Elmhurst Evidence User Manual

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Elmhurst Evidence User ManualReproduction of this document in whole or in part is forbidden without the consent of:Elmhurst Energy Systems Ltd16 St John’s Business ParkLutterworthLeicestershireLE17 4HBIM56 Evidence User Manual v5 August 2016Page 1 of 13

ContentsContents . 2Introduction . 3QA Link . 3Recommended Internet Browsers . 4Accessing Elmhurst Evidence . 4The Home Screen . 5Uploading Your Files . 6Creating an Evidence Report . 9Technical Support . 12IM56 Evidence User Manual v5 August 2016Page 2 of 13

IntroductionEvidence is an Elmhurst Energy web application providing access to free, safe and secure storageonline. Using Elmhurst’s Evidence, you can save your survey data, search and retreive it wheneveryou need it. You can also drag and drop separate aspects of your evidence into one file for uploadingaltogether onto Elmhurst’s QA Hub. The application helps you to ensure your data is saved in twoplaces and lets you upload photographs (with automated date stamp capture), site notes, roomdimensions, floor plans, EPCs and any PDFsQA LinkThere is now a direct link between Evidence online and the QA Hub when you upload your evidenceinto the evidence vault and created the evidence pack. By ticking the QA ready box in the programyou are confirming that if this assessment is selected for audit the evidence pack is complete andcan be automaticaly submitted to an auditor. You will receive email confirmation that it has beenselected for audit and the audit is in progress.Benefits of Elmhurst Evidence Free to use for Elmhurst membersVirtually unlimited storage space with no limit on upload sizesStores files for 15 years, as required by DCLGFiles are automatically compressed by 90% on uploadSimple ‘drag and drop’ functionalityIntegrates directly with Elmhurst’s GO Capture mobile app (currently RdSAP Only)Integrates with the QA Hub for automatic submissionPDF Evidence reports can be produced for QA auditsIM56 Evidence User Manual v5 August 2016Page 3 of 13

Recommended Internet BrowsersEvidence will run on any of the following browsers: Internet Explorer (recommended)Google ChromePlease ensure that pop-up blockers are disabled in your browser, otherwise the file upload box willnot open.Accessing Elmhurst EvidenceLog in to “Access Elmhurst” https://members.elmhurstenergy.co.uk using your Assessor ID andPassword, then select the “Evidence ” button on the “Access Elmhurst” home screen.IM56 Evidence User Manual v5 August 2016Page 4 of 13

Clicking the “Evidence” button will take you to the Home screen.Accessing Evidence from Elmhurst RdSAPEvidence can also be accessed from Elmhurst’s online assessor zones, by clicking the below icon inthe relevant row in the assessor’s list of surveys:The Home ScreenThe overview screen will look familiar, as it is similar to the RdSAP and NDEA zones and has the samefeatures (e.g. Quick Search, Filter etc). On this page you can also view or delete any evidence foldersyou have created and if you have confirmed them as QA Ready.The following options are available on the home screen: Create new Evidence folderQuick searchConfirm ready for QAFilter search results:o All Evidence Folders/RdSAP/ECO/OA/NDEAo All Regions/England & Wales/Scotland/Northern Irelando All years/2015Date/Survey Reference Number/Property Address/UPRN in ascending/descending order Download Evidence reportDelete Evidence folderIM56 Evidence User Manual v5 August 2016Page 5 of 13

Uploading Your FilesNew evidence can be uploaded by clicking the “New Evidence Folder” tab, which is located in the topleft corner of the overview screen.After Clicking “New Evidence Folder” a new window will open with the list of your surveys.‘Select’ the survey type and property for which you wish to upload your evidence.You will now be taken to the evidence upload screen where you should click “Upload Evidence Files”A new pop-up window will open which will allow you to browse your PC for the specific files youwish to upload. Alternatively, it is possible for you to ‘drag and drop’ the files into the appropriateevidence boxes.IM56 Evidence User Manual v5 August 2016Page 6 of 13

The quickest method is to ‘drag and drop’ your files into Elmhurst Evidence (please note- this isbrowser dependent). Please ensure that you have your evidence folder open on your PC then dragthe required files to the box which is labelled “Drop files here”.IM56 Evidence User Manual v5 August 2016Page 7 of 13

If you are unable to ‘drag and drop’ your files, click “Select File” to choose the files you require.When you have successfully dropped the files into the evidence box, they will appear in the evidencelist (see below).Now click the blue “Upload” button.Please be aware that the maximum upload limit forRdSAP evidence files is 30MB and 100MB for NDEA files, however sizes are reduced during upload.IM56 Evidence User Manual v5 August 2016Page 8 of 13

Once you have uploaded your files, the software will return you to the previous page and yourevidence will be now visible in the left hand column marked “Evidence Files”Congratulations! Your evidence is now uploaded to Elmhurst’s secure server.Creating an Evidence ReportNow that your evidence is uploaded, you can easily create an “Evidence Report” by dragging anddropping the required files into the relevant sections on the right hand side of the screen. (e.g. sitenotes into the ‘Site Notes’ section, floor plans into the ‘Floor Plans’ section etc.)Files dropped into ‘Cover Images’ will appear on the cover of the evidence report.IM56 Evidence User Manual v5 August 2016Page 9 of 13

Please note that any files dropped into the “Associated Documents” section will not appear on theevidence report.When you upload your GO Capture evidence to Evidence online (currently RdSAP only)GO Capture will automatically sort each photograph into the corresponding category in Evidenceonline. Evidence now has 7 categories which mirror those found within GO Capture:GO Capture CategoryEvidence FolderElevationElevationWallsWallsRoofs, LoftsRoofs, LoftsHeating ControlsHeating ControlsNew TechnologiesNew TechnologiesOtherOther PhotosSite notes, Floor PlanSite NotesWhen selected for audit, if the evidence has been shared via GO Capture, simply follow the processset out below: or alternatively tick the QA ready box at any point for the evidence pack to beautomatically submitted1. Once all of the required files have been placed into the relevant sections, click “ViewEvidence Report” and the completed evidence report will automatically download as a PDFdocument.IM56 Evidence User Manual v5 August 2016Page 10 of 13

2. Your “Evidence Report” will be similar to the followingexample and will contain your site notes, floor plansand photographs:3. Once the evidence report has been created, this can be uploaded into the QA Hub as a singledocument within the other files section should this particular EPC be called for audit.When you tick the QA ready box in evidence you will see the following confirmationmessage.IM56 Evidence User Manual v5 August 2016Page 11 of 13

Once you have confirmed the evidence pack is ready for audit you will see this messageappearNote if you have already confirmed evidence as QA ready but you have added additionalevidence to the pack you will need to confirm that the amended evidence pack is QA Ready.Technical SupportFor all queries and technical issues relating to Elmhurst Evidence, please contact:Existing Dwellings Team:T: 01455 883 257E: existingdwellings-support@elmhurstenergy.co.ukF: 08723 520 659Non Domestic Team:T: 01455 883 231E: nondomestic-support@elmhurstenergy.co.ukF: 08723 520 659Elmhurst’s support teams are available Monday to Friday - 09.00 to 17.00.IM56 Evidence User Manual v5 August 2016Page 12 of 13

Elmhurst Energy Systems LtdHead OfficeElmhurst Energy Systems Ltd16 St Johns Business ParkLutterworthLeicestershireLE17 4HBT: 01455 883 250F: 0871 714 3128E: enquiries@elmhurstenergy.co.ukW: www.elmhurstenergy.co.ukIM56 Evidence User Manual v5 August 2016Page 13 of 13

o All years/2015 Date/Survey Reference Number/Property Address/UPRN in ascending/descending order Download Evidence report Delete Evidence folder . IM56_ Evidence_User_Manual_v5_August_2016 Page 6 of 13 Uploading Your Files New evidence can be uploaded by clicking the New Evidence Folder _ tab, which is located in the top left corner of the overview screen. After licking New Evidence Folder a .

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