CompacOnline User Guide - Generic

CompacOnline User Guide - Generic

CompacOnline User Guide

Version 1.0.0

Card Reports

Conditions of Use

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 installation 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.

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 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.

Compac Industries Ltd.

Page 2 www.compac.co.nz

Contents

Conditions of Use ............................................................................................................................................................. 2

Product Identification CompacOnline User Manual ....................................................................................................... v

Document Control Information ........................................................................................................................................ 6

New Features ..................................................................................................................................................................... 7

Overview of CompacOnline Design ................................................................................................................................. 8

CompacOnline Roles ...................................................................................................................................................... 10

Logging into CompacOnline .......................................................................................................................................... 11

Home Screen ................................................................................................................................................................... 12

Overview of Web Pages .................................................................................................................................................. 14

Settings Screen ............................................................................................................................................................... 17

Cards ................................................................................................................................................................................ 18

Card Reports .......................................................................................................................................................... 19

Events Screen ................................................................................................................................................................. 21

Export Options for Events Page .................................................................................................................................... 24

Exporting Events and Event Codes ............................................................................................................................... 25

Event Codes .................................................................................................................................................................... 28

Site Screen ....................................................................................................................................................................... 30

Site Details Screen .......................................................................................................................................................... 30

Tanks Screen ................................................................................................................................................................... 33

Tank Reports ................................................................................................................................................................... 34

Tank Deliveries ...................................................................................................................................................... 34

Tank Inventory ....................................................................................................................................................... 36

Tank Reconciliation ................................................................................................................................................ 38

Transactions Reports ..................................................................................................................................................... 40

Transactions Screen .............................................................................................................................................. 40

Transaction and Site Data Available for Selection ................................................................................................. 43

Export Options for Transactions Screen ................................................................................................................ 44

Transaction Totals ................................................................................................................................................. 46 iii

Card Reports

Conditions of Use

Change Price Schedule .................................................................................................................................................. 47

Additional Features ......................................................................................................................................................... 49

Glossary of Terms ........................................................................................................................................................... 50

Compac Industries Ltd.

Page iv www.compac.co.nz

Product Identification CompacOnline User

Manual

Manual Title

Publication Date

Models Covered

CompacOnline User Manual

27/04/2011

CompacOnline Website Software OWS 1.0.3.6

CompacOnline Website Webservice Software WEW 1.0.3.2

Application

Online Administration of remote sites

Validity

Manufacturer Contact

Details

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.

The CompacOnline software is designed by:

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 v

Card Reports

Document Control Information

Document Control Information

Document Information and Revision History

Document Details CompacOnline User Guide (Generic)

File Name and Location

Current Revision Author(s)

G:\Masters\Manuals\Authorised Manuals\Compac Online

R Lacey

R.Weir Release Date:27/04/11

Authorised By:

Version Date

1.0.0

Author(s)

13/04/2011 R Lacey

Revision Notes

Added document control information and software updates.

Distribution

Name Indicator Location

Compac Industries Ltd.

Page 6 www.compac.co.nz

New Features

New Features

Card Reports

The current version of the CompacOnline software has several changes from the earlier software.

Transaction Reports & Transaction Exports

Export types can be chosen 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.

Compac Industries Ltd.

Page 7 www.compac.co.nz

Card Reports

Overview of CompacOnline Design

Overview of CompacOnline Design

Compac Industries Ltd.

Page 8 www.compac.co.nz

Overview of CompacOnline Design

OPT

Card Reports

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 unit 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.

Software

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.

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

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 country

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.

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, .xls, .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.

Compac Industries Ltd.

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Logging into CompacOnline

Logging into CompacOnline

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Website

User Name

The address for CompacOnline is: www.compaconline.com

User ID‟s will be assigned based on the user‟s name.

Compac Industries Ltd.

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Card Reports

Password

Home Screen

Home Screen

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 both 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.

Compac Industries Ltd.

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

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Home Screen

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 redirected to this screen which will show you the reports that are ready for viewing and the reports that are being processed.

All reports generated are removed from this screen after 24 hours whether viewed or not.

Compac Industries Ltd.

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Card Reports

Overview of Web Pages

Overview of Web Pages

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.

Home / Reports

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.

All reports are removed after 24 hours whether viewed or not.

Settings

The Settings 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

Administrator

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)

Card Reports

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

Cards

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.

Events

Compac Industries Ltd.

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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 allows 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 link to a PDF copy of the Site Audit document

A link 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.

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Card Reports

Transaction Reports

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 (date time selectable).

Compac Industries Ltd.

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.

Compac Industries Ltd.

From the Settings page the user can:

Change their password. For password protocols refer to: Logging In to

CompacOnline.

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.

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Card Reports

Cards

Cards

Compac Industries Ltd.

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.

Page 18 www.compac.co.nz

Cards

Card Reports

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.

It is recommended that you do not delete cards as all information in relation to the card will be lost. It is best to make the card

"Invalid" if you do not want it used in future.

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.

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

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.

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Events Screen

Events Screen

Card Reports

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.

Compac Industries Ltd.

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.

The Events page only allows the Export option.

2 Site

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Card Reports

Compac Industries Ltd.

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 & Time Zone

The start and end dates and the time zone drop boxes limit the report generated to a certain time period so that a local time based on the UTC time can be selected & presented on the export.

If 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

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.

A

B

C

D

E

F

A Any previous saved lists appear in this drop box. To load a saved 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.

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Events Screen

Card Reports

The and columns list.

buttons are used to arrange the columns in the selected

The button is used 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.

Compac Industries Ltd.

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.

If you are unsure what columns to select to export data using the events page, select Date Time 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

Date / Time

Pump

Tank Water

Tank Temperature

Pump Status

Pump Amount - $$

Pump Quantity - L

Tank - #

Tank Volume – Gross

Types

Event Group

Sites

Site Name

Printer Status

Last Status

Power Status

Temperature

Tank Status

Pump Price- $/L

PIN Pad Status

Name

Device ID

Address

PIN Pad Status

Time Zone

Compac Industries Ltd.

Page 24 www.compac.co.nz

Exporting Events and Event Codes

Customised Data Export

Card Reports

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

Date/Time

Event Type

Event Group

Pump

Tank

Name

Sites

Events

Events

Event Type

Events

Events

Event Type

Selecting a date and time range and click Export.

Compac Industries Ltd.

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Exporting Events and Event Codes

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

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 0:00

EventType EventGroup Pump Tank

245

245

Tank

Tank

1

2

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 0:00

Lake Pupuke Marina 1/01/2009 3:05

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 0:00

246

246

246

246

246

90

245

245

246

246

246

Pump

Pump

Pump

Pump

Pump

Site

Tank

Tank

Pump

Pump

Pump

1

2

3

4

5

1

2

3

2

1

Name

Snapshot Tank Level

Snapshot Tank Level

Snapshot Pump Total

Snapshot Pump Total

Snapshot Pump Total

Snapshot Pump Total

Snapshot Pump Total

Date Change

Snapshot Tank Level

Snapshot Tank Level

Snapshot Pump Total

Snapshot Pump Total

Snapshot Pump Total

Compac Industries Ltd.

Page 26 www.compac.co.nz

Exporting Events and Event Codes

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 0:00

Lake Pupuke Marina 2/01/2009 3:05

Lake Pupuke Marina 3/01/2009 0:00

Lake Pupuke Marina 3/01/2009 0:00

246

246

90

245

245

Pump

Pump

Site

Tank

Tank

4

5

1

2

Card Reports

Snapshot Pump Total

Snapshot Pump Total

Date Change

Snapshot Tank Level

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.

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Card Reports

Event Codes

Code

86

87

88

82

83

84

85

60

61

80

81

54

55

56

57

98

101

102

104

89

90

96

97

105

108

51

52

53

21

48

49

50

17

18

19

20

0

1

16

Event Codes

The following is a list of event codes and a description of the event.

Location

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Tank

Tank

Tank

Tank

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Tank

Tank

Tank

Tank

Tank

Tank

Pump

Pump

Site

Site

Site

Site

Site

Message Description

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

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 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

Low Power Detected

Date Change

Battery power low

Time synchronisation (every day at midnight)

Watchdog Reset Watchdog has not reset, software code error

2nd Forecourt Controller Online 2nd Forecourt Controller Online

2nd Forecourt Controller Online 2nd Forecourt Controller Online

Pin Pad Status Change Communication status with DPS changed (live)

One Shot Reset

Modem Reset

Attempted to re-establish online communications

Modem has reset

Site Operating Slow

GST rate Updated

Delay detected between PIN pad entry and screen prompt

GST rate Updated

Compac Industries Ltd.

Page 28 www.compac.co.nz

316

317

318

320

304

310

311

315

321

322

300

301

302

303

Event Codes

243 Price

245

246

Tank

Pump

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

Site

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

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 communications 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

Compac Industries Ltd.

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Card Reports

Site Screen

Site Screen

This page displays a quick status summary of the sites you have access to.

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

Compac Industries Ltd.

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.

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 (available 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 & 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)

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Tanks Screen

Tanks Screen

Card Reports

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.

The following information is displayed for each Tank:

Site

Tank Number

Safe Fill Level (User Defined)

Water Height

Alarms (High & low Levels)

Product

Gross Volume (measured from the ATG)

Ullage ( = Safe – Gross Volume )

Last Update

Compac Industries Ltd.

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Tank Deliveries

Tank Reports

Tank Deliveries

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.

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.

Select the format 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.

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Tank Reports

Tank Deliveries

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.

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Tank Inventory

Tank Inventory

Tank Reports

The inventory report will either give a report for an individual site or all sites within the group.

A .pdf example of the first page of a full report is shown below.

Compac Industries Ltd.

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:

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Tank Reports

Field

Tank

Grade

Tank Capacity

Safe Fill Level

Gross Volume

Ullage

Water Height

Dipped

Alarms

Tank Inventory

Description

Tank number

Grade of fuel in tank

Total capacity of tank in litres

Maximum rated capacity of tank in litres

Current volume of fuel in tank in litres

Difference between gross volume and safe fill level in litres

Height of water level in tank in millimetres

Time and date of last tank gauging measurement

Alarms for:

Low Tank Level - 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 Reconciliation

Tank Reports

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.

Field

Date

Opening Dip

Deliveries

Sales

Closing Dip

Closing Book

Loss/Gain - Daily

% - Daily

Compac Industries Ltd.

Description

Date of transactions from midnight to midnight.

Tank level recorded by tank gauge at midnight

Deliveries made that day in litres

Sales in litres made that day

Tank level in litres recorded by tank gauge at midnight (Becomes opening dip for the following day)

Opening Dip plus Deliveries less Sales in litres

Loss or gain for the day measured against the opening dip in litres

Percentage of loss or gain

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Tank Reports

Loss/Gain - Cumulative

% - Cumulative

Tank Reconciliation

Loss or gain for the period measured against the opening dip in litres

Percentage of loss or gain over the reporting period

Compac Industries Ltd.

Page 39 www.compac.co.nz

Transactions Screen

Transactions Reports

Transactions Reports

The Transaction Reports menu has two options: Transactions and

Transaction Totals. The Transactions screen has more selectable options while the Transaction Totals screen is used to generate a pre- formatted report.

Transactions Screen

The Transactions screen gives you the option of exporting transaction information in a variety of formats

Compac Industries Ltd.

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Transactions Reports

Transactions Screen

Compac Industries Ltd.

Page 41 www.compac.co.nz

Site

Format

Reference

Card Range

Start Date

Start Time

End Date

End Time

Time Zone

Saved Lists

Table to Select From

Columns from Table

Transactions Screen

Report Name

Export Type

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,

.xls and HTML4 formats.

Choose all sites or highlight the site and use the arrows and . to move it from the Sties Selected field and back again. Clicking the The double arrows 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 will 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 and box. The double arrows other at once.

arrow buttons to move it across to the Selected Column

and will move all field from one box to the

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 arrow buttons.

To prevent accidental duplication of exported data, transactions can be tagged as exported. If you do not want to export tagged transactions, select the appropriate box.

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Transactions Reports

Transaction and Site Data Available for Selection

Export

be undone.

Tagging transactions affects all database users and cannot

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

Specific Transaction Data Elements Available for Selection:

Column Description

Terminal ID

Card Number

Date Time

Reference

Product code

Pump

Hose

Amount

Quantity

Unit Price - $/L

Exported

Odometer

Receipt

EOV

Shell Docket

LocalDateTime

User ID

Registration

Test*

Date

Time

Specific Site Data Elements Available for Selection:

Paymark / First Data ID

Masked card number

Date and Time (at selected zone)

Sequential reference number

Assigned product code

Pump number

Hose number

Total transaction in dollars and cents

Quantity dispensed in litres

Unit price in Dollars per litre

Tagged as exported

Odometer reading

Copy of paper printout

Offline transaction flag

Shell Reference #

Date and time at site

User ID number if requested and entered

Test card swiped (True) * Aviation sites only

Date (converted to selected time zone)

Time (converted to selected time zone)

Compac Industries Ltd.

Page 43 www.compac.co.nz

Export Options for Transactions Screen

Transactions Reports

Column

Site Name

Printer Status

Last Status

Power Status

Temperature

Controller Num

URN

Device ID

Address

Pinpad Status

Time Zone

Description

Name of site

Online or Offline

Last recorded status

Power status

Temperature inside unit

Controller number

Unique Reseller Number

ID of device

Address of site

Status of pinpad

Time zone of site

Export Options for Transactions Screen

Transactions

On the Transactions screen the optional Reference field is located on the fourth row after the Format field.

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.

The first option marks each transaction that is exported (used in subsequent reports). The second option is used to exclude any transaction that has been tagged from a previous report generation.

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:

Compac Industries Ltd.

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Transactions Reports

Export Options for Transactions Screen

Terminal ID – Paymark/ First

Data ID

Card Number

Date Time

Reference number

Product Code

Pump

Hose

Amount- Total

Quantity – Litres

Unit Price - $/L

Exported

Odometer

Receipt – copy of paper printout

EOV – Offline Transaction Flag

User ID

Date

Time

Compac Industries Ltd.

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Transaction Totals

Transaction Totals

Transactions Reports

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.

Clicking Export will generate a report covering all sites like this:

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.

To change the price schedule:

1. Click on the 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.

For clarity, some sites have been excluded from the screen below.

Compac Industries Ltd.

4. Enter in the new price for each product.

5. Select the date and time when the schedule will apply.

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

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Transaction Totals

Change Price Schedule

schedules.

7. When finished editing the pricing schedules, click the Close Schedule button.

Compac Industries Ltd.

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Additional Features

Additional Features

Auto E-mail Alerts

Customisation

Transaction Totals

CompacOnline can generate e-mail alerts to be sent to one or several email addresses. Contact Compac to have this option set up.

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.

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Transaction Totals

Glossary of Terms

TERM

ATG

CSN

CSV

DPS

EFTPOS

Heartbeat

OPT

SFTP

Snapshot

TC Volume

Ullage

ULP

URN

UTC

Glossary of Terms

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

Compac Industries Ltd.

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