Berlinger SmartView 6 User Manual

User Manual
SmartView 6
1 — Last update: 2 May 2024
Table of Contents
1. Overview ............................................................................................................................................ 6
1.1. Basic configuration..................................................................................................................... 8
1.2. Use Cases ................................................................................................................................. 9
1.2.1. Set up a new Sector for Monitoring .................................................................................. 10
1.2.2. Create a new Shipment.................................................................................................... 21
1.2.3. Setting up a new User...................................................................................................... 31
1.2.4. Move a Device from a Sector to Another .......................................................................... 35
1.2.5. Move a Device from a Sublicense to another Sublicense ................................................ 40
2. Signing in......................................................................................................................................... 42
2.1. Information Window.................................................................................................................. 46
2.2. Sublicenses.............................................................................................................................. 48
2.2.1. Switch Sublicense ............................................................................................................ 49
3. General............................................................................................................................................. 50
3.1. Main Menu ............................................................................................................................... 51
3.2. Icons within SmartView ............................................................................................................ 53
3.3. Use of Buttons ......................................................................................................................... 55
3.4. Glossary................................................................................................................................... 57
3.5. Graph....................................................................................................................................... 59
3.6. Statistics .................................................................................................................................. 66
3.7. Audit Trail................................................................................................................................. 69
4. Dashboard ....................................................................................................................................... 70
4.1. Locations ................................................................................................................................. 71
4.2. Active Sector Alarms ................................................................................................................ 72
4.3. Shipment.................................................................................................................................. 73
4.4. Active Shipment Alarms ........................................................................................................... 74
5. Locations ......................................................................................................................................... 75
5.1. Managing Locations ................................................................................................................. 78
5.2. Monitor(s)................................................................................................................................. 82
5.3. Network Offline Notifications .................................................................................................... 84
5.4. Defining a geofence for a location ............................................................................................ 86
6. Sectors ............................................................................................................................................. 88
6.1. Details...................................................................................................................................... 97
6.2. Alarms.................................................................................................................................... 101
6.3. Milestone for Sectors ............................................................................................................. 102
6.4. PDF Report for Sectors .......................................................................................................... 103
6.5. Modify a Sector ...................................................................................................................... 104
6.6. Measurements ....................................................................................................................... 109
7. Shipments ...................................................................................................................................... 112
7.1. Managing Shipments.............................................................................................................. 113
Page 3 of 277
7.1.1. Create a Master Shipment with 2 Subshipments ............................................................ 123
7.1.2. Shipment Details............................................................................................................ 128
7.1.3. Shipment Report ............................................................................................................ 133
7.1.4. Shipment Map................................................................................................................ 145
7.1.5. Shipment Alarms............................................................................................................ 146
7.1.6. Modify Shipments .......................................................................................................... 148
7.1.7. Final Closing of Shipments ............................................................................................ 151
7.2. Stopping a Shipment .............................................................................................................. 154
7.3. Creating a Milestone for Shipments........................................................................................ 156
7.4. Shipment Relevant Time ........................................................................................................ 157
8. TCI .................................................................................................................................................. 159
9. Devices .......................................................................................................................................... 163
9.1. Devices .................................................................................................................................. 164
9.1.1. CLm doc family .............................................................................................................. 165
9.1.2. Fridge-tag family ............................................................................................................ 166
9.1.3. SmartMonitor ................................................................................................................. 168
9.1.3.1. SmartMonitor SHIP L ............................................................................................. 170
9.1.3.2. SmartMonitor SHIP M ............................................................................................ 175
9.1.3.3. SmartMonitor SHIP S............................................................................................. 180
9.1.3.4. SmartMonitor SITE L ............................................................................................. 185
9.1.3.5. SmartSensor.......................................................................................................... 190
9.2. Device Association ................................................................................................................. 192
9.3. Device calibration................................................................................................................... 193
9.4. Manual File Upload ................................................................................................................ 194
10. Maps ............................................................................................................................................. 196
11. Shipment Dashboard ................................................................................................................... 198
11.1. Shipment Dashboard Details ................................................................................................ 199
11.2. Shipment Dashboard Alarm Statistics................................................................................... 200
11.3. Shipment Dashboard Device Usage ..................................................................................... 201
12. Reporting ..................................................................................................................................... 202
12.1. Alarms.................................................................................................................................. 203
12.1.1. Notifications about alarms ............................................................................................ 207
12.1.1.1. Notification Q-Tag Alarm...................................................................................... 209
12.1.2. Acknowledge an Alarm................................................................................................. 211
12.1.3. Document an Alarm ..................................................................................................... 213
12.1.4. Close an Alarm ............................................................................................................ 216
12.1.5. Q-tag Excursions ......................................................................................................... 217
12.1.6. Alarm markers in the graph .......................................................................................... 218
12.2. Manual Alarms ..................................................................................................................... 219
12.3. Custom Graph ...................................................................................................................... 222
12.3.1. Detail ........................................................................................................................... 226
12.3.2. Graph........................................................................................................................... 227
12.4. Shipment Analysis Report .................................................................................................... 230
Page 4 of 277
13. Configuration ............................................................................................................................... 231
13.1. Configuration policies ........................................................................................................... 234
13.2. Carriers ................................................................................................................................ 241
13.3. Customers............................................................................................................................ 242
13.4. Alarm Profiles....................................................................................................................... 245
13.5. Packing Systems.................................................................................................................. 248
13.6. Products............................................................................................................................... 251
13.7. Clinical Trials ....................................................................................................................... 255
14. Administration ............................................................................................................................. 257
14.1. User Management ................................................................................................................ 258
14.2. Access Control ..................................................................................................................... 260
14.3. Login Policy.......................................................................................................................... 263
14.4. Password Policy ................................................................................................................... 264
14.5. License Settings................................................................................................................... 265
14.6. Site Settings......................................................................................................................... 267
14.6.1. General ........................................................................................................................ 268
14.6.2. Range Settings ............................................................................................................ 269
14.6.3. Storage Conditions ...................................................................................................... 271
14.6.4. Root Causes ................................................................................................................ 272
14.6.5. Email Recipients .......................................................................................................... 273
14.6.6. API............................................................................................................................... 274
15. Profile........................................................................................................................................... 275
16. Sign Out ....................................................................................................................................... 276
17. Frequently Asked Questions (FAQ) ............................................................................................ 277
Page 5 of 277
User Manual SmartView 6 - 1_en
1. Overview
Reference number: MKT-80026-EN
Valid for 6.0 and above
Valid from: 05/2024
SmartView is a temperature monitoring solution that can help you improve daily workflows in terms of
quality, safety, and workload.
Supply Chain Visibility
End-to-end monitoring for effective decision-making
Multiple condition data provided to the right stakeholders in real-time enable delivering mission-critical
supply chain insights, ensuring quality, and reducing wastage and costs. Supply chain risks and
disruptions as well as quality reviews become predictable with the analytics of the Berlinger
SmartSystem.
Compatibility & Integration
Digitization of the supply chain and integration optimize efficiency
With wireless connectivity and all real-time data accessible in our cloud platform, the digitization and
scalability of your processes have never been easier. Take advantage of the application programming
interface (API) to integrate your TMS, ERP, IRT, or 3rd party device to experience the full power of
control.
Page 6 of 277
User Manual SmartView 6 - 1_en
Modularity
Reduce real-time costs with intercommunication
Thanks to our modular hardware lineup with intelligent intercommunication, you can reduce the costs of
real-time monitoring in an easy way.
Sustainability
Minimize the environmental impact and achieve your sustainability goals
With Berlinger SmartSystem, you can reduce risks and increase your environmental footprint in the most
efficient way. This is by improving your processes, reducing wastage, and decreasing the use of raw
materials with smart re-use hardware.
Page 7 of 277
User Manual SmartView 6 - 1_en
1.1. Basic configuration
Prior using any SmartMonitor device, it is required to define:
1. The configuration policy:
The configuration policy is typically defined directly by the QA department.
• Configures sensors and suitable temperatures ranges
• Configures the means of communication
• Configures alarm limits
2. The alarm profile:
• Determines which configuration policy applies
• Configures who receives alarm notifications, when and how
When alarm profiles are added to shipments or sectors, all associated devices will have the defined
configuration policy applied.
Page 8 of 277
User Manual SmartView 6 - 1_en
1.2. Use Cases
Below it is possible to find a selection of certain use cases with a step by step instruction to follow:
• Set up a new Sector for Monitoring
• Create a new Shipment
• Setting up a new User
• Move a Device from a Sector to Another
Page 9 of 277
User Manual SmartView 6 - 1_en
1.2.1. Set up a new Sector for Monitoring
The steps for setting up a new sector with the corresponding device and settings can be found below.
1. Configuration policy
If a configuration policy that should be used is already available, this step can be skipped. Otherwise
please find further instructions below:
Create a new policy
Create the new configuration policy by pressing
on the top right. A new
window will pop up with three screens. The first screen “General” will allow to define the general
description and name, and enable the configuration policy.
*
The information is saved automatically when switched between the screen.
On the second screen, the alarm rules for the device can be set up. The device’s internal
temperature and humidity sensors and the temperature external probes have their own rules. You
can set up multiple settings for each of them and also select between single or accumulated alarms
Page 10 of 277
User Manual SmartView 6 - 1_en
(“single” means a single occurrence needs to meet the time constraint while “accumulated” means
there can be multiple instances that violate the value for a shorter amount of time but will trigger the
alarm due to them all being added up together exceed the time value). There are certain limitations
regarding measurement intervals, however SmartView will indicate if a selecton is not valid and
provide details on the nedded corrections.
On the third screen, specific additional events and device settings can be defined. Not all settings
do apply for all device types. In case you would like to limit the selection for a specific device, select
Page 11 of 277
User Manual SmartView 6 - 1_en
the device type on the top of the screen.
Page 12 of 277
User Manual SmartView 6 - 1_en
Once all the required settings are entered the configuration policy can be saved for further use by
pressing
on the top right of the screen.
2. Alarm profile
With the previously created configuration policy, we will now be able to create an Alarm profile. If you
already have an Alarm profile you wish to use, this step can be skipped.
Create a new Alarm Profile
To create a new alarm profile, go to the alarm profile menu item and click on the
button:
Page 13 of 277
User Manual SmartView 6 - 1_en
Provide a name for the alarm profile and click OK.
*
Optionally you can select an existing alarm profile as a template in the ‘Create an
Alarm Profile’ pop-up. By doing so, the new alarm profile will get the information that
was already defined in the existing profile. This is useful in a situation when an
alarm profile similar to an existing one needs to be created.
During the setup, a configuration policy has to be selected. The alarm rules will be imported from
the configuration policy.
After creating an alarm profile, this can be applied to a sector or a shipment and can be reused as
many times as required.
3. Create a Location
Page 14 of 277
User Manual SmartView 6 - 1_en
If a location that should be used is already available this step can be skipped.
Create Location
To create a location, click on the Locations tab in the main menu. This button provides you with an
overview of all the existing locations in SmartView.
Click on the
button and choose a name for your location.
After creating a location, you can define optional detailed information for it, such as address, email,
contact, and exact position (i.e., longitude and latitude information) of the location. Further on, if you are
using SmartView for shipment monitoring, then you have the option to configure a location to be used as
an origin and/or destination for shipments.
*
Note: Provide the email address of the person responsible for the location (e.g.,
Location Manager). If the network monitoring functionality is turned on for your site,
the system will use the email address to notify you in case the network of the
location is found offline for more than an hour.
Page 15 of 277
User Manual SmartView 6 - 1_en
If you are using the SmartView for shipment monitoring then you will see the Shipment Settings
section in the modify location screen (as shown in the above image). This section allows you to
mark a location for the usage of origin and/or destination.
If you want a location to be used as origins of shipment then check the box Use as Origin.
If you want a location to be used as the destination of a shipment, check the box Use as
Destination.
4. Create a Sector
Create a Sector
To create a sector, click on the
button in the Location:
Page 16 of 277
User Manual SmartView 6 - 1_en
Choose a name for your sector and/or a description and select if the sector shall be used with a device
or with manually entered data.
be aware that once the sector is set for manual data the action can not be
! Please
reversed. For more information on manual data, go to chapter Measurements.
Afterwars, confirm the entries by pressing OK.
5. Modify Storage Conditions
Modify Storage Conditions
You can choose a storage condition for your sector which you have predefined under Site Settings /
Storage Conditions.
Page 17 of 277
User Manual SmartView 6 - 1_en
*
Storage conditions are for information only and do not impact the alarm profile.
6. Add a Device Association to a sector
Add a Device Association to a sector
Choose the sensors that you would like to associate to the sector, by clicking on the Associations Tab –
then click on the Create Association button.
After creating a sector, you can associate a device to it by clicking on the
button as shown in the following image:
Click in the serial no. field to choose your device for the sector.
Page 18 of 277
User Manual SmartView 6 - 1_en
*
*
If the devices was started prior to the association a start date for the association has
to be set accordingly.p(banner tip). If the devices was started prior to the association
a start date for the association has to be set accordingly.
Confirm each association with the
on the bottom right corner.
You can repeat this process for as many devices as you would like to add to your sector.
7. Add an Alarm Profile to Sector
Add an Alarm Profile to Sector
Adding an alarm profile to a sector can be done from the modify screen of the sector:
Page 19 of 277
User Manual SmartView 6 - 1_en
Click on the Alarm profiles tab in the modify screen:
Click on the Monitoring Disabled/Enabled button to enable alarm monitoring and select an Alarm
Profile from the dropdown list:
Click on
to save your changes.
8. Set up device
In the last step, the site personnel is required to active/start the device for this please refer the the
SmartMonitor manual
Page 20 of 277
User Manual SmartView 6 - 1_en
1.2.2. Create a new Shipment
1. Configuration policy
If a policy that should be used is already available, this step can be skipped otherwise please find further
instructions below:
Create a new policy
Where you can create the new policy by pressing
on the top right. By
pressing “create a new policy”, a new view will open that allows the set up of a policy. The following
three screens come with it: The first screen “General” will allow for a general description, name and
if the policy is enabled (Unless it is enabled the policy cannot be used within monitoring).
On the second screen, the alarm rules for the device can be set up. The rules that are there are
differentiated between the device internal sensors as well as external probes. The internal ones
consist of temperature and humidity and the external probe of temperature. You can set up multiple
setting for each of them and also select between single or accumulated alarms (“single” means a
single occurrence needs to meet the time constraint while “accumulated” means there can be
multiple instances that violate the value for a shorter amount of time but will trigger the alarm due to
them all being added up together exceed the time value) but there are some limitation that must be
met so it is required that the alarm delay is a multiple of at least 2 of the measurement interval as
Page 21 of 277
User Manual SmartView 6 - 1_en
well as a combination of temperature with type needs to be unique. There are certain limitations
regarding measurement intervals, however SmartView will indicate if a selecton is not valid and
provide details on the nedded corrections.
On the third screen specific additional event settings as well as device settings can be defined. For
easier overview the available options can be adjusted based on the device used, but they can
contain up to settings as light, tilt shock and free fall monitoring. In addition its also possible to set
additional features as start prevention without external probe connected or settings specific to
communication of the device as well as information available on the device itself as for example an
Page 22 of 277
User Manual SmartView 6 - 1_en
acoustic alarm if a violation occurs.
Page 23 of 277
User Manual SmartView 6 - 1_en
Once all the required settings are entered the policy can be saved for further use by pressing
on the top right of the screen.
2. Alarm profile
With the previously created policy, you are now able to create an Alarm profile. If you already have an
Alarm profile you wish to use, this step can be skipped.
Create a new Alarm Profile
To create a new alarm profile, go to the alarm profile menu item and click on the
button:
Page 24 of 277
User Manual SmartView 6 - 1_en
Provide a name for the alarm profile and click OK.
*
Optionally you can select an existing alarm profile as a template in the ‘Create an
Alarm Profile’ box. If you select an existing alarm profile as a template, then the new
alarm profile will get the information that was already defined in the existing profile.
This is useful in a situation when an alarm profile similar to an existing one needs to
be created.
During the setup a configuration policy has to be selected. The rules for the event profile will be
imported from the configuration policies available within the system.
After creating an alarm profile, this can be applied to a sector or a shipment and can be reused as
many times as required.
3. Create a Shipment
Page 25 of 277
User Manual SmartView 6 - 1_en
Create a Shipment
From the shipment overview page, click on
to add your shipment.
This will open a pop up as illustrated below, allowing you to choose a shipment ID for your shipment:
*
Note: If you have created similar shipments in the past, you also have the option to
choose a template for your new shipment out of the existing ones.
Once you have chosen the shipment ID, click OK and you will be redirected to the screen, allowing
you to choose the detailed information for your shipment.
Page 26 of 277
User Manual SmartView 6 - 1_en
*
Note: Alternatively, you can add information at a later stage by clicking on the
Modify button of a shipment.
You can add the following information to the shipment:
• General settings about the shipment: In this section, you can edit the name (i.e. Unique
Shipment Identifier) of the shipment and optionally can add a descriptive note to the
shipment. You can also define the customer of the shipment by selecting one from a dropdown list.
• Transportation information of the shipment: In this section, you can define origin,
destination, trip ID, transport method, transportation company and carrier of the shipment.
Origin, destination and transport method need to be selected from their drop-down lists. If
method is selected as “Air” then carrier field will show a drop-down list with “Air Carrier”
subset list that is already defined in the system. For other transport method (e.g. road) carrier
field will become a free-text field and will allow you to type the name of the carrier.
• Product information for the shipment: In this section, you can choose the predefined
product for the shipment. If a product code is defined for the product, then selecting the
product, will populate the product code filled in the screen. Optionally you can define related
batch number and order number.
*
Note: Before you start creating a shipment and defining its detailed information,
make sure you have already defined and/ or configured the following information:
Customer, Location (to be defined as origin/destination), Product, Air carrier subset
list, Also note that you may not be able to delete an item (e.g., customer or product)
if it was once used with a shipment.
After defining the general information for your shipment, you need to associate the necessary
devices to the shipment:
Click in the serial no. field to choose your device for the sector:
Page 27 of 277
User Manual SmartView 6 - 1_en
Select or modify the start date and click on
*
If the devices was started prior to the association a start date for the association has
to be set accordingly.
After associating the devices, you need to enable the alarm monitoring for the shipment by choosing
an existing alarm profile. This will enable SmartView to apply the appropriate rule, and notify you in
case of an excursion alarm. You can access the alarm page by clicking on the alarm tab:
Click on the monitoring button, to enable the alarm monitoring:
Page 28 of 277
User Manual SmartView 6 - 1_en
Once this has been enabled, you can choose the appropriate alarm profile from the drop-down list:
*
Note: If you can’t find the necessary alarm profile in the list, you can define a new
alarm profile by following the steps in the chapter Alarm Profiles.
By selecting the alarm profile in the drop-down list, the alarm profile will be applied to your
shipment. Click on
to save your changes.
Page 29 of 277
User Manual SmartView 6 - 1_en
4. Set up device
Set up device
In the last step, the site personnel is required to active/start the device for this please refer the the
SmartMonitor manual
Page 30 of 277
User Manual SmartView 6 - 1_en
1.2.3. Setting up a new User
1. Creating a new Role
If the role you wish to grant the user is already available this step can be skipped.
Create a new Role
Within the administration menu, you will find the access control option
Create a new policy/role by pressing the
button. A new window will open where you
can set a name and select the sublicense, where the profile should be applied to.
Once the license is selected, the window will expand and offer a wide range of selection possibilities
to customize permissions to different areas. It’s also possible to set the profile for license
administrators. If this is done the profile will contain the maximal possible permissions as
administrators have access to all areas.
In addition, the possible levels of interaction are:
•
•
•
•
•
none
view
create
update
delete
If a higher level is selected the user will automatically receive all the lower levels as well.
Page 31 of 277
User Manual SmartView 6 - 1_en
Once all the required adjustments are done the changes can be saved by pressing
2. Creating a new User
Page 32 of 277
User Manual SmartView 6 - 1_en
Creating a new User
By accessing the ‘User Management’ tab, an admin can then add a new user by clicking on the
button in the user overview page.
The information of the new user can then be added. Some fields that are required are:
• First name
• Last Name
• e-Mail
3. Access and Restrictions
Page 33 of 277
User Manual SmartView 6 - 1_en
Access and Restrictions
By clicking on permissions on the left side permissions for the user can be set. The permissions
itself are divided into 2 areas. Roles and Restrictions. It is required to select at least 1 role for a
user.
Besides the role additional restriction can be applied to a user these can be based on a Location,
Carrier or Customer that is present in the for the restriction selected Sublicense.
*
It is only possible to enable one restriction per Sublicense the user has access to.
To confirm entered changes, it is required to press
receive a notification via email.
on the top right. The new user will
Page 34 of 277
User Manual SmartView 6 - 1_en
1.2.4. Move a Device from a Sector to
Another
1. Access the old sector
Normally, a device is associated to a fix sector. If you want to move a device to a different sector, please
follow the steps below.
Access the old sector
If you want to access the sector by clicking Modify on the right side.
Or clicking on
button on the top right when within the sector
Page 35 of 277
User Manual SmartView 6 - 1_en
2. Set an end date to the association
This is required as a device can only be assigned to one sector at once.
Set an end date to the association
Select the tab Associations. Within this area, the associations can be adjusted. The currently
associated devices can be edited by pressing the tribar on the right side of the line. This allows to
set an end date to the association.
Page 36 of 277
User Manual SmartView 6 - 1_en
3. Access the new sector
Access the new sector
The same as prior in the old sector you can access the sector by clicking Modify on the right side.
Or clicking on
button on the top right when within the sector
4. Set a new association
Page 37 of 277
User Manual SmartView 6 - 1_en
Set a new association
Choose the sensors that you would like to associate to the sector, by clicking on the Associations
Tab – then click on the Create Association button.
After creating a sector, you can associate a device to it by clicking on the
button as shown in the following image:
Click in the serial no. field to choose your device for the sector.
Page 38 of 277
User Manual SmartView 6 - 1_en
Select or modify the start date and click on
Page 39 of 277
User Manual SmartView 6 - 1_en
1.2.5. Move a Device from a Sublicense to
another Sublicense
you wish to move a device from a Sublicense to another Sublicense the device can not
! Ifhave
any active associations. Any associations have to be stopped prior of moving the
device.
1. Access the Device
Access the Device
Enter the device view and access the device you wish to move to a new Sublicense by clicking on
its Serialnumber.
2. Open Sublicense selection Menu
Open Sublicense selection Menu
Once the specific device is opened enter the Details page and click on the
symbol is not visible the device might be in use or associated)
symbol.(If the
Page 40 of 277
User Manual SmartView 6 - 1_en
3. Select new Sublicense
Select new Sublicense
Once pressed a new pop-up will open where the Sublicense can be selected where the device shall
be moved too.
be able to move a device to a different Sublicense the user requires access to
! To
the origin as well as destination Sublicense.
4. Device status after moving
Device status after moving
After the device is moved to a new Sublicense the device will stay visible within the old Sublicense
with all the data gathered up to this point but no new data will be visible for that device within the
origin Sublicense. In addition it’s status is adjusted to “Out of Service” and an additional orange
banner is shown.
Page 41 of 277
User Manual SmartView 6 - 1_en
2. Signing in
To access the SmartView web application please start your web browser, and enter the URL.
You will be redirected to the User Sign-in page of SmartView.
To sign in, enter the appropriate domain (personalized for your company), your email address, and
password to the according fields and press the ‘Sign in’ button.
Session Timeout:
Users will be automatically logged out of the system after a certain amount of time of inactivity.
Page 42 of 277
User Manual SmartView 6 - 1_en
Note: If you are accessing SmartView via a different URL, it can be that the domain field will not be
visible due to the automatic detection by SmartView based on a visited URL.
• Forgot Password
• Failed Login Attempts
Page 43 of 277
User Manual SmartView 6 - 1_en
Forgot Password
You can recover your password with your email and domain (optional) in case you forgot your password.
A reset link valid for 48 hours will be sent to your email address.
If the SmartView site is accessed via a private label (e.g., https://www.smartview.cloud/) then you do not
need to provide domain information to recover the password.
On the login screen, click on the Forgot password? link which will take you to the Forgot Your
Password? screen as shown in the following image:
Click Submit to recover your password again.
Page 44 of 277
User Manual SmartView 6 - 1_en
Failed Login Attempts
A certain amount of failed log in attempts can lead to your account being blocked depending on the
selected setting of the administrator Login Policy. This state is not indicated within the log-in screen and
if this is suspected it is recommended to reach out to an administrator within your organisation.
If you have forgotten your password or your domain please refer to Forgot Password.
Page 45 of 277
User Manual SmartView 6 - 1_en
2.1. Information Window
Information about upcoming updates
Besides email information, the SmartView user will be informed with a pop-up window after successful
login about new releases and other important information.
By clicking the “I got it” button the window will disappear and not come again when you log in again.
Page 46 of 277
User Manual SmartView 6 - 1_en
*
If the window is just closed the information will come up again with your next login.
>> Signing in
Page 47 of 277
User Manual SmartView 6 - 1_en
2.2. Sublicenses
After signing in the screen will show the available sublicenses. By pressing the switch button you can
select the license you wish to use.
Once this has been done additional menu items will be available on the left side of the screen. The
available menu items may vary based on the personal user permissions that have been granted.
Page 48 of 277
User Manual SmartView 6 - 1_en
2.2.1. Switch Sublicense
A switch of the sublicense if multiple are available can be done at any point within the system by
pressing on the account name on the bottom left of the screen. In the pop-up, the currently sign in
Sublicense can be seen on the top right. By pressing switch license, the user will return to the license
selection screen.
Page 49 of 277
User Manual SmartView 6 - 1_en
3. General
The chapter General consists of the following content:
• Description of the SmartView main menu
• Use and meaning of icons
• Use and meaning of buttons
Page 50 of 277
User Manual SmartView 6 - 1_en
3.1. Main Menu
The following main menu items are available:
• Home
• Locations
• Shipments
• Devices
• Maps
• Reporting
• Configuration
• Administration
• Profile
*
Not all menu options may be visible. The visibility depends on the user permission level.
Page 51 of 277
User Manual SmartView 6 - 1_en
It is possible to hide/reveal some menu items by users, by expanding/collapsing the menu.
>> Use of Icons
Page 52 of 277
User Manual SmartView 6 - 1_en
3.2. Icons within SmartView
There are also a number of clickable icons to be identified in SmartView:
Icon
Meaning
Icon providing action options
View more info icon
The following icons represent the major entities in the SmartView application:
Within Locations
Icon
Meaning
Description
Not
monitored
Location is not being monitored
Online
Network at Location is online, which means that data is currently be received in
SmartView.
Offline
Network at Location is offline, which means no data received for at least one hour.
Within Sectors
Icon
Meaning
Not
monitored
Description
Sector has no active associations.
Online
Network at sector is online, which means that data is currently being received in
SmartView.
Offline
Network at sector is offline, which means no data received for at least one hour.
No
Monitoring
Sector currently has alarm monitoring enable.
OK
Sector currently has no active excursion or warning.
Warning
Sector has an active warning, but no excursion.
Excursion
Sector has at least an active excursion.
Page 53 of 277
User Manual SmartView 6 - 1_en
Within Shipments
Idle
Newly created shipments
Pending
Shipments with associations waiting for data
Active
Shipments with (partial data)
Completed Shipments with all data accounted for
Expired
Shipments that did not send in all data in time
Approved
Manually approved shipment
Declined
Manually declined shipments
Archived
Manually archived shipments
Within Excursions
Alarm State Icons
Icon
Meaning
Description
Active Alarm
The sensor value is currently in alert state.
Stopped Alarm The sensor value has returned to the allowed range.
Alarm User State Icons
Icon
Meaning
Description
Open Alarm
The alarm has not been acknowledged yet by user.
Acknowledged Alarm The alarm has been acknowledged by user.
Closed Alarm
The alarm has been closed by user.
>> Use of Buttons
Page 54 of 277
User Manual SmartView 6 - 1_en
3.3. Use of Buttons
The use of buttons in SmartView, enables you to perform certain actions:
Extract of examples for SmartView buttos:
Button
Meaning
Usability
Create
Create a specific entity
Upload Data
Files
Upload one ore more data files
PDF
Generates the Shipment PDF report
Modify
Modify the details of a specific entity
Delete
Delete an entity
Toggle filters
Reveal and hide the sorting and filtering
options
Acknowledge
Acknowledge an excursion
Audit Trail
Access the audit trail
Export
Export data
Received
events
History of the event of a device
Restart
Initiate a restart of a device (Available for
SmartMonitor SHIP L)
Stop
Stop an idle shipment
Upload
Upload a data file manually
create
Create a clinical trial
Page 55 of 277
User Manual SmartView 6 - 1_en
Stop
Stop a running device (SmartMonitor SITE L/
SHIP L)
Save
Save current changes
Create new
Alarm
Start the process to create a new manual
alarm
>> Main Menu
Page 56 of 277
User Manual SmartView 6 - 1_en
3.4. Glossary
Configuration The settings within a device that contain the different metrics. For example Log-Interval,
Alarm settings, etc.
Customer This is the customer that a shipment is made for.
Device A monitoring device that is capable of sampling temperature, humidity, light, shock, or any other
parameter. The data can be retrieved in multiple ways. This can either be pushed to our servers by the
device itself or manually uploaded over API or through the SmartView portal.
Event Profile A set of rules to monitor the data of the devices coming in. An event profile can be
assigned to shipments and sectors. Any incoming data will be checked on the rules of the event profile.
If it’s exceeding any of those rules we will create an excursion and send an alarm (by email or SMS) to
the configured users.
Excursion Whenever a violation of any of the defined event rules occurs we will create an excursion
describing when a violation of that rule occurred. End users should take action based on these
excursions by checking what is going on. After they checked they can either acknowledge or close an
excursion by providing some information about what triggered this excursion and how it is resolved.
Location A physical location that is used to store packages. Each location consists of multiple sectors.
Packages will mostly be stored for a longer time here.
Milestone A marker somewhere along the process that can indicate something special happening. (In
case of a shipment, it could mean that a shipment arrived at some stop-over station)
Product A physical product that is being shipped. A product can have a set of stability rules containing
alarm thresholds to determine if the product can still be used or not. This stability will be calculated
against those rules, based on the samples of the connected devices (through shipment or sector
associations). A product also can have storage conditions that should be met while transferring or
storing this product. Those storage conditions should be seen as a global temperature range in which
this product should be transferred/stored.
Root Cause A reason for why an excursion occurred. There can be various reasons why the excursion
occurred, to streamline the way that excursions can be resolved we use root causes to determine what
really triggered this excursion to happen.
Sector The actual place in the location where the package is stored. There can be sectors containing
different storage conditions like a very cold fridge and a room with ambient temperature. All those
different sectors will be capable of storing and monitoring different kinds of packages. Also, these
packages will be monitored by an event profile to notify about any discrepancies.
SectorAssociation To be able to monitor packages in a sector we will need devices being linked to a
sector. That is where the SectorAssociation is used for. In a SectorAssociation, you can define the
period a device is linked to a sector. All data from the device during this period will be used to monitor
that specific sector.
Page 57 of 277
User Manual SmartView 6 - 1_en
Shipment The process of transferring a package from A to B can be stored in a shipment. You can think
of transport by plane, truck, train, etc. During this transfer, the package will be monitored by multiple
devices. The connection between devices and shipments can be made with ShipmentAssociations. A
shipment can have an event profile assigned to monitor any discrepancies during transit.
ShipmentAssociation The link between a device and a shipment. This link contains information about
the time the association got started and the time the associated ended. Any data that is coming in for
that device during this period will be considered to belong to the related shipment.
SubShipment A sub-shipment is part of a larger shipment (master shipment) but can be used to split
device monitoring/event profiling. You can, for example, have an “inside” and “outside” of a shipment, for
monitoring inside a package and outside of a package.
Storage Condition A range to define between which temperatures a product should be transferred or
stored. This range will be used in reports and graphs to indicate if a product has been outside of this
‘safe’ zone.
Role A certain preset of access restrictions that can be granted to a user.
Configuration Policy The Configuration Policy contains the device and alarm settings that will be
applied to a device. The alarm settings defined in the Configuration Policy are also used for the shipment
and sector monitoring.
Alarm Profile Within the Alarm Profile its possible to link the alarm levels that were set within the
Configuration Policy with notification recipients. The Alarm Profile when selected within a sector or a
shipment will also determent the Configuration Policy that will be applied to a device within said Sector/
Shipment.
Audit Trail The Audit Trail will track any changes/manipulation that occurred within the system. The
Audit Trail can not be manipulated/deleted
TCI TCI stands for temperature controlled item which would be a item where end-to-end monitoring is
required over its whole lifetime which can include different associations(for example sectors and
shipments). For utilizing the TCI functionality an integration is required.
Page 58 of 277
User Manual SmartView 6 - 1_en
3.5. Graph
Overview
SmartView offers possibilities to present captured data in several graphs.
Overview
*
An additional view of a graph is also visible within the view of the devices.
Settings
Settings
Page 59 of 277
User Manual SmartView 6 - 1_en
Period:
Choose the time period which should be displayed
Sensor Type:
Choose the type of sensor which should be shown on the graph if available
Page 60 of 277
User Manual SmartView 6 - 1_en
Graph
Graph
Displays the graph with the following settings:
Show the behavior of the last hour / day / week on the graph
Export CSV file that contains the raw data of the measurements displayed within the graph
Print chart or download different image types for presentations
Choose (mark) x-scale of graph view
By clicking into the graph, holding down the left mouse button, dragging along the x-scale and
releasing the mouse button you can zoom in into the part you have chosen.
Page 61 of 277
User Manual SmartView 6 - 1_en
Press the Reset zoom button to get back to the initial position
Creating a PDF
h2. Creating a PDF
Page 62 of 277
User Manual SmartView 6 - 1_en
Create Note on the Graph
Create Note on the Graph
You can click on the graph and a new pop up window will open.
Page 63 of 277
User Manual SmartView 6 - 1_en
The note will by shown on the graph by a blue rhomb. You can click on it and the notes window will
be opened.
In the PDF report you have an option whether to export Graph Notes or not.
Page 64 of 277
User Manual SmartView 6 - 1_en
Excursion Legend
Excursion Legend
For more information in regard of excursion follow this link: Excursions
Relevant Time
Relevant Time (Only applicable within shipments)
You can modify (not delete or change) the relevant time of your shipment, so that in the graph only
the relevant information is shown.
Example: If your shipment arrived at the destination and the data logger was taken off the product
and carried into an office, but someone forgot to stop the device.
Now it can happen that an excursion has been generated. If that is not relevant for your report
anymore you can change the Relevant Time, so that only the useful information stays available.
Further information in that regard can be accessed under the following chapter: Shipment Relevant
Time
Page 65 of 277
User Manual SmartView 6 - 1_en
3.6. Statistics
Statistics are available for temperature and humidity (if data logger is available to measure humidity).
The measured data are displayed as line graphs. Additional information includes the minimum and
maximum values and markings representing the average values and, for temperature values, the MKT.
Settings
Settings
Excursion Time
Excursion Time
Page 66 of 277
User Manual SmartView 6 - 1_en
Sector Statistics Temperature/Humidity
Graphical Representation of Temperature and Humidity
Statistics
The diagram provides an overview over the information based on:
1.
2.
3.
4.
5.
The lowest recorded value(left whisker)
The highest record value(right whisker)
The MKT (Mean kinetic temperature)(green mark)
The STD (Standard deviation)(Colored bar below the line)
The Average(blue mark)
Temperature Statistics
Temperature Statistics
Page 67 of 277
User Manual SmartView 6 - 1_en
Page 68 of 277
User Manual SmartView 6 - 1_en
3.7. Audit Trail
Audit Trails can be filtered on the left side and be exported with the button on the right side.
In between you can see the information: User, Action, Object, Object ID, Changes, Timestamp
Page 69 of 277
User Manual SmartView 6 - 1_en
4. Dashboard
The Dashboard area is divided into 4 areas.
•
•
•
•
Locations
Active Sector Alarms
Shipment
Active Shipment Alarms
Page 70 of 277
User Manual SmartView 6 - 1_en
4.1. Locations
Within this area, all locations that currently receive data via a live monitoring device will be listed and
available. Access to all currently enabled locations is possible by pressing “Locations” on the bottom
right of the tile.
Page 71 of 277
User Manual SmartView 6 - 1_en
4.2. Active Sector Alarms
This area will contain a list of all the current ongoing alarms within sectors (This will be violations that
are still ongoing). The access to all currently ongoing sector alarms, is possible by pressing “View all
alarms” on the bottom right of the tile.
Page 72 of 277
User Manual SmartView 6 - 1_en
4.3. Shipment
All currently active/ongoing shipments will be displayed within this area. Access to all currently active
shipments is possible by pressing “Shipments” on the bottom right of the tile.
Page 73 of 277
User Manual SmartView 6 - 1_en
4.4. Active Shipment Alarms
This area will contain a list of all the current ongoing alarms within shipments (e.g., violations that are
still ongoing). Access to all currently ongoing shipment alarms is possible by pressing “View all alarms”
on the bottom right of the tile.
Page 74 of 277
User Manual SmartView 6 - 1_en
5. Locations
The locations screen provides an overview of all the locations created in the system and indicates their
network status (offline or online).
A Location can be:
• An origin location for one/more Shipments
• A destination location for one/more Shipments
• A location with a monitoring network containing one/more Sectors
By clicking on the location name, you will be redirected to the overview tab of that particular location. In
this tab, you will find the following information:
Address: address information that has been pre-defined for the location.
Sector Overview: this sector overview provides a list of all the sectors within the location. The status is
shown for each sector, including the value and timestamp of the most recent measurement.
Summary: this section on the right side of the screen, displays the last measurement of a sensor from
this location. It also shows information about the number of shipments originated/destined to this
location and the number of sensors reported from the location.
Page 75 of 277
User Manual SmartView 6 - 1_en
This page also provides a number of tabs, which enable you to perform a number of actions:
Details
Details
Contains a general overview of the location.
Page 76 of 277
User Manual SmartView 6 - 1_en
Map
Map
Contains a map where the location is visible.
For further information related to locations, see:
• Audit Trail
• Icons
Page 77 of 277
User Manual SmartView 6 - 1_en
5.1. Managing Locations
Step
SmartView
Function
Actions
Result
1
Locations
Select
List with all related information to locations.
Name and content for a new location:
2
New Location
+Create Location
- General
- Address
- Contact Details
- Shipment Settings
3
New Sector
Select: Name of
location
Function to set up a new sector:
- Name
4
Create Sector
5
Save
- Description
- Data source as “Device data” or “Manual data” and define
the start date.
Create Location
Create Location
To create a location, click on the Locations tab in the main menu. This button provides you with an
overview of all the existing locations in SmartView.
Click on the
button and choose a name for your location.
After creating a location, you can define optional detailed information for it, such as address, email,
contact, and exact position (i.e., longitude and latitude information) of the location. Further on, if you
are using SmartView for shipment monitoring, then you have the option to configure a location to be
Page 78 of 277
User Manual SmartView 6 - 1_en
used as an origin and/or destination for shipments.
Note: Provide the email address of the person responsible for the location (e.g., Location Manager).
If the network monitoring functionality is turned on for your site, the system will use the email
address to notify you in case the network of the location is found offline for more than an hour.
If you are using the SmartView for shipment monitoring, you will see the Shipment Settings section
in the modify location screen (as shown in the above image). This section allows you to mark a
location for the usage of origin and/or destination.
If you want a location to be used as origins of shipment, check the box Use as Origin.
If you want a location to be used as destination of shipment, check the box Use as Destination.
To use a location for origins and destinations, check both of the options.
Modify Location
Modify Location
To modify a location, click on the Modify button in the right corner.
Page 79 of 277
User Manual SmartView 6 - 1_en
You can modify the following fields as shown in the screenshot.
Enable/Disable Location
Enable/Disable Location
If you want to enable or disable a location, use the toggle Enable/Disable on the bottom of the
details tab in modify mode.
Choose to modify in the location tab.
Scroll down to the toggle Enable/Disable and change settings.
Page 80 of 277
User Manual SmartView 6 - 1_en
Click Save to save your settings.
! A location cannot be deleted, only disabled.
Page 81 of 277
User Manual SmartView 6 - 1_en
5.2. Monitor(s)
If you click on monitor(s), you have a visual overview of all sectors within a location by color-coding the
individual tiles.
This view is opened in a separate window so that it can easily be shown on an external (second screen)
for monitoring purposes.
*
This page will only contain information if there are active associations.
Color Status
green
Actual temperature within set limits
red
Actual temperature outside set limits
Display
yellow Sector offline
white
No event profile is set for this sector
Page 82 of 277
User Manual SmartView 6 - 1_en
Temperature Monitor Description
• The figures of the big letters (in this example 4.72°C and 4.85°C) show the minimum and the
maximum measured temperature over the last 24 hours.
• The small figures below(actual) show the minimum (4.65°C) and the maximum (4.77°C) measured
temperature of the last timestamp.
• The last sample indication shows the temperature of the most recent device, which is in this
example 4.65°C.
Page 83 of 277
User Manual SmartView 6 - 1_en
5.3. Network Offline Notifications
Notification if the network is offline
Notification if the network is offline
The customer (site contact) will receive a notification in any case if the network is offline for more
than 60 minutes.
If the notification is turned on by default it cannot be changed. Please contact
[email protected] if you want to turn OFF/ON network notifications at all.
Notification for a location
Notification for a location
If a sector of a location is offline the contact person of the location will be notified via email (e.g.
people on site)
You can modify users (add and remove) on the right by pressing the button modify:
Page 84 of 277
User Manual SmartView 6 - 1_en
Add or remove users from the notification list:
Page 85 of 277
User Manual SmartView 6 - 1_en
5.4. Defining a geofence for a location
! SmartMonitor currently does not support geofence notifications
You can specify a geofence for a location. Specifying geofence for a location will allow you to get
notification emails for a shipment if its associated GPS-enabled sensor (e.g., Sendum) is found to be
arrived within the geofence area of the location. Thus, this functionality allows you to receive notification
about a shipment departure from a location and arrival in a location.
To define the geofence for a location go to the location menu item and click on the
and then click on the ‘Map’ tab.
button
Page 86 of 277
User Manual SmartView 6 - 1_en
*
If you have defined your address already under the tab ‘General’, the latitude and
longitude will be filled out by clicking the Autolocation button.
Click on the Geo Fence button: The screen will show the map with a location icon to which you can
interact with to specify the geo fence. You can define the geofence as a circular area around the
location. Use the left-click of the mouse to define the geofence in the map. As shown in the following
image a circular geofence will be shown around the location and radius of the circle will be shown in the
radius field.
You can use the right-click of the mouse to undefine the selected geofence and redefine the geofence.
Once you have defined the right geofence click on the
button to save the changes.
Page 87 of 277
User Manual SmartView 6 - 1_en
6. Sectors
A sector is a monitored area, e.g. containers, refrigerators, warehouses, work facilities.
Step
1
SmartView
Function
New Sector
Actions
Result
Select: Name of
location
Function to setup a new sector:
2
Create Sector
- Name
- Description
- Data source as “Device data” or “Manual data” and define
the start date.
3
Save
Create a Sector
Create a Sector
Create a Sector
*
For a step by step guide on how to set up a new sector please follow the use case
To create a sector, click on the
button in the Location:
Page 88 of 277
User Manual SmartView 6 - 1_en
Choose a name for your sector and/or a description and select if the sector shall be used with a
device or with manually entered data. Please be aware that once the sector is set for Manual data
the action can not be reversed. Afterwards confirm the entries by pressing OK.
Modify Storage Conditions
Modify Storage Conditions
You can choose a storage condition for your sector which you have predefined under Site Settings
/ Storage Conditions.
Add a Device Association to a Sector
Add a Device Association to a Sector
Choose the sensors that you would like to associate to the sector, by clicking on the Associations
Page 89 of 277
User Manual SmartView 6 - 1_en
Tab – then click on the Create Association button.
After creating a sector, you can associate a device to it by clicking on the
button as shown in the following image:
Click in the serial no. field to choose your device for the sector.
Select or modify the start date and click on
Page 90 of 277
User Manual SmartView 6 - 1_en
*
The save button might be off screen and requires to scroll down, depending on the
resolution of the user.
*
If the devices was started prior to the association a start date for the association has
to be set accordingly.
You can repeat this process for as many devices as you would like to add to your sector.
Add an Alarm Profile to Sector
Add an Alarm Profile to Sector
Before adding an alarm profile to the sector, make sure you have created a profile with appropriate
alarm rules.
Adding an alarm profile to a sector can be done from the modify screen of the sector:
Click on the Alarm profiles tab in the modify screen:
Click on the Monitoring Disabled/Enabled button to enable alarm monitoring and select an Alarm
Page 91 of 277
User Manual SmartView 6 - 1_en
Profile from the dropdown list:
Click on
to save your changes.
on “Monitoring Enabled” when it’s already activated will remove the
! Clicking
currently set up profile from the sector.
Offline notification
Notification for a sector
When sector offline monitoring is enabled SmartView will send email notifications to SmartView
users. This functionality can be configured for each sector, including time interval and recipients.
Press Modify Sector and Sector Offline Monitoring ON/OFF
:
Page 92 of 277
User Manual SmartView 6 - 1_en
*
NOTE: Users have to set up these notifications for their sectors to benefit from this
functionality.
Notification for a device
When no device measurements are received from the sector for the user-defined period.
This functionality can be configured for each sector, including time interval and recipients.
The notification for devices can be set ON or OFF.
If it is ON the notification will be sent to the user-defined above within the notification recipients.
*
Location User question mark: This user(s) will be used for the location offline/
online notifications.
Page 93 of 277
User Manual SmartView 6 - 1_en
Modify a Sector
Modify a Sector
If you want to change entries in a sector, click Modify on the right side.
You can modify all entries which you have put in when creating the sector.
Page 94 of 277
User Manual SmartView 6 - 1_en
Enable/Disable a Sector
Enable/Disable a Sector
If you want to enable or disable a sector, use the toggle Enabled/Disabled on the bottom of the
General tab in modify mode.
Choose Modify Sector
Scroll down to the toggle Enable/Disable and change settings.
Page 95 of 277
User Manual SmartView 6 - 1_en
Click
to save your settings.
! A Sector cannot be deleted, only disabled.
For further Sector related information see:
•
•
•
•
Audit Trail
Graph
Statistics
Icons
Page 96 of 277
User Manual SmartView 6 - 1_en
6.1. Details
The following overview of information and buttons is shown when you navigate to the Sector Details
Page.
You can reach the sector of a location by clicking on a location and choose a defined sector of a
location.
Tabs and buttons on the Sector Details page
The overview of the Sector Details page contains the following tabs:
Details, Graph, Statistics, Alarms, Audit Trail, Measurements (Measurements will only be visible if the
sector is set up for manual data)
On the right side following buttons are available:
Displayed information on the Sector Details page:
Page 97 of 277
User Manual SmartView 6 - 1_en
General
General
• Description: This is a description of the sector that can be manually entered by the user.
• Sector offline monitoring: Provides a general overview over the set sector offline monitoring
rules
• Device offline monitoring: Provides a general overview over the set device offline monitoring
rules
• Notification recipients: Provides a list over the set recipients for the sector and device offline
notifications.
• Power status: Provide the power status of the sector if applicable
• Data source: Provide information if the sector contains manual data or device data.
Associations
Associations
This area will provide an overview of all past and present associations to the sector. With a click on
the triangle on the top right the window can be expanded and further information displayed.
Sector Summary
Sector Summary
Provide a first overview of the sector containing the extreme values over the last samples provided
as well as information on which device last communicated.
Page 98 of 277
User Manual SmartView 6 - 1_en
Alarm Settings
Alarm Settings
Provides information on which event profile is currently set for this sector
Page 99 of 277
User Manual SmartView 6 - 1_en
Page 100 of 277
User Manual SmartView 6 - 1_en
6.2. Alarms
Alarms
The excursion tab provides an overview of all excursions that got triggered within the sector. Within the
table that can be found here the following information is documented: Sector ID, Type, Name, Event
Rule, Root Cause, Action, Start, End, The User state of an alarm.
On the right side behind the tribar button, you can directly:
•
•
•
•
View Alarms
View on Graph
Acknowledge Alarm
Modify Alarms
Page 101 of 277
User Manual SmartView 6 - 1_en
6.3. Milestone for Sectors
SmartView allows the user to document useful information related to a specific sector by allowing the
user to add a milestone to the sector.
For example, to document an event of a sector (e.g. sector offline) a user can add a milestone “Fridge
without power for one hour”.
To create a milestone go to the sector and create a milestone. Under this tab, you can see all the
milestones related to this sector that have already been defined or add new milestones if necessary.
• Select the date and time of the milestone in the date field
• Provide a short description for the milestone and click the
button.
You can visualize your milestones both on the sector graph and on the sector PDF report.
Page 102 of 277
User Manual SmartView 6 - 1_en
6.4. PDF Report for Sectors
To create a customized sector report click on the
button on the right:
In the upcoming pop-up window you have multiple choice of settings for your report:
*
The period will be automatically taken from the time period setting in graph or statistics
tab. In this case 7 days.
Page 103 of 277
User Manual SmartView 6 - 1_en
6.5. Modify a Sector
You can modify the following settings in a sector:
• General
• Associations
• Alarm profiles
• Milestones
General
General
Description: As the title suggests a description for the sector can be added here
Enable/Disable: With this slider the sector can be disabled once it’s no longer needed and vice
versa
Device data/Manual Data: The sector can be moved from Device data to manual data this will
allow adding manual data records but will flag the sector as such as the integrity for the data can
not be guaranteed anymore since the data can not be verified. This action can not be undone once
confirmed and is irreversible.
Offline monitoring: The sector contains 2 variants of offline monitoring. Sector offline monitoring
which will trigger if all devices are offline within a sector and Device offline monitoring which will
trigger if a single device stopped reporting. Generally speaking, the Alarming delay for the sector
offline monitoring could be recommended to be smaller than the device offline monitoring.
Who will be notified? The users defined in the notification recipients will receive an email
notification.
Page 104 of 277
User Manual SmartView 6 - 1_en
When will the notification be sent? Users will receive the email notification within one hour after
SmartView has detected that the sector is offline. Another notification will be sent once SmartView
detects that the sector is online again.
Associations
Associations
Within this area, the associations can be adjusted. The currently associated devices can be edited
by pressing the tribar on the right side of the line (this includes ending or deleting the association)
while new devices can be added by clicking on the serial number field on the right side of the page.
It’s important to take note that even if an association is deleted, all information will stay present
within the audit trail, and excursions that occurred in the sector during the association will stay
visible within it.
Alarm profiles
Alarm profiles
Before adding an alarm profile to the sector, make sure you have create an alarm profile with
appropriate alarm rules.
Adding an alarm profile to a sector can be done in the modify screen of the sector:
Page 105 of 277
User Manual SmartView 6 - 1_en
Click on the Alarm profiles tab in the modify screen:
Click on the Monitoring Disabled/Enabled button to enable alarm monitoring and select a created
alarm profile from the dropdown list:
Page 106 of 277
User Manual SmartView 6 - 1_en
Parts of the selected profile then can be updated that are related to the notification. So it is possible
to add additional recipients, define the means of notification(mail/sms), and define the repetition
interval and escalation delay. In this regard, it is important to note the repetition interval will only
send reminders via mail as only 1 sms notification can be triggered per excursion
Click on
to save your changes.
Milestones
Milestones
Within this tab Milestone for this sector can be generated that help document the relevant
information that affects the sector.
Page 107 of 277
User Manual SmartView 6 - 1_en
Page 108 of 277
User Manual SmartView 6 - 1_en
6.6. Measurements
If the sector was set up for manual data, an additional tab will be available that allows for the creation of
data points that either represent temperature or humidity.
The data can be added via the right side of this view and then either declined or approved for further
processing via the two bottoms at the bottom of the measurements table.
In this tab the manual added data will be listed in a table with one of 3 different states.
The 3 different states are as follow:
Name
Description
State
Meaning
Pending
Data was entered
Approved/declined Data was peer reviewed
Processed
Data handled by SmartView
Page 109 of 277
User Manual SmartView 6 - 1_en
Also visible in the table is the user responsible for the last change of state. Information of all changes
with the responsible users can be found in the PDF report for the sector
*
Items are marked per default as pending data and have to be approved before the
system can handle them. Only approved data is processed.
Adding manual data
A manual data entry can be created on the right side of the measurement window
Page 110 of 277
User Manual SmartView 6 - 1_en
Approving/declining Data
The entered data can be approved on the bottom left side of the measurement window.
! Warning: The approval of the data has to be done in chronological order.
! Warning: The data has to be approved before it can be used by the system.
After selecting the action a popup will confirm if the action as successful
Page 111 of 277
User Manual SmartView 6 - 1_en
7. Shipments
A shipment is the carriage of goods under various conditions and by any combined methods.
• Managing Shipments
• Stopping a shipment
• Creating a Milestone for Shipments
• Shipment Relevant Time
• Shipment Dashboard
• Icons
Page 112 of 277
User Manual SmartView 6 - 1_en
7.1. Managing Shipments
Step
SmartView
Function
Actions
Result
1
Shipments
Select
List with all Shipment related information
2
New
Shipment
Name and content of a new shipment. Use former
shipments as a template.
Add a Device Association to a
Shipment
3
4
+Create Shipment
More Actions
Export data as CSV-file or add shipment to Analysis
New
Select the check box of the
Milestones are descriptions used on transportation
Milestones
desired shipment
graph
5
Scroll to the end of the list
6
Create Milestones
7
– Save
Determination of the transportation graph markings
by time and description.
– Save and Next
Shipment Overview Page
Shipment Overview Page
Filter by:
Page 113 of 277
User Manual SmartView 6 - 1_en
Create a Shipment
Create a Shipment
*
For a step-by-step guide on how to set up a new sector please follow the use case
From the shipment overview page, click on
to add your shipment.
This will open a popup as illustrated below, allowing you to choose a shipment ID for your shipment:
Page 114 of 277
User Manual SmartView 6 - 1_en
*
Note: If you have created similar shipments in the past, you also have the option to
choose a template for your new shipment out of the existing ones.
Once you have chosen the shipment ID, click OK and you will be redirected to the screen, allowing
you to choose the detailed information for your shipment.
*
Note: Alternatively, you can add information at a later stage by clicking on the
Modify button of a shipment.
You can add the following information to the shipment:
• General settings about the shipment: In this section, you can edit the name (i.e. Unique
Page 115 of 277
User Manual SmartView 6 - 1_en
Shipment Identifier) of the shipment and optionally can add a descriptive note to the
shipment. You can also define the customer of the shipment by selecting one from a dropdown list.
• Transportation information of the shipment: In this section, you can define the origin,
destination, trip ID, transport method, transportation company, and carrier of the shipment.
Origin, destination, and transport method need to be selected from their drop-down lists. If the
method is selected as “Air” then the carrier field will show a drop-down list with “Air Carrier”
subset list that is already defined in the system. For other transport methods (e.g., road)
carrier field will become a free-text field and will allow you to type the name of the carrier.
• Product information for the shipment: In this section, you can choose the predefined
product for the shipment. If a product code is defined for the product, then selecting the
product will populate the product code filled in the screen. Optionally you can define the
related batch number and order number.
*
•
•
•
•
•
Note: Before you start creating a shipment and defining its detailed information,
make sure you have already defined and/ or configured the following information:
Customer
Location (to be defined as origin/destination)
Product
Air carrier subset list
Also note that you may not be able to delete an item (e.g. customer or product) if it has once
used with a shipment.
After defining the general information for your shipment, you need to associate the necessary
devices to the shipment:
Click in the serial no. field to choose your device for the shipment:
Page 116 of 277
User Manual SmartView 6 - 1_en
Select or modify the start date and click on
*
Note: A start date is not required and if left empty will be adjusted based on the
activation of the device. But if the device is already running prior to the association a
start date has to be added.
After associating the devices, you need to enable the alarm monitoring for the shipment by choosing
an existing alarm profile. This will enable SmartView to apply the appropriate rules, and notify you in
case of an excursion alarm. You can access the alarm page by clicking on the alarm tab:
Click on the monitoring button, to enable the alarm monitoring:
Page 117 of 277
User Manual SmartView 6 - 1_en
Once this has been enabled, you can choose the appropriate alarm profile from the drop down list:
*
Note: If you cannot find the necessary alarm profile in the list, you can define a new
alarm profile by following the steps in chapter Alarm Profiles.
By selecting the alarm profile in the drop down list, the alarm profile will be applied to your
shipment. Click on
to save your changes.
Page 118 of 277
User Manual SmartView 6 - 1_en
Add a Device Association to a Shipment
Add a Device Association to a Shipment
After creating a Shipment, you need to associate one/more devices to it.
You can also add devices to an existing shipment that has not been started yet.
Unit Load Device
You can add one or multiple unit load device ids to the device association.
Commission Number
You can add one or more commission numbers to the device association.
Page 119 of 277
User Manual SmartView 6 - 1_en
Modify a Shipment
Modify a Shipment
The Modify Shipment screen can be accessed in two ways:
1. From the options button
in the shipment overview page, choose Modify Shipment.
2. By clicking on a shipment in the shipment overview page, you will be redirected to the view
shipment page.
Click on the
button.
For more information in this regard please access the modify shipment chapter.
Add an Alarm Profile to a Shipment
Add an alarm profile to a shipment
To add an alarm profile to the shipment, click on the Alarm profiles tab in the modify screen of the
shipment:
Page 120 of 277
User Manual SmartView 6 - 1_en
Click on the monitoring button, to enable alarm monitoring:
From the dropdown list, select the alarm profile which you have created.
Click on
to save your alarm profile to this shipment.
Page 121 of 277
User Manual SmartView 6 - 1_en
on “Monitoring Enabled” when it’s already activated will remove the
! Clicking
currently set up profile from the shipment.
Add a Milestone to a Shipment
Add a Milestone to a Shipment
SmartView allows a user to document useful information related to a specific shipment by allowing
the user to add a milestone to the shipment.
For example, to document the arrival of a shipment to a location, a user can add a milestone
“Shipment arrived at location X” with the time stamp of the arrival.
For more details in this regard please access the Creating a Milestone chapter.
Add files to a shipment
Add files to a shipment
To ensure the best possible documentation it is also possible to add documents to a shipment this
can be done by the last tab named Files.
Page 122 of 277
User Manual SmartView 6 - 1_en
7.1.1. Create a Master Shipment with 2
Subshipments
Click
on the shipments overview page.
A pop-up window appears. Fill out the shipment name, choose a shipment template (if available), and
click Mark as Master:
After that, you will come to the shipment details page and see that two “subshipments” have been
created:
Sub Shipments
Sub Shipments
Change the name of the “subshipments” which have been created automatically for you.
Page 123 of 277
User Manual SmartView 6 - 1_en
General
General
Shipment Results
Shipment Results
The shipment results are a compilation of all shipment-related key data. These data are time
information, measurement values, and status of the shipment.
Page 124 of 277
User Manual SmartView 6 - 1_en
Milestones
Milestones
Associations
Associations
The difference to “Creating a normal Shipment” is that you have to assign at least 2 devices to the
shipment. In each subshipment, there must be at least one assigned device.
It is possible to have more devices assigned as you can see in the example below and you can
combine/mix devices (CLm doc, smartPoints, etc.)
Page 125 of 277
User Manual SmartView 6 - 1_en
Notes
Notes
Specific notes to a graph for analysis.
Event Settings
Alarm Profiles
You also have to assign an alarm profile to each subshipment. One for inside and one for outside.
Recipients
Recipients
More Details you will find on Shipment Excursions
Comments
Comments
Add general comments to a shipment
Page 126 of 277
User Manual SmartView 6 - 1_en
Page 127 of 277
User Manual SmartView 6 - 1_en
7.1.2. Shipment Details
Details about a shipment can be viewed by clicking on the corresponding shipment identification number
or name.
This screen displays additional shipment information, along with the trip information, alarm profile
summary, milestones of the shipment, and associations.
The overview of the shipments details page:
General | Product | Transport
General | Product | Transport
Description of your shipment and information about the shipped product and the method of
transport.
Page 128 of 277
User Manual SmartView 6 - 1_en
*
For each shipment, an expiry date can be defined. If the date is reached and the
shipment is not in the state “Completed with or without Excursions”, a notification
will be sent out to a recipient list. Up to 5 recipients for the expiry notification can be
defined.
Storage Conditions
Storage Conditions
Storage conditions can be defined in the Admin settings and used for multiple purposes.
Shipment Results
Shipment Results
Page 129 of 277
User Manual SmartView 6 - 1_en
Milestones
Milestones
*
When a sensor gets connected/disconnected during a shipment, a milestone is
automatically added to the
shipment.
Associations
Associations
Page 130 of 277
User Manual SmartView 6 - 1_en
Alarm Settings
Alarm Settings
Comments
Comments
Add general comments to a shipment
Page 131 of 277
User Manual SmartView 6 - 1_en
Final Closing of Shipments
Final Closing of Shipments
•
•
•
•
•
•
New shipment state engine
Archived shipments will be hidden from the shipment overview (unless searched for)
All states after completion will become immutable
Archived, Approved, and Declined shipments can be re-opened
Disabled devices do not count towards states anymore (broken devices)
Expire notice will now work with any shipments that is pending or active (also logger
shipments)***
Page 132 of 277
User Manual SmartView 6 - 1_en
7.1.3. Shipment Report
The Shipment Report is a document containing shipment and sensor information and is available for
every shipment, which is monitored with SmartView. This report includes the temperature graph of the
shipment, the temperature excursion information, and potential milestones.
The Shipment Report for a particular shipment is generated automatically by SmartView into a PDF
report which can be optionally saved to the computer and analyzed accordingly. The Shipment Report
can be easily personalized by choosing the information that is relevant for each shipment analysis and
that should be displayed in the graph.
Personalisation of PDF Report
Personalization of PDF Report
Shipment PDF report (9 Pages)
Shipment PDF report (9 Pages)
Page 133 of 277
User Manual SmartView 6 - 1_en
Page 134 of 277
User Manual SmartView 6 - 1_en
Page 135 of 277
User Manual SmartView 6 - 1_en
Page 136 of 277
User Manual SmartView 6 - 1_en
Page 137 of 277
User Manual SmartView 6 - 1_en
Page 138 of 277
User Manual SmartView 6 - 1_en
Page 139 of 277
User Manual SmartView 6 - 1_en
Page 140 of 277
User Manual SmartView 6 - 1_en
Page 141 of 277
User Manual SmartView 6 - 1_en
Page 142 of 277
User Manual SmartView 6 - 1_en
Shipment Report with Map
Shipment Report with Map
If you have a device with GPRS you can choose to include the Map in the Shipment Report.
Page 143 of 277
User Manual SmartView 6 - 1_en
Page 144 of 277
User Manual SmartView 6 - 1_en
7.1.4. Shipment Map
The Shipment Map documents the route of your transported goods. You can use the SmartMonitor SHIP
L within SmartView.
If you put your cursor over a red or Green “flag”, you will get the following detailed information:
Page 145 of 277
User Manual SmartView 6 - 1_en
7.1.5. Shipment Alarms
Alarms
Alarms
Sector ID, Type, Name, Event Rule, Root Cause, Action, Start, End, The User state of an excursion
On the right side behind the tribar button, you can directly:
• View Excursion
• View on Graph
• Acknowledge Excursion
• Modify Excursion
If an excursion has already been acknowledged the menu field “Acknowledge Excursion” is not
available anymore.
*
Before an excursion can be closed the excursion must have been acknowledged!
Mass edit Shipment Excursions
Mass edit Shipment Excursions
A user can mass edit Shipment excursions and can select/deselect multiple excursions.
Page 146 of 277
User Manual SmartView 6 - 1_en
Users with the appropriate rights can acknowledge/close/modify multiple selected excursions.
Click Modify to take action and define the root cause of your excursion management
Page 147 of 277
User Manual SmartView 6 - 1_en
7.1.6. Modify Shipments
Click
shipment:
on the right side within your shipment to change/adjust the information within the
General
General
Change the customer, add a description, select another product, etc.
Page 148 of 277
User Manual SmartView 6 - 1_en
Associations
Associations
You can view the device or modify the association to a shipment.
Alarm profiles
Alarm profiles
Change the behavior of your alarm if it Can Escalate or Cannot Escalate, the Repetition Interval,
the Escalation Delay, Recipients and Escalation Recipients and the Notification Type, either
per email or email and SMS.
Page 149 of 277
User Manual SmartView 6 - 1_en
Milestones
Milestones
You can change predefined milestones because of changes.
Page 150 of 277
User Manual SmartView 6 - 1_en
7.1.7. Final Closing of Shipments
Overview
Overview
• Archived shipments will be hidden from the shipment overview (unless searched for)
• All states after completed will become immutable
• Archived, Approved, and Declined shipments can be re-opened
• Disabled devices do not count towards states anymore (broken devices)
• Expire notice will now work with any shipments that are pending or active (also logger
shipments!)
*
The red balloon shows the number of excursions (total)
Archive
Archive
Select the shipment:
Page 151 of 277
User Manual SmartView 6 - 1_en
Confirm the archiving:
Message as soon as the shipment has been successfully archived:
Page 152 of 277
User Manual SmartView 6 - 1_en
History
History
History of state changes and who triggered it (if automatic it will show it is done by the system
“user”)
Page 153 of 277
User Manual SmartView 6 - 1_en
7.2. Stopping a Shipment
A shipment that is monitored by wireless sensors should be stopped in order to make use only of the
relevant data related to the shipment. Stopping a shipment automatically disassociates all SmartSensors
from a shipment and also creates the final shipment report.
*
Note: Stopping a shipment is not possible for shipments with an associated Q-tag. As
the start time and stop time of such shipments are determined based on the start and
stop time of the associated Q-tag data files uploaded by the user, it is not possible for a
user to define the start and stop for such a shipment. The information will be derived
automatically from the devices.
The shipment can be stopped from the View screen of the individual shipment, by clicking on the
button.
The shipment is stopped in two steps:
1. Enter the reason for stopping.
Page 154 of 277
User Manual SmartView 6 - 1_en
2. Press the
*
*
button.
Note: To support the reliability of this procedure, the system only allows a stop-time that
is close to the current system time (based on a user-defined allowed time frame).
Note: Idle shipments can be stopped.
Page 155 of 277
User Manual SmartView 6 - 1_en
7.3. Creating a Milestone for Shipments
To create a milestone go to the shipment and click on the
button. Under this tab, you
can see all the milestones related to this shipment that have already been defined or add new
milestones if necessary.
• Select the date and time of the milestone in the date field
• Provide a short description for the milestone and click the
button.
You can visualize your milestones both on the shipment graph and on the shipment PDF report.
Page 156 of 277
User Manual SmartView 6 - 1_en
7.4. Shipment Relevant Time
In certain cases, you may want to modify the relevant time of a shipment. This may be, due to the fact
that one or more associated sensors were started earlier or stopped later than the actual start time or
stop time of a shipment. Rather than modifying each of the sensor timestamps, SmartView allows you to
define the correct time by setting a relevant time for the shipment.
Modify Relevant Time
This option can be accessed by clicking on
in the shipment graph. As shown
in the following screen, you will be asked to confirm your action to access the option to modify the
relevant time of the shipment.
*
The selected times have to be within the Start/Stop times of the shipment.
Click on OK to continue access to modify the shipment relevant time and follow the following steps:
Select Modified Time: Click the start time or stop time button for the time that you want to modify. You
can define the time in the modified time box. You can select the modified time for both start time or stop
time or for either of them. After you have chosen the time, as shown in the following image, the screen
will show grey colored background for the trimmed part of the data due to the modification.
Page 157 of 277
User Manual SmartView 6 - 1_en
You can click on the Clear button to deselect the chosen modified time and reselect the time again. If
you do not wish to modify the time click on the Cancel button and you will return to the original graph
screen.
*
Note: When modifying relevant time may affect the excursion information.
Page 158 of 277
User Manual SmartView 6 - 1_en
8. TCI
When opening the TCI view a list of all available TCIs will be presented. A first indication of the status of
the TCI can be seen on the right side represented by the differently colored triangle which show the
current status of the stability budget.
TCI Details Page
Under this page you find all important details from the TCI.
The status of the stability budget can be seen on the right side of the details page if any information in
that regard is available.
Page 159 of 277
User Manual SmartView 6 - 1_en
With a click on PDF a pop up will appear that contains a selection for a PDF report that can be
generated.
TCI Graph Page
in this page a graph will display the measured values. Once the stability budget is reached the band of
the desired values will switch to a lighter green. Also the reaching of the stability budget will be marked
by an “!” exclamation mark.
Page 160 of 277
User Manual SmartView 6 - 1_en
Stability Budget Status
This page give an overview over the stability budget used and still available. Further details about the
different breaches of the stability budget rules can be displayed by pressing the small arrow on the right
side of the rules.
Activities
This page give an overview over the recorded activities. A broad summary can be seen on the top of the
page and and a more detailed list is displayed in the second half, where all the associations of a TCI can
be found in a chronological order.
Page 161 of 277
User Manual SmartView 6 - 1_en
History
This page displays an overview off the different statuses the TCI had over its life time.
Related Excursion
In this page excursion are listed that that would have occurred within a sector or shipment while the TCI
was assigned to it.
Page 162 of 277
User Manual SmartView 6 - 1_en
9. Devices
The type of devices supported by SmartView:
• SmartMonitor hardware
• Wireless active RFID sensors. The AiroSensors can be employed as wireless sensors for static
monitoring and can be used for RF Data Logging applications.
These sensors use wireless networks to automatically forward data to the SmartView application.
• Q-tag CLm doc family. Users can utilize the Q-tag CLm doc to log temperature measurements
during a shipment. The SmartView system supports different types of Q-tag devices like Dry Ice
(D), Logger (L), and Reusable (R ). When the Q-tag data file is uploaded into the SmartView
system, users can use SmartView to view detailed information regarding the measurements of the
shipment. In addition, users can benefit from the reporting and analysis functionalities of
SmartView.
• Fridge-tag family. Users can utilize the Fridge-tag 2 L to log temperature measurements at
different locations or during a shipment. The SmartView system supports the Fridge-tag 2 L. When
the data file is uploaded into the SmartView system, users can use SmartView to view detailed
information regarding the measurements of the monitored goods. In addition, users can benefit
from the reporting and analysis functionalities of SmartView. By integrating our Fridge-tag 3
devices into SmartView we offer the best of two worlds: Having a stand-alone device which is
sending out alarms by SMS directly to defined recipients, and in parallel reporting to SmartView
providing access to all relevant functionality of our data management software.
Page 163 of 277
User Manual SmartView 6 - 1_en
9.1. Devices
The type of devices supported by SmartView:
• SmartMonitor hardware
• Wireless active RFID sensors. The AiroSensors can be employed as wireless sensors for static
monitoring and can be used for RF Data Logging applications.
These sensors use wireless networks to automatically forward data to the SmartView application.
• Q-tag CLm doc family. Users can utilize the Q-tag CLm doc to log temperature measurements
during a shipment. The SmartView system supports different types of Q-tag devices like Dry Ice
(D), Logger (L), and Reusable (R ). When the Q-tag data file is uploaded into the SmartView
system, users can use SmartView to view detailed information regarding the measurements of the
shipment. In addition, users can benefit from the reporting and analysis functionalities of
SmartView.
• Fridge-tag family. Users can utilize the Fridge-tag 2 L to log temperature measurements at
different locations or during a shipment. The SmartView system supports the Fridge-tag 2 L. When
the data file is uploaded into the SmartView system, users can use SmartView to view detailed
information regarding the measurements of the monitored goods. In addition, users can benefit
from the reporting and analysis functionalities of SmartView. By integrating our Fridge-tag 3
devices into SmartView we offer the best of two worlds: Having a stand-alone device which is
sending out alarms by SMS directly to defined recipients, and in parallel reports to SmartView
providing access to all relevant functions of our data management software.
Page 164 of 277
User Manual SmartView 6 - 1_en
9.1.1. CLm doc family
Supported devices by SmartView are:
• Q-tag CLm doc
• Q-tag CLm doc L (Logger)
• Q-tag CLm doc LR (Reusable)
• Q-tag CLm doc Ice (Logger)
• Q-tag CLm doc Ice R (Reusable)
• Q-tag CLm doc D (Dry Ice)
Page 165 of 277
User Manual SmartView 6 - 1_en
9.1.2. Fridge-tag family
Supported Devices by SmartView are:
• Fridge-tag 2 L
• Fridge-tag Ultra Low
Fridge-tag 2 L
Key-Features Fridge-tag 2 L
•
•
•
•
•
Log temperature measurements at different locations or during a shipment.
Upload to SmartView manually
Status Checks of the device are shown in the column of the daily statistics
Device time zone is now integrated into PDF reports
Data gaps are now shown in the PDF report as “-“ when including the measurements
The Fridge-tag 2 L measures the ambient temperature. If one of the two-alarm limits is exceeded or
fallen below, an alarm will be triggered on the display and/or is audible as an audio signal. A quick
decision and immediate action are thus possible. The PDF/A report, now also with a temperature curve,
can be generated without additional software. The Fridge-tag 2 L is optionally available with an external
temperature sensor (measures till –40°C / –40°F)
Page 166 of 277
User Manual SmartView 6 - 1_en
Page 167 of 277
User Manual SmartView 6 - 1_en
9.1.3. SmartMonitor
The SmartMonitor is designed for the monitoring of temperature-sensitive pharmaceutical goods in
storage and/or transport. The device collects and automatically uploads data to the compatible cloud
solution SmartView, for immediate decision-making on product integrity.
Further information in regard to the SmartMonitor you can find under SmartMonitor Manual SHIP L/M &
SITE L for the SHIP L, SHIP M, and SITE L as well as under SmartMonitor Manual SHIP S for the SHIP
S
• SmartMonitor SHIP L
Modular real-time monitoring for shipments.
◦ Fully featured: in addition to temperature, providing condition data on humidity and
operational handling (e.g., light, shock) for quality assurance and security purposes.
◦ Reusable: enabling reuse and refurbishment on established trade lanes, where device
return, and reuse is feasible.
◦ The SmartMonitor is capable to supervise product and environment temperature
simultaneously, enabled by the optional SmartSensor.
• SmartMonitor SHIP M
Modular real-time device for shipments. Slim featured and single use.
◦ Slim featured: Real-time temperature & humidity monitoring.
◦ Single use: single-use devices for challenging destinations, where device return and reuse
is not feasible.
◦ The SmartMonitor is capable to supervise product and environment temperature
simultaneously, enabled by the optional SmartSensor.
• SmartMonitor SHIP S
Modular real-time device for shipments. Slim featured and single use.
◦ Slim featured: Real-time temperature & humidity monitoring.
◦ Real-time temperature monitoring: via gateway device (SmartMonitor SHIP L or SHIP M)
and Bluetooth interaction.
◦ Manual readout: upload the data manually to SmartView via USB.
◦ Single use.
◦ The SmartMonitor is capable to supervise product and environment temperature
simultaneously.
• SmartMonitor SITE L
Modular real-time monitoring for the monitoring of refrigerators/freezers. Fully featured and
reusable. Permanent charging is required.
◦ Fully featured: in addition to temperature, providing condition data on humidity and
operational handling (e.g., light, shock) for quality assurance and security purposes
◦ Additional data synchronization possibilities through WiFi.
◦ The SmartMonitor is capable to monitor product and environment temperature
simultaneously, enabled by the optional SmartSensor.
• SmartSensor
Page 168 of 277
User Manual SmartView 6 - 1_en
Berlinger offers a range of external sensors with the SmartMonitor, which can be easily and
securely applied to the SmartMonitor via the sensor socket (M5), after removing the sensor cap.
Page 169 of 277
User Manual SmartView 6 - 1_en
9.1.3.1. SmartMonitor SHIP L
SmartMonitor SHIP L within SmartView
When within the device view by clicking on the device further information can be seen. The main view
consists of different areas that can be divided as follows:
Status/details
Within this view the current status of the device is visible, this includes information like the currently
applied policy as well as battery status etc. Besides that, the current status itself can be set as well as
either enabled, disabled or out of service. If a device is disabled it will not stop the device from operating
but it will prevent the device from being used in new shipments, sectors or TCI. While the out of service
setting can be useful to mark a device that has become unusable. This may happen because the device
is broken or got lost during transport. Putting the device to out of service will also try to remotely stop
and wipe the device to avoid data leaking in case of a stolen device. Once a device is set to out of
service it can not be reverted.
If the device itself is currently associated to a sector or a shipment the current association is visible
below the serial number of the device.
By clicking on the Details button it can be switched to a different window which will contain further
information as well as an additional data field that can be customized to match personal needs. In
addition within this few there is also the field Sublicense which allows to move a device from the current
Sublicense to a different one.
*
For a step-by-step guide on how to move a device between Sublicenses
While in the status view
can be pressed beside the policy configuration information. This will
open a popup that will provide information in regard of the currently used policy.
Page 170 of 277
User Manual SmartView 6 - 1_en
Besides watching the policy currently used by the device it is also possible to download it by pressing
on the top. In addition, a new policy can be assigned to the device by pressing
a new window will open where the new policy can be selected.
. Then
Alarm status
The current status of a device can be regard within the alarm status tab. Per default only the current
status is shown. The alarm rules can be displayed by pressing the more arrow at the right side of this
window.
Page 171 of 277
User Manual SmartView 6 - 1_en
By pressing the
occurred in the past.
a pop-up will show up that will display a history of all alarms that
Graph
Below that the graph can be found. Each observed metric is displayed with its own graph and each
graph consists of 2 parts the main graph as well as a small zoomed-out overview for orientation below it.
Page 172 of 277
User Manual SmartView 6 - 1_en
By hovering over a specific area within the graph further more detailed information can be displayed.
In addition, the graph can also be downloaded as a png image by use of the
Graphs title.
button beside the
Map
The last area within this view consists of the map which will as the name suggests display a map where
the device can be tracked if GPS services are activated.
Page 173 of 277
User Manual SmartView 6 - 1_en
Additional Functions and buttons
On the top right of the view after the device has been stopped by pressing the
button the
device can be reset. If the device is not stopped yet it this button is replaced by
which allows it
to stop the device. Beside the restart/stop button the
can be found. This will open a popup that will display all events that occurred. This will help to track down any manipulation and other
occurrences that were observed by the device.
*
The Ship L contains an additional functionality that will allow it to record temperature a
certain amount of time after it has been stopped in case the stop occurred prematurely
and further data would be required.
Page 174 of 277
User Manual SmartView 6 - 1_en
9.1.3.2. SmartMonitor SHIP M
SmartMonitor SHIP M within SmartView
By clicking on the device further information can be seen. The main view consists of different areas that
can be divided as follows:
Status/details
Within this view the current status of the device is visible, this includes information like the currently
applied policy as well as battery status etc. Besides that, the current status itself can be set as well as
either enabled or disabled. If a device is disabled it will not stop the device from operating but it will
prevent the device from being used in new shipments, sectors or TCI. While the out of service setting
can be useful to mark a device that has become unusable. This may happen because the device is
broken or got lost during transport. Putting the device to out of service will also try to remotely stop and
wipe the device to avoid data leaking in case of a stolen device. Once a device is set to out of service it
can not be reverted.
If the device itself is currently associated to a sector or a shipment the current association is visible
below the serial number of the device.
By clicking on the Details button it can be switched to a different window which will contain further
information as well as an additional data field that can be customized to match personal needs. In
addition within this few there is also the field Sublicense which allows to move a device from the current
Sublicense to a different one.
*
For a step-by-step guide on how to move a device between Sublicenses
While in the status view
can be pressed beside the policy configuration information. This will
open a popup that will provide information in regard of the currently used policy.
Page 175 of 277
User Manual SmartView 6 - 1_en
Besides watching the policy currently used by the device it is also possible to download it by pressing
on the top. In addition, a new policy can be assigned to the device by pressing
a new window will open where the new policy can be selected.
. Then
Alarm status
The current status of a device can be regarded within the alarm status tab. Per default, only the current
status is shown. The alarm rules can be displayed by pressing the arrow at the right side of this window.
Page 176 of 277
User Manual SmartView 6 - 1_en
By pressing the
occurred in the past.
a pop-up will show up that will display a history of all alarms that
Graph
Below that the graph can be found. Each observed metric is displayed with it is own graph and each
graph consists of two parts the main graph as well as a small zoomed-out overview for orientation below
it.
Page 177 of 277
User Manual SmartView 6 - 1_en
By hovering over a specific area within the graph further more detailed information can be displayed.
In addition, the graph can also be downloaded as a png image by use of the
Graphs title.
button beside the
Map
The last area within this view consists of the map which will as the name suggests display a map where
the device can be tracked if GPS services are activated.
Page 178 of 277
User Manual SmartView 6 - 1_en
Additional functions and buttons
On the top right, if the device is started, the
can be found. By pressing it it’s possible to stop the
device. Besides that by pressing the
button it’s possible to open a pop-up that will
display all events that occurred. This will help to track down any manipulation and other occurrences that
were observed by the device.
Page 179 of 277
User Manual SmartView 6 - 1_en
9.1.3.3. SmartMonitor SHIP S
SmartMonitor SHIP S within SmartView
*
The communication of a SmartMonitor SHIP S is taking place over a gateway
device(SmartMonitor SHIP L or SmartMonitor SHIP M). Due to that, there might be a
delay in the application of new configurations/transfer of new data if there is a larger
amount of SmartMonitor SHIP S devices communicating over one gateway device.
By clicking on the device further information can be seen. The main view consists of different areas that
can be divided as follows:
Status/details
Within this view the current status of the device is visible, this includes information like the currently
applied policy as well as battery status etc. Besides that, the current status itself can be set as well as
either enabled or disabled. If a device is disabled it will not stop the device from operating but it will
prevent the device from being used in new shipments, sectors or TCI. While the out of service setting
can be useful to mark a device that has become unusable. This may happen because the device is
broken or got lost during transport. Putting the device to out of service will also try to remotely stop and
wipe the device to avoid data leaking in case of a stolen device. Once a device is set to out of service it
can not be reverted.
If the device itself is currently associated to a sector or a shipment the current association is visible
below the serial number of the device.
By clicking on the Details button it can be switched to a different window which will contain further
information as well as an additional data field that can be customized to match personal needs. In
addition within this few there is also the field Sublicense which allows to move a device from the current
Sublicense to a different one.
*
For a step-by-step guide on how to move a device between Sublicenses
Page 180 of 277
User Manual SmartView 6 - 1_en
While in the status view
can be pressed beside the policy configuration information. This will
open a popup that will provide information in regard of the currently used policy.
Besides watching the policy currently used by the device it is also possible to download it by pressing
on the top. In addition, a new policy can be assigned to the device by pressing
a new window will open where the new policy can be selected.
. Then
Page 181 of 277
User Manual SmartView 6 - 1_en
Alarm status
The current status of a device can be regarded within the alarm status tab. Per default, only the current
status is shown. The alarm rules can be displayed by pressing the arrow at the right side of this window.
By pressing the
occurred in the past.
a pop-up will show up that will display a history of all alarms that
Page 182 of 277
User Manual SmartView 6 - 1_en
Graph
Below that the graph can be found. The graph consists of 2 parts the main graph as well as a small
zoomed-out overview for orientation below it.
In addition, the graph can also be downloaded as a png image by use of the
Graphs title.
button beside the
Additional functions and buttons
On the top right, if the device is started, the
can be found. By pressing it it’s possible to stop the
device. Besides that by pressing the
button it’s possible to open a pop-up that will
display all events that occurred. This will help to track down any manipulation and other occurrences that
were observed by the device.
Page 183 of 277
User Manual SmartView 6 - 1_en
Page 184 of 277
User Manual SmartView 6 - 1_en
9.1.3.4. SmartMonitor SITE L
SmartMonitor SITE L within SmartView
By clicking on the device further information can be seen. The main view consists of different areas that
can be divided as follows:
Status/details
Within this view the current status of the device is visible, this includes information like the currently
applied policy as well as battery status etc. Besides that, the current status itself can be set as well as
either enabled or disabled. If a device is disabled it will not stop the device from operating but it will
prevent the device from being used in new shipments, sectors or TCI. While the out of service setting
can be useful to mark a device that has become unusable. This may happen because the device is
broken or got lost during transport. Putting the device to out of service will also try to remotely stop and
wipe the device to avoid data leaking in case of a stolen device. Once a device is set to out of service it
can not be reverted.
If the device itself is currently associated to a sector or a shipment the current association is visible
below the serial number of the device.
By clicking on the Details button it can be switched to a different window which will contain further
information as well as an additional data field that can be customized to match personal needs. In
addition within this few there is also the field Sublicense which allows to move a device from the current
Sublicense to a different one.
*
For a step-by-step guide on how to move a device between Sublicenses
While in the status view
can be pressed beside the policy configuration information. This will
open a popup that will provide information in regard to the currently used policy.
Page 185 of 277
User Manual SmartView 6 - 1_en
Besides watching the policy currently used by the device it is also possible to download it by pressing
on the top. In addition, a new policy can be assigned to the device by pressing
a new window will open where the new policy can be selected.
. Then
Alarm status
The current status of a device can be regard within the alarm status tab. Per default only the current
status is shown. The alarm rules can be displayed by pressing the more arrow at the right side of this
window.
Page 186 of 277
User Manual SmartView 6 - 1_en
By pressing the
occurred in the past.
a pop up will show up that will display a history of all alarms that
Graph
Below that the graph can be found. Each observed metric is displayed with it is own graph and each
graph consists of two parts the main graph as well as a small zoomed-out overview for orientation below
it.
Page 187 of 277
User Manual SmartView 6 - 1_en
By hovering over a specific area within the graph further more detailed information can be displayed.
In addition, the graph can also be downloaded as a png image by use of the
Graphs title.
button beside the
Map
The last area within this view consists of the map which will as the name suggests display a map where
the device can be tracked if GPS services are activated.
Page 188 of 277
User Manual SmartView 6 - 1_en
Additional Functions and buttons
On the top right of the view by pressing the
button it’s possible to open a pop-up that will
display all events that occurred. This will help to track down any manipulation and other occurrences that
were observed by the device.
Page 189 of 277
User Manual SmartView 6 - 1_en
9.1.3.5. SmartSensor
SmartSensor within SmartView
When within the device view by clicking on the device further information can be seen. The main view
consists of different areas that can be divided as follows:
Status/details
Within this view the current status of the device is visible, this includes information like the currently
applied policy as well as other information. Besides that, the current status itself can be set as well as
either enabled or disabled. If a device is disabled it will not stop the device from operating but it will
prevent the device from being used in new shipments, sectors or TCI.
While the out of service setting can be useful to mark a device that has become unusable. This may
happen because the device is broken or got lost during transport. Once a device is set to out of service it
can not be reverted.
If the device itself is currently associated to a sector or a shipment the current association is visible
below the serial number of the device.
By clicking on the Details button it can be switched to a different window which will contain further
information as well as an additional data field that can be customized to match personal needs.
Graph
Below that the graph can be found. Each observed metric is displayed with its own graph and each
graph consists of two parts the main graph as well as a small zoomed-out overview for orientation below
it.
Page 190 of 277
User Manual SmartView 6 - 1_en
By hovering over a specific area within the graph further more detailed information can be displayed.
In addition, the graph can also be downloaded as a png image by use of the
Graphs title.
*
button beside the
If the SmartSensor is disconnected from the device during usage a notification message
will be sent out via mail.
Page 191 of 277
User Manual SmartView 6 - 1_en
9.2. Device Association
To monitor a sector or a shipment, the specific devices need to be associated accordingly. Therefore you
can:
1. Add an Association to a Shipment
2. Add an Association to a Sector
Page 192 of 277
User Manual SmartView 6 - 1_en
9.3. Device calibration
The status of the calibration of the device can be seen when the device is accessed and visible within
the status window.
Calibration Certificate Expiry Notification:
All devices are subject to the calibration certificate expiry notification. Calibration certificate expiry
notification
Page 193 of 277
User Manual SmartView 6 - 1_en
9.4. Manual File Upload
Uploading a data file is a three-step process.
Step 1: To access the upload menu there are two possible ways. When within the Devices page press
the Upload data files button which is located on the top right side to initiate the upload process
Or select the File upload screen directly by accessing it within the menu on the left side if available.
Step 2: Select File(s). Choose the data file(s) and click the Upload File(s) button.
Step 2: Check File(s). After the data files are uploaded, in the second step the system will check the
integrity of the files. You will be notified if any file is invalid or its integrity has been compromised or if the
file has been uploaded to the system earlier.
Step 3: Process Files. Finally, click the Process File(s) button to store the data in the system. If any
device ID does not exist in the system, this process will also ensure the inclusion of the device ID in the
system. If the devices are already associated with any shipment, this process will also make updates to
the shipment information such as filling in the start time of the shipment.
After the files are processed, the results will be shown in the Results section. You will be notified about
how many of the files have been processed and how many of them are ignored.
Step 4 (Only applicable for Fridge-tag data files): Select Timezone. The timezone can be selected when
uploading the file. The last setting will be stored as a default, no need to choose the timezone every time
when uploading. To be sure that you have chosen the right timezone you have to confirm the timezone
Page 194 of 277
User Manual SmartView 6 - 1_en
with “OK”.
Only applicable for CLm doc family & SmartMonitor devices: file e-mail data upload
Data files can be sent by E-mail to SmartView. The mail does not need a subject and the body should be
empty. The e-mail address for the e-mail data upload is [email protected].
*
For SmartMonitor devices a cloud response file will be generated that has to be saved
on the device.
Page 195 of 277
User Manual SmartView 6 - 1_en
10. Maps
You will find an overview of all destinations which you have set up as location/destination on the map.
If you click on one of the icons green, red, or grey you will get more detailed information about the
device, like coordinates, status, type of device, etc.
Page 196 of 277
User Manual SmartView 6 - 1_en
Page 197 of 277
User Manual SmartView 6 - 1_en
11. Shipment Dashboard
The Shipment Dashboard offers aggregated information about excursions, transportation, and the
monitoring process. The dashboard is generated automatically and moreover, it is also possible to
receive monthly subscriptions by e-mail. The dashboard enables trend analysis, e.g., on
shipments with excursions on a specific trade lane.
Usability
The Shipment Dashboard provides statistical information based on different entities:
a) Excursions: statistical report of the excursions that have been identified based on selected time
frames.
b) Details: overview of all the shipments that have been monitored and statistical analysis of the
information related to the shipments (such as origin, destination, customer, or products) based on a
selected time frame.
c) Device usage: statistics based on the used monitoring devices and the information related to their
use.
Tip: You have the option in SmartView to automatically receive a monthly update of the Shipment
Dashboard by e-mail.
You can subscribe as follows: Navigate in the menu to Profile —> Support User and click to
Subscriptions. Make a tick at the Transport Report.
• Shipment Dashboard Details
• Shipment Dashboard Alarm Statistics
• Shipment Dashboard Device Usage
Page 198 of 277
User Manual SmartView 6 - 1_en
11.1. Shipment Dashboard Details
Name
Description
Shipment Transport Methods
What kind of transport was used for the shipment represented as a line
graph
Number of Shipments by Status
Number of shipments sorted by shipment status represented as pie
graph
Number of Shipments by Origin
Number of shipments sorted by origins represented as pie graph
Number of Shipments by
Destination
Number of shipments sorted by destinations represented as pie graph
Number of Shipments by Product
Number of shipments sorted by products as pie graph
Number of Shipments by
Customer
Number of customers sorted by name represented as pie graph
Filter by
Name
Description
Year
Year of shipment
Month
Month of shipment
Customer
Name of shipment recipient
Origin
Start location of shipment
Destination Place of arrival
Page 199 of 277
User Manual SmartView 6 - 1_en
11.2. Shipment Dashboard Alarm Statistics
Shipment Alarms Dashboard
Name
Description
Shipment Alarms
Documentation of time and customer-related alarms
Alarms by Root Cause Documentation of alarms by their root causes
Shipment Alarm Rate
Documentation of alarms according to their frequency
Alarms by Product
Documentation of alarms for shipped products
Filter by
Name
Description
Year
Year of shipment
Month
Month of shipment
Customer
Name of shipment recipient
Origin
Start location of shipment
Destination Place of arrival
Page 200 of 277
User Manual SmartView 6 - 1_en
11.3. Shipment Dashboard Device Usage
Shipment Excursions Dashboard
Name
Description
Shipped Q-tag CLm doc Upload
Completion
Representation of the loggers used and their data status
Shipped Q-tag CLm doc Upload
Completion Rate
Representation of the transfer status of logger data
Q-tag CLm doc Deviation
Representation of the loggers with deviations
Used Loggers
Pie chart to document the type of loggers used regarding the
past years
Filter by
Name
Description
Year
Year of shipment
Month
Month of shipment
Customer
Name of shipment recipient
Origin
Start location of shipment
Destination Place of arrival
Page 201 of 277
User Manual SmartView 6 - 1_en
12. Reporting
The SmartView application provides a number of reporting and analytical functionalities that enable
users to review and analyze sensor data collected from their monitoring devices which are used both for
shipment monitoring and facility monitoring. The analytics and reporting module incorporates a number
of functionalities that ensure the accessibility to the sensor data, provide aggregated information on the
monitored shipments, and enable personalized analysis depending on the required scope.
A description of their usability is displayed in the following table:
How to create
How to use
How to
share
shipment. Includes
temperature graph,
Automatically
created for each
Evaluate the complete
information about an
Online or in
PDF
excursion information and
milestones.
shipment
individual shipment
format.
Custom
graph
Report that combines data
from multiple sensors (e.g.
Q-tag CLm doc)
Manually, by
selecting specific
sensors
For specific tests such as
thermal mappings.
Online or in
PDF
format.
Shipment
Analysis
Report
Report that provides a
statistical analysis and
overlay of multiple
shipments (maximum 20)
Manual, by
selecting specific
shipments or
directly from the
View:Shipments
For example to analyze the
performance on a specific
shipping lane or from a
specific transportation
company
Online or in
PDF, JPG
or Excel
format
Automatic
For trend analysis, for
example on the number of
shipments with excursions.
Online and
by e-mail
subscription
Description
Report for each individual
Shipment
Report
Aggregated information
Shipment about excursions,
Dashboard transportation and the
monitoring process
The reporting and analytics module provides a powerful tool that enables users to review the
automatically generated sensor data and perform custom analysis. This module is divided into four main
functionalities whose outputs have been described above and which can be used both for shipment and
facility monitoring.
For further Reporting related information see:
• Audit Trail
• Graph
• Icons
• Statistics
Page 202 of 277
User Manual SmartView 6 - 1_en
12.1. Alarms
An important functionality of SmartView is alarm management, as the application not only documents
the event alarm but also enables you to investigate and process an alarm.
As soon as an event alarm is identified, SmartView will send out notification to pre-defined recipients
and the alarm must be evaluated, acknowledged and eventually closed.
A user can view all the historical alarms reported against a shipment or a sector. Further on it is possible
for a user to note down the root cause and action taken for an event alarm.
This helps users to identify the most frequent causes and the user can define preventive action for
identified causes. It is also possible for the users to acknowledge an event alarm so that the system
stops sending a notification message for an alarm. After acknowledging an alarm, the user can close the
alarm to indicate the proper handling of the situation.
Step
SmartView
Function
Actions
Result
1
Alarms
Select
List with all alarms
2
Acknowledge
Select the check box of the desired
shipment
Alarm handling: Acknowledge, Close,
Modify
3
Scroll to the end of the list
4
Acknowledge
5
Information
6
Select the name of the desired
shipment
Shows all alarm related information
Actions
Function for data handling
Alarm list in Home Page
Alarm list in Home Page
The home page shows the latest active alarms for both shipments and sectors. This is indicated by
the
icon in the alarms list found on the home page.
Page 203 of 277
User Manual SmartView 6 - 1_en
To view the detailed information of an alarm, click on the
icon on the home page and choose
‘View Excursion’. You will get the Event Summary screen as shown in the following image:
The screen includes the following information for an alarm:
Details: Detailed information related to the alarm, such as related shipment or sector, related event,
and rules of the event.
Information regarding the start and end time of the alarm, its duration, and whether it has been
acknowledged or closed.
Information about the way users interacted with the alarm like users who have acknowledged or
closed the alarm.
Page 204 of 277
User Manual SmartView 6 - 1_en
Graph: Redirects to the specific temperature graph of the sector or the shipment where the alarm
was identified.
Viewing Alarm overview
Viewing Alarm overview
To view the list of all the event alarms reported by the system, click on the ‘Alarms’ tab in the main
menu. A list will appear, displaying all the alarms registered in the system.
Managing/Modifying an alarm
Managing/Modifying an alarm
Page 205 of 277
User Manual SmartView 6 - 1_en
You can select from a predefined list of reasons and provide an appropriate action for handling the
alarm.
Exporting Alarms
Exporting Alarms:
You can export and download the filtered excursions list as PDF or CSV files.
Page 206 of 277
User Manual SmartView 6 - 1_en
12.1.1. Notifications about alarms
Once SmartView has identified an alarm (shipment alarm, sector alarm, or Q-Tag alarm) it will send out
notifications to the predefined recipients via email and/or SMS.
to regulations, SmartView will not be able to provide SMS notifications in Singapore
! Due
after July 2023.
The alarm notification per email provides information about:
• Alarm ID
• Event Rule that has been reached
• Start time of the alarm
• Personalised message
• Recipients
• Last reported message
• Value that has been reached
No. Type
1
2
Warning
Alarm
Alert
Who
When
Main
Recipients
When sensor value
reaches warning limit, but
not alarm limit
Main
Recipients
Main
Recipients
3
Alarm
Reminder
(and when
escalated also
Escalation
Recipients)
4
5
How
How often
email, or email and SMS
One message
for each
warning
situation
When sensor value
reaches alarm limit, based
on value and delay period email, or email and SMS
(e.g. temperature > 8˚C for
15 minutes)
One message
for each alarm
situation
When alarm value persists
and an alarm is not
acknowledged by the user
within the repetition
interval period
Escalation
Escalation Recipients +
Alert
Main
Recipients
When the alarm value
persists and an alarm is
not acknowledged within
the defined delay period
Escalation
Escalation
Recipients +
Reminder
Main
When alarm value persists
and escalation is not
acknowledged by the user
Continuously
based on the
email only
repetition
interval when
conditions are
met
email, or email and SMS
(depending on
Notification Type for
Main Recipients and
Escalation Recipients)
email only
(depending on
Notification Type for
One message
for each
escalation
situation.
Continuously
based on the
repetition
Page 207 of 277
User Manual SmartView 6 - 1_en
Recipients
within the repetition
interval period
Main Recipients and
Escalation Recipients)
interval when
conditions are
met
Example Scenario
Event Rules:
Temperature < 15.00 °C (59.00 °F) for 00:15:00, warn when < 18.00
°C (64.40 °F)
Main Recipients:
Gerry, Andy
Notification Type (Main
Recipients):
email and SMS
Repetition Interval:
15 minutes
Excursion can escalate:
Yes, with 30 minute delay period
Notification Type (Escalation
Recipients):
email and SMS
Escalation Recipients:
Jon, Marlen
Let’s assume the following scenario for a cold room with this Event Profile:
• At 10:31h a temperature value of 16.26˚C is received
• At 11:16h a temperature value of 11.30˚C is received
• The temperature remains above 8 ˚C for 4 hours, in which period the users do not acknowledge
the excursion in SmartView.
What messages will SmartView send?
At 10:31h a WARNING MESSAGE is sent to Gerry and Andy by email and SMS
At 11:16h an EXCURSION ALERT is sent to Gerry and Andy by email and SMS
At 11:31h an EXCURSION REMINDER is sent to Gerry and Andy by email.
At 11:46h an ESCALATION ALERT is sent to Jon and Marlen, as well as to Gerry and Andy by email
and SMS
At 12:01 an again an EXCURSION REMINDER is sent to Gerry, Andy, Jon, and Marlen by email.
Page 208 of 277
User Manual SmartView 6 - 1_en
12.1.1.1. Notification Q-Tag Alarm
Although you do not get the notification about the Q-tag alarm in real time, SmartView has the capability
to send notifications about the Q-tag alarms reported against Q-tag Alarms. As soon as a Q-tag data file
is uploaded to the system, the system will send a notification about the Q-tag alarms reported in it.
If a Q-tag is associated with a Shipment and an Event Profile with recipients defined is added to the
shipment prior to the Q-tag file upload, then as soon as a Q-tag file is uploaded, the notification email
about the Q-tag will be sent to the recipients defined in the shipment profile.
Below is an example of the Q-tag alarm notification email:
However, the notification email about the Q-tag alarm will be sent to the main contact (e.g. Site
Page 209 of 277
User Manual SmartView 6 - 1_en
Manager) instead of the recipients in the event profile, in the following cases:
• Prior to the data file upload, if the Q-tag is not associated with a shipment prior to its data file
upload
• Prior to the data file upload, if no Event Profile is added to the shipment to which Q-tag is already
associated with.
Page 210 of 277
User Manual SmartView 6 - 1_en
12.1.2. Acknowledge an Alarm
In order to stop receiving notifications about an open alarm, it is important to acknowledge this.
You have various options to acknowledge an alarm:
From the homepage
You can easily acknowledge an alarm from the homepage, by clicking on the
‘Acknowledge Excursion’.
and then choose
From the Excursion overview
From the Alarm list, you can choose to acknowledge your excursion by clicking on the
‘Acknowledge Excursion’.
and choose
From the ‘View Excursion’ page
You also have the option to acknowledge the excursion by choosing to view the details of the excursion
and click on
.
From the Graph
Another possibility to acknowledge excursions is to go to the graph on the alarm details page and
acknowledge the desired alarm directly from the graph, as shown below:
After the excursion has been acknowledged
After the excursion has been acknowledged by one of the recipients, SmartView will send out an
acknowledgment email informing all recipients about this action. The email will contain information about
who has acknowledged the excursion, which other recipients are aware of this, what the excursion
details are, the root cause, and the action taken.
Once the excursion has been acknowledged, SmartView will stop sending out notifications about the
Page 211 of 277
User Manual SmartView 6 - 1_en
particular excursion, as this has already been processed by a user and has been taken into account.
Page 212 of 277
User Manual SmartView 6 - 1_en
12.1.3. Document an Alarm
SmartView allows you to document additional information about an alarm. You can note down the Root
Cause of an alarm and the corrective Action taken for the alarm.
You have various options to document the Root cause and Action for an alarm:
From the homepage
From the homepage
You can easily modify an alarm from the homepage, by clicking on the
and then choose
‘Modify Excursion’. You can then add the Root cause and Action taken in the designated fields and
click on
to save your changes.
From the Alarm overview
From the Alarm overview
Page 213 of 277
User Manual SmartView 6 - 1_en
From the Alarm list, you can choose to modify your excursion by clicking on the
‘Modify Excursion’.
and choose
From the ‘View Excursion’ page
From the ‘View Excursion’ page
When clicking on the Alarm ID (either from the email notification or from the Alarm Overview) you
will be redirected to the Alarm Details screen.
Click on
to modify your Alarm.
Page 214 of 277
User Manual SmartView 6 - 1_en
Page 215 of 277
User Manual SmartView 6 - 1_en
12.1.4. Close an Alarm
When an alarm situation no longer persists and corrective action has been taken, you can close the
alarm. Closing an alarm is only possible after it has been acknowledged by the user. The sole purpose of
closing an alarm is to document proper handling of an alarm situation. You should not close an alarm
when it still persists.
The same as acknowledging an alarm, you have various options to close an alarm:
• From the homepage
• From the alarm overview
• From the ‘View Excursion’ page
• From the Graph
Page 216 of 277
User Manual SmartView 6 - 1_en
12.1.5. Q-tag Excursions
As soon as a Q-tag file is uploaded, the system checks for Alarms reported by the Q-tag and translates
them into Excursions. Each Alarm reported in the Q-tag data file will be translated into a single
Excursion. Configuration for an Alarm will be represented by the Rule of the corresponding Excursion.
For example, if a Q-tag alarm configuration is set for temperature “above 44.9°C for 1h” then the
excursion triggered against such an alarm would have its rule as “Temperature > 44.9 for 01:00:00”. If
the alarm configuration has any established rule, then this is also indicated in its corresponding
Excursion rule.
Note: The Time of an Alarm and the Start time of an Excursion does not represent the same thing. The
date and time of an alarm represent the time when the alarm was triggered based on a configuration.
E.g. Time 10:00 of an alarm against configuration “above 44.9°C for 1h” indicates that at that time the
temperature was found to be above 44.9°C for one hour. The actual breaching of the temperature
started an hour ago which is at 09:00 in this case. The Start time of the reported Excursion shows the
actual start time when the breaching of the temperature is first identified. This helps to identify the exact
point of time when the temperature started breaching the limit. The excursion also states the End time of
an Excursion which usually represents the exact point of time when the temperature went back to the
limit. In case the temperature did not come back to the limit before the Q-tag is stopped, then the Stop
Time of the Q-tag is noted as the End time for the excursion. The excursion reported against the
Accumulated Alarm configuration does not have an end time.
Notification about a Q-tag Excursion
Although you do not get the notification about the Q-tag alarm in real time, SmartView has the capability
to send notifications about the Q-tag excursions reported against Q-tag Alarms. As soon as a Q-tag data
file is uploaded to the system, the system will send a notification about the Q-tag alarms reported in it.
If a Q-tag is associated with a Shipment and an Event Profile with recipients defined is added to the
shipment prior to the Q-tag file upload, then as soon as a Q-tag file is uploaded, the notification email
about the Q-tag will be sent to the recipients defined in the shipment profile.
Page 217 of 277
User Manual SmartView 6 - 1_en
12.1.6. Alarm markers in the graph
The displaying of additional markers in the sector/shipment graph is similar to the shipment milestone
markers, but related to the shipment alarms. Effectively, it will show a dashed vertical line in either the
color red, yellow, or gray (depending on the excursion state) and indicate a box with the ID of the alarm
and click-through to the detail page of that alarm.
The markers are colored according to the status of the alarm:
Red – indicating open alarms.
Yellow – indicating acknowledged alarms.
Gray – indicating closed alarms.
*
When hovering the mouse over the marker, this will display detailed information about
the alarm. When clicking on the alarm ID in the detailed information box, you get
redirected to the detail page of the alarm. You also have the possibility to acknowledge
the alarm directly from the graph.
Page 218 of 277
User Manual SmartView 6 - 1_en
12.2. Manual Alarms
In case an Alarm has to be added to a TCI that occurred in an environment that was not observed by a
Berlinger-supported device the functionality of manual alarms can be utilized. This will allow for the
addition of an excursion to a TCI simply and easily. To access the functionality there is the Sub-menu
point Manual alarms available under the menu point Reporting.
When accessing this tab you will be able to access all already present Manual alarms. Also, there will be
the option to create new Manual alarms by pressing the
button
Page 219 of 277
User Manual SmartView 6 - 1_en
on the top right.
Once pressed a new view will open that will allow for entering the information regarding the manual
alarm.
This includes information on the excursion itself(temperature/time) as well as additional supporting
information like the root cause or the actions taken to mitigate it from re-occurring. The temperature data
will then be automatically added to the corresponding TCIs for the recalculation of the stability budget.
This process might take some time depending on the amount of TCIs that require the update.
*
The data itself will be added to the TCI with flanking values to guarantee a correct
stability budget calculation.
Page 220 of 277
User Manual SmartView 6 - 1_en
Page 221 of 277
User Manual SmartView 6 - 1_en
12.3. Custom Graph
You can either choose a custom graph from the list or create a new custom graph.
Choosing a custom graph from the list
Choosing a custom graph from the list
Creating a new custom graph
Creating a new custom graph
Click on the top right on
graph.
to start the process of creating a new custom
Page 222 of 277
User Manual SmartView 6 - 1_en
A new window will pop up allowing to enter a name for the new graph as well as the option to select
another custom graph as a template if one is available.
In the following window, three options will be available for graph type.
Name
Description
Custom
Period
This allows to create of a custom graph for a specific time period for non-Q-tag
devices
Latest Period
This allows creating a custom graph for the latest period for non Q-tag Devices
Q-tag Overlay
This allows to create a custom graph for Q-tag Devices
If a custom period is selected as an option, the duration can either be limited with the duration
modifier or the specific end date. If both are entered the end date will be used.
Page 223 of 277
User Manual SmartView 6 - 1_en
By clicking on
the custom graph.
the following view will be available where the devices can be added to
Modify a Custom Graph
Modify a Custom Graph
To modify a custom graph
Custom Graph selected.
can be pressed within the custom graph overview and Modify
Page 224 of 277
User Manual SmartView 6 - 1_en
Page 225 of 277
User Manual SmartView 6 - 1_en
12.3.1. Detail
On the detail page, an overview of the selected devices in your custom graph is shown. It also shows
which color of the graph is assigned to certain devices.
Page 226 of 277
User Manual SmartView 6 - 1_en
12.3.2. Graph
SmartView provides the capability to create a Custom Graph by overlapping the data from multiple
sensors in order to perform an analysis of several used monitoring devices. The Custom Graph has the
capability to include and combine data from sensors of the same type or of different types (e.g. Q-Tag,
etc.) into one single graph.
Each Custom Graph contains the following two elements:
1. Overlay of the temperature graph of the various sensors that show the different values of the
sensors in a single graph.
2. Statistical Table that shows the statistical information in a table format, with an easy indication of the
lowest and highest maximum, etc.
Usability
If the graph includes sensor data from real-time monitoring devices, the Custom Graph functionality
offers the possibility to define the desired period for which the data should be included in the graph. If
the graph will include sensor data from a Q-Tag USB logger device, the graph will overlay automatically
the data based on the start time and the end time of the device.
The Custom Graph is to be created manually by selecting the sensors that should be included in the
graph in order to analyze their containing data. A maximum number of 100 sensors can be included and
overlayed in the custom graph.
The Custom Graph is commonly used for conducting Thermal Mapping studies inside a temperaturecontrolled facility, for sensor recalibration, or for performing different tests with a larger number of
sensors.
Page 227 of 277
User Manual SmartView 6 - 1_en
Custom Graph Overview
Custom Graph Zoom Area
Click, hold, and drag the mouse from one point to the other a zoom area will be selected as shown in the
next graphic.
Custom Graph Zoomed
The next screenshot shows the zoomed-in area. Go back to the overview by clicking the “Reset Zoom”
Button on the right.
Page 228 of 277
User Manual SmartView 6 - 1_en
Page 229 of 277
User Manual SmartView 6 - 1_en
12.4. Shipment Analysis Report
The Shipment Analysis Report is a document that provides a statistical analysis of shipments that have
been monitored with SmartView and enables users to overlay multiple shipments in a single graph. Each
Shipment Analysis Report contains the following three elements:
1. Details page with general information
2. Overlay of the temperature graph of the various shipments. As these shipments may be performed
at different times, the temperature graph is based on a relative time.
3. Statistical Table further information in that regard can be found in the following chapter: Statistics
The Shipment Analysis Report is generated manually by selecting the specific shipments that need to be
included in the analysis. This functionality can be accessed directly from the menu option or from the
shipment overview screen.
Page 230 of 277
User Manual SmartView 6 - 1_en
13. Configuration
Step
SmartView
Functions
1
Configuration
Actions
Result
List with configuration functions is displayed
New policy windows is opened:
2
Configuration
policies
+Create new policy
- General – Policy name and description fields
- Alarm rules for defining alarm parameters. For details
see 4.9
- SmartMonitor different settings depending on the used
device
Save
Add carrier: A selection list of predefined carriers.
Only airlines can be selected in this window. To define
3
Carriers
+ Add Carrier
a new airline, you need administrator rights.
If a different transportation is used (Road, Railway,
Sea), the carrier has to be defined within the shipment,
see Shipment dashboard
Ok
4
Customers
+ Create Customer
Window for customer description
- General – Description of new customer
Toggle Filters
Search function for a specific Customer
- Name
- Status (All, Enabled, Disabled)
Save
Templates: Selection list of predefined alarm profiles
Alarm profiles contain the following information:
- Name
5
Alarm
profiles
+ Create Alarm Profile
- Message as comment text window and selection list
with enclosed rules
- Rules as predefined alarm conditions, setting up of
Alarm rules see step 10
- Recipients
- Escalation recipients
Search function for a specific Customer:
Toggle Filters
- Name
- Status of customer (All, Enabled, Disabled)
Save
6
Packing
systems
+ Create Packing System
Name: Selection list of already defined packing systems
Packing systems contain the following information:
Page 231 of 277
User Manual SmartView 6 - 1_en
- General
Status of the packing systems (Enabled, Disabled)
Description of the packing system
- Storage Conditions
Selection list for different storage conditions
Storage conditions are defined by the system
administrator, see SmartView manual for details.
Save
Name: Selection list of already defined products
Products contain the following information:
- Details – General
- Part number
- Status (Enabled, Disabled)
- Product code
- Storage Conditions (Enabled, Disabled)
- Description
7
Products
+ Create Product
- Details – Storage Conditions
- Selection list for predefined storage conditions
- ATOR
- Details – Batches
Create Batches
- External ID
- Production Date
- Status (Enabled, Disabled)
- Stability Budget
- MKT
- Thresholds
- Audit Trail
Save
External ID: ID number of the clinical trail
Clinical Trails contain the following information:
- Details – General
- Name
- Start Date
- Program
8
Clinical trials
+ Create Clinical Trail
- Storage Conditions (Enabled, Disabled)
- Phase (Phase 1 … Phase n)
- Description
- Details – Products
Selection list for products used
- ATOR
- Details – Contact Details
Various details of the parties involved
- Audit Trail
- TCIs
Page 232 of 277
User Manual SmartView 6 - 1_en
Search function for a specific Trial:
- External ID
Toggle Filters
- TCI original ID
- Name
- Program
- When (Anytime, Past, Present, Future)
Save
9
10
smartAlert
unit
Alarm rules
Definition windows for a smart Alert unit
+Create smartAlert Unit
Locations corresponds to the locations defined in:
Monitoring
Select the device to be
Alarm rules are used to define alarm limits.
monitored and its
measurement parameters:
Selecting the device and measurement parameters
opens a window for defining alarm rules.
- Device
- external sensor
With + Add alarm rule the input fields for the required
parameter open.
+ Add alarm rule
Input fields for the required parameters.
Save
Page 233 of 277
User Manual SmartView 6 - 1_en
13.1. Configuration policies
For the SmartMonitor family as well as for the set up of event profiles configuration policies can be
created that will contain the settings relevant for the device. To create a new configuration policy you
can access the respective menu point under the configuration menu.
Where you can create the new policy by pressing
on the top right. By pressing
to create a new policy a new view will open that allows the set up of a policy. There are the following
three screens: The first screen “General” will allow for a general description, name, and if the policy is
enabled (Unless it’s enabled the policy can not be used within monitoring).
On the second screen the measurement interval can be set. The allowed minimal measurement interval,
if the internal sensor is enabled, is 5 minutes and if only the external sensor is utilized the lowest
measurement interval that can be utilized is 1 minute.
Page 234 of 277
User Manual SmartView 6 - 1_en
On the third screen, the alarm rules for the device can be set up. The rules that are there are
differentiated between the device’s internal sensors as well as external probes. The internal ones consist
of temperature and humidity and the external probes one of temperature. You can set up multiple
settings for each of them and also select between single or accumulated alarms (“single” means a single
occurrence needs to meet the time constraint while “accumulated” means there can be multiple
instances that violate the value for a shorter amount of time but will trigger the alarm due to them all
being added up together exceed the time value) but there is some limitation that must be met so it is
required that the alarm delay is a multiple of at least 2 times of the measurement interval as well as a
combination of temperature with type needs to be unique, for example, you can have only one 8 degrees
Celsius single alarm but it would be allowed to have an 8 degrees Celsius single alarm as well as an 8
degrees Celsius accumulated one.
Besides that there is also the possibility to set up warnings. A warning will trigger a notification of the
alarm recipients but does not require further handling within SmartView and they will not appear within
SmartView as an active issue. Warnings primary serve as a mean of notification to the user prior of a
breach of the Alarm settings.
Page 235 of 277
User Manual SmartView 6 - 1_en
On the fourth screen, specific additional event settings as well as device settings can be defined. For an
easier overview, the available options can be adjusted based on the device used, but they can contain
up to settings such as light, tilt shock, and free-fall monitoring. In addition, it is also possible to set
additional features such as start prevention without an external probe connected or settings specific to
the communication of the device as well as information available on the device itself for example an
Page 236 of 277
User Manual SmartView 6 - 1_en
acoustic alarm if a violation occurs.
For additional information in regards of the light sensor as an estimate for the light levels the following values
could be utilized:
Lux level estimate Interpretation comparison
1
Twilight
5
Minimal street Lighting
10
Sunset
50
Living room
80
Hallway
100
Very dark overcast day
320-500
office lighting
400
sunrise/sunset
1000
Overcast day
10000-25000
Full daylight
32000-130000
Direct sunlight
Page 237 of 277
User Manual SmartView 6 - 1_en
Page 238 of 277
User Manual SmartView 6 - 1_en
*
If you wish to use the device as a gateway for Ship S devices it is required to enable
Cellular as well as Bluetooth and disable WiFi connectivity.
Page 239 of 277
User Manual SmartView 6 - 1_en
Once all the required settings are entered the policy can be saved for further use by pressing
on the top right of the screen.
Page 240 of 277
User Manual SmartView 6 - 1_en
13.2. Carriers
The Carriers menu item allows you to define a subset list of Air Carriers from a list of all the carriers
available in the system that you will use in SmartView when working with carriers. The carrier list
available in the system includes around 250 commercial Air Carriers. Before you use the carrier in other
places (for example for a shipment) you need to define the Air Carriers subset list by adding the
frequently used carrier from the main list.
Overview of existing Carrier
To view an overview of the air carrier subset list, click on the menu item Configuration: Carriers. As
shown in the following image and you will get the screen with the air carrier subset list.
To add a new carrier to the list simply click on the
carrier from the dropdown list.
button and choose the desired
To remove an air carrier from the subset list, simply click on the
select delete.
button next to the carrier and
You cannot remove a carrier from the subset list if it has already been referred
! Note:
somewhere.
Page 241 of 277
User Manual SmartView 6 - 1_en
13.3. Customers
Create Customers
Create Customers
The Customers menu item provides an overview of all the customers created in the system. This
screen also enables you to define new customers for your shipments and to edit existing customers.
You can also filter the list of customers depending on your preferences.
To add a new customer, simply click on the
button and fill in the name of
your customer. After creating a customer, you will be able to assign this to one or more shipments.
Modify Customers
Modify Customers
You can edit your customers by clicking on the
button.
Page 242 of 277
User Manual SmartView 6 - 1_en
Enable/Disable Customers
Enable/Disable Customers
If you want to enable or disable a customer, use the toggle Enable/Disable on the bottom of the
details tab in modify mode.
Choose to modify in the Customer tab.
Scroll down to the toggle Enable/Disable and change settings.
Page 243 of 277
User Manual SmartView 6 - 1_en
Click
to save your settings.
! A customer cannot be deleted, only disabled.
Page 244 of 277
User Manual SmartView 6 - 1_en
13.4. Alarm Profiles
One of the core capabilities of SmartView is alarm management, which includes defining alarms,
identifying, handling, and reporting on alarm excursions. An alarm is the occurrence of a pre-defined
situation.
SmartView enables users to define business rules for such situations. An alarm excursion represents an
alert situation that indicates the breach of one of the business rules that are defining the alarm. With
continuous sensor measurements, SmartView can identify the breach of a rule and thereby can report an
alarm.
To support alarm management, SmartView enables users to define alarm profiles that include: alarm
rules, recipients, and personalized messages.
The user needs to define appropriate alarm profiles in the system first. For monitoring a shipment or a
facility, he needs to select one of the predefined alarm profiles that are applicable to it. Selecting an
alarm profile for a shipment or sector means that the business rules, as defined in the alarm profile, are
now applicable to the specific shipment or sector.
To access the alarm profiles, you need to go to the ‘Configuration’ tab in the menu bar and click on
‘Alarm profiles’.
Create
Create
To create a new alarm profile, go to the alarm profile menu item and click on the
button:
Page 245 of 277
User Manual SmartView 6 - 1_en
Provide a name for the alarm profile and click OK.
*
Optionally you can select an existing alarm profile as a template in the ‘Create an
Alarm Profile’ box. If you select an existing alarm profile as a template, then the new
alarm profile will get the information that was already defined in the existing profile.
This is useful in a situation when an alarm profile similar to an existing one needs to
be created.
During the set up, a configuration policy has to be selected. The rules for the event profile will be
imported from the configuration policies available within the system.
After creating an alarm profile, this can be applied to a sector or a shipment and can be reused as
Page 246 of 277
User Manual SmartView 6 - 1_en
many times as required.
You can choose to Modify or Delete the alarm profile from the alarm profile overview, by clicking on
the
button and by choosing your action. The ‘Modify’ page can be reached also from the alarm
profile itself, by choosing the
*
Note: Editing or deleting an alarm profile does not affect the shipments or sectors to
which the alarm profile is added. Editing an alarm profile will only affect the
shipments or sectors to which the alarm profile will be added.
Every setting can be modified which you had to fill out or define when creating an alarm profile.
Delete
! You cannot delete an alarm profile if it is in use.
Page 247 of 277
User Manual SmartView 6 - 1_en
13.5. Packing Systems
Create Packing Systems
Create Packing Systems
The ‘Configuration: Packing Systems’ menu item allows you to define the packing systems (e.g.,
Envirotainer). In practice, the packing system refers to a kind of packaging in which a SmartSensor
is mounted to monitor the relevant shipment.
You can define a list of frequently used packing systems for your shipments that are monitored by
SmartView. While creating a SmartSensor association to a shipment, you can optionally select the
packing system.
Overview of existing packing systems
To view an overview of packing systems already defined in the system, click on the menu item
Configuration: Packing Systems. You will get an overview of all the packing systems as shown in
the following image:
The coloured icons indicate whether the packing system is:
enabled or
disabled
Adding a packing system
To create a new packing system click on the
button. Provide a nonexisting and non-empty name for the new packing system and click on the OK button.
The packing system name can have a maximum length of 64 characters.
Editing and deleting a packing system
To edit an existing packing system simply click on the
*
for the packing system.
Note: You cannot delete an existing packing system if it has already been defined
Page 248 of 277
User Manual SmartView 6 - 1_en
against a shipment association.
Modify Packing Systems
Modify Packing Systems
Click
.
Page 249 of 277
User Manual SmartView 6 - 1_en
Modify Storage Conditions
Modify Storage Conditions
You can choose a storage condition for your packing system which you have predefined under ‘Site
Settings’ / ‘Storage Conditions’.
Delete Packing Systems
Delete Packing Systems
*
The packing system can only be deleted if the packing system is not in use
anywhere.
Page 250 of 277
User Manual SmartView 6 - 1_en
13.6. Products
Create
Create
Create the products you ship with the button
.
For example, you ship or store products for a fridge, freezer or ambient temperature.
Click on the small black triangle to see the settings of your product:
Page 251 of 277
User Manual SmartView 6 - 1_en
Modify
Modify
If you want to modify your product settings, click the product name to get inside the product
settings.
Click
to change settings and save afterward.
Delete
Delete
! You can only delete a product if its status is disabled and the product is not in use.
Page 252 of 277
User Manual SmartView 6 - 1_en
The
button is greyed out as long as the product is in use.
Audit Trail
Audit Trail
The Products Audit Trail shows you all the changes you have made.
Page 253 of 277
User Manual SmartView 6 - 1_en
Page 254 of 277
User Manual SmartView 6 - 1_en
13.7. Clinical Trials
Create a Clinical Trial
To create a Clinical Trial, click on the
button within the Clinical trial view.
Choose a name for your Clinical Trial and confirm by pressing “OK”.
Add the following information within the General area.
Topic
Description
Name
Name of the Clinical Trial (internal Product name for example)
Start Date
Start of the Clinical Trial
Program
Additional deeper information about the Clinical Trial
Phase
Enter the phase of the Clinical Trial
Page 255 of 277
User Manual SmartView 6 - 1_en
Description Description for more information about the Clinical Trial
And add the following information within the contact details to set up your clinical trial
Topic
Description
Sponsor Details
Enter the name of the sponsor (for internal use only)
CRO Details
Enter the name of the CRO (for internal use only)
Other Contact Details Enter other contact involved (for internal use only)
Products
Now add your products to the Clinical Trial.
*
Note: You must first create the products before you can assign them to the Clinical Trial.
Page 256 of 277
User Manual SmartView 6 - 1_en
14. Administration
The ‘Administration’ button in the main menu enables you to manage your own and other users’ account
settings, as well as some general adjustments to your license.
Page 257 of 277
User Manual SmartView 6 - 1_en
14.1. User Management
For admins, a tab called ‘User Management’ is available in the menu bar as displayed in the image
below.
*
For a step-by-step guide on how to set up a new user please follow the use case
By clicking on the ‘User Management’ tab, the admin can edit the configuration of any type of user by
selecting it from the overview list. A number of rights are assigned to the admin:
An admin can view the details of any type of user by clicking either on the user name or on the
in the overview list.
icon
• An admin can add a user by clicking on the
button in the user overview page.
• An admin can edit the account settings for a user by clicking on the account of an individual user in the
overview list.
• An admin can trigger a password reset for any of the users by clicking on the
button. An automatic email providing a link will be sent to the email address for which the password
should be reset.
• An admin can select and modify the access rights for a regular user, by applying new access policies to
their accounts (link to access control topic
• A user cannot be deleted but can be disabled. An admin can disable a user, in case one is not entitled
to have access to the system any longer. This can be done by selecting disabled as the status and
updating the user.
Page 258 of 277
User Manual SmartView 6 - 1_en
• An admin can restrict a users access to certain areas within a license. The restriction can be based on
a Location, Carrier or Customer that is present in for the user accessible sub-licenses.
Page 259 of 277
User Manual SmartView 6 - 1_en
14.2. Access Control
SmartView works with role-based access control. Within this area, a user with the required rights can set
up different user profiles with the corresponding rights to limit the access to the system to only specific
required areas. You will find this menu under the ‘Administrator’ tab under ‘Access control’.
If it’s then wished to create a new policy you can do so by pressing the
button. The user will
then be greeted by a new window where it’s possible to set a name as well as select the sublicense to
which the profile should be applied.
Once the license is selected the window will expand and offer a wide range of selection possibilities to
customize permissions to different areas. It’s also possible to set the profile for license administrators. If
this is done the profile will contain the maximal possible permissions as administrators have access to all
areas. In addition, the level of interaction is based on none-view-create-update-delete and if a higher
level is selected the user will automatically receive all the lower levels as well.
Page 260 of 277
User Manual SmartView 6 - 1_en
Once all the required adjustments are done the changes can be saved by pressing
profile is to be removed it can be done so by pressing the
If a
button within the ‘Access control’
view. If this is done, the role will be removed from all the users it is associated with.
Once a configuration policy is create its possible to edit it in retrospect. In addition it is possible to see
who received a certain role when within a configuration policy by pressing the
button
located at the top right of the view. This will open a new view that displays a list of all users that have
this role assigned.
Page 261 of 277
User Manual SmartView 6 - 1_en
Page 262 of 277
User Manual SmartView 6 - 1_en
14.3. Login Policy
Within this area it is possible to set different login attempt limitations to prevent brute force attacks into
the system. This may include wait times after too many wrong attempts or wait times between attempts
itself.
Page 263 of 277
User Manual SmartView 6 - 1_en
14.4. Password Policy
SmartView allows customized password policies to ensure that the security level is meeting all user
requirements. In the pictures here below are listed all the available options.
Page 264 of 277
User Manual SmartView 6 - 1_en
14.5. License Settings
Under the ‘Administration’ menu, the user will be able to find the ‘License settings’ sub-menu. Within
there – depending on the user’s access rights – you will be either able to see only a menu point for your
sublicense or the sublicense as well as the master license. If you wish to edit one of the menu points you
can do so by pressing the
button on the right. The user is able to adjust 2 menu points. ‘Review
management’ as well as ‘reason of change’. To be able to enforce a reason of change (a comment will
be required to commit a change) the review management has to be activated.
The review management itself, if activated, will be required if a new configuration policy is created for it
to be approved. When creating the policy the user is greeted by the
instead of the
button
and the policy will not be available until approved.
For the approval, a user with the required permissions can review them under the review tab
Where it then can be approved or declined by pressing one of the buttons on the bottom
Page 265 of 277
User Manual SmartView 6 - 1_en
Page 266 of 277
User Manual SmartView 6 - 1_en
14.6. Site Settings
• General
• Range Settings
• Storage Conditions
• Root Causes
• Email Recipients
Page 267 of 277
User Manual SmartView 6 - 1_en
14.6.1. General
The administrator can define to automatically approve all shipments that contain no excursions as well
as define which shipment status should be hidden standard-wise from the shipment view:
Page 268 of 277
User Manual SmartView 6 - 1_en
14.6.2. Range Settings
Range Settings Temperature y-scale for Graph View
A user with the right to the site settings can define upper and lower limits for the graph (y-scale) to make
it easier to compare different reports side by side.
Fields that should be provided:
- name for the template
- lower limit (optional)
- upper limit (optional)
At least one of the limits should be filled in. Ranges are set on the basis of the user settings (F or °C).
Max. amount of the range is 10.
Page 269 of 277
User Manual SmartView 6 - 1_en
Page 270 of 277
User Manual SmartView 6 - 1_en
14.6.3. Storage Conditions
Storage condition settings are used in multiple areas of SmartView.
Therefore, SmartView provides the functionality to define storage conditions in the Admin settings so
that these conditions can be reused when assigning to products, packaging systems, shipments, and
sectors.
Page 271 of 277
User Manual SmartView 6 - 1_en
14.6.4. Root Causes
In the ‘Root Causes’ tab, the administrator can define customized reasons for excursions.
These reasons can then be used when managing a specific excursion by selecting a root cause and
providing an appropriate action for handling the excursion.
Page 272 of 277
User Manual SmartView 6 - 1_en
14.6.5. Email Recipients
Upload Notification Recipients:
Up to 5 additional email recipients can be added by the administrator.
Page 273 of 277
User Manual SmartView 6 - 1_en
14.6.6. API
In the API Tab the Admin can allow integrations with other applications by way of defining the Webhooks
that allow for direct communication.
Besides that there is the possibility to device an API-User this API user is only required if an integration
is utilized that is originating from a previous version of SmartView, otherwise API users are to be defined
via the regular User creation.
API Structure
*
The structure of the SmartView API and the available Endpoints you will find here.
Page 274 of 277
User Manual SmartView 6 - 1_en
15. Profile
To access your personal setting, press on your name on the bottom left and select ‘Settings’.
Within there, you are able to edit your personal settings and preferences.
In addition, it is possible to subscribe to monthly reports that would then be delivered directly to the
user’s account via mail.
Page 275 of 277
User Manual SmartView 6 - 1_en
16. Sign Out
To log out of SmartView, click on the name at the bottom left and select ‘Sign Out’.
By using the ‘Sign Out’ button, you can log out of SmartView.
Page 276 of 277
User Manual SmartView 6 - 1_en
17. Frequently Asked Questions (FAQ)
For technical problems or questions, please visit the Berlinger Support Center: FAQ – SmartView
Page 277 of 277
">