Administration Guide › pdf...About managing report profiles Reports are generated by Report Profiles. A Report Profile is configured with custom settings and a report type. You must

Report ManagementAdministration Guide

Publication date May 27, 2020

Copyright ©2020 Primex. All rights reserved.

Printed in the USA.

Information in this document is subject to change without notice. The software described in this document is furnished under a

license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of those

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OneVue is a trademark of Primex. All other trademarks are the property of their respective owners.

Primex is the leading provider of solutions to automate and maintain facility compliance, increase efficiencies, enhance safety and

reduce risk for enterprise organizations in the healthcare, education, manufacturing and government vertical markets. Primex delivers

solutions that utilize a facility’s existing network infrastructure to automate, monitor, document and report essential activities

performed by facility staff. Our solutions include synchronized time, automated critical notifications and bell scheduling, and

environmental and event monitoring.

Corporate Headquarters

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Lake Geneva, WI 53147

Phone: 1-262-729-4853

[email protected]

Table of ContentsAbout managing report profiles ......................................................................................................... 4

Report profile settings ............................................................................................................. 4

Asset Summary report ............................................................................................................. 5

Probe Replacement report ........................................................................................................ 9

Monitored Asset Exception report ............................................................................................ 10

Monitored Asset Reading History report .................................................................................... 12

Monitored Asset State History report ........................................................................................ 13

Alert Evaluation report (temperature sensors only) ...................................................................... 15

OneVue Audit report .............................................................................................................. 17

User report .......................................................................................................................... 19

User Role report ................................................................................................................... 22

User Alert Rule report ............................................................................................................ 23

Create, view and update report profiles ............................................................................................. 26

Archive a report profile ................................................................................................................... 31

Technical Support ......................................................................................................................... 32

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About managing report profiles

Reports are generated by Report Profiles. A Report Profile is configured with custom settings and a report type. You

must be assigned to an Admin role to create and manage report profiles.

Report profile settingsFrom the settings available, you can customize the data included, the report time period, and how often a report is

generated.

• What is included in the report, which is determined by the OneVue solution.

• OneVue Sense: add Monitored Assets.

• OneVue 72MHz Sync: add Transmitters.

• OneVue Bluetooth Sync: add Bridges, Clocks, and Repeaters.

• OneVue Notify with Critical Notifications: add InfoBoards and Transmitters.

• OneVue Notify with Bell Scheduling: add Bell Controllers and Zones.

• Data fields included and how data is sorted.

By default, each report type has specific fields included. You can optionally remove fields or add available fields.

• Set the time period of data history to include.

Options include reporting on the number of previous days, weeks, months, calendar weeks, calendar months, or a

specific date range (manually generated only).

Monitored Asset Summary Report only (optional): set the 24 hour time period for each day.

• Set how often a new report is generated by OneVue.

There are four options including manual, daily, weekly, and monthly. The manual frequency can be set to a specific

date range for several report types.

• Set who receives report notifications.

When a new report is generated, each user receives an email report notification and the notification is listed on their

Dashboard To Do list.

Report types availableEach OneVue solution provides report types that are unique to its use and devices.

• Asset Summary Report [5]

Report provides the daily reading summary and the event history of Monitored Assets. The daily reading report data

includes the calculated average, minimum and maximum readings of all readings for each day, the count of readings

per day, and a summary for the report time period. The event history includes alert acknowledgments and comments,

logged alert resolutions, and state-change comments.

• Probe Replacement [9]

Report provides calibration and lifespan data for OneVue Probes with CertiTrak. Probe data includes the first use

date, last testing date, and days to recertification.

• Alert Evaluation Report (applies to temperature monitoring only [15] )

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Report provides an analysis of temperature data and operating conditions collected by OneVue Temperature Sensors

for the previous 7 days and recommendations based on the computed data. The report is designed to provide the

information needed by staff to detect patterns and serve as a source of intelligent, computed data to support

decisions or analysis of monitored temperature conditions.

• OneVue Audit Report [17]

Report provides an audit log of user login activity and configuration changes for the OneVue Sense Monitoring

solution. This report is designed to meet the auditing, compliance, security, and governance policies of many

regulated enterprises.

• Monitored Asset Readings History Report [12]

Report provides all reading history of a Monitored Asset.

• Monitored Asset State History Report [13]

Report provides all state change events of a Monitored Asset, including the date and time of each state-change

event, event details, and state-change comments added by users.

• Monitored Asset Exception Report [10]

Report provides only the Monitored Assets currently in a Warning or Alarm state. The state change events include

alert acknowledgments, state change comments, and corrective actions logged from an alert.

User reportsUser report types provide details of your OneVue users, from their assigned roles, device classes, and alert rules. These

reports can only be accessed by a user assigned to an Admin role.

• User Report [19]

The User Report provides details of each user, including their assigned Device Classes, Roles, and Alert Rules, and

indicates if a User Profile is inactive.

If a staff member is leaving your organization and you need to reassign their responsibilities, this report provides

what's needed to reassign their OneVue responsibilities to another user.

• User Role Report [22]

The User Role Report provides details of the Roles and Device Classes assigned to each user.

If you need to understand who has access to account data and features, this report provides what's needed to

identify who's assigned to specific Business Units or Locations and their assigned Roles.

• User Alert Rule Report [23]

The User Alert Rule Report provides who alert notifications are sent to for each Alert Rule and indicates if the rule is

enabled or disabled.

If you need to analyze who receives alert notifications, this report provides what's needed to ensure notifications are

being sent to the right staff and you have the right coverage.

Asset Summary reportReport provides the daily reading summary and the event history of Monitored Assets. The daily reading report data

includes the calculated average, minimum and maximum readings of all readings for each day, the count of readings

per day, and a summary for the report time period. The event history includes alert acknowledgments and comments,

logged alert resolutions, and state-change comments.

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The Report Profile that generates the report can be configured to include or exclude Monitored Assets in a Normal,

Warning, or Alarm state. By default, all states are included.

The following sections describe what's included in the report and an example of the report [8].

Report detailsMonitored Asset detail

The report is sectioned by each Monitored Asset and includes by assigned sensor a Daily Readings Summary and Event

History.

Sensor Information

NOTEState, High and Low Threshold, Logging Interval, and Check-in Interval setting data is the value of the

settings at the time the report was generated (Run Date).

• Sensor

Type of sensor. Represents the condition being monitored.

• State

State of the sensor at the time the report was generated (Run Date).

• Gateway ID

Sensor's 12-character MAC address.

• High Threshold and Low Threshold

Sensor's configured Normal Condition.

• Logging Interval

The Logging Interval is how frequent a sensor logs a reading and stores it into its internal memory. All logged

readings are then sent to OneVue at the frequency set the sensor's Check-in Interval frequency.

• Check-in Interval

The Check-in Interval is the frequency a sensor connects to the facility's network to send its logged readings to

OneVue. Also during each check-in, pending setting updates are downloaded to the sensor.

Daily Readings Summary (Every 24 Hours) detail

Provides a reading summary for each day.

For this section, the Report Profile that generates the report can be configured to include or exclude the fields (data)

below. By default, all fields are included.

• Date

Reading summary date. Date that all readings were logged that are included in the 24 hour summary.

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• AM Time / AM Reading

Time of and first reading logged after 12:00 AM.

• PM Time / PM Reading

Time of and first reading logged after 12:00 PM.

• Average

Calculated value of the sum of all logged readings divided by the total sample points (logged readings).

• Minimum

Lowest logged reading of the day.

• Maximum

Highest logged reading of the day.

• No. Readings

Total count of logged readings for the day.

• Summary line

Summary of the report time period including the following data.

Average of Average: calculated average of the average (sum of all logged readings divided by the total logged

readings).

Minimum: lowest minimum reading for the time period.

Maximum: highest maximum reading for the time period.

No. Readings: total readings logged for the time period.

Event History detail

Details all of the Monitored Asset events for the report time period. Events include state-changes, state-change

comments (User Comment), alert acknowledgments and comments (Acknowledge), and logged alert resolutions

(Resolution).

• Change Date/Time

Date and time the event occurred.

• State

State the Monitored Asset changed to during the event.

• Gateway

Monitored Asset's assigned sensor 12 character MAC address.

• Sensor Type

Type of sensor. Commonly represents the condition being monitored.

• Monitored Asset

Name of Monitored Asset.

• Event History

Identifies the type of event and the cause of the event.

• User

Identifies the user that logged/added the Comment details.

• Comment Date Time

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Date and Time the user logged the comment.

• Comment Type

Identifies the type of comment added to the stage-change event, which may be either of the below.

• Acknowledgement: user acknowledged an alert.

• Alert Resolution: user logged a resolution.

• State History Comment: user logged a comment to the Alert Resolution's State History.

• Comment

User logged information for the comment type.

Report example

Page 8

Probe Replacement reportReport provides calibration and lifespan data for OneVue Probes with CertiTrak. Probe data includes the first use date,

last testing date, and days to recertification.

The following provides details of what's included in the report and an example of the report.

Report details

• Probe Serial Number

Unique CertiTrak serial number.

• Asset Name

Name of the Monitored Asset assigned to the sensor.

• Sensor Name

Name of the sensor the probe is inserted in to.

• Gateway ID

Unique 12-character ID (MAC address) of the sensor device.

• First Use Date

Page 9

The date the probe was first inserted into the sensor device.

• Last Testing Date

Date of calibration documented in its Calibration Data Report.

• Days To Recertification

The number of days remaining until recertification is to be completed. The number of days is a system calculated

value defined by the account Probe Re-Certification settings.

Report example

Probe SerialNumber

Asset Name Sensor Name BusinessUnit

Gateway ID First Use Date Last TestingDate

ProbeRecertification

Days ToRecertification

A0017493 Demo Alert Usage Temperature-72:B4-1

Demo Alerts 00:1E:B3:8F:72:B4

2018-04-30 08:22:50PM

2017-08-29 Every 2 Years 381

A0017584 OR 2nd Floor Med Fridge(TR)

Temperature-A3:BC-1

OR 2ndFloor

00:1E:B3:8F:A3:BC

2018-05-03 08:43:33PM

2017-08-29 Every 2 Years 384

A0017640 Pediatric (MOB) Med Fridge Temperature-A7:72-1

Pediatrics 00:1E:B3:8F:A7:72

2018-04-12 12:27:57PM

2017-08-29 Every 2 Years 362

A0017614 Pharmacy Med Fridge (TR) Temperature-A7:75-1

Pharmacy 00:1E:B3:8F:A7:75

2018-03-28 06:41:47PM

2017-08-29 Every 2 Years 348

A0017574 Pharmacy Med Fridge #2(TR)

Temperature-73:DE-1

Pharmacy 00:1E:B3:8F:73:DE

2018-04-30 08:22:50PM

2017-08-29 Every 2 Years 381

A0017598 Pharmacy Spare Fridge (TR) Temperature-A7:83-1

Pharmacy 00:1E:B3:8F:A7:83

2018-06-07 09:35:26PM

2017-08-29 Every 2 Years 419

Page 1**Probe Replacement2019-03-15 - 2019-04-14

Signature:

Run Date: 2019-04-15 08:15:37 AM

Account: AAron Memorial Hospital-DEMO

Monitored Asset Exception reportReport provides only the Monitored Assets currently in a Warning or Alarm state. The state change events include alert

acknowledgments, state change comments, and corrective actions logged from an alert.


Report detailsReport heading detail

• Heading: displays the name of the Report Profile and the report date range.

• Date range: time period of data included in the report.

• Signature: when the report is manually generated (run now) by a user, the name of the user is displayed. If the report

was automatically generated by the schedule set in the Report Profile, no information is displayed and the signature

line can be used for written signature purposes.

• Run date: date and time the report was created.

Monitored Asset and sensor detail

• Report is sectioned by each Monitored Asset included in the report. Within each Monitored Asset section, a Daily

Readings Summary and State History is provided for each of its assigned sensors.

• Sensor Information: details the name of the sensor and its settings.

Page 10

Daily Readings Summary detail

Provides a reading summary for each day.

• AM Time / AM Reading

First reading logged after 12:00 AM of the day.

• PM Time / PM Reading

Last reading logged before 12:00 p.m. of the day.

• Average

Calculated value of the sum of all logged readings divided by the total sample points (logged readings).

• Minimum

Lowest logged reading of the day.

• Maximum

Highest logged reading of the day.

• No. Readings

Total count of logged readings for the day.

State History detail

Specifies the date and time of each state-change event and event details.


Date and time the state-change event occurred.

• State

State the Monitored Asset changed to during the change event.

• Event History

Log of all state-change events made either by a system state change or manual stage change made be a user, and

the event comments added by a user. Comments are entered by a user from a Monitored Asset's State History.

Asset Acknowledgement detail

Provides the details of when an alert(s) was acknowledged and the comments provided by system users.

• Date/Time

When the alert was acknowledged by a user.

• Comment

Information provided by a system user when acknowledging the alert.

• User

Who acknowledged the alert.

Page 11

Report example

Asset: Room B321 Diff Pressure (Building A) Business Unit: AAron MemorialHospital-DEMO

Sensor Information

Sensor: Differential Pressure High Threshold: Logging Interval: 60 minutes

State: Normal Low Threshold: Positive 0.01 inH2O Reporting Interval: 480 minutes

Gateway ID: 00:1E:B3:8F:B1:F4 Alarm Delay: 5 minutes

Daily Readings Summary(Every 24 hours)Date AM Time AM Reading PM Time PM Reading Average Minimum Maximum No. Readings

2019-04-16 12:24 AM Positive 0.0 inH2O 12:25 PM Positive 0.0 inH2O 0.004 INH2O 0.0 INH2O 0.015 INH2O 24





















Page 1Monitored Asset Exception Report2019-03-17 - 2019-04-16

Signature: Julie Lininger

Run Date: 2019-04-17 12:32:39 PM


Monitored Asset Reading History reportThe report provides the reading history of Monitored Assets.


Report details

• Asset Name

Name of the Monitored Asset.

• Business Unit

Business Unit assigned to the Monitored Asset.

• Device

Device ID of the sensor assigned to the Monitored Asset. The sensor readings are linked to the Monitored Asset and

displayed in the report.

• Recorded At

Date and time the reading was logged by the sensor.

Page 12

• Value

Reading value logged by the sensor.

• Normal Condition

The Normal Condition is the expected operating range or the condition of the Monitored Asset assigned to the

sensor. The settings vary based on the type of sensor and the condition being monitored.

• Alarm Delay

Alarm Delay sets the amount of time OneVue delays setting the sensor and its assigned Monitored Asset to an Alarm

state.

• State

State of the Monitored Asset at the time of the reading.

• Status

Status of the Monitored Asset at the time of the reading.

Report example

Asset Name Business Unit Device Recorded At Value Normal Condition Alarm Delay State Status

Pharmacy Freezer (TR) Pharmacy 00:1E:B3:8F:73:DE 2019-04-07 12:46:00 AM -17.0 C -31.7 to 0.0 C 30 min Normal












Pharmacy Freezer (TR) Pharmacy 00:1E:B3:8F:73:DE 2019-04-07 12:46:26 PM -16.8 C -31.7 to 0.0 C 30 min Normal













Page 1*Pharmacy Readings2019-04-07 - 2019-04-13

Signature:

Run Date: 2019-04-15 08:19:14 AM


Monitored Asset State History reportReport provides all state change events of a Monitored Asset, including the date and time of each state-change event,

event details, and state-change comments added by users.

Page 13


Report details

• Monitored Asset

Name of the Monitored Asset.

• Business Unit

Business Unit assigned to the Monitored Asset.

• State

State the Monitored Asset changed to during the change event.


Date and time the state-change event occurred.

• Location

Location assigned to the Monitored Asset.

• Event History

Log of all state-change events made either by a system state change or manual stage change made be a user, and

the event comments added by a user. Comments are entered by a user from a Monitored Asset's State History.

Report exampleText highlighted in yellow indicates an example of data logged by a user.

Page 14

Monitored Asset Business Unit Location State Change Date/Time Event History

Clinic Temp Hum Primex Sense Normal 2019-09-23 07:53:55 PM 2019-09-23 07:53:55 PM : System Change- Status Message Cleared

Clinic Temp Hum Primex Sense Normal 2019-09-23 07:53:55 PM 2019-09-23 07:53:55 PM : System Change- Status Message Cleared

2019-09-24 07:19:27 AM : User Comment by John Smith- Thermostat adjustment resolved alarm condition.

Clinic Temp Hum Primex Sense Warning 2019-09-23 07:50:53 PM 2019-09-23 07:50:53 PM : System Change - Out Of Range

Clinic Temp Hum Primex Sense Normal 2019-09-23 04:13:47 PM 2019-09-23 04:13:47 PM : System Change - Status Message Cleared

Clinic Temp Hum Primex Sense Alarm 2019-09-23 03:14:46 PM 2019-09-23 03:14:46 PM : System Change - Out Of Range, Past Alarm Delay





Clinic Temp Hum Primex Sense Alarm 2019-09-23 01:28:45 PM 2019-09-23 01:28:45 PM : System Change - Out Of Range, Past Alarm Delay

2019-09-24 07:18:56 AM : User Comment by John Smith- Room thermostat adjusted to meet temp/hum environment normal condition range.

Clinic Temp Hum Primex Sense Warning 2019-09-23 01:28:17 PM 2019-09-23 01:28:17 PM : System Change- Out Of Range

Page 1Monitored Asset State History2019-09-23 - 2019-09-24

Signature: John SmithRun Date: 2019-09-24 07:21:00 AM Account: Primex Sense

Alert Evaluation report (temperature sensors only)Report provides an analysis of temperature data and operating conditions collected by OneVue Temperature Sensors

for the previous 7 days and recommendations based on the computed data. The report is designed to provide the

information needed by staff to detect patterns and serve as a source of intelligent, computed data to support decisions

or analysis of monitored temperature conditions.

This report's Interval Settings are set by OneVue. The report is generated Manually and reports on the previous 7 days.

• A Manual interval requires the report to be run by a user and cannot be scheduled to be generated by OneVue.

• The reporting period is the previous 7 days, and cannot be changed by a user.

Report detailsSensor Summary detail

Provides state and setting details for the report time period.

Page 15

Report period detail

• Period

Start and end date of the sensor data collected and computed.

• Current Min-Max

The sensor’s Normal Condition minimum and maximum setting value. The Normal Condition (range/threshold) is set

to the expected, normal operating condition of its assigned Monitored Asset.

• Mean Temp

The average mean value of the readings for the reporting period; the calculated value of the sum of all readings

divided by the total sample points (readings).

• Currently in Alarm

Indicates if the sensor/Monitored Asset is currently in an active Alarm state.

• Current Alarm Duration

If currently in an Alarm state, it displays how long it has been in the current Alarm state.

• Current Alarm Type

If currently in an Alarm state, it indicates the condition (status) that resulted in the Monitored Asset and sensor

entering the current Alarm state.

• Average Duration of Alarm

The average amount of time in an Alarm state. Data computed includes all Alarm events for the reporting period.

• Percentage of Period in Alarm

Percentage in an Alarm state based on the time computed in the Average Duration of Alarm value. A higher

percentage is a key indicator to investigate and resolve the cause of frequent alarm events.

• Average Per day Above

The daily average of the readings above the maximum threshold (sensor's Normal Condition setting value) for the

reporting period.

• Average Per day Below

The daily average of the readings below the minimum threshold (sensor's Normal Condition setting value) for the

reporting period.

• Average Check-Ins Per Day

The average number of daily check-ins for the reporting period. The daily average of how many times the sensor

checked-in to OneVue for the reporting period. A higher percentage of check-ins may indicate that check-ins are

occurring more frequently due to out-of-range readings.

• Total Ready for this Sample

The total number of readings for the reporting period.

Daily Breakdown for period detail

• Date

Start and end date of the sensor data collected and computed.

• Check-Ins

The total number of check-ins for the specific date.

Page 16

• Total Readings

The total number of readings for the specific date.

• % Readings Below

Percentage of readings that were below the minimum threshold (sensor's Normal Condition setting value) for the

specific date.

• % Readings Above

Percentage of readings that were above the maximum threshold (sensor's Normal Condition setting value) for the

specific date.

• % Readings in Range

Percentage of readings that were in range of the sensor's Normal Condition for the specific date.

Report example

Asset: PAE RC Asset #1 Business Unit: Pre-Alert BU RCSensor Summary

Sensor Type: Temperature High Threshold: 22.0 C Logging Interval: 60 minutes

State: Normal Low Threshold: 20.0 C Check-in Interval: 480 minutes

Gateway ID: 00:F2:00:00:00:A1 Alarm Delay: 30 minutes Unresponsive Timeout: 960 minutes

Period CurrentMin-Max

MeanTemp

Currentlyin Alarm

Current AlarmDuration

CurrentAlarm Type

AverageDuration ofAlarm

Percentage ofPeriod in Alarm

Average Perday Above

Average Perday Below

Average Check-Ins Per Day

Total Readings forthis Sample

2019-03-29 01:39:02 UTC -2019-03-31 21:59:59 UTC

20.0 to22.0 C

22.1 No - - 8.8 hours 51.21% 56.3% 8.3% 0.0 62

Daily Breakdown for period 2019-03-29 01:39:02 UTC - 2019-03-31 21:59:59 UTC

Date Check-Ins Total Readings % Readings Below % Readings Above % Readings in Range

2019-03-29 0 21 0.0% 61.9% 38.1%

2019-03-30 0 21 0.0% 61.9% 38.1%

2019-03-31 0 20 25.0% 45.0% 30.0%

Recommendations

Asset appears to be too warm for your threshold. Please review the reading history data and consider adjusting your thermostat to a cooler temperature or adjusting your upperthreshold in OneVue to prevent alarm fatigue.You have an unresponsive error. Please check that your device is properly plugged in and that your Wifi network is running and properly configured on the sensor and in OneVue.

Page 1Pre-Alert Evaluation Report2019-03-25 - 2019-03-31

Signature: Joe SmithRun Date: 2019-04-01 02:59:53 PM

EXAMPLE

OneVue Audit reportReport provides an audit log of user login activity and configuration changes for the OneVue Sense Monitoring solution.

This report is designed to meet the auditing, compliance, security, and governance policies of many regulated

enterprises.

Only a user assigned to both the Account Admin role and Sensors Device Class can view this report.

The following details the setting changes and activity included in the report.

Page 17

Report detailsUser activity audit detail

• Monitored Asset setting changes

State, Business Unit, Location

• Sensor setting changes

Monitored Asset, Normal Condition (range), Alarm Delay, State

• Gateway (sensor) setting changes

Network, Keep Firmware At, Keep Radio Firmware At, Unresponsive Timeout, Check-in Interval, Logging Interval

• User setting changes

Role

• Reports

When a user generated a new report or viewed a report

User Login and Locked Users detail

• User Login History

Details the last log in by each user.

• Locked Users

List of users that have their log in access suspended. Their User Profile has been set to locked by an account admin.

Configuration Information detail

Provides details of any setting change. The audit details include what was changed, what the setting was changed to,

the system user that made the change, and the date and time the change was made.

• Entity Type: what type of system component was changed.

• Entity: the unique identifier of the system component; commonly its name or a device's unique 12-character device ID

(MAC address) or the last four digits of its ID (sensor).

• Changed Value: name of the setting changed.

• New Value: what the setting was changed to.

• Comment/Reason: if a state change was made by a user, details the comments added by the user.

• User: who made the configuration change.

• Date/Time: when the configuration change was made.

Page 18

Report example

Users Login Information

User Last log in

2019-01-25 08:24:32 AM

2019-02-14 02:29:43 PM

2019-02-22 02:49:36 PM

2019-02-25 09:41:01 AM

2019-02-25 09:42:30 AM

2019-02-25 01:52:17 PM

2019-02-26 10:59:23 AM

[email protected] [email protected] [email protected] [email protected] [email protected]

Locked Users

User

Last log in

Configuration Information

Entity Type Entity Changed Value New Value Comment/Reason User Date/Time

Report A XR report Run Manually Heather Irvine 2019-01-17 02:40:11 PM

Asset Heather Office New State Normal ok Heather Irvine 2019-01-18 08:54:37 AM

Sensor Temperature (25783) New State Normal ok Heather Irvine 2019-01-18 08:54:37 AM

Report A Critical Notification report Run Manually Heather Irvine 2019-01-21 02:37:30 PM


Sensor Differential Pressure (14182) Alarm Delay 0 C Wagner 2019-01-22 08:55:45 AM

Asset Heather Office Business Unit Alphabetical BU Heather Irvine 2019-01-24 11:47:38 AM

Report BU Admin Asset Summary Run Manually Heather Irvine 2019-01-24 11:49:51 AM



Report A XR report Run Manually Heather Irvine 2019-01-28 09:56:13 AM


Report A XR report Run Manually Heather Irvine 2019-01-30 09:23:17 AM

Report A XR report Reviewed Approved Heather Irvine 2019-01-30 09:24:19 AM



Report A Clock Warning report Run Manually Heather Irvine 2019-01-30 02:56:02 PM

Report A Clock Warning report Run Manually Heather Irvine 2019-01-30 02:58:28 PM


Page 1Onevue Audit ReportSignature: Heather Irvine

Run Date: 2019-02-27 01:55:45 PM

EXAMPLE

User reportThe User Report provides details of each user, including their assigned Device Classes, Roles, and Alert Rules, and

indicates if a User Profile is inactive.

If a staff member is leaving your organization and you need to reassign their responsibilities, this report provides what's

needed to reassign their OneVue responsibilities to another user.








Page 19

• Account: OneVue account name.

User profile detail

The report is sectioned by each user added to the report, displaying their user name and email. Inactive is displayed

when a User Profile is deactivated, which the user cannot log in to OneVue and does not receive alert or system

notifications.

Within each user section, the following details are provided. If a user is assigned to multiple devices classes, Business

Units, Locations, and Alert Rules the report includes this level of detail.

• Device Classes: identifies the user's assigned Device Classes. It's recommended that a user is assigned to the Device

Classes for the OneVue solution deployed at your organization.

• Business Unit Roles: lists a user's assigned Business Unit and Role. A user may be assigned to more than one

Business Unit.

• Location Roles: lists a user's assigned Location and Role. A user may be assigned to more than one Location.

• User Alert Rules: lists the Alert Rules that generate alert notifications to the user during an alarm condition.

• Alert Name: name of the Alert Rule.

• Team: if the Alert Rule uses Team scheduling, identifies the name of the Team.

• Shift: if the Alert Rule uses Team scheduling, identifies the shift the user is added to.

• Escalation: identifies if the user receives alert and/or escalation notifications. Alerts Go To indicates the user

receives alert notifications and Escalate To indicates the user receives one-time escalation notifications.

Page 20

Report example

John Smith <[email protected]>

Device Classes: Clocks/Bridges, Sensors, Bell Controllers/Message Boards, Transmitters, Info Boards

Business Unit Roles

Account administrator

Location Roles

No roles assignedPrimex Example:

User Alert Rules

Alert Rule Name Team Shift Escalation

B Pharmacy - - Alerts Go To

C Clinic - - Alerts Go To

Clinic Team Shift 2 Alerts Go To

A Food Services - - Escalate To

Page 1User ReportSignature: John Smith Run Date: 2019-09-25 07:21:30

AM Account: Primex Example

Page 21

User Role reportThe User Role Report provides details of the Roles and Device Classes assigned to each user.

If you need to understand who has access to account data and features, this report provides what's needed to identify

who's assigned to specific Business Units or Locations and their assigned Roles.









User detail

If a user is assigned to more than one Business Unit or Location, multiple rows are displayed for each of the user's

assigned Business Unit or Location.

• User: first and last name and email address of the user.

• Active: indicates if the user is active (Yes) or deactivated (No).

• Role: the role assigned to the user by Business Unit or Location.

• Role Type: identifies if the role assigned is a BU (Business Unit) or Location.

• Entity (Location/BU): name of the Location or Business Unit the user's role is assigned to.

• Device Classes: identifies the user's assigned Device Classes. It's recommended that a user is assigned to the Device

Classes for the OneVue solution deployed at your organization.

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Report example

User Active Role Role Type Entity (Location/BU) Device Classes

John Smith <[email protected]> Yes BU User BU Primex Example

Bob Jones <[email protected]> Yes Account Admin BU Primex Example

Sue Smith<[email protected]> Yes BU Admin BU Clinic Clock, Sensor

Jan Reynolds <[email protected]> Yes Account Admin BU Primex Example Clock, Sensor, Transmitter, Info Board

Larry Geneva<[email protected]> Yes Network Admin BU Primex Example

Sam Donahue<[email protected]> Yes BU User BU Clinic

Page 1User Role ReportSignature: John SmithRun Date: 2019-09-24 08:16:41 AM Account: Primex Example

Clock, Sensor, Transmitter, Info Board



Clock, Sensor

User Alert Rule reportThe User Alert Rule Report provides who alert notifications are sent to for each Alert Rule and indicates if the rule is

enabled or disabled.

If you need to analyze who receives alert notifications, this report provides what's needed to ensure notifications are

being sent to the right staff and you have the right coverage.







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Report details

The report displays a row of each of the Alert Rules Teams and who alert notifications are sent to.

For example, if an Alert Rule has three users that receive alert notifications and two other users that receive escalation

notifications, there will be five unique rows displaying the details. If an Alert Rule uses Team scheduling, each shift with

its schedule detail is displayed in a single row.

• Alert Rule Name: Name of the rule.

• Team: Indicates if the Alert Rule uses Team Scheduling. If yes, the Team name is displayed.

• Shift: If assigned to a Team, identifies the shift.

• Schedule: Provides the days and start and end times of the shift.

• Escalation: Identifies if the user listed in the next column (Users) is included in the Alerts Go To setting (user receives

alert notifications) or the Escalate To and Escalate Next settings (user receives escalation notifications).

The Escalation column essentially identifies the type of notification a user receives - either an alert or escalation

notification.

• User: List the user that receives the type of Escalation (either an alert or escalation notification). If a user is assigned

to receive both types, a row will be listed for each type.

• Active: Identifies if the Alert Rule is enabled (Yes) or disabled (No).

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Report example

Alert Rule Name Team Shift Schedule Escalation User Active

A Food Services ACT REsol - - - Alerts Go To Yes




A Food Services ACT REsol - - - Escalate To Don Jones<[email protected]> Yes

A Food Services ACT REsol - - - Next Escalate To Vic Lane <[email protected]> Yes

B Pharmacy - - - Alerts Go To Yes

B Pharmacy - - - Alerts Go To Gloria White <[email protected]> Yes

B Pharmacy - - - Escalate To Lauri Jones <[email protected]> Yes

B Pharmacy - - - Next Escalate To jVic Lane <[email protected]> Yes

C Clinic Clinic Team Shift 1 02:00 AM - 11:00 AM Tuesday - Saturday Alerts Go To Yes

C Clinic Clinic Team Shift 2 11:00 AM - 06:00 AM Tuesday - Sunday Alerts Go To Rick Ray<[email protected]> Yes

C Clinic Clinic Team Shift 3 06:00 PM - 02:00 AM Tuesday - Sunday Alerts Go To Ben White <[email protected]> Yes

C Clinic Clinic Team Shift 2 11:00 AM - 06:00 AM Tuesday - Sunday Escalate To Rob Johns <[email protected]> Yes

C Clinic Clinic Team Shift 3 06:00 PM - 02:00 AM Tuesday - Sunday Escalate To Rob Johns <[email protected]> Yes

C Clinic Clinic Team Shift 1 02:00 AM - 11:00 AM Tuesday - Saturday Next Escalate To Vic Lane <[email protected]> Yes

C Clinic Clinic Team Shift 2 11:00 AM - 06:00 AM Tuesday - Sunday Next Escalate To Vic Lane <[email protected]> Yes

C Clinic Clinic Team Shift 3 06:00 PM - 02:00 AM Tuesday - Sunday Next Escalate To Vic Lane <[email protected]> Yes

Page 1User Alert ReportSignature: Julie LiningerRun Date: 2019-09-24 08:16:32 AMAccount: Julie TEST




Bob Jones <[email protected]>

Sue Smith<[email protected]>

Jan Reynolds <[email protected]>

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Create, view and update report profiles

A Report Profile can be configured to meet your reporting requirements. Its settings include the type of report, the

Monitored Assets included in the report, and how frequently a new report is generated. A Report Profile can also be

configured to generate an email notification to specific users when a new report is generated.

NOTETo view a report, your User Profile is required to be assigned to the Business Unit or Location of the

Monitored Assets that are included in the report. Commonly you are only assigned to what you are

responsible for.

1. Go to Reports > Active.

2. To view or update a report profile, select the Name link of the Report Profile.

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3. To create a new report profile, from the bottom section select + New. A new Report Profile is displayed.

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4. Select the Report Type, which identifies the unqiue report. Settings may vary by Report Type.

Setting Definition

Report

Name

Name of the report; should uniquely identify the report in a short description. Allows up a maximum of 50 characters.

Report

Type

• Asset Summary Report [5]

Report provides the daily reading summary and the event history of Monitored Assets. The daily reading report data includes the

calculated average, minimum and maximum readings of all readings for each day, the count of readings per day, and a summary

for the report time period. The event history includes alert acknowledgments and comments, logged alert resolutions, and state-

change comments.

• Probe Replacement [9]

Report provides calibration and lifespan data for OneVue Probes with CertiTrak. Probe data includes the first use date, last

testing date, and days to recertification.

• Alert Evaluation Report (applies to temperature monitoring only [15] )

Report provides an analysis of temperature data and operating conditions collected by OneVue Temperature Sensors for the

previous 7 days and recommendations based on the computed data. The report is designed to provide the information needed

by staff to detect patterns and serve as a source of intelligent, computed data to support decisions or analysis of monitored

temperature conditions.

• OneVue Audit Report [17]

Report provides an audit log of user login activity and configuration changes for the OneVue Sense Monitoring solution. This

report is designed to meet the auditing, compliance, security, and governance policies of many regulated enterprises.

• Monitored Asset Readings History Report [12]

Report provides all reading history of a Monitored Asset.

• Monitored Asset State History Report [13]

Report provides all state change events of a Monitored Asset, including the date and time of each state-change event, event

details, and state-change comments added by users.

• Monitored Asset Exception Report [10]

Report provides only the Monitored Assets currently in a Warning or Alarm state. The state change events include alert

acknowledgments, state change comments, and corrective actions logged from an alert.

Notes For information purposes and commonly provides additional details needed to be shared with system users.

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5. Enter the Interval settings .

Setting Definition

Generation

Frequency

Set how often a new report is generated. There are four options, including manual, daily, weekly and monthly. The manual

frequency can be set to a specific date range for several report types.

• Manual: Report is not system generated. To generate the report, the Run Now function is required to be performed by a

user. Several report types also allow manual reports to be configured for a specific date range, including data for the

current day. To configure a report for a date range, from the Report on Previous setting, select the option Specific Dates.

• Daily: Report is generated each day at the specified time of the day.

• Weekly: Report is generated once per week on the specified day of the week and time of the day.

• Monthly: Report is generated monthly on the specified day of the month and time of day.

Report on the

previous

(selection) of

History

The number of days, weeks, months, or specific date range of history included in the report.

• Days: Includes data from the number of days selected, excluding the day the reported is generated on.

• Weeks: Includes data for the number of weeks (7 days in each week) selected, excluding the day the reported is generated

on. For example if a report is set to include 2 weeks and is generated on a Monday, the report will include the last 14 days

of data ending on Sunday.

• Months: Includes data for the number of months selected based on the day the report is set to be generated on. For

example, if set to include 1 month and generated on the tenth day of the month at 8:00 am, the report data starts on the

tenth day of the previous month and ends on the tenth day of the current month at 8:00 am.

• Calendar Weeks: Includes data from Sunday to Saturday (inclusively) for the number of weeks selected. For example if set

to include 2 calendar weeks and generated on a Monday, the report includes data from Sunday to Saturday for the

previous 2 weeks.

• Calendar Months: Includes data from the start of the month to the end of the month (inclusively) for the number of

months selected. For example if a report is set to include 2 calendar months and generated Monthly, the report will include

data for the two prior months.

• Specific Dates (only available for Manual generation frequency): Includes the data for the date range set in the From and

To settings.

Custom day

boundary

Only applies to

the Asset

Summary

Report

Sets the 24-hour time period for each day.

Example of when the Custom day boundary setting would be enabled

Staff reviews the daily Asset Summary Report at 7 AM each morning to confirm no temperature excursions had occurred

overnight. By default, the daily report will include the readings for the previous 24-hour calendar day, which would be from

12:00 AM to 12:00 AM. Since they need to also verify readings from overnight (after 12 PM), the Custom day boundary

setting is needed to be enabled and the 24 hour time period would be set 8 AM to 8 AM to confirm no temperature

excursions had occurred overnight. With this configuration, the daily Asset Summary Report would then include all readings

logged starting at 8 AM of the previous day to 8 AM of the day the report is generated.

Additional consideration: sensor check-in frequency

To ensure reports include all logged readings for the specified 24 hour period, the sensor's Check-in Interval frequency must

be set to 1 hour. When set to 1 hour, all logged readings are sent to OneVue hourly. By default, this setting is set to every 8

hours. When set to a 1 hour Check-In frequency, Primex recommends a sensor is powered by AC or PoE.

6. Add users that are to receive an email notification when a new report is generated. To add a user, from the Add

Users drop-down list select a user and select Add. All users added are displayed.

Setting Definition

Send To When a new report is generated, each user added receives a report notification email and the report is listed on their Dashboard To

Do list.

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7. Add the data that is to be included in the report.

Setting Definition

What (varies by solution &

report type)

This selection identifies what the report will include. What's displayed will vary based on the report type selected.

The report type selected is based the OneVue solution deployed at your facility.

To add items to the report, select the options available from the drop-down list and repeat as required. The table

will list what's included in the report.

• OneVue Sense: add Monitored Assets.

• OneVue 72MHz Sync: add Transmitters.

• OneVue Bluetooth Sync: add Bridges, Clocks, and Repeaters.

• OneVue Notify with Critical Notifications: add InfoBoards and Transmitters.

• OneVue Notify with Bell Scheduling: add Bell Controllers and Zones.

If a Business Unit or Location is added, all items assigned to the Business Unit or Location are included. If a

Business Unit or Location is a parent to other Business Units, all of its child Business Units or Location assigned

items are included. Adding a Business Unit(s) can simplify managing what's included, eliminating the need to add

single items individually.

Fields to Include The fields to be included in the report and the fields available vary by the selected report type.

Sort By

Not available for all

Report Types

The single field report data is sorted by

Group By

Not available for all

Report Types

The single field report data is grouped by. The report is grouped in sections by the field selected and the sections

are sorted alphabetically in ascending order.

States to Include

Only applies to Asset

Summary Report and

Monitored Asset

Exception Report

Sets the Monitored Assets to be included by their State for the report time period. By default, Normal, Warning, and

Alarm are selected which indicates Monitored Assets in all three state will be included in the report. To exclude a

state, deselect its checkbox.

8. When done, select Save.

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Archive a report profile

When you no longer want a report to be generated, the Report Profile must be set to archived. When set to archived, the

Report Profile does not generate reports and all of its historical reports are located in the archived reports view.

1. Go to Reports > Active.

2. From the list, select the Report Profile Name link of the Report Profile to be archived. Its profile is displayed.

3. From the bottom menu, select Archive Report Profile & Report History.

The report profile is archived and its history reports are available in the archived reports view. To view archived

reports, go to Reports > Archived.

Page 31

Technical Support

You may require technical support when you have questions about product features, installation and configuration, or

troubleshooting. Support services are delivered in accordance with your organization's support agreement, end user

licenses agreements, and warranties, either with a Primex Certified Sales and Service Partner or directly with Primex.

Support through Primex Certified Sales and Service Partners

Ensuring our customers experience excellent service is of utmost importance to Primex. Our network of Certified Sales

and Service Partners offer technical support services for Primex products.

If you have purchased Primex products or have a service agreement with a Primex Partner, they are your primary

contact for all Technical Support inquires.

When contacting Technical Support

Make sure you have satisfied the system requirements specified in the product documentation. Also be at the

computer or device on which the problem occurred, in case it's necessary to replicate the problem.

Please have the following information available:

• Customer ID/Account Name

• Problem description/error messages

• Device hardware information

• Troubleshooting performed

Primex Technical Support

Hours: 8:00 AM to 5:00 PM CT, Monday through Friday

Phone: 1-262-729-4860

Email: [email protected]

Web: www.primexinc.com/support

Page 32

http://www.primexwireless.com/support/

Documents

Administration Guide › pdf...About managing report profiles Reports are generated by Report Profiles. A Report Profile is configured with custom settings and a report type. You must