DM-0009_SaniTrend® Cloud CR Insights & Insights+_IOM_Rev2.0

SaniTrend® Cloud Cleaning Reports (CR) Insights & Insights+

Installation, Operation & Maintenance Manual

Sani-Matic, Inc. 2855 Innovation Way Sun Prairie, WI 53590 www.sanimatic.com (p) 800-356-3300

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Table of Contents

1. Overview ................................................................................................................................................................................................................................................................. 4 a. Introduction ............................................................................................................................................................................................................................................................ 4 b. Website Access ....................................................................................................................................................................................................................................................... 4 c. Time Settings .......................................................................................................................................................................................................................................................... 4 2. User Interface Navigation ...................................................................................................................................................................................................................................... 5 a. User Login ............................................................................................................................................................................................................................................................... 5 b. Overview Page ........................................................................................................................................................................................................................................................ 6 c. Overview Page – System Status ............................................................................................................................................................................................................................. 7 d. Overview Page – System Card Notifications ......................................................................................................................................................................................................... 8 3. Dashboards ............................................................................................................................................................................................................................................................. 9 a. Dashboard – Overview ........................................................................................................................................................................................................................................... 9 b. Dashboard – Working with Groups & Gadgets ................................................................................................................................................................................................... 10 c. Dashboard – Adding Gadgets .............................................................................................................................................................................................................................. 11 4. Cleaning System Pages ......................................................................................................................................................................................................................................... 13 a. Cleaning System Data – Overview ....................................................................................................................................................................................................................... 13 b. Cleaning System Data – System Status ................................................................................................................................................................................................................ 14 c. Cleaning System Data – Cleaning Cycle Reports (Overview) .............................................................................................................................................................................. 15 d. Cleaning System Data – Cleaning Cycle Reports (Searching) .............................................................................................................................................................................. 18 e. Cleaning System Data – Cleaning Cycle Reports (Printing or PDF Saving) ......................................................................................................................................................... 20 f. Cleaning System Data – Cleaning Cycle Reports (Reviewing Interactive Analog Charts) .................................................................................................................................. 21 g. Cleaning System Data – Cleaning Cycle Reports (Reviewing Recipe Steps) ....................................................................................................................................................... 22 h. Cleaning System Data – Cleaning Cycle Reports (Reviewing Cycle Events) ........................................................................................................................................................ 23 i. Cleaning System Data – Cleaning Cycle Reports (Reviewing Cycle Data) .......................................................................................................................................................... 24 j. Cleaning System Data – Cleaning Cycle Reports (Reviewing Comments & Approvals) ..................................................................................................................................... 25 k. Cleaning System Data – OEE (Overview) ............................................................................................................................................................................................................. 26 l. Cleaning System Data – OEE (Parameters) .......................................................................................................................................................................................................... 27 m. Cleaning System Data – Preventive Maintenance Overview .............................................................................................................................................................. 28 n. Cleaning System Data – Preventive Maintenance Adjustment .......................................................................................................................................................................... 29 o. Cleaning System Data – Data Trending ............................................................................................................................................................................................................... 30

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p. Cleaning System Data – Event Log ....................................................................................................................................................................................................................... 31 q. Cleaning System Data – System Alerts ................................................................................................................................................................................................................ 32 r. Cleaning System Data – Documentation ............................................................................................................................................................................................................. 33 s. Cleaning System Data – Connection Status ......................................................................................................................................................................................................... 34 5. Facility Page ......................................................................................................................................................................................................................................................... 37 a. Facility Page – Overview ...................................................................................................................................................................................................................................... 37 b. Facility Page – User Administration (New User) ................................................................................................................................................................................................. 38 c. Facility Page – User Administration (Edit Users) ................................................................................................................................................................................................. 39 d. Facility Page – System Alerts (Add New Alert) .................................................................................................................................................................................................... 40 e. Facility Page – System Alerts (Edit Existing Alerts) ............................................................................................................................................................................................. 42 f. Facility Page – System Properties (Change System Display Name) .................................................................................................................................................................... 43 g. Facility Page – System Properties (Update Property Data) ................................................................................................................................................................................ 44 h. Facility Page – System Documentation ............................................................................................................................................................................................................... 45 6. SaniTrend Cloud CR Insights+ Features ................................................................................................................................................................................................................ 46 a. Audit Trail (Cleaning Cycle) .................................................................................................................................................................................................................................. 46 b. Audit Trail (All Time) ............................................................................................................................................................................................................................................ 47 c. PIN Cleaning Cycle Comment and Approval ........................................................................................................................................................................................................ 48 7. Support ................................................................................................................................................................................................................................................................. 50

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1. Overview

a. Introduction

The following is an operation manual for Sani-Matic’s SaniTrend® Cloud Cleaning Reports (CR) software product.

This manual focuses on user interface operation and screen navigation. Refer to specific system electrical and programming documents for more information on the wiring and programming of associated SaniTrend Cloud hardware and software elements.

This manual covers the SaniTrend Cloud CR Insights and CR Insights+ product tiers. SaniTrend Cloud Insights+ features are specifically outlined in section 6.

For the latest information on the SaniTrend Cloud CR products, please visit:

https://sanimatic.com/cleaning-reports/

b. Website Access

The SaniTrend Cloud online portal can be accessed at the following link:

https://sanimatic-prod1.cloud.thingworx.com/Thingworx/FormLogin/SaniTrend

Recommended browser and screen requirements are below:

Internet Browser - Chrome (preferred) Screen Size - 1920 x 1080 (preferred)

• •

c. Time Settings An important note on timestamp of data – the time shown while in the SaniTrend Cloud online portal is in the time local to the computer or device in which the data is being viewed. Typically review of your data is in the same time zone in which the system you are looking at is running, but this may not be the case if reviewing data from a remote location.

Actual event data is saved in UTC time which is translated into your local time per the above note.

When exporting any data to .csv files from any screen, the data that is exported and shown in the .csv file is UTC time.

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2. User Interface Navigation a. User Login

Note (1)

Note (2)

Notes 1. Enter login user ID (case sensitive) and password to login to the SaniTrend Cloud portal. 2. Reset password as needed (need user ID and associated email address for this feature).

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Note (2)

Note (1)

b. Overview Page

Note (3)

Note (5)

Note (6)

Note (4)

Notes 1. Current login user ID is shown here – click here to logout, perform a password reset, view Sani-Matic’s privacy policy, or submit a support request. 2. The Dashboard section can be navigated to at the top banner by clicking on the “Dashboard” tab

3. Navigate to this Overview page anytime by either clicking on the “Overview” tab or the Sani-Matic logo in the upper left 4. All systems and facility sites available for viewing for the logged in user ID are found on the left side banner as “cards”. 5. To filter by only systems or facilities, click the corresponding filter button. 6. A Google Maps view of the facility or facilities available for viewing for the logged in user ID is shown and is interactable.

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c. Overview Page – System Status

Note (2)

Note (1)

Notes 1. Each system’s operating status is noted by a banner on the left side a. Green = System Running b. Grey + White Striped = System Stopped c. Blue = Facility Page 2. System operating status is also shown on the map pins (along with indication of facilities)

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d. Overview Page – System Card Notifications

Note (1)

Notes 1. Several notification icons will appear at the right side of the system card signaling certain events associated with that system:

= system is disconnected from SaniTrend Cloud

= system has an active (un-cleared) alarm

= system has a preventive maintenance (PM) notification occurrence triggered

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3. Dashboards a. Dashboard – Overview

Note (2)

Note (1)

Note (3)

Notes 1. There is 1 dashboard for each facility site. This dashboard is shared across all named users for ease of viewing access. Use the “Group” feature to add grouping to provide customized views for individuals or for specific systems onsite. 2. Dashboard groups can be used to group together information as it makes sense for your users and facility. Some examples: a. Group similar information across cleaning systems (e.g., each system’s “Percent Complete” for a quick check on cleaning cycle status) b. Group all information for a single cleaning system (e.g., all data for a particular CIP system) c. Group data for specific users or user groups 3. Within groups, add “Gadgets” which display the given data selected. The icons used to display the data are selectable upon setup.

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b. Dashboard – Working with Groups & Gadgets

Note (1)

Note (2)

Note (3)

Note (5)

Note (6)

Note (4)

Notes 1. Edit the title of your Dashboard or add a new Group by clicking the top sprocket icon ( ). 2. Edit the title of your Group, delete a group, or add a Gadget to a group by clicking the group’s sprocket icon( ). 3. Edit a Gadget title or delete a Gadget by clicking the Gadget’s sprocket icon ( ). 4. Gadgets can be reorganized within a Group or moved between Groups by clicking the Gadget’s top bar and holding and dragging the Gadget 5. Groups can be reorganized within the Dashboard by clicking the Group’s top bar and holding and dragging the Group 6. Minimize or maximize Groups by clicking on the arrow icon ( ) in the top left of the group.

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c. Dashboard – Adding Gadgets

Note (1) Note (2)

Note (3)

Note (6)

Note (4)

Note (5)

Notes 1. Select the system you want to add a Gadget for. 2. Select the system property you want to add a Gadget for (e.g., “Supply_Flow”). 3. Minimum and Maximum values will automatically show (if applicable) for the property selected. These can be overwritten if needed. 4. Engineering units will automatically show (if applicable) for the property selected. These can be overwritten if needed. 5. Depending on the selected property, different graphic choices for displaying the Gadget are shown. 6. Select the plus icon ( ) of the Gadget graphic you want to add.

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Note (1)

Note (2)

Note (3)

Notes 1. Select the group you want to add the new Gadget to. 2. Edit the Gadget Title if desired – NOTE: It is recommended to keep this pre-populated as the default name (the system name) to be able to reference which system the property is for on the Dashboard. The property title will show up on the Gadget by default. 3. Click “Add” to complete the addition of the new Gadget. You are returned to the Gadget addition screen where you can add more or close out of the Gadget addition screen.

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4. Cleaning System Pages a. Cleaning System Data – Overview

Note (2)

Note (3)

Notes 1. After selecting the system, the cleaning system overview page will show. There are several sections within the system page. 2. At the top of each section the system’s general information is shown, including (from left to right): a. System image – generalized graphical representation of the system b. System Display Name – the name assigned to the system (see Facility Page – System Alerts (Change System Display Name) for instructions for changing this)

c. System Name – the automated cleaning system’s product name d. Model Number – the automated cleaning system’s model number

e. SMI Number – the unique job number assigned to the automated cleaning system by Sani-Matic f. Status – the current status of the automated cleaning system. Status is one of the following states:

i. Running ii. Stopped iii. Disconnected 3. Sections that can be selected for the cleaning system include:

a. System Status ( default view ) – A quick overview of current key system data b. Cleaning Cycle Reports – Review, comment on, and approve all cleaning cycle data and reports from the system c. OEE ( Overall Equipment Effectiveness ) – Review OEE trends d. Preventive Maintenance – Review status of components with PM tracking

e. Data Trending – Review past analog data for the system (independent of cleaning cycles) f. Event Log – Review past event history for the system (independent of cleaning cycles) g. System Alerts – Review alert notification history for the system

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h. Audit Trail – Only with SaniTrend Cloud CR Insights+ – see section 6.0 i. Documentation – Review system links and documentation (see also 5.g for adding additional documentation) j. Connection Status – See current connection status data b. Cleaning System Data – System Status

Remaining

Notes 1. The System Status page contains a quick overview of current key system data, including: a. Percent Complete – The approximate % complete of the current running cycle b. User – the named user that is logged into the system

c. CycleID – the unique ID that is tagged to the current running cycle d. Recipe Number – the recipe number that is for the current running cycle

e. Recipe – the name of the recipe for the current running cycle f. OpCode – the OpCode number that is for the current running cycle g. OpCode Description – the OpCode (aka, “step”) name that is currently running in the current running cycle h. Step Time Remaining – the time left (in seconds) of the current OpCode (aka “step”)

i. Runtime – the total time that the current running cycle has run for j. Time Remaining – the approximate time left in the current running cycle

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c. Cleaning System Data – Cleaning Cycle Reports (Overview)

Run Time

Note (3)

Note (2)

Notes 1. The Cleaning Cycle Reports tab contains all cleaning cycle information for any aborted or completed cycle ran from a SaniTrend Cloud connected cleaning system. 2. The tab on the left that shows immediately contains each cleaning cycle ran in the filtered search criteria. By default, the last 7 days of cleaning cycle reports are shown. This can be hidden or shown by selecting the “<<” or “>>” icon on the tab. 3. Each cleaning cycle report’s approval status is noted by a banner on the left side, with the following color coding:

a. Green = Cycle Approved b. Red = Cycle Disapproved c. Grey + White Striped = Cycle Not Approved

4. IMPORTANT NOTE: Cleaning cycles are generated for any recipe that has been run for between approximately 5 seconds and 8 hours long. Recipes run for < 5 seconds are not stored and are likely occurring due to testing activities with the system. Recipes over 8 hours long are very uncommon and data capture becomes too large for recipe capture. This filter also eliminates conditions where a user starts a recipe and stops it without aborting or continuing the recipe for many hours or even days. Regardless of report capture, the raw system data is logged and available within the Data Trending section.

Run Time

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Note (1a)

Notes 1. The remaining area includes the following sections:

a. Top Header – general information specific to this cleaning cycle i. Cycle ID – the unique ID for the cleaning cycle that was ran ii. Recipe – the recipe name that was ran for this cleaning cycle

iii. Recipe Number – the recipe number that was ran for this cleaning cycle iv. Cycle Status – whether the cleaning cycle was “Complete” or “Aborted”

v. Approval – the approval status (not approved, approved, disapproved) of the cycle vi. Alarm Count – the number of alarms that occurred during the cleaning cycle vii. User – the user that was logged in at the time of starting the cleaning cycle viii. Start & End Time – the local date and time that the cleaning cycle started and ended ix. Run Time – the actual run time of the cleaning cycle (includes durations of stopped or alarmed periods, system holds for heating/fill time/etc.) x. Programmed Run Time – the time that cleaning system was programed to run for based on the selected

Run Time

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Run Time

Note (1a)

Notes 1. The remaining area includes the following sections: a. Bottom Header – Cleaning cycle data specific to this cleaning cycle in tabs (NOTE: not all tabs may show if not applicable to the configured system) i. OEE data specific to this cleaning cycle (see Cleaning System Data – OEE for further definition) 1. Availability – an availability score (0-100%) for this cleaning cycle 2. Performance – a performance score (0-100%) for this cleaning cycle 3. Quality – a quality score (0-100%) for this cleaning cycle 4. OEE – an overall OEE score (0-100%) that is the product of the 3 OEE parameters (Availability x Performance x Quality) for this cleaning cycle ii. Temperature – interactive analog chart that shows all temperature analog values and setpoints for the duration of the cleaning cycle iii. Conductivity – interactive analog chart that shows all conductivity analog values and setpoints for the duration of the cleaning cycle iv. Flow – interactive analog chart that shows all flow analog values and setpoints for the duration of the cleaning cycle v. Pressure – interactive analog chart that shows all pressure analog values and setpoints for the duration of the cleaning cycle vi. Level – interactive analog chart that shows all level (e.g., tank, sump) analog values and setpoints for the duration of the cleaning cycle vii. Recipe Steps – table of all OpCodes (aka Steps) ran during the cleaning cycle with start and stop time, as well as programmed and actual run times viii. Cycle Events – table of all cycle events (e.g., OpCodes, operator actions, messages, alarms) that occurred during the cleaning cycle ix. Audit Trail – Only with SaniTrend Cloud CR Insights+ – see section 6.0 x. Cycle Data – raw table of all analog value cleaning cycle data recorded approximately every 6 seconds during the cleaning cycle xi. Approval – area to view existing comments and record new comments for a particular cleaning cycle, along with approval/disapproval input xii. Download – area to download a printable or PDF version of the cleaning cycle report

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d. Cleaning System Data – Cleaning Cycle Reports (Searching)

Note (2a – 2g)

Note (1)

Notes 1. To search/filter for specific cleaning cycles, select “Search” on the sidebar below the cleaning cycle cards.

2. The window is replaced with the search functions – once filtered with the selected value(s), select “Search” or cancel or reset filters. a. Start Date / End Date – a date and time based search filter to search for cleaning cycles ran within a particular timeframe

b. Quick Search – text based search for searching recipe name, comment text, or other filters. c. Recipe Number – search for all cleaning cycles executed with a particular recipe number

d. Cycle Status (All / Cycle Complete / Cycle Aborted) – filter for only completed or aborted cleaning cycles (or “All” for both) e. Cycle Status (All / Alarms / No Alarms) – filter for only cleaning cycles that contained alarms or did not have alarms (or “All” for both) f. Cycle Status (All / Approved / Not Approved / Disapproved) – filter for only cleaning cycles based on their approval status g. Runtime (minutes) – filter cleaning cycles by their total actual runtime in minutes. There are 2 selectable filters:

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“Greater than or Equal To” filter only shows cleaning cycles with times equal to or longer than the inputted value

ii.

”Less than or Equal to” filter only shows cleaning cycles with times less than or equal to the inputted value

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Note (3)

e. Cleaning System Data – Cleaning Cycle Reports (Printing or PDF Saving)

Note (1)

Note (2)

Notes 1. While all the data for a cleaning cycle is online and reviewable in the SaniTrend Cloud user portal, at times it will be desired to physically print or save a PDF version of any cleaning cycle report. To do so, select the cleaning cycle, then select the “Download” tab, then select “Download Print Version” in the middle of the screen. 2. An .html file will download to your local device. Open the file in your browser. 3. On the browser tab, the cleaning cycle report is shown – select the “Print / Save as PDF” button in the upper left of the report to go through your local device’s print dialog where you can print or save the file as a PDF. All the data shown in the SaniTrend Cloud user interface for a report is captured into this multipage printout. Examples cover page and charted analog data pages are shown below:

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f. Cleaning System Data – Cleaning Cycle Reports (Reviewing Interactive Analog Charts)

Note (1a)

Note (1b)

Note (1c)

Notes 1. Analog data such as temperature, conductivity, flow, pressure, or level can be reviewed on their respective tabs. Actual and setpoint data is shown. 2. The data can be reviewed as presented – in addition, several tools are available to assist in data review: a. Point selection – hover over or click on any line and a small popup window of the exact date/time and each analog value is shown b. Zoom in – click and select a window/box and that section is zoomed into. To zoom back out, select the magnifying glass that is shown in the upper right ( ) c. Export Trend Data – in the lower right select “Export Trend Data” to download a .csv file of the analog data charted. Example table is shown below:

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g. Cleaning System Data – Cleaning Cycle Reports (Reviewing Recipe Steps)

Programmed Run Time

Run Time

Notes 1. The specific cleaning cycle recipe steps (aka OpCodes) can be reviewed in this tab. This is useful for a quick overview of actual steps in the cleaning cycle, and a quick glance at what specific steps may have taken longer than anticipated. The following data is presented: a. Step – the step # within the overall cleaning cycle, in sequential order.

b. OpCode Description – the name of the step or OpCode c. OpCode Number – the number of the associated OpCode d. Start / Stop Time – the step’s time that it started and ended e. Run Time – the actual run time of the step or OpCode f. Programmed Run Time – the duration of time that was inputted into the recipe of the program for the step to run

i. IMPORTANT NOTE: Programmed times for steps such as sump/water fills and drains are typically set to a programmed time of “0:01” or less time than actually expected for the step to take, because the end of the step is triggered by meeting a step hold condition (e.g., fill level reached or empty level reached). As such, durations for these steps are expected to be longer than the programmed time. For the impact of this on OEE calculations, please see the Cleaning System Data – OEE section.

2. This data can also be exported to a table – in the lower right select “Export Trend Data” to download a .csv file of the tabled data.

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h. Cleaning System Data – Cleaning Cycle Reports (Reviewing Cycle Events)

Notes 1. The cycle events that occur during a cleaning cycle (such as OpCodes/steps, messages, operator actions, or alarms) can be reviewed in this tab. This is useful for troubleshooting and diagnosing issues that occur during a cleaning cycle such as seeing what operator actions were taken or what events occurred prior to an alarm or aborted cleaning cycle. The following data is presented: a. Description – the event name that occurs. These are classified into 4 categories and color coded per below: i. OpCodes (e.g., Fill Sump – Hot, Pre-Rinse – Heat) ii. Operator Actions (e.g., Start Button Pressed, Manual Mode) iii. Messages (e.g., Temperature Hold, Fill Hold) iv. Alarms (e.g., Low Supply Flow, Low Instrument Air Pressure) 2. This data can also be exported to a table – in the lower right select “Export Trend Data” to download a .csv file of the tabled data.

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i. Cleaning System Data – Cleaning Cycle Reports (Reviewing Cycle Data)

Notes 1. The raw analog cycle data (along with what OpCode number was being run) throughout the cleaning cycle can be reviewed in this tab. This is useful for more in depth troubleshooting and diagnosing issues that occur during a cleaning cycle and seeing exact data values on a shorter (approximately every 6 seconds) timeframe. The following data is presented: a. Timestamp – date/time of the data capture b. OpCode Description – the OpCode name that was active during the capture time c. OpCode – the OpCode number that was active during the capture time d. Analog Values – analog values (actuals and set points (SP)) are shown in separate columns depending on what instrumentation is on the cleaning system 2. This data can also be exported to a table – in the lower right select “Export Trend Data” to download a .csv file of the tabled data.

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j. Cleaning System Data – Cleaning Cycle Reports (Reviewing Comments & Approvals)

Notes 1. All comments that have been submitted by any SaniTrend Cloud user can be inputted and are shown in this tab. In addition, if the logged in user is designated as an “Approver” then they have the ability to approve cleaning cycles here. The following data is presented: a. Current Comments – this shows any existing comment along with the date/time and user that input the comment. This section cannot be edited. b. New Comment – this text box is used to enter in new comments. When text is entered here, the “Apply” button becomes selectable. c. Cleaning Cycle Approval – this dropdown is used to indicate approval, disapproval, or not approved state.

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k. Cleaning System Data – OEE (Overview)

Note (1a)

Note (1d)

Note (1b)

Note (1c.i)

Note (1c.ii)

Note (1c.iii)

Notes 1. The OEE tab for a cleaning cycle shows trending OEE values for all cleaning cycles over a selected time period. The following data is shown: a. The time period duration for which OEE is shown at the top of the screen – this can be changed in the filtering section to the left. b. The average Availability, Performance, Quality, and OEE score for the time period selected is shown. c. The values for each cycle within the time period is charted. This data can be manipulated: i. Grouped or Stacked View – show in a grouped (side by side) or stacked (on top of each other) view

ii. Filter out parameters by clicking on the colored circle next to the parameter name iii. Hover over any bar to see the score and exact date/time of the OEE parameter

d. To see scores associated with the cycle data, select “>>” in the upper left. This will bring open a side bar that shows all cleaning cycles as list for the time period selected, with each OEE parameter shown. To further review the cleaning cycle data, click on the card and a popup window showing the full cleaning cycle report will be shown. The search function to look at specific dates or values is also in this side bar.

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l. Cleaning System Data – OEE (Parameters)

Notes 1. The cleaning system OEE parameters are defined and explained below: a. Availability

i. Answers the question – “How well is my cleaning system being used during planned cleaning time?” ii. Negative impacts to score – Time spent not running the cycle, such as downtime caused by alarms or by operator stops . iii. General Comments – the availability parameter can and should ideally operate near 100%. If running below 100%, investigate what is causing the degradation in score and see if those alarms or stops have a root cause and attempt to resolve. b. Performance i. Answers the question – “Is anything (particularly utilities for the system) slowing down my cleaning cycle speed?” ii. Negative impacts to score – Cycle step holds such as fill holds, empty (drain) holds, temperature holds, conductivity holds, etc. iii. General Comments – the performance parameter is one that based on how Sani-Matic cleaning systems are programed, will often times be closer to a score of 60-80%. This is because programmed times for steps such as sump/water fills and drains are typically set to a programmed time of “0:01” or less time than actually expected for the step to take, because the end of the step is triggered by meeting a step hold condition (e.g., fill level reached or empty level reached) which optimizes cycle time. As such, the performance score will drop due to this programming methodology. The ideal performance score will be different based on the recipe setup. Thus, the key to monitoring the performance parameter is to monitor change over time. If a score of 75% is seen at initial startup and optimization for a recipe, monitor this value over time. If a degradation in score occurs, investigate what steps are seeing larger programmed vs. actual run time differences and perform a root cause analysis. c. Quality iii. General Comments – the quality score is a good “go/no-go” indicator for a good cleaning cycle. If the initial cleaning cycles are verified or validated, and an executed cycle completes and no steps were skipped, critical parameters for cleaning were met and this is a very good indicator that a cleaning cycle was successful. As such 100% scores should be expected for quality. Scores below this are likely indicative of manual intervention (aborted cycles, skipped steps) which leads to an incomplete cycle. i. Answers the question – “How often am I not completing a full cleaning cycle?” ii. Negative impacts to score – Aborted cycles or skipped steps will degrade the score.

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m. Cleaning System Data – Preventive Maintenance Overview

Notes 1. The Preventive Maintenance (PM) area is an area to help predict when maintenance is required for various components within the system. A 0-100% circle chart is shown for each component, which measures the run time or cycle count against a pre-determined set point. The following groups are shown: a. Pumps – The set point for these is defaulted to a run time of 2,500 hours. This run time equates to running for approximately 8 hours per day for 85% of the year. b. Heaters / Fans / Motors – The set point for these is defaulted to a run time of 2,500 hours. This run time equates to running for approximately 8 hours per day for 85% of the year. c. Valves – The set point for these is defaulted to a cycle count of 10,000 cycles. This cycle count equates to the valve actuating approximately 32 times per day for 85% of the year. 2. The defaulted set points are for reference only and equate to approximate times (annually) that PM would typically be required, however PM on components will vary greatly and is highly dependent on operating conditions, operating frequency, process conditions, and utilities. 3. When a PM is done on a valve or pump (e.g., seal replacement), maintenance should reset the count for the components (see below instructions). 4. Premature failures of components should be noted, and the cycle count should be reset to that timeframe 5. The 0-100% counter is segmented into 3 categories of notification:

a. 0% - 70% is shown as green b. 70% - 90% is shown as orange c. 90% - 100% is shown as red (NOTE: Over 100% is simply shown as 100% and that “Preventive Maintenance Required”)

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n. Cleaning System Data – Preventive Maintenance Adjustment

Notes 1. To see the actual cycle count, setpoint value, or manage (reset) the PM counters, click on the applicable component. 2. The cycle count and setpoint values are shown. a. Select “Manage” to edit the setpoint or reset the counters. 3. The PM overview is shown with the following data/actions: a. Current Cycle Count – The current cycle count cannot be edited as this is data from the system. b. Current Setpoint – this can be edited if desired which will adjust the PM % value c. Reset PM Counters – clicking this button will take the current cycle count back to 0 and should be done if a PM is performed (e.g., valve seal change) on the component d. Cancel – cancels and exits. e. Apply – select if changing the current setpoint and wanting the value to update. Note (2) Note (3)

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o. Cleaning System Data – Data Trending

Note (2)

Note (3)

Note (4c)

Note (4b)

Note (4a)

Notes 1. The Data Trending section is similar to the analog charts (see Cleaning System Data – Cleaning Cycle Reports (Reviewing Interactive Analog Charts)) function but is not specific to any single cleaning cycle and can be viewed for any timeframe. 2. Select the properties for viewing on the left side bar – multiple properties can be compared and can be filtered for searching. 3. Filter the start time and end time for data viewing. 4. T he data can be reviewed as presented – in addition, several tools are available to assist in data review: a. Point selection – hover over or click on any line and a small popup window of the exact date/time and each analog value is shown b. Zoom in – click and select a window/box and that section is zoomed into. To zoom back out, select the magnifying glass that is shown in the upper right ( ) c. Export Trend Data – in the upper right select “Export Trend Data” to download a .csv file of the analog data charted.

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p. Cleaning System Data – Event Log

Note (3)

Note (2)

Notes 1. All events can be viewed (don’t check any events) or select the specific event(s) for viewing on the left side bar –a filter exists for finding the events to filter. 2. Filter the start time and end time for data viewing. 3. T he data can be reviewed as presented or can be exported into a .csv file: a. Export Events – in the lower right select “Export Trend Data” to download a .csv file of the analog data charted. Note (4a)

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q. Cleaning System Data – System Alerts

Note (3)

Note (4)

Note (2)

Notes 1. The Alert History section shows a history of alert notifications that occur if enabled (see Facility Page – System Alerts (Add New Alert) and Facility Page – System Alerts (Edit Existing Alerts) for more information on alerts). a. NOTE: These alerts occur if enabled, regardless if user(s) are subscribed to SMS or email notifications 2. Filter by start time and end time to narrow down the time frame of searched alerts. 3. Search for specific names, descriptions, or other criteria within the table. 4. Select “Export Alert Data” to download a .csv file of the data.

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r. Cleaning System Data – Documentation

Notes 1. The Documentation section shows the web references and files related to the system. See the Facility Page – System Documentation for information on managing the documentation and web links attached to a particular system.

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s. Cleaning System Data – Connection Status

Notes 1. The Connection Status section shows information related to the connection of the system to the SaniTrend Cloud network. This includes: a. Edge Device Connection – the industrial connection Thing in ThingWorx

b. SaniTrend Watchdog – watchdog bit on the cloud side (as monitored by the PLC) c. PLC Watchdog – watchdog bit on the PLC equipment side (as monitored by the cloud) d. Watchdog Alarm – duration alarm of the PLC watchdog (as monitored by the cloud) e. Hostname – computer name running the Kepware within the control panel f. ProductName – software being run (i.e., Kepware) g. ProductVersion – version of the software being run h. FullProjectName – full path location of Kepware project file i. ProjectName – file name of Kepware project file j. ProjectTitle – Sani-Matic job # and system name of automated cleaning system (e.g., CIP or SaniCab) k. ClientCount – connected OPC clients l. StoreAndForwardEnabledStatus – store and forward status m. ForwardModeStatus – shows whether store and forward status is active

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Notes 1. The Connection Status section shows information related to the connection of the system to the SaniTrend Cloud network. This includes: a. DatastoreCurrentSizeMB – current size of stored data not yet forwarded

b. DatastoreUseableDiskSpaceMB – total available disk space c. DatastoreRemainingSpaceMB – total useable disk space d. DatastoreAttachError – shows whether an error has occurred e. DatastoreFull – indicates when total useable store and forward space is used (full) f. DatastoreDiskFull – indicates when total useable disk space is used (full)

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Notes 1. The Connection Status section shows information related to the connection of the system to the SaniTrend Cloud network. This includes:

a. isConnected – connection is present to the cloud b. isReporting – dataflow is present to the cloud

c. UpdatesPerSecond – number property updates being sent per second d. StoredUpdateCount – number of property updates being stored e. DroppedUpdates - number of property updates that did not get sent to the cloud f. ActiveTagCount – total number of properties that are connected g. TotalTagCount – total number of properties h. IndustrialThingCount – number of SaniTrend Cloud connected systems used by the Kepware software

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5. Facility Page a. Facility Page – Overview

Note (1)

Note (2)

Notes 1. On the main login page, select your companies “Facility Page” to see an overview page for user and system administration. 2. The facility page includes areas for the following: a. User Administration i. Review user setup on SaniTrend Cloud under your facility and add additional or manage existing users (Admins Only) b. System Alerts i. View/add/edit System Alerts (includes email and SMS text notifications) c. System Properties i. This section is only available for Administrators ii. Change your System Name iii. Edit property ranges or units, or add descriptions to properties d. Documentation i. This section is only available for Administrators ii. Review existing system documentation supplied by Sani-Matic, review online information relevant to your system iii. Add new documents or links related to your system or facility

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b. Facility Page – User Administration (New User)

Note (1b)

Note (1a)

Notes

1. Adding a New User

a. Click “Add New User” b. Fill in the necessary information and click “Create User” once ready. i. Username

1. Used to login. We recommend using “first name.last name” as the username.

ii. First and Last Name iii. Mobile Phone Number for SMS Alerts (Optional) 1. Used for SMS text system alerts iv. Email Address

1. Used for password resets in addition to email system alerts

v. Administrative Privileges 1. Select to make user an administrator (able to add and manage users, create system alerts) vi. Cycle Report Approver 1. Select to make user have ability to change the approval status of the cleaning cycle reports

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c. Facility Page – User Administration (Edit Users)

Note (2)

Note (1)

Notes 1. Select an existing user in the dropdown menu. 2. Update the required information of the user.

a. NOTE: Users cannot be deleted, only disabled. b. Click “Update User” to save changes or “Cancel” to exit without saving.

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Note (1)

d. Facility Page – System Alerts (Add New Alert)

Note (3)

Note (3a)

Notes 1. To add a new alert, click on “Add New Alert” after selecting a system. 2. Alerts are associated with any property data from the system – if something happens on the system, an alert can likely be tied to it. Sani-Matic will pre-load several common alerts but any custom alerts can be added. There are various types of alerts – some of the most common are: a. Analog Value Alerts i. Selecting analog values like temperature or conductivity can alert you when a value is below or above a certain value b. Event Alerts i. Event alerts can notify you of any event that occurs on the system, such as when a certain OpCode (Step) occurs, when a certain alarm occurs, when operators press certain buttons like “abort”, when hold values occur, or when cycles start/stop or are aborted. c. PM Alerts i. Preventive maintenance alerts can be setup so that you are notified when you are close to hitting your setpoint value on a component with a PM tracker. We recommend setting the PM value (e.g., “Cold Water Valve Cycles SP”) to 80-90% so that 3. Setup the alert by selecting a property to alert and entering in an “Alert Name”. a. NOTE: If the “Event” property is selected, the “View Event Table” pops up and you can see what the event # is for any event. The event # is needed for entering for alerting, so save the event # for the event you want to alert off of.

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