Claros Collect Getting Started Guide

Transcription

1 Claros Collect Getting Started Guide Version Date /31/ /1/2018

2 Table of Contents Introduction to Claros Collect... 3 Technical Requirements for Claros Collect... 3 Getting Started:... 4 Login:... 4 Toolbar and Navigation... 6 Plant Setup... 7 Using plant setup... 9 Using Limits Level Collection Method Totalizer Collection Method Plant Setup Tips Adding Users Create a bench sheet Using your custom Bench Sheet: Editing existing custom Bench Sheet Enter data Create a graph Create a Spreadsheet Relocate MSM data in your plant... 32

3 Introduction to Claros Collect Hach Claros Collect enables you to enter field data with ios, Android native apps or through a web browser. Data is entered and saved to the Hach Cloud. When using the native apps, data can be collected when off-line and will be sent to the server when device is connected. Use this guide to get started with Claros. If you do not have a Claros account, and are interested in learning more, please visit: Technical Requirements for Claros Collect Mobile ios Download the app CLAROS COLLECT from the Apple App store Requires ios 11.0 or greater Mobile Android Download the app CLAROS COLLECT from Google Play Requires Android 5.0 or greater Compatibility Compatible with any mobile device with a supported web browser Web Browsers We support the current and previous releases of Google Chrome, Safari, and Microsoft Edge desktop browsers. Water Information Management Solution (WIMS) *(NA only) WIMS version or later WIMS Q14412 Claros Interface v1.0.2 or later

4 Getting Started: Login: A Hach representative will you a link to ACTIVATE YOUR ACCOUNT. Click the link, then follow the instructions to set up your user account. HINT: YOU MUST active the account within 24 hours or the link will expire. Usernames have restrictions. You cannot use your first name, last name, or your address. Usernames must be 6 characters or more. This is due to privacy and security rules (e.g., it is easy to guess a username if your name is used, then jsmith@town.com could work everywhere). Here are some suggestions: Name with vowels removed - scttdrnr Initials with a favorite number spd3637 After setup of the first username/account use the following links to log into Claros: North America: Europe: HINT: Bookmark the appropriate link above. When you set your bookmark, you may need to edit the link if you are redirected. Your bookmark link needs to be exactly as shown above. Upon login, the Claros Landing Page will be displayed. It allows you to select your application type. Choose the appropriate application. In this example, we will use Wastewater:

5 Enter your plant name and click CREATE. You will be taken to plant setup.

6 Toolbar and Navigation Click to display menu: Display of current plant. Click to select or add a different plant. Display of current user. Click to view/edit profile, get help, or Logout. Click to switch application. Device Management is only displayed if you also have an Instrument Management/MSM subscription.

7 Plant Setup Plant setup consists of listing what we want to track (i.e. enter data for). We call these Location:Parameters. Claros organizes the list of Location:Parameters in a fixed tree (hierarchy) with the following parts: Plant (Operation) Process (System) The data collection is organized by process. Locations (Sample Point/collection point/collection type) Parameters (what is being tracked; e.g., ph, Turb, flow, etc.) Depending on the situation, you may use these in different ways. Example Wastewater Layout: My WWTP Plant Influent Process Operator Grab - Location Dissolved Oxygen Parameter ph Water Temperature Lab Sample - Location BOD TSS Ammonia Online Meters Flow Dissolved Oxygen ph Aeration Process Summary Location F/M Ratio Parameter SRT AB#1 Online Meters Dissolved Oxygen Parameter ph Water Temperature AB#1 Operator Spot Check Dissolved Oxygen Parameter ph Water Temperature Only LOCATIONS can have parameters. For example, if you have a process called Aeration and you have summary parameters, those parameters would have to be placed in a location called summary. The parameters are chosen from a library. New parameters cannot be added at this time through the App. When a parameter is not in the library: Request a new parameter through Hach Technical Support: North Americal call , then press 2

8 EU call your regional Hach Tech Support. Note: New parameter requests can take up to two weeks and are not always granted. There are two types of parameters numeric entry and text selection: Numeric entry: Allows any numeric value to any decimal places to be entered. DOES NOT ALLOW DATA QUALIFIERS (e.g., <2 cannot be entered). Text selection parameters allow the users to pick a value from a pre-defined list: Condition: Full, Half Equipment State: On, Off, Hold Equipment Status (PBC): In-Service, Out of Service, Needs Maintenance Equipment Status (Manteca): In-Service, Out of Service, Needs Maintenance Process Observed: Yes, No Process Status: Online, Offline Value State: Open, Closed Example of Process Status: Data collection is organized by process (e.g., a process is a form). For example, when collecting data the user will be presented with a list of processes (Influent, Aeration, Effluent, etc.). When Influent is selected, all the locations with their parameters will be displayed for data entry. Custom Bench Sheets can be defined allowing you to setup data collection with parameters from different locations in any order.

9 Using plant setup 1. On initial startup will be directed to Plant Setup Automatically after naming your plant. If you need to get back to Plant Setup, go to Manage>Plant Setup on the menu. 2. Add a process. Example: Influent Click + Add process Enter Process Name Click Select and pick the Process Type from the List Click SAVE

10 3. Add a location/sampling point to the process: Click + Add location Enter Location Name Click SAVE

11 4. Add the parameters to the location: Click + Add parameter Parameter: Click Select and scroll to the parameter. Note: Remember a parameter may be named differently then you are used to. Example: The parameter list has Sludge Blanket, not Blanket Depth. If a parameter is listed twice, it means that this parameter has different units. For example, Dissolved Oxygen is in mg/l and % Sat. Display Unit: This will be defaulted to the most common unit for the parameter. Click on the Unit to choose from the list. For example, if pressure is selected as the parameter, then the display unit will be set to hpa. If you track Pressure in PSI, click on the Display unit (hpa) to choose your units. Chemical Form: Optional. You can select a chemical form to further define the parameter. Collection Method - Limits/Level/Totalizer: Options for data entry. Limits allow you to provide warning/alarm limits on data values. Level sets the parameter to be entered as a chemical level with calculations for usage. Totalizer sets the parameter to be entered as a runtime, ETM, or flow totalizer with calculations of usage. See below for details on each type. Click SAVE

12 Using Limits Limits warn users when entering data the value is out of range. Also, out of range values are flagged on Spreadsheets. Field Low Alarm Description The low alarm value warns you when a value is at or below the low alarm limit. Alarm values are marked in red. Low Near The low near alert warns you when a value is approaching the low alarm limit. For example, the ph low alarm is set to 6 and low near alarm is set to 6.3. If you enter a value of 6.15, this is past the low near alarm, but not the low alarm. It will warn: High Near High Alarm The high near alert warns you when a value is approaching the high alarm limit. The high alarm value warns you when a value is at or above the high alarm limit. Alarm are marked in red.

13 Level Collection Method Level Collection Method is used to enter chemical tank levels. In Parameter Setup click the Level Tab: Click Level Tab Set the maximum level in the tank in the parameter units Sets the precision of the entry. When on, entry is done be dragging a visual indicator to the tank level. When off, users enter the numeric value. Show as fluid visually displays the tank level as a liquid instead of a flat line. Level Increment Sets the step change when dragging the visual indicator.

14 Example with Approximate Level Off:

15 Totalizer Collection Method Totalizer Collection Method is used to enter values from runtime, ETM, and flow totalizers. In Parameter Setup click the Totalizer Tab: Click Totalizer Tab Set total number of digits on the meter (before and after decimal point) Sets the precision of the entry.

16 Plant Setup Tips You now have one process/location/parameter setup. You will need to repeat these steps to complete your plant setup. NOTE: Organizing your plant layout can take some trial and error as you discover the best way to organize your data. Be aware that once data is entered for a parameter the Location parameter CANNOT BE DELETED. Therefore, as you are first setting up your plant it is suggested that you do not enter data until you are sure you have the layout correct.

17 Adding Users Select the Display Menu button and go to Manage > Users: Click Add and enter user information. Check the Roles to setup what the user can do. Roles: Administrator Can Manage (add/edit/delete) users. Can collect and review data values. Can edit / delete existing data values via the spreadsheets. Basic Can collect and review data, but they can not edit exisiting data values. Can setup their own graphs and spreadsheets for review of data values. Click SAVE. The new user will receive an with 24 hours to setup his/her account. You can see the status of user invitations in the right column:

18 PENDING: has been sent and the user can still activate account by following link in the . ACTIVE: User has setup his/her account. INVITE EXPIRED: User did not activate account within 24 hours. Click the specific user to resend the invite.

19 FAQ: How many user accounts can I setup? You can have as many user accounts as you want. They can be internal or external to your organization. What do I do if I forget administrator account information? Just like any other user, the administrator can receive help to recover their username and/or password at the login page. If the administrator is no longer available (e.g., left the company) and you do not have acccess to their , please contact Hach Technical Support ( , press 2 or iimsupport@hach.com). For this reason, we strongly recommend to have at least 2 administrator accounts. What happens when a user account gets locked out (due to 5 number of login attempts) When a user account gets locked out, all administrators receive an and can reactivate that user account. The locked out user can also request a password reset via at the Login Screen. What happens if a user account needs to be removed? When a user account needs to be removed, you can remove the user account through user management. You cannot delete the user account if they have entered any data value (so an Audit Trail of the data value can be maintained). However, you can deactivate a user account so they can no longer login.

20 Create a bench sheet A bench sheet is a data collection form. Claros automatically sets up a bench sheet for each Process created in Plant Setup. However, you can create a custom bench sheet with parameters from different process/locations and set the order of collection to match your workflows. Add a Bench Sheet: Navigate to Data>Collect. On the Collect page, click the gray +ADD button (above the bench sheet list).

21 On the right side of your screen, you should now be able to enter the name of this bench sheet. In the example below, we named the bench sheet Influent West. Next click the gray +ADD button below the name cell.. Select your process, location and parameters. Note: You may select multiple parameters within the Location. You may select parameters only after a Process and Location have been selected. You can add more parameters to the bench sheet by clicking the +ADD button again and following the same process. To rearrange the columns in the spreadsheet, click the and drag to the spot in the list. When you are finished configuring the bench sheet, click the blue SAVE button.

22 Using your custom Bench Sheet: Scroll through the bench sheet list to find your new bench sheet. Click on the name of the new bench sheet, in this case Influent West, and see the new entry form on the right. Entry form is displayed on the right. Editing existing custom Bench Sheet With the form displayed, click the button in the top right corner of the screen and select Edit.

23 Enter data Pick the location (a.k.a., Bench Sheet) in this case. Choose the date and time (default = current date/time). NOTE: By default data is saved in the current time, therefore you only need to pick a date/time when entering historical data. Enter a value. Click Show Recent to see last 10 values, with the ability to load more. Click Add Note to add a comment to the data point (a WIMS Result Comment). Enter Observations (optional), which can be imported to WIMS logbook. Hint: When using the Collect native app (ios or Android) you can add observations via voice recording) Click SAVE.

24 Importing Data Data can be imported from an Excel Spreadsheet (.xlsx or.xls). It allows any date range of data for a single parameter to be imported. Creating the Template: Choose Data>Import from the menu Select your process, location and parameters. Click the CREATE TEMPLATE button Click the Download the data upload template and the file will be created in your default Download location.

25 Example File: HINT: It is not required to download a new template every time you want to upload data. The Template can be reused for the selected or any other parameter. Entering Data in Template Set the Format of Column A to yyyy/mm/dd hh:mm:ss

26 Enter in the data, add any notes and Save the file.

27 Import the data: Click in the box and browse to the file. Data will be imported and any messages will be displayed. Data is now available in Spreadsheets and Graphs.

28 Create a graph Graphs are specific to the user. Each user sets up their graphs. Up to 4 location parameters can be placed on a graph. 1. Navigate to Data>Graphs. 2. Click + ADD GRAPH. 3. Enter a name for the graph. 4. Click +Add Parameter. Choose your process, location, parameter. Note: Process and location must be selected prior to parameter selection:

29 Controls for a graph Check to set the primary line. Primary line Location Parameter is shown at bottom of the graph. Settings Change Location/Parameters shown on graph or delete graph. + zoom in (monthly to daily to hourly to minutely) - zoom out (minutely to hourly to daily to monthly) Click on a date to see the current value. Zoom in will zoom to selected date. Scroll back. > scrolls forward

30 Create a Spreadsheet Spreadsheets give you a tabular view of your data values and allows you to browse your data. If you are an admin, it allows existing data to be edited/deleted. Spreadsheets are specific to the user. Navigate to Data > Spreadsheets. Click +ADD Enter the name for the graph Click +ADD Choose your process, location, parameter. Note: Process and Location must be selected prior to parameter selection.

31 Use the < Previous and Next > buttons to scroll between months. Buttons allow you to zoom in or out on the data: View Year will display monthly averages of the data for a calendar year View Month will display daily values/averages by day. View Day will show daily values/averages by hour. View Hour will show values by minute Settings allows you to edit the spreadsheet (i.e. change name, rearrange columns, add and delete Location: Parameters from the form. Click the bar to expand or contract the Details panel. Allows you to view audit history, see notes, and see detail values (i.e. the values making up the average) for the currently selected value. If you are an Admin, Details also allow you to edit/delete the data. Data outside of range will show a red bar for outside alarm levels or a yellow bar if outside the near alarm levels.

32 Using Claros MSM with Collect Claros Instrument Management Mobile Sensor Management (MSM) allows you to be connected to your Online Sensors via any web connected device. See real time and historical data from your online sensors Displays Maintenance and Calibration status Step by Step instructions for Calibration/Maintenance Tasks You can relocate your MSM data into Data Management/Collect. This allows you to see your Laboratory and field collected data side by side, through spread sheets and trend data via graphs. Data relocation This capability will allow you to move data associated from any of your MSM connected sensors to the plants they belong to. With your MSM + Collect subscription, once you log in, the Main Navigation will show the following options: You MSM Data resides in the Device management application by default. Each Application contains specific measurements for you to create your own personalized plant. You can also move data from the Device Management app to any of those applications. Thus, giving you the capability of centralizing and visualizing your data. Click on Device Management, to begin the data relocation process.

33 Data Relocation Steps: Navigate to Manage > Plant Setup Click on Devices and click then Sensor to relocate (Anise in example above). The menu will be displayed, click on it and choose Relocate. Choose the Plant Choose the Process Click Save Make sure that the MSM device data has successfully relocated into your plant. Navigate to the plant you assigned the probe/instrument and parameters into, then go to Plant setup on the left side of the screen. Click Process > Location to expand the data tree to view the probe/instrument information. Now that the MSM device data is in your plant, you can add this data into a graph or spreadsheet.

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