Creating and Completing a Remedial Completion Certificate is required when there are Observations and Recommendations that need to be remediated following the completion of an Electrical Inspection Condition Report.

Remedial Completion Certificates is an EDIS Super Power 🙂 – it saves time cutting, pasting, rekeying and updating reports – all these tasks are is automated!

To create remedial completion certificate:  you will need to navigate to the certificate’s menu option on the EDIS main menu, Select the blue create button and select the Remedial Completion Certificate option.  You should modify the Purpose of the report, click Create Certificate button.

The EDIS certificate Wizard Step 1 page will open, this is where you set up information about the certificate – there are four tabs: Basic Info, Associated Boards, Additional Comments and Actions Required.

For a Remedial Completion Certificate select the Actions Required tab, this will list the open actions in the building.  Select the actions that are remediating, if you have done any electrical tests or modified circuits then you can select Associated Board and then select the boards with the certificate.

Always remember to save your work before moving to the next step of the EDIS Certificate Wizard!

Next you can work through steps, 2,3 and in step 4 you can edit the circuit details for the circuits you tested.

You can always generate  the PDF by clicking on the “circular Arrows” and then clicking on the PDF logo, when you’re happy with the PDF you can sign it off via Step 5

EDIS does the system support creating boards and circuits via bulk data import or upload.  This can be done via the EDIS Excel export/import features or for the more technically inclined it can be done programmatically via the EDIS API using a simple Python script.

Using the EDIS Bulk Upload and Download Feature

The process of bulk loading data into EDIS using Excel involves two key steps:

Step 1: Upload Distribution Board Details

Obtained the upload template from the menu goto  Boards/ Updates/ Bulk Upload New Boards, click Download Excel Template

The template will include:

• DB reference
• Phase
• Number of circuits
• Any other relevant board-level details

Once the spreadsheet is prepared, upload it to EDIS. The system will generate a template for each distribution board, including default SPARE circuit entries.

Start with a couple of boards to better understand how the feature works

To perform the upload:

• Navigate to the Boards menu
• Select Updates
• Choose Bulk Upload New Boards

Select the prepare file and upload and review the results.

Step 2: Download and Populate Circuit Descriptions

After the boards are created, the Excel template for each board created can be downloaded.

The template for each board is downloaded via the Boards menu option, and in the Action column selecting the Export file option for the board

Update these templates with the actual circuit descriptions and details as required.  Then upload the board via the File import function in the Action column.

You can view the distribution board schedule using the distribution board PDF feature – this will generate and download the PDF schedule for  the distribution board.  This feature is accessed via the Boards menu option, for the Board select PDF Schedule in the Action column.

As part of the electrical compliance cycle creating the Remedial Completion certificate provides a convenient and efficient way to report that the remedials have been completed and that compliance has been achieved.  EDIS enables this process by updating and re-using existing information as opposed to re-entering information.

After an EICR, you’ll often find observations requiring remedial work for electrical compliance. These are categorized as C1, C2, C3, etc., and can be viewed via the Action Required menu on EDIS. The simplest way to report completion is through a remedial completion certificate.

This certificate allows electricians to select actions, add comments, test results, and photos before finalizing it. It generates a PDF confirming the remedial work follows BS7671 standards. Completing the certificate automatically updates the Actions Required, marks them as completed, and emails the PDF to the responsible person.

Creating the remedial completion certificate is an efficient method to report compliance has been achieved. EDIS facilitates this by updating and using existing information without re-entry.

To efficiently generate many certificates for testing an extensive estate, it is important to streamline the process of copying boilerplate text. For example, you may need to include standardized sections such as the purpose of the report, extent and limitations, agreed limitations, and operational limitations. This text typically needs to be consistent across each Electrical Installation Condition Report (EICR).

To facilitate this, you can use the EDIS Organisation feature to create templates for your organisation that contain default text for various sections of your EICR. Within the organization feature, you can establish default text entries for the purpose of the report, extent and limitations, agreed limitations, etc. Additionally, you can input common circuit details so that any frequently used circuits can be easily selected and populated.  You can also include common observations.

These features are available within the organizational function on the platform. To implement this, first request EDIS Support su*****@***********************co.uk , to create an organization and appoint an organization admin. The organisation admin will be responsible for creating the default text and inviting organization members. When generating a certificate, the user will specify the relevant organization, and all the boilerplate text will be used to pre-populate the certificate and will be accessible to organisation members via lookup lists.

This approach is particularly beneficial for common observations and recommendations, which often contain standard text. It eliminates the need for repetitive cutting and pasting, it provides consistency by providing a drop-down box selection, maintained by the organization admin and easily accessed by users.

Why won’t my substations  or boards appear with the relevant connections to switchboards on EDIS Schematic?Assuming substations are treated as Supply Origins, then the Supply Origin must exist, e.g TX-01 and it needs to be linked to the distribution board.  It is also useful if the supply origin has an associated section and floor, as this will help with filtering the records.

To link a supply to a distribution board, select the boards menu option, then edit the board details, in the edit board details form select the “Search and Select the Supply” tab:, then select the required Supply Origin.

Similarly you can select any board and circuit to supply a “downstream” board.

When creating a distribution network there are some simple rules:

• a three-phase circuit can supply three phase board
• a single-phase circuit can supply a single-phase board
• a three-phase circuit cannot supply a single-phase board
• a single-phase circuit cannot supply three phase board

these are just practical rules when developing a distribution network

You can also add alternative supplies using the same form.

The EDIS system revolutionizes the creation of electrical schematic diagrams, a task traditionally performed manually by CAD technicians using specialized software. EDIS automates this process by leveraging the data contained within its electrical distribution board schedules.

Specifically, the EDIS algorithm utilizes the comprehensive information within these schedules to automatically generate a detailed electrical schematic of the entire distribution infrastructure. A crucial step for this automation is ensuring that each distribution board’s record is updated with its “supplied from” details. Once this connection data is present, EDIS intelligently processes it to establish the supply links between distribution boards, effectively “drawing” the electrical schematic diagram without any manual intervention. This dramatically reduces the time and effort traditionally associated with schematic diagram generation.

1. Deleting a certificate : Select the building, Select the Certificates menu to show the certificate list.  Next to each certificate, in the action column, you will see a dropdown box, this lists the actions that can be applied to the certificate- Click delete certificate2. Deleting a board – Boards are not immediately deleted, first they are obsolete, then once obsolete they can be made current (un-obsoleted) or deleted. 

To delete a board: Select the building, Select the Boards menu to show the Boards list. Next to each board, in the action column, you will see a dropdown box, this lists the actions that can be applied to the board, select Obsolete board, this places the board into the Obsolete boards list, from there the board can be deleted.

A Guide to Creating Certificates and Boards in EDIS

This guide will walk you through the process of creating and managing Distribution Boards and Electrical Certificates within the EDIS system.

Understanding the Relationship Between Boards and Certificates

In EDIS, Distribution Boards and Certificates are linked but can be created independently. There are two primary workflows for creating a new Distribution Board schedule:

1. Directly from the Boards Menu: You can navigate to the main Boards menu (located in the main navigation ribbon) to create and manage all the Distribution Board schedules for your estate. This is useful for setting up your building’s infrastructure before creating any certificates.
2. From within a Certificate: You can create a new Distribution Board while you are in the process of filling out a certificate (e.g., a New Installation Certificate or an EICR). When you complete and sign off on that certificate, the new board you created will automatically be added to your main Boards list.

Once a board exists in your main Boards list, it can be reused across multiple certificates, such as a Minor Works, an EICR, or another Installation Certificate. This ensures you have a single, consistent record for each board that is updated over time.

Step-by-Step Guide: Creating a Certificate and its Associated Board

This walkthrough focuses on the most common workflow: creating a new board from within a new certificate.

1. Navigating to the Certificates Section

From the main navigation ribbon, click on Certificates > Electrical Certificates. This will take you to the certificate management screen.

Here you will see a list of all existing certificates, organised under tabs such as Drafts and Originals. When a certificate is completed and signed off, it moves from the Drafts tab to the Originals tab.

On this screen, you can:

• Search: Use the search bars at the top of the list to find a specific certificate by its number, job reference, or type.
• Create a New Certificate: Click the blue Create Certificate button and select the type (e.g., New Installation, Minor Works, Condition Report).
• Edit an Existing Certificate: Locate the certificate you wish to work on. In the Action column for that row, click the dropdown menu and select Edit Certificate. Other options like Delete, Sign Off, or Export are also available here.

For this guide, we will proceed by editing an existing Draft certificate.

2. The Certificate Wizard (Steps 1-5)

Once you are inside a certificate, you will see a five-step wizard to guide you through the process.

Step 1: Basic Information

This step contains general details about the certificate. You will notice several tabs:

• Basic Information: Core details of the job. Much of this may be pre-filled from your building’s information.
• Associated Boards: This tab lists all Distribution Boards that are currently linked to this certificate.

Click the green Save & Continue button to proceed to the next step.

Step 2: Inspection Schedule

This step is for completing the inspection schedule checklist.

• To edit the schedule, click on the Inspection Schedule Observations section.
• For convenience, you can click the Pass All button at the top left to mark all items as ‘Pass’.
• You can then manually change the status of any individual item by clicking on its current status (e.g., click on ‘Pass’ to change it to ‘N/A’ or to add a C1/C2/C3 code).
• Remember to click the small save disk icon in the Action column for any row you manually edit.
• Once finished, close the schedule window to return to the main wizard.

Step 3: Supply and Origin Details

This step contains the details of the electrical supply and origin. Complete this as required and proceed.

Step 4: Board & Circuit Details

This is the core section for managing your Distribution Board schedules and test results.

Below the Step 4 heading, you will find a blue button labelled Show/Hide Certificate Boards. Clicking this will show you all the boards currently associated with this certificate.

You will see five main tabs within Step 4:

• Board Details: General information about the board.
• Board Test: Overall test results for the board (e.g., Zdb​).
• Circuits: A list of all circuits within the selected board.
• Circuit Tests: The detailed test results for each individual circuit.
• Remedials: Any remedial actions noted for the board.

Creating a New Board and Circuits

If you find the Circuits tab is empty (“No circuits found”), it is likely because the board was created without the number of ways being specified.

Here is how to create a new board correctly from within Step 4:

1. Click the Create Board button.
2. Fill in the board’s details in the pop-up form:
   • Board Reference: Give it a unique name (e.g., DB-01-GF).
   • Type: Select DB (Distribution Board).
   • Phases: Choose 1 for single phase or 3 for three phase.
   • Circuit Naming: Choose S for a standard single-phase board.
   • Number of Ways: This is the most critical step. Enter the total number of circuit ways for the board (e.g., 10). This action will automatically generate the corresponding number of empty circuit entries.
3. Click the green Submit button to create the board. The new board will now be associated with the certificate.

Entering Circuit Details and Test Results

1. Navigate to the Circuits tab. You should now see a list of circuits generated based on the ‘Number of Ways’ you entered (e.g., 1S, 2S, 3S…).
2. Click on a circuit name (e.g., 1S) to edit its details, such as its description and the number of points.
3. Navigate to the Circuit Tests tab. Here you can click on each circuit to enter its specific test results.

Step 5: Review and Finalise

This is the final step for completing the certificate.

1. Review the Data Quality Report to ensure all required fields have been completed correctly.
2. Once you are satisfied, click the final authorisation button.
3. You will receive a confirmation email. You must click the link in this email to formally sign off and complete the process.
4. Upon confirmation, the system will generate the final PDF of the certificate, which includes any associated printable labels/stickers. The certificate will move from the Drafts to the Originals tab.

Creating estates allows you to group buildings together: it is better to have one Estate with Multiple buildings, you can create a new building from the Estate Administration, Manage Buildings menu option. No need to create a new estate for each building – the estate is like “a bucket of buildings”, Estates can be configured to meet requirements via the Manage registered estates option – this allows you to customise how the details of items in an estate are handled. Toggle Content

If the EDIS Excel Certificate worksheet does not upload and reports an error “board does not match”, then there is a data mis-match between your excel worksheet and the EDIS cloud record.

How to fix summary – modify the record in the cloud, save it and try upload your EDIS Excel file.

Longer fix explanation:  

When uploading an excel template if you get a “board does not match error” this could mean that the board phase and naming convention in Excel Workbook does not match the Board phase and naming convention in the cloud.

The way to fix this is to ensure that the cloud board phase and naming convention are correct. If not, edit and save the record on the cloud. 

Then ensure the Excel template board phase and naming convention match the cloud record.

Then it should upload.

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