Logging on

1
Logging on

• To access the system, go to https//dea.uksv.net/3
  23917
• You will now be presented with the logon screen.
• Enter your User Code, password and initials, then
  click the login button

2
Logging On CLI authentication

• You will now need to ring the CLI number from
  your mobile. [phone]
• 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.

3
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

4
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.

5
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.

6
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.

7
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.
8
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.

9
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

10
Creating the report Contd

• 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'.

11
Creating the report Contd

• 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.

12
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

13
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.

14
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