This Help Article covers:
General/Overview:
Certificates of Compliance (CoC) and/or Electrical Safety Certificates (ESC) added from the Katipolt mobile App also display on the Katipolt Desktop in the Certificates Expandable of the Job it was created on, OR in the Side Menu's Certificates List.
Additional Registration Class's Registration Numbers can be added by the User to use on CoC's, for more information on how to add other Registration Numbers, see the Help Article: "Staff - Certificates - CoC/ESC Multiple Registration Classes (Add - Edit)"
To Enable a User to do a CoC/ESC
For a User to be able to Add a Certificate of Compliance (CoC) and/or Electrical Safety Certificate (ESC) they need to be enabled on the Katipolt (Desktop) side. To do this they need to be a User Type "Electrician" or "Inspector" and have a Practicing Licence Number and current Practicing Licence Expiry Date entered.
Company Settings > Staff > Staff Profile, Select "User Type", then Enter "Practicing Licence Number" and "Practicing Licence Expiry Date" (Don’t forget to upload a “Signature Image” in the More details section to display on the Certificate)
⚠️ NOTE: When the "Practicing Licence Expiry Date" expires, the User will not be able to Add a CoC/ESC from the Katipolt Mobile App, and the User's Desktop Staff Profile Window will display a banner advising of this.
To Add a CoC or ESC
1. From the Job, Tap “Forms” to display the Forms Screen, Then Tap the Red [+] Plus button
2. If you have "Forms" permissions, Tap “Add Certificate of Compliance”, then Select “COC” and/or “ESC”, then Tap [DONE]
⚠️ NOTE: The “Add Certificate of Compliance” only displays to Users who have been enabled from Katipolt Desktop.
3. From the Certificate Screen, Expand each Section working through Editing/Entering the CoC or ESC Details.
4. When finished, Tap [SAVE] to display the CoC/ESC Actions Card, then either:
Save – You can continue to enter/edit at a later time
Save & Lock – Generates the Certificate pdf which can be Sent (emailed)
⚠️ NOTE: The CoC/ESC belongs to the Certifying Staff Member (the Person entered as the Electrical Worker) and can only be Locked or Unlocked by that person.
⚠️ NOTE: On Save & Lock, the Certifying Staff Member's Signature will populate the CoC/ESC, which then displays on the CoC/ESC PDF of the Preview & Send.
To Add Attachments to a CoC/ESC
1. From the Certificate Screen, Tap the Attachment "Pinclip" to launch the Attachments Action Card, then Tap [Add Attachment] to display the Add File Action Card
2. From the Add File Action Card, Tap either:
Take photo or video - Launches the phone's camera
Photo library - Accesses the phone's Photo Library
Browse - Allows you to browse for files on your phone
⚠️ NOTE: CoC/ESC Attachments are limited to 5 Images/Photos per CoC/ESC.
To Preview and Send a CoC/ESC
Following Locking the CoC/ESC, the CoC/ESC can be Previewed, and from the Preview you can; Download, Save to files, or Email. For more information on Sending the CoC/ESC, see the Help Article: "Katipolt Mobile - CoC or ESC (Preview and Send)".
💡TIP: As the Responsible Person for the CoC/ESC, you must retain a copy of the CoC/ESC for 7 years. Following the Saving and locking, email yourself a copy of the CoC/ESC PDF for your personal records.