Setting Re-Test Periods in PATGUARD Cloud

Setting Re-Test Periods in PATGuard Cloud

In scenarios where you have imported your assets but do not yet have re-test periods, PATGuard Cloud providers editing interfaces for setting this. This guide will show selecting a series of assets and applying a re-test period as a bulk change.

Why set the Re-Test periods?

Having the re-test periods set allows for reminders and calendar scheduling to function.

How to tell if the Re-Test period is missing

Using the Assets tab within the Organiser (at any level- Client, Site or Location) you can view the listing of Assets. The ones we are looking for will have empty Next Test dates:



Quickly set Re-Test periods for multiple assets

You can open the properties of each asset to individually set Re-Test periods and Dates, but for most users, the Bulk Edit functionality will of more use.
  1. Select the assets that you would like to edit using the checkboxes in the grid

  2. Press the Bulk Edit button

  3. Within the Bulk Edit dialog, set the Re-Test period for the assets (e.g. 12 months) - you can ignore setting the other properties


  4. Apply the changes and the dialog will close. The grid should refresh with the newly populated Next Test dates appearing
  5. You're set!


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