CompacOnline User Guide - Generic
Contents
1. 8 04 2011 11 05 00 a m 43 745 5104 2071 4 54 00 p m 1 34 981 5 04 2011 11 3700a m 4 7830 2910342011 42 02 00 3 m az s 22 03 2011 6 28 00 p m a 32408 1710312014 42 24 00p m may 83620 12 03 2011 8 32 00 p m 4 44 204 5 03 2014 52100am Diesel 4 45 097 1 03 2011 11 16 00 p m Diesel 1 33 128 22 022011445 00pMa Diesell te 45 302 EVENTS LAST 10 NON SNAPSHOT Event DateTime Pump Pinpad Status Change 10 04 2011 11 39 55 p m Pinpad Status Change 10 04 2011 11 36 56 p m PinpadReady 10 04 2011 11 3 Pinpad Status Change 10 04 2011 11 32 57 p m Pinpad Status Change 10 04 2011 11 30 58 p m Pinpad Link Failure 10 04 2041 11 30 47 p m PinpadReady 10 04 201111 2539pm Pinpad Status Change 10 04 2011 11 23 00 p m Pinpad Link Failure 10 04 2011 11 20 29 p m Pinpad Status Change 40 04 2014 11 20 01 p m SITE INFORMATION The Site Details page is accessed by clicking on a Site Name on the Site page and allows more status data to be displayed about the selected Site Compac Industries Ltd Page 31 www compac co nz Card Reports Compac Industries Ltd Site Details Screen The following information is displayed for each Tank Site Status Information Address Last Site Data Heartbeat Printer status OK Paper Low Printer Errors Power status No Mains Mains OK Battery low OPT Temperature Price schedule used for the site available2. Left hand menu provides list of pages the user has access to Depending on your access status not all the functions shown may appear on your Compac Industries Ltd Page 12 www compac co nz Home Screen Compac Industries Ltd Card Reports screen Main page has links to the Settings page to enable password changes and to the latest version of the CompacOnline User Guide this document A new feature is the reports menu When you create a report you are re directed to this screen which will show you the reports that are ready for viewing and the reports that are being processed ANOTE Aj reports generated are removed from this screen after 24 hours whether viewed or not Page 13 www compac co nz Card Reports Overview of Web Pages Overview of Web Pages Home Reports Settings Administrator Card Reports Cards Events Compac Industries Ltd Details of all the web pages available on CompacOnline are listed below Depending on access rights you may not be able to access all these pages This is the first page people view after login in to CompacOnline Link to change password page Link to this User Guide Ready Reports Lists of reports available for viewing or downloading Pending Reports Lists of reports that are being generated Once a report has finished generating it will appear in the Ready Reports list ANOTE Aj reports are removed after 24 hours whether viewed or not The Settings
3. TC Volume Ullage ULP URN UTC Compac Industries Ltd DESCRIPTION Automatic Tank Gauging Reporting of tank levels via OPT Customer Security Number Comma Separated Value file format commonly used for conversion to spreadsheet Direct Payment Solutions The Company that handles EFTPOS transactions Electronic Funds Transfer Point Of Sale Used for credit or debit card transactions A regular interrogation of the OPT by CompacOnline to upload selected site data Heartbeat is currently sent at 5 minute intervals Outdoor Payment Terminal manufactured by Compac Ltd Secure File Transfer Protocol protocols for the safe transfer of files Site status report taken at regular intervals usually daily at around midnight Temperature Compensated Volume Calculated volume based on actual tank reading multiplied by a factor to compensate for heat expansion Safe volume minus gross volume Unleaded Petrol Unique Reseller Number Site identifying number allocated by Shell Australia numbers are composed of 1 alpha and 3 numerals New Zealand numbers are composed of six numbers Coordinated Universal Time Universal format for standard time Page 50 www compacngv com
4. conpac INTEGRATED REFUELLING SOLUTIONS CompacOnline User Guide Version 1 0 0 Compac Industries Ltd Card Reports Conditions of Use Read this manual completely before working on or making adjustments to the Compac equipment Along with any warnings instructions and procedures in this manual you should also observe any other common sense procedures that are generally applicable to equipment of this type Failure to comply with any warnings instructions procedures may result in equipment damage or poor performance of the Compac equipment Compac Industries Limited accepts no liability for direct indirect incidental special or consequential damages resulting from failure to follow any warnings instructions and procedures in this manual or any other common sense procedures generally applicable to equipment of this type The foregoing limitation extends to damages to person or property caused by the equipment or damages resulting from the inability to use the equipment including loss of profits loss of products loss of power supply the cost of arranging an alternative power supply and loss of time whether incurred by the user or their employees the installer the commissioner a service technician or any third party Compac Industries Limited reserves the right to change the specifications of its products or the information in this manual without necessarily notifying its users Variations in ins
5. If you do not want to export tagged transactions select the appropriate box Page 42 www compac co nz Transactions Reports Export Transaction and Site Data Available for Selection A NOTE __ Tagging transactions affects all database users and cannot be undone When you are happy that you have selected the fields you require click the Export button You will be directed to the Home screen where you can find the report either pending or ready to view Transaction and Site Data Available for Selection Compac Industries Ltd Specific Transaction Data Elements Available for Selection Column Description Terminal ID Paymark First Data ID Card Number Masked card number Date Time Date and Time at selected zone Reference Sequential reference number Product code Assigned product code Pump Pump number Hose Hose number Amount Total transaction in dollars and cents Quantity Quantity dispensed in litres Unit Price S L Unit price in Dollars per litre Exported Tagged as exported Odometer Odometer reading Receipt Copy of paper printout EOV Offline transaction flag Shell Docket Shell Reference LocalDateTime Date and time at site User ID User ID number if requested and entered Registration Test Test card swiped True Aviation sites only Date Date converted to selected time zone Time Ti
6. 2009 0 00 245 Tank 2 Snapshot Tank Level Lake Pupuke Marina 2 01 2009 0 00 246 Pump 1 Snapshot Pump Total Lake Pupuke Marina 2 01 2009 0 00 246 Pump 2 Snapshot Pump Total Lake Pupuke Marina 2 01 2009 0 00 246 Pump 3 Snapshot Pump Total Compac Industries Ltd Page 26 www compac co nz Exporting Events and Event Codes Card Reports Lake Pupuke Marina 2 01 2009 0 00 246 Pump 4 Snapshot Pump Total Lake Pupuke Marina 2 01 2009 0 00 246 Pump 5 Snapshot Pump Total Lake Pupuke Marina 2 01 2009 3 05 90 Site Date Change Lake Pupuke Marina 3 01 2009 0 00 245 Tank 1 Snapshot Tank Level Lake Pupuke Marina 3 01 2009 0 00 245 Tank 2 Snapshot Tank Level You can choose the format and add remove or arrange fields in the export to get the information that is most useful to you If you give the report a name the fields and format will be saved into the Saved Lists column for easy access next time Compac Industries Ltd Page 27 www compac co nz Card Reports Event Codes Code 16 17 18 19 20 21 48 49 50 51 52 53 54 55 56 57 60 61 80 81 82 83 84 85 86 87 88 89 90 96 97 98 101 102 104 105 108 Location Pump Pump Site Site Site Site Site Site Tank Tank Tank Tank Tank Tank Tank Tank Tank Tank Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Site Compac Industries Ltd Event Codes The following is a list of event codes and a des
7. be lost It is best to make the card Invalid if you do not want it used in future Card Reports Placing your mouse over the Card Reports menu will open a drop down menu Select the type of card report you wish to view from this list Welcome John Smith CAL CARD STATE ARD TOTALS CARD TRANSACTIONS ALS READY REPORTS ate Time Report Name Type Status Link PENDING REPORTS Queued Report Name Type Status For example if you selected Local Card Transactions the following window will open Compac Industries Ltd Page 19 www compac co nz Card Reports Cards LOCAL CARD TRANSACTIONS REPORT Report Name Untitled Format Portable Document Format pdf Start Date 20 May m 2009 1 Start Time 00 00 M End Date 21 May a m 2009 End Time 00 8 00 Time Zone UTC 12 00 Auckland Wellington E Fill in the ranges you wish to view and click export The file will be generated and will appear for viewing in the Home Reports screen Compac Industries Ltd Page 20 www compac co nz Events Screen Card Reports Events Screen Data can be exported from either the Events or Transactions screens This example is using the Events page but the steps are similar for any page that allows data to be exported HOME SETTINGS Export Type i 1 ADMINISTRATOR Site Al v 2 CARDS
8. ohn Peters False Jane Edward True Bob Jones ue Matthew Smit Tue Dana Johnson True Thomas Harn Haise dobn Smith True Crystal Smith True Philip Davis ue Bill Wilde ort Name Untitled Get CSV CardFile ail EDIT OR REPLACE SERVER CARD FILE Cardbase to upload to Cardbase1 O Mark existing cards as invalid MAppend Update Card File How do create a CardFile J Refresh server file SEND CARDFILE CHANGES TO SITE Send Cardfile If you have access to the Cards function you can administer your card base from here Cards Generally most customers use only one card base but provision is available to add multiple card bases They can be selected from this menu Compac Industries Ltd Page 18 www compac co nz Cards Card Reports Current User ID File Where user ID s are required for example a card is assigned to a vehicle and but different drivers of the vehicle each have a user ID The file can be retrieved edited saved and then uploaded back to the server The Current Card File is shown as a list which can be individually edited as required If administrating a large list the filter fields above the card holder list can be used to narrow down your search You can also download the whole file in CSV format for offline editing or you can upload a whole new card file if required ANOTE it is recommended that you do not delete cards as all information in relation to the card will
9. patents copyrights and know how Every effort has been made to ensure the accuracy of this document However it may contain technical inaccuracies or typographical errors Compac Industries Limited assumes no responsibility for and disclaims all liability of such inaccuracies errors or omissions in this publication www compac co nz Contents Conditions Of USC iss aNG caseeoadsavtestsceuerasdectncevansetsdeasesnasucasevscnceresaccesasvadecesenssv santeces 2 Product Identification CompacOnline User Manual aa v Doc ment Control Information sisiisscicscsccsccacsiccscnssscssnnccsscssscesseseacstscscetevacccnessanscesccuscsvacccaceussssacevaacenssudccesassececevententarensenss 6 New Features aaa ARNAN aakalang Dang Ganap aap 7 Overview of Compact Online Design ANGARA AGA seais 8 CompacOnline holes ada Aa NANANA ANAN ET RANA KANA 10 Logging into Compac Online wis sicicccaissccccsccccsecesseceecaceeceecescticencegecteesadessenes codes seceecenesasseeccnes saceesatadsaueesaaessncezcaceessuaexesdeaten 11 IOI SCHOGM AA AA AA AA 12 Overview of Web Paget mmm Baa sasa a a AB cnneeesneeesneessneessneeseneeess 14 Settings Screen 8282B as Ah ee AA OE se neneeeessenersnsnseeseseneeseses 17 OF Tao C cesta BA LAN aa a LA A wae ee saseesenencesensenersnsnseeseneneeseses 18 Card Reports Sa Bib ai Sida daa Me Se B A I ts a 19 Events Screen ssssocerssns Aa AU AM MOLL Fr Ma
10. 12 volt power check power supply FMS board reset or manual reset FMS board reset or manual reset Forecourt Controller Online FMS board reset or manual reset Host Logged On Host Logged Off Auto Serve Mode Initiated Technician has entered pass code Back door pass code entered Battery power low Time synchronisation every day at midnight Watchdog has not reset software code error 2nd Forecourt Controller Online 2nd Forecourt Controller Online Communication status with DPS changed live Attempted to re establish online communications Modem has reset Delay detected between PIN pad entry and screen prompt GST rate Updated www compac co nz Event Codes 243 Price 245 Tank 246 Pump 300 Site 301 Site 302 Site 303 Site 304 Site 310 Site 311 Site 315 Site 316 Site 317 Site 318 Site 320 Site 321 Site 322 Site Compac Industries Ltd Price Change Snapshot Tank Level Snapshot Pump Total Pinpad Ready Pinpad Offline EFTPOS Offline Pinpad Link Failure Unknown Pinpad Status Site Offline Site Online Battery Low No Mains and Battery Low Power Ok No Mains Paper Low Printer Fault Printer Ok Page 29 Card Reports Price has been changed Daily snapshot of tank level midnight Daily snapshot of pump total midnight Pinpad status updated at heartbeat every 15 mins Pinpad status updated at heartbeat every 15 mins EFTPOS status updated at heartbeat every 15 mins Pinpad has lost communica
11. 3 85 147 15 3 84 325 79 10434 79 3 12 2009 1 January 2010 32391 o 122223 31130 3116877 38 77 317 287 02 11657 02 246 2 January 2010 31130 o 25849 28443 28545 1 102 1 3 95 184 92 14241 92 1 3 3 January 2010 28443 0 3091 04 25248 25351 96 103 96 336 80 96 17332 96 047 4 January 2010 25248 0 9929 52 15180 15318 48 138 48 1 39 57 52 27262 48 021 5 January 2010 15180 31318 6446 95 40141 40051 05 89 95 14 32 43 33709 43 01 6 January 2010 40141 0 5695 42 34669 34445 58 223 42 3 92 255 85 39404 85 0 65 Totals 31318 39404 85 255 85 0 02 255 85 39404 85 0 65 eoa a i Date Date of transactions from Date of transactions from midnight to midnight to midnight Sas i esseen OOOO Closing Dip Tank level in litres recorded by tank gauge at midnight Becomes opening dip for the following day Closing Book Opening Dip plus Deliveries less Sales in litres Loss Gain Daily Loss or gain for the day measured against the opening dip in litres Daily Percentage of loss or gain Compac Industries Ltd Page 38 www compac co nz Tank Reports Tank Reconciliation Loss Gain Cumulative Loss or gain for the period measured against the opening dip in litres Cumulative Percentage of loss or gain over the reporting period Compac Industries Ltd Page 39 www compac co nz Transactions Screen Transactions Reports Transactions Reports Transactions Screen Compac Industries Ltd The Transaction Reports menu has two op
12. EVENTS Format Comma Separated Variables csv Kan ib Start Date 30 June y 2008 TANKS Start Time DO 00 4 TRANSACTIONS End Date 1 July 2008 Time Zone UTC 2 00 Auckland Wellington v Saved Lists iy Delete Saved List Shown Table To Select From Events v9 Columns From Table Selected Columns EventType 5 DateTime Pump PumpAmount PumpQuantity Tank TankYolume TankWater TankTempetature E List name Types M Site M Pump MTank M Price 6 Export 7 1 Export Type This is a drop box that allows the type of export you wish There are two options The Report option gives a formatted report You cannot choose which columns to add Typical format types for this option are PDF and XLS The Export option gives you a plain report with only the data and column names It also allows you to choose which columns are added to the report A typical format type is CSV NOTE __ The Events page only allows the Export option 2 Site Compac Industries Ltd Page 21 www compac co nz Card Reports Events Screen Specifies which site to generate a report on Includes an option for all sites 3 Format This selects which format you wish to export the data in The options here change depending on your option in the Export type step 1 4 Start Date Start Time End Date End Time amp Time Zone The start and end dates and the time zone drop boxes limit the report generated to a certain time p
13. and the site s you wish to export data for and click Export The following is an example of a pdf report for a single site Compac Industries Ltd Page 34 www compac co nz Tank Reports Tank Deliveries Time Zone Local Site Time Start Date 1 December 2009 12 00 00 AM End Date 8 January 2010 12 00 00 AM Site Lake Pupuke Marina Address Lake Pupuke Auckland New Zealand DateTime Tank Volume Delivered 9 12 2009 9 26 00 PM 1 Diesel 7242 9 12 2009 9 58 00 PM 1 Diesel 21938 9 12 2009 10 11 00 PM 2 Diesel 4538 22 12 2009 7 09 00 AM Diesel 17164 22 12 2009 7 20 00 AM 1 Diesel 8847 22 12 2009 7 28 00 AM 1 Diesel 1717 22 12 2009 7 44 00 AM 2 Diesel 11051 22 12 2009 7 54 00 AM 2 Diesel 5440 6 1 2010 8 05 00 AM 1 Diesel 17 6 1 2010 10 01 00 PM 1 Diesel 17547 6 1 2010 10 31 00 PM 1 Diesel 14304 6 1 2010 10 38 00 PM 2 Diesel 11337 The report contains Time and date for the period selected the site name and site location Fields include Date Time Tank Number Grade and Volume Delivered in litres Compac Industries Ltd Page 35 www compac co nz Tank Inventory Tank Reports Tank Inventory HOME TANK INVENTORY REPORT SETTINGS ADMINISTRATOR EVENTS Report Name Untitled SITE na py TANK REPORTS Export Type Report i TANKS Site All bal TRANSACTION REPORTS Format Microsoft Excel bie E LOG OUT Time Zone Local Site Time lt The inventory report will either give a report for an individual sit
14. cription of the event Message Pump Offline Pump Online Secure Pin Pad Fault Pinpad Offline Receipt Printer Out Of Paper Transaction Amount Missed Transaction Deleted Transaction Lost Tank Offline Tank Online Tank Encoder Fault Tank Leaking Tank Out Of Range Tank Level Low Tank Level High Tank Drop Started Tank Height Entered Tank Volume Entered Under Voltage Over Voltage Controller Power On Controller Power Off Forecourt Controller Online Controller Power Off Host Logged On Host Logged Off Auto Serve Mode Initiated Pass Code Entered Back Door Pass Code Entered Low Power Detected Date Change Watchdog Reset 2nd Forecourt Controller Online 2nd Forecourt Controller Online Pin Pad Status Change One Shot Reset Modem Reset Site Operating Slow GST rate Updated Page 28 Description Power or communications to pump has been lost Power or communications restored Secure Pin Pad Fault Link between the pinpad and processing server has been lost Receipt printer out of paper Transaction amount missed Transaction deleted Transaction lost Communications to tank has been lost Communications to tank has been restored Not currently used Volume in tank less than dispensed amount Not currently used Tank level below low tank alarm level Tank level above high tank alarm level Fuel level in tank increasing Tank Height Entered Tank Volume Entered Low 12 volt power check power supply High
15. d to select all the columns from the available columns table on the left and put them to the selected columns table on the right The button is used to remove all the columns in the selected columns table table on the right E Click this button to save the current selected columns under the name entered in text box F F Enter in the name you wish to call the saved list 6 This is a page specific option It allows the user to limit the types of events that they see 7 Press this button to generate the report Page 23 www compac co nz Card Reports Export Options for Events Page Export Options for Events Page There are some specific options available on each of the Events and Transactions screens that enable users to make additional selections based on the particular data they are reviewing Events At the bottom of the Events page there are four check boxes that allow events relevant to the option selected to be included in the report If the box is checked a range of events will appear in the exported report For instance the Site check box includes events like Receipt Printer Out Of Paper An example of a Pump option is Pump Offline Online and Snapshot Pump Total The Tank option includes Tank Level Low and Snapshot Tank Level The Price check box will add the Price Change event into the report Types Site Pump Tank lPrice If you are unsure what columns to select to export data using the events page select Date Ti
16. e or all sites within the group A pdf example of the first page of a full report is shown below Tank Inventory Report conpac a 7 January 2010 1 45 00 PM Time Zone Local Site Time Group Site Lake Pupuke Marina Address Lake Pupuke Auckland New Zealand Tank Grade Tank Safe Fill Gross Utlage Water Dipped Alanns Capacity Level Volume Height 1 Diesel 70000 66500 40895 25605 0 7 1 2010 1 50 06 PM Site Erewhon Truckstop Address Erewhon Junction New Zealand Tank Grade Tank Safe Fill Gross Ullage Water Dipped Alarms Capacity Level Volume Height 1 Diese 55000 54000 36373 17627 29 7 1 2010 1438 17 PM 2 Diesel 35000 34000 26804 7196 T TIN2010 1 48 17 PM Site Cape Reinga Truckstop Address Cape Reinga Northland New Zealand Tank Grade Tank Safe Fill Gross Ulage Water Dipped Alarms Capacity Level Volume Height 1 Diese 55000 52250 36864 15386 0 741 2010 1 46 18 PM Site Bag End Truckstop Address Hobbiton Waikato New Zealand Tank Grade Tank Safe Fill Gross Usage Water Dipped Alarms Capacity Level Volume Height 1 Diesel 56000 57000 32703 24297 G 7 2010 14028 PM The report shows the report name if entered time and date the file was generated the group if a series of sites was selected the site and the site location The tank information is listed as follows Compac Industries Ltd Page 36 www compac co nz Tank Reports Tank Inventory lage erence between goss volume ard sate vin es Alarms for Low Tank L
17. e time selectable Page 16 www compac co nz Settings Screen Card Reports Settings Screen The Settings page allows the user to change the information about them stored in CompacOnline HOME SETTINGS SETTINGS ADMINISTRATOR EVENTS SITE TANK REPORTS Password SSS Sr TANKS TRANSACTION REPORTS NEW Password Confirm New A Password CHANGE PASSWORD Change Password CHANGE EMAIL ADDRESS Current Email Address john smith shell co nz New Email Address 4 Change Email Address CHANGE CELLPHONE NUMBER CountryCode Cellphone Number Se n Set Cellphone Number SET SECRET QUESTION AND ANSWER New Question New Answer C Set new Secret Question and Answer 3 From the Settings page the user can Change their password For password protocols refer to Logging In to CompacoOnline Change their email address Add or change their mobile phone number Enter secret question and answer This enables the user password to be reset by the Administrator without deleting the user Profile The first time this is used it will disappear from the screen Compac Industries Ltd Page 17 www compac co nz Card Reports Cards Cards CARDS Cardbases Cardbasel CURRENT USER ID FILE Report Name Untitied Gat User ID File JREPLACE USER ID FILE Cer CURRENT CARD FILE Filter Card Number 3f is Fier
18. een tagged from a previous report generation ANOTE __ The transaction tagging applies to the database not the individual user So if you tag a transaction it will appear tagged for everyone else Specific Data Elements Available for Selection Page 44 www compac co nz Transactions Reports Compac Industries Ltd Export Options for Transactions Screen Terminal ID Paymark First Data ID Unit Price S L Card Number Exported Date Time Odometer Reference number Receipt copy of paper printout Product Code EOV Offline Transaction Flag Pump Hose User ID Amount Total Date Quantity Litres Time Page 45 www compac co nz Transaction Totals Transactions Reports Transaction Totals Transaction Totals Report generates a pre formatted report with the transaction totals for all sites You can select the date and time range format and time zone for the report Sonn a TRANSACTION TOTALS REPORT ADMINISTRATOR EVENTS Report Name Untitled TANK REPORTS Export Type Report iw TANKS Format Microsoft Excel xls BG TRANSACTION REPORTS Start Date 27M November M 2009 x LOG OUT Start Time 00 9 00 End Date 28 c2 November 2003 End Time 00 9 00 Time Zone Local Site Time x Clicking Export will generate a report covering all sites like this Transaction Totals Report A conpac Time Zone Local Site Ti
19. eriod so that a local time based on the UTC time can be selected amp presented on the export ANOTE __ f selecting a date and time zone that overlaps a daylight saving time period all times will be presented in the selected time zone with no adjustment for NZDST ASNOTE Defaults to UTC 12 Wellington New Zealand or UTC 13 for NZDST 5 Saved Lists This section is used for the export report option Columns can be added to the report here This list can be saved to use again at a later date Saved Lists v A Delete Saved List Shown B Table To Select From Events C Columns From Table Selected Columns EventType S DateTime gt Pump Ji PumpAmount K D Pump Quantity E N Tank TankYolume o TankWiater TankTemperature Save Current List E List name F A Any previous saved lists appear in this drop box To load a saved Compac Industries Ltd list just select it from this drop box B To delete any saved list load it by selecting it in drop box A then click the delete saved list shown button C Choose what table to select the columns from with this drop box D This is where columns are selected To choose a column highlight it with your mouse then click the button To move a column back click the button Page 22 www compac co nz Events Screen Compac Industries Ltd Card Reports The and Ld buttons are used to arrange the columns in the selected columns list The button is use
20. evel Fuel level is below preset minimum level High Tank Level Fuel level is above preset maximum level High Water Level Water level is above preset maximum water level Tank Leaking Variation between tank volume and volume dispensed may not be a leaking tank but is an indicator to investigate Compac Industries Ltd Page 37 www compac co nz Tank Reconciliation Tank Reports Tank Reconciliation HOME TANK RECONCILIATION REPORT SETTINGS ADMINISTRATOR 4 EVENTS Report Name Sample Report KAG Export Type Report 4 TANK REPORTS Site Lake Pupuke Marina a LGA SEN REPORTS Format Portable Document Fame pai KI Start Date 30 December 2009 LAGOT End Date 6 January 8 2010 4 Time Zone Local Site Time MM Tank reconciliation reports show the difference between the measured tank level and the theoretical tank level calculated from the recorded deliveries less recorded sales A sample pdf report is shown Tank Reconciliation Report conpac Time Zone Local Site Time Start Date 30 December 2009 0 00 End Date 6 January 2010 23 59 SiteName Lake Pupuke Marina Daily Cumulative Date Opening Deliveries Sales Closing Comes Loss Gain Yo Loss Gain Sales o Dip Dip jook Group Lake Pupuke Diesel Group Product Diesel 30 December 42500 a 6600 64 36078 35899 36 178 54 271 178 64 6600 64 271 2009 31 December 36078 0 3834 15 32391 3224
21. h lowercase and UPPERCASE characters Passwords to contain at least one numeric digit Passwords to contain at least one special character etc Passwords to be a minimum of 8 character positions Passwords can only be changed once every 30 minutes A password history of at least 14 passwords will be kept and users barred from re using a password from the history Users will be forced to renew their passwords at least once every 35 days If you enter the incorrect password more than five times you will be locked out from the site even if you subsequently enter the correct password Contact the Compac help desk for assistance If your password has expired you will be directed to a page where you will be asked to change your password before you can enter the CompacOnline site If you are unable to access this function contact the Compac helpdesk Home Screen HOME HOME SETTINGS ADMINISTRATOR Welcome John Smith EVENTS SITE TA TANK REPORTS To change your password click this link TANKS euena i Here is a link to the Compac Online User Guide a naal READY REPORTS Refresh List List UU Type status Link 7 07 2009 9 57 11 a m Untitled Events Report Unread csv 7 07 2009 9 56 33 a m Transaction Totals Transaction Totals Report Unread pdf 7 07 2009 9 55 47 a m Tank Inventory Tank Inventory Report Unread pdf PENDING REPORTS 7 07 2009 9 58 07 a m Untitled Tank Reconciliation Report Waiting
22. ll include the cards entered in the From and To fields Click on the calendar icon to select the start date Click on the down arrow to select the hour and minute you want the report to start from Click on the calendar icon to select the end date Click on the down arrow to select the hour and minute you want the report to end at If you select date and time from the table it will be shown in the report converted to the time zone that is selected in the drop down menu If you want to view the local date and time that transactions took place select Local Date Time from the Transactions Table If you have saved a previous export you can access the field list from the drop down menu If you have no further use for a particular list it can be deleted by selecting it and clicking Delete Saved List Shown Choose the fields you would like exported from Transactions Sites and Cards tables Selecting each table will change the options available in the Columns box Select the fields you want from the list by highlighting the field and using the B and B arrow buttons to move it across to the Selected Column box The double arrows G and gt will move all field from one box to the other at once You can select a different table and select fields to be added to the Selected Columns table Fields can be also arranged using the and Ld arrow buttons To prevent accidental duplication of exported data transactions can be tagged as exported
23. me converted to selected time zone Specific Site Data Elements Available for Selection Page 43 www compac co nz Export Options for Transactions Screen Transactions Reports Column Description Site Name Name of site Printer Status Online or Offline Last Status Last recorded status Power Status Power status Temperature Temperature inside unit Controller Num Controller number URN Unique Reseller Number Device ID ID of device Address Address of site Pinpad Status Status of pinpad Time Zone Time zone of site Export Options for Transactions Screen Transactions Compac Industries Ltd On the Transactions screen the optional Reference field is located on the fourth row after the Format field Reference Ga N Optional If a reference number is entered in the box only the selected transaction will appear in the report provided the transaction meets the other selection criteria that the user sets Following the Saved Lists section of the Transactions screen there are two check boxes that the user can use to specify how tagging is to be handled for exported transactions Tagged Transactions CiTag Transaction Exported CeExclude Ta gged Transactions from Report The first option marks each transaction that is exported used in subsequent reports The second option is used to exclude any transaction that has b
24. me Height Updated Alarms gt CEC e ng 19 05 2009 Queen St Trucksto 2p 55 5 3 HUH ZUUS j a AA 9 00 52 am 19 05 2009 85313 am 19 05 2009 53 13am Lake Pupuke Marina 42467 48182 Lake Pupuke Marina Y Power 2 13 853 19915 The following information is displayed for each Tank Site Product Tank Number Gross Volume measured from the ATG Safe Fill Level User Defined Ullage Safe Gross Volume Water Height Last Update Alarms High amp low Levels Compac Industries Ltd Page 33 www compac co nz Tank Deliveries Tank Reports Tank Reports To aid with reporting a series of pre formatted report templates have been developed These contain commonly used fields and can be exported as either pdf documents or as xls spreadsheet files Tank Deliveries To aid with reporting a series of pre formatted report templates have been developed These can be exported as either pdf documents or as xls spreadsheet files Bodea kA TANK DELIVERIES REPORT ADMINISTRATOR EVENTS Report Name Untitled SITE NG TANK REPORTS Export Type Report TANKS Site paras _ JANSA 0 2EPC S TRANSACTION REPORTS Format Portable Document Format pdf aco LOG OUT Start Date 27 November 2009 M Start Time 00 g 00 i End Date 28 November 2009 End Time 00 DO Time Zone Local Site Time v Export pH Select the format
25. me Start Date 7 January 2010 12 00 00 AM End Date 8 January 2010 12 00 00 AM Site Lake Pupuke Marina Address Lake Pupuke Auckland New Zealand Product Name Amount Quantity Diesel 1415 77 1062 09 Totals 1415 77 1062 09 Site Cape Reinga Truckstop Address Cape Reinga Northland New Zealand Product Name Amount Quantity Diesel 1538 66 1252 98 Totals 1538 66 1252 98 Compac Industries Ltd Page 46 www compac co nz Change Price Schedule Transaction Totals Change Price Schedule The Change Price Schedule screen is only available to authorised administrators Some administrators set their schedules to cover each site they administer while others set schedules to cover a number of sites HOME PRICE SCHEDULES SETTINGS ADMINISTRATOR Schedule Name Update EVENTS Pupuke Not P Edit PRICING lot ending Edi SITE Hampton Downs Not Pending Edit TANK REPORTS a p Ki VOERE ding Exit TANKS Erewhon Not Pending Edit TRANSACTION REPORTS gt g Paratai Drive Not Pending Edit a Lake Matheson Not Pending E4 To change the price schedule 1 Click onthe pricing tab A table will come up with the available price schedules 2 Click on the edit button associated with the price schedule you wish to change 3 A second table will appear below the original list This has the products that are associated with that price schedule ANOTE For clarity some sites have been e
26. me from the Events table and Name from the Event Types table These two columns are a good starting point as they are always used Most of the other columns are only used for certain events Specific Data Elements Available for Selection Events Event Type Code Tank Water Date Time Tank Temperature Pump Pump Status Pump Amount 55 Tank Status Pump Quantity L Pump Price L Tank PIN Pad Status Tank Volume Gross Types Event Group Name Sites Site Name Device ID Printer Status Address Last Status PIN Pad Status Power Status Time Zone Temperature Compac Industries Ltd Page 24 www compac co nz Exporting Events and Event Codes Card Reports Customised Data Export If you want to export specific files or have exports made in a specific format contact Compac for a quotation to customise this for you Exporting Events and Event Codes To help with diagnosis of problems an export of event codes can be made You are not limited to choosing data from a single table you can select data from any of the tables in the drop down menu to be combined in the report For example we can export the data from Shell Bayswater Marina by selecting the fields as shown in the picture below from the following tables Columns Table Selected From Site Name Sites Date Time Events Event Type Events Event Group Event Type Pump Events Tank Events Name Event Type Selecti
27. ng a date and time range and click Export Compac Industries Ltd Page 25 www compac co nz Card Reports Exporting Events and Event Codes EVENTS Report Name Untitled Export Type E Site Lake Pupuke Marina v Format Comma Separated Variables csv kai Start Date 20 8 May 3 2009 Start Time 00 v o0 End Date 21 May _ se 2009 v End Time 00 00 Time Zone Local Site Time x Saved Lists be Table To Select From Events Columns From Table Selected Columns EventType 4 SiteName DateTime DateTime Pump PumpAmount ee TankVolume Gi a v K List name Types PlSite ElPump V Tank Price This data was selected to be exported as a csv file so can be opened as an Excel spreadsheet like the example below SiteName DateTime EventType EventGroup Pump Tank Name Lake Pupuke Marina 1 01 2009 0 00 245 Tank 1 Snapshot Tank Level Lake Pupuke Marina 1 01 2009 0 00 245 Tank 2 Snapshot Tank Level Lake Pupuke Marina 1 01 2009 0 00 246 Pump 1 Snapshot Pump Total Lake Pupuke Marina 1 01 2009 0 00 246 Pump 2 Snapshot Pump Total Lake Pupuke Marina 1 01 2009 0 00 246 Pump 3 Snapshot Pump Total Lake Pupuke Marina 1 01 2009 0 00 246 Pump 4 Snapshot Pump Total Lake Pupuke Marina 1 01 2009 0 00 246 Pump 5 Snapshot Pump Total Lake Pupuke Marina 1 01 2009 3 05 90 Site Date Change Lake Pupuke Marina 2 01 2009 0 00 245 Tank 1 Snapshot Tank Level Lake Pupuke Marina 2 01
28. nit and uploads a report of all transactions and events or alarms that may have occurred At around midnight a Snapshot of pump totals and tank levels are sent to the server CompacOnline also allows authorised users to update pricing remotely To all practicable measures an unlimited amount of data storage is available for the foreseeable future Software CompacOnline software is a web based interface Depending on the web browser you are using some of the screen shots shown may differ from what appears on your screen CompacOnline is currently compatible with Firefox 3 0 Google Chrome Internet Explorer 7 and Internet Explorer 8 running in Compatibility Mode If experiencing problems with functionality try a different browser or contact Compac for a list of supported browsers Compac Industries Ltd Page 9 www compac co nz Card Reports CompacOnline Roles CompacOnline Roles Compac Industries Ltd What each user can see and do is limited by the roles they are assigned when their user profile is created in CompacOnline The roles are Admin View user status i e users currently logged on Export reports on user activity Cards Administer fuel cards and user ID s Generate reports in cards and transaction activity Pricing View and update pricing information Status View the current status summary of a selected site or all sites for the country View the detail of a selected site for the cou
29. ntry Tank View details on either a selected tank or all tanks for all sites in the country Generate reports on tank deliveries inventory and tank reconciliation a Transactions Produce either a report export of the following types Transactions gives details of transactions over the selected date range for all sites or an individual site Transaction Totals give you the total amounts of fuel dispensed in both and litres Reports are formatted to a pdf or xls file with selected fields shown Exports are generated as csv xIs pdf and HTML4 files These roles are combined as part of a user profile to provide a user with the level of access they require to perform their business role Page 10 www compac co nz Logging into CompacOnline Card Reports Logging into CompacOnline LOGIN User Name Password I forgot my password C Remember me next time C O M 0 D 0 AUTHENTIC L SITE SEcURED BY SSI Website The address for CompacOnline is www compaconline com User Name User ID s will be assigned based on the user s name Compac Industries Ltd Page 11 www compac co nz Card Reports Home Screen Password Each new user will be assigned a unique temporary password and will be prompted to change it compulsory when they log in for the first time All new passwords must conform to the following Strong password rules enforced within CompacOnline Passwords to contain bot
30. osen as either a Report selected fields chosen or a fully customised Export Transaction reports screen also now shows a table containing all available sites Individual sites or groups of sites can be selected and reports or exports can be generated for the selected sites Page 7 www compac co nz Card Reports Overview of CompacOnline Design Overview of CompacOnline Design Fuel Management System with a web based interface Secure Web Interface Real time site status nformation can be views Ewen FTP Service Automatically sends files E mail Service Price change confirmation amp event alarms can be e maved CompacOnline Secure Web Service Interfaces with EFTPOS OPTs Compac Industries Ltd Page 8 www compac co nz Overview of CompacOnline Design Card Reports OPT The Compac OPT Outdoor Payment Terminal is a pump authorisation device for use on unmanned fuel dispensing sites It can be remotely monitored and updated via the CompacOnline software CompacOnline CompacOnline is a remote reporting system that can provide updates of events and transactions that have occurred on each site Reports can be produced for a wide variety of fields and presented in different formats The OPT informs CompacOnline whenever a card swipe takes place or when specific alarms or errors occur A regular Heartbeat is sent to the OPT usually every 5 minutes This interrogates the u
31. page allows the user to change the information about them stored in CompacOnline Change password Change email address Change cell phone number Enter secret question and answer Recorded User Actions The User Actions page allows users to view the actions of other users online Administrator View the last 10 user events user login price change in a table Administrator Generate a report with the user events date time selectable Reports can be generated on the usage of fuel cards You can request Local Card Statements Card Totals Card Transactions Local Card Totals Local Card Transactions Fuel cards can be administered from this page User ID s can be downloaded edited and uploaded to the server Cards can be downloaded edited and uploaded to the server Cards can be manually added or edited on screen Page 14 www compac co nz Overview of Web Pages Pricing Site Site Details Tanks Compac Industries Ltd Card Reports The Events page allows a user to export the events that have happened on site OPT Status Export the site events date time selectable The Pricing page allows a user to change price schedules Pricing Change the prices of the price schedules This page displays a quick status summary of the sites Site Name Site Code Site Status Device Type Tank Alarms The Site Details page is accessed from the Site page It allow
32. ported O Exclude Tagged Transactions from Report Page 41 www compac co nz Transactions Screen Report Name Export Type Site Format Reference Card Range Start Date Start Time End Date End Time Time Zone Saved Lists Table to Select From Columns from Table Tagged Transactions Compac Industries Ltd Transactions Reports The Transactions screen gives you the option of exporting transaction information in a variety of formats You can enter a name for the report for your reference Optional Click on the down arrow to choose between a Report or an Export Reports are a selected list of fields formatted into an easily readable document Can be exported as pdf or xls files Selecting Reports will lock the field tables Exports are for people who require more detailed information not contained in reports You can select the fields you want from the tables and columns The list can be saved for future exports Exports are available in csv pdf xIs and HTML4 formats Choose all sites or highlight the site and use the arrows and B to move it from the Sties Selected field and back again Clicking the The g F double arrows x and will move all sites at once The options available will vary depending on whether a Report or Export has been selected See Export Type above You can add an optional reference number You can select an export of data from a range of card numbers The data wi
33. s more site status data to be displayed including Site name Site address Date and time data was last transmitted from site Heartbeat Printer status OK Paper Low Printer Errors Power status No Mains Mains OK Battery low OPT temperature measured inside the unit Price schedule used for the site Available to pricing role users only Tank gauging data Table of the last 10 tank drops or deliveries Table of the last 10 non snapshot site events A linkto a PDF copy of the Site Audit document Alink to photographs of the installation where available The Tanks page allows an overview of tank gauging data to be displayed including Site name or short form of site name Product Tank number Gross volume Safe fill level Ullage Water height Date and time last updated Alarms high level low level water level old tank data This page provides summary information for all the tanks installed across all sites for the country the user has access to with relevant information about each tank Page 15 www compac co nz Card Reports Transaction Reports Compac Industries Ltd Overview of Web Pages The transactional data can be exported from this page Transactions Export the transactions in a formatted report or export the raw data date time selectable Transaction Totals Export the transaction totals in a formatted report or export the raw data dat
34. saandts Pescnest sues Lana E EA 21 Export Options for Everrtser aiba aa 24 Exporting Events and Event CodBSu aaa AGARAN A NANA ASARAN AAKALA 25 Event Code E sauces savideduiasdicedaascdesusasincsssavivssudaeivsstunesh E E 28 SiG SCIGSM AA AA 30 Site Details SCre em aa AAKALA ANAN ADS 30 TaNKS SEEN secede eset ccssucccassanecessatecinsaatensvasscuesvadsedesuasetassucecsexsecexassdtessusuctesasucoutsddascssusadeentscadscxssucnsrstadlesse sserssenaeetsinbectes 33 TANK REPOMMS A 34 Tank Delve me 5a a AGIT NB NAG DAA ADA DB AGAD AA AA 34 TANK INVENIO Ny ses aa AA NGA kaaa T La nAg sasiebcncuaeasis haessmetaaesagtasacteendsceestuace 36 Tank Reconciliation 0011111110 0 111111111111 1ArAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEAEEEEEEEAEE EErEE 38 Transactions Reports pam NARANASAN ANAN 40 Transactions Screen 01 1111110 40 Transaction and Site Data Available for Selection 0 AA 43 Export Options for Transactions Screen aaaaananaa awan aa tettet GG GG NN NA ANAGNNGG ENNA NA ANASKNGG AG CA NAANAGNGGG A0 GANA ANasansnan00anANA 44 Transaction Totals again Nd a a Ba AA 46 Card Reports Conditions of Use Change Price Schedule 1 a GAAN GARTE KANONA RAA NAATA KANSANA RANAS RAAKANA NAG 47 Additional Features Glossary of Terms Compac Industries Ltd Page iv www compac co nz Product Identification CompacOnline User Manual Manual Title CompacOnline User Man
35. tallation and operating conditions may affect the performance of the equipment Compac Industries Limited has no control over each installation s unique operating environment Hence Compac Industries Limited makes no representations or warranties concerning the performance of the equipment under the actual operating conditions prevailing at the installation A technical expert of your choosing should validate all operating parameters for each application Page 2 Conditions of Use Compac Industries Limited has made every effort to explain all servicing procedures warnings and safety precautions as clearly and completely as possible However due to the range of operating environments it is not possible to anticipate every issue that may arise This manual is intended to provide general guidance For specific guidance and technical support contact your authorised Compac supplier using the contact details in the product identification page Information in this manual shall not be deemed a warranty representation or guarantee For warranty provisions applicable to the equipment please refer to the warranty provided by the supplier Unless otherwise noted references to brand names product names or trademarks constitute the intellectual property of the owner thereof Subject to your right to use the equipment Compac does not convey any right title or interest in its intellectual property including and without limitation its
36. tions Transactions and Transaction Totals The Transactions screen has more selectable options while the Transaction Totals screen is used to generate a pre formatted report The Transactions screen gives you the option of exporting transaction information in a variety of formats Page 40 www compac co nz Transactions Reports conpac Transactions Screen HOME TRANSACTIONS SETTINGS ADMINISTRATOR Report Name Untitled EVENTS Export Type Export PRICING TR Pa SITE Sites Not Sites TANK REPORTS Selected Selected TANKS Lake Pupuke Marina TRANSACTION REPORTS Queen St Truckstop Erewhon Truckstop Site Cape Reinga Truckstop LOG OUT Farewell Spit Truckstop Stuart Island Truckstop Lake Matheson Marina Hampton Downs Truckstop Paratai Drive Truckstop Format Comma Separated Variables csv Reference Optional ga 3 n Card Range Ta Optional Inclusive of numbers entered Start Date 07 04 2011 ial Tagged Transactions Compac Industries Ltd Start Time 00 00 End Date 03 04 2011 End Time 00 00 Time Zone UTC 12 00 Auckland Wellington ae E w wf Transactions NI Selected Columns Saved Lists Table To Select From Columns From Table TerminallD A g CardNumber J DateTime 7 B Reference Br ProductCode C Pump Hose ba Amount K Quantity SA Save Current List List name Tag Transactions as Ex
37. tions with DPS live Compac request for pinpad status not replied to Communications to site lost Communications to site restored Power is on but battery voltage is low recharging Power is off and battery backup voltage is low Power has been restored Mains power has been lost and OPT is running on battery Receipt printer paper is low Printer not working Printer fault has been cleared www compac co nz Card Reports Site Screen Site Screen This page displays a quick status summary of the sites you have access to Site Name Site Status Device Type Tank Alarm Lake Pupuke Marina Online Queen St Truckstop Online TRANSACTION REPORTS LOG OUT Site Details Screen The Site Details page is accessed by clicking on a Site Name on the Site page and allows more status data to be displayed about the selected Site Compac Industries Ltd Page 30 www compac co nz Site Details Screen Card Reports HOME SITE DETAILS Lake Pupuke Marina SETTINGS ADMINISTRATOR gawan SITE STATUS INFORMATION Address Lake Pupuke Auckland New Zealand TANK REPORTS Last Site Data 13 04 2011 7 25 45 a m TANKS Printer Status OK TRANSACTION REPORTS Power Status OK LOG OUT Temperature 19 4C PRICING Price Schedule Lake Pupuke Product Tank Gross Volume Safe Fill Level Ulage Water Last Probe Data Alarms No Height 42011 0 13 04 2011 7 28 41 a m 104 500
38. to pricing role users only not shown in this example Tank Gauging details for Tanks located at the site Product Tank Number Gross Volume measured from the ATG TC Volume Temperature Compensated Volume from the ATG Safe Fill Level Shell Defined Ullage Safe Gross Volume Water Height Temperature Alarms High amp low Levels Events Last 10 Non Snapshot Real time as the event happens Status Table with the last 10 non snapshot site events Pump Offline Pump Online Receipt Printer Out Of Paper Transaction Amount Missed Transaction Deleted Transaction Lost Tank Offline Tank Online Tank Leaking Tank Level Low Tank Level High Tank Drop Started Tank Height Entered Tank Volume Entered Controller Power On Controller Power Off Pass Code Entered Back Door Pass Code Entered Low Power Detected Watchdog Reset Price Change PIN Pad Status Change One Shot Reset Snapshot Tank Level Event at a set time default midnight download schedule Snapshot Pump Total Event at a set time default midnight download schedule Site Information Link to PDF of the Site Audit Link to site photographs where available Page 32 www compac co nz Tanks Screen Card Reports Tanks Screen This page provides summary information for all the tanks installed across all sites for the country the user has access to with relevant information about each tank Tank Gross Water Last No Volu
39. ual Publication Date 27 04 2011 Models Covered CompacOnline Website Software OWS 1 0 3 6 CompacOnline Website Webservice Software WEW 1 0 3 2 Application Online Administration of remote sites Validity Compac Industries Limited reserves the right to revise or change product specifications at any time This publication describes the state of the CompacOnline software at the time of publication and may not reflect the product at all times in the past or in the future Manufacturer Contact The CompacOnline software is designed by Details Compac Industries Limited 52 Walls Road Penrose Auckland 1061 New Zealand P O Box 12 417 Penrose Auckland 1641 New Zealand Phone 64 9 579 2094 Fax 64 9 579 0635 www compac co nz Copyright 2011 Compac Industries Limited All Rights Reserved Card Reports Document Control Information Document Control Information Document Information and Revision History Document Deiails CompacOnline User Guide Generic File Name and Location G Masters Manuals Authorised Manuals Compac Online Current Revision Author s R Lacey 13 04 2011 Added document control information and software updates Compac Industries Ltd Page 6 www compac co nz New Features New Features Compac Industries Ltd Card Reports The current version of the CompacOnline software has several changes from the earlier software Transaction Reports amp Transaction Exports Export types can be ch
40. xcluded from the screen Pupuke SCHEDULE The DateTime below specifies the time that the prices change in local time for each site Product Active Price New Price Diesel 1 533 l DateTime To Apply Schedule Time 15 P2105 E Date 11 Aon S 201 E Ap Sehedue 4 Enter in the new price for each product 33 on 5 Select the date and time when the schedule will apply ANOTE This is in local time for each site that the price schedule is associated with 6 Click the Apply Schedule button You can then continue editing other Compac Industries Ltd Page 47 www compac co nz Transaction Totals Change Price Schedule schedules 7 When finished editing the pricing schedules click the Close Schedule button Compac Industries Ltd Page 48 www compac co nz Additional Features Transaction Totals Additional Features Auto E mail Alerts CompacOnline can generate e mail alerts to be sent to one or several e mail addresses Contact Compac to have this option set up Customisation Compac can customise the functions of the CompacOnline programme for your specific requirements such as E mail or text alerts Customised reports Additional reporting fields Contact Compac with your requirements Compac Industries Ltd Page 49 www compacngv com Transaction Totals Glossary of Terms Glossary of Terms TERM ATG CSN CSV DPS EFTPOS Heartbeat OPT SFTP Snapshot
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