Plan Assessor data management and portability

This 30 minute webinar offers a demonstration of a selection of methods for retrieving data from Plan Assessor. It covers batch adding addresses, lodgement of EPCs and creation of Building Regulation reports. It also includes spreadsheet creation and taking information directly from the records screen. Following on from this, there are some additional tips on using the XML export and import and database backup processes to share information with colleagues.

You will receive 30 minutes of Continuous Professional Development (CPD) time for this webinar.


  • Adding multiple addresses
  • Batch lodgement and change of status
  • Backup and sharing techniques
  • Selecting, filtering and organising records
  • Batch creating new versions
  • Spreadsheet creation and manipulation


Course Type: Online
Course Duration: 30 minutes
CPD hours: 30 minutes

Course suitable for: DEA, CEA, OCDEA & PBEA/OREA

This webinar will be run using Team Viewer and a conference call service.

In order to participate, you will need a computer/laptop with a microphone and earphones, a broadband internet connection and a telephone nearby.

To hear the presenter, you will need to dial conference call number 08444 737373 from any phone (or use Skype) and enter the PIN number 056683.  Typical costs are 5.8p/ min + VAT from landlines from anywhere in the UK. The call costs will be shown on your phone bill in the same way as any other call.

If you are calling from a mobile phone, typical call charges are 44p per min.

You will be sent full joining details on the morning of the webinar. 

Terms and Conditions 

April 21, 2015, 2:00 pm
£Enquire | Book
May 19, 2015, 3:30 pm
£Enquire | Book
June 23, 2015, 2:00 pm
£Enquire | Book
July 14, 2015, 3:30 pm
£Enquire | Book