FAQ's
How To Move An Asset From One Location To Another
There may be times when you need to move a Asset from one location to another, PATorganiser makes this process extremely simple. In the Organiser view select the Asset you want to move the Location from and in the Right Hand pane select 'Edit Asset' ...
Manually adding or editing notes for a Test
You can manually add/edit notes on a test which is useful when you need to record something, usually an anomaly, that you encountered. PATorganiser also has modules for capturing repairs and quarantining assets as well if you require. Also worth ...
Downloading from a Tester using a USB-PC Cable
This guide will take you through the steps to download your data from your tester into the PATorganiser software Turn on your PAT Tester 1. Go to the menu/options 2. Select Download to 'USB-PC Cable' 5. Add or alter the filename in the 'Filename' ...
How to change data import settings in PATorganiser
There are 3 options to import data into PATorganiser, and these methods can be changed by going into Settings > Data in the app. Data Import Options The options for importing data are: Unique Asset IDs Site/Location/Asset ID Matching Track for Future ...
How to Download from the Seaward Apollo Primetest Elite to PATorganiser
How to download from the Seaward Apollo Primetest Elite using Bluetooth, USB to PC cable or memory stick to your Android/Windows Device. Turn on your Apollo PAT Tester In the download menu select To PATorganiser in the Download from PrimeTest Elite ...
Setting Re-Test Periods
In scenarios where you have imported your assets but do not yet have re-test periods, PATorganiser providers editing interfaces for setting this. This guide will show selecting a series of assets and applying a re-test period as a bulk change. Why ...
How do I reset my password?
Go to the PATorganiser website and go to 'login' Then click 'reset password' Then enter your email and you will be sent a password reset link
Administering data lists
This feature provides the ability to administer a series of dropdown lists in PATorganiser including Asset Class, Test Type and Test Type Result dropdown lists. To access and manage the lists: Select 'Settings' from the user menu Click the 'Lists' ...
How do I update my PATorganiser subscription?
There are a couple of ways to update or modify your subscription for PATorganiser: Updating your subscription within the PATorganiser app Log into PATorganiser and click on your name in the top right corner of the screen and click 'Subscription' ...
How to add a new user in PATorganiser
Before you can add a new user in the PATorganiser app you'll need to update the number of users in your subscription. How to update my subscription in PATorganiser. Once you have updated your subscription plan: Click on Users And select an existing ...
How do I delete a client?
To delete a client from PATorganiser: Click on the 'Organiser' view Select the 'Client' you wish to delete Select 'Edit Client' Click 'Delete'
Am I able to download a copy of my data?
Yes, PATorganiser makes it very simple for you to download to your computer all of your important data in excel format, its as simple as… Select “Export Data” from the “More” drop down list Simply select the data sets you want to download Select ...
Can I use PATorganiser on a Mac Device?
Yes you can use PATorganiser on any Mac device (given an internet connection is available) but you will not be able to utilise any BlueTooth connectivity to download test results through the PATconnect utility unless you are running Parallels Desktop ...
What Are The System Requirements To Run PATorganiser?
PATorganiser will run on the following internet browsers: Google Chrome Mozilla Firefox Microsoft Edge PATorganiser Connect for downloadable testers is designed to run on: Windows 7, 8 or 10 (Apple Mac running Parallels software, www.parallels.com)
How To Move A Location From One Site To Another
There may be times when you need to move a Location and its data from one site to another, PATorganiser makes this process extremely simple. In the Organiser view select the Site you want to move the Location from and in the Left Hand pane select the ...
What if I get an “External Protocol Request” message?
Many people assume this is an error in the system. It’s not. This is Google trying to be helpful and letting you know that some action from the browser is trying to open another application – whether it be a specific action that you wanted to take or ...
How To Add A New Bluetooth Device To My Computer – Windows 7
Set up Bluetooth (PrimeTest 300 Example) Make sure you’re using an approved Belkin adapter or an inbuilt laptop Bluetooth adapter. If using a Bluetooth adapter plug in the Bluetooth adapter into the USB port Let the device install software (automatic ...
Can I delete or disable a user in PATorganiser?
Instead of 'deleting' users you 'enable' or 'disable' them in PATorganiser. You do this by going to 'settings' in the dropdown menu next to your name in the top right corner of the app. Highlighting the user you want to disable Clicking the 'edit' ...
“I have more questions”
Free friendly support served fresh locally. Lodge a ticket through the web application and be guaranteed our local support team will respond quickly and work hard to resolve any issue. You can also email us at support@patorganiser.com.au for ...
Can I Cancel my subscription at any time?
PATorganiser is a subscription based product. When you cancel your subscription, you will be able to finish out your paid term, but your account will not auto-renew. For example, let’s say you have a Monthly subscription and your purchased it on ...
Is my data safe?
The PATorganiser system is hosted on Azure which draws on Microsoft’s decades-long experience building enterprise software and running some of the largest online services in the world. The PATorganiser database is backed up every 1 minute and you can ...
What types of payment do you accept?
We except all major Credit Cards., if you don’t wish to use a credit card we can provide you with a tax invoice for direct payment into our bank account (for Annual and Biennial subscriptions only).
Do I have to sign a long-term contract?
You can sign up on a month to month basis, or receive discounted pricing for a yearly subscription. Speak with us for other options.
Can I add or delete Users at any time?
Yes. Click on the links below to see how. Adding a User Deleting or disabling a User
What happens after my free trial?
Before the end of your 14 Day Free Trial we will be sending you a reminder to sign up along with Tips & Guides to help you. All the data you have entered will be saved and you can continue to use PATorganiser.
How does a free trial work?
We want you to experience first-hand just how powerful PATorganiser is. For 14 Days you will be experiencing the Full, Non-Restricted version of PATorganiser
How to export & import client data to another PATorganiser account.
PATorganiser can export multiple or single Client data files to another instance of PATorganiser, this is particularly useful when sub-contracting work to another PAT service provider. Select More from the main menu Select Export Data Select Export ...
Is my personal and business information secure?
The PATorganiser system is hosted on Azure which draws on Microsoft’s decades-long experience building enterprise software and running some of the largest online services in the world. The PATorganiser database is backed up every 1 minute and you can ...
Do PATorganiser's reports comply with HSE reporting requirements?
PATorganiser's detailed reporting capability very much conforms to HSE portable appliance testing guidelines pertaining to the Health and Safety at Work Act of 1974, Electricity at Work Regulations of 1989, Provision and Use of Work Equipment ...
Do PATorganiser's reports comply with AS/NZS 3760 reporting requirements?
The test and tag regulations Australia are outlined in the standard AS/NZS 3760. The reporting requirements are met using the 'detailed report' in the PATorganiser software. The inspection needs to be carried out by a 'competent person' who has ...
How do I edit an existing asset repair?
In this article we will learn how to edit and existing asset repair, this may be useful for adding additional information such as repair/material costs or further action comments. Select the Asset Repair you wish to edit or amend. Click on Edit ...
How to delete an existing Site
In the Organiser, select the Client whose Site you wish to delete Select the Site you wish to delete Click on Delete Site
How do I email multiple files?
PATorganiser has created a test and tag report template for you to email to your clients. You can use the email function to email your reports and invoices from within the program. All you need to do is follow the steps outlined below to attach your ...
How To Add A New Bluetooth Device To My Computer – Windows 8 and 8.1
Windows 8 and 8.1 Blue Tooth Set Up Set up Bluetooth using a PrimeTest 300 as an Example Make sure you’re using an approved Belkin adapter or an inbuilt laptop Bluetooth adapter. If using a Bluetooth adapter plug in the Bluetooth adapter into the USB ...
How to add a "Custom" Test Type using a Manual Entry
In PATorganiser you are able to manually select predefined tests or easily add custom tests. In this guide we show you how to add a custom test using the "Manual Entry" option. Entering a Custom Test in the Manual Entry Mode In the main menu menu ...
How To Add A New Bluetooth Device To My Computer - Windows 10
Set up Bluetooth (PrimeTest 300 Example) Make sure you’re using an approved Belkin adapter or an inbuilt laptop Bluetooth adapter. If using a Bluetooth adapter plug in the Bluetooth adapter into the USB port Let the device install software (automatic ...
The date filter explained
View and edit only the clients and sites you wish to view by using our unique date filter, PATorganiser allows you to filter your assets by, 1 Week, 2 Weeks, 1 Month, 6 Months, 1 Year, 5 Years, 10 Years, Show all and custom date range, giving you ...
The "Unknown Client" and how to move a site from an unknown client in PATorganiser
What is an Unknown Client? In this article we will learn about the concept of the "Unknown Client" and its role in organizing data within PATorganiser and how and why we may move data from the "Unknown Client" to parent Clients and Sites. Why you may ...
How to Add an Asset, Manual Test, Fail the Asset, Create a Repair Report and Re-test the Asset as a Pass.
Select the Manual Entry option from the Menu bar Select an existing Client form the drop-down list or create a new Client. Select a Site from the drop-down list or create a new Site Select a Location from the drop-down list or create a new Location ...
How do I create an Invoice?
PATorganiser's built in invoicing system allows you the flexibility to produce professional looking invoices which can then be emailed in a wide variety of file formats. Add your own logo, payment terms and default settings for time saving and that ...
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