Using templates and batch updates in Plan Assessor

This 30 minute webinar offers a demonstration of creating and using the heating and hot water template function and U-value batch updates in Plan Assessor. To ensure that the batch updates are applied correctly a review of the use offilters and groups to manage the selection of records. Following this, a discussion about the relative merits of using either backups or creating newversions of records before performing these changes.

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


  • Creating a heating template and how templates are useful
  • Selecting, filtering and organising records
  • Group and name records to organise change
  • Applying consistent U-value updates
  • Backup and sharing techniques
  • Batch creating new versions


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 

May 5, 2015, 3:30 pm
£Enquire | Book
June 16, 2015, 3:30 pm
£Enquire | Book
June 30, 2015, 3:30 pm
£Enquire | Book