How to use WinPATS

Getting Started

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This is a step by step process for setting up WinPATS for the first time. You will only need to do these steps once per device. Ensure you have WinPATS downloaded before starting.

  1. Welcome to WinPATS - Once you've downloaded the new WinPATS app, open it up to get started.
  2. First, set up a 4 digit pin code. This will help keep your data secure.
  3. Next, it's time to set up your Company Account. If your employer or organisation has an account already, you can log in now. If not, you can register a new company instead.
  4. You will be prompted to enable WinPATS' permissions - this allows you to use the full set of WinPATS features.
  5. Tap Register Company to set up your Company Account.
  6. Fill in your details - a valid ABN is required to register a new company.
  7. You should use the address and contact details of your head office.
  8. Select where you purchased your tester from - this will help us provide support to your company.
  9. Confirm your details are correct, then tap Register.
  10. You will be sent a One Time Password to verify your email address - enter the OTP to continue.
  11. If you don't see your OTP email, check your spam folder.
  12. Now you can pay for your WinPATS License - if you have a coupon code, you can enter it now. Otherwise, tap PAY to continue to the payment screen.
  13. Enter your payment details, then tap CONFIRM.
  14. You've now registered your Company Account - you can now Log In and set up your password.
  15. Enter the Company ID and temporary Password emailed to you to log in for the first time.
  16. You will now be prompted to set up a new password - we strongly recommend you do this now, and choose a memorable, secure password.
  17. You can now set up your User Account - this is your individual account, but can use the same details as your company account if required.
  18. Enter your user details, including setting a profile picture, and adding contact details.
  19. Once your details are complete, tap ADD to create your account.
  20. Confirm your details are correct, then tap CONFIRM to finish registering your user account.
  21. When you start WinPATS for the first time you'll be required to perform a data sync. This creates a new cloud database for you, or connects your WinPATS App to your company's existing database.
  22. If your database has many items, this may take up to 5 minutes, but usually only takes a few seconds. Once this is complete, you're ready to begin using WinPATS.

Migrating your Data from old WinPATS to the new WinPATS App

The video for this topic is coming soon.

This video covers migrating your old WinPATS PC database into the new WinPATS format, then importing it into WinPATS. You’ll need access to both your Android device, and your PC with WinPATS installed. If you can connect your Android device to your PC via USB it will make transferring files between the two much easier, however you can use email, Bluetooth or any other method of file transfer you have available.

    Exporting Your Database From WinPATS For Windows

  1. We recommend watching the video for this section if you are unfamiliar with WinPATS filters & reports.
  2. Open your old WinPATS database.
  3. Deactivate all your filters, to ensure all your items are exported.
  4. Ensure you don’t have any site filters enabled either.
  5. Go to the Reports Menu at the top of the screen, then open ‘Flexible Reports’, then ‘Select Fields to Display’.
  6. Set Report Layout as ‘Equipment Summary’.
  7. Click ‘Load / Create Layout’.
  8. Ensure all fields are selected (in the right hand column).
  9. Once all your fields are selected, click Next.
  10. You can review your database here, then click ‘Export’.
  11. Select a folder to export your database to, and save your database as a .CSV file. Ensure the file has a .csv extension e.g. "my_database.csv".
  12. You may need to make further edits to your database to ensure the new WinPATS App can read your data correctly:
    • If you have multiple customers in your database, you will need to add a 'Customer' column to your database using Excel or Google Sheets. Add a column to the left of your first column, enter 'Customer' in the first row, then fill in the relevant customer names. Once complete, save your file as a .CSV (MS-DOS) file. If you don't add your customer data, WinPATS will simply duplicate the 'Site' column into the 'Customer' field as well.
    • If any of the required fields in your database are blank, WinPATS will be unable to read them. To solve this, open your database using Excel or Google Sheets, then highlight all your data. Apply a filter to your data (Data > Filter) - you should see a small arrow in a box in each cell on the first row of your data. Click this arrow, deselect all items, then select '(Blanks)' to only view the rows with blank data in that column. You will need to fill in data for these items manually. Check each required column for blank data, then once complete save your file as a .CSV (MS-DOS) file.
    • If you encounter any issues with the date format, you may need to edit your Last Test Date and Test Due fields. To change the format of your test date data, open your database using Excel or Google Sheets and highlight the columns with date data. Then, change the Number Format of the date to DD/MM/YYYY - this may be the default 'Short Date' of your version of Excel, or you may need to click 'More Number Formats' then 'Date' and select the correct date format from the list. Once complete save your file as a .CSV (MS-DOS) file.

      Import Equipment To the New WinPATS App

    1. Transfer this file back onto your Android device - use whichever method is easiest for you.
    2. Navigate back to the Import/Export menu - Open the Side Menu, Tap 'Company+' then 'Import/Export'
    3. Make sure you’re on the ‘Equipment Inventory’ tab
    4. Make sure you’re in ‘Import Mode’
    5. Tap ‘Select CSV File’
    6. Locate your new WinPATS file, and tap ‘Upload’
    7. This may take some time depending on the size of your database, but once completed you can begin testing with your WinPATS database!

    Data Syncronisation

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    WinPATS stores your test data in the cloud, keeping a secure backup as well as allowing you to always have the latest data on your device. This video will explain how to ensure your database is always synchronised with your cloud database.

    1. One of the key features of WinPATS is the cloud database. Your results are synced to a cloud backup system that all your technicians in your company can access.
    2. To sync your local database with your cloud database, tap the Sync button, which is located at the top right of screen.
    3. This will push any new items and test results to the cloud, as well as download any new items added by other users since your last sync.
    4. If your database is large, this may take a few moments.
    5. We recommend syncing often, at least once per day, to ensure your records are always up to date and backed up.
    6. WinPATS requires that you sync your database every week, so if it’s been a long time since you last used WinPATS, ensure you sync your database before beginning your testing.

    Password Protected Features

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    Some features in WinPATS are password locked, for both security of your data, and for controlling permissions of different users. This topic covers which features are password protected.

    Your user permissions determine which features are password protected. For 'Technician' users, all of the following features are locked. For 'Admin' users, only permanently deleting items and changing users are password locked. For more information about different user permissions, refer to Managing your Users.

    Password Protected Features For All Users

    1. Deleting an Item Permanently - Items can be moved from the Inventory to the Trash, but to permanently delete an item a password is required to avoid accidentally deleting records.

    Password Protected Features for 'Technician' Users Only

    1. The Company+ Sub-Menu. This includes Company Details, Allocating Sites, Importing and Exporting Databases, Allocating Costs, Creating Reports and Managing Registered Devices.
    2. Adding a New Customer or Updating an Existing Customer. Adding a site to an existing customer, or updating an existing site is available for all users.
    3. Viewing the Calendar schedule of another user. Users can review their own schedule in the Calendar screen, but viewing other user's schedules requires a password.
    4. Accessing the User Profile Screen, and Changing User Profiles. This also includes updating User details, suspending accounts and deleting user profiles.

    Managing your Registered Devices

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    Learn how to view, assign and remove registered devices from WinPATS. Registered devices are the mobiles and tablets you use to access WinPATS, as well as the Wavecom appliance testers you've connected to your WinPATS account.

    1. To view Registered Devices, open the Side Menu.
    2. Tap 'Company+' to open the Company Sub-Menu, then, tap 'Registered Devices'.
    3. Here you can view the Android devices registered with your company’s WinPATS account, as well as any Wavecom PAT testers that have been linked to your WinPATS account.
    4. To allocate a user to an Android device, press and hold the device you wish to allocate.
    5. You can now assign that device by selecting from your list of users.
    6. If there is a user already assigned to this device, they will be unassigned automatically.

    Managing your Users

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    Learn how to manage the different users of WinPATS in your company. In this video we cover adding new users, changing user details and permissions, and suspending or deleting users.

    User permissions determine the level of access to WinPATS features that user has. 'Technician' users have certain features locked, and require the Company Password to access.'Admin' users have full access to all WinPATS features - only permanently deleting items and switching user require the Company Password. For more information on this topic, refer to Password Protected Features

    1. To view the 'Manage Users' screen, open the Side Menu, then tap the Profile Picture & User Name.
    2. This is the Manage Users screen - From here you can view all the users in your company, and view their details.
    3. To select a user, open the drop down menu.
    4. To add a new user, tap the ‘plus’ button.
    5. Assign the user permissions, and fill in the details, then tap ‘ADD’ to create a new user.
    6. To suspend a user’s account, tap the crossed out circle. Suspending an account locks it so it cannot be used, but does not delete it. A suspended account can be unlocked at any time by tapping the ‘arrow’.
    7. To edit a users’ details, tap the pencil button, and edit the fields required, then tap ‘UPDATE’.
    8. To delete an account, tap the Trash icon.
    9. To switch between users, select your user from the dropdown menu, then tap ‘CONFIRM’.
    10. The previous user will be logged out of the device, if this is ok tap 'CONFIRM'.
    11. If your device is connected to the internet, logging in on one device will log that user out of the last device they used. If you are not connected to the internet, you won’t be logged out until you are reconnected to the internet. We recommend only assigning one user per Android device, and one Android device per user, to avoid creating multiple record clashes.

    Updating Company Details

    Learn how to update your Company Details with WinPATS. When you set up WinPATS for the first time, you'll create a Company Profile. If your Company Details change, you can update them using this process. To make any changes to your Company Details you must be connected to the Internet.

    1. To access the Company Details screen, open the Side Menu, tap 'Company+' to open the Company Sub-Menu, then tap 'Details'.
    2. Here you can view your company details. To edit any of these features, press and hold the line you wish to change. To edit your Company logo, tap the pencil next to the default logo and select the image from your tablet's gallery.
    3. You cannot change the Company name, the Company ABN, the Registered Email Address or the Company ID - contact WinPATS support to change these details.
    4. You can also set up some other information from the Company Details screen:
      • The contact details that will be added to Reports you generate from WinPATS.
      • Whether Job Safety Analyses are required before your technicians begin testing at a new site.
      • The currency, tax percentage and discounts you can add to the Cost Estimation report.
    5. Your details will be saved as soon as you change them, so once you've made the appropriate changes you can exit the screen.

    Importing and Exporting Data

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    This topic covers how to Import and Export data into WinPATS. We covered migrating your data from previous WinPATS versions into the new WinPATS in Migrating your Data from old WinPATS to the new WinPATS App, so this topic will not go into as much detail in terms of preparing your data for importing.

    1. To view the Import/Export Data screen, open the Side Menu, tap ‘Database+’ to open the Database Sub-Menu, then tap ‘Import / Export’.
    2. Here you will see three tabs - Equipment Inventory, Customer Database and Sites. These represent the three different 'tables' of data you can import into WinPATS.
    3. Let's start with Equipment Inventory. If you've completed 'Migrating your Data from old WinPATS to the new WinPATS App', you'll be familiar with this screen.
    4. Here, you can Import data into the WinPATS app, as well as Export your inventory to a .csv file.
    5. On the Import screen, you will see the option to download a database template, the option to select a .CSV file to import, and the upload button
    6. WinPATS requires your data to be in a specific format to upload it. Download the template file, then copy and paste your data into this file to ensure WinPATS can import your data.
    7. To switch between Import and Export, tap the 'Import' switch - it will change to 'Export', and the options on screen will change too.
    8. On the Export screen, you can download your entire item database, or use the filters to select items from a specific Customer, Site or Location.
    9. To filter by Site, you will need to select a Customer first. To filter by Location, you'll need to select both a Customer and a Site.
    10. Let's move onto the Customer Database screen. Here, you can only import Customers into WinPATS.
    11. This process works the same as Importing equipment - download the .CSV template file, fill it with your data, then import that file back into WinPATS.
    12. Importing Sites works the same way as Importing the Customer Database. You may find it easier to import your Customers, then import your sites, but the choice is yours.

    Managing your Customer List

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    Learn how to add, manage and edit your Customers with WinPATS. WinPATS allows you to create customer profiles and organise your test items by which customer they belong to.

    1. To view your customer list, open the Side Menu. Tap 'Database+' to open the Database Sub-Menu, then tap 'Customers' to open the Customers Screen.
    2. Here you can view all the customers in your database, as well as add new customers.
    3. To view the details of a customer, double tap the customer in your list. Below you will see a breakdown of your customer, including their total number of sites, locations, sub-locations and equipment.
    4. To add a new site to this customer, tap 'Add Site'.
    5. Fill in the details as required.
    6. When you've filled in all your details, tap 'Add Site'.
    7. To Update a Customer's details, tap 'Update Customers'.
    8. Change any details as needed.
    9. When you're done changing details, tap 'Update Customer'.
    10. You can delete your customers by tapping the red Trash icon.
    11. You will be asked if you wish to backup this customer by sending the details via email. Deleting a customer cannot be undone!
    12. To add a new customer, tap 'New Customer'.
    13. Fill in your new customer's details.
    14. When ready, tap 'Add Customer' to save your new customer.

    Managing your Sites List

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    Learn how to add, manage, and edit your sites with WinPATS. WinPATS allows you to create multiple sites for each customer as needed, allowing you to organise your database by location.

    1. To view the Sites screen, open the Side Menu, tap 'Database+' to open the Database Sub-Menu, then tap 'Sites'. Here you can view your sites or add new sites.
    2. You can filter your Sites by customer using the dropdown menu.
    3. To view the details of a particular site, double tap the site in the list.
    4. You can view the total number of locations, sub-locations and equipment at that site, as well as the breakdown of test results and overdue tests.
    5. You can update the site information by tapping ‘Update Site’.
    6. Change the details as required, then tap 'Update Site' to save your changes
    7. You can also delete the site and all equipment associated with it by tapping the red Trash icon
    8. You will be asked whether you wish to email a backup of your site before deleting. Deleting a site cannot be undone!
    9. To add a site, tap 'Add Site'
    10. Fill in the details
    11. Once your details are complete tap 'Add Site' to save your site
    12. Your new site should appear in the list - if you can't see it, try resetting your customer filter

    Allocating Sites

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    Learn how to Allocate Sites to your Users. This allows you to organise your testing operations by viewing which sites have a testing technician assigned, which do not, and your technician's schedules.

    1. To view the Allocate Sites screen, open the Side Menu, tap 'Company+' to open the Company Sub-Menu, then tap Allocate Sites.
    2. This is the Allocate Sites screen, from here, you can organise your users and sites. There are two tabs - Technician View and Site View - let's start with Technician View.
    3. Technician view allows you to allocate technicians to sites, filter by technician and view your technician schedule
    4. To allocate a new site, tap ‘Allocate New Site’
    5. Select your technician, site and date & times, then tap ‘Allocate’
    6. Below is your schedule of technicians - you can quickly review which technicians are allocated to a site and how many sites they’re allocated to that day
    7. To skip to a certain day, tap the calendar and select your date
    8. To filter by a specific technician, use the drop down menu - this will give you a list of all the sites a technician has been allocated to
    9. To remove a technician from a site, or change which technician is allocated to a site, double tap the site from the list
    10. To remove a technician, simply tap ‘Deallocate’
    11. To change technician, select a different technician from the dropdown menu, then tap ‘Update’
    12. Let's cover the Site View now - Tap the ‘Site View’ tab at the top of the screen to switch to Site View
    13. Here, you can view your technician allocation by site, instead of by technician
    14. Initially, the list will contain all your sites and allocations
    15. You can filter by customer, or by specific sites as well
    16. To allocate a technician to a site, tap ‘Allocate Technician’
    17. Select your options from the fields and tap ‘Allocate’
    18. Any site allocated in site view will be visible in technician view, and vice versa - so use whichever tab you find most convenient

    Creating and Managing Equipment Groups

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    Learn how to create and manage Equipment Groups with WinPATS. Equipment Groups are how you categorise different types of appliances and other tested items in your database. You can also assign specific test procedures to an equipment group, so you can be sure the correct tests are being used for each type of appliance. In this topic we also cover allocating costs to equipment groups, which allows you to generate cost estimate reports using equipment groups.

    1. To open the Equipment Groups screen, open the Side Menu, then tap 'Database+' to open the Database Sub-Menu, then tap 'Equipment Groups'.
    2. This is the Equipment Group Screen - from this screen you can view the equipment groups you’ve already created, or add new groups.
    3. Equipment groups are used to allocate specific test procedures for a group of appliances. You can then add new items to this group to assign those test procedures automatically.
    4. To add a new equipment group, tap ‘Add New Equipment Group’.
    5. Add your equipment group name, select your test frequency from the options (or set your own) and then create your test procedure.
    6. You can add more than one test, allowing you to quickly run complex tests with one tap.
    7. When your fields are complete, tap ‘Add New Equipment Group’.
    8. To update an existing equipment group, press and hold the item in the list you wish to update.
    9. Change the details you wish to update, then tap ‘Update Equipment Group’.
    10. You can also allocate prices to equipment groups - this can be useful for quickly providing cost estimations of a test and tag job.
    11. To open the Allocate Costs screen, open the Side Menu & tap 'Company+' to open the Company Sub-Menu, then tap 'Allocate Costs'.
    12. Here we have the Allocate Costs screen, here you can view your existing equipment group.
    13. You can also Add New Equipment Groups from this screen too, and Allocate Costs to your Equipment Groups.
    14. To allocate a cost, select the equipment group from the dropdown menu, then add your cost.
    15. Once you have your cost, tap ‘Update Cost’, then confirm the popup.

    Deleting and Restoring Items

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    Learn how to delete and restore items from your database using WinPATS. Items can be moved to the Trash from your database, and then may be deleted permanently or restored to your database as needed.

    1. First, we'll cover moving an item to the Trash from the inventory. Open the Side Menu and tap 'Database+' to open the Database Sub-Menu, then tap 'Inventory'.
    2. To move an item to the Trash, tap the item in your inventory list. You can search for the item or filter your items if needed.
    3. Once in the Equipment Details screen, tap 'Update Details'.
    4. Scroll to the bottom of the screen, and tap the red Trash icon.
    5. Confirm you wish to delete the item.
    6. The item will be moved to the Trash, but not deleted permanently.
    7. To view the Trash screen, open the Side Menu and tap 'Database+' to open the Database Sub-Menu, then tap 'Trash'.
    8. In the Trash screen, you'll see all the items you've deleted from your inventory.
    9. You can search and filter these items just like in the Inventory screen.
    10. To delete an item permanently, or restore it to your inventory, double tap the item in the list.
    11. Tap 'Delete' to delete the item permanently - you will be prompted to enter the Company Password when deleting and item for security purposes.
    12. To restore an item to your inventory, tap 'Restore', then tap 'Confirm'.

    Creating Reports

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    Learn how to generate reports using WinPATS. WinPATS features a range of report templates that can be generated at the tap of a button. You can also use flexible filters to generate a report on specific data filtered by site, equipment type, data range and more.

    1. To access the Reports screen, open the Side Menu, tap 'Company+' to open the Company Sub-Menu, then tap 'Customer Reports'.
    2. This is the Customer Reports screen. From here you can generate a range of reports as well as filter by customer, site, dates and equipment groups.
    3. To create a report, first select your customer from the dropdown menu.
    4. Next, set any of the other filters you require - sites, dates or equipment groups. If you don’t need to use a filter, just leave it blank.
    5. Once you’ve set your filters, choose your report.
    6. If you’re unsure of which report to use, tap the ‘Info’ button to view a chart of all the different reports.
    7. To generate a report, simply tap the report you need. Let's generate a Customer Summary report.
    8. WinPATS will show you a preview of your report, so you can confirm you have the data you need.
    9. Tap 'Download PDF' to save your report to your device.
    10. You can view your generated report PDF if you wish, but this isn't necessary.
    11. You can also share your report via email (or other methods if you prefer) by tapping 'Email Report'.
    12. You will see your sharing options appear on screen - choose whichever option is right for you.
    13. Some reports allow you to set extra parameters, such as individual equipment for the equipment summary or including discounts & taxes in the statement of costs report.

    Connecting your Tester to WinPATS

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    Learn how to connect your Wavecom Appliance Tester to WinPATS via Bluetooth. Connecting your tester to WinPATS allows you to control your tester from your tablet or mobile, get results straight to your WinPATS database and more.

    This process requires a Bluetooth compatible Wavecom Appliance Tester - get in contact with Wavecom to check if your tester is Bluetooth compatible. If your tester is not Bluetooth compatible we offer a range of trade in or upgrade offers to get you Bluetooth ready.

    1. Before starting this process, ensure your Wavecom PAT Tester is on, and not connected to another WinPATS device.
    2. To set up your tester connection via Bluetooth, open the Test Menu by tapping the ‘Test’ Button.
    3. If you’re not already connected to a tester, you’ll be prompted to connect one.
    4. Tap ‘Bluetooth’ to begin scanning for Bluetooth compatible Wavecom PAT testers.
    5. When you see your tester in the list, tap it to set up the connection.
    6. To pair your tester to your WinPATS, you’ll be asked to type in the code seen on the screen of your Wavecom tester. Enter the pairing code and tap OK.
    7. Your device is now connected to your Wavecom PAT. Tap Confirm to complete the process.
    8. If this is the first time you’re connecting this device to WinPATS, you’ll be asked to enter some information about it. Enter your Calibration date and date of purchase - this will enable us to provide better support services, as well as remind you when your tester is due for calibration.
    9. Once complete, tap ‘Register’.
    10. You will see the tester that is connected, as well as the connection type, at the top of your Test screen. You will also see a blue bar above the ‘Test’ button at the top of screen, informing you that you are connected via Bluetooth.
    11. To disconnect your tester, tap the pencil icon at the top of the screen.
    12. You will be asked if you wish to disconnect. If so, tap ‘Yes’.
    13. You can now set up a connection with a different Wavecom PAT Tester, or reconnect the same PAT at a later time.

    Testing with WinPATS

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    Learn how to conduct appliance tests with WinPATS. You'll need to have a Wavecom Portable Appliance Tester connected to WinPATS to conduct tests, so be sure to set this up ahead of time.

    1. There are multiple ways of testing an item with WinPATS.
    2. The first testing method is using the Test Menu. Open the Test Menu by tapping 'Test' at the top of the screen.
    3. You will see 6 options on screen:
      • Quick Test allows you to run a test straight away, then you can decide whether to record your results after.
      • The New Test procedure asks you to add a new item to your database, or find an existing item before testing.
      • New To Service allows you to record an item (new or existing) as New to Service.
      • Out of Service allows you to record an item as Out of Service.
      • Visual Check Only allows you to record an item using only a visual test.
      • The Data Logger feature will be available in the future, but for now this feature is locked.

    Quick Test

    1. We’ll start with the Quick Test. Tap 'Quick Test' to begin.
    2. Tap the test you wish to conduct from the list.
    3. Set any of the test options as required, then tap ‘Start Test’ when ready.
    4. Conduct the visual test, and tap Pass or Fail as required.
    5. The rest of the test will be conducted automatically in sequence, and your results will appear on screen.
    6. At this point, you can exit without saving, add the result to an existing item in your database, or add a new item.

    New Test

    1. Let's cover the 'New Test' function now. This process also applies to New to Service, Out of Service and Visual Check Only.
    2. Open the Test Menu and then tap 'New Test'.
    3. You can either use the asset lookup function to search for an existing item, or you can add a new item to your database.
    4. Enter your item's details. When adding a new item, you will be asked to assign a Test Sequence. This means that whenever you go to retest this item, WinPATS will automatically set up this test.
    5. Once you've entered all your item's details, tap 'Add Equipment' to add this item to your database.
    6. You will now be viewing the Equipment Details screen, once you're ready to begin testing, tap 'Start Test'.
    7. Conduct the Visual Test, then the rest of the test will be conducted automatically in sequence.
    8. Tap Save Results to record your test results, then Print Tag to print a tag.

    Testing from the Home Screen

    1. You can also use the asset lookup function on the Home Screen to search for an item and then test it.
    2. You can use the barcode scanner function to quickly access your item information - select your customer and site, then tap the Barcode Scanner icon.
    3. The scanner function uses your device's camera to read barcodes. Align your barcode with the red line on screen to scan it.
    4. Your item's details will appear on screen - you can proceed to testing by tapping 'Start Test' - the same way as we did with the 'New Test' procedure.
    5. Conduct your visual check and run your tests, and you can save your results and print your tags as before.

    Testing from the Inventory

    1. You can also test directly from the Inventory screen.
    2. To access the Inventory, open the Side Menu, tap 'Database+' to open the Database Sub-Menu, then tap 'Inventory'.
    3. From the inventory screen, you can view all your test items, or use the filters to find a specific item.
    4. Apply the filters as needed (using Customer and Site filters is recommended as a minimum).
    5. Tap the Filter icon to use more specific filters - for more information on using the Inventory screen, please view our 'Managing your Inventory with WinPATS' video
    6. Once your filters are set, tap 'Search' to apply your filters.
    7. To begin testing from the inventory, double tap the item you wish to test.
    8. The Equipment Details screen should look familiar by now - as before, tap 'Start Test' to begin your testing procedure Conduct your visual test and run the tests, then save your results and print tags as required.

    Adding New Items

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    Adding new items to your WinPATS Database is very straightforward, and there are multiple ways to add new items to your database. This tutorial introduces both methods of adding items, then runs through the process of adding items to your database.

    During the Adding New Items process, you can also add new Customers, Sites and Equipment Groups, as well as edit existing Customers, Sites and Equipment Groups. This feature is Password Protected, and will require the Company Password to access. This tutorial won't go into detail with the processes - please refer to the relevant topics as needed.

      How to Add a New Item

    1. When testing, you will have the option of creating a new item, by tapping 'Add New Equipment'. Once added, you can run your test procedures.
    2. You can also add a new item from the Database Sub-Menu. Open the Side Menu, tap 'Database+', then tap 'Add New Equipment'.
    3. Adding a New Item

    4. Once you're at the 'Add New Equipment' screen, you're ready to start entering your item's information.
    5. First, select your Customer from the dropdown menu. If you wish to add a new Customer, tap the 'Plus' icon, and fill in the details.
    6. Once you've selected your customer, you can edit your customer's details by tapping the 'Pencil' icon.
    7. Next, select your Site from the dropdown menu. If you wish to add a new Site, tap the 'Plus' icon. If you wish to edit an existing site, select it from the dropdown menu then tap the 'Pencil' icon.
    8. Next, enter the item's Location.
    9. Then, add the item's Sublocation. This is optional, but may help you locate the item in the future.
    10. Note: after entering your Customer, Site, Location and Sub-Location, WinPATS will autofill those items next time you add an item. This makes adding new items during testing much easier.
    11. Next, select your equipment group - this is useful for assigning specific test procedures for one type of item (for example, extension leads)
    12. You can also add an equipment group, or edit an existing equipment group, in the same way you can with Customers and Sites.
    13. Entering the old barcode may be useful for transferring items from an old database to a new one. This is optional however.
    14. A unique barcode number will be assigned sequentially, but you can select your own if required.
    15. A Description is required, as it will be included on the item's tag once tested.
    16. Enter the item's Make and Model. These options are optional, but may help identify the item in future.
    17. If needed, enter your item's Asset ID - if you have an existing asset management system, you can enter your asset ID here.
    18. You can also enter the item's Serial Number if required.
    19. Next, set the Current Status of this item. Select from Not Tested, Out of Service, New to Service, Pass or Fail.
    20. Depending on the Current Status of your item, you will see different fields appear or disappear below.
    21. Enter the relevant information - Last Test Date, Test Frequency and Test Due Date may be available.
    22. You can now set your Test Sequence. If your tester is connected to WinPATS, this allows WinPATS to communicate with your tester and run tests remotely.
    23. To add multiple test sequences, tap the 'Plus' icon. To remove a test sequence, tap the 'Minus' icon.
    24. You can add a photo to your asset record - use your device's camera to take a photo, and it will be saved with your item. This can be useful for identifying or locating an item.
    25. You can also add any comments or notes needed.
    26. The last option is 'Add Multiple Identical Equipment'. This allows you to add multiple versions of this item, with sequential barcodes. This can save a lot of time when testing many identical items.
    27. After adding your equipment, you can review your item, update your item, print a tag or begin testing.

    Scanning Barcodes

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    With WinPATS, you can use your device's camera to scan barcodes on your test tags to view the item in your database. You can then reprint tags, update information and conduct tests.

    1. You can use the barcode scanner function anywhere you see the scanner icon. To open the scanner, tap the icon.
    2. WinPATS will only recognise barcodes generated by WinPATS - using other system barcodes may cause incorrect results.
    3. To scan a barcode, align the barcode with the red line on screen.
    4. Once WinPATS recognises the barcode, your item information will appear on screen.
    5. You can now review, edit or conduct tests on this item.

    Managing your Inventory

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    Learn how to manage the items in your WinPATS inventory. Filter, edit and update items and more, all from the inventory screen.

    1. To access the Inventory, open the Side Menu, tap 'Database+' to open the Database Sub-Menu, then tap 'Inventory' to open the Inventory.
    2. This is the Inventory Screen. At the top of the screen is the asset lookup function, here you can search for items in your database.
    3. To use more precise filters, tap the Filter icon. You can filter by date range, equipment group, test result and more.
    4. Below is panel contains some information about your database, including failed items and items due for testing.
    5. And finally, your item list is at the bottom of the screen. You can scroll through your database to find items instead of using filters.
    6. To view the details on an item in your database, double tap the item.
    7. This will take you to the equipment details screen, here you can view your items' details, view the Test History of your item, reprint the item's tag (useful if the tag has been damaged but the item does not need re-testing), or Update the Details of your item.
    8. To test this item, tap 'Start Test'.
    9. To return to the Inventory screen, just tap 'Cancel'.
    10. You can also edit multiple items at once - this is useful for fixing errors such as items being allocated to the wrong site.
    11. First, you need to filter by Customer & Site. For non-Admin users, you will also need to filter by Location. You can also apply other filters if you wish. Now tap 'Select Multiple'.
    12. You can now double tap the checkbox next to your items to select them. Select all the items you wish to edit.
    13. Once you have selected your items, tap 'Update Multiple'.
    14. Now you can update your items' details. Using the dropdown menus, change any details as needed. Simply ignore any fields you don't need to change.
    15. Once you've finished updating your details, tap 'Update'.

    Using Failure Codes

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    Learn how to set up failure codes with the new WinPATS app - failure codes are great for analysing systematic failures among your assets, and identifying common failure types.

    1. When an item fails a test, WinPATS allows you to assign a specific Failure Code to that item.
    2. To create a new Failure Code, open the side menu, open the 'Database+' submenu, then tap 'Failure Codes'.
    3. If you haven't assigned a Failure Code before, you'll be prompted to add at least one.
    4. To add a Failure Code, tap the 'Add' button.
    5. Fill in the details as required - the code will be sequentially generated, but you can assign your own if you wish.
    6. As you assign failure codes, you can review the breakdown of your item failures here - this is great for analysing how and why your items are failing.
    7. Frequent issues can be easily identified and systematic problems can be solved by checking your failure codes every few months.

    Reviewing Test Categories

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    Learn how to review Test Categories with WinPATS. Test Categories are the different sets of tests that you can perform if WinPATS is connected to a Wavecom PAT Tester.

    1. To view the Test Categories screen, open the Side Menu.
    2. Tap 'Database+' to open the Database Sub-Menu, then tap 'Test Categories'.
    3. This is the Test Categories screen, here you can view the various test categories in the list.
    4. To view the tests that make up a test category, tap the item in the list.
    5. You can view the assigned test types, the unit of measure, the lower and upper limits and more.
    6. If you're ever unsure which test you should use, reviewing the test categories can help clarify.

    Creating JSAs

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    Learn how to create and manage Job Safety Analyses with WinPATS. Generate new JSAs or review your previous JSAs as required.

    1. To open the Job Safety Analysis screen, open the Side Menu, then tap 'Job Safety Analysis'.
    2. This is the Job Safety Analysis (JSA) screen - from here you can view past JSAs or creating new JSAs.
    3. To create a new JSA, fill the form at the top of screen - select your user, date of testing, your customer and site.
    4. If you need, you can include your client’s job number, a work order number, your internal job number as well as a description of your job.
    5. If you need to conduct a site specific risk assessment, tap the switch, and then check each relevant checkbox.
    6. Once your fields are filled out, tap the Info icon to preview the JSA and agree to the terms.
    7. Once you’ve confirmed the JSA is correct and you agree to the terms, tap ‘GENERATE JSA FOR SELECTED SITE’.
    8. Confirm the details are correct, then tap ‘Generate’.
    9. Your JSA is now saved - you can finish the process now, or view your JSA again.
    10. If you view your JSA, you can download it as a PDF or Share your Report via email, or other methods if you have them set up.
    11. At the bottom of your screen is your JSA history - here you can review your past JSAs and access them as required.
    12. To filter your JSAs by date, use the calendar buttons to set your date range.
    13. Alternatively, if you have a specific JSA number, you can enter that number to view it specifically.
    14. To view the details of a specific JSA, tap the item on the list.
    15. You can tap 'View JSA' to view the file, and then save or send it.
    16. To delete a JSA, tap the red Trash icon.
    17. Tap 'Confirm' to permanently delete a JSA - this action cannot be undone!

    Printing Tags

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    Learn how to print tags directly from the new WinPATS App, as well as the features available in the Print Menu.

    1. There are multiple ways to print test tags from the new WinPATS App. This video will run through each method.
    2. The first method is printing a test tag straight after completing a test - this is probably the most common way you'll print tags.
    3. Complete the test, and 'Save Results'.
    4. After you save the test result to your database, you will see the option to print your tag.
    5. Tap 'Print Tag' to send your tag to your printer.
    6. There are also some additional options - tap the blue arrow to view these options.
    7. Here you can choose to finish your test without printing, add your tag to the 'Print Queue', or Print a Mini Tag.
    8. Now we'll cover the other ways of printing a tag.
    9. The first is from the Print Menu at the top of the screen.
    10. In the Print Menu you can view your Print Jobs Queue, containing any tags you wanted to 'Print Later'.
    11. To print a tag from this list, double tap the entry in the list.
    12. You can now print a full size tag or a mini tag, or delete the print job without printing if needed.
    13. To configure your printer, tap the 'More' button at the top left of screen.
    14. First is 'Calibrate' - this will realign your tag prints so they fit properly on the tag. This is useful if you have just replaced your tags or ribbons.
    15. Next is 'Test Tag' - this will print out a sample of your tag.
    16. 'Test Mini' does the same thing as 'Test Tag' - but prints the mini version of your tags.
    17. 'Upload File' allows you to add a new tag file to your printer, for changing your logo or other information.
    18. Then we have 'Tag Settings' - from here you can choose which set of tag labels you want as your default - this is useful if you use more than one logo within your organisation.
    19. Finally we have 'Clear' - this will clear your Print Queue of all jobs, and cannot be reversed.
    20. Another way to reprint tags from previous tests is from your asset information screen. You can access this via the lookup function on the Home Screen, or via the Inventory screen.
    21. To access the Inventory Screen, open the Side Menu and then tap 'Database+', then tap 'Inventory'.
    22. To open the asset information of an item in your inventory, double tap the item in the list.
    23. You should now see your asset information, and a button labelled 'Reprint Tag'.
    24. Tap 'Reprint Tag' to print a copy of the last tag you printed for this item. To print a new tag, you will need to retest the item.

    Using the Calendar

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    Learn how to use the Calendar feature in the new WinPATS app. View your technicians' schedules quickly and easily.

    1. To open the Calendar, tap the icon at the top of the screen.
    2. This is the Calendar screen. Here you can view your test schedule for the next 30 days.
    3. To view another user’s schedule, simply select their name from the dropdown menu.
    4. To view future appointments, you can set the start date of your 30 day preview by selecting a date from the calendar button.