PETRA resource area

IT user guide

The IT User Guide (for users on the Citizens Advice Sheffield servers). Please check the guide in the first instance if you have any problems or need help with accessing the IT or using the new shared server.


From 7 October 2013, Citizens Advice Sheffield is using PETRA.

For guidance and help on using PETRA for advice and assessments, see PETRA Gateway and Assessor Handbook.

Guidance for Site Administrators: Setting up New Users.

PETRA training: For volunteers and trainees who want to practice on Petra, please note that there is the Petra training system available for this.  The password and website address for this has changed for the New Year to

There is an icon to open the website address on everyone’s desktop marked ‘Petra Training System’.  Log in details are as follows:

Username: cabsrv\SheffieldMaster

Password:  Charity2015

Information assurance – Data Protection and PETRA

All advisers (paid or volunteers) and staff who have access to personal records need to be adequately trained. There are short on-line training materials and assessment available to help with training or as a refresher:-

The modules

(Please note: These links only work in Internet Explorer)

It is a requirement of our membership of Citizens Advice that the general user level training is to be done on an annual basis – please see CABlink for further info (please note that you will be asked for a username and password to access CABlink, if you don’t know this, please ask your supervisor).