click on the Add Client option in the File Menu, as shown below, to bring up the Client Details window.

Add Client Add Site Add Location Add Asset Add Level

Add Client option

You may find that the Add Client option is greyed out, as shown below.

Add Client Add Site Add Location Add Asset Add Level

Add Client option - greyed out

If this is the case, make sure you have the correct function selected, and click on the top level of the database Tree View in the Navigation Pane. You will now be able to add a client to the database.

$PAT Testing G:\PATGuard3.mdb Recycled$

Top level of database Tree View selected

Client Details Window

Selecting Add Client opens the Client Details window and allows you to view, add or amend the contact details of your customers, including address, telephone and email details, a reference number and any other notes you would like to add about the Client.

Client Details Client Name: Client 1 Company: Acme Company Address: The Acme Building Reference: 325/A4 1 Acme Way Contact: Mr Joe Bloggs London Telephone: 0123456789 Fax: 0123456788 Postcode: SW1 1AA Email: joe@acme.com Notes: The Acme Company is our biggest company. Personnel... OK Cancel

Client Details window

Personnel responsible for Client

The Personnel button in the Client Details window displays details of Internal Personnel assigned to the client. In this case two Internal Personnel have been assigned to this Client, one in an Administration role and one in a Technical role.

Personnel for Client 1 Surname Name Admin Technical Smith John No Yes Smith Jane Yes No Close

Personnel assigned to Client

Personnel details are stored in the Address Book. See Adding Internal Personnel for more information on how to add Internal Personnel and assign them to particular Clients.

Changing Client Details

Client details can be changed at any time by double-clicking the Client name in either the database Tree View in the Navigation Pane, or in the Main Window. This will bring up the Client Details window. You can also rename a client by right clicking the client name in the Tree View and selecting Rename, or by pressing F2 whenever the client is selected.

Deleting Clients

Clients can be deleted by selecting them in either the database Tree View in the Navigation Pane, or in the Main Window, and pressing Delete. You can also delete a client by right clicking the client name in the Tree View and selecting Delete. You will be prompted for confirmation.

Client 1 Are you sure you want to delete this item? OK Cancel

Delete Client Confirmation

CAUTION: deleting a Client will also delete any locations, assets and results associated with them.

Sites

Seaward PATGuard 3 - Sites - 1

Sites

The details of addresses where testing is carried out are stored as Sites in the database. Sites can be added from within the PAT Testing, Universal Risk Assessment and Site Reports functions of PATGuard 3. See also Changing Site Details and Deleting Sites.

Depending on your individual requirements, for example whether you are a contractor or perform in-house testing only, sites can be created at the top level of the database or can be associated with a particular Client and appear undemeath that Client in the Tree View in the Navigation Pane. An example of both types of Site is shown below - Site 1 is not associated with a Client, whereas Site 2 is associated with Client 1.

Seaward PATGuard 3 - Sites - 1

flowchart

graph TD
    A["G:\PATGuard3.mdb"] --> B["Client 1"]
    B --> C["Site 2"]
    B --> D["Recycled"]
    B --> E["Site 1"]

Two types of Site

Adding Sites

To add a Site click on the Add Site option in the File Menu, as shown below, to bring up the Site Details window.

Add Client Add Site Add Location Add Asset Add Level

Add Site option

You may find that the Add Site option is greyed out, as shown below.

Add Client Add Site Add Location Add Asset Add Level

Add Site option - greyed out

If this is the case, make sure that either the top level of the database or a particular Client is selected within the Tree View in the Navigation Pane. You will now be able to add a Site to the database.

Site Details

The Site Details window allows you to view, add or amend the details of a Site, including the name of the Site, the Client (this will be pre-populated if you created the site under a Client in the Tree View), address and contact details and any other notes you would like to add about the Site.

If the box Site not at client location is not ticked, the fields will automatically contain address and contact details of the Client.

Site Details window

Attaching photos to Site Details

You can also attach photos of the Site to the Site Details. To do this, click the Add Attachment button in the Site Details window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the Site Details. Multiple photos can be attached to each Site and comments can be added to each photo. To select the default photo for a Site, click the Default photo box in the Site Details window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Personnel responsible for Site

The Personnel button in the Site Details window displays details of Internal Personnel responsible for the Site. In this case two Internal Personnel have been assigned to this Site, one in an Administration role and one in a Technical role.

Personnel for Client 1 Surname Name Admin Technical Smith John No Yes Smith Jane Yes No Close

Personnel assigned to Site

Personnel details are stored in the Address Book. See Adding Internal Personnel for more information on how to add Internal Personnel and assign them to particular Site.

Changing Site Details

Site details can be changed at any time by double-clicking the Site name in either the database Tree View in the Navigation Pane or in the Main Window. This will bring up the Site Details window. You can also rename a Site by right clicking the Site name in the Tree View and selecting Rename, or by pressing F2 whenever the site is selected.

Deleting Sites

Sites can be deleted by selecting them in either the database Tree View in the Navigation Pane, or in the Main Window, and pressing Delete. You can also delete a site by right clicking the site name in the Tree View and selecting Delete. You will be prompted for confirmation.

Site 2 Are you sure you want to delete this item? OK Cancel

Delete Site Confirmation

CAUTION: deleting a Site will also delete any locations, assets and results associated with it.

Locations

3 Locations

Locations provide a way of dividing Sites into smaller, more manageable sections. Locations can be added from within the PAT Testing, Universal Risk Assessment and Site Reports functions of PATGuard 3. See also Changing Location Details and Deleting Locations.

The exact meaning of a Location can change depending on your individual requirements. If a Site represents a single building, for example, a Location could be a room within that building. If a Site has multiple buildings, a Location could be a specific building on that Site.

Adding Locations

To add a Location, first select the Site that the Location is to be created at in the Tree View in the Navigation Pane.

$Site Reports C:\PATGuard3.mdb Client 1 Site 2 Recycled Site 1$

Select a Site

To add the Location click on the Add Location option in the File Menu, as shown below, to bring up the Location Details window.

Add Client Add Site Add Location Add Asset Add Level

Add Location option

You may find that the Add Location option is greyed out, as shown below.

Add Client Add Site Add Location Add Asset Add Level

Add Location option - greyed out

If this is the case, make sure you are within a Site that the Location will be added to from within the Tree View in the Navigation Pane.

Location Details

The Location Details window allows you to view, add or amend the details of a Location, including the name and description of a Location, the associated Client and Site (these may already be pre-populated with the details of the Client and Site you selected in the Tree View), and any other notes you would like to add about the Location.

Location Details Location Name: Office 1 Description: Sales office Client Name: Client 1 Site Name: Site 2 Notes: Must also test equipment stored in the cupboard by the window. Attachment 1/1 OK Cancel Add Attachment Delete Attachment

Location Details window

Attaching photos to Location Details

You can also attach photos of the Location to the Location Details. To do this, click the Add Attachment button in the Location Details window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the Location Details. Multiple photos can be attached to each Location and comments can be added to each photo. To select the default photo for a Location, click the Default photo box in the Location Details window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Changing Location Details

Location details can be changed at any time by double-clicking the Location name in either the database Tree View in the Navigation Pane or in the Main Window. This will bring up the Location Details window. You can also rename a Location by right clicking the Location name in the Tree View and selecting Rename, or by pressing F2 whenever the site is selected.

Deleting Locations

Locations can be deleted by selecting them in either the database Tree View in the Navigation Pane, or in the Main Window, and pressing Delete. You can also delete a Location by right clicking the site name in the Tree View and selecting Delete. You will be prompted for confirmation.

Location1 Are you sure you want to delete this item? OK Cancel

Delete Location Confirmation

CAUTION: deleting a Location will also delete any assets and results associated with it.

PAT Testing

Seaward PATGuard 3 - PAT Testing - 1

PAT Testing

The PAT Testing function of PATGuard 3, which is accessible from the Navigation Pane, allows you to view, add and amend details of Assets, manually add Test Results and perform PAT Risk Assessments.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - PAT Testing

When the PAT Testing function is selected in the Navigation Pane, the Main Window will show the Assets associated with whichever Site or Location is selected in the database Tree View, along with details of the last and next test dates for those Assets. Items due for tests are highlighted in red.

$PAT Testing G:\PATGuard3.mdb Client 1 Site 2 Recycled Site 1$

Navigation Pane - Tree View

Description	Asset ID	Last Full Test Date	Last Full Test Result	Visual result
Computer	00001	14/11/2017	Passed	Pass
IEC Lead	00002	14/11/2017	Passed	Pass
Kettle	00003	13/11/2017	Passed	Pass
Microwave	00004	13/11/2017	Passed	Pass

Main Window - Asset View

The column headings, in the Main Window, can be selected from a dropdown - right mouse click on any of the headers to display the dropdown.

Main Window - Asset View Selection Dropdown

PAT Testing functions

The main PAT Testing functions of PATGuard 3 are as follows:

Assets
Test Results

• PAT Risk Assessment

There are also a number of other features associated with the PAT Testing functions of PATGuard 3. These are as follows:

Clients
Sites
Locations

Click on the links above for more information about each function.

Assets

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Assets

Assets refer to physical items to be tested. PATGuard 3 allows you to add Assets to a particular Site or Location, to manually add test results, and also to add PAT Risk Assessments to those Assets.

Viewing and Filtering Assets

To view the Asset Details for a particular Asset, double-click the Asset in the Main Window.

To review Test Results for an Asset, open the Asset Details window and double click on the Test Result you want to view. See also Changing Asset Details and Deleting Assets.

You can also filter Assets by certain criteria. For more information on filtering Assets, refer to the Find, Asset View Filter and Last Download Only pages.

Manually Adding Assets

To add an Asset, first select the Site or Location that the Asset is to be created at in the Tree View in the Navigation Pane.

Seaward PATGuard 3 - Manually Adding Assets - 1

flowchart

graph TD
    A["C:\PATGuard3.mdb"] --> B["Client 1"]
    B --> C["Site 2"]
    B --> D["Recycled"]
    B --> E["Site 1"]

Select a Site or Location

Option 1; To add the Asset click on the Add Asset option in the File Menu, as shown below, to bring up the Asset Details window. Test Results can be added using the Add Results button in the Asset Details window.

Add Client Add Site Add Location Add Asset Add Level

Add Asset option

Option 2; The Add Manual Test Result feature allows a manual test result to be added to an Asset that is already in the database. This feature automatically opens the Asset Details and Test Results Windows ready for results to be added.

Cloning Assets

A quick way to duplicate an Asset, which is useful if you have multiple similar items to add, is to right click on the Asset in the Main Window and select Clone. This will create a copy of the Asset, but without any Test Results, see Manually Adding Assets for details on how to add Test Results.

Coffee Machine Clone Delete Del

Clone Assets

Asset Details

The Asset Details window allows you to view, add or amend details of the Asset, including Asset ID, Description and Asset Group. The Site and Location will already be populated.

Asset Details window

The Asset Details window can also be viewed by double-clicking the Asset in the Main Window.

Advanced Asset Details

The Advanced Asset Detail tab allows you to add additional information about an Asset, including the Make,

Model and Serial Number.

Asset Details Asset Details Advanced Make: Morphy Richards Model: Purple Plus Serial No.: n/a Test Code 1: Test Code 2:

Asset Detail Window - Advanced tab

If your test instrument supports Test Codes, these will be displayed. Please refer to your test instrument manual for more information on Test Codes.

Retest Period

The Retest Period for Full Test and Formal Visual Test can also be set in the Asset Details window.

Full Test Test Period: Group Default 24 Months Next Due: Untested Program: Formal Visual Test Test Period: Group Default 12 Months Next Due: Untested Program:

Asset Detail Window - Retest period

The options for Retest Period include:

• No Re-test - no Retest Period is defined
- User Defined - Retest Period can be manually entered in the Asset Details window and will automatically be calculated from the last test date
- Group Default - the Retest Period will be set based on the Asset Group the Asset belongs to
- As Risk Assessment - the Retest Period will be set based on the results of a PAT Risk Assessment

Asset Notes

You can add notes about an Asset to the Asset Details. To do this, click the Notes... button in the Asset Details window. This will open the Asset Notes window.

Asset Notes This asset is located in the cupboard in the kitchen. OK Cancel

Asset Detail Window - Notes window

The text included in the Asset Notes is the text that appears in Comments Lines of the Main Window - for help in selection / de-selection of the Comments Lines see Asset View.

Manually adding Test Results

To manually add Test Results to an Asset, click on Add Results... in the Asset Details window.

See the Test Results page for more information on manually adding Test Results to an Asset.

Adding a PAT Risk Assessment

To add a PAT Risk Assessment to the Asset, click on Perform Risk Assessment... in the Asset Details window.

See the PAT Risk Assessment page for more information on adding a PAT Risk Assessment to an Asset.

Deleting Test Results or PAT Risk Assessments

To delete Test Results or a PAT Risk Assessment associated with a Asset, select the row containing the test results or PAT Risk Assessment in the Asset Details window and hit the Delete button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected test from the database? Yes No

Delete Test Results / PAT Risk Assessment

Attaching photos to Asset Details

You can attach photos of the Asset to the Asset Details. To do this, click the Add Attachment button in the Asset Details window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the Asset Details. Multiple photos can be attached to each Asset and comments can be added to each photo. To select the default photo for a Asset, click the Default photo box in the Asset Details window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Changing Asset Details

Asset details can be changed by double-clicking the Asset in the Main Window this will bring up the Asset Details window.

Moving Assets

Assets can be moved using two methods;

Option 1; In the Asset Details tab of the Asset Details window, the Site Name and Location Name can be altered by selection from the corresponding dropdown. Once the relevant Site and Location has been selected the changes are only confirmed after selecting OK to save / close the Asset Details Window.

Asset Details Advanced Asset Id: SPT1 Description: Fire Extingusher Asset Group: < None > Site Name: Birmingham Location Name: Kitchen

Asset Detail Window - Asset Details tab

Option 2; You can highlight a single Asset or multiple Assets and Drag and Drop them from the the Main Window to a Site / Location in the Navigation Pane.

$PAT Testing P:\PATGuard3\demodatabase.mdb Jackson Birmingham Bristol Sales Dept Service Dept London Reading Recycled Sun Studio Description Asset ID Computer SPT11 PC JSQ3 PC Monitor JSQ8 Printer JSQ9$

Navigation Pane Main Window

Note; the icon of the mouse will change to show if you can move to the Site / Location selected.

Deleting Assets

Assets can be deleted by selecting them in the Main Window, and pressing Delete or by right mouse clicking on the asset and selecting Delete from the menu.

Coffee Machine Clone Delete Del

Delete Assets Selection

You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected items? OK Cancel

Delete Asset Confirmation

Deleted Assets can be restored from the Recycle Bin.

CAUTION: deleting an Asset will also delete any Test Results or PAT Risk Assessments associated with it.

Test Results

Seaward PATGuard 3 - Test Results - 1

Test Results

Test Results are linked to individual Assets and store details of visual inspections, electrical tests and PAT Risk Assessments associated with that Asset.

View Test Results

To view Test Results for an Asset, you firstly need to open the Asset Details window by double-clicking the Asset in the Main Window. The information for this Asset are displayed in this window. See also Changing Asset Details and Deleting Assets.

Asset Details window

The Test Results window displayed in the Asset Details can show details of visual inspections, electrical tests and PAT Risk Assessments associated with that Asset. Double-clicking in Test Result section will open the Test Details window or the PAT Risk Assessment window, depending on the type of Test Result.

Manually adding Test Results

Clicking Add Results... in the Asset Details windows will open a blank Test Details window for you to manually enter Test Results. Alternatively, the Add Manual Test Result button can be selected from the Functions Menu.

Test Details window

The Test Details window allows you to view, add or amend details of individual Results for an Asset. For new electrical tests, you can select the Test Instrument used to associate with the Results.

Test Details window

To add a Result, click Add Result in the Test Details window to add a new Result. Select the Test type from the available options and enter the Result and Status (whether the Test was a Pass or Fail, for example). You can also select the units, although this will normally be automatically selected for you. Continue adding results using the Add Result... button until you have entered the complete sequence of tests. If you need to delete a row, select the row and click the Delete Result.

Attaching photos to a Test Result

You can also attach photos of the Asset to the Test Result. To do this, click the Add Attachment button in the Test Details window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the Test Result. Multiple photos can be attached to each Test Result and Comments can be added to each photo. To select the default photo for a Test Result, click the Default photo box in the Test Details window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Delete Result

To delete a Test Result, select the row containing the test results or PAT Risk Assessments in the Test Details window and hit the Delete Result... button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected test from the database? Yes No

Delete Test Results

PAT Risk Assessment

3 PAT Risk Assessment

PAT Risk Assessments can be performed directed from the Asset Details window by clicking the Perform Risk Assessment... button. They can also be performed by clicking on an Asset in the Main Window and selecting PAT Risk Assessment from the Function Menu, as shown below, to bring up the PAT Risk Assessment window.

15 PAT Risk Assessment Universal Risk Assessment Risk Assessment

PAT Risk Assessment option

PAT Risk Assessment window

The PAT Risk Assessment window allows you to view or complete a PAT Risk Assessment for an Asset. Entering details about the Asset and the environment at the Site or Location will automatically calculate a

recommended Retest Period.

PAT Risk Assessment window

Attaching photos to a PAT Risk Assessment

You can also attach photos of the Asset to the PAT Risk Assessment. To do this, click the Add Attachment button in the PAT Risk Assessment window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the PAT Risk Assessment. Multiple photos can be attached to each PAT Risk Assessment and comments can be added to each photo. To select the default photo for a PAT Risk Assessment, click the Default photo box in the PAT Risk Assessment window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Universal Risk Assessment

3 Universal Risk Assessment

The Universal Risk Assessment function of PATGuard 3, which is accessible from the Navigation Pane, allows you to view, add and amend details of Hazards and perform Universal Risk Assessments.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Universal Risk Assessment

When the Universal Risk Assessment function is selected in the Navigation Pane, the Main Window will show the Hazards associated with whichever Site or Location is selected in the database Tree View.

Description Trip Hazard Fall Hazard HazardID 00001 00002

Main Window - Hazard View

Universal Risk Assessment functions

The main Universal Risk Assessment functions of PATGuard 3 are as follows:

Hazards
• Perform Universal Risk Assessment

There are also a number of other features associated with the Universal Risk Assessment functions of PATGuard 3. These are as follows:

Clients
Sites
Locations

Click on the links above for more information about each function.

Hazards

3 Hazards

PATGuard 3 allows you to add Hazards to a particular Site or Location, and also to add Universal Risk Assessments to those Hazards.

Manually adding Hazards

To add a Hazard, first select the Universal Risk Assessment function from the Navigation Pane and then select the Site or Location that the Hazard is to be created at in the Tree View of the Navigation Pane. See

also Changing Hazard Details and Deleting Hazards.

$Site Reports C:\PATGuard3.mdb Client 1 Site 2 Recycled Site 1$

Select a Site or Location

To add the Hazard click on the Add Hazard option in the File Menu, as shown below, to bring up the Hazard Details window.

Add Client Add Site Add Location Add Hazard Add Level

Add Hazard option

Hazard Details

The Hazard Details window allows you to view, add or amend details of the Hazard, including Hazard ID and Description, and to perform a Universal Risk Assessment for the Hazard. The Site and Location will already be populated.

Hazard Details Hazard ID: 00001 Description: Trip Hazard Site Name: Site 2 Location Name: Location1 Perform Risk Assessment... Risk Assessments Date Test No. Actions Complete Actions Due Person 04/07/2013 No Admin Delete << >> OK Cancel

Hazard Details window, including a Universal Risk Assessment

The << and >> buttons can be used to view the previous / next Hazard at that Site or Location.

Adding a Universal Risk Assessment

To add a Universal Risk Assessment to the Hazard, click on Perform Risk Assessment...

See the Perform Universal Risk Assessment page for more information on adding a Universal Risk Assessment to a Hazard.

Deleting a Universal Risk Assessment

To delete a Universal Risk Assessment associated with a Hazard, select the row containing the Universal Risk Assessment and hit the Delete button. The row selected will be highlighted as red and you will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected test from the database? Yes No

Delete Universal Risk Assessment

Changing Hazard Details

Hazard details can be changed by making sure the Universal Risk Assessment function is selected in the Navigation Pane and double-clicking the Hazard in the Main Window. This will bring up the Hazard Details window.

Moving Hazards

Hazard can be moved by double-clicking the Hazard in the Main Window. This will bring up the Hazard Details window.

The Site Name and Location Name can be altered by selection from the corresponding dropdown. Once the relevant Site and Location has been selected the changes are only confirmed after selecting OK to save / close the Hazard Details Window.

Deleting Hazards

Hazards can be deleted by selecting them in the Main Window, and pressing Delete. Alternatively, you can right mouse click on the Hazards, in the Main Window, and select Delete.

Description	HazardID
Large Plant Pot	HZ0001
frayed wire at ceiling height	HZ0002	Delete	Del

Delete Hazard Confirmation

You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected items? OK Cancel

Delete Hazard Confirmation

Deleted Hazards can be restored from the Recycle Bin.

CAUTION: deleting a Hazard will also delete any Universal Risk Assessments associated with it.

Perform Universal Risk Assessment

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Perform Universal Risk Assessment

Universal Risk Assessments can be performed directly from the Hazard Details window using the Perform Risk Assessment... button.

Hazard Details - Universal Risk Assessment selection

Universal Risk Assessments can also be performed by clicking on a Hazard in the Main Window and selecting Universal Risk Assessment from the Risk Assessment section of the Function Menu, as shown below, to bring up the Universal Risk Assessment window.

15 PAT Risk Assessment Universal Risk Assessment Risk Assessment

Universal Risk Assessment option

Note; you will need to be in the correct Site / Location, in the Navigation Pane, to be able to select Universal Risk Assessment from the Risk Assessment section of the Function Menu.

Universal Risk Assessment window

When the Universal Risk Assessment is first performed the window it opens shows the Username, Site, Location, Hazard ID and Hazard Description already populated.

Username Site Location Hazard Id Hazard Description Who might be harmed and how? Current Controls in place Impact of Risk event Probability of Occurrence Add Action << Admin Site 2 Location1 00001 Trip Hazard Minor Unlikely Comment Default photo Attachment 0/0 Add Attachment Delete Attachment Ok Cancel

Universal Risk Assessment window - new entry

Additional information such as who might be harmed / controls can be added. In addition, a risk assessment can be performed to determine the impact of the hazard, which will advise the risk level.

Universal Risk Assessment window - risk calculation

Add Action

From within the Universal Risk Assessment, corrective actions can be added by clicking the Add Action button. This will add an Action to the bottom of the Universal Risk Assessment, as shown below.

Universal Risk Assessment - Add Action

Note; multiple actions can be added to a single Universal Risk Assessment.

Attaching photos to Universal Risk Assessment

You can also attach photos of the Hazard to the Universal Risk Assessment. To do this, click the Add Attachment button in the Universal Risk Assessment window. This will open the Open Photo window.

Open Photo window

Browse to find the photo you want to attach and click Open to attach the photo to the Universal Risk Assessment. Multiple photos can be attached to each Universal Risk Assessment and comments can be added to each photo. To select the default photo for a Universal Risk Assessment, click the Default photo box in the Universal Risk Assessment window.

You can scroll through the attached photos using the << and >> buttons and delete attached photos using the Delete Attachment button. You will be prompted for confirmation.

PATGuard3 Delete picture? Yes No

Delete Picture Confirmation

Printing a Universal Risk Assessment

A print button only appears in the Universal Risk Assessment window once it has been reopened after the initial creation of the assessment.

Universal Risk Assessment window - with Print button

Selecting Print in this window will take you to a standard print options selection window.

Site Reports

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Site Reports

The Site Reports function of PATGuard 3, which is accessible from the Navigation Pane, allows you to view, add and amend details of Site Reports relating to particular Sites and Locations.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Site Reports

When the Site Reports function is selected in the Navigation Pane, the Main Window will show the Site Reports associated with whichever Site or Location is selected in the database Tree View.

Report ID	Report Type	Site	Location
10023	Emergency Lighting	Site 1	Restaurant
10024	Fire Alarm	Site 1	Restaurant

Main Window - Site Report View

Site Reports functions

The main Site Reports functions of PATGuard 3 include the ability to add, view and amend the following reports:

• Emergency Lighting
- Fire Alarm

There are also a number of other activities associated with the Site Reports functions of PATGuard 3. These are as follows:

Clients
Sites
Locations

Click on the links above for more information about each function.

Emergency Lighting

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Emergency Lighting

PATGuard 3 allows you to create an Emergency Lighting Site Report for a given Site or Location. See also Editing Emergency Lighting Site Reports and Deleting Emergency Lighting Site Reports.

To add an Emergency Lighting Site Report, first select the Site or Location that you wish to create an Emergency Lighting Site Report for in the Tree View in the Navigation Pane.

$Site Reports C:\PATGuard3.mdb Client 1 Site 2 Recycled Site 1$

Select a Site or Location

Next click on the Emergency Lighting option in the Functions Menu, as shown below, to bring up the Emergency Lighting Site Report window.

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Site Reports - Emergency Lighting

Emergency Lighting Site Report

The Emergency Lighting Site Report window allows you to view or complete an Emergency Lighting assessment for a given Site or Location. Some fields will already be populated with Client or Site details.

Emergency Lighting Site Report window

Editing an Emergency Lighting Site Report

To edit an Emergency Lighting Site Report, double-click the Emergency Lighting Site Report in the Main Window to bring up the Emergency Lighting Site Report window.

Deleting an Emergency Lighting Site Report

To delete an Emergency Lighting Site Report, select the Emergency Lighting Site Report in the Main Window and hit the Delete button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected items? OK Cancel

Delete Emergency Lighting Site Report

Printing an Emergency Lighting Site Report

A print button only appears in the Site Report window once it has been reopened after the initial creation of the report.

Emergency Lighting Site Report window - with Print button

Selecting Print in this window will take you to a standard print options selection window.

Fire Alarm

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Fire Alarm

PATGuard 3 allows you to create a Fire Alarm Site Report for a given Site or Location. See also Editing Fire Alarm Site Reports and Deleting Fire Alarm Site Reports.

To add a Fire Alarm Site Report, first select the Site or Location that you wish to create a Fire Alarm Site Report for in the Tree View in the Navigation Pane.

$Site Reports C:\PATGuard3.mdb Client 1 Site 2 Recycled Site 1$

Select a Site or Location

Next click on the Fire Alarm option in the Functions Menu, as shown below, to bring up the Fire Alarm Site Report window.

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Site Reports - Fire Alarm

Fire Alarm Site Report

The Fire Alarm Site Report window allows you to view or complete a Fire Alarm assessment for a given Site or Location. Some fields will already be populated with Client or Site details.

Fire Alarm Site Report window

Editing a Fire Alarm Site Report

To edit a Fire Alarm Site Report, double-click the Fire Alarm Site Report in the Main Window to bring up the Fire Alarm Site Report window.

Deleting a Fire Alarm Site Report

To delete a Fire Alarm Site Report, select the Fire Alarm Site Report in the Main Window and hit the Delete button. You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected items? OK Cancel

Delete Fire Alarm Site Report

Printing a Fire Alarm Site Report

A print button only appears in the Site Report window once it has been reopened after the initial creation of the report.

Fire Alarm Site Report window - with Print button

Selecting Print in this window will take you to a standard print options selection window.

Address Book

3 Address Book

The Address Book function, which is accessible from the Navigation Pane, allows you to view, add and amend details of Personnel. These Personnel can either be Internal Personnel or External Personnel.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

When the Address Book is selected in the Navigation Pane, the Main Window will show the External Personnel associated with whichever Client, Site or Location is selected in the database Tree View. If the top level of the Database is selected in the Tree View, the Main Window will show the Internal Personnel.

Add Personnel... John Smith Jane Smith

Main Window - Address Book View

Internal Personnel

Internal personnel are staff that you employ or that otherwise work on your behalf. They can be either Technical or Administration staff and can be assigned responsibility for individual clients and sites.

See Adding Internal Personnel for more information.

External Personnel

External personnel are staff associated with a particular Client, Site or Location. They act as a contact for that Client, Site or Location and can receive relevant Reports by email.

See Adding External Personnel for more information.

Adding Internal Personnel

3 Adding Internal Personnel

Note; when the Address Book is selected in the Navigation Pane, if the top level of the Database is selected in the Tree View, the Main Window will show the Internal Personnel.

To add new Internal Personnel, select the Address Book from the Navigation Pane.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Address Book

Select the top level of the database in the Tree View.

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flowchart

graph TD
    A["G:\PATGuard3.mdb"] --> B["Client 1"]
    B --> C["Site 2"]
    B --> D["Recycled"]
    B --> E["Site 1"]

Top level of database Tree View selected

The Main Window will show the names of any Internal Personnel that have already been added. Click on Add Personnel... in the Main Window to add new Internal Personnel.

Add Personnel... John Smith Jane Smith

Main Window - Address Book View

Internal Personnel Details

The Internal Personnel Details window allows you to view, add or amend the details of the Internal Personnel, including address, telephone and email details and whether they are Administration or Technical staff.

Personnel Forename: Jane Surname: Smith Company: PAT Ltd Department: Administration Address: PAT Ltd HQ Telephone: 0122345678 An Industrial Estate Fax: 0122345679 North of Watford Gap Email: jane@pat.co.uk Postcode: NE1 2BE Available Clients/Sites: Responsibilities: >> Client 1 Site 1 Site 2 << Administration Technical OK Cancel

Internal Personnel Details

Responsibility for Clients and Sites

The Internal Personnel Details window is also used to assign responsibility for Clients or Sites to a particular staff member. A list of available Clients and Sites appears in the Available Clients/Sites box. To assign responsibility for a particular Client or Site, use the >> button to move the Client or Site to the Responsibilities box. To remove responsibility for a particular Client or Site, use the << button to more the Client or Site back to the Available Clients/Sites box.

In the example below, John Smith is responsible in a Technical role for Client 1 and Site 1, but not Site 2.

Personnel Forename: John Surname: Smith Company: PAT Ltd Department: Test Services Address: Pat Ltd HQ Telephone: 0122345678 An Industrial Estate Fax: 0122345679 North of Watford Gap Email: john@pat.co.uk Postcode: NE1 2BE Available Clients/Sites: Site 2 Responsibilities: Client 1 Site 1 << Administration Technical OK Cancel

Personnel Details Window - Site/Client Responsibility

Changing Internal Personnel Details

Internal Personnel details can be changed by double-clicking the name of the Internal Personnel in the Main Window. This will bring up the Internal Personnel Details window.

Deleting Internal Personnel

Internal Personnel can be deleted by selecting the name of the Internal Personnel in the Main Window and pressing Delete or by right mouse clicking on the Personnel icon to open the following selection;

Jane Bloggs Add Personnel... Details... Delete

Personnel Selection

Once Delete is selected you will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected personnel record(s) from the database? OK Cancel

Delete Personnel Confirmation

Adding External Personnel

3 Adding External Personnel

External personnel are staff associated with a particular Client, Site or Location. They act as a contact for that Client, Site or Location and can receive relevant Reports by email. See also Changing External Personnel Details and Deleting External Personnel.

Note; when the Address Book is selected in the Navigation Pane, the Main Window will show the External Personnel associated with whichever Client, Site or Location is selected in the database Tree View.

To add new External Personnel, select the Address Book from the Navigation Pane.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Address Book

Select the Client, Site or Location that you wish to associate the External Personnel with in the database Tree View.

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flowchart

graph TD
    A["Address book"] --> B["G:\PATGuard3.mdb"]
    B --> C["Client 1"]
    C --> D["Site 2"]
    C --> E["Location1"]
    C --> F["Recycled"]
    C --> G["Site 1"]

Client 1 selected in Tree View

The Main Window will show the names of any External Personnel that have already been added for that Client, Site or Location. Click on Add Personnel... in the Main Window to add new External Personnel.

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Main Window - Address Book View

External Personnel Details

The External Personnel Details window allows you to view, add or amend the details of the External Personnel, including telephone and email details.

Personnel Forename: Joe Surname: Bloggs Email: joe@acme.com Telephone: 0123456789 OK Cancel

External Personnel Details

Changing External Personnel Details

External Personnel details can be changed by double-clicking the name of the External Personnel in the Main Window. This will bring up the External Personnel Details window.

Deleting External Personnel

External Personnel can be deleted by selecting the name of the External Personnel in the Main Window and pressing Delete or by right mouse clicking on the Personnel icon to open the following selection;

Jane Bloggs Add Personnel... Details... Delete

Personnel Selection

Once Delete is selected you will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected personnel record(s) from the database? OK Cancel

Delete Personnel Confirmation

Reports

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Reports

The Reports function of PATGuard 3, which is selected from the Navigation Pane, allows you to generate Reports from the information in the PATGuard 3 database, such as Test Reports and Certificates, and also Invoices and Repair Management. For a full list see List of Reports.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Reports

When the Reports function is selected in the Navigation Pane, the Main Window will show the Reports available for selection.

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Asset Barcod...

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Barcode List

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Concise Asset List

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Detailed Asset List

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In Service On Hire

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concise Task Checklist

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Concise Latest Te...

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Concise Test History

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Detailed Latest Te...

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Detailed Test History

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Electrical Test Su...

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Test Certificates

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Test Sequen...

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Test Instrume...

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Certificate of Testing

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Invoice

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List Charges

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Client Details

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Personnel Details

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Short Code Details

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Site Details

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Summary of Tests

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Test Sequen...

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Universal Risk Asses...

Main Window - Available Reports

Reports Functions

There are a number of tasks that can be completed from within the Reports function.

List of Reports
• Generating a Report
• Printing or saving to file

○ Saving a Report to file
○ Print a Report
○ Emailing a Report

- Invoicing

• Repair Management

• Editing Reports

○ Copying a Report

○ Editing a Report

■ How do I Edit a Report

■ How to Shrink the Report Text to fit the Column Width

○ Deleting a Report

○ Restoring a Default Report

Click on the links above for more information about each function.

List of Reports

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List of Reports

PATGuard 3 comes with a number of pre-configured default Reports for different applications:

• Asset Barcoded Labels
- Barcode List
- Concise Asset List
• Detailed Asset List
• In Service On Hire
• Concise Task Checklist
• Concise Latest Test Results
- Concise Test History
• Detailed Latest Test Results
• Detailed Test History
• Electrical Test Summary
• Test Certificates
• Test Sequence Summary
• Test Instrument Details
• Certificate of Testing
- Invoice
- List Charges
- Client Details
- Personnel Details
- Short Code Details
- Site Details
• Summary of Tests
• Test Sequence Details
• Universal Risk Assessment

When the Reports function is selected in the Navigation Pane, the Main Window will show the Reports available for selection.

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Asset Barcod...

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Barcode List

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Concise Asset List

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Detailed Asset List

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In Service On Concise Task Hire Checklist

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Concise Latest Te...

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Concise Test History

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Detailed Latest Te...

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Detailed Test History

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Electrical Test Su...

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Test Certificates

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Test Sequen...

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Test Instrume...

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Certificate of Testing

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Invoice

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List Charges Client Details

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Client Details

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Personnel Details

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Short Code Details

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Site Details

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Summary of Tests

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Test Sequen...

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Universal Risk Asses...

Main Window - Available Reports

Reports can be copied, edited, deleted and restored as required. See also Generating a Report and Printing or saving to file.

Generating a Report

3 Generating a Report

When the Reports function is selected in the Navigation Pane, the Main Window will show the Reports available for selection.

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Asset Barcod...

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Barcode List

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Concise Asset List

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Detailed Asset List

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In Service On Hire

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Concise Task Checklist

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Concise Latest Te...

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Concise Test History

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Detailed Latest Te...

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Detailed Test History

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Electrical Test Su...

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Test Certificates

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Test Sequen...

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Test Instrume...

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Certificate of Testing

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Invoice

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List Charges

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Client Details

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Personnel Details

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Short Code Details

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Site Details

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Summary of Tests

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Test Sequen...

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Universal Risk Asses...

Main Window - Available Reports

Reports are generated by double-clicking the Report you wish to generate, or by right-clicking on the report and selecting Print... or Print preview...

Edit...

Copy...

Delete

Restore

Print...

Print Preview...

Main Window - Report Generation

The basic process of Generating a Report is the same for each report, although the options you will be asked to select will vary depending on the report type. On first generating a report you will open a filter window - if applicable you can filter using a Client, Site, Location and date range etc.

Reports Example - Certificate of Testing

In this example we will generate a Certificate of Testing. Double-click Certificate of Testing in the Reports View in the Main Window. This will open the Certificate of Testing window. Select the Client, Site and Location you wish to generate Test Certificates for, or use the option (note; a site is required in this option). You can also enter some text to add to the Certificate of Testing. Click OK to generate the

Certificate of Testing.

Certificate of Testing Client Name: Client 1 Site Name: Site 2 Location Name: Location 1 Certificate Text: Testing Completed OK Cancel

Reports - Certificate of Testing

Once the Test Certificates have been generated the Preview window will open.

Certificate of Electrical Appliance Testing SEAWARD Testing Completed Issued to Site 1 Site 2 Location 1 Issued by Stand Limit 13/05/2016 Signed)

Reports - Certificate of Testing preview

From the Preview window you can Print, Save or Email your report. See also copying, editing, deleting and restoring Reports.

Printing or saving to file

3 Printing or saving to file

After Generating a Report, the Report can be Saved, Printed or Emailed as required from the Reports Preview window.

Certificate of Electrical Appliance Testing SEAWARD Testing Completed Issued to Date 1 Date 2 Date 3 Issued to Date 1 Issued by Date 1 Issued by Date 1 13/05/2018 Signal

Reports - Certificate of Testing preview

Saving Reports to a file

To save a Report to a file, click the Save icon open the Save As window.

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in the menu bar of the the Reports Preview window to

3 Save As... Save in: Folder Name Date modified Tj No items match your search. File name: preview .pdf Save as type: PDF document (*.pdf) Options... Open the file in the registered application Send exported files by email Save options permanently

PATGuard 3

Saving a Report

Save in: allows you to change the where the file is saved and change the name of the file in the File name: field.

There are a number of file types that Reports can be saved as, although .pdf and .jpg are the most common. Use the dropdown in Save as type: field to select the file type required.

Some file types have additional features that can be set by selecting Options... The Reports Preview window has its own Help file to guide you through the options. To open the Reports Preview Help file, press F1 while the Reports Preview is open (note; this opens a help file for the List and Label software, which is separate from PATGuard 3).

Printing Reports

To print a Report to your default Windows printer, click the Print Current Page (left hand icon) or

Print all Pages (middle) icon in the menu bar of the Reports Preview window. Depending on the size of the data being printed, you may see the following message:

Sending data to printer... Print to Microsoft XPS Document Writer Page 1 of 1 Cancel

Printing a Report

Emailing Reports

To email a Report, click the Email (Send To..) icon window to open the Email window.

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in the menu bar of the the Reports Preview

3 Mail Configuration PDF document (*.pdf):*.pdf Options... Display mail before sending Save options permanently OK Cancel

Emailing a Report

After selecting the desired Options... (if applicable), click OK to open your default email program and attach the Report to an email.

There are a number of options of file types that Reports can be emailed as, although .pdf and .jpg are the most common. Some file types have additional options that can be set by selecting Options... The Reports Preview window has its own Help file to guide you through the options. To open the Reports Preview Help file, press F1 while the Reports Preview is open.

Invoicing

3 Invoicing

PATGuard 3 allows you to generate Invoices so that the Client can be billed for work undertaken.

To generate an Invoice, make sure the Reports function is selected in the Navigation Pane and in the Main Window select Invoice by either double clicking on the icon or by right-clicking on Invoice selecting Print... or Print preview...

Main Window - Invoice Report Selection

Invoice Window

The Invoice window allows you to select the Client, Site and Location you wish to generate an Invoice for, along with the price per test for various test types, invoice number, order reference, discounting and any other notes that you wish to add. You can also select the types of Charges to be included, including Tests, Risk Assessments and Repairs. Once you have entered the details, click OK to generate the Invoice.

Invoice window

Once the Invoice has been generated, the Reports Preview window will open.

Invoice Preview

From the Preview window you can Print, Save or Email your invoice.

Repair Management

3 Repair Management

PATGuard 3 allows you to manage repairs and keep track of the costs involved.

Setting up Repairs

Repair costs can be entered in the Test Details window.

Test Details window

To add a repair, follow the procedure to Add Test Results Manually. Under Test type enter details of the repairs undertaken. Enter the cost of the repair under Result, and make sure that Status is set to Repair. You can also add any comments associated with the repair.

Test Results: Test type Result Unit Status Fuse Replaced 2.50 Repair Comments: Fuse Replaced

Add Repair

Printing Repair details

To print details of repairs, generate an Invoice in the normal way and ensure that Repairs is ticked.

Generate Invoice

The generated Invoice will display details of the repair and the cost involved so that the Client can be billed.

Generated Invoice

Editing Reports

3 Editing Reports

PATGuard 3 has the facility to edit reports, however, we recommend report editing is only attempted by advanced / confident IT users.

To enable editing, PATGuard 3 uses a programme called The Reports Designer (List & Label), and this allows you to edit a Report to better meet your requirements.

It is recommended that a copy of the original Report is made and this copy is used as a template for your edited version of the report. When the Reports function is selected in the Navigation Pane, the Main Window will show the Reports available for selection.

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Asset Barcod...

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Barcode List

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Concise Asset List

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Detailed Asset List

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In Service Hire

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concise Task Checklist

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Concise Latest Te...

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Concise Test History

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Detailed Latest Te...

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Detailed Test History

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Electrical Test Su...

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Test Certificates

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Test Sequen...

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Test Instrume...

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Certificate of Testing

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Invoice

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List Charges

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Client Details

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Personnel Details

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Short Code Details

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Site Details

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Summary of Tests

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Test Sequen...

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Universal Risk Asses...

Main Window - Available Reports

Reports can be edited, copied, deleted or restored (note only Default Reports can be restored) by right-mouse clicking on the report and selecting the corresponding function;

Edit... Copy... Delete Restore

Main Window - Report Selection

The Reports Designer has its own Help file to guide you through the editing process. To open the Reports Designer Help file, press F1 while the Reports Designer is open or select the ? symbol from the menu bar.

Copying a Report

Seaward PATGuard 3 - Editing Reports - 26

Copying a Report

To copy a Report, right mouse click on the Report in the Main Window and select Copy... this will open the Copy Report window. Enter a name for the Report and select OK.

Copy Report ____ Report Name: My New Report Name OK Cancel

Copy Report window

You will see a window confirming that the Report has been copied successfully.

PATGuard3 Report successfully copied. OK

Copy Report confirmation

The new Report will now appear in the Main Window.

Editing a Report

Seaward PATGuard 3 - Copying a Report - 3

Editing a Report

To edit a Report, right click on the Report in the Reports View in the Main Window and select Edit... This will open the Reports Designer window.

Note; It is recommended that a copy of the original Report is made and this copy is used as a template for your edited version of the report.

Certificate of Electrical Appliance Testing SEAWARD Issued To Issued By Date Signed... General Settings 20.6.6.6 Select -nothing selected List of variables Variables Project variables Fields

Reports Designer window

For examples of how to use the Report Designer see How do I Edit my Reports and How to Shrink the Report Text to fit the Column Width.

How do I Edit my Reports

3 How do I Edit a Report

To edit a report right mouse click on the report with the details as near to your own requirements as possible.

From the drop menu select copy... and create a copy of the report with a New Name and select OK.

Note 1; the following is an example of how the Concise Task Checklist Report could be customised – to change the Next Test entry to Last Test.

Note 2; the Edit... option will not be available if the PATGuard 3 user does not have Edit permissions. An Admin PATGuard 3 user can check other users' permissions from Setup and in the User Accounts.

Right mouse click on the copied report and from the drop down menu select Edit... this opens the report designer:

Reports Designer window

Put your mouse pointer onto the area or line of the report you want to edit and double left click. This will open the table contents for the line or area selected in the report.

To change the appearance and layout of the fields use the options on the right hand side of the Table Contents window. Once you are finished select OK to return to the main report Designer window.

Changing the Header Line

Table Contents window – Header Line

The order of the fields can be changed using the up and down arrows – clicking on any of the current fields, in the Header Line tab, for example "NextTest", shows the current setup. Note, if the three dashes symbol (---) is clicked, this will allow a new field to be added, if required.

Double left clicking on "NextTest", opens the Edit Table window showing the text entry "NextTest" field – "Last Test" can be typed in here.

Edit Table Variables and Functions Functions + - * / Text Cond()(Date0 FStr0) Fields ASSETS CLIENT LOCATIONS SITE Barcode_Text Total Functions: Numerical functions Date functions String functions Misc. functions Aggregate functions Barcode functions Conversion functions Project and print dependent functions Logical functions Drawing functions Currency functions "Last Test" Last Test ✓ OK × Cancel

Edit Table window – For Header Line

Table Contents window – Header Line changed to Last Test

Changing the Data Line

Table Contents window – Data Line

Again clicking on any of the current fields, in the Data Line tab, for example, ASSETS.NextTest, shows the current setup.

Double left clicking on ASSETS.NextTest, opens the Edit Table window showing the text entry ASSETS.NextTest field – ASSETS.NextTest can be typed in here or selected from the available fields.

Edit Table window – For Data Line

Table Contents window – Data Line changed to ASSETS.LastTest

Changing the Group Header

A similar process needs to be followed to alter the text of the Group Header tab, the final result will be as follows:

Table Contents window – Group Header changed to Last Test

Repeating the Changes in the Report Structure

You may need to add / alter a field to each layer of the report that you want the changes to appear. For example, if you want to add an additional asset variable to the below you would need to repeat the above steps for each of the tables in the Report Structure that relate to assets.

Field widths can be adjusted by dragging the edge of the field with the mouse, alternatively you can drag and drop a field from the right-hand column into the report to the position you require. In either case this may need to be performed in multiple layers of the report template.

Reports Designer window – showing Last Test updated

How to Shrink the Report Text to fit the Column Width

3 How to Shrink the Report Text to fit the Column Width

In some reports if the text may be too long and can go over more than one line. If you wish to prevent this you can shrink the text to fit using these instructions.

In the reports tab right mouse click on the report and select Edit...

As an example, once in the designer in the Report Structure window select Table: ASSETS [[Locations2Assets]] as per the below.

Reports Designer window

Double click on the area under the column you wish to shrink in the report preview to open the below window. In the right hand list select Fit.

Table Contents window - Fit selected

Use the dropdown to select '2 [shrink]' and press OK.

Table Contents window - [shrink] selected

Back in the designer in the Report Structure window select the line highlighted in the below and repeat the process.

Reports Designer - first change

Back in the designer in the Report Structure window select the line highlighted in the below and repeat the process.

Reports Designer - second change

Finally, in the designer in the Report Structure window select the line highlighted in the below and repeat the process.

Reports Designer - third change

Select save.

Deleting a Report

Seaward PATGuard 3 - How to Shrink the Report Text to fit the Column Width - 7

Deleting a Report

To delete a Report, right mouse click on the Report in the Main Window and select Delete.

Note; once an edited / bespoke report has been deleted it cannot be restored - you can only Restore a Default Report.

After selecting Delete you will be prompted for confirmation.

PATGuard3 Report will be deleted. Do you want to continue? Yes No

Delete Report window

You will see a window confirming that the Report has been deleted successfully.

PATGuard3 Report successfully deleted. OK

Delete Report confirmation

Restoring a Default Report

3 Restoring a Default Report

To restore a Default Report, right mouse click on the Report in the Main Window and select Restore, this will open the Restore Report window. Select the name of the Report you wish to Restore and select OK.

Restore Report Asset Barcoded Labels Barcode List Certificate of Testing Client Details Concise Asset List Concise Latest Test Results Concise Task Checklist Concise Test History Detailed Asset List Detailed Latest Test Results Detailed Test History Electrical Test Summary In Service On Hire Invoice List Charges Personnel Details Short Code Details Site Details OK Cancel

Restore Report

You will be prompted for confirmation.

PATGuard3 Installed version of Certificate of Testing will be restored. Do you want to continue? Yes No

Restore Report

You will see a window confirming that the Report has been restored successfully.

PATGuard3 Report restored. OK

Restore Report

The restored Report will now appear in the Reports View in the Main Window.

Instruments

Seaward PATGuard 3 - Instruments - 1

Instruments

The Instruments function of PATGuard 3, which is accessible from the Navigation Pane, allows you to manage your Test Instruments. See Tester Compatibility for a list of test instruments that are compatible with PATGuard 3.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Instruments

When the Instruments function is selected in the Navigation Pane, the Tree View will be replaced with a list

of configured Instrument types.

Instruments

All Instruments

Seaward PATGuard 3 - Instruments - 1

Navigation Pane - Configured Instrument Types

Selecting All Instruments will display all of the configured Instruments in the Main Window. Selecting a particular Instrument type will display all configured Instruments of that type in the Main Window (in the example, a Supernova Elite, PrimeTest 350 and Apollo 600).

Seaward PATGuard 3 - Instruments - 2

Add Test Instrument...

Seaward PATGuard 3 - Instruments - 3

Seaward Superno...

Seaward PATGuard 3 - Instruments - 4

Seaward PrimeTe...

Seaward PATGuard 3 - Instruments - 5

Seaward Apollo 6...

Main Window - All Instruments

Instrument functions

There are a number of tasks that can be completed from within the Instruments function.

Adding Test Instruments
Entering Calibration Data
Adding Test Sequences

There are also a number of other features related to the Instruments function.

• Downloading From Your Tester

○ Downloading - Apollo Series
○ Downloading - Supernova / Europa
○ Downloading - PrimeTest 350 / 300
○ Downloading - General Instructions
○ Finding the Correct COM port
○ Preview (PAT Data Only)
○ Duplicate Assets

• Uploading To Your Tester

○ Uploading - Apollo Series
○ Uploading - Supernova / Europa
○ Uploading - PrimeTest 350 / 300
○ Uploading - General Instructions

Click on the links above for more information about each function.

Adding Test Instruments

3 Adding Test Instruments

PATGuard 3 allows you to store details of your Test Instruments, including Calibration Data, as Instruments in the database.

To add a new Test Instrument, select Instruments from the Navigation Pane. See also Changing Instrument Details and Deleting Instruments.

PAT PAT Testing Universal Risk Assessment Site Reports Address book Reports Instruments

Navigation Pane - Instruments

The Main Window will show the currently configured Test Instruments. On a new install / new database, no instruments will be selected and only Add Test Instrument... will be displayed.

Seaward PATGuard 3 - Adding Test Instruments - 2

Add Test

Instrument...

Main Window - Add Test Instrument...

Double click on Add Test Instrument... icon or right mouse click on the icon and select Add Test Instrument..., in the Main Window to open the Test Instrument window to add a new Test Instrument.

Seaward PATGuard 3 - Adding Test Instruments - 3

Add Test Instrument...

Seaward PATGuard 3 - Adding Test Instruments - 4

Seaward Superno...

Seaward PATGuard 3 - Adding Test Instruments - 5

Seaward PrimeTe...

Seaward PATGuard 3 - Adding Test Instruments - 6

Seaward Apollo 6...

Main Window - All Instruments (3 instruments already added)

Test Instrument window

The Test Instrument window allows you to view, add or amend the details of a Test Instrument, including Instrument type, Calibration details and Communications settings.

Test Instrument Instrument Calibration Communications Instrument Type: Serial Number: OK Cancel

Test Instrument window

Instrument

The Instrument tab, in the Test Instrument window, allows you to select the Instrument Type and enter the Serial Number. Select the instrument from the dropdown,

Note 1; Manually entered instruments will not work.

Note 2; If your instrument is not selectable in the dropdown, then check Tester Compatibility or you may be able to use the Import CSV function (if your instrument produces data that can be added to a spreadsheet).

Test Instrument Type - Dropdown Selection

If selecting an instrument that uses USB to download, such as the Apollo Series, the Communications tab is no longer available.

Test Instrument Instrument Calibration Instrument Type: Seaward Apollo 600 Serial Number: 12A-3456 OK Cancel

Test Instrument 1 - Instrument tab (USB Download / Apollo Series)

If selecting an instrument that uses a serial RS232 lead, the Communications tab is still available.

Test Instrument Instrument Calibration Communications Instrument Type: Seaward Supernova Elite Serial Number: 23B-4567 OK Cancel

Test Instrument 2 - Instrument tab (RS232 Download)

Calibration

The Calibration tab shows details of the Instrument calibration.

See Entering Calibration Data for more information on adding, editing or deleting Test Certificates for an Instrument.

Test Instrument Instrument Calibration Communications Last Calibration: 20/10/2016 Next Calibration: 20/10/2017 Test Certificates: Test Date Certificate No也有 Test Centre 20/10/2016 123456789 Seaward Electronic Ltd Add... Edit... Delete OK Cancel

Test Instrument - Calibration tab

Communications

For instruments that transfer data to and from the PC using serial communications, for example RS232 (not the USB download and Apollo Series), the Communications tab allows you to set the Bits per second, Data bits, Parity and Stop bits settings.

Please refer to Downloading From Your Tester or confirm via your test instrument manual for more information on Communications settings, note the following is just an example:

Test Instrument Instrument Calibration Communications Bits per second: 57600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

Test Instrument - Communication tab

Changing Instrument Details

Instrument details can be changed at any time by double-clicking the Instrument name in the Main Window or by right-clicking on the Instrument in the Main Window and selecting Details... This will bring up the Test Instrument window.

Deleting Instruments

Instruments can be deleted by selecting them in the Main Window, and pressing Delete. You can also delete an Instrument by right clicking the Instrument in the Main Window and selecting Delete. You will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected item(s) from the database? OK Cancel

Delete Instrument Confirmation

CAUTION: deleting an Instrument will also delete any calibration certificates associated with the Instrument.

Entering Calibration Data

3 Entering calibration data

PATGuard 3 allows you to store details of your Test Instrument Calibration Test Certificates in the database.

To add a Test Certificate, open the Calibration tab of the Test Instrument window. See also Changing Test Certificates and Deleting Test Certificates.

Test Instrument window - Calibration tab

Select Add... to open the Test Certificate window.

Test Certificate window

The Test Certificate window allows you to enter details of a Calibration Test Certificate, including the Test House contact details, the Certificate Number and the Test Date.

Test Certificate Test House: Seaward Electronic Ltd Certificate No: 123456789 Address: Bracken Hill Test Date: 20/10/2016 South West Industrial Estate Peterlee Tel: +44 (0) 191 5863511 County Durham Fax: +44 (0) 191 5860227 Postcode: SR8 2SW Email: service@seaward.co.uk OK Cancel

Test Certificate window

Click OK to add the Test Certificate.

Changing Test Certificates

Test Certificate details can be changed at any time by selecting them in the Calibration tab of the Test Instrument window and selecting Edit... This will bring up the Test Certificate window.

Deleting Test Certificates

Calibration Test Certificates can be deleted by selecting them in the Calibration tab of the Test Instrument window and selecting Delete. You will be prompted for confirmation.

PATGuard3 Are you sure you want to delete the selected test certificate(s)? OK Cancel

Delete Test Certificate Confirmation

Adding Test Sequences

3 Adding Test Sequences

PATGuard 3 allows you to create custom Test Sequences for compatible Test Instruments, such as the Seaward SuperNova Elite or Europa Plus.

Please refer to your test instrument manual for more information on whether you can add custom Test Sequences.

To add a custom Test Sequence, select a compatible Instrument type from the list of configured Instruments in the Navigation Pane. See also Uploading Test Sequences, Changing Test Sequences and Deleting Test Sequences.

Instruments All Instruments Seaward Apollo 600 Seaward PrimeTest 350 Seaward Supernova Elite

Navigation Pane - Select compatible Instrument

When a compatible Instrument type is selected, the option Add Test Sequence will appear in the Main Window.

Seaward PATGuard 3 - Adding Test Sequences - 2
Add Test Instrument...

Seaward PATGuard 3 - Adding Test Sequences - 3
Add Test Sequence

Seaward PATGuard 3 - Adding Test Sequences - 4
Seaward Superno...
Main Window - Add Test Sequence

Double-click Add Test Sequence in the Main Window to open the Test Sequence Details window.

Test Sequence Details window

The Test Sequence Details window allows you to enter details of the Test Sequence including the Test Sequence name, the specifics of the tests to be carried out, and whether the test should Include Visual Inspection and Include Polarity Test.

Note; uploading a Test Sequences can over right sequences already stored on your instrument.

For each of the available tests, in this case Socket, Earth Bond, Insulation, Substitute Leakage, Flash, Leakage, Touch Leakage and RCD Test, select from the list of options for Output, Limit, Test Duration and No. of Tests. For any tests you do not wish to include in the Test Sequence, set Limit to Skip.

Test Sequence Details Name: Test Sequence 1 Output Socket: 230V Limit Test Duration No. of Tests Earth Bond: +/-200mA 0.01 ohm 2s 1 Insulation: 500V d.c. 1.0MOhm 2s 1 Substitute Leakage: 0.25mA 2s 1 Flash: Skip 2s 1 Leakage: Skip 2s 1 Touch Leakage: Skip 2s 1 RCD Test: Skip 1 Include Visual Inspection Include Polarity Test OK Cancel

Test Sequence Details window

Click OK to add the Test Sequence. The Test Sequence will now appear in the Main Window.

Add Test Instrument... Add Test Sequence Seaward Superno... Test Sequence 1

Main Window - New Test Sequence

Uploading Test Sequences

To upload a Test Sequence to your tester, ensure the compatible Instrument is connected to the PC. Right mouse click the Test Sequence name in the Main Window and select Upload Test Sequence.

Test Sequence 1 Add Test Sequence Upload Test Sequence Details... Delete

Test Sequence Options

Changing Test Sequences

Test Sequences can be changed at any time by double-clicking the Test Sequence name in the Main Window or by right-clicking on the Test Sequence in the Main Window and selecting Details... This will bring up the Test Sequence Details window.

Deleting Test Sequences

Test Sequences can be deleted by selecting them in the Main Window, and pressing Delete. You can also delete a Test Sequence by right clicking the Test Sequence in the Main Window and selecting Delete. You will be prompted for confirmation.

PATGuard3 Are you sure you want to permanently delete the selected item(s) from the database? OK Cancel

Delete Test Sequences Confirmation

Data Transfer

3 Data Transfer

The Data Transfer functions of PATGuard 3 are accessible from the Data Transfer Menu and are as follows:

File Data Transfer Functions Help Download Upload PAT CSV PAT CSV Import from tester,to tester Export to File Email File Import Data Transfer

Data Transfer Menu

• Downloading From Your Tester

○ Downloading - Apollo Series

○ Downloading - Supernova / Europa
○ Downloading - PrimeTest 350 / 300
○ Downloading - General Instructions
○ Finding the Correct COM port
○ Preview (PAT Data Only)
○ Duplicate Assets

• Uploading To Your Tester

○ Uploading - Apollo Series
○ Uploading - Supernova / Europa
○ Uploading - PrimeTest 350 / 300
○ Uploading - General Instructions

• Export to File - PAT or CSV
- Email File - PAT or CSV
- Import CSV
• Backing Up Your Database

There are also a number of other features of PATGuard 3 that are related to data transfer:

• Create a New Database
- Open an Existing File
• Upgrading / Importing a Legacy Database

Click on the links above for more information about each option.

Downloading from Your Tester

3 Downloading from Your Tester

Before attempting to download any instrument please make sure you have either created a new database (you can use the Setup Wizard for this) or have an Existing Database Open. In addition, make sure you configure your Test Instrument.

The Data Transfer functions of PATGuard 3 are accessible from the Data Transfer Menu and are as follows:

File Data Transfer Functions Help Download from tester Upload to tester PAT CSV PAT CSV Import CSV Data Transfer Export to File Email File Import

Data Transfer Menu

Note; results that have already been downloaded to PATGuard 3 and then Uploaded ready for a test cannot be downloaded again.

These assets sit in a different section of the memory and only have information to allow a retest to be performed - they do not contain full test data.

• Downloading - Apollo Series
• Downloading - Supernova / Europa
• Downloading - PrimeTest 350 / 300
• Downloading - General Instructions
• Finding the Correct COM port
• Preview (PAT Data Only)
- Duplicate Assets

Downloading - Apollo Series

Seaward PATGuard 3 - Downloading - Apollo Series - 1

Downloading - Apollo Series

To perform the download from an Apollo Series Instrument to PATGuard 3, the first step is to download the data file on the instrument, before completing the download into PATGuard 3.

Note 1; the Apollo Series download produces a .gar file which is used by PATGuard 3 during the download.

Note 2; make sure you have the latest version of firmware on your Apollo Series instrument.

Downloading the Data File from the Apollo Series Instrument

On the Apollo "Home Screen" select menu/options, function key "F4".

Seaward PATGuard 3 - Downloading the Data File from the Apollo Series Instrument - 1

In the menu select "Download" by using the arrow keys or selecting, key number "5".

Seaward PATGuard 3 - Downloading the Data File from the Apollo Series Instrument - 2

In the "Download from Apollo" field select "To PATGuard", using the arrow keys to select from the dropdown menu.

(a) In the "using:-" field select "

Seaward PATGuard 3 - Downloading the Data File from the Apollo Series Instrument - 3

USB-PC cable" (for the Apollo Series).

(b) In the "using:-" field select "

Seaward PATGuard 3 - Downloading the Data File from the Apollo Series Instrument - 4

Flash Memory Stick" (Apollo 600 only).

Add or alter the filename in the "Filename" field. Note if you are having problems downloading you could try changing the filename from "ApolloDownload" to a filename of your choice.

(a) Connect the USB lead between the PC and Apollo (for the Apollo Series).

(b) You will be prompted to "Insert USB memory stick...." any data on this memory stick will be displayed in the bottom box (Apollo 600 only).

You now have a choice of either downloading all data "F4" or filtering by selecting "F2". (Apollo 500 or 600 only).

Note: If filtering the data, select the filters you wish to apply using the arrow keys and press accept "F4".

The download is complete after the blue bar reaches 100% and either:-

(a) the file appears in an additional Apollo drive (for example Apollo F:) that will now appear on your PC. This can be viewed using "Windows Explorer" (for the Apollo Series).

(b) the file appears on the memory stick, remove the memory stick from the Apollo and transfer it to the PC (Apollo 600 only).

Downloading the Apollo Data File to PATGuard 3

To Download from your instrument select Download from tester from the Data Transfer menu.

Download from tester Upload to tester Data Transfer

Data Transfer - Download from tester

Select the Apollo Series Test Instrument you configured earlier, from the dropdown. Note, if applicable, the COM Port: field will be replaced with a field called Source File:.

Download Test Instrument: Seaward Apollo 600 12A-3456 Source File: Browse... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Apollo Download window

Select Browse... and search for the directory, which contains the .gar file created when Downloading the data File from the Apollo Series Instrument). The location of the download file depends on how the download was performed, for example either USB-PC Lead or USB Flash Memory Stick.

The download file format for from the Apollo series is a .gar file (for example ApolloDownload.gar) and this file needs to be displayed in the File name: field.

(a) USB-PC Lead - the file appears in an additional Apollo drive, for example APOLLO600 (F:), that will appear on your PC.

Note; this drive only exists when the Apollo instrument remains in the download menu and the blue bar is at 100%.

Open Computer > Apollo (E:) > ApolloDownload Search admin_20171114_43E-0... Organize ▼ New folder Computer OS (C:) DVD RW Drive (D:) Apollo (E:) ApolloDownload Name Date modified Type ApolloDownload.gar 14/11/2017 09:40 GAR File File name: Downloads (*.gar) Open Cancel

Open window

(b) USB Flash Memory Stick - the file appears on the memory stick, for example Removable Disk (E:), remove the memory stick from the Apollo and transfer it to the PC (this can only be done with the Apollo 600).

Open Computer > FLASH STICK (E:) > ApolloDownload Search ApolloDownload Organize ▼ New folder Computer OS (C:) DVD RW Drive (D:) FLASH STICK (E:) ApolloDownload Name Date modified Type ApolloDownload.gar 14/11/2017 10:27 GAR File File name: Downloads (*.gar) Open Cancel

Open window

Select Open, and this will place the .gar file selected the Source File: field, for example (using USB-PC Lead);

$Download Test Instrument: Seaward Apollo 600 12A-3456 Source File: F:\ApolloDownload\ApolloDownload.gar Browse... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel$

Apollo Download window

To download to PATGuard 3, ensure Database is selected in the Download to section and if required select a Client or Site you want the test results to be downloaded to.

Note; Selecting File in Download to allows the location to be selected where the Apollo .gar file can be saved to - this selection does not download data into PATGuard 3.

Select OK to complete the download.

Note, if the Preview (PAT Data Only) box is ticked this will show the PAT data in a spreadsheet on the PC before the download is completed. In this window test results can be edited using the buttons and to complete the download Process needs to be selected.

Download Preview Date Asset ID Site Location Person Comments Overall Result 05/10/2016 00001 Site 1 Location 1 admin 9ac Pass 05/10/2016 00002 Site 1 Location 1 admin 9AC Pass 05/10/2016 00003 Site 1 Location 1 admin 9acc Pass 05/10/2016 00004 Site 1 Location 1 admin 9ACC Pass 05/10/2016 00005 Site 1 Location 1 admin 9ACC Pass Details Delete Replace... Process Cancel

Download Preview window

Downloading - Supernova / Europa

3 Downloading - Supernova / Europa

The download from a Supernova or Europa to PATGuard 3 requires a serial (RS232) connection.

Option1 - Straight Through RS232 connection

The serial (RS232) cable should be the Seaward supplied serial cable. It will have a white tag, with the information printed. "For use with the following testers, both Up & Download Only, Supernova...". On the other side the Part No. 194A919 or 44B113.

Option2 - Using a USB Adaptor

The Supernova / Europa can be downloaded to a PC with a USB port. This is achieved using the Seaward USB adaptor, which needs to be connected to the original lead of Option 1 - this only works as a two part lead.

Seaward PATGuard 3 - Option2 - Using a USB Adaptor - 1

natural_image

Close-up of a white and blue DVI connector with gold connectors, connected to a blue USB port (no text or symbols visible)

Seaward RS232 to USB Adaptor

The Seaward USB Adaptor requires a driver to be installed on your PC prior to use. The driver software (for Seaward USB Adaptors only) can be found at the following link: http://www.ftdichip.com/Drivers/VCP.htm

Downloading the Supernova / Europa into PATGuard 3

To Download from your tester select Download from tester from the Data Transfer menu.

Download Upload from tester to tester Data Transfer

Data Transfer - Download from tester

Select the Instrument you configured earlier, from the dropdown

Download Test Instrument: Seaward Supernova Elite 23B-4567 COM Port: COM1 Settings... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Download window

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note 1; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Note 2; the actual settings in this window must match the settings on the instrument (Bits per second is also known as BAUD RATE on the instrument).

Test Instrument Communications Bits per second: 9600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

Communications window

To download to PATGuard 3, ensure Database is selected in the Download to section and if required select a Client or Site you want the test results to be downloaded to.

Note; selecting File in Download to allows the Supernova / Europa download file (.gar .sss file) to be saved on the PC - this selection does not download data into PATGuard 3.

Select OK and a Please start transmission now.. message will be displayed.

Download Please start the transmission now... Cancel

Communications window

You will now need to configure your tester for the download.

At the main menu, scroll down to "Download Results", and press the green button.

At this point a screen will pop up, ensure your screen is set the same as PATGuard 3 (for an example see below). Changes can be made by highlighting the required function, then pressing the Green Button to scroll through.

DOWNLOAD OPTIONS DESTINATION PC OUTPUT CONNECTION: RS232 BAUD RATE: 9600 DOWNLOAD FORMAT: SSS OK

Supernova / Europa Download Options Screen

Once your tester is set to the correct parameters select OK, you will then be taken to a search function.

Set the search parameters as required or to download everything from the tester leave the screen as it first appears. Press the soft key directly below the Start Search option on the screen.

A process bar will show up on the screen of the tester, and within PATGuard 3 you should see an indication of data being received, as shown below.

Download Received 7488 bytes... Cancel

Communications window

Download Preview window

Downloading - PrimeTest 350 / 300

3 Downloading - PrimeTest 350 / 300

The download from a PrimeTest 350 to PATGuard 3 can require a serial (RS232) connection.

Option1 - Straight Through RS232 connection

The serial (RS232) cable should be the Seaward supplied serial cable. It will an RS232 socket on one side and an audio type plug on the other which connects to the instrument.

Option2 - Using a USB Adaptor

The PrimeTest 350 can be downloaded to a PC with a USB port. This is achieved using the Seaward USB adaptor, which needs to be connected to the original lead of Option 1 - this only works as a two part lead.

Seaward PATGuard 3 - Option2 - Using a USB Adaptor - 1

natural_image

Close-up of a white and blue USB connector with gold connectors, shown against a plain background (no text or symbols visible)

Seaward RS232 to USB Adaptor

Downloading the PrimeTest 350 / 300 into PATGuard 3

To Download from your tester select Download from tester from the Data Transfer menu.

Download Upload from tester to tester Data Transfer

Data Transfer - Download from tester

Select the Instrument you configured earlier, from the dropdown

Download Test Instrument: Seaward PrimeTest 350 34C-5678 COM Port: COM12 Settings... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Download window

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note 1; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Note 2; the actual settings in this window must match the settings on the instrument (Bits per second is also known as BAUD RATE on the instrument).

Test Instrument Communications Bits per second: 57600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

Communications window

To download to PATGuard 3, ensure Database is selected in the Download to section and if required

select a Client or Site you want the test results to be downloaded to.

Note; selecting File in Download to allows the PrimeTest 350 download file (.sss .gar file) to be saved on the PC - this selection does not download data into PATGuard 3.

Select OK and a Please start transmission now.. message will be displayed.

Download Please start the transmission now... Cancel

Communications window

You will now need to configure your tester for the download.

At the main menu, scroll down to Data Transfer >, and press F4 to confirm (OK).

Then select Download to PC and confirm by pressing F4.

Auto Mode Manual Mode > Data T View S Memor Configure User O About Download to PC Upload from PC Send/Receive Config Data Load TnT Logo Clone Data Help Esc OK 11:21:33

PrimeTest 350 Screen

On the next screen ensure the transfer characteristics are set.

Format PATGuard SSS.

Computer Either the Computer name if Bluetooth, or RS-232 if using the cable to transfer.

Baud 57600 (this can be altered but the same Baud rate must be set in PATGuard 3).

Download to PC Format PATGuard SSS Computer RS-232 Baud 57600 No. of assets 31 Connected Esc Send

PrimeTest 350 Download to PC Screen

Once connected the test data can be downloaded using the F4 key.

A process bar will show up on the screen of the tester, and within PATGuard 3 you should see an indication of data being received, as shown below.

Download Received 7488 bytes... Cancel

Communications window

Download Preview window

Downloading - General Instructions

Seaward PATGuard 3 - Downloading the PrimeTest 350 / 300 into PATGuard 3 - 9

Downloading - General Instructions

Please note; these are General Instructions for instrument download, using an RS232 lead, and not all functions may be available in all cases.

Specific download instructions for the Apollo Series, Supernova / Europa and PrimeTest 350 / 300 are described in other sections.

To Download from your tester select Download from tester from the Data Transfer menu.

Download from tester Upload to tester Data Transfer

Data Transfer - Download from tester

Select the Instrument you configured earlier, from the dropdown

Download Test Instrument: Clare SafeCheck 8 45A-6789 COM Port: COM1 Settings... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Download window

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note 1; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Note 2; the actual settings in this window must match the settings on the instrument (Bits per second is also known as BAUD RATE on the instrument).

Test Instrument Communications Bits per second: 9600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

Communications window

To download to PATGuard 3, ensure Database is selected in the Download to section and if required select a Client or Site you want the test results to be downloaded to.

Note; if available, selecting File in Download to allows the .gar/sss file to be saved on the PC - this selection does not download data into PATGuard 3.

Select OK and a Please start transmission now.. message will be displayed.

Download Please start the transmission now... Cancel

Communications window

You will now need to configure your tester for the download, see your instrument user manual for further help.

A process bar will show up on the screen of the tester, and within PATGuard 3 you should see an indication of data being received, as shown below.

Download Received 7488 bytes... Cancel

Communications window

Note, if the Preview (PAT Data Only) box is ticked (if applicable to your instrument( this will show the PAT data in a spreadsheet on the PC before the download is completed. In this window test results can be edited using the buttons and to complete the download Process needs to be selected.

Download Preview window

Finding the Correct COM port

3 Finding the Correct COM port

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, however the basic principal will work with all Operating Systems.

Firstly, without your Instrument connected, open Device Manager from the Control Panel and expand the Ports (COM & LPT) section to show the currently connected ports.

Device Manager - No Instrument connected

Now connect your Instrument and wait for your computer to recognise it. You should see a new COM port listed in the Device Manager. In this case, the Instrument appears as USB Serial Port (COM10).

Device Manager - Instrument on COM10

In this case, when Downloading or Uploading to this Instrument, COM10 is the correct COM port to use. If you encounter problems communicating with your Instrument, make sure the Communications settings are correct.

Preview (PAT Data Only)

Seaward PATGuard 3 - Preview (PAT Data Only) - 1

Preview (PAT Data Only)

The download Preview can be selected from the Download window.

Download Test Instrument: Seaward Apollo 600 12A-3456 Source File: Browse... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Download Test Instrument: Seaward Supernova Elite 23B-4567 COM Port: COM1 Settings... Download to Database File Client: < Auto > Site: < Auto > Preview (PAT Data Only) OK Cancel

Apollo Series Download window or RS232 Connected Instrument window

Preview allows you to review and edit the downloaded data prior to adding it to the database. You can edit the details of a test, delete a test and replace all occurrences of a site or location name in the data.

Process processes the download data into the current database.

Cancel closes the Preview and does not process the data.

Download Preview window

Duplicate Assets

3 Duplicate Assets

When Downloading from your tester, if duplicate items exist PATGuard 3 will alert you and ask you to confirm what action you would like to take.

During a download if a Test Result with the same Asset ID and Site is detected a Duplicate? waming message is displayed to determine if the second and subsequent Test Results are additional Test Results for the same Asset or a duplicate test.

Selecting Yes to the question Duplicate? will cause the second Test Result to be re-routed to a specially created holding Site (for example Duplicate-xxx) to be deleted or amended by the user. This can also be moved into a new Site / Location.

Selecting No to the question Duplicate? will cause the second Test Result to be appended to the first Test Results Asset record. To view this latest result, and the previous, the Asset Details will need to be viewed.

Note; if downloading to a different Client level the duplicate Asset ID is ignored.

Uploading to Your Tester

3 Uploading to Your Tester

To Upload to your tester, first configure your Test Instrument. Then select Upload from tester from the Data Transfer menu.

The Data Transfer functions of PATGuard 3 are accessible from the Data Transfer Menu and are as follows:

File Data Transfer Functions Help Download from tester Upload to tester PAT CSV PAT CSV Import CSV Data Transfer Export to File Email File Import

Data Transfer Menu

Note; results that have already been downloaded to PATGuard 3 and then Uploaded ready for a test cannot be downloaded again, unless they have been retested. These assets sit in a different section of the memory and only have information to allow a retest to be performed - they do not contain full test data.

Uploading - Apollo Series
• Uploading - Supernova / Europa
• Uploading - PrimeTest 350 / 300
Uploading - General Instructions

Uploading - Apollo Series

Seaward PATGuard 3 - Uploading - Apollo Series - 1

Uploading - Apollo Series

To Upload to your Apollo Series tester, first make sure you configure your Test Instrument.

Note 1; Upload is only available with the Apollo 500 and Apollo 600

Note 2; the Apollo Series upload produces a .gar file which is used by PATGuard 3 during the data transfer.

Note 3; make sure you have the latest version of firmware on your Apollo Series instrument.

Before attempting an upload, if you have not already, we suggest you perform a download from your Apollo 500 / Apollo 600 to PATGuard 3, as this will confirm your PATGuard 3 software / database is working correctly.

Preparing the Apollo Series Instrument for Upload

On the Apollo "Home Screen" select menu/options, function key "F4".

In the menu select "Upload" by using the arrow keys or selecting, key number "7".

In the "Upload data into Apollo" field select "From PATGuard 3", using the arrow keys to select from the dropdown menu.

In the "using:-" field select "USB-PC cable". An additional Apollo drive (for example ApolloXXXX) will appear on your PC. (Apollo 500 or 600)

In the "using:-" field select "Flash Memory Stick" (Apollo 600 only)

Setting up PATGuard 3 to Upload

In the Data Transfer menu highlight the Client, Site or Location that you want to be uploaded. Then select

Upload from tester.

Download Upload from tester to tester Data Transfer

Data Transfer - Upload to tester

Note; if the Upload to tester icon is greyed out, make sure you have either a Client, Site or Location highlighted.

This will open the Upload window.

Destination: Seaward Apollo 600 12A-3456 Unit Drive: APOLLO600 (F:) Refresh Upload Assets Config Data Client < None > Site Site 1 Location < All > Data To Include ✓ PAT Testing data □ Universal Risk Assessment data □ Site Reports □ Photos □ Visual only OK Cancel

Upload Window

Make sure the Apollo Series instrument you wish to upload is selected,

Select the correct drive from the dropdown, this will be either be;

the ApolloXXX: drive (Apollo 500 or Apollo 600)

a Flash Memory Stick drive (Apollo 600)

Select a Client, Site or Location, you want to upload (if required) and include the data to be included (where applicable) - press OK.

A message saying – "File Saved Successfully :\ApolloUpload.gar" should appear on the PC

$PATGuard3 File Saved Successfully : F:\ApolloUpload.gar OK$

Upload Confirmation Window

Completing the Apollo Series Upload

On the Apollo the message "Save data to Apollo drive, press F3 when done" – select using the function key "F3". The following message will then appear on the Apollo "Valid Data files from PC. Select one of these files and press F4". Select the file containing your uploaded data (/

ApolloUpload.gar), using the arrows keys, and save by selecting "F4" (USB-PC cable, Apollo 500 or 600).

After transferring the USB memory stick (you will receive a message if you have not done this), in the field below "Valid data files from USB memory stick. Select one of these files and press F4" - select the file containing your uploaded data (/ApolloUpload.gar), using the arrows keys, and save by selecting "F4" (Flash Memory Stick, Apollo 600 only).

Note: When selecting one from multiple files please ensure the correct file is highlight.

A message saying ".gar file/SSS data uploaded OK" will be shown on the Apollo.

The uploaded data is stored and displayed in a different location to the already tested data: On the Apollo "Home Screen" select menu/options, function key "F4", select "View Data", by selecting number "1" and then the filter button by selecting "F2". In the "Select Tests" section select "Uploaded Data" using the blue arrow keys and accept using the function key "F3". In this new list all the uploaded data will be displayed.

Uploading - Supernova / Europa

3 Uploading - Supernova / Europa

To Upload to your Supernova / Europa, first make sure you configure your Test Instrument.

Before attempting an upload, if you have not already, we suggest you perform a download from your instrument to PATGuard 3, as this will confirm your PATGuard 3 software / database is working correctly.

The PATGuard Upload feature can be used to transfer Asset information to a Supemova / Europa to simplify retesting. Information including the Asset ID, Description, Test Sequence, Site and Location can be uploaded from PATGuard into the instrument.

When an Asset ID is entered on Supernova / Europa Asset Details screen, the assets stored in upload memory are automatically searched for a matching Asset ID. If a match is found the uploaded asset data is retrieved and shown on the instrument display.

Preparing the Supernova / Europa to Receive an Upload

In the Supernova / Europa, select REMOTE MODE from the Main Menu

DOWN MENU NEW TEST VIEW TEST RESULTS DOWNLOAD RESULTS SETUP MEMORY OPTIONS CHANGE USER ST HOURS 100% PROCESSORS USER MARK Wednesday 24 July 2013 15:59 MANUAL CHANGE VIEW NEW MODE USER SETUP DATA TEST

REMOTE MODE from Main Menu

In REMOTE MODE an ESTABLISHING COMMUNICATION message will be displayed.

REMOTE MODE ESTABLISHING COMMUNICATION

REMOTE MODE Menu

Preparing PATGuard 3 for an Upload from the Supernova / Europa

In the Data Transfer menu highlight the Client, Site or Location that you want to be uploaded. Then select Upload from tester.

Download Upload from tester to tester Data Transfer

Data Transfer - Upload to tester

Note; if the Upload to tester icon is greyed out, make sure you have either a Client, Site or Location highlighted.

This will open the Upload window.

Destination: Seaward Supernova Elite 23B-4567 COM Port: COM12 Settings... Upload Assets Config Data Client < None > Site Site 1 Location < All > Visual only OK Cancel

Upload Window

Make sure the Instrument you wish to upload is selected, the COM port used and the Client, Site or Location you wish to upload and select OK.

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Test Instrument Communications Bits per second: 9600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

COM Port Settings Window

Once OK on the PATGuard Upload window is selected a message regarding connection is shown.

PATGuard3 Ensure the tester is set for Upload and connected to the PC. Press OK when ready to send. OK Cancel

Upload Connections Message

A progress bar will appear on the PATGuard screen to show the data transfer.

Upload Uploading... 0% Cancel

Upload Progress Bar

When the data is transmitting the progress bar will scroll until it reaches 100%, after this an upload complete message is displayed.

PATGuard3 The upload completed successfully. OK

Upload Complete Message

Completing the Upload to the Supernova / Europa

Once the upload has started a READY : SSS COMMAND MODE message will be shown on the instrument.

REMOTE MODE READY SSS COMMAND MODE

Upload from PC Menu

The uploaded data is stored in a different memory location than the tested data and cannot be searched.

On the Supernova or Europa the uploaded assets cannot be viewed until they have test data against them. When performing a retest simply go to NEW TEST and press the YES button. You will then need to enter the asset ID (either manually or using your CCD barcode scanner) to bring up the asset information.

Uploading - PrimeTest 350 / 300

3 Uploading - PrimeTest 350 / 300

To Upload to your PrimeTest 350 / 300, first make sure you configure your Test Instrument.

Before attempting an upload, if you have not already, we suggest you perform a download from your PrimeTest 350 / 300 to PATGuard 3, as this will confirm your PATGuard 3 software / database is working correctly.

The PATGuard Upload feature can be used to transfer Asset information to a Seaward PrimeTest 350 to simplify retesting. Information including the Asset ID, Description, Test Sequence, Site and Location can be uploaded from PATGuard into the PrimeTest 350.

When an Asset ID is entered on PrimeTest 350 Asset Details screen, the assets stored in upload memory are automatically searched for a matching Asset ID. If a match is found the uploaded asset data is retrieved and shown on the PrimeTest 350 display.

Preparing the PrimeTest 350 / 300 to Receive an Upload

In the PrimeTest 350 / 300, select Menu (F4), Data Transfer and then Upload from PC

R PE Auto Mode Manual Mode > Data T View S Memor Configure User C About Download to PC Upload from PC Send/Receive Config Data Load TnT Logo Clone Data Help Esc OK Duration 5 s Limit 0.10 ohm

Upload Selection from Main Menu

Check that the correct setting is shown in the Computer field i.e. RS-232 when using a cable connection or the PC name when using Bluetooth. You should see a Connected message on the instrument.

Upload from PC Computer RS-232 Baud 57600 No. of assets Connected Esc

Upload from PC Menu

Preparing PATGuard 3 for an Upload from the PrimeTest 350 / 300

In the Data Transfer menu highlight the Client, Site or Location that you want to be uploaded. Then select Upload from tester.

Download Upload from tester to tester Data Transfer

Data Transfer - Upload to tester

Note; if the Upload to tester icon is greyed out, make sure you have either a Client, Site or Location highlighted.

This will open the Upload window.

Destination: Seaward PrimeTest 350 34C-5678 COM Port: COM12 Settings... Upload Assets Config Data Client < None > Site Site 1 Location < All > Visual only OK Cancel

Upload Window

Make sure the Instrument you wish to upload is selected, the COM port used and the Client, Site or Location you wish to upload and select OK.

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note 1; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Note 2; the actual settings in this window must match the settings on the instrument (Bits per second is also known as BAUD RATE on the instrument).

Test Instrument Communications Bits per second: 57600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

COM Port Settings Window

Once OK on the PATGuard Upload window is selected a message regarding connection is shown.

PATGuard3 Ensure the tester is set for Upload and connected to the PC. Press OK when ready to send. OK Cancel

Upload Connections Message

A progress bar will appear on the PATGuard screen to show the data transfer.

Upload Uploading... 0% Cancel

Upload Progress Bar

When the data is transmitting the progress bar will scroll until it reaches 100%.

Completing the Upload to the PrimeTest 350 / 300

The Asset ID numbers will appear on the PrimeTest 350 / 300 display as they arrive until Upload is complete and the End of Data message appears below the last Asset ID.

Upload from PC Computer RS-232 Baud 57600 No. of assets 70 A001002 A001001 End of Data Esc

Upload from PC Menu

The total number of Assets uploaded will be shown in the No. of assets field – in this case 70 Assets have been uploaded.

The number of Assets in upload memory can be view be selecting Menu (F4) then Memory Options. In this case there are a total of 189 Assets in the upload memory.

R PE Memory No. of assets 0 Space available (%) 97.9 Assets Deleted 0 Assets Uploaded 189 Esc Erase

Memory Information Menu

The Assets in upload memory can be viewed using the View Saved Data option on the PrimeTest 350 as follows. Press Menu (F4), View Saved Data, Search (F1) and change the Test Status field to Uploaded as shown.

Search Filter Asset ID * Site * Location * Test Status Uploaded Date from * Date to * Esc OK

Memory Search Filter

Press OK (F4) to show all Assets in the upload memory. Uploaded Assets are marked with a "U" on the right hand side of the display.

View Saved Data Search Results (189 / 0) A001068 Durham Fact... U A001067 Durham Fact... U A001066 Durham Fact... U A001065 Durham Fact... U A001064 Durham Fact... U A001063 Durham Fact... U Search Esc Options Select

Uploaded Data on Instrument

Uploading - General Instructions

Seaward PATGuard 3 - Uploading - General Instructions - 1

Uploading - General Instructions

To Upload to your tester, first make sure you configure your Test Instrument.

In the Data Transfer menu highlight the Client, Site or Location that you want to be uploaded. Then select Upload from tester.

Download Upload from tester to tester Data Transfer

Data Transfer - Upload to tester

Note; if the Upload to tester icon is greyed out, make sure you have either a Client, Site or Location highlighted.

This will open the Upload window.

Destination: Seaward PAT2000i 12A-9876 COM Port: COM12 Settings... Upload Assets Config Data Client < None > Site Site 1 Location < All > Visual only OK Cancel

Upload window

Make sure the Instrument you wish to upload is selected, the COM port used and the Client, Site or Location you wish to upload and select OK.

The details of how to find the correct COM port for your Instrument will vary depending upon the Operating System you are using, for addition help see Finding the correct COM port

Note 1; selecting Settings., displays the Communications setup window (also available in configure your Test Instrument). Changes / updates to the serial settings can be made here.

Note 2; the actual settings in this window must match the settings on the instrument (Bits per second is also known as BAUD RATE on the instrument).

Test Instrument Communications Bits per second: 9600 Data bits: 8 Parity: None Stop bits: 2 OK Cancel

COM port settings window

Note; In general the uploaded data is stored in a different memory location than the tested data and

in some cases and can only be searched in newer instruments.

Export to File - PAT or CSV

3 Export to File - PAT or CSV

Data in the PATGuard 3 database can be exported to either a .pat Briefcase file or a .csv Spreadsheet. See also Open an Existing File.

To Export to a File, select the Client, Site or Location you wish to export from the Tree View. Alternatively, to export a single Asset or Hazard, select that Asset or Hazard in the Main Window.

The data to be exported to a CSV file can be filtered by right mouse clicking on the column headers, in the Main Window, and selecting from the dropdown, for more information see Asset View.

Select to File from the Data Transfer menu.

Seaward PATGuard 3 - Export to File - PAT or CSV - 1
Data Transfer Menu - Export

This will open the Save As window, which allows you to browse to the location you wish to export the file to.

Save As Libraries > Documents > My Documents > Export Organize ▼ New folder Favorites Desktop Downloads Recent Places Desktop Documents library Export Name Date modified Type No items match your search. File name: Save as type: Briefcase files (*.pat) Briefcase files (*.pat) Spreadsheet (*.csv) All Files (*.*) Hide Folders Save Cancel

Save As window

Exporting to .pat file

To export to a .pat file, select Briefcase files (*.pat) from the Save as type: drop-down box. .pat files can be used to transfer sections of the database to other PATGuard 3 users - see Open an Existing File. Note, the

other user of PATGuard 3 must be using exactly the same version of PATGuard 3.

Note; briefcase / .pat files can only be exported to exactly the same version of PATGuard 3 that they were originally created on.

Exporting to .csv file

To export to a .csv file, select Spreadsheet (*.csv) from the Save as type: drop-down box. .csv files can be opened and edited in programs such as Microsoft Excel.

Note: .csv exports do not include photos or risk assessments - just the test results and test dates.

Email File - PAT or CSV

3 Email File - PAT or CSV

Data in the PATGuard 3 database can be exported via email to either a .pat Briefcase file or a .csv Spreadsheet. See also Open an Existing File.

To Export to Email, select the Client, Site or Location you wish to export from the Tree View. Alternatively, to export a single Asset or Hazard, select that Asset or Hazard in the Main Window.

The data to be emailed to a CSV file can be filtered by right mouse clicking on the column headers, in the Main Window, and selecting from the dropdown, for more information see Asset View.

Select Email from the Data Transfer menu.

Seaward PATGuard 3 - Email File - PAT or CSV - 1
Data Transfer Menu - Email Export

This will open a new email in your default email program with the data you selected attached as a .pat or csv file.

See also Open an existing file for details on how to open a .pat file.

Import CSV

3 Import CSV

You can import data from a spreadsheet (csv) into PATGuard 3. This function is selected by the Import CSV in Data Transfer.

File Data Transfer Functions Help Download from tester Upload to tester Data Transfer PAT CSV PAT CSV Email File Import CSV Import Export to File

Data Transfer – Import CSV selection

You will need to use the ImportTemplate.csv found in the default directory, C:\Program Files\Seaward\PATGuard 3 to place your spreadsheet data into the correct format.

Open OS (C:) ▶ Program Files (x86) ▶ Seaward ▶ PATGuard 3 Search PATGuard 3 Organize ▼ New folder Seaward PATGuard 2 Demo PATGuard 3 PATGuard Elements Safety e-Base Pro SolarCert Elements Name Date modified Type ImportTemplate.csv 03/10/2017 15:24 Microsoft Ex File name: ImportTemplate.csv Import files(*.csv) Open Cancel

CSV Import Template - ImportTemplate.csv

ImportTemplate.csv - opened in Microsoft Excel

Note 1; Your PAT data needs to follow the template of this CSV file – you cannot alter the column

headers.

Note 2; Do not allow empty rows, between data rows, as this will produce false assets in PATGuard 3

Note 3; After using the template file, make sure it is saved again in the CSV file format.

In PATGuard 3 select Data Transfer and then Import and then select the ImportTemplate.csv

Your imported data should now be in PATGuard 3, however, if you cannot see all the data try right mouse clicking on the top right hand window and selecting the fields you require.

Backing Up Your Database

3 Backing up your database

To avoid losing data if anything happens to your PC, we recommend regularly backing up your PATGuard 3 database

Making a backup copy of your database

To make a backup of you database:

Close PATGuard 3 if it is open.
Open an Explorer window and browse to the location you specified when Setting up your database.
Right-click on the PATGuard 3 database file to bring up the context menu. Select Copy.
Browse to the location you wish to backup the database to, for example a memory stick or external hard drive. Right-click to bring up the context menu and select Paste.

You may alternatively choose to burn a copy of your database to a CD or DVD, or use one of the many online backup services to secure your valuable data.

Seaward recommends backing up your database on a regular basis, at least weekly if you use PATGuard 3 on a regular basis.

Restoring your database from a backup copy

To restore a database from a backup copy:

Copy the backup database to a suitable location on your PC.
Open the backup database following the procedure in Select an existing database.

Auto Scheduler

3 Auto Scheduler

The Auto Scheduler function of PATGuard 3 is accessible from the Functions Menu and provides a way to schedule testing based on a set of trigger conditions. The main features of the Auto Scheduler are as follows:

Setting up a Schedule
• Viewing a Schedule
• Printing a Task Checklist

- Uploading a Schedule

Auto Scheduler Add Formal Visual Test Pass Add Manual Test Result Functions

Functions Menu - Auto Scheduler

When a database with an Auto Scheduler configuration is closed in PATGuard 3 a check is run on that database by PATGuard e-Scheduler (running in the PATGuard e-Manager program on the system tray). If the trigger conditions are met the configured action is taken. You can check the action taken by double

clicking on the PATGuard e-Manager icon on the system tray to view its message log.

Click on the links above for more information about each option.

Setting up a Schedule

3 Setting up a schedule

To set up an Auto Schedule, switch to the PAT Testing function and select a Client, Site or Location from the Tree View in the Navigation Pane. Select Auto Scheduler from the Functions Menu to open the Auto Scheduler window.

Auto Scheduler Add Formal Visual Test Pass Add Manual Test Result Functions

Functions Menu - Auto Scheduler

Auto Scheduler window

The Auto Scheduler window allows you to select the Client Name, Site Name and Location Name that you wish to run an Auto Schedule for.

Auto Scheduler Client Name: Site Name: Site 1 Location Name: < None > Schedule launch settings Exclude this level Defer to next level up Launch schedule when trigger conditions are met Trigger conditions Test type: Full tests only All overdue Any overdue within period 1 days Percentage overdue 50 % Pre Trigger: 0 weeks OK Cancel

Auto Scheduler window

Schedule launch settings

Exclude this level excludes this part of the database from Auto Schedules. Sub-levels may be included if they have their own Auto Scheduler configuration. For example, it is possible to exclude a Client but have the Auto Scheduler configured for the Sites below that Client.

Defer up to next level takes the Auto Scheduler configuration from the level above. For example, all Locations at a Site could use the Auto Scheduler configuration for the Site.

Launch schedule when trigger conditions are met is used to configure particular Auto Scheduler actions for this level of the database. Only the Local launch should be selected.

Local launch

If a local schedule is triggered then the next time the database is opened a message will be displayed to say that a new schedule is available. The schedule can be viewed, uploaded or printed.

Trigger Conditions

Test type allows you to select whether the trigger should be based on Full tests only or Visual tests only.

If All overdue is selected, a trigger will occur only if all Assets are overdue at this branch of the database.

If Any overdue within period is selected, a trigger will occur if there are any overdue Assets at this branch of the database within the time specified.

If Percentage overdue is selected, a trigger will occur if more than the specified percentage of Assets are overdue at this branch of the database.

Pre Trigger allows you to specify the number of weeks in advance of the trigger becoming true you would like the schedule to be generated (e.g. 4 weeks before all items are overdue).

Viewing a Schedule

3 Viewing a schedule

clicking on the PATGuard e-Manager icon on the system tray to view its message log.

If a local schedule is triggered then the next time the database is opened in PATGuard 3 a message will be displayed to say that a new schedule is available.

PATGuard A new auto schedule is available. Would you like to view the schedule? Yes No

Auto Schedule notification

The schedule can be viewed, printed or uploaded. To view the Auto Schedule, select Display from the Auto Schedule menu on the File menu.

Auto Schedule ✓ Display Print... Upload ►

Auto Schedule menu

Printing a Task Checklist

3 Printing a task checklist

A Task Checklist can be printed by selecting Print... from the Auto Schedule menu on the File menu.

Auto Schedule ✓ Display Print... Upload ►

Auto Schedule menu

You can also print a Task Checklist by running a Concise Task Checklist Report.

Reports Concise Asset List Detailed Asset List Concise Task Checklist Concise Latest Te... Detailed Latest Te... Electrical Test Su... Test Certificates Certificate of Testing Invoice List Charges Short Code Details Universal Risk Asses...

Navigation Pane - Available Reports

Uploading a Schedule

3 Uploading a schedule

To Upload the data associated with an Auto Schedule, select Upload from the Auto Schedule menu on the File menu. You can choose to Upload Full Tests or Upload Visual Tests.

Auto Schedule Display Print... Upload Next Test Upload Full Tests... Upload Visual Tests...

Auto Schedule menu

Note the instrument needs to be configured / ready for upload and this does not work with the Apollo Series instruments.

Time Manager

3 Time Manager

Welcome to PATGuard Time manager, the PAT test time analysis program for use with the Seaward Apollo

Series, Supernova, Europa and PrimeTest 300/350 family of testers. This program will analyse an .gar file/SSS download file from the Apollo series, supernova, Europa and PrimeTest 300/350 type of testers and display test times.

The Time Manager function of PATGuard 3 is accessible from the View menu and provides a way to schedule testing based on a set of trigger conditions. The main features of the Time Manager are as follows:

• Program Overview
• How to open a file
• How to select data
• How to test data
• How to create a bar graph
• How to save the data
• How to print the data

Find Find Next Asset View Filter Last Download Only Auto Schedule Time Manager View

View Menu - Time Manager

Program Overview

Seaward PATGuard 3 - Program Overview - 1

Program overview

PATGuard Time Manager will enable the times of individual tests to be analysed and displayed. The program will process an .gar file/ SSS file and display test information relating to dates and times of tests. An .gar file/SSS file contains all information concerning tests stored in the tester's memory. Once tests are stored they cannot be amended ensuring data security and veracity of the information is provided by PATGuard Time Manager.

Note

For added security make sure that the Date and Time are password protected in the tester, if available to stop Dates and Times from being altered prior to testing. (See tester user manual)

To analyse an .gar file/SSS file with PATGuard Time Manager, the three steps below are necessary:

Select and Open a File
Choose the appropriate search criteria to narrow or widen the file analysis
View the test data

Once the test data is displayed, it can be printed and saved into a spreadsheet file or displayed as a bar graph.

Note

Only .gar file/SSS files from Seaward Apollo series, Supernova, Europa or PrimeTest 300/350 type testers can be analysed by PATGuard Time Manager. These files are created from the tester download by

downloading to file in PATGuard or PATGuard Pus. The saved file can then be opened in PATGuard Time Manager to analyse test times.

How to Open a file

3 How to open a file

To analyse the test times of a download .gar file/SSS file, select the open icon or press (Ctrl + O) on your keyboard.

Time Manager File View Open... Save As... Print... Print Preview... File Display Graph Back Panel1 Open (Ctrl+O) Open an existing document

Open Computer Organize Favorites Desktop Downloads OneDrive Recent Places Desktop File name: No preview available. Downloads (*.sss *.gar) Downloads (*.sss *.gar) All Files (*.*)

Open Icon -Time Manager

How to select data

3 How to select data

The following select window will be displayed.

$Time Manager - Select File View Open... Save As... Print... Print Preview... File Display Graph Back Panel1 File path: \\AAAAAA gar files\ApolloDownloadci.gar Tester model: Apollo 600 Serial Number: 19G-0439 Site * Location * User * Start Date 11/11/2015 End Date 13/11/2015 Status... CAP NUM SCRL$

Select Window -Time Manager

Note

Not all .gar file/SSS files will contain Tester Model and Serial Number, this will be dependent on the software version of the individual tester from which the .gar file/SSS file was created.

The drop downs for Site, Location, User, Start and End dates will be specific to an individual .gar file/SSS file. Leave the wild card (*) characters to enable all values to be displayed or choose from the drop downs specific data selection criteria. Select Display to view the Test Data contained in the file according to the data selection.

How to test data

Seaward PATGuard 3 - How to test data - 1

How to test data

The following Test Data window will appear.

$Time Manager - Test Data File View Open... Save As... Print... Print Preview... Display Graph Back File Panel1 File path: 3:\Arfan\AAAAAAA gar files\ApolloDownload2.gar Tester model: Apollo 600 Serial Number: 24E-0397 Date Site Location Asset ID Test Time User 22/07/2015 Site 1 Location 1 10 norm 08:23 admin 22/07/2015 Site 1 Location 1 11 norm 08:25 admin 22/07/2015 Site 1 Location 1 12 risk 08:26 admin 22/07/2015 Site 1 Location 1 13 risk 08:28 admin 22/07/2015 Site 1 Location 1 14 risk 08:30 admin 22/07/2015 Site 1 Location 1 15 08:32 admin 22/07/2015 Site 1 Location 1 16 both 08:35 admin Total Number of Tests: 7 Bar Graph Save as File Print << Back Status... CAP NUM SCRL$

Test Data -Time Manager

This is the Test Data found in the file. Select bar Graph to display the data in a graphical format. The data can also be saved as a spreadsheet file (csv) by selecting Save as File. For a print out of the data select print. Select back to return to the Select dialogue box to choose other data selection criteria.

How to create a bar graph

3 How to create a bar graph

The bar graph will give a clear visual indication of the time the tester was in use by individual users. The graph has a resolution of two minutes i.e. no test action for two minutes or more will show as a break in the bar.

Time Manager - Bar Graph File View Open... Save As... Print... Print Preview... Display Graph Back File Panet1 Brian 06:00 07:00 08:00 09:00 10:00 11:00 12:00 13:00 14:00 15:00 16:00 17:00 18:00 17/05/2016 18/05/2016 19/05/2016 20/05/2016 23/05/2016 24/05/2016 25/05/2016 26/05/2016 02/06/2016 03/06/2016 06/06/ Print Back Status... CAP NUM SCRL

Bar Graph -Time Manager

Select print to obtain a print out of the bar graph. Select back to view the Test Data.

How to save the data

3 How to save the data

The Test Data information can be saved as a spreadsheet file (csv) to enable other data display options or to save the selected data as a record.

Time Manager - Test Data File View Open... Save As... Print... Print Preview... Display Graph Back File Panel1 File path Save As Save the active document with a new name Tester model: Apollo 600

Save As Libraries Search Libraries Organize Favorites Desktop Downloads OneDrive Recent Places Desktop Libraries Open a library to see your files and arrange them by folder, date, and other properties. Documents Library Music Library Pictures Library Videos Library File name: Save as type: Spreadsheet (*.csv) Hide Folders Save Cancel

Save as icon and window -Time Manager

At the Test Data window select Save as File so the following Save As dialogue box is displayed. Save as File can also be launched from the save as icon or by selecting save as from the file drop down while the test data window is displayed. Choose a path and file name and select save to create the file.

How to print data

Seaward PATGuard 3 - How to print data - 1

How to print the data

To print the Test Data, select the Print button at the test data or bar graph window. Print can also be launched from the print icon or by selecting print from the file drop down while the test data or bar graph window is displayed. All the Test Data displayed will be printed in a format similar to the Test Data or Bar Graph window.

A preview of the printed report is available while the Test Date or Bar Graph window is displayed, by selecting Preview from the File drop down.

$Time Manager - Test Data File View Open... Save As... Print... Print Preview... File Display Graph Back Panel1 File path: J:\Arfa Print Print the active document$

$Print Printer Name: \\SELPRT01\Sales HP LaserJet P3015n F ▼ Properties... Status: Ready Type: HP LaserJet P3010 Series PCL 6 Where: Sales Dept. Comment: □ Print to file Print range ● All ○ Pages from: 1 to: ○ Selection Copies Number of copies: 1 1 2 3 1 2 3 ✓ Collate OK Cancel$

Print window -Time Manager

Support

3 Support

If you are having problems using PATGuard 3 software and cannot find an answer to your question in the Help file then you can contact Seaward.

To keep up to date with the latest PATGuard 3 news, get support from the Seaward team and other PATGuard 3 users, or to make suggestions for how we could improve PATGuard 3, please visit our online forum.

If you require technical support on any other Seaward products please visit our website which holds a bank of information on our testers, software and electrical safety testing in general.

Licensing

For specific queries about the PATGuard 3 licence, please refer to the following sections:

Licence FAQs
• Licence Renewal
General FAQs
• Licence Agreement

General PAT FAQs

For help with general Portable Appliance Testing please see:

Our Guide to PAT Testing: http://www.seaward.co.uk/userfiles/pat-testing-guide.php

Our Guide to Testing Class 1 and Class 2 equipment: http://www.seaward.co.uk/downloads/3584_pat_posters_2011_layout_2_v2.pdf

Licence FAQs

3 Licence FAQs

How long is left on my licence?
Serial Number Confirmation
How many PCs can the licence be used on?
How do I transfer the licence?
How do I extend my licence?
How do I buy an additional licence?
What happens when my licence expires?

How long is left on my licence?

Select Licence... on the About Screen to open the Licence Viewer. The Licence Viewer will display a list of Modules, including PATGuard 3. Next to the PATGuard 3 Module will be a licence expiry date (31/07/2017 in the example below);

License Viewer screen

Serial Number Confirmation

To obtain your PATGuard 3 serial number:

(Note; the format should be something like xxF6x-xxxxx-0Alax-xxxxx-xxxxx-xxxxx).

This would be either on the card you were issued with or the email confirmation.

However, this can be found on the login page by selecting "Licence Viewer" (PATGuard 3 version 3.3.2 onwards) then expand all tick boxes under "Modules", "PATGuard 3" and your serial number will be displayed

From within the software, select "Help" and "About PATGuard" the version can be seen in this window. Also on this screen, select "Licence" and then expand all tick boxes under "Modules", "PATGuard 3" and your serial number will be displayed

How many PCs can the licence be used on?

Each licence is for one standalone PC or network Server only. If used on a network Server the user will have a 'floating' licence that can be used on any PC on the network that has followed the instructions on the Installing on a network Workstation page.

Install examples for PATGuard 3 - Installation / licensing help

1, Standalone PC Install (requires one licence)

One licence can be purchased and then installed / activated on a single PC. This allows one copy of the software to operate on one PC, using one database at a time.

2, Standalone PC Installs (requires two or more licences – same for multiple standalone PCs)

One full licence plus additional PC licences can be purchased and then installed / activated on each individual PC. This allows each PC to use one copy of the software to operate, using one database each.

3, Network Install - option #1 (requires one licence)

Customer can purchase one licence and then install this version on a network server, after successfully installing on a server the customer can run / install the "Netsetup.exe" file on each "Workstation". This allows one copy of the software to operate at any one time, on one Workstation using one database.

4, Network Install - option #2 (requires one licence and additional network licences)

Customer can purchase one licence and then install this version on a network server, after successfully installing on a server the customer can apply additional licence keys (additional licences) and then run / install the "Netsetup.exe" file on each "Workstation". This allows more than one copy of the software to operate at any one time on multiple Workstations as directed by the number of additional licences, however, only one database can be accessed at any one time (however, multiple databases can be accessed).

How do I transfer the licence?

To transfer your licence to a different PC, select Deactivate Licence from this PC... at the Login screen.

Login 3 PATGUARD Licence Activate New Serial Number... Apply Renewal Key Deactivate Licence from this PC... Licence Viewer Username: Admin Password: Hint: No password set - leave blank OK Cancel Seaward website...

Following the on-screen instructions, PATGuard 3 will contact the Activation Service to deactivate your licence. Click End when complete.

Activation of PATGuard3 Transfer License PATGUARD3 The license is transferred to another computer and will be deactivated on this computer. After deactivation, you can install PATGuard3 on another computer and activate it again. To process the deactivation, an Internet connection is necessary. Deactivate now End

Online Deactivation

To reactivate on the same PC, select Reactivate Existing Serial Number on the login screen and follow the on-screen instructions.

Login 3 PATGUARD Licence Activate New Serial Number... Apply Renewal Key... Reactivate Existing Serial Number... Licence Viewer Username: Admin Password: Hint: No password set · leave blank OK Cancel Seaward website...

How do I extend my licence?

During the last 30 days of your licence you will be shown the number of days remaining when you start PATGuard 3 and be given a link to follow to renew your licence. After expiry you will be reminded that the licence has expired - note you will not be able to purchase a renewal key after your licence has expired, please see What happens when my licence expires.

Note: renewal keys are in the following format: _C6_-44K_-0ADa_-5W36S-_P4SN-7_5z_

When you have purchased a new Activation Key, select Apply Renewal Key on the login screen.

Login 3 PATGUARD Licence Activate New Serial Number... Apply Renewal Key... Deactivate Licence from this PC... Licence Viewer Username: Admin Password: Hint: No password set - leave blank OK Cancel Seaward website...

Enter your Activation Key on the following screen and select OK.

Enter Activation Key Activation Key OK Cancel

Activation Key Entry

How do I buy an additional licence?

Additional Licences are only available to customers that already have a valid (not expired) licence. Customers should contact their Distributor or Seaward directly for more information.

What happens when my licence expires?

PATGuard 3 will become read-only until the licence is renewed. You will have view-only access to all data but will not be able to use any of the PATGuard 3 features.

Once your software licence has expired the only way to continue using it is to purchase a new serial number / licence. In order to use this new serial number you will first need to deactivate your old licence and then perform a new activation.

Deactivate your expired licence

Open up PATGuard 3 on your PC and in the login screen select 'Deactivate Licence from this PC...'.

Select 'Deactivate now'.

Deactivation screen

You will require an internet connection to complete the deactivation. Click 'Next' to continue the process.

Activation of PATGuard3 Deactivate license online PATGUARD3 To process the activation, data has to be sent to the Activation Service. PATGuard3 is about to be deactivated online. Please make sure that an Internet connection is available. Change Proxy Settings (only for expert users) Back Next End

Deactivation screen

Once you have successfully deactivated the licence you will see the below message. Click 'End' to complete the process.

Activation of PATGuard3 Deactivation finished PATGUARD3 We hope you enjoy working with this product. The license on this computer was deactivated and can be used on another computer. If you restart the application on this computer again, the license has to be activated online. End

Deactivation screen

Activate your new serial number

You will now be taken back to the PATGuard 3 login screen. In this screen select 'Activate New Serial Number'.

You will be advised that a valid serial number is required to complete the action. If you have already purchased a new serial number from your distributor or online or are wishing to purchase your new serial number online then press OK. If you are yet to purchase a new serial number from your distributor then you will require this before you go any further. Press cancel, purchase your serial number and then repeat this process.

PATGuard3 This Licence option will take you through a FULL new activation of the program. A valid Serial Number will be required to complete this action. OK Cancel

Activation warning message

With a valid serial number, select 'I have a Serial Number and I want to activate PATGuard 3' and follow through the activation process.

Reactivation selection screen

Licence Renewal

Seaward PATGuard 3 - Licence Renewal - 1

Licence Renewal

Renewing on a PC with internet access

Renewal keys are in the following format: _C6_-44K_-0ADa_-5W36S-_P4SN-7_5z_ if the key you have is not in this format then this may not be a renewal key and should not be used here - contact Seaward Support for help if you are not sure.

To renew on a PC with internet access, select Apply Renewal Key Renew on the login screen.

Enter your renewal key in the following screen and select OK:

Enter Activation Key Activation Key OK Cancel

Enter Activation Key

Select Activate now

Web Activation The Activation Key has to be validated online. Please provide a connection to the Internet and activate it. Proxy settings Activate now Cancel

Activation window

PATGuard 3 will contact the Activation Service to verify your Activation Key:

Seaward PATGuard 3 - Activation window - 1

flowchart

graph LR
    A["Desktop Computer"] --> B["Server"]
    style A fill:#f9f,stroke:#333
    style B fill:#ccf,stroke:#333

Activation in progress

You will receive confirmation that Activation has completed successfully:

Web Activation Online Activation was successful. Close

Activation Successful

The activation process will then take you through a process to backup your licence

Web Activation There will be an online backup of the license. Please provide a connection to the Internet and activate it. Proxy settings Backup Now Cancel

Activation window

Finally, you will receive confirmation that Activation has completed successfully:

PATGuard3 Licence key successfully applied. OK

Activation Successful

Renewing on a PC without internet access

To renew on a PC without internet access, please contact Seaward Support.

General FAQs

Seaward PATGuard 3 - General FAQs - 1

General FAQs

Merging Databases Short Code Transfer Error while printing – (11) Asset Naming Changing Company Logos Licence Utility Certificate of Testing / Visual Only Tests Regarding Names used on the Apollo and downloading to PATGuard 3

Merging Databases

Before attempting the sequence below we recommend that you back-up all databases and also make sure you are using the latest version of PATGuard 3.

PATGuard 3 Elite has the ability to save a copy of a section of the database as a Briefcase file for other PATGuard database programs to open. PATGuard Elite can also send these files direct to an email program running on your PC.

Creating a pat file

Select a Client, Site or Location. The item selected and all lower level items will be copied. Choose Data Transfer and to File. Selecting File will cause a Save As... dialog box to be displayed. Select the path and File name where the file is to be saved. Briefcase files have a File Type of *.pat. Select Save to create the file.

Opening a pat file

From the File drop down box select Open... Select the path of the file you wish to open. Select the correct File of type. For Briefcase files this will be *.pat. Select the appropriate file. Then select Open. As the data is processed messages may appear if there is a conflict between existing data and the new data.

Note; this whole process must be done on exactly the same version of PATGuard 3.

Short Code Transfer

The short codes are not held in the database but in a dat file that stays with the programme. To use your existing PATGuard 2 short codes, please see the following:

This procedure is to transfer the short codes from an install of PATGuard 2 to PATGuard 3. Note this procedure will delete any company information or short codes that have been already been setup in PATGuard 3.

Ensure you have a copy of PATGuard 3 installed and working.

Make sure both PATGuard 2 and PATGuard 3 are closed.

If you performed a Network install for PATGuard 3 (this involves selecting the Network installation option during installation) then the file will be in the install folder you selected. If not, open Windows Explorer and continue below.

To open Windows Explorer, click Start, point to All Programs, point to Accessories, and then click Windows Explorer.

Windows 8 / 10

First you will need to show hidden files/folders. In Windows Explorer select "View" then select the "Hidden items" checkbox.

If PATGuard 3 was installed to the default location then the file will be in: C:\ProgramData\Seaward\PATGuard 3\appData

Windows 7

First you will need to show hidden files/folders. In Windows Explorer select "Organize" then select "Folder and search options". Select the View tab then in the Advanced Settings section select the "Show hidden files, folders, and drives" circular radio button option. Select Apply then OK.

If PATGuard 3 was installed to the default location then the file will be in: C:\ProgramData\Seaward\PATGuard 3\appData

Windows XP

If PATGuard 3 was installed to the default location then the file will be in:

Documents and Settings\All Users\Application Data\Seaward\PATGuard 3\appData

As a backup, in the above directory, rename the PATGuard3.dat (for example to _PATGuard3.dat or something similar).

Navigate to the PATGuard 2 install directory, the default being:

C:\Program Files\Seaward\PATGuard 2

Make a copy of the PATGuard.dat file and paste this file in to the following folder C:\ProgramData\Seaward\PATGuard 3\appData

In the above folder (C:\ProgramData\Seaward\PATGuard 3\appData) rename the PATGuard.dat to PATGuard3.dat

Reopen PATGuard 3 and the short codes should be in "File", "Setup" under the "PAT Options" tab

Error while printing - (11)

This is generally caused by the user not having a default printer set up on their PC. You need to set up a printer in the Control Panel – if you have an IT department they could do this for you.

Note, you do not need to have the printer connected to the pc, but the programme requires a have a default printer on the system.

Asset Naming

In general, assets are sorted by site location and then alphabetically or numerically depending upon how assets are identified - this method will sort by numbers first and then letters.

To print an asset register only in numerical order you will need to make sure your asset naming culture (identification) will allow this. For example; the asset numerical name should be the same to allow them to sort; 0001, 0002..... 0010 etc.

Changing Company Logos

To change the Company Logo on PATGuard 3 select "Setup" and in the "Company Details" section "Browse" for your new logo.

Note; the .jpg file for a new Company Logo needs to be;

Approx. 399 x 77 pixels and approx. 15kB in size (note we recommend trying to keep the image down to about 15k as if the logo is larger than this it will reduce the maximum number of pages that a report can be composed of).

Licence Utility

We have developed a file LlcUtility.exe as a tool that can be used if you have an issue with network installs and the software locking due to too many users.

The utility can be downloaded from http://www.seaward.co.uk/userfiles/LIC-Utility.zip

To run it you need to launch it from a machine where PATGuard is installed (either netsetup or standalone install, shouldn't matter as long as LicProtector313.dll has been registered with the operating system).

$LicUtility C:\ProgramData\Seaward\PATGuard 3\appData\patguard3.lic christophert+++SELPC149 Refresh Deactivate Close$

License Utility

Use the file selector button on the top right of the dialog to point at the PATGuard3.lic file on the server. At this point a list of connected users should be shown in the format "User+++Hostname". Selecting one of

these entries in the list and clicking deactivate will remove their entry from the licence file. There is no way of telling if the user is currently active or just a phantom connection left because their connection didn't close cleanly. If the user is currently active then their entry may well reappear within a minute or so if refresh is clicked.

Certificate of Testing / Visual Only Tests

Regarding the Certificate of Testing report and the "Valid Until" date:

The "Valid Until" date in the Certificate of Testing is taken from the data selected in the filter window, for example when filtering by "Client Name:", "Site Name:" or "Location Name:"

An issue can occur with the "Valid Until" date if you if you are performing "Visual" only tests or using the "Custom Inspection Form" on the Apollo 600.

If this is the case, you may need to change the status of the "Test Period". Note to check if this may need to altered see if there is an entry against the "Next Full Test Date" column of the data in PATGuard 3 (large right hand window column – if required you can select this by right mouse clicking on then column headers.

Double click on an asset in the right hand window (of PATGuard 3) to open the "Asset Details" window
2, In the "Full Test" section the "Test Period" may be displayed as "User Defined" this will need to be changed to "No Re-Test".
The above process will need to be performed with all assets that have "Visual" only data.

Regarding Names used on the Apollo and downloading to PATGuard 3

Regarding names used on the Apollo Series and downloading to PATGuard 3:

In certain circumstances PATGuard 3 will not accept file / Site / Location names that contain Windows reserved names (for example, CON, PRN, AUX, NUL, COM... and LPT...), for more information see the following:

https://msdn.microsoft.com/en-gb/library/windows/desktop/aa365247%28v=vs.85%29.aspx

Licence Agreement

3 Licence Agreement

The licence agreement for PATGuard 3 can also be viewed from the About Screen.

Licence Agreement

Seaward Electronic Limited

Software Licence

IMPORTANT NOTICE - PLEASE READ THESE TERMS CAREFULLY BEFORE INSTALLING THE SOFTWARE.

This licence agreement (Licence) is a legal agreement between you (you or your) and Seaward Electronic

Limited of 18 Bracken Hill, South West Industrial Estate, Peterlee, County Durham, SR8 2SW with company number 01674384 (us, we or our) for:

• PATGuard 3 computer software (Software); and
• related materials and documentation (Documentation).

We licence use of the Software and Documentation to you on the basis of this Licence. We do not sell the Software or Documentation to you. We remain the owners of the Software and Documentation at all times.

This Licence applies to any trial use of the Software and Documentation, and any subsequent purchase of the Software and Documentation.

Important notice to all users

By trialling, downloading, installing, ordering and using the Software through our website at www.seaward.co.uk (Website) you agree to the terms of this Licence which will bind you (and your employees where relevant). The terms of this Licence include, in particular, limitations on liability in condition 7.
If you do not agree to the terms of this Licence, we will not license the Software and Documentation to you and you will not be able to continue with the download and installation process.
Please note that the Seaward Returns Policy does not apply to the purchase of Software and Documentation. You have the right to cancel your transaction without charge and without reason before confirming your purchase of the Software or Documentation. However, you will lose your right to cancel your transaction once you accept this Licence as part of the purchase process. This will not affect any consumer rights in respect of defective downloaded Software or Documentation purchased through our Website.

You should print a copy of these Licence arrangements for future reference.

1. Supply of the Software

1.1 For the steps you need to take to arrange a trial and to place an order for the Software and Documentation through our Website, please visit www.seaward.co.uk/patguard3.
1.2 Our order process allows you to check and amend any errors before submitting your order to us. Please take the time to read and check your order at each page of the order process.
1.3 After you place an order, you will receive an email from us acknowledging that we have received and accepted your order.
1.4 Our email will also confirm the details of the Software and contain a link from which the Software

and Documentation can be downloaded or provide an authorisation code following your trial of the Software (Order Confirmation). The Contract between us will only be formed when we send you the Order Confirmation.

2. Grant and Scope of Licence

2.1 In consideration of the payment of the licence fee for the Software and Documentation (Fee), we hereby grant to you a non-exclusive, non-transferable licence to download and use the Software and the Documentation on the terms of this Licence only for the duration set out in the Order Confirmation.

2.2 You may:

2.2.1 install and use the Software for your personal purposes (if you are a consumer) or your internal business purposes (if you are a business) only on one computer;
2.2.2 provided it is used on only one computer at any one time, transfer the Software from one computer to another by following the procedure on our Website;
2.2.3 provided you comply with the provisions in condition 3.1, make one (1) copy of the Software for back-up purposes;
2.2.4 receive and use any free supplementary software code or update of the Software incorporating "patches" and corrections of errors as may be provided by us from time to time;
2.2.5 use any Documentation in support of the use permitted under condition 2.2 and make one (1) copy of the Documentation as reasonably necessary for its lawful use.

2.3 The Software requires the following minimum system requirements for its operation:

2.3.1 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor;
2.3.2 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit);
2.3.3 16 GB available hard disk space (32-bit) or 20 GB (64-bit);
2.3.4 DirectX 9 graphics device with WDDM 1.0 or higher driver;
2.3.5 .Net 4.0.

2.4 You acknowledge and agree that where your systems utilise Microsoft software, the Software can only be supported by us where such Microsoft software and systems continue to be supported by Microsoft.

3. Restrictions

3.1 Except as expressly set out in this Licence or as permitted by any local law, you undertake:

3.1.1 not to copy the Software or Documentation except where such copying is incidental to normal use of the Software or where it is necessary for the purpose of back-up or operational security;
3.1.2 not to sell, rent, lease, sub-license, loan, translate, merge, adapt, vary or modify the Software or Documentation;
3.1.3 not to make alterations to, or modifications of, the whole or any part of the Software nor permit the Software or any part of it to be combined with, or become incorporated in, any other programs;
3.1.4 not to disassemble, de-compile, reverse engineer or create derivative works based on the whole or any part of the Software nor attempt to do any such things except to the extent that (by virtue of section 296A of the Copyright, Designs and Patents Act 1988) such actions cannot be prohibited because they are essential for the purpose of achieving interoperability of the Software with another software program, and provided that the information obtained by you during such activities:

3.1.4.1 is used only for the purpose of achieving inter-operability of the Software with another software program;
3.1.4.2 is not disclosed or communicated without our prior written consent to any third party to whom it is not necessary to disclose or communicate it; and
3.1.4.3 is not used to create any software which is substantially similar to the Software;

3.1.5 to keep all copies of the Software secure and to maintain accurate and up-to-date records of the number and locations of all copies of the Software;
3.1.6 to supervise and control use of the Software and ensure that the Software is used by your employees and representatives (where appropriate) in accordance with the terms of this Licence;
3.1.7 to include our copyright notice on all entire and partial copies of the Software in any form; and
3.1.8 not to provide, or otherwise make available, the Software in any form, in whole or in part

PATGuard 3

(including, but not limited to, program listings, object and source program listings, object code and source code) to any person other than your employees without prior written consent from us.

4. How to Pay

4.1 The Fee for the Software and Documentation shall be as set out on our Website from time to time.
4.2 You shall pay to us the Fee as set out in the Order Confirmation, in advance, by PayPal or by debit and credit card. We accept the following cards: Visa, Visa Credit, Visa Debit, Purchasing Card and MasterCard.
4.3 All sums payable under this Licence are exclusive of VAT or any other relevant local sales taxes, for which you shall be responsible.

4.4 If you fail to pay any amount payable to us under this Licence, we may charge you interest on the overdue amount (payable immediately on demand) from the due date for payment up to the date of actual payment at the rate of 4% per annum above the base rate for the time being of the Bank of England. Such interest shall accrue on a daily basis and shall be compounded quarterly. As an alternative, and at our sole discretion, we may also claim interest under the Late Payment of Commercial Debts (Interest) Act 1998.

5. Intellectual Property Rights

5.1 You acknowledge that all intellectual property rights in the Software and the Documentation throughout the world belong to us (or our licensors), that rights in the Software are licensed (not sold) to you, and that you have no rights in, or to, the Software or the Documentation other than the right to use them in accordance with the terms of this Licence.

5.2 You acknowledge that you have no right to have access to the Software in source code form or in unlocked coding or with comments.

6. Limited Warranty

6.1 We warrant that:

6.1.1 the Software will, when properly used and on an operating system for which it was designed, perform substantially in accordance with the functions described in the Documentation; and
6.1.2 that the Documentation correctly describes the operation of the Software in all material respects

for a period of 90 days from the date of purchase of the Software and confirmation of acceptance of this Licence (Warranty Period).

6.2 If, within the Warranty Period, you notify us in writing of any defect or fault in the Software as a result of which it fails to perform substantially in accordance with the Documentation, we will, at our sole option, either repair or replace the Software.

6.3 The warranty does not apply:

6.3.1 if the defect or fault in the Software results from you having amended the Software;
6.3.2 if the defect or fault in the Software results from you having used the Software in contravention of the terms of this Licence;
6.3.3 if the defect or fault in the Software results from damage to the Software or your computer caused after you have downloaded the Software;
6.3.4 if the defect or fault in the Software results from installation on a system that is no longer supported by Microsoft; or
6.3.5 during any trial of the Software prior to purchase.

6.4 The Software may be used in conjunction with hardware supplied by third parties. Please refer to the manufacturer's guarantee (where relevant) for details.

6.5 If you are a consumer, this warranty is in addition to your legal rights in relation to Software that is faulty or not as described. Advice about your legal rights is available from your local Citizens' Advice Bureau or Trading Standards office.

7. Limitation of Liability

7.1 You acknowledge that the Software has not been developed to meet your individual requirements, and that it is therefore your responsibility to ensure that the facilities and functions of the Software as described in the Documentation meet your requirements.
7.2 If you are a business customer, we only supply the Software and Documentation for internal use by your business, and you agree not to use the Software or Documentation for any re-sale purposes.
7.3 We shall not under any circumstances whatever be liable to you, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, arising under or in connection with the Licence for:

7.3.1 loss of profits, sales, business, or revenue;

7.3.2 business interruption;

7.3.3 loss of anticipated savings;
7.3.4 loss or corruption of data or information;
7.3.5 loss of business opportunity, goodwill or reputation; or
7.3.6 any indirect or consequential loss or damage.

7.4 Other than the losses set out in condition 7.3 (for which we are not liable), our maximum aggregate liability under or in connection with this Licence whether in contract, tort (including negligence) or otherwise, shall in all circumstances be limited to a sum equal to 100% of the Licence Fee. This maximum cap does not apply to condition 7.5.

7.5 Nothing in this Licence shall limit or exclude our liability for:

7.5.1 death or personal injury resulting from our negligence;
7.5.2 fraud or fraudulent misrepresentation;
7.5.3 any other liability that cannot be excluded or limited by English law.

7.6 This Licence sets out the full extent of our obligations and liabilities in respect of the supply of the Software and Documentation. Except as expressly stated in this Licence, there are no conditions, warranties, representations or other terms, express or implied, that are binding on us. Any condition, warranty, representation or other term concerning the supply of the Software and Documentation which might otherwise be implied into, or incorporated in, this Licence whether by statute, common law or otherwise, is excluded to the fullest extent permitted by law.

7.7 If you are a consumer, we are only responsible for loss or damage you suffer that is a foreseeable result of our breach of this Licence or our negligence up to the amount specified in condition 7.4, but we are not responsible for any loss or damage that is not foreseeable. Loss or damage is foreseeable if they were an obvious consequence of our breach or if they were contemplated by you and us at the time we granted you the Licence.

8. Duration and Termination

8.1 Unless terminated earlier in accordance with this condition 9, the Licence shall continue for the duration set out in the Order Confirmation, when it shall automatically terminate.

8.2 We may terminate this Licence immediately by written notice to you if you commit a material or persistent breach of this Licence which you fail to remedy (if remediable) within 14 days after the service of written notice requiring you to do so.

8.3 We may terminate this Licence where the Software has been installed on a system operating

Microsoft software, and that Microsoft software is no longer supported by Microsoft.

8.4 Upon termination for any reason:

8.4.1 all rights granted to you under this Licence shall cease;
8.4.2 you must immediately cease all activities authorised by this Licence;
8.4.3 you must immediately pay to us any sums due to us under this Licence; and
8.4.4 you must immediately delete or remove the Software from all computer equipment in your possession and immediately destroy or return to us (at our option) all copies of the Software then in your possession, custody or control and, in the case of destruction, certify to us that you have done so.

9. Communications Between Us

9.1 If you are a consumer, if you wish to contact us in writing, or if any condition in this Licence requires you to give us notice in writing, you can send this to us by e-mail or by pre-paid post to Seaward Electronic Limited at software@seaward.co.uk. We will confirm receipt of this by contacting you in writing, normally by e-mail.

9.2 If we have to contact you or give you notice in writing, we will do so by e-mail or by pre-paid post to the address you provide to us in your order for the Software.

9.3 If you are a business customer, please note that any notice given by you to us, or by us to you, will be deemed received and properly served immediately when posted on our website, 24 hours after an e-mail is sent, or three days after the date of posting of any letter. In proving the service of any notice, it will be sufficient to prove, in the case of a letter, that such letter was properly addressed, stamped and placed in the post and, in the case of an e-mail, that such e-mail was sent to the specified e-mail address of the addressee.

10. Events Outside Our Control

10.1 We will not be liable or responsible for any failure to perform, or delay in performance of, any of our obligations under this Licence that is caused by an Event Outside Our Control. An Event Outside Our Control is defined below in clause 10.2.

10.2 An Event Outside Our Control means any act or event beyond our reasonable control, including without limitation failure of public or private telecommunications networks.

10.3 If an Event Outside Our Control takes place that affects the performance of our obligations under this Licence:

10.3.1 our obligations under this Licence will be suspended and the time for performance of our obligations will be extended for the duration of the Event Outside Our Control; and
10.3.2 we will use our reasonable endeavours to find a solution by which our obligations under this Licence may be performed despite the Event Outside Our Control.

11. Other Important Terms

11.1 We may transfer our rights and obligations under this Licence to another organisation, but this will not affect your rights or our obligations under this Licence.

11.2 You may only transfer your rights or your obligations under this Licence to another person if we agree in writing.

11.3 If you are a business customer, this Licence and any document expressly referred to in it constitutes the entire agreement between you and us. You acknowledge that you have not relied on any statement, promise or representation made or given by or on behalf of us which is not set out in this Licence or any document expressly referred to in it.

11.4 If we fail to insist that you perform any of your obligations under this Licence, or if we do not enforce our rights against you, or if we delay in doing so, that will not mean that we have waived our rights against you and will not mean that you do not have to comply with those obligations. If we do waive a default by you, we will only do so in writing, and that will not mean that we will automatically waive any later default by you.

11.5 Each of the conditions of this Licence operates separately. If any court or competent authority decides that any of them are unlawful or unenforceable, the remaining conditions will remain in full force and effect.

11.6 If you are a consumer, please note that this Licence, its subject matter and its formation, are governed by English law. You and we both agree to that the courts of England and Wales will have non-exclusive jurisdiction. However, if you are a resident of Northern Ireland you may also bring proceedings in Northern Ireland, and if you are resident of Scotland, you may also bring proceedings in Scotland.

11.7 If you are a business customer, this Licence, its subject matter and its formation (and any non-contractual disputes or claims) are governed by English law. We both agree to the exclusive jurisdiction of the courts of England and Wales.