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0% found this document useful (0 votes)
70 views94 pages

UserGuide PDF

Uploaded by

harley florez
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 94

USER GUIDE v2.

12
Note: Features outlined in this user guide are for general use – user access varies to perform each
activity. If you need assistance, contact your authorized ExxonMobil distributor or local
representative.

Logging In
-Logging in from the welcome email.
-Updating user password.

User Profile
-Uploading images.
-Editing preferences.
-Editing user information.
-Adding accounts.
-Editing communication preferences.

Accounts
-Creating accounts.
-Copying accounts.
-Editing accounts.
-Exporting and importing accounts.
-Creating account relationships.
-Deactivating accounts.
-Reactivating accounts.
-Searching for existing accounts.
-Viewing accounts in a relationship tree format.

Users
-Creating new users.
-Editing users.
-Copying users.
-Exporting and importing users.
-Deactivating users.
-Reactivating users.
-Searching for existing users.
-Resetting a user’s password.

Assets
-Creating assets.
-Editing assets.
-Copying assets.
-Exporting and importing assets.
-Deactivating assets.
-Reactivating assets.
-Searching for existing assets.

Return to Table of Contents


Sample Registration
-Scanning a bottle to initiate sample registration.
-Scanning an asset to initiate sample registration.
-Manually registering a sample online.
-Registering a sample in the offline workflow.

Analytics
-Creating analytics grouped by account.
-Creating analytics grouped by asset class.
-Editing analytics.
-Displaying analytics on the dashboard.

Reports
-Viewing new sample reports.
-Viewing historic sample reports.

Sample Results Export Tile


-Scheduling sample results exports.
-Updating scheduled sample results exports.
-Exporting ad hoc sample results data.

Labels
-Creating labels.
-Editing labels.
-Copying labels.
-Printing labels.

Stakeholders
-Assigning account stakeholders.
-Messaging account stakeholders.

Work
-Configuring offline work queues.
-Assigning the offline worker role to a user.

Sample Kits
-Requesting sample kits.
-Assigning account ERP information.
-Ordering sample kits.

© 2016 Exxon Mobil Corporation. All Rights Reserved


All trademarks used herein are trademarks or registered trademarks of Exxon Mobil Corporation
or one of its subsidiaries unless otherwise noted.

Return to Table of Contents


Logging In
-Logging in from the welcome email.
-Updating user password.

-Logging in from the welcome email. Access the welcome email, and navigate to the login
portal using the embedded link. Provide the requested login / verification information. Select
the checkbox on the “Terms and Conditions” page that appears in order to accept the document
in its entirety. Click the “Save” tile at the bottom of the page to submit the page. For assistance
with accessing the system, contact the individual who created your user profile.

-Updating user password. Select the “My Profile” icon at the top, right corner of the page. Click
the “Change Password” link at the bottom of the page. Correctly enter the old password into the
designated field. Input the new password into both the “New Password” and “Confirm New
Password” fields before submitting the form. Note: the system will automatically redirect new
users to personalize their password following acceptance of the Terms and Conditions.

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User Profile
-Uploading images.
-Editing preferences.
-Editing user information.
-Adding accounts.
-Editing communication preferences.

-Uploading images. Select the “My Profile” icon at the top, right corner of the page. In the
“Preferences” tab on the “User Edit” page that appears, scroll to the bottom of the page. Either
drag an image file into the designated area, or browse for an image file using the “Choose Files”
option. Verify that the image appears under the “Profile Photo” heading. Click the “Save” link at
the bottom of the page.

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-Editing preferences. Select the “My Profile” icon at the top, right corner of the page. In the
“Preferences” tab on the “User Editor” page that appears, update the desired information in the
designated fields. Click the “Save” link at the bottom of the page.

-Editing user information. Select the “My Profile” icon at the top, right corner of the page. In the
“Preferences” tab on the “User Editor” page that appears, update the desired information in the
designated fields. Click the “Save” link at the bottom of the page.

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-Adding accounts. Select the “My Profile” icon at the top right corner of the page. In the
“Accounts” tab on the “User Editor” page that appears, utilize the search bar to identify existing
accounts. Note: the “search help” link offers guidance on maximizing search effectiveness.
The search results will appear in the left box. Use the “Add” and “Remove” features to edit the
list of assigned accounts (the right box). Click the “Save” link at the bottom of the page.

-Editing communication preferences. Select the “My Profile” icon at the top right corner of the
page. In the “Communication Preferences” tab on the “User Editor” page that appears, update
the desired information in the designated fields. Click the “Save” link at the bottom of the page.

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Accounts
-Creating accounts.
-Copying accounts.
-Editing accounts.
-Exporting and importing accounts.
-Creating account relationships.
-Deactivating accounts.
-Reactivating accounts.
-Searching for existing accounts.
-Viewing accounts in a relationship tree format.

-Creating accounts. Navigate to the “Accounts” tile on the landing page. On the “Account
Search” page that appears, select the “Create” link (located to the right of the search bar). Input
the required information (Account Name, Business Line, Country and Address) into the
appropriate fields. The “Phone,” “Comments,” “Parent Account,” and “Stakeholders” fields are
optional. To designate the new account as a subsidiary to an existing account, enter a relevant
search item into the “Parent Account” field, and select an existing account from the search
results that appear. Account stakeholders may be added at the bottom of the form. Click the
“Add Additional Stakeholders” link in order to activate the drop-down menu. Select a user from
the list. If needed, the “Remove” feature can be used to edit the list of Stakeholders. Once all
desired information has been inputted, verify that the “Active” box above the “Account Name”
field is checked, and then click the “Save” link at the bottom of the page. Note: accounts can
also be created using the export / import feature (not available on mobile phones or tablets).
Refer to Exporting and importing accounts.

Return to Table of Contents


Return to Table of Contents
-Copying accounts. Navigate to the “Accounts” tile on the landing page. On the “Account
Search” page that appears, utilize the search bar to identify the existing account that you wish to
copy. Note: the “search help” link offers guidance on maximizing search effectiveness. Select
the desired account. On the bottom of the “Account Editor” page that appears, click the “Copy”
link. In the designated field, enter a unique name for the new account, and update any
information as necessary. Verify that the “Active” box above the “Account Name” field is
checked, and then click the “Save” link at the bottom of the page. Note: accounts can also be
copied using the export / import feature (not available on mobile phones or tablets). Refer to
Exporting and importing accounts.

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-Editing accounts. Navigate to the “Accounts” tile on the landing page. On the “Account
Search” page that appears, utilize the search bar to identify the existing account that you wish to
edit. Note: the “search help” link offers guidance on maximizing search effectiveness. Select
the desired account. On the “Account Editor” page that appears, update any information that is
no longer accurate. Verify that the “Active” box above the “Account Name” field is checked, and
then click the “Save” link at the bottom of the page. Note: accounts can also be edited using the
export / import feature (not available on mobile phones or tablets). Refer to Exporting and
importing accounts.

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-Exporting and importing accounts. Note: this feature is not available on mobile devices or
tablets. Navigate to the “Accounts” tile on the landing page. Utilize the search bar to isolate the
accounts that you wish to export. The “search help” link offers guidance on maximizing search
effectiveness. Click on the “Export” tile (located to the right of the search bar). In the pop-up
window that appears, select the “Export Current Search Results” link. The Excel file will
automatically download. The column headers in row 1 identify the field of information in each

Return to Table of Contents


column. Only valid inputs into the cells can be imported back into the system. To access the
data input key for each of the cells, click on the “Import” tile (to the right of the search bar) on
the “Account Search” page. The “import help” link provides a thorough guide for data entry.
Save the Excel workbook as a “.csv” file type after data entry is completed. Return to the
“Account Search” page, and click on the “Import” tile. Browse for the file using the “Choose
Files” option. Once the file has been selected, click on the “Upload” link. The status bar will
indicate the upload progress. Verify that the import was successful. Unsuccessful uploads can
be troubleshot by clicking the “Upload Report” file name in blue.

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-Creating account relationships. Navigate to the “Account Editor” page of the appropriate
account (refer to Creating accounts and Editing accounts for relevant guidance on new and
existing accounts, respectively). To designate the account as a subsidiary to an existing parent
account, enter a relevant search item into the “Parent Account” field, and select an existing
account from the search results that appear. Note: a maximum of six recursive levels of
parents / subaccounts can be created.

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-Deactivating accounts. Navigate to the “Accounts” tile on the landing page. On the “Account
Search” page that appears, utilize the search bar to identify the existing account that you wish to
deactivate. Note: the “search help” link offers guidance on maximizing search effectiveness.
Select the desired account. In the “Details” tab on the “Account Editor” page that appears,
locate the “Active” status box. Select the box to remove the check mark, and then click the
“Save” link at the bottom of the page. Return to the landing page, and navigate to the
“Accounts” tile. On the “Account Search” page that appears, locate the “Show Active Only”
status box below the search field. Select the box to remove the check mark. Utilize the search
bar to identify the deactivated account. Verify that the account is displayed in a gray font color
(active accounts are displayed in a blue font color).

Return to Table of Contents


-Reactivating accounts. Navigate to the “Accounts” tile on the landing page. On the “Account
Search” page that appears, locate the “Show Active Only” status box below the search field.
Select the box to remove the check mark. Utilize the search bar to identify the deactivated
account. Note: the “search help” link offers guidance on maximizing search effectiveness.
Select the desired account. In the “Details” tab on the “Account Editor” page that appears,
locate the “Active” status box. Select the box to apply the check mark, and then click the “Save”
link at the bottom of the page.

-Searching for existing accounts. Navigate to the “Accounts” tile on the landing page. On the
“Account Search” page that appears, utilize the search bar to identify all of the accounts that
match the entered search criteria. Note: the “search help” link offers guidance on maximizing
search effectiveness.

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-Viewing accounts in a relationship tree format. Navigate to the “Accounts” tile on the landing
page. On the “Account Search” page that appears, click on the “Tree” link (located to the right
of the search box). The “Account Relationships” page will appear. Each indention indicates a
parent / subaccount relationship between any two adjacent accounts. The search bar can be
utilized to identify the specific tree to which an account belongs.

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Users
-Creating new users.
-Editing users.
-Copying users.
-Exporting and importing users.
-Deactivating users.
-Reactivating users.
-Searching for existing users.
-Resetting a user’s password.

-Creating new users. Navigate to the “Users” tile on the landing page. On the “User Search”
page that appears, select the “Create” link (located to the right of the search bar). In the “User”
tab on the “User Editor” page, input the required information (full name, email address, and
primary phone number) into the appropriate fields, and verify that the “Active” box above the
“Full Name” field is checked. The “Company,” “Country,” and “Address” fields are optional. In
the “Accounts” tab, utilize the search bar to identify the desired account(s) to add to the new
user’s profile. Note: the “search help” link offers guidance on maximizing search effectiveness.
Select at least one account from the search results by clicking the “Add” link next to the account
name. If the selected account is a parent account, a pop-up window entitled “Account
Relationships” will appear. If necessary, uncheck any of the subsidiary accounts. Click the
“Save” link, and verify that the “Assigned Accounts” box now contains the account(s) that you
selected. If needed, the “Remove” feature can be used to decrease the number of assigned
accounts. In the “Security” tab, select at least one role from the list of available roles by clicking
the “Add” link next to the desired role(s). If needed, the “Remove” feature can be used to
decrease the number of assigned roles. Once all desired information has been inputted, click
the “Save” link at the bottom of the page. Note: users can also be created using the export /
import feature (not available on mobile phones or tablets). Refer to Exporting and importing
users.

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-Editing users. Navigate to the “Users” tile on the landing page. On the “User Search” page
that appears, use the drop-down menu to select the account with which the user is associated.
Utilize the search bar to locate the desired user. Note: the “search help” link offers guidance on
maximizing search effectiveness. Select the user from the search results to access the “User
Editor” page. Update any information that is no longer correct in the designated categories
within the various tabs. Verify that the “Active” box at the top of the page is checked, and then
click the “Save” link at the bottom of the page. Note: users can also be edited using the export /
import feature (not available on mobile phones or tablets). Refer to Exporting and importing
users.

Return to Table of Contents


Return to Table of Contents
-Copying users. Navigate to the “Users” tile on the landing page. On the “User Search” page
that appears, use the drop-down menu to select the account with which the user is associated.
Utilize the search bar to locate the desired user. Note: the “search help” link offers guidance on
maximizing search effectiveness. Select the user from the search results. Select the “Copy”
link at the bottom of the “User Editor” page that appears. On the “User Copy” page that
appears, assign a full name and email address for the new user. Update any additional
information that is no longer accurate in the designated categories within the various tabs, and
verify that the “Active” box at the top of the page is checked. Click the “Save” link at the bottom
of the page once all desired information has been inputted. Note: users can also be copied
using the export / import feature (not available on mobile phones or tablets). Refer to Exporting
and importing users.

Return to Table of Contents


Return to Table of Contents
Return to Table of Contents
-Exporting and importing users. Note: this feature is not available on mobile devices or tablets.
Navigate to the “Users” tile on the landing page. On the “User Search” page that appears, use
the drop-down menu to select the account containing the desired users. If necessary, utilize the
search bar to isolate the specific users that will be exported. Note: the “search help” link offers
guidance on maximizing search effectiveness. Click on the “Export” tile (to the right of the
search bar). In the pop-up window that appears, select the “Export Current Search Results” link

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to download a spreadsheet with the users’ information (best option for editing), or select the
“Download a Blank Template” link (best option for manually creating new users). The Excel file
will automatically download. The column headers in row 1 identify the field of information in
each column. Only valid inputs into the cells can be imported back into the system. To access
the data input key for each of the cells, click on the “Import” tile (to the right of the search bar)
on the “User Search” page. The “import help” link provides a thorough guide for data entry.
Save the Excel workbook as a “.csv” file type after data entry is completed. Return to the “User
Search” page, and click on the “Import” tile. Browse for the file using the “Choose Files” option.
Once the file has been selected, click on the “Upload” link. The status bar will indicate the
upload progress. Verify that the import was successful. Unsuccessful uploads can be
troubleshot by clicking the “Upload Report” file name in blue.

Return to Table of Contents


Return to Table of Contents
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- User Status Summary. Below summarizes the statuses for a user.

-Deactivating users. Navigate to the “User Editor” page of the desired user (refer to Editing
users for relevant guidance if necessary). In the “User” tab, locate the “Active” status box at the
top of the page. Select the box to remove the check mark, and then click the “Save” link at the
bottom of the page. Return to the landing page, and navigate to the “Users” tile. On the “User
Search” page that appears, locate the “Show Active Only” status box below the search field.
Select the box to remove the check mark. Utilize the search bar to isolate the deactivated user,
and verify that the user is displayed in a gray font color (active users are displayed in a blue font
color).

Return to Table of Contents


-Reactivating users. Navigate to the “User Editor” page of the desired user (refer to Editing
users for relevant guidance if necessary). In the “User” tab, locate the “Active” status box at the
top of the page. Select the box to reapply the check mark, and then click the “Save” link at the
bottom of the page. Return to the landing page, and navigate to the “Users” tile. On the “User
Search” page that appears, locate the “Show Active Only” status box below the search field.
Select the box to reapply the check mark. Utilize the search bar to isolate the reactivated user,
and verify that the user is no longer displayed in a gray font color (active users are displayed in
a blue font color).

Return to Table of Contents


-Searching for existing users. Navigate to the “Users” tile on the landing page. On the “User
Search” page that appears, utilize the search bar to identify all of the users that match the
entered search criteria. Searches may be performed specifically within a single account or
broadly within all accessible accounts. Note: the “search help” link offers guidance on
maximizing search effectiveness.

Return to Table of Contents


-Resetting a user’s password. Navigate to the “User Edit” page of the desired user (refer to
Editing users for relevant guidance if necessary). Select the “Reset Password” link at the
bottom of the page, and confirm the request in the dialogue box that appears. Verify that the
“Reset Password” link is replaced with a “Password Sent” tile.

Assets
-Creating assets.
-Editing assets.

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-Copying assets.
-Exporting and importing assets.
-Deactivating assets.
-Reactivating assets.
-Searching for existing assets.

-Creating assets. Navigate to the “Assets” tile on the landing page. On the “Asset Search”
page that appears, use the drop-down menu to select the account to which the asset will
belong, and then click the “Create” link (located to the right of the search bar). In the pop-up
window that appears, use the drop-down menu to select the most appropriate Asset Class
before clicking the “Next” link. In the “Details” tab on the “Asset Editor” page that appears, verify
that the auto-populated information fields (“Account” and “Asset Class”) are correct. Use the
“Asset Description” field to enter a unique identifying name for the new asset. Note: this
description will be the name that appears in future asset searches. Locate the “Attributes”
section at the bottom of the page, and use the drop-down menu to select the asset lubricant
currently in service. Input the remaining equipment specifications when relevant (each asset
class requires a different template of information). Once all desired information has been
inputted, verify that the “Active” box at the top of the page is checked, and then click the “Save”
link at the bottom of the page. Note: assets can also be created using the export / import
feature (not available on mobile phones or tablets). Refer to Exporting and importing assets.

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Return to Table of Contents
Return to Table of Contents
-Editing assets. Navigate to the “Assets” tile on the landing page. On the “Asset Search” page
that appears, use the drop-down menu to select the account to which the asset belongs. Utilize
the search bar to locate the desired asset. Note: the “search help” link offers guidance on
maximizing search effectiveness. Select the asset from the search results by clicking either the
asset name or the small “Details” link (located directly below the Asset ID). For the latter
instance, select the “Edit” tile at the top of “Asset Details” page that appears. If instead the
asset name is selected, click on the “Edit” link in the pop-up window that appears. Once all
desired information has been updated on the subsequent “Asset Editor” page, verify that the
“Active” box at the top of the page is checked, and then click the “Save” link at the bottom of the
page. Note: assets can also be edited using the export / import feature (not available on mobile
phones or tablets). Refer to Exporting and importing assets.

Return to Table of Contents


Return to Table of Contents
Return to Table of Contents
Return to Table of Contents
-Copying assets. Navigate to the “Assets” tile on the landing page. On the “Asset Search” page
that appears, use the drop-down menu to select the account to which the asset belongs. Utilize
the search bar to locate the desired asset. Note: the “search help” link offers guidance on
maximizing search effectiveness. Select the asset from the search results by clicking either the
asset name or the small “Details” link (located directly below the Asset ID). For the latter
instance, select the “Edit” tile at the top of “Asset Details” page that appears. Select the “Copy”
link at the bottom of the “Asset Editor” page that appears. If instead the asset name is selected
on the “Asset Search” page, simply click on the “Copy” link in the pop-up window that appears.
Either of the aforementioned routes will access the “Asset Editor” page. On the “Asset Editor”
page, enter a unique name for the copied asset using the “Asset Description” field, and update
any information that is no longer accurate for the new asset. Verify that the “Active” box at the
top of the page is checked, and then click the “Save” link at the bottom of the page. Note:
assets can also be copied and edited using the export / import feature (not available on mobile
phones or tablets). Refer to Exporting and importing assets.

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Return to Table of Contents
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-Exporting and importing assets. Note: this feature is not available on mobile devices or tablets.
Navigate to the “Assets” tile on the landing page. On the “Asset Search” page that appears, use
the drop-down menu to select the account containing the desired assets. If necessary, utilize
the search bar to isolate the specific assets that will be exported. Note: the “search help” link
offers guidance on maximizing search effectiveness. Click on the “Export” tile (to the right of the
search bar). In the pop-up window that appears, use the drop-down menu to specify the Asset
Class to which the desired assets belong. Select the “Export Asset Class” link to download a
spreadsheet with the assets’ information (best option for editing), or select the “Download a
Blank Template” link (best option for manually creating new assets). The Excel file will

Return to Table of Contents


automatically download. The column headers in row 1 identify the field of information in each
column. Only valid inputs into the cells can be imported back into the system. To access the
data input key for each of the cells, click on the “Import” tile (to the right of the search bar) on
the “Asset Search” page. The “import help” link provides a thorough guide for data entry. Save
the Excel workbook as a “.csv” file type after data entry is completed. Return to the “Asset
Search” page, and click on the “Import” tile. Browse for the file using the “Choose Files” option.
Once the file has been selected, click on the “Upload” link. The status bar will indicate the
upload progress. Verify that the import was successful. Unsuccessful uploads can be
troubleshot by clicking the “Upload Report” file name in blue.

Return to Table of Contents


Return to Table of Contents
-Deactivating assets. Navigate to the “Asset Editor” page of the desired asset (refer to Editing
assets for relevant guidance if necessary). In the “Details” tab, locate the “Active” status box at
the top of the page. Select the box to remove the check mark, and then click the “Save” link at
the bottom of the page. Return to the landing page, and navigate to the “Assets” tile. On the
“Asset Search” page that appears, locate the “Show Active Only” status box below the search
field. Select the box to remove the check mark. Utilize the search bar to isolate the deactivated

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account, and verify that the account is displayed in a gray font color (active accounts are
displayed in a blue font color).

-Reactivating assets. Navigate to the “Asset Editor” page of the desired asset (refer to Editing
assets for relevant guidance if necessary). In the “Details” tab, locate the “Active” status box at
the top of the page. Select the box to reapply the check mark, and then click the “Save” link at
the bottom of the page. Return to the landing page, and navigate to the “Assets” tile. On the
“Asset Search” page that appears, locate the “Show Active Only” status box below the search
field. Select the box to reapply the check mark. Utilize the search bar to isolate the reactivated
account, and verify that the account is no longer displayed in a gray font color (active accounts
are displayed in a blue font color).

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-Searching for existing assets. Navigate to the “Assets” tile on the landing page. On the “Asset
Search” page that appears, utilize the search bar to identify all of the assets that match the
entered search criteria. Searches may be performed specifically within a single account or
broadly within all accessible accounts. Note: the “search help” link offers guidance on
maximizing search effectiveness.

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Sample Registration
-Scanning a bottle to initiate sample registration.
-Scanning an asset to initiate sample registration.
-Manually registering a sample online.
-Registering a sample in the offline workflow.

-Scanning a bottle to initiate sample registration. Navigate to the “QR Code Scanner” tile on the
landing page. On the “QR Code Scanner” page that appears, choose to scan using a webcam
or a scanner. Note: Internet Explorer web browsers do not support the “webcam” option. When
using a webcam, use the viewing window as a guide to ensure that the entire QR code is visible
to the scanner. The system will automatically scan the code, and the “Asset Search” page will
appear following a successful scan. Use the drop-down menu to select the account to which
the asset belongs. Utilize the search bar to locate the desired asset. Note: the “search help”
link offers guidance on maximizing search effectiveness. Select the asset from the search
results by clicking either the asset name or the small “Details” link (located directly below the
Asset ID). If the “Details” link is selected, the “Asset Details” page will appear. In the
“Overview” tab, click on the “In Service Oil Sample” link at the bottom of page. If instead the
asset name is selected on the “Asset Search” page, click on the “In Service Oil Sample” link in
the pop-up window that appears. On the asset-titled page that appears, use the drop-down
menus and manual entry fields to document details about the oil sample. In the “Bottle ID” field,
manually enter the alphanumeric bottle code (i.e. aXXX XXX XXX or bXXX XXX XXX) that is
located below the QR code on the bottle. Verify that all of the information was entered correctly,
and then click the “Save” link at the bottom of the page to submit the sample. Note: users with
Apple brand handheld devices must use the Sample Scan app instead of directly using the QR
Code Scanner.

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Return to Table of Contents
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Return to Table of Contents
-Scanning an asset to initiate sample registration. Navigate to the “QR Code Scanner” tile on
the landing page. On the “QR Code Scanner” page that appears, choose to scan using a
webcam or a scanner. Note: Internet Explorer web browsers do not support the “webcam”
option. When using a webcam, use the viewing window as a guide to ensure that the entire QR
code is visible to the scanner. The system will automatically scan the code, and the “Asset
Details” page will appear following a successful scan. In the “Overview” tab, select the “In
Service Oil Sample” link located at the bottom of the page. On the asset-titled page that
appears, use the drop-down menus and manual entry fields to document details about the oil
sample. In the “Bottle ID” field, either manually enter the alphanumeric bottle code (i.e. aXXX
XXX XXX or bXXX XXX XXX), or select the “scan” link to scan the bottle’s QR code. Verify that
all of the information was entered correctly, and then click the “Save” link at the bottom of the
page to submit the sample. Note: users with Apple brand handheld devices must use the
Sample Scan app instead of directly using the QR Code Scanner.

Return to Table of Contents


Return to Table of Contents
-Manually registering a sample online. Navigate to the “Assets” tile on the landing page. On the
“Asset Search” page that appears, use the drop-down menu to select the account to which the
asset belongs. Utilize the search bar to locate the desired asset. Note: the “search help” link
offers guidance on maximizing search effectiveness. Select the asset from the search results
by clicking either the asset name or the small “Details” link (located directly below the Asset ID).
If the “Details” link is selected, the “Asset Details” page will appear. In the “Overview” tab, click
on the “In Service Oil Sample” link at the bottom of page. If instead the asset name is selected
on the “Asset Search” page, click on the “In Service Oil Sample” link in the pop-up window that
appears. On the asset-titled page that appears, use the drop-down menus and manual entry
fields to document details about the oil sample. In the “Bottle ID” field, manually enter the
alphanumeric sequence listed below the QR code on the bottle. Verify that all of the information
is correct, and then click the “Save” link at the bottom of the page to submit the sample.

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-Registering a sample in the offline workflow. Navigate to the “My Work” tile on the landing
page. On the “My Work Queues” page that appears, utilize the drop-down menu in the “Work
Queue” field to select the desired workflow. Select the “In Service Oil Sample” link in the
“Workflow” column of the work queue details table (located below the search bar). Note:
Internet access is not required for the subsequent steps. On the asset-titled page that appears,
use the drop-down menus and manual entry fields to document details about the oil sample. In
the “Bottle ID” field, either manually enter the alphanumeric sequence listed below the QR code
on the bottle, or scan the bottle’s QR code. Verify that all of the information is correct, and then
click the “Save” link at the bottom of the page to submit the sample. The browser will redirect to
the default “Cannot Display this Page” webpage, but the device will continue to save the sample
data until the information are synced with the server after Internet access is restored. Scanning
a new bottle or a different asset QR code will redirect the page and allow the user to continue
collecting and saving samples. The data will automatically sync with the server whenever the
user returns to Internet access and logs-in to the system. If the user does not complete the
logout and login sequence following offline sampling, the data can be manually synced by
clicking the “Sync” tile on the “My Work Queues” page. To modify the accounts available in this
view, see Configuring Offline Work Queues.

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Analytics
-Creating analytics grouped by account.
-Creating analytics grouped by asset class.
-Editing analytics.
-Displaying analytics on the dashboard.

-Creating analytics grouped by account. Navigate to the “Analytics” tile on the landing page.
On the “Analytics” page that appears, select the “Create” link (located directly to the right of the
search bar) to access the “Analytics” page. Use the “Report Title” and “Description” fields to
assign a name to the new analytic. Use the various fields within the “Appearance” side tab to
format the new chart. The “Chart Type” can be modified using the designated drop-down menu,
and the graph dimensions can be adjusted in the “Width” and “Height” fields. Axis labels and
the number of gridlines can also be specified in the appropriate fields. In the “Filter” side tab,
locate the desired account using the “Account(s)” drop-down menu. Within the “Data” side tab,
specify the time frame, the desired workflow (i.e. In Service Oil Sample or Sample Results), and
the specific workflow field in the corresponding labeled fields. Use the “Grouping” side tab to
specify the data grouping and aggregation. Once all desired information has been specified,
verify that the “Active” box at the top of the page is checked, and then select the “Save” tile at
the bottom of the page.

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-Creating analytics grouped by asset class. Navigate to the “Analytics” tile on the landing page.
On the “Analytics” page that appears, select the “Create” link (located directly to the right of the
search bar) to access the “Analytics” page. Use the “Report Title” and “Description” fields to
assign a name to the new analytic. Use the various fields within the “Appearance” side tab to
format the new chart. The “Chart Type” can be modified using the designated drop-down menu,
and the graph dimensions can be adjusted in the “Width” and “Height” fields. Axis labels and
the number of gridlines can also be specified in the appropriate fields. In the “Filter” side tab,
locate the desired asset class using the “Asset Class” drop-down menu. Within the “Data” side
tab, specify the time frame, the desired workflow (i.e. In Service Oil Sample or Sample Results),
and the specific workflow field in the corresponding labeled fields. Use the “Grouping” side tab
to specify the data grouping and aggregation. Once all desired information has been specified,
verify that the “Active” box at the top of the page is checked, and then select the “Save” tile at
the bottom of the page.

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-Editing analytics. Navigate to the “Analytics” tile on the landing page. On the “Analytics” page
that appears, use the search bar to locate the existing analytic. Select the analytic from the
search results in order to access the “Analytics” page. Update any information that is no longer
valid, and then select the “Save” tile at the bottom of the page.

-Displaying analytics on the dashboard. Navigate to the small section of icons next to the user
name at the top, right corner of the landing page, and select the four-quadrant tile. In the pop-
up window that appears, click the “Analytics” link. The default Analytics widget will appear on
the dash. Click the “Configure” icon in order to select the desired Analytics report from the drop-
down menu. Select the “Save” link to finalize the widget configuration. Verify that the correct
chart appears on the dashboard.

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Reports
-Viewing new sample reports.
-Viewing historic sample reports.

-Viewing new sample reports. Navigate to the “Assets” tile on the landing page. On the “Asset
Search” page that appears, use the drop-down menu to select the account to which the
sampled asset belongs. Utilize the search bar to locate the desired asset. Note: the “search
help” link offers guidance on maximizing search effectiveness. Access the “Asset Details” page
by either 1) selecting the asset name in the search results and then clicking the “Details” tab in
the pop-up box that appears, or by 2) clicking the “Details” link below the desired asset in the
search results. On the “Asset Details” page that appears, open the “Work History” tab. Click on
the “Report” link (the right-most item in each row) corresponding to the desired asset(s) in order
to access the sample report(s). Note: reports can also be accessed via the link provided in the
notification email and / or the system’s messaging tool.

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-Viewing historic sample reports. Navigate to the “Reports” tile on the landing page. On the
“Report” page that appears, specify the search criteria in the designated fields. The search
results will not appear until the “Refresh” tile is selected. The results should be refreshed
following each change made to the search criteria. Click the “Report” link in the row
corresponding to the desired search result in order to access that particular sample report.
Note: The specified search settings will persist on return access to the “Reports” Tile.

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Sample Results Export Tile
-Scheduling sample results exports.
-Updating scheduled sample results exports.
-Exporting ad hoc sample results data.

-Scheduling sample results exports. Navigate to the “Export” tile on the landing page. On the
“Export” page that appears, select the “Email Report” checkbox and select the desired
frequency for the report to be emailed. Once both options have been selected, click “Save” to
schedule the result report to be sent as a .txt file to your inbox. Note: This export encompasses
all accounts the user has access to.

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-Updating scheduled sample results exports. Navigate to the “Export” tile on the landing page.
On the “Export” page that appears, update the desired frequency for the report to be emailed.
Click “Save” to update the scheduled sample result report to be sent as a .txt file to your inbox.
Note: This export encompasses all accounts the user has access to.

-Exporting ad hoc sample results data. Navigate to the “Export” tile on the landing page. In the
“View and Export Sample Results” section of the page, select a start and end date and time for
the results export. Click the “Refresh” button to preview the results. Click the “Export” button to
export these results to a .txt file. Note: This export encompasses all accounts the user has
access to.

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Labels
-Creating labels.
-Editing labels.
-Copying labels.
-Printing labels.

-Creating labels. Navigate to the “Sample Labels” tile on the landing page. Note: To create
Asset Labels follow the same instructions, but navigate to the “Asset Labels” tile on the landing
page. On the “Label Templates” page that appears, use the drop-down menu to select the
desired account. Click on the “Create” link at the top of the page. On the “Label Template
Create” page that appears, enter a unique name for the label template in the “Label Template
Name” field. Use the “Select Print Template” to select the correct label stock. Utilize the asset
search bar to locate the asset(s) for which the label(s) is/are being created. In the “Search
Results” box, select the desired asset(s). Each time an asset is selected, it will appear in the
layout box (located to the right of the search results box). Use the cursor to remove or adjust
the order of the labels if necessary. Use the “Add All” button to add all assets in the “Search
Results” box, and use the “Remove All” button to remove all labels from the layout template.
Utilize the “Add Page” button to add an additional page to the label template. Once the label

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template layout is as desired, click the “Save” link at the bottom of the page to finalize the
template.

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-Editing labels. Navigate to the “Sample Labels” tile on the landing page. Note: To edit Asset
Labels follow the same instructions, but navigate to the “Asset Labels” tile on the landing page.
On the “Label Templates” page that appears, use the drop-down menu to select the desired
account. Utilize the search bar to identify the desired template for editing, and select the
template from the search results. On the “Label Template Edit” page that appears, update any
information as necessary. Click the “Save” link at the bottom of the page to finalize the
template.

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-Copying labels. Navigate to the “Sample Labels” tile on the landing page. Note: To copy Asset
Labels follow the same instructions, but navigate to the “Asset Labels” tile on the landing page.
On the “Label Templates” page that appears, use the drop-down menu to select the desired

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account. Utilize the search bar to identify the desired template for editing, and select the
template from the search results. On the “Label Template Edit” page that appears, click on the
“Copy” link at the bottom of the page. On the “Label Template Copy” page that appears, update
the desired information. Enter a unique template name in the “Label Template Name” field, and
then click on the “Save” link at the bottom of the page.

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-Printing labels. Navigate to the “Sample Labels” tile on the landing page. Note: To print Asset
Labels follow the same instructions, but navigate to the “Asset Labels” tile on the landing page.
On the “Label Templates” page that appears, use the drop-down menu to select the desired
account. Utilize the search bar to identify the desired template for printing, and select the
template from the search results. On the “Label Template Edit” page that appears, click the
“Print” tile after verifying that all of the information is correct.

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Stakeholders
-Assigning account stakeholders.
-Messaging account stakeholders.

-Assigning account stakeholders. Navigate to the “Accounts” tile on the Dashboard. On the
“Account Search” page that appears, utilize the search bar to locate the desired account. Note:
the “search help” link offers guidance on maximizing search effectiveness. Select the desired
account from the search results. At the bottom of the “Account Edit” page that appears, click
the “Add Additional Stakeholders” link in order to activate the drop-down menu. Specify a user
role, and select a user from the drop-down list. If needed, the “Remove” feature can be used to
edit the list of Stakeholders. Click the “Save” link at the bottom of the page once all account
stakeholders have been added. Note: based on your user role - account stakeholders can
assigned to accounts using the export / import feature (not available on mobile phones or
tablets). Refer to Exporting and importing accounts.

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 Primary Contact – designate the customer contact for the account
 Secondary Contact - designate a backup customer contact for the account
 Kit Request – designate a customer contact to inquire about sampling kit

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-Messaging account stakeholders. Navigate to the “Accounts” tile on the landing page. On the
“Account Search” page that appears, utilize the search bar to identify the desired account.
Note: the “search help” link offers guidance on maximizing search effectiveness. Identify the
desired account from the search results, and click the hyperlinked stakeholder name. Compose
the message within the “Message Details” page that appears. Utilize the check box labeled
“Important Message/Alert” to assign a priority to the message. Submit the message for delivery
by clicking the “Send” link at the bottom of the page.

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Work
-Configuring offline work queues.
-Assigning the offline worker role to a user.

-Configuring offline work queues. Navigate to the “My Work” tile on the landing page. On the
“My Work Queues” page that appears, select the “Config” button to configure the samples that
should be included in the offline work queue. In the “Sync Preferences” box, select the work
queues for the accounts requiring offline sampling. Note: Only accounts that require offline
sampling should be selected. More samples in the offline work queue could result in slower
system speed due to the downloading of more data for offline sampling. Once the desired
selections have been made, click the “Save & Sync” button to save the changes. If the work
queues are not shown in the list at the bottom of the page, logout and log back in to see the
changes made.

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-Assigning the offline worker role to a user. Navigate to the “User Edit” page of the desired user
(refer to Editing users for relevant guidance if necessary). In the “Security Profile” tab, locate
the “Available Roles” box on the left side of the page. Utilize the “Add” arrow next to the “Offline
Worker” role in order to assign this role to the user. Verify that the “Offline Worker” role appears
in the “Assigned Roles” box, and then click the “Save” link at the bottom of the page. Note:
activating the “Offline Worker” role to a user will automatically assign every account associated
with the user to that user’s single offline workflow. This approach may be undesirable for
accounts that contain an extensive number and / or variety of assets. Refer to Configuring
offline work queues for guidance on configuring specific work queues for offline sampling.

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Sample Kits
-Requesting sample kits.
-Assigning account ERP information.
-Ordering sample kits.

-Requesting sample kits. Users who are unauthorized to directly order sample kits can request
sample kits by contacting their ExxonMobil or distributor representative. Navigate to the
“Accounts” tile on the landing page. On the “Account Search” page that appears, utilize the
search bar to identify the existing account for which the sample kits will be ordered. Note: the
“search help” link offers guidance on maximizing search effectiveness. Select the most
appropriate account stakeholder (listed on the last line of each search result) in order to initiate
the messaging tool. External emails and phone calls provide additional means by which users
can request kits from their representative.

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-Assigning account ERP information. Note: ERP data must be assigned to an account in order
to qualify that account as a shipping recipient option for ordered sample kits. Navigate to the
“Accounts” tile on the landing page. On the “Account Search” page that appears, utilize the
search bar to identify the existing account that you wish to edit. Note: the “search help” link
offers guidance on maximizing search effectiveness. Select the desired account. In the “ERP
Information” tab on the “Account Editor” page that appears, input the correct information into the
designated fields. The ERP Ship-to-Number is a unique 10-digit numerical code assigned to the
account. Click the “Save” link at the bottom of the page.

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-Ordering sample kits. Navigate to the “Kit Order” tile on the landing page. On the “Store” page
that appears, select the desired account from the designated drop-down menu, and ensure that
the auto-populated shipping information is correct. Note: only accounts that have assigned
ERP information will be listed in the drop-down menu. Specify the desired quantity of each
analysis kit using the designated field. Click the “Review Order” tile at the bottom of the page.
On the “Order Summary” pop-up window that appears, verify the order details, and then click
the “Submit Order” tile to finalize the request.

Summary of Order status


Order Status Description
Pending Order submitted – User may update
order while in pending status (30-60
minutes after submitting)
Processing Order prepared for shipment
Shipped Order has been shipped
Delivered Order delivered per carrier notification
Completed Order completed
Cancelled Order unfulfilled

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