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.