CompacOnline User Guide Compac Online Generic

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CompacOnline User Guide
Version 1.0.0
Card Reports
Conditions of Use
Compac Industries Ltd.
Page 2
www.compac.co.nz
Conditions of Use
Read this manual completely before working on, or
making adjustments to, the Compac equipment
Along with any warnings, instructions, and
procedures in this manual, you should also observe
any other common sense procedures that are
generally applicable to equipment of this type.
Failure to comply with any warnings, instructions,
procedures may result in equipment damage, or
poor performance of the Compac equipment
Compac Industries Limited accepts no liability for
direct, indirect, incidental, special, or consequential
damages resulting from failure to follow any
warnings, instructions, and procedures in this
manual, or any other common sense procedures
generally applicable to equipment of this type. The
foregoing limitation extends to damages to person or
property caused by the equipment, or damages
resulting from the inability to use the equipment,
including loss of profits, loss of products, loss of
power supply, the cost of arranging an alternative
power supply, and loss of time, whether incurred by
the user or their employees, the installer, the
commissioner, a service technician, or any third
party.
Compac Industries Limited reserves the right to
change the specifications of its products or the
information in this manual without necessarily
notifying its users.
Variations in installation and operating conditions
may affect the performance of the equipment.
Compac Industries Limited has no control over each
installation's unique operating environment. Hence,
Compac Industries Limited makes no
representations or warranties concerning the
performance of the equipment under the actual
operating conditions prevailing at the installation. A
technical expert of your choosing should validate all
operating parameters for each application.
Compac Industries Limited has made every effort
to explain all servicing procedures, warnings, and
safety precautions as clearly and completely as
possible. However, due to the range of operating
environments, it is not possible to anticipate every
issue that may arise. This manual is intended to
provide general guidance. For specific guidance
and technical support, contact your authorised
Compac supplier, using the contact details in the
product identification page.
Information in this manual shall not be deemed a
warranty, representation, or guarantee. For
warranty provisions applicable to the equipment
please refer to the warranty provided by the
supplier.
Unless otherwise noted, references to brand
names, product names, or trademarks constitute
the intellectual property of the owner thereof.
Subject to your right to use the equipment, Compac
does not convey any right, title, or interest in its
intellectual property, including and without
limitation, its patents, copyrights, and know-how.
Every effort has been made to ensure the accuracy
of this document. However, it may contain technical
inaccuracies or typographical errors. Compac
Industries Limited assumes no responsibility for
and disclaims all liability of such inaccuracies,
errors, or omissions in this publication.
iii
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
Card Reports
Conditions of Use
Compac Industries Ltd.
Page iv
www.compac.co.nz
Change Price Schedule .................................................................................................................................................. 47
Additional Features ......................................................................................................................................................... 49
Glossary of Terms ........................................................................................................................................................... 50
v
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
Card Reports
Document Control Information
Compac Industries Ltd.
Page 6
www.compac.co.nz
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
Release Date:27/04/11
Version
Date
Author(s)
Revision Notes
1.0.0
13/04/2011
R Lacey
Added document control information and software updates.
Distribution
Name
Indicator
Location
New Features
Card Reports
Compac Industries Ltd.
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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.
Card Reports
Overview of CompacOnline Design
Compac Industries Ltd.
Page 8
www.compac.co.nz
Overview of CompacOnline Design
Overview of CompacOnline Design
Card Reports
Compac Industries Ltd.
Page 9
www.compac.co.nz
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
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
Card Reports
CompacOnline Roles
Compac Industries Ltd.
Page 10
www.compac.co.nz
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.
Logging into CompacOnline
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Compac Industries Ltd.
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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.
Card Reports
Home Screen
Compac Industries Ltd.
Page 12
www.compac.co.nz
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
Home Screen
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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 re-
directed 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.
Card Reports
Overview of Web Pages
Compac Industries Ltd.
Page 14
www.compac.co.nz
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
Overview of Web Pages
Card Reports
Compac Industries Ltd.
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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.
Card Reports
Overview of Web Pages
Compac Industries Ltd.
Page 16
www.compac.co.nz
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).
Settings Screen
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Settings Screen
The Settings page allows the user to change the information about them
stored in CompacOnline.
From the Settings page the user can:
Change their password. For password protocols refer to: Logging In to
CompacOnline.
Change their email address
Add or change their mobile phone number
Enter secret question and answer – This enables the user password to
be reset by the Administrator, without deleting the user Profile. The first
time this is used it will disappear from the screen.
Card Reports
Cards
Compac Industries Ltd.
Page 18
www.compac.co.nz
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.
Cards
Card Reports
Compac Industries Ltd.
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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.
Card Reports
Cards
Compac Industries Ltd.
Page 20
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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.
Events Screen
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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
Card Reports
Events Screen
Compac Industries Ltd.
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Specifies which site to generate a report on. Includes an option for all sites.
3 Format
This selects which format you wish to export the data in. The options here
change depending on your option in the Export type (step 1).
4 Start Date, Start Time, End Date, End Time & Time Zone
The start and end dates and the time zone drop boxes limit the report
generated to a certain time period so that a local time based on the UTC
time can be selected & presented on the export.
If selecting a date and time zone that overlaps a daylight
saving time period, all times will be presented in the selected time zone with
no adjustment for NZDST
Defaults to UTC +12 Wellington New Zealand or UTC +13 for
NZDST.
5 Saved Lists:
This section is used for the export report option. Columns can be added to
the report here. This list can be saved to use again at a later date.
A
B
C
D
E
F
A Any previous saved lists appear in this drop box. To load a saved
list, just select it from this drop box.
B To delete any saved list, load it by selecting it in drop box A, then
click the delete saved list shown button.
C Choose what table to select the columns from with this drop box.
D This is where columns are selected.
To choose a column, highlight it with your mouse then click the button.
To move a column back, click the button.
Events Screen
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The and buttons are used to arrange the columns in the selected
columns list.
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.
Card Reports
Export Options for Events Page
Compac Industries Ltd.
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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
Exporting Events and Event Codes
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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.
Card Reports
Exporting Events and Event Codes
Compac Industries Ltd.
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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
EventType
EventGroup
Pump
Tank
Name
Lake Pupuke Marina
1/01/2009 0:00
245
Tank
1
Snapshot Tank Level
Lake Pupuke Marina
1/01/2009 0:00
245
Tank
2
Snapshot Tank Level
Lake Pupuke Marina
1/01/2009 0:00
246
Pump
1
Snapshot Pump Total
Lake Pupuke Marina
1/01/2009 0:00
246
Pump
2
Snapshot Pump Total
Lake Pupuke Marina
1/01/2009 0:00
246
Pump
3
Snapshot Pump Total
Lake Pupuke Marina
1/01/2009 0:00
246
Pump
4
Snapshot Pump Total
Lake Pupuke Marina
1/01/2009 0:00
246
Pump
5
Snapshot Pump Total
Lake Pupuke Marina
1/01/2009 3:05
90
Site
Date Change
Lake Pupuke Marina
2/01/2009 0:00
245
Tank
1
Snapshot Tank Level
Lake Pupuke Marina
2/01/2009 0:00
245
Tank
2
Snapshot Tank Level
Lake Pupuke Marina
2/01/2009 0:00
246
Pump
1
Snapshot Pump Total
Lake Pupuke Marina
2/01/2009 0:00
246
Pump
2
Snapshot Pump Total
Lake Pupuke Marina
2/01/2009 0:00
246
Pump
3
Snapshot Pump Total
Exporting Events and Event Codes
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Lake Pupuke Marina
2/01/2009 0:00
246
Pump
4
Snapshot Pump Total
Lake Pupuke Marina
2/01/2009 0:00
246
Pump
5
Snapshot Pump Total
Lake Pupuke Marina
2/01/2009 3:05
90
Site
Date Change
Lake Pupuke Marina
3/01/2009 0:00
245
Tank
1
Snapshot Tank Level
Lake Pupuke Marina
3/01/2009 0:00
245
Tank
2
Snapshot Tank Level
You can choose the format and add, remove or arrange fields in the export to
get the information that is most useful to you.
If you give the report a name, the fields and format will be saved into the Saved
Lists column for easy access next time.
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Event Codes
Compac Industries Ltd.
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Event Codes
The following is a list of event codes and a description of the event.
Code
Location
Message
Description
0
Pump
Pump Offline
Power or communications to pump has been lost
1
Pump
Pump Online
Power or communications restored
16
Site
Secure Pin Pad Fault
Secure Pin Pad Fault
17
Site
Pinpad Offline
Link between the pinpad and processing server has been lost
18
Site
Receipt Printer Out Of Paper
Receipt printer out of paper
19
Site
Transaction Amount Missed
Transaction amount missed
20
Site
Transaction Deleted
Transaction deleted
21
Site
Transaction Lost
Transaction lost
48
Tank
Tank Offline
Communications to tank has been lost
49
Tank
Tank Online
Communications to tank has been restored
50
Tank
Tank Encoder Fault
Not currently used
51
Tank
Tank Leaking
Volume in tank less than dispensed amount
52
Tank
Tank Out Of Range
Not currently used
53
Tank
Tank Level Low
Tank level below low tank alarm level
54
Tank
Tank Level High
Tank level above high tank alarm level
55
Tank
Tank Drop Started
Fuel level in tank increasing
56
Tank
Tank Height Entered
Tank Height Entered
57
Tank
Tank Volume Entered
Tank Volume Entered
60
Site
Under Voltage
Low 12 volt power - check power supply
61
Site
Over Voltage
High 12 volt power - check power supply
80
Site
Controller Power On
FMS board reset or manual reset
81
Site
Controller Power Off
FMS board reset or manual reset
82
Site
Forecourt Controller Online
Forecourt Controller Online
83
Site
Controller Power Off
FMS board reset or manual reset
84
Site
Host Logged On
Host Logged On
85
Site
Host Logged Off
Host Logged Off
86
Site
Auto Serve Mode Initiated
Auto Serve Mode Initiated
87
Site
Pass Code Entered
Technician has entered pass code
88
Site
Back Door Pass Code Entered
Back door pass code entered
89
Site
Low Power Detected
Battery power low
90
Site
Date Change
Time synchronisation (every day at midnight)
96
Site
Watchdog Reset
Watchdog has not reset, software code error
97
Site
2nd Forecourt Controller Online
2nd Forecourt Controller Online
98
Site
2nd Forecourt Controller Online
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
GST rate Updated
Event Codes
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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
Card Reports
Site Screen
Compac Industries Ltd.
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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.
Site Details Screen
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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.
Card Reports
Site Details Screen
Compac Industries Ltd.
Page 32
www.compac.co.nz
The following information is displayed for each Tank:
Site Status Information
Address
Last Site Data (Heartbeat)
Printer status (OK, Paper Low, Printer Errors)
Power status (No Mains, Mains OK, Battery low)
OPT Temperature
Price schedule used for the site (available to pricing role users only -
not shown in this example)
Tank – Gauging details for Tanks located at the site.
Product
Tank Number
Gross Volume (measured from the ATG)
TC Volume (Temperature Compensated Volume from the ATG)
Safe Fill Level (Shell Defined)
Ullage ( = Safe – Gross Volume )
Water Height
Temperature
Alarms (High & low Levels)
Events (Last 10 Non Snapshot) Real time as the event happens
Status - Table with the last 10 “non snapshot” site events
Pump Offline
Pump Online
Receipt Printer Out Of Paper
Transaction Amount Missed
Transaction Deleted
Transaction Lost
Tank Offline
Tank Online
Tank Leaking
Tank Level Low
Tank Level High
Tank Drop Started
Tank Height Entered
Tank Volume Entered
Controller Power On
Controller Power Off
Pass Code Entered
Back Door Pass Code Entered
Low Power Detected
Watchdog Reset
Price Change
PIN Pad Status Change
One Shot Reset
Snapshot Tank Level – Event at a set time default midnight /
download schedule
Snapshot Pump Total – Event at a set time default midnight /
download schedule
Site Information
Link to PDF of the Site Audit
Link to site photographs (where available)
Tanks Screen
Card Reports
Compac Industries Ltd.
Page 33
www.compac.co.nz
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)
Tank Deliveries
Tank Reports
Compac Industries Ltd.
Page 34
www.compac.co.nz
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.
Tank Reports
Tank Deliveries
Compac Industries Ltd.
Page 35
www.compac.co.nz
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).
Tank Inventory
Tank Reports
Compac Industries Ltd.
Page 36
www.compac.co.nz
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:
Tank Reports
Tank Inventory
Compac Industries Ltd.
Page 37
www.compac.co.nz
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
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)
Tank Reconciliation
Tank Reports
Compac Industries Ltd.
Page 38
www.compac.co.nz
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
Tank Reports
Tank Reconciliation
Compac Industries Ltd.
Page 39
www.compac.co.nz
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
Transactions Screen
Transactions Reports
Compac Industries Ltd.
Page 40
www.compac.co.nz
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
Transactions Reports
Transactions Screen
Compac Industries Ltd.
Page 41
www.compac.co.nz
Transactions Screen
Transactions Reports
Compac Industries Ltd.
Page 42
www.compac.co.nz
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 and will move all field from one box to the
other at once.
You can select a different table and select fields to be added to the
Selected Columns table.
Fields can be also arranged using the and arrow buttons.
Tagged Transactions
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.
Transactions Reports
Transaction and Site Data Available for Selection
Compac Industries Ltd.
Page 43
www.compac.co.nz
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:
Export Options for Transactions Screen
Transactions Reports
Compac Industries Ltd.
Page 44
www.compac.co.nz
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:
Transactions Reports
Export Options for Transactions Screen
Compac Industries Ltd.
Page 45
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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
Hose
User ID
Amount- Total
Date
Quantity – Litres
Time
Transaction Totals
Transactions Reports
Compac Industries Ltd.
Page 46
www.compac.co.nz
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:
Change Price Schedule
Transaction Totals
Compac Industries Ltd.
Page 47
www.compac.co.nz
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
Transaction Totals
Change Price Schedule
Compac Industries Ltd.
Page 48
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schedules.
7. When finished editing the pricing schedules, click the Close Schedule
button.
Additional Features
Transaction Totals
Compac Industries Ltd.
Page 49
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Additional Features
Auto E-mail Alerts
CompacOnline can generate e-mail alerts to be sent to one or several e-
mail 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.
Transaction Totals
Glossary of Terms
Compac Industries Ltd.
Page 50
www.compacngv.com
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

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