Logging on
•To access the system, go to
https://dea.uksv.net/323917
•You will now be presented
with the logon screen.
•Enter your User Code,
password and initials, then
click the login button
Logging On –
CLI authentication
• You will now need to ring
the CLI number from
your mobile. 01483 424
709
• The phone will ring,
but not be answered,
this authenticates the
person trying to login
as you
• Although the screen says
ring for 2 rings,
sometimes this is not
long enough for the
system.
The Welcome Screen
•You will now be presented with
the welcome screen.
•This screen contains:
•Search boxes for cases
•Buttons to enable you to
see
cases
•To access new cases, click the
recent cases button
Recent Cases Screen
•You will now be presented with the
Recent Cases screen.
•This screen is for managing work,
booking appointments and submitting
reports
•To look at details for each job, click
the record.
Case Details –
Inspector Tab
•Dates /times can be manually inputed, to change
the details you must delete out any old info first.
•Status – will read allocated, when you first go into
the record. Change to other settings to indicate the
status of the job.
•Delay – use this box to indicate the reason for a
delay (if any). Expand if needed in the appointment
notes field.
Case Details –
Instuction Tab
This is the page with most of the information about
the job.
•Type – This lists the type of job, either an energy
certificate or Home Condition Report.
•Gross Fee – Lists the fee that we get the job in at.
•Occupier Name & Address – This details the
occupier of the property and various notes about it.
•Agent – if completed the details of the estate agent
that is selling the property will be listed here,
possibly along with access information.
Booking
the Appointment
Once you have booked the appointment,
return to the inspector tab and move the
status drop down to 'Booked'.
Enter the date and time that the
appointment has been booked for.
‘Holding the Job’
If, for some reason, after
accepting the job, the vendor is
unable to commit to an
appointment for some time, you
should put the job on 'hold'.
To do so –
•Adjust the status to read 'Hold'
•After this a pop up box appears,
either pick from the list a suitable
reason, or give details about why
the job has had to go on hold.
Creating the Report
Once you have carried out the
energy performance certificate,
the information needs to be
added to complete the case.
To do so -
•Go to the Recent Cases Page.
•Click the red Create Report
Button
Creating the report …Cont’d
You will now be presented with
the ‘Form selection' screen.
•Select the Appropriate Form
from the box. If with a Quest
Accreditation Scheme, you
should pick 'Energy Certificate'.
Otherwise choose 'RRN form'.
Creating the report
…Cont’d
You will now be presented with
the following screen.
•In order to enter the information
click on the '1EPC (created)' or
'2 RRN (Typed)'.
•If on a Quest Accreditation
scheme then this will take you
into the complete EPC form that
will lodge the information with
your accreditation body.
Non-Quest Accreditation
If you are not on a Quest
Accreditation Body, you will see
the following
You will now be presented with
the following RRN Form Screen.
•Copy the RRN from your
software into the RRN box.
•Fill in your name and the date.
•This enables the RRN to be sent
back through Quest to our client
Signing-off the Case
After you have entered the EPC or RRN
you must sign off the case.
•Return to the front screen and click on
'Electronic Sign-off'.
•This takes you to the following screen.
Fill in the details you obtained from Quest
and press OK, taking note of the
warnings.
Signing-off the Case
...Contd
The next screen you see is this one. It
shows you the cases that you have which
require signing off.
•Fill in the required code (ask Quest or
BRE for details).
•Check that you are happy with
everything, put in your password and click
OK
•Check again that you are happy with
everything and click the OK button