OIL COMMANDER MODULE CUSTOMER USER GUIDE

Transcription

1 OIL COMMANDER MODULE CUSTOMER USER GUIDE

2 Overview This document is an introductory guide to Infotrak Oil Commander Module. Contents include: Overview of the oil sample laboratory process. A summary of Oil Commander options available to the customer. Connecting to Infotrak Oil Commander Module. More in depth look at the screens available to the customer through the Oil Commander module.

3 Fluid Sample Process Overview An explanation of the laboratory process: You send in your samples with hand written labels (tickets) to the laboratory. The labels (tickets) can be printed from the Print Labels screen in Oil Commander removing the need for hand writing them out. When the samples reach the laboratory, they are registered and tested. An Interpreter analyses and evaluates the sample test results, looking at previous samples from the same machine / system, interprets the results and then releases them to the web (and customer). A sample report is then sent via or hard copy to the customer contacts already set up to receive reports for that particular customer / Job Site or machine. The sample record becomes visible to you in O/C screens: Oil Analysis, Data Export, Management Reporting. Various other screens in O/C then provide you with options for further analysis and recording further actions taken per sample. NOTE: You can view the progress of your sample in the laboratory from the O/C screen Track Your Sample. Access upon request only call us for advice on , option 3.

4 Oil Commander Customer Menus

5 Connecting to Oil Commander Connect to the Internet Launch the web site it.co.uk Enter your user credentials in the User Name and Password fields Click the Login button. NOTE: Oil Commander is compatible in Internet Explorer 7 and 8. However, Internet Explorer 8 needs to be used in compatibility mode. Tools Compatibility View Settings Display all websites in Compatibility View

6 Oil Commander The first time that you access the site, there will be a disclaimer you should read and agree to. Following this, the Oil Analysis screen will open and the disclaimer will not appear again.

7 Oil Analysis The Main Oil Analysis screen allows you to maintain and monitor the condition of each sample in the system. You can filter the search by selecting search criteria from the fields in the Equipment Selection section. You can also pick a column by which to sort the results: select whether to sort ascending or descending.

8 Oil Analysis Search Results Sample Evaluations are colour coded: Further colour coding and underlining is used when the status changes. For example, light blue when status Confirmed, purple when the status of the sample is Action Taken.

9 Oil Analysis Search Results Search results can be displayed using different options (limited by date range): Label: Displays up to the last 1 4 Oil Commander sample barcode numbers for the compartment, if barcode sample registration was used. Date: Displays the date that the sample was taken / interpreted (based on option selected). Meter: This is the meter reading for the last 1 4 samples within the search date range. Lab No: Displays the unique sample laboratory number. Date Diff: Displays the number of days between samples. Meter Diff: Displays the Service Meter units (km/hrs) difference between samples. Comp.: Displays component life details and warranty status of the components.

10 Sample Sub Menu Options left click on a sample evaluation to display the sub menu (Note: Backlog is not covered here as it is part of the Components Module and not Oil Commander ) Details: displays SOS summary report in a new window. Full History: Displays historical sample details for a component. Action Taken: Record a note against a sample, confirm a sample, and/or mark the sample as problem solved. Message: Send an regarding the sample, view message history. Graph: The history of sample results can be viewed graph format in this screen. Print Details: Formats sample report to print Select Print Labels: Opens a new screen to print labels for a new sample. Model Comparison: Compare compartment performance across a customer's machines of the same Model. Sample Images: View, edit, delete and attach images and documents to samples.

11 Details Select Sample Number: Click Sample Number to access prior samples. Clicking the links will open the relevant screens. PDF: Clicking the button will generate a PDF copy of the sample report. The results highlighted in yellow refer to the current sample displayed. This can be changed by selecting the Sample Numbers at the top of the screen. Confirm: Click the Confirm button to confirm that the sample report has been read and understood. This action will automatically be recorded against the specific sample in the Action Taken screen and change the sample status to Confirmed.

12 Full History Change sort order: Clicking on a column header will sort results by that column. Actual: Displays the raw readings of the data in PPM if numeric. Actual Fluid: When ticked, shows any Fluid Hour inconsistencies. It also displays samples taken outside the recommended interval. Hovering the mouse cursor over a sample result will display more details. PPM/Hr: When selected, elements set up to have PPM/Hr calculated display the calculated value. All Compartments: Clicking the button will display history for all the compartments for the Equipment (Serial No and Unit No).

13 Action Taken In this screen, ticking the Confirm box will change the status of the sample to Confirmed and record it in the Action Taken History section below. You can record maintenance done on the compartment under the section Record Action Taken area. A document or image can be attached to the sample from the Record Sample Attachment section. When an Action Taken record is saved or when a sample is confirmed, it is displayed in the Action Taken History section. Sample attachments (documents and images) are listed in the Image History section.

14 Message The Oil Messages screen allows you to send the sample details in an to selected Recipients. To send a message, enter the message details in the Text field found in the New Message section. Change the Message Type option if different from the default (Information). In the Recipients section, select an (s) and then click the Send button which is located in the New Message section. You can add recipients not listed to the Available recipients list by clicking the Add Recipient button. Any message history against the sample is saved and displayed in the Message History screen.

15 Graph Sample history for a component is displayed in this screen in a chart and table format. Graph Options and Calculation options can be selected to derive the required data. Clicking the Build the Graph button will display the chart image and related data table below the chart for the selected Analytes. Template section: Create graph templates with a combination of Analytes to Display, Graph Options and Calculations. Clicking the Compare Graphs button allows the user to compare up to 4 graph templates. Clicking on the Print button in the Template section will display a print preview screen of the generated graph with options to print or export it.

16 Print Details The Print Details screen allows a formal report of the chosen sample to be printed. The Print dialogue box will automatically display, allowing a choice of printer to send the print job. Clicking the Print button will print the report. Or click Cancel to close the screens.

17 Select Print Labels Print Labels screen opens when the Select Print Labels option is clicked from the Oil Analysis sub menu. Selection Criteria are already defaulted. If Print Labels is opened from the Analysis menu, then you will need to manually enter the Selection Criteria. Equipment Not In List: click this button to enter information (Make, Model, Serial No and Unit No) for Equipment that has not yet been registered in the system. In the General Sample Information, enter the Meter Reading and other information as required. Compartments Sampled: Tick the boxes next to the compartments that have been sampled.

18 Print Labels Label details are displayed on the right hand side of the screen for each compartment that is ticked. You can enter notes and any Action Taken in the Repairs/Cust Notes and Action Taken fields. Print Labels: Click the button to print the labels straight away. Add Labels to Queue: Clicking the button will add the labels to the queue. Go to Queue: Clicking this button opens a new screen that displays the labels that have been added to the queue. NOTE: You need to add labels to the queue before you are able to attach an image to the sample label.

19 Print Labels Queue Details Clear the Queue: Will clear the queue without printing the labels. Print Blank Labels: Clicking this button will print labels with no data in the fields. Generate Labels: This prints the labels in the queue. A message then appears asking if you would like to clear the queue. Clicking OK will clear the queue, clicking Cancel will leave the labels in the queue to be edited, reprinted or cleared at a later date. Clicking a label in the queue will load its details on the print labels screen. You can then add image and document attachments and make any changes.

20 Model Comparison The Model Comparison screen allows the user to compare component performance across a customer s machines of the same Model. To use, move machines from the Equipment Available list to the Equipment Selected list using the arrow buttons. Machines in the Selected list will be the ones used for the comparison. Then select the Compartment and the number of samples. Get Elements: Clicking this button will display the elements relevant to the selected Compartment. Tick the elements that you would like to view (a maximum of 2 elements). Build the Graph: Clicking this button displays the results in a graph and in tables below the graph.

21 Sample Images Single click to display a larger thumbnail above. Double click images to view in full size in a new screen. Double click larger thumbnail image to open documents. Sample images and documents can be added and edited in this screen. Add Image: Clicking the Add Image button will display a new section where you can browse for and attach an image or document to the sample. Edit Comment: Comments attached to the image can be edited. Click the smaller thumbnail image/document to be edited. Edit the comment in the Image Comment filed. Then click the Edit Comment button to save the edited comment. Show History: You can also view the history of images and documents attached to prior samples taken from the compartment by clicking the Show History button.

22 General Service Meter: Meter/Distance Reading Entry: Enter Service Meter units in Hours or Distance Meter Change: Hrs/Distance are reset in this screen when there has been a Service Meter change. Bulk Entry SMU Reading: Bulk entry of meter readings for multiple equipment per customer. Oil Change/Top Up: In this screen, you can record oil change and top up details that occur apart from sampling, for example, during a component change or repair. Equipment Jobsite change: Access this screen to record when equipment has changed job sites. 22

23 Meter / Distance Reading Entry Current SMU: Latest Service Meter unit reading. LTD SMU: Life to Date Service Meter unit shows the total hours/distance for the machine. New SMU: The user enters the SMU that is to be updated in this field. Reading Date: This is the date that an SMU reading was taken. Add: Click this button to save the new entry. Update: This button updates an existing SMU entry. Click on an existing entry. The details load in Meter Detail section. Make the necessary SMU and Date changes and then click the UPDATE button.

24 Meter Change Hours/Distance are reset in this screen when there has been a Service Meter change. Current SMU: Enter the final reading on the old meter in this field. New SMU: Enter the new meter reading in this field. Reading Date and Reading Time: Enter the date and time respectively when the meter was changed.

25 Bulk Entry SMU Reading Select the Customer, Branch, Jobsite and the Date when the SMU readings were taken. Click the Search button to display all the equipment owned by the customer. Enter the SMU reading for the customer s machines in the New SMU column. SMU readings are then used to forecast when machines are due for service.

26 Oil Change / Top Up To record an oil change/top up, select the equipment details and date of the oil top up/change from the Equipment Selection section. Clicking the New button will display relevant fields where you can enter the details of a new oil change or top up. Note that the Service Person field is also a required field and needs to be filled in before the Save button is enabled. Clicking the Get Existing button will display any existing records for the equipment on the selected date. Alternatively select the Show History link at the top right of the screen to view all the history of oil change/top ups recorded from this screen.

27 Oil Change/ Top Up History The Oil Change/Top Up History screen is opened from the link in the top right corner of the Oil Change/Top Up screen on the previous slide. To view the history of a machine, select the Customer, Job Site, Serial/Unit No. to be viewed. Select the Start and End Dates if different from the default. Click the Search button. The History of all the oil changes and top ups done within the date range are displayed.

28 Equipment Jobsite Change This page allows the user to record a transfer of equipment to another site. Search for the Equipment to transfer using the fields in the Selection Criteria section. Click the Get Equipment button to display the equipment. In the Equipment results section, place a tick next to the Serial Nos of the equipment that need to be moved. In the Equipment Re allocation section, select the jobsite where the selected equipment are to be moved. Clicking the Move button will save the selected equipment to the new job site.

29 Analysis Model Comparison: Compare component performance across multiple equipment of the sample Model. (details covered in previous slides). Print Labels: Print labels to be sent with the sample bottle. (Details covered in previous slides). Management Reporting: View samples grouped by evaluation code in graphs and tables. Data Export: Export data in a variety of formats. Oil Print Details All: Print multiple sample details by batch or laboratory number(s). Outstanding Print Labels: View, reprint, export sample labels. Track Your Sample: Display samples progress in the laboratory.

30 Sample Data Export Data can be exported in various formats. To export, select the criteria by which you would like to filter the data. Select the Format Type. Click the Download Record button to download the results. Clicking the Select Samples button will display the results in the screen. Note that the button is only enabled when a customer is selected. A date range of up to one week needs to be selected before results display on the screen.

31 Oil Print Labels All This screen is designed to allow multiple sample details to be printed at the same time. To Print: 1. Enter the Batch or Laboratory Number range. 2. Click the Add Batch or Add Lab No depending on the selection criteria in 1 above. 3. Repeat 1 and 2 to add samples you would like to print from other batches. 4. Tick the box for the listed samples that you would like to print. Ticking the box in the Print header will tick all the boxes for the samples listed. 5. Edit the number of copies if greater than Click the Print button on the right to print the selected samples.

32 Oil Print Labels All Overnight Summary Information s have a link to the Oil Print Details All page called Print All screen. Clicking the Print All Screen link will open the Oil Print Details All page with all the lab numbers listed in the overnight Summary Information preloaded. To Print, tick the Print box in the header of the table to tick the Print box for each sample. Clicking the Print button will print the samples.

33 Track Your Sample Track Your Sample is a customer view of the Sample Turnaround report. It enables the user to track their samples progress in the laboratory. You can narrow down the number of samples that are viewed by selecting search filter criteria in the Select Equipment section. Alternatively, leaving fields blank will return all available options for that criteria. NOTE: Start Date and End Date fields filter results by the Sample Taken date. Status returns samples that have reached and/or passed the selected status.

34 System User Preferences - In this screen, you can change your personal information and password. Logout Click to log out of the Oil Commander system.

35 User Preferences The User Preferences screen is used to change passwords, select language, select login module to be opened, and change colour schemes. You can also make changes to contact information, for example, address, telephone numbers, etc. The information displayed relates only to the person logged in at the time.

36 Help Online Help Provides useful information on the displayed sections of the Oil Commander system. About Provides information on the version and build of Oil Commander.