FAQ's
How to make one user the Admin & Billing user in PATGuard Cloud on a one user subscription
If you have two users in PGC and you want to make one user both the Admin & Billing user then do the following: Go to "Settings" > "Users" If you want only one user on the platform and for that person to be both admin and billing, select the user you ...
How do I add my company's details to invoices?
Go to settings > Inoicing and use the section "Payment Terms" to add any specific information relating to T&C's or payment
How to use the Quick Add
Go to the organiser menu and select either a Location or Asset in the tree on the left of the screen. From here go to the Manual Entry menu item and scroll down to select "Quick Add"
How do I change my login email in PATGuard Cloud?
To change the email address associated with your PGC login, login with your existing email address to PGC. Then go to "Settings", "Users" and select "Edit User" Then change your email and press "save"
How to make sure overdue tests are tracked correctly
To make sure overdue tests are tracked correctly, there are two key things to consider: Consistent Asset IDs – When an asset is retested, the same Asset ID needs to be used each time. This allows the system to recognise that the new test relates to ...
What is a short code and how do I set one up?
Short codes save time when entering information while PAT testing. It enables a code of characters to be set which can represent regularly typed text. There is no limit to the number of short codes that can be set. Short Code Abbreviations are used ...
How do I add my signature to a test certificate?
When you do a test there is a box for name which appears in the signature box on certificate reports
Can you rename sites and locations in PATGuard Cloud?
Yes you can rename the sites and locations in the organiser view by selecting the site or locaton and clicking the 3 dots and edit. The issue you may then have is when you upload new tests your sites and location names won't match what is imported ...
How do I search my database in PATGuard Cloud?
Searching You can search your entire database of files by client name, report name etc Search PATGuard Cloud
Importing Tests for Multiple Clients
The limitation of importing .gar files, is that they don't have a field for specifying the Client, however, there is a way to support having pre-created sites/locations across multiple clients and having them matched against what's in the .gar file. ...
How To Bulk Edit, or Move Multiple Assets From One Location To Another in PATGuard Cloud
You can move multiple assets in PATGuard Cloud at a Clients Location level. To do this you need to go to: the Organiser View and Select a client and location from the tree menu. select a Company from the tree menu select the Assets tab From here you ...
How can I import multiple photos for a failed test?
Currently only one photo per test is supported. A workaround is to use a photo or graphics editing tool to combine multiple photos into one.
I can't login to my trial account to activate a subscription
If a trial account is not activated within 30 days of the expiry the account is deleted. If your account is deleted the login will not work and you will have to sign up for a new account via the sign up pages: AU: ...
How to use the API
Log into the PATguard Cloud App Select the user icon in the top right hand menu Select the 'profile' button and at the bottom of the page copy the API key and record it somewhere Click Copy to Clipboard here For UK go to ...
When I moved from a trial to a basic subscription I could no longer import .gar files
When doing a PATguard Cloud trial, you are using the Business Plan and associated features of the product. Having access to the Business Plan allows you to get a full understanding of the platforms capability. When you subscribe to a plan after the ...
Can I bulk edit test dates in PATGuard Cloud?
Is it possible to bulk edit test dates for assets if they were uploaded with the incorrect date? There is a bulk edit function outlined in the article below but this will only allow bulk editing of certain fields e.g. retest period. If you need to ...
Summary Reports or Test & Tag Reports pulling in visual retest date and period instead of Full Retest
If when running Summary Reports or Test & Tag reports, and the "Visual retest period" and "visual retest date" are being imported rather than the full Retest Period and Dates, it could be due to some settings that require changing. There is a setting ...
How to upload data to my PAT device?
Before you can create an Upload File for you PAT device you will need to define an Instrument in PGC, so that it will create a file in a format suitable for the instrument chosen. 1. Use the "Manage Instruments page" within the "More menu" 2. Add ...
How do I use an activation card to sign up for a subscription with PATGuard Cloud, Add more Users or more time to my subscription?
Activation Cards What is an activation card? Activation Cards are sold by selected Seaward distributors and contain credit for PATGuard Cloud Annual Subscriptions. Each Activation Card enables a customer to: subscribe directly to a new annual ...
What reports are available for managing assets?
Reports can be produced at Client, Location and Site Levels and the following articles explain the different reports and how this can be done: An overview of the organiser How do I download a report Using Data tags is a way of managing assets based ...
How do I turn off email notifications for report downloads?
The software should only email you notifications in instances where it's a report that takes a while to generate. You cannot turn off email notifications for report downloads, however, once the report has been manually downloaded the email ...
How do I access my PATGuard Cloud invoices?
To access your invoices you will need to login to Zoho Billing https://billing.patguardcloud.com/ If you have never accessed Zoho Billing before, contact PATGuard Cloud support and request a portal invitation to Zoho Billing. Please check your junk ...
Different ways to generate Asset IDs in PATGuard Cloud
When PATGuard Cloud creates a new asset via the user interface, it generates a new Asset ID to identify it. There are a number of rules which are applied and can be configured depending on what suits your setup. Rule: Within the lowest level ...
How To Move An Asset From One Location To Another in PATGuard Cloud
There may be times when you need to move a Asset from one location to another, PATGuard Cloud makes this process extremely simple. In the Organiser view select the Asset you want to move the Location from and in the Right Hand pane select 'Edit ...
Viewing Audit information for an Asset
This functionality allows for the history of an Asset to be tracked and viewed for auditing purposes. Feature Access Access to the Asset Audit feature is not available for all PATGuard Cloud subscription levels. Please get in touch with sales if this ...
Are images imported into PATGuard Cloud test results?
In most cases images or photos will be imported into the test results in PATGuard Cloud. Exceptions: if you are uploading test results from Metrel's aPAT software, it produces a CSV file, and doesn't include images.
Manually adding or editing notes for a Test
You can manually add/edit notes on a test which is useful when you need to record something, usually an anomaly, that you encountered. PATGuard Cloud also has modules for capturing repairs and quarantining assets as well if you require. Also worth ...
Instructions for manual testing of non-electrical assets
Select ‘More’ Menu Select 'More' Menu and navigate to Manage 'Lists' Create the ‘Test Result Type’ 1. Navigate to the ‘Test Result Types’ 2. Click +Add and enter the details of the test that is undertaken 3. Repeat until all tests are added for the ...
Getting Started with PATGuard Cloud
1. Overview of PATGuard Cloud The first step to getting started is understanding how our system works, the value it will provide and instructions on how to navigate. 2. Setting up a trial Now you’re across the system, and how it can add value to your ...
Downloading from a Tester using a USB-PC Cable to PATGuard Cloud
This guide will take you through the steps to download your data from your tester into the PATGuard Cloud software Turn on your PAT Tester 1. Go to the menu/options 2. Select Download to 'USB-PC Cable' 5. Add or alter the filename in the 'Filename' ...
How to change data import settings in PATGuard Cloud
There are 3 options to import data into PATGuard Cloud, and these methods can be changed by going into Settings > Data in the app. Data Import Options The options for importing data are: Unique Asset IDs Site/Location/Asset ID Matching Track for ...
How to download from the Seaward Apollo Primetest Elite to PATGuard Cloud
How to download from the Seaward Apollo Primetest Elite using Bluetooth, USB to PC cable or memory stick to your Android/Windows Device. Turn on your Apollo PAT Tester In the download menu select To PATGuard Cloud in the Download from PrimeTest Elite ...
Download and Upload from a Seaward Primetest Elite/Apollo 600 via Bluetooth
Please use the following instructions to download a GAR file from the Primetest Elite/Apollo 600 to/from PATGuard Cloud Pre-Requisites Testing Device has the target mobile device selected Before uploading and downloading from a device via Bluetooth ...
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 ...
How do I reset my password in PATGuard Cloud?
Go to the PATGuard Cloud website and go to 'login' Then click 'reset password' Then enter your email and you will be sent a password reset link
PATGuard Cloud Connect - The system cannot find the file specified
When launching PATGuard Cloud Connect from the web application (using the following button): An error may be received instead of the application launching: If this happens, it will be resolved by updating to a new version of the PATGuard Cloud ...
Administering data lists in PATGuard Cloud
This feature provides the ability to administer a series of dropdown lists in PATGuard Cloud including Asset Class, Test Type and Test Type Result dropdown lists. To access and manage the lists: Select 'Settings' from the more menu Click the 'Manage ...
How do I update my PATGuard Cloud subscription?
There are a couple of ways to update or modify your subscription for PATGuard Cloud: Updating your subscription within the PATGuard Cloud app Log into PATGuard Cloud and click on your name in the top right corner of the screen and click ...
How to add a new user in PATGUARD Cloud
Before you can add a new user in the PATGuard Cloud app you'll need to update the number of users in your subscription. How to update my subscription in PATGuard Cloud. Once you have updated your subscription plan: Click on Main Menu Settings Click ...
How do I delete a client in PATGuard Cloud?
To delete a client from PATGuard Cloud: Click on the 'Organiser' view Select the 'Client' you wish to delete Select 'Edit Client' Click 'Delete'
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