Unify - Fuels & Lubricants Set-Up - Settings Menu

This article covers the following topics:

• Fuels and Lubricants - Settings Menu

• Distributor Tab - Details Page

• Operations Tab - Level Thresholds Page

• Creating a New Product

• Editing an Existing Product

• Deleting an Existing Product

• Creating a New Vessel

• Editing an Existing Vessel

• Deleting an Existing Vessel

• Adding a New Tank Category

DISTRIBUTOR DETAILS

A new field has been added to the Distributor Details Tab called Product Groups, selecting the relevant Product Groups will activate additional functionality within Unify.

Existing Customers will have LPG pre-selected, selecting Fuels and Lubricants from the dropdown list will add this product group to this distributor, once selected, the relevant screen adjustments come into effect, allowing the user to adjust the Settings pages.

The Following three (3) pages are amended to ensure fundamentals for F&L are in place:

• Products (within the Distributor Tab)

  

• Thresholds (within the Operations Tab)

• Vessels (within the Operations Tab)

THRESHOLDS

Thresholds are set per Product Group, these are the default threshold levels that will be applied during a new deployment, the user will still have the opportunity to change the thresholds for each deployment. 

The default levels is the Distributors "preferred" levels and should be applied to the majority of tanks within that Product Group.

As can be seen in the screen shot above, this customer has LPG as well as Fuels and Lubricants, the user therefore has the ability to set default threshold levels for each group.

During the New Deployment process, the User will indicate whether the tank will be LPG or F&L and the system will retrieve the relevant default from the settings screen.

PRODUCTS

INTRODUCTION

Identifying the product stored in the tank is not only important for reporting and control purposes but critical for the calibration process.

Each F&L Product has a Specific Gravity (SG), the SG is generally known by the distributor, but if not, a generic SG is easily obtainable via an internet search. The SG of a fluid is stated at a specific temperature as a ratio to fresh water at sea level. 

CREATING PRODUCTS

Creating a list of Products with their Specific Gravity provides a default product list to be available for your users and streamlines the New Deployment Process.

EDITING / DELETING PRODUCTS

It is important to keep the Product List Updated to ensure the details in the list are accurate. Updating Specific Gravity or Product Names helps maintain relevant information accurate for users.

In the same way, deleting unused Products, reduces the risk of users selecting incorrect products. Important to note that any Product in use on an active tank cannot be deleted. 

CREATING A NEW PRODUCT:

1. Type the new product's NAME.

2. In the PRODUCT GROUP, select the option FUELS & LUBRICANTS.

3. In the PRODUCT TYPE, select the type/category in which your NEW PRODUCT falls into, for example:

• Diesel (on road);

• Gasoline;

• Lubricant 15W40;

• Diesel Exhaust Fluid (DEF);

• Etc.

4. (OPTIONAL) - You can add any notes relevant to this new product on the DESCRIPTION section.

5. The SPECIFIC GRAVITY, is automatically completed based on the Product Group selected, however, this can be manually amended if required.

6. (OPTIONAL) - If your company uses a reference code number for this product you can add it on EXTERNAL REFERENCE section.

7. Click on CREATE to upload the new product to the Platform.

EDITING AN EXISTING PRODUCT:

1. Clicking on a product from the existing product list will open the Edit Product Page.

2. Edit the product details as needed (for example: product description; product specific gravity; etc.).

3. Click SAVE to upload these changes to the platform.

DELETING AN EXISTING PRODUCT:

1. On the EDIT PRODUCT Page, click on DELETE PRODUCT to erase the selected product from the platform.

2. The Platform will ask you to confirm before proceeding to delete the product selected. Click DELETE to confirm.

NOTE: If products are in Use on existing Tanks - those CANNOT be deleted.

VESSELS

INTRODUCTION TO VESSELS

Tank Shape and Dimensions are critical to the calibration process for F&L.

Once we select the shape and dimensions (adjusted for inner dimension (bunded, false bottom, etc. if applicable)), we can create a strapping chart that correlates inches of water to gallons of liquid.

Creating vessels within settings in Anova Unify allows the User to create a library/database of Vessels/Tanks for future use. Once created, the Vessel/Tank is a pre-defined option with the Capacity, dimensions and shape of tanks available for use in deployment.

CREATING A NEW VESSEL:

Click on the NEW VESSEL button on the top right corner of the screen.

On the New Vessel page that opens, you will note compulsory(*) and optional fields:

1. Name - Create a name for your Vessel (it is important that the Company agreed naming convention is adhered to, so that all users understand the Vessel details).

2. Product Group - the system will display the company's Product groups selected in Settings (if the company only has one product group this will be pre-populated). Select the product group in which this vessel will be used.

3. Manufacturer - if the manufacturer of the tank is known, the Name is entered in this field.

4. Model - if the tank Model number is known it should be entered in this field.

5. Shape - Select the relevant shape of the tank from the drop-down options, this will expand the page showing you an image of the tank and fields to enter the Dimensions. 

6.  Dimensions* - Dimension requirements differ based on the tank shape selected. The Diagram labelling will guide you when entering the Tank Dimensions, by highlighting the Relevant label when your cursor is within that Dimension field.

7. Capacity* - once the dimensions are entered, the system will calculate the Capacity of the tank.

8. Adjusted Capacity* - if the user does not agree with the Capacity calculated by the system, and they are happy that the Dimensions are correct, they can adjust the capacity of the capacity of the tank by activating the adjusted capacity Button and entering the expected capacity.

     * Adjustments may only be lower than the calculated capacity *

     ** Using the adjusted capacity overrides the calculated capacity and this is the value that will be carried forward for new deployments **

Once complete, click on "Create Vessel" on the bottom right of the screen.

EDITING A VESSEL

Created vessels are stored under the Vessel Tab in the Operations Tab of Settings.

• Select the vessel that requires editing by clicking on the vessel from the list available. This will open the Edit Vessel Page.

• All fields are available for change.

• Once relevant Changes are made, click on Save to update the vessel.

DELETING A VESSEL:

It is important to note that if a vessel is in use as part of a deployment that it cannot be deleted, only vessels that have not been included as part of a deployment can be deleted.

• Select the vessel that requires deleting by clicking on the vessel from the list available. This will open the Edit Vessel Page. 

• Click on Delete Vessel (in red) on the left side of the Edit Vessel page.

• Once relevant changes are made, click on Save to update the vessel.

TANK CATEGORIES

A Tank Category allows the user to define default level thresholds for Tanks based on, for example:

• the usage rate consumption (if it's a group of high usage Tanks or Low usage Tanks).

• the type of product being consumed (different products could need different level thresholds).

ADDING A TANK CATEGORY:

1. Select the SETTINGS Menu. Click on the Operations Tab and select the Tank Categories Page. On the top-right corner click on the NEW TANK CATEGORY Button.

2. Insert the name of the new Tank Category.

3. Select the Product Group the new Tank Category will apply to (only one product group can be selected).

4. (OPTIONAL) Select the type of product(s) this Tank Category will apply to (more than one product type can be selected).

5. Select the desired level thresholds for this Tank Category. Four values must be selected:

          1 - Overfill Level Threshold

          2 - Warning Level Threshold

          3 - Critical Level Threshold

          4 - Very Critical Level Threshold

6. Click NEXT button to proceed to Section 2 - Tank.

7. (OPTIONAL - ONLY FOR F&L) Select the Type of Vessel this Tank Category will apply to. NOTE: The Type of vessel should have already been created before creating the new tank category.

8. Click NEXT button to proceed to Section 3 - Communication.

 9. Select the Communication Frequency (if it's daily or multiple times a day).

10. If daily, select the Communication interval Start Time and End Time (default Interval: 24 hours; minimum Interval: 1 hour).

11. Click NEXT button to proceed to Section 4 - Confirmation.

12. Confirm all info and finish creating the new tank category.

13. The New Tank Category will appear right after in the Tank Categories Page.

NOTE: When creating a New Deployment, the Tank Category can be selected, and all data related will be filled automatically (level thresholds; vessel; communication frequency).