Electrical Certification (EIC)
This guide connects the Pathway setup to the Atom execution to ensure valid, signed certificates are generated every time.
1. The Foundation: Office Configuration (Pathway)
Before an engineer ever opens a certificate on their phone, the office must "license" them to do so.
Action: In Pathway, go to Users > Edit User> Add edit data.
Data Requirements: You must upload the Engineer’s Signature (PNG/JPG) and their NICEIC/NAPIT Enrollment Number.
The "Crossover" Logic: If this section is blank in Pathway, the Atom app will not show the "Generate Certificate" button, or the resulting PDF will be legally invalid.
2. The Capture: On-Site Testing (Atom)
The engineer performs the physical tests and enters the data.
Action: Engineer opens the EIC Form within the Atom job.
Smart Logic: Atom uses "Validation Rules." If a reading is entered that is outside of the expected range (e.g., $Z_s$ values too high), the app will highlight the field in red.
The Sync Point: Every value saved in Atom is synced to the Pathway "Draft Certificate" in real-time (provided there is a data connection).
3. The Handover: Signing & Closing (Atom → Pathway)
The final step in the field requires a digital handshake.
Action: The engineer signs the "Declaration" on the screen, and (if applicable) the customer signs the "Recipient" box.
The Conflict: If the engineer hits Submit before the signatures are captured, the job may lock in Pathway, requiring an Admin to "Reset" the document to allow for re-signing.
4. The Final Output: Document Distribution (Pathway)
Once the job is submitted, the PDF is generated.
Action: Pathway automatically attaches the completed EIC to the Project Attachments.
Automation: If configured, Pathway can automatically email this PDF to the customer.
Critical Note: If the office team edits the "Circuit Details" in Pathway after the engineer has left, they must Regenerate the PDF to ensure the document the customer receives matches the updated data.
🛠️ Combined Troubleshooting: EIC Errors
| If this happens... | Check this in Pathway (Office) | Check this in Atom (Field) |
|---|---|---|
| "EIC Button Missing" | Is the "Compliance Module" enabled for this project type? | Has the engineer refreshed the job after being assigned? |
| "No Signature on PDF" | Is the PNG signature uploaded to the Engineer's Profile? | Did the engineer sign the "Declaration" page specifically? |
| "Validation Errors" | Check if "Mandatory Fields" were changed recently in Settings. | Look for red-highlighted fields in the test result tables. |
| "Wrong Company Logo" | Check the "Sub-Tenant" settings in Pathway. | N/A (Atom pulls this live from the office settings). |
Comments
0 comments
Article is closed for comments.