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CIMScan User`s Manual

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1. New Group Administrators can be easily created by clicking on Add Edit Users in the Admin System Admin menu as shown below System Admin Assign Remote Devices Group Admin Sensor Type Settings Main Map Add Edit Groups Secondary Map Edit Roles Add Edit Users System Settings Add Edit Phrases Sensor Validation Add Edit Departments Edit Units New users can be created by clicking on the Add New hyperlink highlighted in red at the bottom of the page The profile for existing users can be edited by clicking on Add Edit User Info in the dropdown list on the row with the user s general information Action First Name Last Name Active Select Value System Administrator A Select Value Group Admin A Select Value Mormal Useri 234 A Select Value View Only User A Select Value Dave 58 A Select Value Kevin Demo A Select Value Pharmacy Tech A TE validation Test A Select Value Demo Tester A Select Value Hospital User A Select Value Cleanroom User A Select Value Warehouse User A Select Value Energy User A Select Value Remote User Select Value r Demo RTI A Add New 1of1 10 The following page contains an annotated screenshot of the Add Edit User page Cleanroom During Ares Microbiology Lab Composit Curing area Q Hospital Energy Add User First Hame Last Hame Tithe Escalation Lavel No Message Sent F Login Password Password Password Strengt
2. no one acknowledges the third set of messages The system will go through all four defined escalation levels sending the message to the appropriate people Once it reaches the top escalation level the system will repeatedly send the message at the Escalation Timeout interval until the message is acknowledged by someone Message Templates The message templates are shown at the bottom of the page and are simple text strings containing any information desired Escapes can be embedded in the string to allow the insertion of real time data whenever the message Is created The list on the following page shows the escapes that are currently available N name of the sensor point typically unit being monitored V current measurement value U units of measure G group name L location of the sensor S sensor type string from sensor type table P sensor parameter string from sensor type table A alert type alarm warning or error T the time that the alarm or alert was detected E error string alerts Messages can be sent to users via email pager or cellular telephone text messaging They can also be sent via voice telephone if the CIMAlert message delivery package is installed on the server Map Page Maps that show the real time sensor and or group status can be installed by using the Map Editor Program 0 5th Floor Feinberg 9 Surgical Services Tissue Store Creating New Group Administrators
3. works ESCALATION xX LEVEL yg 7 x E DK 3 CH J To Mike Acknowledged 1 a ACKNOWLEDGEMENT TIMEOUT 27 2 To Sue amp Jim Sue Acknowledged Dx N o MESSAGE 0 7 1 9 A high alarm has been INconkecTeD The high alarm at 2R12 in Blood detected at 2R12 in Bank has remained uncorrected Blood Bank The for 25 minutes The current value current value is 6 C is 9 C Consider a situation where an alarm is detected in refrigerator 2R12 in the blood bank The system generates an alert message as shown above 1 and sends it to Sue and Jim because they have been assigned Escalation Level 1 Assume that neither Sue nor Jim acknowledges the alarm After the Escalation Timeout period the system advances the escalation level and sends the alert message to Mike 2 Mike acknowledges the alert and further notification ceases for the moment Assume that the alarm condition persists After the Message Resend Timeout has expired 3 the system will generate a new message informing the users that the alarm has not been corrected The message will be initially sent to Sue because she is at Escalation Level 1 If Sue acknowledges the message and escalation ceases again for the moment The system will react again if the alarm remains uncorrected after a second Message Resend Timeout has occurred 4 The example above shows what will happen if
4. CiMScan Monitoring System System Administrator s Guide For ClMScan Version 6 by ClMTechniques lnc 1215 Prince Street Beaufort SC 29902 USA 800 246 9456 843 521 9897 843 521 9818 FAX sales cimtechniques com Revised May 18 2011 CiMScan Overview ClMScan is an incredibly easy to configure and use real time monitoring system It is typically used to alert users to abnormal conditions that have been detected where critical materials are stored or processed While the system is normally used to monitor temperatures it can be used for anything for which a sensor is available This manual contains information specifically for System Administrators and should be used in conjunction with the CIMScan User s Manual and the Group Administrator s Guide Table of Contents Editing the System Settings The system wide settings can be accessed by clicking on System Settings in the Admin System Admin menu This will display the page shown below Test Site System Name Password Expiration Days 120 20 Session Timeout Min Alarm Processing Enabled Require Alarm Acknowledgement Send Alarms Enabled 7 7 Require Assignable Causes F 7 7 Audit Trail Enabled Remote Comm Loss Timeout Ind Min 45 Group Status Refresh Rate Sec 60 Trend Chart Default Period Hrs These settings apply to the entire system The following section describes each setting in detail Sy
5. e Method Messages can be delivered by one means during working hours and by a different means outside this time The starting and ending times for the workday can be entered into the appropriate fields using a keyboard A mouse can be used to select the times from the time entry helper as shown in the screenshot below Start Work 2 00 AM F E End Work OD PM j Simply click on the appropriate buttons to select the time to be entered into the field containing the cursor Edit the User s Contact Information A user s contact information can be entered into these fields Work Contact jon smith cimtechniques 894 639 8 521 Contact S86 3271 65943 The delivery method to be used while at or away from work will be determined by the information entered here User can enter either an email address and or a telephone number Multiple entries can be separated using a semicolon or colon Department The Department Selection function on this page appears when editing a user s profile and when creating a new Group Administrator Please Note The System Administrator is required to create the very first Group Administrator and the first Group for each Department and place that Group Administrator in a Group before users created from the Group Administrator can belong to the same group Dept Manne GLOBAL World Hospital 13 Select the User s Role The user s role access pr
6. h Start Work 7 1 og aM End Work 3 on PM Active InActve Work Contact Hon Work Contact Dpt Hame GLOBAL F Add Roles Groups Hormal User 7 Edit User s Name and Title A user s public name appears in alarm acknowledgment user notes and in the audit trail This information can be easily edited by selecting the appropriate field and making the required modifications using the computer s keyboard First Hame Jon Last Name Smith Title Supervisor 11 Select the User s Position in the Call List In the previous section in this user s guide the message delivery process was discussed Each user can be assigned an escalation level This determines when in the notification process a message will be sent to the user The escalation level can be easily changed using the dropdown list displayed on the following page Escalation Level First Called T Mo Message Sent Second Called Third Called Fourth Called Add or Change the User s Password A user s password can be changed by entering it in the two fields provided Passwords are case sensitive and both passwords entered must be identical Login Supervisor Password Change Change Password 2 Mew Password Confirm Password Password Strength Make the User Active Only Active users can log onto the system Active Active F InActive 12 Setup Specific Contact Tim
7. ilities and functions Viewer Normal User Group Admin System Admin lt ALENE LIA SA SSNPS S w 5 414 Group Status Page Add Acknowledgement Add Notes Show Map Sensor Info Trend Chart Administrator User Group Admin Guide System Admin Guide meig ee Reports Er 1 ail ral AL F pisi 0 Adding New Groups New Groups can be added to the system or existing ones can be edited by clicking on Add Edit Groups in the Admin System Admin menu This will display the page shown below Groups Department Group Name Short Name Users Sensors Escalation Resend Map Page GLOBAL Cleanroo m CR 10 15 5 cleanroo m GLOBAL Curing Area CA GLOBAL Microbiology Lab Microbiology Lab GLOBAL Composit Curing Area Q Q GLOBAL Hospital Hospital GLOBAL Energy Energy world Remote Site Remotel N OW oO CF WwW GLOBAL Facilities FAC N D p5 fe o te N N J O H n d a e GLOBAL warehouse Warehouse 5 Group Name Resend Timeout Min Short G
8. ivilege can be selected at the bottom of the page only one role can be chosen Please Note Group selection only appears when creating new users and it is located beside the Role function Roles Groups Normal User T Cleanroom J Curing Ares Microbiology Lab T Composit Curing Area J Hospital Enargy 14 Selecting User s Groups New Group Administrators can be assigned to a specific group or groups by clicking on Admin System Admin Users to display the user selection page as shown below Satem Admin Assign Remote Devices Group Adnin Sensor Type Settings Main 32 Added Groups Secondary Map Edit Roles AMEE Users System 7758 ANE dT Phrases Sensor 167 ACHE Departments Edit Units Select Value z Syatern Administrabor A Select Value Groug Admin A Select Value Normal User1 234 A Add Edit User Info Sew ou E T Add Edit User groups User Hame Graup 7 scone 97 Curing Area Microbiology Lab Compost Curing Area a Hospital Energy Remote Ste Facilities Warehouse Click on Add Edit User Groups to display the Group Selection page Make the appropriate selections and then click on Submit to complete the transaction 15
9. om the time of selection Hrs Configuring the User Roles Each user is assigned a Role Roles control what a user has access to Any number of Roles can be created in a CIMScan system Four default roles are provided These can be easily modified by selecting the Roles page from the main menu as shown below system Admin Assign Remote Devices Group Admin Sensor Type Settings Main Map Add Edit Groups secondary Map Edit Roles Add Edit Users System Settings Add Edit Phrases sensor Validation Add Edit Departments Edit Units Name Description Action Name Description Created By Edited By Created Date Edit System Admin system Administrator system 10 10 2008 5 08 Administrator PM Edit Group Group Administrator system 10 13 2008 9 58 Administrator Administrator Edit Normal User normal system 10 14 2008 4 08 Administrator PM Edit View Only User View Trend Reports and System 10 16 2008 1 55 Group Status Administrator PM Add New 1of1 New roles can be created by clicking the Add New hyperlink Existing roles can be modified by clicking Edit in the row containing the desired Role information Care should be taken when editing the roles not to inhibit access to the role page by the system administrator Roles are configured by checking the appropriate checkboxes to allow access to a specific page or function The annotated screenshot on the following page shows what checkboxes control various access capab
10. roup Name Escalation Timeout Min Dept Name GLOBAL v Uncorrected Message Template The A condition remains for 96N in L The current P is 96V U Detected at T Map Page Normal Message Template 7 A has been detected at 96N in L The current 96P is P 3U Detected at T Calculated Value Heading Statistics Report Heading Add Group Name The Group Name and a short name can be edited The Group Name appears in page and report headings Short Group Name is limited to 16 characters and is used for identifying groups when utilizing specialized features of CIMScan such as the Service Tool Message Delivery Timeouts Alert messages are generated whenever an alarm or a warning condition is detected or if a system error such as a sensor failure occurs The system will continue to send alert messages on a user specified interval until the alert is acknowledged The interval is called the Acknowledgement Timeout Each user is assigned an escalation level beginning with 1 Users with an escalation level of 1 will receive the initial message A user with a level of 2 will receive the second message This process repeats until all escalation levels have been covered The system can be configured so that users will only receive messages generated at their escalation level or it can be set up to send messages to all users at or below the current escalation level The following diagram shows how the escalation process
11. stem Name This is the name that appears in the heading of the reports Password Expiration Passwords automatically expire in this number of days session TimeOUt Users are automatically logged off after this number of minutes of inactivity i This should be checked if incoming measurement values are to be compared with alarm or warning limits and the appropriate action taken This should be checked if users are required to acknowledge alarms or errors This should be checked if users are required to supply an assignable cause during an alarm acknowledgement The system will send alerts to the designated users when an alarm or warning condition is detected if this box is checked All user settings changes will be recorded in the audit trail log if this box is checked This timeout is sent to remote station for their local communication loss processing Min The group status pages will be automatically refreshed in this amount of time Users can manually refresh the page at any time by using the browser controls Sec Alarm Processing Enabled Require Alarm Ack ment Require Assignable Cause Send Alarms Enabled Audit Trail Enabled Remote Comm Loss Timeout Group Status Refresh Rate Trend Chart Default Period Trend charts displayed from the group status page contain measurement data for the amount of time contained in this field fr

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