Client Layer
The Client layer is where you can manage your organization, or different branches of your organization.
Note: Any user that is not a 'Super Admin' will see their branch of the organization as "My Organization" and will not have access to edit the Client layer.
Customer Layer
The customer layer can be populated by a specific customer name or a specific region of a customer. The address and phone would be best listed as the headquarters of your customer. There are toggles to label a customer as a prospect and options to specify if the customer is active or not.
Facility Layer
The Facility layer allows specification of the individual location of a customer's buildings and systems. In this layer, details like address, contact info, and even units of measurement can be specified.
Example: A comparison for the facility layer can be made to a company like Hilton Hotels. Their company operates on a large scale and in many different regions (e.g., Philadelphia Hilton, NYC Hilton). The facilities layer can be used to categorize these regions into individual locations.
Building Layer
The building layer can be used to categorize and segment different systems within a facility.
Example: Given the previous example, if Philadelphia Hilton were selected as the facility, that region's different operating locations would populate the building layer.
System Layer
The System layer is where all reports will reside and can be broken down by competent. This layer is also where all test data is stored for reports.
Example: A cooling system has multiple components (raw water, chill loop, cooling tower, etc.) The system layer allows reports to show different components individually or tests and their associated data.
Component
A constituent element of a treatment or processing system.
Test
A procedure used to analyze water quality and provide information used to tailor treatment.
Test Type
A master list of Tests available to be added to a Component.
Controller
A device that monitors various and regulates water treatment processes based on set parameters.
Report
A configurable way to present data from tests for customers or internal use.
Report Phrases
Report Phrases allow for the addition of a predetermined phrase from a list to the comments section of a report.
Report Template
Create custom report layouts tailored to the type of data being collected and presented.
Service Report
Consist of Category, Topics, and Questions. Surveys can be used in many ways by an organization from compliance and system audits to customer feedback and operational efficiency.
Operator Report
Gives operators within your organization the ability to create reports. Operator reports are very similar to service reports.
Visit Report
Used to document non-testing customer visits. Used to document cleanings, trainings, and inventory deliveries, along with other visits that require documentation.
Lab Report
Provides a way for your internal lab to document results, create reports, and retain results in a cloud-based environment.
Checklist Report
Short form report with 4 columns and 1 inline note section for each row. Fast, standardized, and repeatable (perfect for recurring tasks with the goal of confirming conditions and spotting issues early).
Survey Report
Consist of Category, Topics, and Questions. Can be used in many ways by an organization from compliance and system audits to customer feedback and operational efficiency.
