Pirform's Schedule Manager
Pirform's Schedule Manager lets you create and reuse customised inspection schedules in your EICRs.
Using the Schedule Manager
Pirform's Schedule Manager is a feature that lets you create custom inspection schedules for your EICRs. In the Schedule Manager you can:
- Customise and save inspection schedules to create your own library of schedules.
- Pick the inspection schedule relevant to your EICR.
- Export your custom inspection schedules to a file to share with other engineers.
- Add schedule items or sections from your library into the current inspection schedule.
- Edit any existing schedule items.
- Remove items from your existing inspection schedule.
- Reorder items and sections in your existing inspection schedule.
- Search for items in your library or the current inspection schedule.
- View inspection schedules summarised by sections or as fully detailed lists.
Selecting an inspection schedule
The Schedule Manager shows your current schedule on the right and let's you select a schedule from your library by choosing it from the selection drop-down on the left.
As well as any custom schedules that you have created, Pirform comes with the following schedules:
- Condition report inspection schedule for residential and similar premises with a supply of up to 100A.
- Example checklist of items requiring inspection during initial verification from page 515.
- Example items requiring inspection from page 523 to the schedule library.
Once you have selected a schedule you can use the buttons in the ribbon at the top or between the two schedules to work with it.
You can then either copy items of sections from the selected schedule into your certificate's schedule, or replace the certificate's current schedule with the selected one.
Copying items or sections into your schedule
To copy an item or section from the schedule on the left, simply select the item or section on the left and click Copy Selected . The item or section will be copied into your current certificate's schedule.
Replacing the current schedule
To replace all of your current inspection schedule with the currently selected schedule, simply click Replace. The schedule on the left will replace all the items your current certificate's schedule.
Adding or adjusting items
Select a section and click Add Item to add a new item to the section.
Select the item or section in your schedule and click Edit Description to change the text. You can also double-click to acheive the same result.
Select the item or section in your schedule and click Delete Item to remove the item.
Moving items or sections
The buttons Move Up and Move Down will move the selected item or section up or down in the current schedule.
Saving a schedule to your library
Saving a schedule to your library will make it available for use in other EICRs. You can save the current schedule to your library by clicking Save To Library. You need to enter a name and you can also give it an optional description.
Changing the view
You can collapse the schedule sections by clicking Toggle Expanded. Clicking again will expand the schedules.
You can also do that individually by right-clicking over the schedule.
Finding items or sections
Clicking Toggle Find will show the find boxes. Typing words or terms into these will show items in the schedules with those words.
Exporting and importing schedule files
Saving a custom inspection schedule to a file allows you to easily share it with other engineers. Just send them the inspection schedule file and then they can import it into their copy of Pirform and use it in their certificates.
To export an inspection schedule to a file, click Export Schedule in the ribbon. You will be asked to enter the name and optional details of the schedule and then choose a location to save the file.
To import an inspection schedule from a file, just click Import Schedule and select the schedule file.