SaniTrend® Cloud Cleaning Reports (CR) Essentials
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. SaniTrend Cloud Online Portal ............................................................................................................................................................................................................................... 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. System Pages ........................................................................................................................................................................................................................................................ 13 a. System Page – Overview ...................................................................................................................................................................................................................................... 13 b. System Data – System Status ............................................................................................................................................................................................................................... 14 d. System Data – Cycle Reports (Overview) ............................................................................................................................................................................................................. 15 e. System Data – Cycle Reports (Searching) ............................................................................................................................................................................................................ 18 f. System Data – Cycle Reports (Printing or PDF Saving) ........................................................................................................................................................................................ 19 g. System Data – Cycle Reports (Reviewing Interactive Analog Charts) ................................................................................................................................................................ 20 h. System Data – Cycle Reports (Reviewing Comments & Approvals) .................................................................................................................................................................... 21 i. System Data – Data Trending .............................................................................................................................................................................................................................. 22 j. System Data – System Alerts ............................................................................................................................................................................................................................... 23 k. System Data – Documentation ............................................................................................................................................................................................................................ 24 l. System Data – Connection Status ........................................................................................................................................................................................................................ 25 5. Facility Page ......................................................................................................................................................................................................................................................... 26 a. Facility Page – Overview ...................................................................................................................................................................................................................................... 26 b. Facility Page – User Administration (New User) ................................................................................................................................................................................................. 27 c. Facility Page – User Administration (Edit Users) ................................................................................................................................................................................................. 28
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d. Facility Page – System Alerts (Add New Alert) .................................................................................................................................................................................................... 29 e. Facility Page – System Alerts (Edit Existing Alerts) ............................................................................................................................................................................................. 31 f. Facility Page – System Properties (Change System Display Name) .................................................................................................................................................................... 32 g. Facility Page – System Properties (Update Property Data) ................................................................................................................................................................................ 33 h. Facility Page – System Documentation ............................................................................................................................................................................................................... 34 i. Facility Page – Global Documentation ................................................................................................................................................................................................................ 35 6. Support ................................................................................................................................................................................................................................................................. 36
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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 Essentials product tier.
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. SaniTrend Cloud Online Portal 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 / Online b. Grey + White Striped = System Stopped / Disconnected c. Blue = Facility Page 2. System operating status is also shown on the map pins (along with indication of facilities)
a.
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d. Overview Page – System Card Notifications
Digital Process Recorder DPR Charts 987654
Note (1)
Notes 1. Notification icons will appear at the right side of the system card signaling certain events associated with that system:
a.
= system is disconnected from SaniTrend Cloud
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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. CR Essentials gadgets are limited to the data being pulled from the system. 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 assets (e.g., all temperatures) b. Group all information for a single asset (e.g., all data from one asset) 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. System Pages a. System Page – Overview
Note (2)
Show SaniCab®
SaniCab®
P335
Cycle Reports
Notes 1. After selecting the system, the 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 Display Name – the name assigned to the system (see Facility Page – System Alerts (Change System Display Name) for instructions for changing this) b. System Name – This will show the Sani-Matic system name. Note (3)
c. Model Number – This will show the Sani-Matic system’s model number. d. SMI Number – the unique job number assigned to the Sani-Matic system. e. Status – the current status of the system. Status is one of the following states:
i. Running ii. Stopped iii. Disconnected 3. Sections that can be selected for the system include:
a. System Status ( default view ) – A quick overview of current key system data b. Cycle Reports – Review, comment on, and approve all cycle data and reports from the system c. Data Trending – Review past analog data for the system (independent of cycle reports) d. System Alerts – Review alert notification history for the system e. Documentation – Review system links and documentation (see Facility Page – System Documentation and Facility Page – Global Documentation for more information) f. Connection Status – See current connection status data
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b. System Data – System Status
c.
Remaining
Notes 1. The System Status page contains a quick overview of current system data values, including: a. Cycle – Shows the name of the current recipe (if setup). b. Analog Data – Shows up to all eight (8) analog value tag names, values, and units c. Digital Data – Shows up to all twelve (12) digital value tag names and status (on/off) i. NOTE – grey button is “OFF”, while a blue shaded button is “ON”.
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d. System Data – Cycle Reports (Overview)
Run Time
Note (3)
Note (2)
Notes 1. The Cycle Reports tab contains all cycle information for cycles ran from the system. 2. The tab on the left that shows immediately contains each cycle ran in the filtered search criteria. By default, the last 7 days of cycle reports are shown. This can be hidden or shown by selecting the “<<” or “>>” icon on the tab. 3. Each 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: 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. For recipes over 8 hours long, 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.
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Notes 1. The remaining area includes the following sections:
a. Top Header – general information specific to this cycle. i. Cycle ID – the unique ID for the cycle that was ran. ii. Recipe – the cycle/recipe name that was ran for this cycle (NOTE: This is enabled if Recipe Name Virtualization is setup – see Facility Page – System Properties (Data Acquisition Configuration)).
iii. Approval – the approval status (not approved, approved, disapproved) of the cycle. iv. Start & End Time – the local date and time that the cycle started and ended. v. Run Time – the actual run time of the cycle (includes durations of stopped or alarmed periods, system holds, etc.).
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Note (1a)
Notes 1. The remaining area includes the following sections: a. Bottom Header – Cycle data specific to this cycle in tabs (NOTE: not all tabs may show if not applicable to the configured system. Process data is pulled and sorted automatically based on the Tag Name – see Facility Page – System Properties (Update Property Data) for information on naming)
i. Temperature – interactive analog chart that shows all temperature analog values for the duration of the cycle ii. Conductivity – interactive analog chart that shows all conductivity analog values for the duration of the cycle iii. Flow – interactive analog chart that shows all flow analog values for the duration of the cycle iv. Pressure – interactive analog chart that shows all pressure analog values for the duration of the cycle v. Level – interactive analog chart that shows all level (e.g., tank, sump) analog values for the duration of the cycle vi. Approval – area to view existing comments and record new comments for the selected cycle, along with approval/disapproval input vii. Download – area to download a printable or PDF version of the cycle report
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e. System Data – Cycle Reports (Searching)
Note (2a – 2g)
Note (1)
Notes 1. To search/filter for specific cycles, select “Search” on the sidebar below the 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 cycles ran within a particular timeframe b. Quick Search – text-based search for searching recipe name, comment text, or other filters. c. Cycle Status (All / Approved / Not Approved / Disapproved) – filter for only cycles based on their approval status d. Runtime (minutes) – filter cycles by their total actual runtime in minutes. There are 2 selectable filters:
i.
“Greater than or Equal To” filter only shows cycles with times equal to or longer than the inputted value
ii.
”Less than or Equal to” filter only shows cycles with times less than or equal to the inputted value
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Note (3)
f. System Data – Cycle Reports (Printing or PDF Saving)
Note (1)
Note (2)
Notes 1. While all the data for a 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 cycle report. To do so, select the 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 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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g. System Data – 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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h. System Data – Cycle Reports (Reviewing Comments & Approvals)
Notes 1. All comments that have been submitted by any user can be inputted and are shown in this tab. In addition, if the logged in user is designated as an “Approver” then they can approve 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. Approval – this dropdown is used to indicate approval, disapproval, or not approved state for the selected Cycle Report.
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i. 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 function within the Cycle Reports tab but is not specific to any single 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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j. 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 of 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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k. 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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l. 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. PC Watchdog – watchdog bit on the PC side (as monitored by the PLC)
c. PLC Watchdog – watchdog bit on the PLC equipment side (as monitored by the cloud) d. PLC/PC Watchdog Alarm – duration alarm of the PLC watchdog (as monitored by the cloud)
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5. Facility Page a. Facility Page – Overview
Note (1)
Note (2)
Notes 1. On the main login page, select your company “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 for 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 Data Acquisition Configuration iv. Edit tag names, 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. Sani-Matic recommend using “first name.last name” as the username. a. IMPORTANT NOTE: Username is case sensitive. 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 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. To delete a user, uncheck “Enabled”. Shortly after saving/updating, the user will be deleted. 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)
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. Digital Value Alerts i. See when a digital value is triggered (True / On / 1). 3. Setup the alert by selecting a property to alert and entering in an “Alert Name”.
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Note (1)
Notes 1. Once the “Alert Name” is entered, the remaining fields will pop-up. a. “Alert Description” – Enter a longer description for the alert
i. NOTE: The longer description will show up in email notifications but not in SMS text notifications. b. “Alert Priority” – Select a priority score (1-10, with 1 being highest priority). This is for reference only. c. “Alert Type” – choose “Above”, “Below”, “EqualTo”, or “NotEqualTo” based on the property selected and the alert desired. i. NOTE: For event type alerts, choose “EqualTo” and enter in the Event #. d. “Alert Setpoint” – Enter in the value based on the property selected and the alert desired. i. NOTE: For event type alerts, enter the Event # previously looked up in the Event Table. e. “Include Setpoint in Alert” – Check if you want the setpoint included in the alert. i. NOTE: For event type alerts, check this box f. “Alert Enabled” – Keep checked to enable the alert.
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Note (2)
Note (3)
e. Facility Page – System Alerts (Edit Existing Alerts)
Notes 1. The alert table shows alerts that have been created for the selected system. Once an alert has been created, the Name, Property, and Type cannot be changed. The following fields can be changed by clicking on the table/alert: g. “Description” h. “Setpoint” i. “Include Setpoint” i. Include the value of the setpoint in the range j. “Priority” i. 1 = Highest, 10 = Lowest a. “Enabled” – this disables or enables the alert for all users. i. NOTE: Only system administrators can enable and disable an alert. b. “Email Me” i. Checking this box enables email alerts to the user for the specific alert. c. “Text Me” i. Checking this box enables SMS text alerts to the user for the specific alert.
2. Alerts can be deleted by selecting the alert row and selecting “Delete Selected Alert”. 3. Once the necessary changes have been made, select “Apply Changes” to save your updates.
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f. Facility Page – System Properties (Change System Display Name)
Note (1)
Note (2)
Notes 1. To change a system’s display name, use the dropdown to select a system and click “Change System Name”. 2. In the popup window edit the “SaniTrend™ System Name” field to the display name you want and click “Change Display Name”. a. This display name will show up on the cycle cards, cycle reports, etc. b. NOTE: The Sani-Matic job number is unique to the system and cannot be changed.
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g. Facility Page – System Properties (Update Property Data)
Note (3)
Note (4)
Note (2)
Notes 1. Property Data is the term for the analog and digital values collected by the system. 2. Tag Name is the primary name of the process value. IMPORTANT NOTE – For CR Essentials, the tag name decides what tab to put the data in for the cycle reports. If the tag name does not contain any of the below text, it will not show up within the cycle report. a. “TEMP” – shows up in the “Temperature” tab b. “COND” or “_pH” or “pH” or “Volume” – shows up in the “Conductivity” tab c. “FLOW” – shows up in the “Flow” tab d. “PRESS” – shows up in the “Pressure” tab e. “LEVEL” – shows up in the “Level” tab f. IMPORTANT NOTE: Contact Sani-Matic if you have other properties not within the above parameters. 3. The units and min/max values for the properties are setup to be per system design at time of shipment (if this information is provided), but they can be modified here as needed. 4. In addition, description text can be added that will show up for any additional details (e.g., tag #) desired to add to the system property. 5. NOTE: Property data cannot be added. When finished with updates, select “Apply Changes” to save.
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h. Facility Page – System Documentation
Note (1b)
Note (1a)
Notes 1. The System Documentation selection contains all links and files associated with the system. Sani-Matic will include associated links (e.g., videos, technical datasheets) and associated documentation files if part of a Sani-Matic system (primary turnover package documentation like programming/electrical/mechanical drawings, bills of materials, recommended spare parts, etc.) with each system. a. View existing files or links by selecting the “view” tab for a particular file or link. The link will open in a new window, or the file will be downloaded for viewing. b. Add new links or files through selecting either the “Add Link” or “Choose File” and “Upload” buttons. A description for links can also be added. i. NOTE: The “AR” (Augmented Reality) link checkbox is not supported currently.
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i. Facility Page – Global Documentation
Notes 1. The Global Documentation allows for adding links and files that can be seen/accessed across all SaniTrend Cloud assets under your facility account.
2. Addition of web links and files is similar to System Documentation. 3. Web Links can also be grouped together (e.g., grouping all SSOP’s).
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6. Support
For troubleshooting, questions, or comments please use the “SaniTrend Cloud Support Request” feature accessed by clicking on your login name (see section 2.b for more information on how to access this) and selecting “SaniTrend Cloud Support”.
A new window will pop up (shown below) where you can select your category of support, detail out the request, and send in the request.
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Alternatively, you can contact Sani-Matic directly at:
sanitrendcloudsupport@sanimatic.com
Questions can also be directed to Sani-Matic through the following contact information:
Sani-Matic, Inc. 2855 Innovation Way Sun Prairie, WI 53590 www.sanimatic.com (p) 800-356-3300
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