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Deleting clients, Sites, Adding sites – Seaward PATGuard 3 User Manual

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PATGuard 3

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Deleting Clients


Clients can be deleted by selecting them in either the database

Tree View

in the

Navigation Pane

, or in the

Main Window

, and pressing Delete. You can also delete a client by right clicking the client name in the

Tree View

and selecting Delete. You will be prompted for confirmation.

Delete Client Confirmation


CAUTION: deleting a Client will also delete any locations, assets and results associated with them.

Sites

Sites


The details of addresses where testing is carried out are stored as Sites in the database. Sites can be
added from within the

PAT Testing

,

Universal Risk Assessment

and

Site Reports

functions of PATGuard 3.

See also

Changing Site Details

and

Deleting Sites

.


Depending on your individual requirements, for example whether you are a contractor or perform in-house
testing only, sites can be created at the top level of the database or can be associated with a particular

Client

and appear underneath that Client in the

Tree View

in the

Navigation Pane

. An example of both

types of Site is shown below - Site 1 is not associated with a Client, whereas Site 2 is associated with
Client 1.

Two types of Site

Adding Sites


To add a Site click on the Add Site option in the

File Menu

, as shown below, to bring up the

Site Details

window.

Add Site option

You may find that the Add Site option is greyed out, as shown below.