User manual WAVECOM WINPATS LITE

Asset Management & Maintenance Software Operators Manual for PC REVISION 1.0 January 2005 Developed by Wavecom Instruments Pty Ltd Distributed by Nesco, Electromate & Appointed Agents. All rights reserved. Congratulations..... You have just purchased a World Leading Product! To ensure that you achieve the full potential of this software please follow the Operators Manual instructions carefully. As we are continuing to improve this product please email winpats@wavecom.com.au to receive any available updates and/or any other information relating to this product. We welcome any comments so that we can continue to provide you with the best product of this kind on the market. Thank you! Page 2 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au CONTENTS Chapter 1 ­ Important Information WinPATSTM Features ................. Introduction .................... Features .................... Manufacturers Notes ................. Expectations .................... Notes on Functionality .................... Technical Support .................... Safety Warning ................. Competent Person ................. Disclaimer & Limited Warranty ........ System Requirements ................. Registering WinPATSTM ................. TnT PAT Diagram ................. WinPATSTM Code & Colour Guide ....... 4 4 4 5 5 5 5 6 7 7 8 9 10 11 Chapter 5 ­WinPATSTM Lite Operation Category Icons/Functions ................ Function Icons ..................... Sites ................ Equipment ................ Test Results ................ Test Categories ................ Batches ................ Users ................ 26 26 27-29 30-31 32 32-36 37-38 39-40 CHAPTER 6 - Testing The First Test ­ Visual Inspection ........ 41 Other Tests ................. 42-45 CHAPTER 7 ­ Reports Fixed Reports Flexible Reports Custom Reports ................. 46-48 ................. 49-51 ................. 52 Chapter 2 ­ Quick Start Guide Quick Start Guide Chapter 3 - Installation Installing WinPATSTM ................ 13-16 ................. 12 CHAPTER 8 ­ FAQ's & Troubleshooting FAQ's Troubleshooting ................. 53 ................. 54 Chapter 4 ­ Getting Connected Getting Connected ................. 17 Chapter 5 ­WinPATSTM Lite Operation New Database Open Database Import Database Close Database Exit Database Backup Database Setting Up the Options General Options Tab RCD Tests Tab Barcodes Tab Printing Tab ................. ................. ................. ................. ................. ................. ................ .................... .................... .................... .................... 18 19 20 21 21 21 22-25 22-23 23 24 25 CHAPTER 9 ­ Additional Information Test Labels ................. WinPATS LiteBase Users ................. Optional Accessories ................. Other Relevant Authorities .............. 55 55 56 57 Page 3 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information WinPATSTM Features Introduction Apart from the responsibility of maintaining electrical appliances and equipment, on a regular basis most businesses are faced with the massive clerical workload of maintaining a reliable and accurate asset & electrical testing recording system. Once regular checks of all portable appliances have been completed, a comprehensive record system must be kept! This is where WinPATSTM software makes the task easy! WinPATSTM is a Windows-based portable appliance testing software package designed for desktop PCs and laptops. WinPATSTM CE is also available for use with Pocket PCs. These software packages are to be used in conjunction with a PAT tester, which physically tests the appliance, while WinPATSTM records the data safely and effortlessly! It is our recommendation that the portable appliance tester model/s; TnT, TnT-el or TnT+ are used in conjunction with WinPATSTM Lite as this software has been designed specifically for use with these PAT testers. Please go to www.wavecom.com.au for details of your nearest retailer or contact WinPATSTM Technical Support. Features WinPATSTM Lite · · · · · · · · · · · · · Asset register Equipment performance monitoring Automated test data uploading Workload forecasting and test scheduling Enhanced report and barcode capability Equipment history profile Powerful search facility Pass/Fail settings Merging data base test results from multiple downloads and devices Compliance Certificate print outs High security features allowing user controls and controlled access Overdue testing and maintenance Overseeing OH & S general testing requirements Mechanical equipment testing capability · Page 4 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information Manufacturers Notes Expectations It is expected by the manufacturer that the operator of this software is not only recognised as the "Competent Person" as described on page 7 but also has a minimum of medium to advanced computer skills. The Technical Support Team takes no responsibility for operators who do not have the required skills to operate a computer. If the operator does not have the skills & ability to operate a basic computer, this may affect the validity of the 30 Day Free Technical Support as well as any additional support packages purchased. This assessment will be at the manufacturers' discretion. Please contact WinPATSTM Technical Support for more information regarding assessment and the appropriate levels of computer skills. Notes on Functionality For WinPATSTM Lite Base users, some functionality has been disabled. These functions are available in WinPATSTM Lite. For more information regarding this please contact WinPATSTM Technical Support. WinPATSTM Technical Support: WinPATSTM Lite & Lite Base WinPATSTM CE (08) 8331 8892 International: (+61) 8 8331 8892 Email: winpats@wavecom.com.au Website: www.wavecom.com.au National: Page 5 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information Safety Warning PLEASE NOTE: The following information; Safety Warning, Competent Person and Disclaimer, refers specifically to the use of the Portable Appliance Testers (TnT, TnT-el & TnT+), that may be used in conjunction with this software, and does not refer to the software itself. This software in itself in no way poses a risk to the operator's safety. ! When using any electrical appliance SAFETY must always be observed. Testing appliances is no exception and in fact MORE care must be taken to ensure personal safety is met. Although the TnT range of appliance testing products has been designed to meet stringent requirements, no person can be completely protected against the consequences of the incorrect use of an electrical device. We advise that appliance testing should be conducted by a competent and suitably trained person. For maximum safety, always ensure that the following advice is followed: · · · · · · The equipment being tested is in good working order. All user instructions are followed. Double check power supply connections (LEDs) to the TnT appliance tester. Always use specified fuses and protection devices. Do not use leads that require repair or are damaged. If you are unsure, call a Licensed Engineer/Electrician. Page 6 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information Competent Person ! Regulations require that a `Competent Person' such as a Licensed Electrician be employed to perform all or any of the electrical tests that are mentioned in this operator's manual. This is to ensure that all devices under test are inspected, tested and tagged safely and correctly. A person competent to undertake Inspection and Testing of electrical equipment must therefore have: 1. Knowledge and practical experience of electricity and its hazards. 2. A clear understanding of precautions to avoid danger. 3. The ability to recognise, at all times, whether it is safe for work to continue or not. 4. The ability to carry out visual examinations of electrical equipment. 5. The ability to distinguish between electrical equipment that is double insulated and equipment that is earthed as well as being able to identify the appropriate test for each type. 6. The competency to safely carry out the Earthing Continuity, Insulation Resistance or Leakage Test and RCD tests on electrical equipment safely. 7. The knowledge of how to use the relevant testing instruments, interpret and record the results for compliance with the Standard/Workplace requirements. 8. The knowledge to be able to correctly recommend the frequency of testing required. Due to the potential hazards of electrical testing all care must be taken. Disclaimer & Limited Warranty LIMITED Warranty The Manufacturer warrants its products against defects in materials and workmanship for a period of 12 months from the date of purchase. During the warranty period, the manufacturer will repair (or at its option replace at no charge) the product that proves to be defective. This warranty does not apply if the product has been damaged by accident, abuse, misuse or miss-application or as a result of service or modification by anyone other than Electromate TnT. Electromate TnT product range of devices or its' manufacturer IS NOT RESPONSIBLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE BREACH OF ANY EXPRESS OR IMPLIED WARRANTY, INCLUDING DAMAGE TO PROPERTY AND TO THE EXTENT PERMITTED BY LAW, DAMAGES FOR PERSONAL INJURY. The Distributors of this product cannot assume liability or responsibility for any loss or damage resulting from the use of this device. Electromate TnT manufacturer reserves the right to discontinue models, change specification, price or design, at any time without notice or obligation. Page 7 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information System Requirements For the installation and use of the WinPATSTM Software PC BASED OPERATION Asset Testing Software: · WinPATSTM Lite, or · WinPATSTM Lite Base Equipment: · Portable Appliance Tester (PAT Tester) - either models TnT, TnT-el or TnT+ Other Items: · Serial Cable - if using any of the TnT models. · Dongle (RJ to serial) - if using the TnT and the TnT-el. · *USB to Serial Cable (Adaptor) - if no serial port is available on PC. System Requirements (Minimum Recommended): · PC or Laptop, with the following specifications; o Processor - Pentium 2, 600Mhz or higher o 75 MB of available hard disk space o 64 MB RAM o Microsoft Windows 2000 or XP o CD-Rom Drive o Available Serial Port, or o Available USB Port - with an installed USB to Serial Driver NOTES; If using a TnT (and/or TnT-el or TnT+) portable appliance tester and running Windows XP, you may be required to install a *USB TO SERIAL DRIVER. Please refer to the CD Installation Guide accompanying the USB to Serial Cable for instructions on installing the Driver, or seek advice from your Administrator. Page 8 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information Registering WinPATSTM Lite To ensure that you receive the full benefit of owning and operating WinPATSTM Lite software, the product must be registered with the manufacturer, Wavecom Instruments Pty Ltd. When you register WinPATSTM Lite you will receive 30 days of Introductory Support to use within 6 months, which will begin from your first contact with a Technical Support Representative. Once we know who you are you will also receive information about upgrades and new products as well as exceptional service & support. 1. To register WinPATSTM Lite Software you are required to provide the following information: a. Serial number of the software (4 digit number on the Installation CD) b. Contact name c. Company/Organisation name d. Address & phone & fax numbers e. Email address f. Date of purchase g. Software platform (ie. 2000, NT or XP etc.) h. Type of Business i. Number of employees in the company j. How you learnt about WinPATSTM software k. Where software was purchased 2. How? ¿ ¿ Ê ' s a. To register via Internet: Go to www.wavecom.com.au b. To register by Email: Please provide the above information and email to winpats@wavecom.com.au c. To register by Fax: Please complete Registration form accompanying product and fax to National: (08) 8331 3648 International: (+61) 8 8331 3648 d. To register by Phone: Please call Wavecom Instruments between 9am & 5pm CST Mon ­ Fri National: (08) 8331 8892 International: (+61) 8 8331 8892 e. To register by Postal Mail: Please complete Registration form accompanying product, place in an envelope and post to Wavecom Instruments 45 Charles Street Norwood, South Australia, 5067 NOTES: A hard copy of the Registration Form is included in the software packaging. A soft copy of the Registration Form is included on the WinPATSTM Installation CD. Page 9 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information The TnT Portable Appliance Tester Diagram Diag 2 RJ-12 69 Connection (TnT & TnT-el Models only) (A TnT Dongle is required for this connection) Display Test Function F1 Serial Connection (TnT+ models only) Test Function F2 On the underside of the TnT Test Function F3 These buttons are NOT IN USE & are reserved for future functions Return/Enter Button Supply Indicator Lights Power Lead IEC Socket Fuse (TnT-el & TnT+ models only) Device Under Test (DUT) Socket Please Note: There may be slight variances between models. Page 10 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 1 ­ Important Information WinPATSTM Code & Colour Guide Go To Menu Bar Click on [Help] [Code & Colour Guide] MAIN SCREEN (P) Pass (F) Fail Test Overdue (OOS, O) Out of Service (NTS) New to Service/Untested (R) Recalibration Required ­ BLACK ­ RED ­ BLUE ­ KAKHI ­ GREEN ­ GREY TEST DETAILS (P) Pass ­ GREEN (F) Fail ­ RED (S) Skip ­ GREY (A) Auto - Determines P or F Automatically Page 11 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 2 ­ Quick Start Guide QUICK START GUIDE STEP 1 INSTALL SOFTWARE WinPATSTM on PC or Laptop Refer to: Chapter 3 Installation Page 13-16 STEP 2 REGISTER WinPATSTM with Wavecom Instruments Chapter 1 Registering WinPATSTM Page 9 STEP 3 CONNECT TnT appliance tester to PC or Laptop Chapter 4 Getting Conne cted Page 17 WinPATSTM Program & New Database STEP 4 OPEN Chapter 5 WinPATSTM Lite Operation Page 18 STEP 5 CUSTOMISE Software to your requirements a. Set up Site/s b. Set up Location/s c. Add New Equipment d. Assign Test Categories to Equipment Chapter 5 WinPATSTM Lite Operation Pages 27, 28, 30 & 32 STEP 6 PERFORM Visual Test Other Tests Chapter 6 Testing Pages 41 & 42-45 NOTES: 1. For more detailed instructions for each step please refer to specific related chapter & page. 2. For WinPATS Lite Base users ­ `To Create a New File' is not a valid option. Go to [File>Open Database] and not [File>New Database]. See Troubleshooting Page 54. 3. It is expected that the operator will familiarise themselves with the software categories & functions. 4. Because of the nature of these tests it is a requirement of operation that the operator considers themselves as the `Competent Person' as outlined on page 7 . As such it is Page 12 expected that you will be familiar with which test/s are required as standard for which electrical appliance/s. of Innovative Instrumentthese standards, we advise that you consult "The Home If you are not aware of & Software Technology" an electrician before proceeding any further. www.wavecom.com.au Chapter 3 ­ Installation Installing WinPATSTM on PC 1. Insert WinPATSTM Lite Installation CD in to CD drive of computer. 2. Go to [My Computer] and open the WinPATSTM Lite Installation CD (by double clicking on the drive). 3. Open the WinPATSTM Lite Folder. 4. Double Click the file called [Setup] The following screens will appear & disappear during this process. 5. Click [Next >] 6. To install WinPATSTM Lite in to the default folder C:\Program Files \Wavecom\WinPATS Lite 2.0\ Click [Next >] To change the folder to which WinPATSTM Lite is installed Click [Change...] to browse and choose a different directory (Please note: It is advised that this option is used by advanced computer operators only. The instructions following are based on WinPATSTM Lite being installed in to the default folder). Page 13 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 3 ­ Installation Installing WinPATSTM Lite 7. To install WinPATSTM Lite Click [Install] To change Current Settings Click [Programs List. WinPATSTM Technical Support: WinPATSTM Lite & LiteBase WinPATSTM CE (08) 8331 8892 International: (+61) 8 8331 8892 Email: winpats@wavecom.com.au Website: www.wavecom.com.au National: Page 16 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 4 ­ Getting Connected CONNECTING YOUR PORTABLE APPLIANCE TESTER TO YOUR PC OR LAPTOP Using the TnT & TnT-el Appliance Tester/s Dongle Serial Cable USB to SERIAL CABLE + Appliance Being Tested Using the TnT+ Appliance Tester Serial Cable USB to SERIAL CABLE + Appliance Being Tested NOTES: 1. Ensure that the PC, TnT Appliance Tester as well as the appliance being tested are all connected before power is applied to the TnT appliance tester. 2. Check that the com port configuration in the WinPATS Software is correct [In File>Options] Page 17 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation New Database (This function is only Available in WinPATSTM Lite [not WinPATSTM Lite Base] ­ for more information see `Troubleshooting' on page 54 and/or see note below) 1. 2. 3. Double Click [WinPATSTM Lite Program Icon] Click [File] *Click [New Database] The following (or similar) box will appear. 4. 5. 6. Select a location for your new file in >Look in: (or leave default >Primary C:) Enter a name for the new database in >File name: Click [Open] A Password Login box will appear. Login a. First time login The following `Login' box will appear The default User ID is [ADMIN] and the default password is [password] Enter [ADMIN] as User ID (if not already there) Enter [password] as Password. Click [OK] At this stage you will be prompted for a new password (alphanumeric at least 7 characters long) Enter new password ........... Click [OK] A new File will open ready for data input and collection NOTES: 1. Each time you create a new database you will be required to login using the default User ID and Password, then you will be asked to change the password [Step 6a] 2. The Passwords are not case sensitive 3. Once the password has been changed from the default setting, the manufacturer or any reseller of this product is unable to unlock the new password. 4. *For WinPATS Lite Base users ­ `To Create a New File' is not a valid option. Go to [File>Open Database] and not [File>New Database] See Page 55 Page 18 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Open Database 1. 2. 3. 4. Double Click [WinPATSTM Lite Program Icon] Click [File] Click [Open Database] Click once on [Required File] 5. 6. Click [Open] Login b. Second & subsequent log on The following `Login' box will appear Enter your User ID Enter your Password Click [OK] The selected File will open ready for data input and collection. NOTES; Important Information!!! · WinPATS Lite will remember the four most recently used databases, and you can open them quickly at the bottom of the File menu. · Each time you create a new database you will be required to login using the default User ID and Password, then you will be asked to change the user ID and password. Page 19 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Import Database If you have an existing WinPATSTM database and you wish to import it: Click on [File>Merge/Import Database] Select the existing database. Click [Open] You can use this method to combine several old databases into one. If you experience problems during or after importing an old database contact Technical Support for advice. If you import a database you may need to convert old Test Categories, if you are using a TnT(+) and are importing from WinPATS V1.87. If you do NOT import a database you must `Add A Site' WinPATSTM Technical Support: WinPATS Lite & Lite Base WinPATS CE (08) 8331 8892 International: (+61) 8 8331 8892 Email: winpats@wavecom.com.au Website: www.wavecom.com.au National: Page 20 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Close Database To close an open database go to the File menu Click [Close Database] Exit Database To exit a database Click File Exit or X Backup Database To backup a database go to the File menu Click [Backup Database] Backup database Screen will appear Select location of and File name of Back Up Database and Click [Save] Page 21 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Setting up the Options Some options will need to be setup prior to using WinPATSTM Lite or WinPATSTM Lite Base. To open the Options Menu go to the File menu Click [Options] General Options Tab 1. Allow Intermediate Tests An intermediate test is the same as a normal test but it doesn't affect when the equipment is due for testing next. For example, if a fridge is due for testing in 3 weeks and an intermediate test is performed on it, a test will still be due it three weeks. 2. Logging Interval For Power Test By using the TNT_LOG_POW_TST Test Category a TnT+ can perform a Power Test for an indefinite period and the readings can be recorded in a log file, at the interval specified. If the test is long the interval should be greater or the log file could become massive. The log file can then be analysed and graphed by such programs as Excel. 3. TnT Com Port/s The Com Port number that will be dedicated for use by the TnT portable appliance tester should be input here. Check which Com port the appliance tester will be using and input the correct Com Port number in the specified box (you may need to verify this through your control panel>system>hardware>device manager window). It is recommended that the portable appliance tester uses the same com port each time. 4. Default Test Status You can choose which code to use as the default test status. Leave blank if in doubt. 5. Link Description to test Categories Tick this box if you would prefer the Description of an item to be linked to the test categories. Page 22 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Setting up the Options General Options Tab 6. Graphic for Reports This option allows the user to select an image (ie company logo) to be used in the reports. Default is no image. 7. Control Panel This button opens your system Control Panel for easy access. 8. Restore Grid Defaults This restores all grid columns to the default setting. RCD Tests Tab (These options apply to the TnT+ when performing RCD Tests) 1. Perform Button Test Enable this option if a Button Test is applicable, otherwise disable it. 2. Current The default setting for this option is 10mA. Only change this if you are considered as being a competent person, otherwise consult an electrician before proceeding with this option. 3. Multiplier The default setting for this option is 1. Only change this if you are considered as being a competent person, otherwise consult an electrician before proceeding with this option. 4. Phase The default setting for this option is 0 Deg. Only change this if you are considered as being a competent person, otherwise consult an electrician before proceeding with this option. 5. Type The default setting for this option is II (300 mS). Only change this if you are considered as being a competent person, otherwise consult an electrician before proceeding with this option. Page 23 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Setting up the Options Barcodes Tab 1. Digits The default setting for this option is 6. This setting determines the standard barcode length for all equipment in the database. Enter this figure accurately. (Please note that zeros are significant in WinPATSTM Lite. ie Barcode `000111' is different from barcode `111'). 2. Auto Adjust Tick this box to turn on auto adjust barcodes. This option must be used with care. Auto Adjust uses the Digits setting to either shorten an entered barcode if too long, or lengthen a barcode if it is too short. For example, if the Digits setting is 6 and `1234' is entered, it will be adjusted to `001234'. On the other hand if `1234567' it will be shortened to `234567'. The change is always made on the left side. When would be it advisable to turn Auto Adjust on? If a barcode reader is not present and barcodes need to be entered by hand, Auto Adjust may save time by avoiding entering zeros. If any new equipment already has a barcode/s of various lengths, and it is preferred that all barcode lengths are standard it is recommended that new labels are printed off immediately after standardising the barcode, otherwise Auto Adjust will have to be on every time you scan that equipment. Using Auto Adjust may present problems if your database contains equipment that have a variety of barcode lengths. It is recommended that all equipment have a standard barcode length. 3. Auto Generate for New Equip Tick this box to turn on auto generate barcodes for new equipment. This option will automatically generate a barcode for new equipment. If you add multiple equipment at a time Auto Generate is activated automatically. These barcodes are sequentially generated. 4. Scan By Choose which method you would prefer. 5. Leakage Test Duration Choose your preferred test duration and then click [Assign Duration] 6. Earth Bond Current (Only available on TnT 3PL Only) Choose your preferred earth bond current setting and then click [Assign Current] Page 24 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Setting up the Options Printing Tab 1. Printer On Choose which port your printer is connected to your PC by. 2. Label Format File To print from WinPATSTM Lite a Label Format File is required and you must enter its location. It is possible to have several and, as required, change which is being used. Contact Wavecom about designing a custom Label or printing on your existing labels. 3. Print new to Service Tags Tick this box to print new to service tags. 4. Store on SD Card This option is only available with a SD Card with WinPATS CE installed on it. 5. Send to Pocket PC This option is only available for use with a PDA or Pocket PC. NOTES: 1. If you have a Zebra printer, all label printing can be preformed by WinPATS Lite. Simply choose either the serial or printer port your Zebra printer is connected to. Also, you need a Label Format File. 2. WinPATS Lite has been designed to use Zebra Label Printers. Page 25 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Category Icons/Functions Equipment Inventory Batches Test Results Filters Test Categories Users Sites These 7 category icons enable the operator to setup categories and information bases specific to each menu title. FUNCTION ICONS ­ Add & Delete Buttons ADD Information DELETE Information These function icons enable the operator to ADD and/or DELETE any item within all of the above CATEGORIES. How to use these functions - Examples (LH Top of Screen) To Add a new piece of equipment for testing + = Page 26 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Sites Sites BEFORE STARTING: It is necessary for Sites (& Locations) to be set up before any other information in WinPATSTM Lite can be input. A Site is considered as being a `place' or `area'. A unique site name identifies a specific building, place or property. It doesn't matter whether it is a 20 storey building or a 1 room office. What is important to remember is that the `Site' name is unique to one `place' only. It can be identified by its' physical location ie. its' street address, or suburb etc. to avoid confusion if there is more than one location being tested. A Location is an area within a Site. For example. `Charlie's Office' is a Location within a Site called `BMP Production'. "Reception' may be another Location within this same Site `BMP Production'. It is expected that there will be multiple `Locations' within one `Site". 1. To Add a New Site Click = The Site Details screen will appear (see following) a. Tab 1 - CONTACT DETAILS Enter a unique name in the `Site' box Type In [Address, Contact, Ph No 1, Ph No 2, Fax No & Email] Click on [Tab 2 - LOCATIONS] b. Tab 2 - LOCATIONS i. To Add a New Location Click to add new locations (within the `Site Details' box) A `New Locations' box will open. (see digram) Enter a unique location name in `New Location' box Page 27 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Sites c. Tab 2 - LOCATIONS i. To Add a New Location Click [Add to List] Keep adding `New Location' names as required. If a mistake has been made highlight the error and Click [Remove] Once [OK] has been clicked, location names cannot be removed. When all location names are correct and have been added to the list Click [OK] Click on [Tab 3 - COMMENTS] if you need to record any extra information. ii. If a required Location is not available Add a new location (see instructions above). iii. To Assign a Location Highlight the required location from the `Available Locations' list. Click Double clicking a Location will also assign it. iv. To Edit a Location Highlight the required location from the `Available Locations' list. Click [Edit Location] Type in [New Location] name Click [OK] This will change the location name throughout the entire database. v. Button Functions i. To transfer selected location names from the `Available Locations' list to the `Assigned Locations' list Click ii. To transfer selected location names from the `Assigned Locations' list to the `Available Locations' list Click iii. To transfer all location names from the `Assigned Locations' list to the `Available Locations' list Click iv. To add New Location/s Click Page 28 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Sites d. Tab 3 - COMMENTS Use this tab to record any extra information if required. Once all information has been added to all fields as required Click [OK] again. The site will now be added to the Site list in your New Database. NOTES: 1. There must be at least one Site setup for WinPATS Lite to function normally. 2. Location/s within the Site Details must be added to be able to continue with any tests. 3. Locations required must be in the `Assigned Locations' list and not the `Available Locations' to be available when adding equipment. 4. In the Locations list, you can select multiple locations by holding down `Ctrl' and selecting the required location/s. Selected Locations will be highlighted in dark blue. 5. On the locations tab, all typing will be recorded in capitals. (this is not the case in some of the other tabs/boxes). 6. Double clicking a location in the `Location Name' list will transfer it to the `Assigned Locations' list. Page 29 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Operation Equipment Equipment Inventory To Add Equipment A single piece of equipment, with an existing barcode 1. 2. Click [Equipment] Click [Add] The following screen will appear. 3. Fill in all required information into each tab section of the `Site Details' Box including the following: i. Tab 1 GENERAL (see diagram above) A. Type In [Site, Location, Description, Make Model, Serial No, Asset No, Frequency] 4. Scan or enter the barcode (If entering by hand, hit Enter when done) If the barcode is not being used by anything else, you will be asked if you want to add equipment Click Yes If the question does not appear, equipment will be listed that uses the entered barcode. Inspect the list. If you are sure the equipment is still new: Click Add (+) on the toolbar. The New Equipment screen will appear Enter the equipment details on the General tab The Test Due Date will default to the current date, unless otherwise adjusted. Click on the Testing tab Set the Testing Frequency Barcode numbers may be entered by a Barcode Scanner. This is an optional accessory. Please consult manufacturer for further details. Page 30 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Equipment Choose test/s to be done for each piece of equipment. View the Available Test Categories on the right and click the ones to assign. By holding down the Ctrl button you can select many. Selected Test Categories will turn dark blue. Click the Assign (<) button. Double clicking a Test Category will also assign it. If you make a mistake: Select the Assigned Test Category from the list and click Remove (>). To assign the same Test Category more than once: Repeat the process above For example a power board may require each power point tested with same Test Category. Click Add, then OK To add single or multiple equipment and generate barcodes automatically: · · · Turn on the Auto Generate option (if not already on) in the WinPATS Lite option screen. Click Equipment on the main screen toolbar. Click Add (+) on the toolbar. If you intend to print labels for all added equipment: · Tick the Print When Done box. If you do not see the box, go to options and set the printer port and Label Format File. (See Options Explained) · Enter details and assign Test Categories as you would normally. (See Above) To add multiple equipment all at once: · Click the Multiple option · Enter the number to add Please note that all details entered will apply to all equipment. You can only use Multiple Add for equipment that is the same in every way, apart from barcode. Serial No. and Asset No. only apply when adding single equipment. · · · Click Add Change the equipment details, then repeat the process for instances of single or multiple equipment Click OK NOTES: 1. For more information regarding Testing Categories, please refer to WinPATSTM Lite Operation ­ Test Categories page 36. Page 31 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Test Results Test Results This is an on screen reference of tests already undertaken. Test Categories Before you can start testing, Test categories and assignment of equipment needs to be set up in your WinPATSTM Lite program. 1.Test Categories 2.Types of Test (per similar item) Test Categories A Test Category is a list of practical tests ( or Test Types) to be performed on equipment, and the associated Upper and Lower Limits. Former WinPATSTM users may have known them as Equipment Types. WinPATSTM Lite provides some in-built Test Categories specifically for operating TnT(+) units only. Page 32 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Test Categories In Built Test Categories TNT_CL1 Manual Trigger on TNT(+) F1 key Description Class one Earth bond & Insulation Test @500Vdc (default) Class one Earth bond & Insulation Test @250Vdc. TNT_CL1_SRG TNT_CL2 TNT_CL2_SRG TNT_EXTLEAD TNT_LEAKAGE F2 key Insulation Test only @500Vdc (default) Insulation Test only @250Vdc Earth bond, Insulation & Polarity tests. Caution!! Applies power to DUT. Measures leakage current of DUT whilst in operation. Caution!! Applies power to DUT. Measures Volts, current, PF, Watts, VA, of DUT whilst in operation. This function is for PDA or PC only as it logs power parameters of DUT whilst in operation for as long as log command is active. (TnT+ RV2.2 up) Ramp current test in RCD mode. Caution!! Applies leakage current and will cause circuits to trip. Trip current test in RCD mode. Caution!! Applies leakage current and will cause circuits to trip. F3 key 2nd Menu F2 key TNT_POWER_TEST 2nd menu F1 key TnT+ only TNT_LOG_POW_TST Software support only TNT_RCD_CUR_RMP TNT_RCD_TRIP_TM *TnT+ ONLY RCD menu F1 key RCD menu F2 key Additional custom Test Categories can be created, but they can not control a TNT(+). Also custom Test Types can be appended to in built Test Categories. Adding a Test Category · · Click Test Categories on the main screen toolbar. Click Add (+) on the toolbar (on the right). The Test Category Details screen will appear. · Enter a unique name for the new Test Category. Page 33 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Test Categories · View the Available Test Types on the right and click the ones to assign. By holding down the Ctrl button you can select many. Selected Test Types will turn dark blue. If a Test Type you require is not Available, or the name is correct but the unit of measure is wrong you will need to add more Test Types. · Click Add (+) button. The Test Types screen will appear. · · Enter a name for the new Test Type (e.g. Visual) Select the appropriate UOM (Unit of Measure) from the right. If you do not see the UOM (Unit of Measure) you want in the drop-down list: · Enter a new one. · Click Add to List when you are done. Repeat this process for as many Test Types you wish to add. Several Test Types can have the same name but their UOM (Unit of Measure) must differ. If you make a mistake: · Select the Test Type from the list and click Remove. · Click OK when all new Test Types have been added. When you return, the new Test Types will be automatically assigned to the new Test Category. To assigned the Test Types selected on the right: · Click the Assign (<) button. Double clicking a Test Type will also assign it. The order of the Assigned Test Types are also the order the tests will be performed. To change the order of Test Types: · Select single or multiple Test Type(s) · Click the Move Up (^)or Move Down (v) button as needed · Click OK when done. The new Test Category will appear with the other Test Categories and can be assigned to equipment. Page 34 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Test Categories Converting Old Test Categories If you are going to use a TnT(+) to test equipment when you formerly didn't you may need to migrate to TnT Test Categories. For example perhaps you used to use an Equipment Type called CLASS1 but now you will be using a TnT(+) for testing. To convert a Test Category: · Click Test Categories on the main screen toolbar. · Double click the old Test Category (e.g. CLASS1) The Test Category Details screen will appear. · Tick the Migrate to Another box and then select the TnT Test Category (e.g. TNT_CL1) · Click OK · Click Yes to the confirmation message All equipment formerly tested otherwise will now be tested by TnT(+). To delete the old Test Category, if desired: · Simply select the Test Category (e.g. CLASS1) · Click Delete on the main screen toolbar. OR · Right click the old Test Category and choose Delete. The test categories provide by this program are designed specifically for the TnT &TnT+ units only. Additional test categories can be created but they can not be control types for test equipment. Test Created type codes can be developed for inspection programs and checking procedures when used with PDA's or PC/Laptops. Eg. Exit Lighting tests, Anaesthetic Equipment maintenance and inspection. Page 35 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Operation Test Categories To Setup Tests To set up procedures of testing and controlling a TnT or TnT+ appliance tester, select the Testing Tab on the equipment details screen Select the frequency of test from the drop down number and units box. (For more information regarding Equipment setup, please refer to WinPATSTM Lite Operation ­ Equipment pg 30-31). Select from the available test Categories box the required test for the DUT (Device Under Test). This can done by clicking on the desired test type then clicking the Arrow button. Sequential testing can be created by taking across multiple test types by clicking on desired test type press & hold CTRL key down then continue to select require tests types. The tool bar at the top indicates the Barcode number of the (Device Under Test). If the test type required is not on the list, further test types can be created from the test categories menu. A safety interlock for Item using a specific test type is in place. If test type is no longer in use this Safety catch would not be displayed and the test type would be deleted. Click [OK] when completed. Page 36 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Operation Batches Batches (For specific use with a PDA/Pocket PC ­ but can be used with a PC) Batches are a powerful tool for delegating work to someone else. A batch database is a child database that belongs to the parent database that made it. Administrators selectively can decide how much a Batch inherits from its parent. Batches are sent away and eventually came back and are `Restored.' When Batches are restored, the parent database will add to itself anything new in the Batch ­ Sites, Test Categories, Equipment and Tests but not Users. Assigning a Batch · · Click Batches on the main screen toolbar. Click Add (+) on the toolbar (on the right) The Batch Assignment screen will appear. · · Choose an existing User to be the Batch Administrator. Choose the appropriate Platform For PC platform the Batch Administrator will have a similar job and rights as an Administrator on the parent database. They can add Users, for example, to the Batch database. The Batch Administrator will also be the first required User ID for logging on to the Batch. The password will be [Password] and the Administrator will be required to change it. For Pocket PC platform the Batch Administrator will be the User of the Pocket PC. · Double click any Available Sites to assign them to the Batch Assigning a Site to a Batch means that the Batch will inherit any Locations, Equipment (and tests for PC platform) in that Site. It is better to assign required Sites only, particularly for the Pocket PC platform. It is not mandatory to assign any Sites. All Batches will automatically inherit all Test Categories. A filter must be created before a batch can be assigned (for help regarding this please contact Technical Support). · Select the date the Batch is due back NOTES: 1. A filter must be created before a batch can be assigned. Page 37 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Operation Batches If you are assigning a Batch to Pocket PC: · Ensure the Pocket PC is connected to the Computer · And the Active Sync icon is green · Click OK If you are assigning a Batch to PC · Select a file location and enter a name for the new Batch database. · Click Open. It is strongly suggested you create a `Batches Out' folder to put all created Batches, and that you give each Batch a unique and meaningful name. Then give a copy of the Batch database to whoever requires it. DO NOT give out multiple copies of the same Batch database, make another Batch instead. Also create a `Batches In' folder to put Batches in when returned. It is important to keep Batches `Out' and `In' separate because they will likely have the same file name. After Batch is assigned, you will be asked to wait. Depending on the speed of your computer, the size of the database, and the speed of connection to the Pocket PC, you will be waiting from a few seconds to a minute. Restoring a Batch To restore a Batch from Pocket PC: · Ensure the Pocket PC is connected to the Computer. · And the Active Sync icon is green. · Click Batches on the main screen toolbar. · Right click the row. · Choose Restore. Wait. To restore a Batch database: · Copy the Batch database onto the Computer (recommended into a `Batches In' folder). · Click Batches on the main screen toolbar. · Right click the row. · · · Choose Restore. Go to the Batch database's location. Click Open. Wait. Page 38 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Operation Users Users USER Levels WinPATSTM Lite has two levels of users, Administrators and Testers. The following rules apply. Administrators can do anything, except: · Delete or change in built Test Categories. · Delete or lock out the last Administrator. · Delete Test Categories in use. Testers have limitations. They can · Create Equipment · Create Sites · Create Test Categories · Perform and View any Test · Edit any Equipment Testers CAN NOT · Merge/Import · View or Manage Users · View or Manage Batches · Delete anything they didn't create After 30 days ADMIN will gain ownership of any categories etc. created by a Tester. Page 39 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 5 ­ WinPATSTM Lite Operation Users Adding a User · · Click on Users on the main screen toolbar Click Add (+) on the toolbar (on the right) The User Details screen will appear. · Enter a unique name for the new User · Select a Group · Enter details Setting the Group to (None) will lock the user out of the system until changed by an Administrator. · Click OK when done The new user will appear with the other users and can now log onto the current database. When the new user logs on for the first time they will have [Password] as their password, and will be prompted to enter a new personal password WinPATSTM Lite has 2 levels of user. Main Administration level and a Testers level. The Administrator level has the right, at all times, to add and delete items or test types etc. The Phone and e-mail details are for easy contact reference. Page 40 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 6 ­ Testing The First Test ­ Visual Inspection Once the software has been set up to your specific requirements, you can begin testing portable appliances. THIS TEST IS TO OCCUR BEFORE ANY OTHER TEST IS CARRIED OUT USING ANY OF THE RANGE OF TnT APPLIANCE TESTERS. In regard to the Device Under Test (DUT) please ensure that: 1. There is no damage or component defects to the accessories, plugs, outlet sockets or connectors (physical). 2. There are no cracks &/or abrasions. 3. There are no exposed inner cores or conductors (flexible) and that the supply cords are not twisted or distorted. 4. Any Fuse / Overload protection components (if fitted) are checked. 5. All labels, markings and warning indicators (of the maximum load to be connected to the device) are legible and intact. 6. The insulation is not damaged in any way i.e. melted, cuts or abrasions. There are no iron filings in the insulation. There is no ins ulation tape on the lead. 7. Any flexible cords and/or leads are effectively anchored (glands and grommets intact). 8. All covers/guard are in place and secure as intended by the supplier/manufacturer. 9. All safety devices and systems are in good working order. (ie. overload latches & buttons). 10. No dust &/or dirt obstructs any exhausts or ventilation outlets. 11. All controls are working properly and are secure and aligned. Important: IF RESULT IS A FAIL If a Device Under Test (DUT) fails any of the above, it should be deemed to have FAILED the Visual Test, and therefore no other tests need be performed. If this is the case the DUT should be tagged with a danger tag and removed from service. It is recommended by the manufacturer and distributor of this product that if a DUT has failed a test it SHOULD NOT BE RETURNED TO SERVICE. To do so would be considered unsafe. Page 41 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 6 ­ Testing Other Tests To Start Testing Scan in barcode or In the `Barcode to SEARCH' box enter the barcode number via the keyboard and Press [Enter] This will bring up the specific `Equipment details' screen for that barcode. To perform test Click [Perform Test] Testing will begin automatically. Please follow the instructions on screen, starting with the `Visual Test'. The test procedure will run through all tests for this item that have been previously assigned during the set up process (this information depends on which test/s have been assigned to this item during the initial equipment set up). If the barcode you have entered is not already in the database you will be asked if you would like to `Add Equipment'. To enter new equipment into database Click [Yes] This will bring up the specific `Equipment details' screen with a new barcode number. (Please refer to the chapter on `Equipment' for help in setting up this equipment so that it is ready for testing). Page 42 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 6 ­ Testing Other Tests Once the "ok" button is pressed the program looks for a connected TnT tester. If one is not found the following dialog box appears. This could be due to incorrectly configured ports see File Options for further details. If the program detects a TnT tester the following dialog box appears. Displaying the test type about to be performed on the selected appliance the program requires a Visual Inspection to be made on the DUT (Device Under Test). If "yes" is selected the appliance tester will begin its selected test type. Record the result of the Visual Inspection. Page 43 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 6 ­ Testing Other Tests Should the DUT (DEVICE UNDER TEST) have several test types the "Next" button is displayed on the screen. If only one test type is allocated to the DUT (DEVICE UNDER TEST) then the "Next" & "Skip" keys are not displayed. The "Skip" key moves the test to the next test type in the list of tests set up for that particular DUT (DEVICE UNDER TEST). Eg. A vacuum cleaner with a portable RCD device attached to its power lead may require the following list of tests. If only a function test is required, the first test may be skipped if it is not required at the time of the test as part of the repair process. If an emergency stop is required click on the Stop button or just hit the esc key on your keyboard. This will disable the test in progress. For TnT-el & TnT+ te sters ONLY This is a safety warning indicator. Should the yes button be pressed the program will control the TnT+ tester and apply power to the DUT (DEVICE UNDER TEST). CAUTION This test turns the appliance on and can cause an accident or injury if safety precautions are not taken. WARNING: THE FOLLOWING COMMAND WILL APPLY MAIN VOLTAGE TO THE DUT (DEVICE UNDER TEST) AND CAUSE IT TO OPERATE. ENSURE DUT IS SAFE FROM CAUSING ANY ACCIDENT. Page 44 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 6 ­ Testing Other Tests This following indicator will appear if the DUT (DEVICE UNDER TEST) has failed one of the test parameters, the user has the option to continue and save or go on to next test function if there are multiple tests. The results will be stored as a failed test result, or retry the test as it may have been a testing error. Page 45 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 7 ­ Reports Fixed, Flexible & Custom Reports WinPATSTM Lite currently supports three kinds of reports; i. Fixed reports are standard reports with fields and formats fixed. ii. iii. Flexible reports allow the user to select fields and adjust the width of each individual field. Custom reports allow the customisation of format, the inclusion of logo(s) and various user specific information. Fixed Reports Fixed reports show the same data as shown on screen. The `On Screen' data is determined by the Main Grid filter. To report on one Site, you can create and activate a filter for the Site. However, there are exceptions. Certificates of Compliance requires it's own filter. Please Note: Site, Location & User Reports do not use filters. Site & Location Reports This report lists all Sites and associated Locations. Identical location e.g. Workshop can be associated with different sites and all valid Sites & Locations are shown. Each site is listed on a separate page. The User can select a particular Site by printing or exporting the relevant pages of the report. The default format is A4 portrait. Example of report as show in report viewer. SITE NAME Page 46 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 7 ­ Reports Fixed Reports Equipment Summary Reports This report shows selected fields from the Main grid display. The default format is A4 portrait. Equipment Test Detailed Report Page 47 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 7 ­ Reports Fixed Reports Users Reports This report lists all Users that have been entered into the database, including contact details. Certificate of Compliance Report The Certificate of Compliance can be produced for a ny Site. When invoked the form allows for customisation of certain parts of the certificate. All fields can be modified by a User. The page margins are quite large to allow for printing on special paper with a frame or to be framed after printing. Page 48 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 7 ­ Reports Flexible Reports This facility allows Users to choose most of the fields from the main grid and adjust width of fields as needed. Reports are created by the user and stored in Report folder under the main WinPATSTM Lite folder. When installed, WinPATSTM Lite is provided with several examples of flexible reports. The reports can be modified or deleted if not needed. User selected data can also be exported into CSV (comma separated values) file. Creating a new Flexible report. When invoked the form shows a list of already configured reports. To create a new one enter a name into Select Report Layout e.g. "New Report" and Click Load/Create Layout button. The list of all available fields is displayed. Site and Location fields are not optional fields and are always present. Page 49 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au Chapter 7 ­ Reports Flexible Reports To include fields in the report move fields from the left list into the right list by double clicking or selecting and using button with > sign. The position of a field in a page can be moved by selecting a field and moving Up or Down by clicking on buttons Up and Down. Page 50 "The Home of Innovative Instrument & Software Technology" www.wavecom.com.au