PATGuard 3 Support & FAQs

If you want to get the most out of your PATGuard 3 PAT testing software, you'll find a list of video tutorials and most frequently asked questions here.

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We have created a series of video FAQs and application notes to help you get the most from your PATGuard 3 software. If you are unable to find the answer to your problem below, please use the form on this page to get in touch and we'll be more than happy to help you by email.

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PATGuard 3 Support & FAQ's

• How do I install PATGuard 3 on a PC or laptop?
• How do I install PATGuard 3 on a Network Server?
• How do I install PATGuard 3 on a Network Workstation?
• How do I activate PATGuard 3?
• Setting up PATGuard 3
• Adding an Instrument to PATGuard 3
• Arranging the Database Structure in PATGuard 3
• Downloading Data Into PATGuard 3
• Uploading Data to the Apollo from PATGuard 3
• Editing Data in PATGuard 3
• Creating Reports in PATGuard 3
• How do I Create a Test Summary Report in PATGuard 3?
• How do I Setup a Large Notes Field in the Apollo 600 and PATGuard 3?
• How to re-trial PATGuard 3

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Setting up PATGuard 3

This video gives you brief overview of PATGuard 3 PAT Testing Software and how to get started using it.

1. Open PATGuard by double clicking the icon on the PC
2. To log in - username: Admin, password: (Leave Blank)
3. In PATGuard, you have a DEMO database that gives an example of how the information is displayed
4. On the left you have the sites & locations, on the right the individual assets
5. Double click an asset; it brings up an asset window which shows you the full info on that asset
6. Before downloading it's important to create your own database. To do this go to File – New Database – enter a database name – select where you want this database to save – select OK
7. Next go to setup – here you have different tabs to choose from
   - Company details - can input your company contact details (address, VAT reg no, Company reg no ETC) you can also enter your own logo – these company details will show on any reports you generate.
   - User Accounts – you can enter individual users & passwords
   - PAT Options – you can select the test lines to view on your report in a particular order. NOTE – these must appear the same as on the pat tester.
   - Asset Groups – gives you the ability to change the frequencies of the asset groups

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Adding an Instrument to PATGuard 3

This video will show you how to add an instrument to you PATGuard 3 PAT Testing Software.

1. Select instruments tab
2. Double click the 'add test instrument' tab
3. Select the instrument type
4. Enter the serial number
5. Select the 'calibration' tab
6. You can input your calibration details for that particular instrument

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Arranging the Database Structure in PATGuard 3

1. Firstly make sure you have created a new database or selected an existing database.
2. Select the 'File' tab, then select 'Add client' and input the client details.
3. Next select 'Add site' and add input the site details.
4. Next select 'Add location' and input the location details.
5. Now you can either add an individual asset or alternatively you can download the info straight from the tester (providing your tester is compatible with PATGuard 3)

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Downloading Data Into PATGuard 3

1. Ensure you have a database open
2. Select the 'Data Transfer' tab and select 'Download from tester'.
3. On the Apollo, ensure the USB download cable is plugged in to both the Apollo and PC.
4. From the home screen, select (F4) and number (5) for download.
5. Ensure the options state 'Download from Apollo' to PATGuard.
6. Now you can apply a filter (F2) or download 'ALL' results. If 'ALL' press (F4).
7. On PATGuard 3, select the tester you're looking to download.
8. Select the 'browse' button, then select the Apollo driver from the left hand side.
9. It's essential that the drop down (above open/cancel has .GAR selected).
10. The apollo.GAR file with then appear, select this. It'll then add this into the source file.
11. Ensure the client & site are both set to 'AUTO'
12. You can put a tick in the preview box to preview the data before the download, or simply select 'OK' to commence the download.

How To Download Apollo Series into PATGuard 3 - USB Lead

How To Download Apollo Series into PATGuard 3 - USB Drive

Downloading a Primetest 3xx into PATGuard 3

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Uploading Data to the Apollo from PATGuard 3

1. Ensure you have a database open.
2. Select the 'Data Transfer' tab and select 'Upload to tester'.
3. Select the tester your looking to upload to (Apollo).
4. On the Apollo, ensure the USB download cable is plugged in to both the Apollo and PC.
5. From the home screen, select (F4) and number (7) for upload.
6. Ensure the options state 'Upload from PATGuard' using USB cable.
7. On PATGuard, select 'refresh' where it has 'Unit Drive' then select the Apollo drive from the drop down.
8. Press 'OK' to commence the upload. A box will appear saying 'File Saved Successfully'.
9. On the Apollo, select (F3) then (F4) to save the data to the Apollo.

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Editing Data in PATGuard 3

1. Ensure you have the database open with the data in you need to edit.
2. Select the 'site' and the assets will appear on the right hand side on the screen.
3. You'll notice above the assets you have several tabs, 'ASSET ID/Description ETC'.
4. To show more options, 'RIGHT CLICK' on the tab and select the options from the dropdown.
5. To search for a specific asset, you can use the 'FIND' button and enter the ASSET ID.
6. To open an asset, double click it and an asset window will appear.
7. From here you can edit the ASSET ID/Description, select an ‘ASSET GROUP ETC' or change the test period for both the 'FULL TEST' or 'VISUAL'.
8. Once you've made the changes, press ‘OK' to save these.

Export data from PATGuard 3 to CSV

1. Select the 'SITE/LOCATION' you require to export
2. From the 'DATA TRANSFER' tab select 'Export to CSV'
3. A box will appear, select the location you want to save it to and name the file
4. SELECT 'OK' to save the file

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Creating Reports in PATGuard 3

1. On PATGuard 3, select the ‘REPORTS' tab.
2. From the list, select the report you'd like to create, then a box will appear on the screen.
3. From here you can select the info you'd like to appear in the report, such as specific SITES/LOCATIONS ETC.
4. Ensure the ‘FROM/TO' dates are correct, then select ‘OK' to generate the report.
5. A typical report will show the ‘ASSET ID/Description' however depending on the report you select depends on the amount of info shown.
6. To save the report, select the save icon (DISC) and from the ‘Save as' drop down, select (PDF) to save as this type of file, select where to save it, then click ‘SAVE'.
7. To print the report, simply select the ‘PRINTER' icon from the top of the screen.
8. To email the report, select the email options (Envelope) and the report will attach to an email, which you can send to your customer.

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If you are unable to find the answer to your problem below, please use the form on this page to get in touch and we'll be more than happy to help you by email.