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CompacOnline User Guide

Version 1.0.0

Conditions of Use

Card Reports

Conditions of Use


Read this manual completely before working on, or
making adjustments to, the Compac equipment



Along with any warnings, instructions, and
procedures in this manual, you should also observe
any other common sense procedures that are
generally applicable to equipment of this type.



Failure to comply with any warnings, instructions,
procedures may result in equipment damage, or
poor performance of the Compac equipment



Compac Industries Limited accepts no liability for
direct, indirect, incidental, special, or consequential
damages resulting from failure to follow any
warnings, instructions, and procedures in this
manual, or any other common sense procedures
generally applicable to equipment of this type. The
foregoing limitation extends to damages to person or
property caused by the equipment, or damages
resulting from the inability to use the equipment,
including loss of profits, loss of products, loss of
power supply, the cost of arranging an alternative
power supply, and loss of time, whether incurred by
the user or their employees, the installer, the
commissioner, a service technician, or any third
party.



Compac Industries Limited reserves the right to
change the specifications of its products or the
information in this manual without necessarily
notifying its users.



Variations in installation and operating conditions
may affect the performance of the equipment.
Compac Industries Limited has no control over each
installation's unique operating environment. Hence,
Compac
Industries
Limited
makes
no
representations or warranties concerning the
performance of the equipment under the actual
operating conditions prevailing at the installation. A
technical expert of your choosing should validate all
operating parameters for each application.

Compac Industries Ltd.

Page 2



Compac Industries Limited has made every effort
to explain all servicing procedures, warnings, and
safety precautions as clearly and completely as
possible. However, due to the range of operating
environments, it is not possible to anticipate every
issue that may arise. This manual is intended to
provide general guidance. For specific guidance
and technical support, contact your authorised
Compac supplier, using the contact details in the
product identification page.



Information in this manual shall not be deemed a
warranty, representation, or guarantee. For
warranty provisions applicable to the equipment
please refer to the warranty provided by the
supplier.



Unless otherwise noted, references to brand
names, product names, or trademarks constitute
the intellectual property of the owner thereof.
Subject to your right to use the equipment, Compac
does not convey any right, title, or interest in its
intellectual property, including and without
limitation, its patents, copyrights, and know-how.



Every effort has been made to ensure the accuracy
of this document. However, it may contain technical
inaccuracies or typographical errors. Compac
Industries Limited assumes no responsibility for
and disclaims all liability of such inaccuracies,
errors, or omissions in this publication.

www.compac.co.nz

Contents
Conditions of Use ............................................................................................................................................................. 2
Product Identification CompacOnline User Manual ....................................................................................................... v
Document Control Information ........................................................................................................................................ 6
New Features ..................................................................................................................................................................... 7
Overview of CompacOnline Design ................................................................................................................................. 8
CompacOnline Roles ...................................................................................................................................................... 10
Logging into CompacOnline .......................................................................................................................................... 11
Home Screen ................................................................................................................................................................... 12
Overview of Web Pages .................................................................................................................................................. 14
Settings Screen ............................................................................................................................................................... 17
Cards ................................................................................................................................................................................ 18
Card Reports.......................................................................................................................................................... 19
Events Screen ................................................................................................................................................................. 21
Export Options for Events Page .................................................................................................................................... 24
Exporting Events and Event Codes ............................................................................................................................... 25
Event Codes .................................................................................................................................................................... 28
Site Screen....................................................................................................................................................................... 30
Site Details Screen .......................................................................................................................................................... 30
Tanks Screen ................................................................................................................................................................... 33
Tank Reports ................................................................................................................................................................... 34
Tank Deliveries ...................................................................................................................................................... 34
Tank Inventory ....................................................................................................................................................... 36
Tank Reconciliation................................................................................................................................................ 38
Transactions Reports ..................................................................................................................................................... 40
Transactions Screen .............................................................................................................................................. 40
Transaction and Site Data Available for Selection ................................................................................................. 43
Export Options for Transactions Screen ................................................................................................................ 44
Transaction Totals ................................................................................................................................................. 46

iii

Conditions of Use

Card Reports

Change Price Schedule .................................................................................................................................................. 47
Additional Features ......................................................................................................................................................... 49
Glossary of Terms ........................................................................................................................................................... 50

Compac Industries Ltd.

Page iv

www.compac.co.nz

Product Identification CompacOnline User
Manual
Manual Title

CompacOnline User Manual

Publication Date

27/04/2011

Models Covered

CompacOnline Website Software OWS 1.0.3.6
CompacOnline Website Webservice Software WEW 1.0.3.2

Application

Online Administration of remote sites

Validity

Compac Industries Limited reserves the right to revise or change product
specifications at any time. This publication describes the state of the
CompacOnline software at the time of publication and may not reflect the
product at all times in the past or in the future.

Manufacturer Contact
Details

The CompacOnline software is designed by:
Compac Industries Limited
52 Walls Road, Penrose, Auckland 1061, New Zealand
P.O. Box 12-417, Penrose, Auckland 1641, New Zealand
Phone: + 64 9 579 2094
Fax: + 64 9 579 0635
www.compac.co.nz
Copyright ©2011 Compac Industries Limited, All Rights Reserved

Document Control Information

Card Reports

Document Control Information
Document Information and Revision History
Document Details

CompacOnline User Guide (Generic)

File Name and Location

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

Current Revision Author(s)

R Lacey

Authorised By:

R.Weir

Version Date
1.0.0

Author(s)

13/04/2011 R Lacey

Release Date:27/04/11

Revision Notes
Added document control information and software updates.

Distribution
Name

Compac Industries Ltd.

Indicator

Location

Page 6

www.compac.co.nz

New Features

Card Reports

New Features
The current version of the CompacOnline software has several changes
from the earlier software.
Transaction Reports & Transaction Exports
Export types can be chosen as either a Report (selected fields chosen) or a
fully customised Export.
Transaction reports screen also now shows a table containing all available
sites. Individual sites or groups of sites can be selected and reports or
exports can be generated for the selected sites.

Compac Industries Ltd.

Page 7

www.compac.co.nz

Overview of CompacOnline Design

Card Reports

Overview of CompacOnline Design

Compac Industries Ltd.

Page 8

www.compac.co.nz

Overview of CompacOnline Design

Card Reports

OPT

The Compac OPT (Outdoor Payment Terminal) is a pump authorisation
device for use on unmanned fuel dispensing sites. It can be remotely
monitored and updated via the CompacOnline software.

CompacOnline

CompacOnline is a remote reporting system that can provide updates of
events and transactions that have occurred on each site. Reports can be
produced for a wide variety of fields and presented in different formats.
The OPT informs CompacOnline whenever a card swipe takes place or
when specific alarms or errors occur.
A regular "Heartbeat" is sent to the OPT (usually every 5 minutes). This
interrogates the unit and uploads a report of all transactions and events or
alarms that may have occurred. At around midnight a "Snapshot" of pump
totals and tank levels are sent to the server.
CompacOnline also allows authorised users to update pricing remotely.
To all practicable measures, an unlimited amount of data storage is
available for the foreseeable future.

Software

Compac Industries Ltd.

CompacOnline software is a web based interface. Depending on the web
browser you are using, some of the screen shots shown may differ from
what appears on your screen. CompacOnline is currently compatible with
Firefox 3.0, Google Chrome, Internet Explorer 7 and Internet Explorer 8
running in "Compatibility Mode". If experiencing problems with functionality,
try a different browser or contact Compac for a list of supported browsers

Page 9

www.compac.co.nz

CompacOnline Roles

Card Reports

CompacOnline Roles
What each user can see and do is limited by the roles they are assigned
when their user profile is created in CompacOnline. The roles are:




Admin


View „user status‟ (i.e. users currently logged on)



Export reports on user activity

Cards


Administer fuel cards and user ID's



Generate reports in cards and transaction activity

Pricing




View and update pricing information

Status


View the current status summary of a selected site or all sites for
the country



View the detail of a selected site for the country

Tank


View details on either a selected tank or all tanks for all sites in the
country



Generate reports on tank deliveries, inventory and tank
reconciliation.

Transactions


Produce either a report/export of the following types:



Transactions gives details of transactions over the selected date
range for all sites or an individual site.



Transaction Totals give you the total amounts of fuel dispensed in
both $ and litres.



Reports are formatted to a .pdf or .xls file with selected fields
shown. Exports are generated as .csv, .xls, .pdf and HTML4 files.

These roles are combined as part of a user profile to provide a user with the
level of access they require to perform their business role.

Compac Industries Ltd.

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www.compac.co.nz

Logging into CompacOnline

Card Reports

Logging into CompacOnline

Website
The address for CompacOnline is: www.compaconline.com

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

Compac Industries Ltd.

Page 11

www.compac.co.nz

Home Screen

Card Reports

Password
Each new user will be assigned a unique temporary password and will be
prompted to change it (compulsory) when they log in for the first time.
All new passwords must conform to the following "Strong password" rules
(enforced within CompacOnline):


Passwords to contain both lowercase and UPPERCASE characters;



Passwords to contain at least one numeric digit;



Passwords to contain at least one special character (%, #, etc);



Passwords to be a minimum of 8 character positions



Passwords can only be changed once every 30 minutes

A password history of at least 14 passwords will be kept and users barred
from re-using a password from the history.
Users will be forced to renew their passwords at least once every 35 days.
If you enter the incorrect password more than five times, you will be locked
out from the site even if you subsequently enter the correct password.
Contact the Compac help desk for assistance.
If your password has expired, you will be directed to a page where you will
be asked to change your password before you can enter the CompacOnline
site. If you are unable to access this function, contact the Compac
helpdesk.

Home Screen

Left hand menu provides list of pages the user has access to. Depending
on your access status not all the functions shown may appear on your
Compac Industries Ltd.

Page 12

www.compac.co.nz

Home Screen

Card Reports
screen.
Main page has links to the Settings page to enable password changes and
to the latest version of the CompacOnline User Guide (this document).
A new feature is the reports menu. When you create a report you are redirected to this screen which will show you the reports that are ready for
viewing and the reports that are being processed.
All reports generated are removed from this screen after 24
hours whether viewed or not.

Compac Industries Ltd.

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www.compac.co.nz

Overview of Web Pages

Card Reports

Overview of Web Pages
Details of all the web pages available on CompacOnline are listed below.
Depending on access rights, you may not be able to access all these
pages.

Home / Reports
This is the first page people view after login in to CompacOnline.


Link to change password page



Link to this User Guide



Ready Reports: Lists of reports available for viewing or downloading



Pending Reports: Lists of reports that are being generated. Once a
report has finished generating it will appear in the Ready Reports list.
All reports are removed after 24 hours whether viewed or not.

Settings
The Settings page allows the user to change the information about them
stored in CompacOnline.


Change password



Change email address



Change cell phone number



Enter secret question and answer

Administrator
Recorded User Actions
The User Actions page allows users to view the actions of other users
online.


Administrator - View the last 10 user events (user login, price change)
in a table



Administrator - Generate a report with the user events (date time
selectable)

Card Reports
Reports can be generated on the usage of fuel cards. You can request:


Local Card Statements



Card Totals



Card Transactions



Local Card Totals



Local Card Transactions

Cards
Fuel cards can be administered from this page.


User ID's can be downloaded, edited and uploaded to the server.



Cards can be downloaded, edited and uploaded to the server.



Cards can be manually added or edited on screen.

Events

Compac Industries Ltd.

Page 14

www.compac.co.nz

Overview of Web Pages

Card Reports
The Events page allows a user to export the events that have happened on
site.


OPT Status - Export the site events (date time selectable)

Pricing
The Pricing page allows a user to change price schedules.


Pricing - Change the prices of the price schedules

Site
This page displays a quick status summary of the sites.


Site Name



Site Code



Site Status



Device Type



Tank Alarms

Site Details
The Site Details page is accessed from the Site page. It allows more site
status data to be displayed, including:


Site name



Site address



Date and time data was last transmitted from site (Heartbeat)



Printer status (OK, Paper Low, Printer Errors)



Power status (No Mains, Mains OK, Battery low)



OPT temperature (measured inside the unit)



Price schedule used for the site (Available to pricing role users only)



Tank gauging data



Table of the last 10 tank drops or deliveries



Table of the last 10 “non snapshot” site events



A link to a PDF copy of the Site Audit document



A link to photographs of the installation where available.

Tanks
The Tanks page allows an overview of tank gauging data to be displayed,
including:


Site name (or short form of site name)



Product



Tank number



Gross volume



Safe fill level



Ullage



Water height



Date and time last updated



Alarms (high level, low level, water level, old tank data)

This page provides summary information for all the tanks installed across
all sites for the country the user has access to, with relevant information
about each tank.

Compac Industries Ltd.

Page 15

www.compac.co.nz

Overview of Web Pages

Card Reports

Transaction Reports
The transactional data can be exported from this page.
Transactions - Export the transactions in a formatted report, or export the
raw data (date time selectable).
Transaction Totals - Export the transaction totals in a formatted report, or
export the raw data (date time selectable).

Compac Industries Ltd.

Page 16

www.compac.co.nz

Settings Screen

Card Reports

Settings Screen
The Settings page allows the user to change the information about them
stored in CompacOnline.

From the Settings page the user can:

Compac Industries Ltd.



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



Change their email address



Add or change their mobile phone number



Enter secret question and answer – This enables the user password to
be reset by the Administrator, without deleting the user Profile. The first
time this is used it will disappear from the screen.

Page 17

www.compac.co.nz

Cards

Card Reports

Cards

If you have access to the Cards function you can administer your card base
from here.
Cards: Generally most customers use only one card base but provision is
available to add multiple card bases. They can be selected from this menu.

Compac Industries Ltd.

Page 18

www.compac.co.nz

Cards

Card Reports
Current User ID File: Where user ID's are required (for example, a card is
assigned to a vehicle and but different drivers of the vehicle each have a
user ID. The file can be retrieved, edited, saved and then uploaded back to
the server.
The Current Card File is shown as a list which can be individually edited as
required. If administrating a large list, the filter fields above the card holder
list can be used to narrow down your search. You can also download the
whole file in CSV format for offline editing or you can upload a whole new
card file if required.
It is recommended that you do not delete cards as all
information in relation to the card will be lost. It is best to make the card
"Invalid" if you do not want it used in future.

Card Reports
Placing your mouse over the Card Reports menu will open a drop down
menu. Select the type of card report you wish to view from this list.

For example if you selected Local Card Transactions, the following window
will open.

Compac Industries Ltd.

Page 19

www.compac.co.nz

Cards

Card Reports

Fill in the ranges you wish to view and click export. The file will be
generated and will appear for viewing in the Home / Reports screen.

Compac Industries Ltd.

Page 20

www.compac.co.nz

Events Screen

Card Reports

Events Screen
Data can be exported from either the Events or Transactions screens.
This example is using the Events page, but the steps are similar for any
page that allows data to be exported.

1 Export Type
This is a drop box that allows the type of export you wish. There are two
options:
The Report option gives a formatted report. You cannot choose which
columns to add. Typical format types for this option are PDF and XLS.
The Export option gives you a plain report with only the data and column
names. It also allows you to choose which columns are added to the
report. A typical format type is CSV.
The Events page only allows the Export option.
2 Site

Compac Industries Ltd.

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Events Screen

Card Reports

Specifies which site to generate a report on. Includes an option for all sites.
3 Format
This selects which format you wish to export the data in. The options here
change depending on your option in the Export type (step 1).
4 Start Date, Start Time, End Date, End Time & Time Zone
The start and end dates and the time zone drop boxes limit the report
generated to a certain time period so that a local time based on the UTC
time can be selected & presented on the export.
If selecting a date and time zone that overlaps a daylight
saving time period, all times will be presented in the selected time zone with
no adjustment for NZDST
Defaults to UTC +12 Wellington New Zealand or UTC +13 for
NZDST.
5 Saved Lists:
This section is used for the export report option. Columns can be added to
the report here. This list can be saved to use again at a later date.

A
B
C

E
F

A
Any previous saved lists appear in this drop box. To load a saved
list, just select it from this drop box.
B
To delete any saved list, load it by selecting it in drop box A, then
click the delete saved list shown button.
C

Choose what table to select the columns from with this drop box.

This is where columns are selected.

To choose a column, highlight it with your mouse then click the
To move a column back, click the

Compac Industries Ltd.

Page 22

button.

www.compac.co.nz

Events Screen

Card Reports
The
and
columns list.

buttons are used to arrange the columns in the selected

The
button is used to select all the columns from the available columns
table on the left, and put them to the selected columns table on the right.
The
button is used to remove all the columns in the selected columns
table (table on the right).
E
Click this button to save the current selected columns under the
name entered in text box F.
F

Enter in the name you wish to call the saved list.

6 This is a page specific option. It allows the user to limit the types of
events that they see.
7 Press this button to generate the report.

Compac Industries Ltd.

Page 23

www.compac.co.nz

Export Options for Events Page

Card Reports

Export Options for Events Page
There are some specific options available on each of the Events and
Transactions screens that enable users to make additional selections
based on the particular data they are reviewing.

Events
At the bottom of the Events page there are four check boxes that allow
events relevant to the option selected to be included in the report. If the
box is checked, a range of events will appear in the exported report.
For instance, the Site check box includes events like Receipt Printer Out Of
Paper. An example of a Pump option is Pump Offline/Online and Snapshot
Pump Total. The Tank option includes Tank Level Low and Snapshot Tank
Level. The Price check box will add the Price Change event into the report.

If you are unsure what columns to select to export data using the events
page, select Date Time from the Events table and Name from the Event
Types table. These two columns are a good starting point as they are
always used. Most of the other columns are only used for certain events.
Specific Data Elements Available for Selection:
Events
Event Type Code

Tank Water

Date / Time

Tank Temperature

Pump

Pump Status

Pump Amount - $$

Tank Status

Pump Quantity - L

Pump Price- $/L

Tank - #

PIN Pad Status

Tank Volume – Gross
Types
Event Group

Name

Sites
Site Name

Device ID

Printer Status

Address

Last Status

PIN Pad Status

Power Status

Time Zone

Temperature

Compac Industries Ltd.

Page 24

www.compac.co.nz

Exporting Events and Event Codes

Card Reports

Customised Data Export
If you want to export specific files or have exports made in a specific
format, contact Compac for a quotation to customise this for you.

Exporting Events and Event Codes
To help with diagnosis of problems, an export of event codes can be made.
You are not limited to choosing data from a single table, you can select data
from any of the tables in the drop down menu to be combined in the report.
For example we can export the data from Shell Bayswater Marina by selecting
the fields as shown in the picture below from the following tables:
Columns

Table Selected From

Site Name

Sites

Date/Time

Events

Event Type

Events

Event Group

Event Type

Pump

Events

Tank

Events

Name

Event Type

Selecting a date and time range and click Export.

Compac Industries Ltd.

Page 25

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Exporting Events and Event Codes

Card Reports

This data was selected to be exported as a .csv file so can be opened as an
Excel spreadsheet like the example below.
SiteName

DateTime

Tank

Name

Lake Pupuke Marina

1/01/2009 0:00

245

Tank

Snapshot Tank Level

Lake Pupuke Marina

1/01/2009 0:00

245

Tank

Snapshot Tank Level

Lake Pupuke Marina

1/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

1/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

1/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

1/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

1/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

1/01/2009 3:05

Site

Lake Pupuke Marina

2/01/2009 0:00

245

Tank

Snapshot Tank Level

Lake Pupuke Marina

2/01/2009 0:00

245

Tank

Snapshot Tank Level

Lake Pupuke Marina

2/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

2/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

2/01/2009 0:00

246

Pump

Snapshot Pump Total

Compac Industries Ltd.

EventType EventGroup

Page 26

Pump

Date Change

www.compac.co.nz

Exporting Events and Event Codes

Card Reports

Lake Pupuke Marina

2/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

2/01/2009 0:00

246

Pump

Snapshot Pump Total

Lake Pupuke Marina

2/01/2009 3:05

Site

Lake Pupuke Marina

3/01/2009 0:00

245

Tank

Snapshot Tank Level

Lake Pupuke Marina

3/01/2009 0:00

245

Tank

Snapshot Tank Level

Date Change

You can choose the format and add, remove or arrange fields in the export to
get the information that is most useful to you.
If you give the report a name, the fields and format will be saved into the Saved
Lists column for easy access next time.

Compac Industries Ltd.

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Event Codes

Card Reports

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

Location

Message

Description

Pump

Pump Offline

Power or communications to pump has been lost

Pump

Pump Online

Power or communications restored

Site

Secure Pin Pad Fault

Site

Pinpad Offline

Link between the pinpad and processing server has been lost

Site

Receipt Printer Out Of Paper

Receipt printer out of paper

Site

Transaction Amount Missed

Transaction amount missed

Site

Transaction Deleted

Transaction deleted

Site

Transaction Lost

Transaction lost

Tank

Tank Offline

Communications to tank has been lost

Tank

Tank Online

Communications to tank has been restored

Tank

Tank Encoder Fault

Not currently used

Tank

Tank Leaking

Volume in tank less than dispensed amount

Tank

Tank Out Of Range

Not currently used

Tank

Tank Level Low

Tank level below low tank alarm level

Tank

Tank Level High

Tank level above high tank alarm level

Tank

Tank Drop Started

Fuel level in tank increasing

Tank

Tank Height Entered

Tank

Tank Volume Entered

Site

Under Voltage

Low 12 volt power - check power supply

Site

Over Voltage

High 12 volt power - check power supply

Site

Controller Power On

FMS board reset or manual reset

Site

Controller Power Off

FMS board reset or manual reset

Site

Forecourt Controller Online

Site

Controller Power Off

FMS board reset or manual reset

Site

Host Logged On

Site

Host Logged Off

Site

Auto Serve Mode Initiated

Site

Pass Code Entered

Technician has entered pass code

Site

Back Door Pass Code Entered

Back door pass code entered

Site

Low Power Detected

Battery power low

Site

Date Change

Time synchronisation (every day at midnight)

Site

Watchdog Reset

Watchdog has not reset, software code error

Site

2nd Forecourt Controller Online

Site

2nd Forecourt Controller Online

101

Site

Pin Pad Status Change

Communication status with DPS changed (live)

102

Site

One Shot Reset

Attempted to re-establish online communications

104

Site

Modem Reset

Modem has reset

105

Site

Site Operating Slow

Delay detected between PIN pad entry and screen prompt

108

Site

GST rate Updated

Compac Industries Ltd.

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Event Codes

Card Reports

243

Price

Price Change

Price has been changed

245

Tank

Snapshot Tank Level

Daily snapshot of tank level (midnight)

246

Pump

Snapshot Pump Total

Daily snapshot of pump total (midnight)

300

Site

Pinpad Ready

Pinpad status updated at heartbeat (every 15 mins)

301

Site

Pinpad Offline

Pinpad status updated at heartbeat (every 15 mins)

302

Site

EFTPOS Offline

EFTPOS status updated at heartbeat (every 15 mins)

303

Site

Pinpad Link Failure

Pinpad has lost communications with DPS (live)

304

Site

Unknown Pinpad Status

Compac request for pinpad status not replied to

310

Site

Site Offline

Communications to site lost

311

Site

Site Online

Communications to site restored

315

Site

Battery Low

Power is on but battery voltage is low (recharging)

316

Site

No Mains and Battery Low

Power is off and battery backup voltage is low

317

Site

Power Ok

Power has been restored

318

Site

No Mains

Mains power has been lost and OPT is running on battery

320

Site

Paper Low

Receipt printer paper is low

321

Site

Printer Fault

Printer not working

322

Site

Printer Ok

Printer fault has been cleared

Compac Industries Ltd.

Page 29

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Site Screen

Card Reports

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

Site Details Screen
The Site Details page is accessed by clicking on a Site Name on the Site
page, and allows more status data to be displayed about the selected Site.

Compac Industries Ltd.

Page 30

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Site Details Screen

Card Reports

The Site Details page is accessed by clicking on a Site Name on the Site
page, and allows more status data to be displayed about the selected Site.

Compac Industries Ltd.

Page 31

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Site Details Screen

Card Reports

The following information is displayed for each Tank:


Address



Last Site Data (Heartbeat)



Printer status (OK, Paper Low, Printer Errors)



Power status (No Mains, Mains OK, Battery low)



OPT Temperature



Price schedule used for the site (available to pricing role users only not shown in this example)



Tank – Gauging details for Tanks located at the site.



Compac Industries Ltd.

Site Status Information




Product



Tank Number



Gross Volume (measured from the ATG)



TC Volume (Temperature Compensated Volume from the ATG)



Safe Fill Level (Shell Defined)



Ullage ( = Safe – Gross Volume )



Water Height



Temperature



Alarms (High & low Levels)

Events (Last 10 Non Snapshot) Real time as the event happens


Status - Table with the last 10 “non snapshot” site events



Pump Offline



Pump Online



Receipt Printer Out Of Paper



Transaction Amount Missed



Transaction Deleted



Transaction Lost



Tank Offline



Tank Online



Tank Leaking



Tank Level Low



Tank Level High



Tank Drop Started



Tank Height Entered



Tank Volume Entered



Controller Power On



Controller Power Off



Pass Code Entered



Back Door Pass Code Entered



Low Power Detected



Watchdog Reset



Price Change



PIN Pad Status Change



One Shot Reset



Snapshot Tank Level – Event at a set time default midnight /
download schedule



Snapshot Pump Total – Event at a set time default midnight /
download schedule

Site Information


Link to PDF of the Site Audit



Link to site photographs (where available)

Page 32

www.compac.co.nz

Tanks Screen

Card Reports

Tanks Screen
This page provides summary information for all the tanks installed across
all sites for the country the user has access to, with relevant information
about each tank.

The following information is displayed for each Tank:


Site



Product



Tank Number



Gross Volume (measured from the ATG)



Safe Fill Level (User Defined)



Ullage ( = Safe – Gross Volume )



Water Height



Last Update



Alarms (High & low Levels)

Compac Industries Ltd.

Page 33

www.compac.co.nz

Tank Reports

Tank Deliveries

Tank Reports
To aid with reporting, a series of pre-formatted report templates have been
developed. These contain commonly used fields and can be exported as
either .pdf documents or as .xls spreadsheet files.

Tank Deliveries
To aid with reporting, a series of pre-formatted report templates have been
developed. These can be exported as either .pdf documents or as .xls
spreadsheet files.

Select the format and the site(s) you wish to export data for and click
Export.
The following is an example of a .pdf report for a single site.

Compac Industries Ltd.

Page 34

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Tank Reports

Tank Deliveries

The report contains Time and date for the period selected, the site name
and site location.
Fields include: Date/Time, Tank Number, Grade and Volume Delivered (in
litres).

Compac Industries Ltd.

Page 35

www.compac.co.nz

Tank Reports

Tank Inventory

The inventory report will either give a report for an individual site or all sites
within the group.
A .pdf example of the first page of a full report is shown below.

The report shows the report name (if entered), time and date the file was
generated, the group (if a series of sites was selected), the site and the site
location. The tank information is listed as follows:

Compac Industries Ltd.

Page 36

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Tank Reports

Tank Inventory

Field

Description

Tank

Tank number

Grade

Grade of fuel in tank

Tank Capacity

Total capacity of tank in litres

Safe Fill Level

Maximum rated capacity of tank in litres

Gross Volume

Current volume of fuel in tank in litres

Ullage

Difference between gross volume and safe fill level in litres

Water Height

Height of water level in tank in millimetres

Dipped

Time and date of last tank gauging measurement

Alarms

Compac Industries Ltd.

Alarms for:
 Low Tank Level - Fuel level is below preset minimum level
 High Tank Level - Fuel level is above preset maximum level
 High Water Level - Water level is above preset maximum water level
 Tank Leaking - Variation between tank volume and volume dispensed
(may not be a leaking tank but is an indicator to investigate)

Page 37

www.compac.co.nz

Tank Reports

Tank Reconciliation

Tank reconciliation reports show the difference between the measured
tank level and the theoretical tank level calculated from the recorded
deliveries less recorded sales.
A sample .pdf report is shown.

Field

Description

Date

Date of transactions from midnight to midnight.

Opening Dip

Tank level recorded by tank gauge at midnight

Deliveries

Deliveries made that day in litres

Sales

Sales in litres made that day

Closing Dip

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

Closing Book

Opening Dip plus Deliveries less Sales in litres

Loss/Gain - Daily

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

% - Daily

Percentage of loss or gain

Compac Industries Ltd.

Page 38

www.compac.co.nz

Tank Reports

Tank Reconciliation

Loss/Gain - Cumulative

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

% - Cumulative

Percentage of loss or gain over the reporting period

Compac Industries Ltd.

Page 39

www.compac.co.nz

Transactions Reports

Transactions Screen

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

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

Compac Industries Ltd.

Page 40

www.compac.co.nz

Transactions Reports

Compac Industries Ltd.

Transactions Screen

Page 41

www.compac.co.nz

Transactions Reports

Transactions Screen

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

You can enter a name for the report for your reference. (Optional)

Export Type

Click on the down arrow to choose between a Report or an Export.
Reports are a selected list of fields formatted into an easily readable
document. Can be exported as .pdf or .xls files. Selecting Reports will lock
the field tables.
Exports are for people who require more detailed information not contained
in reports. You can select the fields you want from the tables and columns.
The list can be saved for future exports. Exports are available in .csv, .pdf,
.xls and HTML4 formats.

Site

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

and

will move all sites at once.

Format

The options available will vary depending on whether a Report or Export
has been selected. See Export Type above.

Reference

You can add an optional reference number.

Card Range

You can select an export of data from a range of card numbers. The data
will include the cards entered in the From and To fields.

Start Date

Click on the calendar icon to select the start date.

Start Time

Click on the down arrow to select the hour and minute you want the report
to start from.

End Date

Click on the calendar icon to select the end date.

End Time

Click on the down arrow to select the hour and minute you want the report
to end at.

Time Zone

If you select date and time from the table, it will be shown in the report
converted to the time zone that is selected in the drop down menu. If you
want to view the local date and time that transactions took place, select
Local Date Time from the Transactions Table.

Saved Lists

If you have saved a previous export, you can access the field list from the
drop down menu. If you have no further use for a particular list it can be
deleted by selecting it and clicking Delete Saved List Shown.

Table to Select From

Choose the fields you would like exported from Transactions, Sites and
Cards tables. Selecting each table will change the options available in the
Columns box.

Columns from Table

Select the fields you want from the list by highlighting the field and using
the

and

arrow buttons to move it across to the Selected Column

box. The double arrows
other at once.

and

will move all field from one box to the

You can select a different table and select fields to be added to the
Selected Columns table.
Fields can be also arranged using the
Tagged Transactions

Compac Industries Ltd.

and

arrow buttons.

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

Page 42

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Transactions Reports

Transaction and Site Data Available for Selection
Tagging transactions affects all database users and cannot
be undone.

Export

When you are happy that you have selected the fields you require, click the
Export button. You will be directed to the Home screen where you can find
the report either pending or ready to view.

Transaction and Site Data Available for Selection
Specific Transaction Data Elements Available for Selection:
Column

Description

Terminal ID

Paymark / First Data ID

Card Number

Masked card number

Date Time

Date and Time (at selected zone)

Reference

Sequential reference number

Product code

Assigned product code

Pump

Pump number

Hose

Hose number

Amount

Total transaction in dollars and cents

Quantity

Quantity dispensed in litres

Unit Price - $/L

Unit price in Dollars per litre

Exported

Tagged as exported

Odometer

Odometer reading

Receipt

Copy of paper printout

EOV

Offline transaction flag

Shell Docket

Shell Reference #

LocalDateTime

Date and time at site

User ID

User ID number if requested and entered

Registration
Test*

Test card swiped (True) * Aviation sites only

Date

Date (converted to selected time zone)

Time

Time (converted to selected time zone)

Specific Site Data Elements Available for Selection:

Compac Industries Ltd.

Page 43

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Transactions Reports

Export Options for Transactions Screen
Column

Description

Site Name

Name of site

Printer Status

Online or Offline

Last Status

Last recorded status

Power Status

Power status

Temperature

Temperature inside unit

Controller Num

Controller number

URN

Unique Reseller Number

Device ID

ID of device

Address

Address of site

Pinpad Status

Status of pinpad

Time Zone

Time zone of site

Export Options for Transactions Screen
Transactions
On the Transactions screen the optional Reference field is located on the
fourth row after the Format field.

If a reference number is entered in the box only the selected transaction
will appear in the report, provided the transaction meets the other selection
criteria that the user sets.
Following the Saved Lists section of the Transactions screen there are two
check boxes that the user can use to specify how tagging is to be handled
for exported transactions.

The first option marks each transaction that is exported (used in
subsequent reports). The second option is used to exclude any transaction
that has been tagged from a previous report generation.
The transaction tagging applies to the database, not the
individual user. So if you tag a transaction it will appear tagged for
everyone else.
Specific Data Elements Available for Selection:

Compac Industries Ltd.

Page 44

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Transactions Reports

Export Options for Transactions Screen
Terminal ID – Paymark/ First
Data ID

Unit Price - $/L

Card Number

Exported

Date Time

Odometer

Reference number

Receipt – copy of paper printout

Product Code

EOV – Offline Transaction Flag

Pump

Compac Industries Ltd.

Hose

User ID

Amount- Total

Date

Quantity – Litres

Time

Page 45

www.compac.co.nz

Transactions Reports

Transaction Totals

Transaction Totals
Transaction Totals Report generates a pre formatted report with the
transaction totals for all sites. You can select the date and time range,
format and time zone for the report.

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

Compac Industries Ltd.

Page 46

www.compac.co.nz

Change Price Schedule

Transaction Totals

Change Price Schedule
The Change Price Schedule screen is only available to authorised
administrators.
Some administrators set their schedules to cover each site they administer
while others set schedules to cover a number of sites.

To change the price schedule:
1. Click on the pricing tab. A table will come up with the available price
schedules.
2. Click on the edit button associated with the price schedule you wish to
change.
3. A second table will appear below the original list. This has the products
that are associated with that price schedule.
For clarity, some sites have been excluded from the screen
below.

4. Enter in the new price for each product.
5. Select the date and time when the schedule will apply.
This is in local time for each site that the price schedule is
associated with.
6. Click the Apply Schedule button. You can then continue editing other

Compac Industries Ltd.

Page 47

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Change Price Schedule

Transaction Totals
schedules.

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

Compac Industries Ltd.

Page 48

www.compac.co.nz

Additional Features

Transaction Totals

Additional Features
Auto E-mail Alerts
CompacOnline can generate e-mail alerts to be sent to one or several email addresses. Contact Compac to have this option set up.
Customisation
Compac can customise the functions of the CompacOnline programme for
your specific requirements such as:


E-mail or text alerts



Customised reports



Additional reporting fields

Contact Compac with your requirements.

Compac Industries Ltd.

Page 49

www.compacngv.com

Glossary of Terms

Transaction Totals

Glossary of Terms
TERM

DESCRIPTION

ATG

Automatic Tank Gauging - Reporting of tank levels via OPT

CSN

Customer Security Number

CSV

Comma Separated Value (file format commonly used for conversion to spreadsheet)

DPS

Direct Payment Solutions (The Company that handles EFTPOS transactions)

EFTPOS

Electronic Funds Transfer Point Of Sale - Used for credit or debit card transactions

Heartbeat

A regular interrogation of the OPT by CompacOnline to upload selected site data. (Heartbeat
is currently sent at 5 minute intervals)

OPT

Outdoor Payment Terminal manufactured by Compac Ltd

SFTP

Secure File Transfer Protocol (protocols for the safe transfer of files)

Snapshot

Site status report taken at regular intervals (usually daily at around midnight)

TC Volume

Temperature Compensated Volume - Calculated volume based on actual tank reading
multiplied by a factor to compensate for heat expansion.

Ullage

Safe volume minus gross volume

ULP

Unleaded Petrol

URN

Unique Reseller Number - Site identifying number allocated by Shell. Australia numbers are
composed of 1 alpha and 3 numerals. New Zealand numbers are composed of six numbers

UTC

Coordinated Universal Time - Universal format for standard time

Compac Industries Ltd.

Page 50

www.compacngv.com

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