Engineer-Contractor Setup (New Profile Wizard)

  1. If ETAS is not running do any one of the following:
  • Double-click the etas icon icon on the windows desktop.
  • Click the Windows Start menu, then select All Programs -> ETAS -> ETAS.
  • Double-click an ETAS File.
  1. If this is a fresh installation the New Profile Wizard will start. Choose Engineer/Inspector then click Next.
../../_images/choose_role_eng.jpg
Note
If the New Profile Wizard does not start, see configure your settings manually.
  1. Enter your details and meter numbers then click Next.

    This information will be stamped in every certificate you create and will be recorded on reports generated.

../../_images/engineer_details.jpg
  1. Enter your Contractor Code then click Next.

    This code is embedded in the certificate report number and identifies the entity that created it.

    If you have registered your contractor code on the website, enter it here. Otherwise, enter a dummy code e.g. "TEST".

../../_images/contractor_code.jpg
  1. Confirm the data folder location, then click Finish.

    Your settings and any new certificates you create will be saved here.

../../_images/data_folder.jpg
The ETAS main window opens.
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  1. From the File menu choose Settings.
  2. Under Mode, select Electrical Contractor.
  3. Click Contractor Details, then fill in your details on the General tab.
  4. Click the Report Graphics tab, then select "Logo".
  5. Click "Choose" to import your company logo image. This will be stamped
in the top left corner of an Electrical Condition Report or an Electrical Installation Certificate.
../../_images/9_Contractor_details_Report_Graphic_tab_insert_company_logo.jpg
  1. Select "Signature" then click "Choose" to import your signature image. This will
appear in the signature section on an Electrical Condition Report only.
../../_images/10_Contractor_details_Report_Graphic_tab_insert_signature_logo.jpg
  1. Select the Report Boilerplate Text tab, then click "HEADER2" and edit the header text
being careful not to make any changes to field items enclosed by "{}".
Note:
If you are not an approved contractor with an approved body then you will need to delete this paragraph. If you are, make the necessary changes. Any changes made will show in the right hand Preview screen.
../../_images/11_Contractor_details_Report_Boilerplate_Text_tab_make_changes_header_2.jpg
  1. Click "EXTENT" and confirm you are happy with the boilerplate text.
  2. Click "DECLARATION" and change the name and position of the person responsible for the reviewing the data and producing the Electrical Condition Report. Again, do not make any changes to field items enclosed by "{}".
Note:
Do not worry at this point that the test engineer's name does not appear in the right hand preview screen.
../../_images/12_Contractor_details_Report_Boilerplate_Text_tab_make_changes_declaration.jpg
  1. Click "FOR_DESIGN" and insert your current BS 7671 amendment number. Do the same for "FOR_CONSTRUCTION", "FOR_INSP_TEST" and for "FOR_ALL".
../../_images/13_Contractor_details_Report_Boilerplate_Text_tab_make_changes_Design_amended_to.jpg
  1. Click "DECLARATION CMP". Again, do not make any changes to field items enclosed by {....}. Change the name and position of the person responsible for the reviewing the data and producing an Electrical Installation Certificate only.
  2. That's it, all finished. Click "OK". If you want to make any changes in the future you can do so. Any changes made will not be reflected in any previously "Signed-Off" certificates or reports.
../../_images/14_Contractor_details_Report_Boilerplate_Text_tab_make_changes_Declaration_name.jpg

Now see: