Feature Release: Webview 3.0
Coming November 28, 2016

The Webview interface has been completely redesigned to make it more user-friendly, intuitive and organized. Over the years we have added many new features, but we haven’t taken the time to lay out all of the pages taking account for all the new features, that is the main focus of Webview 3. Most of the information is still in the same general place, but the new pages are laid out in sections that make it more intuitive and allows for future updates without affecting the overall look and feel.

We will have some review / training sessions during the week before and during the week of the release.
(click here)

We hope that you’ll find these updates to be intuitive and easy to use. Please send comments and any issues to us using the Help / Request support option in the top menu.

Along with this reorganization there are some changes that we’d like to point out:

Feature Release
August 15, 2016

A new schedule system has been added to Webview. This new system introduces the ability to create re-usable schedules and associate them with multiple devices or email reports, rather than having to create a new schedule for each. This will streamline the device setup process and allow changes to schedules to affect multiple devices or email reports. One exceptionally useful way to take advantage of this new systems versatility can be demonstrated with assets requiring seasonal schedule changes. For example a schedule with a name such as “propane seasonal” could be created and applied to a large number of devices. When the season changes and requires the schedule to change, the schedule itself could be updated and would, as a result, update the schedule on all of the assets on which the “propane seasonal” schedule was initially assigned.

Devices can be broken down into four distinct groups:

  • Dial-up and Satellite Gateways

  • Cellular Monitors

  • Ethernet and Cellular Gateways

  • Encompass Gateways

Because different devices and reports have different schedule capabilities, schedules can only be assigned to like devices. For example, a schedule created for a cellular monitor can be applied to other cellular monitors, but could not be assigned to an encompass gateway.

Currently the Schedule Manager can be accessed on the Gateway Setup page or on the Email Report Management page by either adding a new report or editing an existing report.

The process for creating and editing schedules on the Gateway Setup and Email Report Management pages is identical. Locate the “Schedule” drop-down field. This is where an existing schedule can be selected and applied to the device or report. Hovering over the clock icon to the right of each schedule in the drop-down field will show a preview of the schedule. The Schedule Manager can be opened by clicking the icon beside the “Schedule” drop-down field. A pop-up window for Schedule Management will appear.

The “Show Disabled Schedules” checkbox is displayed in the top-right corner. Disabled schedules will be hidden unless this box is checked.

  1. Status Column: This shows the “Enabled” or “Disabled” status. Disabled schedules cannot be applied to any devices or email reports unless their status is changed to “Enabled”.

  2. Label Column: This shows the label, or name, of the schedule. The label should accurately describe the schedule. A combination of the Label and Type columns should be enough to easily identify the schedule.

  3. Type Column: This shows the type of schedule. The possible schedule types are Interval, Custom, Window, and Monthly, though the types available vary based on the group the device belongs to.

  4. Used By Column: This shows how many devices or email reports are currently using the schedule. If a number is present, clicking on it will open a pop-up window which displays the path to the devices or email reports that are using the schedule, their serial numbers, and the object type.

  5. Details Column: Hovering over the clock icon will show a preview of the schedule.

  6. Edit Column: Though this column does not have a name, an icon is present. When clicked, this icon opens the Schedule Editor so the schedule can be modified.

A new schedule can be created by clicking the “Add Schedule” button. This will open the Schedule Editor.

The label is the name of the schedule and should accurately describe it, such as “Daily 8 A.M.” or “Mon, Wed, Fri at 8 A.M.”. The “Enabled” checkbox is checked by default. This means that the schedule can be assigned for devices within the group via the “Schedule” drop-down field once the schedule has been created. Disabled schedules cannot be assigned. They are not visible in the “Schedule” drop-down field and can only be viewed in the Schedule Editor if the “Show Disabled Schedules” checkbox is checked. Also, schedules that are in use cannot be disabled unless they are removed from all devices that they are assigned to first.

The next section displays the schedule type information. The schedule capabilities of the device determine which types will be displayed. If more than one schedule type is available the user can choose between them by clicking the tab that represents the desired schedule type.

Schedules made through the Gateway Setup page have an additional section near the bottom of the pop-up window that displays the expected monthly billing information.

When all of a schedule’s relevant fields are completed the user should click the “Save Schedule” button located at the bottom of the pop-up window. The schedule should now be selectable from the “Schedule” drop-down field if it was set to “Enabled”. All schedules created before the introduction of the Schedule Manager will be imported. Duplicate schedules will be consolidated into a single schedule.

There are four existing schedule types in this system:

These schedules can be set to specific daily times that can vary day-by-day or a recurring daily time that is consistent throughout every day of the week.

The “Start Time” field is the start of the day for reports and the “Interval” is the time between each report, which is limited by the “Max Reports” per day.

This schedule provides a simplified setup with only an interval between reports, or if more detail is needed, an advanced menu requiring an open window, close window and interval.

This schedule should be used if only one report per month is needed. The user chooses the time and day of the month for the schedule.

Feature Release
June 14, 2016

A new Email Report Management tool has been added to Webview. This new email reporting system introduces the following improvements:

  • An easier-to-use setup page
  • The ability to send any pre-existing report profile, rather than having to set up a new one
  • The ability to send a report to multiple contacts, rather than having to set up a new user and report for each

NOTE: WE WILL NOT BE IMPORTING OLD EMAIL REPORTS. The limitations of the old system forced a user to be created for the sole purpose of getting email reports. The new system allows the person administering the email report to select a contact group to receive the report because contacts do not require a user to be set up. This will make users created solely to receive email reports no longer needed. These users should be deleted once new email reports have been configured.

Email Report Management can be accessed from the User Menu located in the top-right corner of the Webview window.

  1. Status Column:This shows the “Enabled” or “Disabled” status. Disabled reports will not be sent unless their status is changed to Enabled.

  2. Type Column:This shows the type of report that will be emailed. This can be set to Asset (Tank), Device or Usage.

  3. Subject Column:This shows the subject line of the email report. The subject should accurately describe the email report. A combination of the Subject and Type columns should be enough to easily identify the report.

  4. Path Column:This shows a path from the user’s top folder down to the folder where the report is set up.

  5. Contact Group Column:This shows the contact group to which the email report will be sent. Hovering over the Contact Group Icon in this column will display a list of the contacts within the group.

  6. Profile Column:This shows the profile applied to the email report. Hovering over the icon will display a list of the columns included in the report, the columns by which the report is sorted and any advanced filters applied. The filter column does not display on Usage Report profiles, as this report type does not support filters.

  7. Format Column:This shows the file format of the report. This can be set to HTML, CSV or PDF. If PDF is chosen as the file format it is recommended that the report be kept under ten columns. This will ensure that the report is easily readable.

  8. Edit Column:This opens a pop-up window that allows the user to make any needed changes to the report.

  9. Include Disabled Reports Drop-down (above the columns on the right side):Disabled reports will be hidden unless “Yes” is selected.

A new report can be created by clicking the “Add Report” button. This will open a pop-up window.

  1. Subject:This will be the subject line of the email report and should accurately describe the email report.

  2. Report Type:This shows the type of report that will be emailed and can be set to Asset (Tank), Device or Usage. This should be one of the first fields completed because it affects other options, such as Profile and Quick Filters, further down in the window.

  3. Folder:This shows a representation of the hierarchy. The user should select the folder for which they wish to set up the report, all assets (tanks) or devices under that folder will be included in the report. Selecting a folder alters the choices in the Contact Groups field to show only the groups that are available at this folder level.

  4. Profile:This is the same profile picker that is visible on Asset (Tank), Device and Usage reports. It determines which existing report profile is used.

  5. Contact Group:This is the same contact group picker seen elsewhere in Webview. Prior to the release of this report, the user would have needed to set up a separate email report for each intended recipient. Now the user can simply create a single report and select a contact group containing all of the intended recipients.

  6. File Format:This can be set to HTML, CSV or PDF. If PDF is chosen as the file format it is recommended that the report be kept under ten columns. This will ensure that the report is easily readable.

  7. Send Empty Reports:If there is no data for the report, it will send an empty email to the recipients. This is checked by default and serves the purpose of letting the recipient know that the reports are still functioning, but there is nothing to report. Select this option when an empty report is needed as verification that no Tanks/Assets match a filter (For example “Error” or “Late”).

  8. Enabled:This option is checked by default to enable the report. Only enabled reports are sent to recipients. Disabled reports are not deleted, but are hidden from the grid view unless the “Include Disabled Reports” drop-down is set to “Yes”.

  9. Quick Filters:This allows the user to activate the quick filters from the Asset (Tank) and Device Reports and has the same functionality as those quick filters. The quick filters available change based on the Report Type selected. Note that the Usage Report has no quick filters and therefore none would be displayed here if Usage was selected as the Report Type above.

  10. Scheduler:This is the same scheduler that is used elsewhere in Webview, but it has a new look for the Email Report Settings window.

Feature Release
March 31, 2016

Effective April 7, 2016, we will be changing the way that contacts get selected for all alert types. These changes are designed to speed up the way that you select contacts for alerts. This new design will also aid in the up and coming templating of alerts as part of the “Templating System” that will be implemented and released in August and September of this year. Templating will allow you to make mass updates to tank configurations, monitoring schedules and alert settings; giving you the power to update settings throughout the system.

All contacts (previously called “email groups”) that were associated with alerts have been converted into the new contact group system, so your existing alerts will go to the same email addresses and other contacts with no interruption.

Contact groups are replacing email groups, but the idea is the same: a group of contacts that are all alerted for a specified event. The system design is to allow companies to setup contact groups, then reuse the group for multiple alerts so that setting up an alert is quick and easy.

Selecting a Group

The new system has a single drop down box that lists all of the existing groups. You can simply drop it down and choose the group that you want to alert for the event, the image below shows the setting for a setpoint crossing alert.

The imported groups will be named as comma separated list of the contacts in the group, but for large groups there will be an indication that the group name isn’t the complete list, as in “+7 more”. If you point at the group icon the system will show you a list of all the contacts that are included in the group.

If your list of groups is long you may want to type part of a name of one of the contacts that would be in the group, this filters the list down to only groups that have a contact with those characters in it. This filter searches the name of the group, the name of the contact and the email address of the contact.

To add, edit or delete groups click on the Contact Group Manager icon next to the contact list drop down.

You can easily see what alerts are using a given Contact Group by clicking the “Used by” column in the management grid. This listing will include the location, name of associated tank and the alert type for each alert using that Contact Group.

Pointing at the group icon brings up a listing of all contacts in the group.

Clicking on the edit button allows you to change the name of the group and change the contacts included in the group.

  • Visual improvements to the Asset and Device reports
  • Asset Report filtering by asset type
  • Save As feature on Asset and Device reports to easily create a new profile based on an existing one
  • Fixed an issue with the Usage Analysis where the date range selector was not refreshing the grid
  • Poll Now capabilities added to the Asset Report
  • Added option to Asset report to disable fixed headers (performance increase on mobile)
  • Expanded our exporting abilities for the Asset and Device reports to now include:
    • Email
    • Printing
    • PDF Download
    • Excel Download
    • CSV Download
Feature Release
March 8, 2016

The following updates and enhancements have been made to the WebView application:

The new Folder Summary page includes the data that you are seeing such as Tank status counts and Device status counts, but we are also including a summary grid containing counts for your tanks and devices for each folder underneath your current folder. You can still view a report at your current folder by clicking on the links at the top of the page, but in addition, all links on the folder summary grid act as quick filters for the Tank and Device reports and clicking on an item in the grid will give you just the tanks or assets at that row's folder.

Another aspect of this release is that all links will now go to the new Tank and Device Reports that were released last year. If you are unfamiliar with those reports, there is more information explaining them further down in this page.

Device Report Help File

Asset Report Help File

Feature Release
September 14, 2015

The following updates and enhancements have been made to the WebView application:

The new device report is designed to replace and enhance the existing controller report and show all monitors in addition to controllers. The report will be accessible via a link on the new navigation bar. For the time being, the controller report will still be available, however we encourage users to use the new device report.

The report is completely user configurable allowing users to add, remove and rearrange columns and then save the report so that the user can run it again at any time. Clicking on fields in the report still allows the user to see detailed information about a device, but now uses a Popup window so that the user is not navigated away from the report. The report has new status icons that represent a device’s status.

Click here to learn more information: Device Report Help File

The old navigation system used links at the top of the main window of WebView to navigate to other pages. The new system incorproates a menu bar at the top of the page allowing easy access to all aspects of the website.

Old navigation system:

New navigation system:

This new menu system will allow us to seemlessly add new features to the system going forward as well as provides a more streamlined navigation experience.

Feature Release
July 16, 2015

The following updates and enhancements have been made to the WebView application:

The new asset report is designed to replace the existing asset and tank reports. The first implementation of the new asset report will add it as another view and will not replace existing reports This will allow users access to the new view to become familiar with the new layout and features. Over the next six months we expect to add functionality of all the existing reports into this one reporting tool without taking away current functionality. Only after this timeframe will we replace the existing views with the new updated version.

The report is completely user configurable allowing users to add, remove and rearrange columns and then save the report so that the user can run it again at any time. Clicking on fields in the report still allows the user to see detailed information about the asset, but now uses a Popup window so that the user is not navigated away from the report. The report has new status icons that represent the assets status.

This new report allows multiple monitored properties in the same row of a report so that a user can see the status of a tank, the high level alarm or sump sensor all in one row. It adds usability and functionality by using a popup window to show more information about the tank’s current state and history.

Click here to learn more information: Asset Report Help File

Products in WebView have been re-designed to be more user friendly and flexible for integration with the OptiFill application.

Changes include the following:

  • Products will now have "Classes" that are maintained by the WebView Support Team.
    These classes are globally accessible to everyone.
  • Product Groups have been replaced with an optional "Tag" system. Tags are simply an organizational tool and are also globally accessible.
    When anyone adds a Tag to a product it is added to a library of tags that anyone can use.

These changes allow the system to better track changes to products and make it easier for products in WebView to integrate into OptiFill, OptiSchedule and Dispatch Compass.