Version 2.
Contents About This Manual ................................................................................................................................... 1 1.0 Introduction.................................................................................................................................. 1 1.1 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.1.1 1.1.2 2.0 Web Browsers . . . . . . . . . . . . .
3.6 Customer Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 3.6.1 3.6.2 The Scale List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Customer User Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 3.7 Batch Printing . . . . . . . . . . . . . . . . . . . .
About This Manual This manual is intended for use by scale or lab technicians responsible for installing and using certificate retrieval systems (CRS). 1.0 Authorized distributors and their employees can view or download this manual from the Rice Lake Weighing Systems distributor site at www.ricelake.com.
1.1 System Requirements 1.1.1 Web Browsers The HTML produced by the CRS system is intended to be compliant with industry standards. Any non-standard HTML rendered by the administration system or default template pack should be reported to CRS.support@ricelake.com. Custom templates may not provide standardized HTML due to design restrictions or customer requests. Whenever possible, CRS makes every attempt to produce HTML that is visually appealing, functional in design, and compatible in all browsers.
2.0 CRS Administration There are a few key concepts to understand when using a web-based application. A web-based application allows users to access it from any internet capable computer. With CRS this means it can be accessed by any of your technicians, administrators or customers from nearly any computer, without the need to load any special software locally (excluding the use of the PDA application). However, web applications work like web pages.
2.2.2 NIST Info NIST numbers must be added to the system to help identify weights for certification. Add each device class of the scale you will be testing with the system. Figure 2-7. Add a Device Class Page 2.2.4 Figure 2-4. NIST Certificate Information Page To add NIST certification, 1. Select NIST Info under Admin on the navigation bar. 2. Click the Add NIST Cert button. 3. Enter the NIST Certificate Number, Calibration Date and the Recal Date. 4. When finished click the Save NIST Cert button.
2.2.5 Trucks 2.2.6 Test trucks are added to the system to support the truck scale module, but can also be used by the industrial module to group test weights. User Admin An administrative user is one who has privileged access to the system and is used for all backend a d m i n i s t r a t i o n . Yo u w i l l n e e d a t l e a s t o n e administrative user for backend/front-end administration. To add or edit administrative users, 1. Select User Admin under Admin on the navigation bar. 2.
Figure 2-13. Update User It may also become necessary to remove users when they are no longer allowed access to the system. If you are deleting a user, 1. Select the user and point and click the Edit hyperlink. 2. Click the Delete button. Figure 2-15. Add a Technician Page From this screen you can also edit existing Technicians. 1. Select the technician and point and click the Edit hyperlink. Figure 2-16. Technician Information Page Figure 2-14. Delete User 2.2.
2.2.9 Final Environmental Conditions This is section is used on the PDA for a selection of available types of environmental conditions. Figure 2-20. Device Type Information Page Figure 2-18. Final Environmental Condition Info Page 1. Select Final Env. Conditions under Admin on the navigation bar. 2. Click the Add Final Env. Conditions button. 3. Enter final conditions name. 4. When finished click the Save Final Env. Condition button. 2.2.10 To add scale conditions, 1.
1. Select Locations under Admin on the navigation bar. 2. Click the Add Location button. 3. Enter location name. 4. When finished click the Save Location button. Figure 2-23. Add a Dealer Location Page 2.2.13 Forms The form page is the calibration form that will be used for CRS. The forms designs are setup by CRS but this allows for specific data to be entered on the forms. See section 8.0 on page 22 for examples. 1. Select Forms under Admin on the navigation bar. 2. Click the Add Form button. 3.
2.2.16 Custom Device Fields 5. When finished click the Save Custom Cert Field button CRS allows for custom fields to be prompted on the PDA. The custom field page allows for data to be entered on PDA. Figure 2-31. Add a Custom Cert Field Page 2.2.18 Figure 2-28. Custom Device Field Information Page To add custom fields, 1. Select Custom Device Fields under Admin on the navigation bar. 2. Click the Add Custom Device Field button. 3. Select Device Type from drop down list. 4.
2.3.1 Company Information Customer companies need their certifications to be at their fingertips. As a result CRS maintains data on a per company basis. This data includes scale data, users and the certificates as well as basic company information. To create a new company, 1. Select Customer on the navigation bar. 2. Click the Add Customer button. The Add a Company Page form appears. 3. Complete form.
5. Select the Customer group and click the Select button. The popup will disappear and the administrative group will now show in the user's group list. 6. Click the Save button to save the new user. Test the new user by logging in as the user you just created. If the new user can log in successfully through the front-end and can view the correct company's information, then it is configured correctly. It may be necessary to modify existing users if mistakes are made or as information changes.
3.0 Front-End Administration 3.3 Add/Edit Company There is a significant difference between what information is available for manipulation between the front-end and the backend of CRS. The backend administrative panel is for general configuration of CRS and entering of critical data. The front-end is for day-to-day operations by the customers and data entry personnel. This is why the front-end has a much smaller number of functions.
3.6 Customer Data 3.6.1 The Scale List Within the Customer list it is easy to view the list of scales for the company. Simply click the company name and the scales list will be displayed. From this view it is possible to edit a variety of company specific information. The dropdown box list of your company names is used to switch to other companies without having to return to the customer list. To modify a scale in the list, 1. Select the scale ID and point and click the Edit hyperlink. 2.
4.0 Customizing Front-End Administration The front-end of CRS can be customized to fit in with your website. Most layout changes are affected by changing the cascading style sheet page for CRS. CRS uses templates for its pages and these templates may also be modified to provide additional content. However, care must be taken to not change any of the CRS tags that tell the template engine how to handle and display data. 4.
5.0 CRS-Link CRS-Link is the Windows based application responsible for loading scale data onto PocketCRS devices and reading certificate data. The program also downloads data from the CRS server, and uploads completed certificate data. 5.1 Installing CRS-Link Before installing the application, it is important to have Microsoft ActiveSync 4.5 and Internet Explorer 6 installed on your computer. Microsoft ActiveSync 4.5 is available for download on Microsoft.
3. Select the customers to send to the PDA and click the Add button. The customer is moved to the bottom list. To return the user to the top (and not include the customer on the PDA) use the up arrow button. NOTE: The search box at the top can be used to filter the company list to find the customers easier. 4. Click the Send to PDA button. A warning is displayed, reminding you to ensure the PDA is connected to the computer and ready to communicate.
6.0 Using PocketCRS PocketCRS is the PDA application used by technicians to record calibration data while the procedure is performed. PocketCRS is designed to allow the technician to collect all data required by an ISO certificate and store it on the PDA until it can be connected to a computer to upload using CRS-Link. When PocketCRS is started, a drop-down box listing all customers installed on the PDA is available. When a customer is selected, the scale inventory for that customer is displayed.
6.1.5 Test Result Screen When the preload or final test readings have been entered, this screen is displayed to select the pass/fail result of the test. Each reading is displayed in the list at the bottom, and the error is calculated. Ensure the pass/fail reading is correct and click Next to continue. If the scale is within the customer's application requirement, check the Within Customer's Accuracy checkbox.
Click the OK button on the pop-up window to return to the scale list and perform another calibration. Figure 6-8. Scale Calibration Complete Screen 6.2 Removing PocketCRS When CRS releases software updates for PocketCRS, each PDA in use must be updated. To do this, perform the following tasks: 1. Open Microsoft ActiveSync by double-clicking the icon in the system tray. 2. Select Tools->Add/Remove Programs from the ActiveSync Menu bar. 3.
7.0 7.1 • • • • • • 7.2 Frequently Asked Questions What are the certificate history functionality changes? 7.3 The certificate information page will only display the most recent certificate version. The version column is removed from the Certificate Information page. Generate New PDF is available again on the certificate information page. A History hyperlink is available when logged in as an administrative user.
7.6 Should I install PocketCRS on the device? It is recommend to install PocketCRS on the actual device. This way if the flash memory card is removed or damaged you can replace it and still run the software without having to reinstall. 7.7 What are the differences between the cert delivery preferences? When creating or editing a company there are four options for certificate delivery. Use the table below to select the best method.
8.0 8.1 Appendix Certificate of Calibration Samples Customer: Address: City, State Zip: Leanne Co 8400 E Riverside Belvidere, ILLINOIS 61111 Indicator Mfg. Robinair Indicator Model 40153 Indicator Serial 1231345kj; Test Interval 90 Days Certificate ID: ISO Number: Date Base Mfg. N/A Base Model N/A Base Serial N/A Base Dimensions Cal Date 11/7/2007 Due Date 2/5/2008 Procedure QWI 5.5.1 RF RADIO N/A 121212123L070711 ISO/IEC 17025 A2LA #2039.
Customer: Address: City, State Zip: A - Z Materials 123 Main St. Rockton, ILLINOIS 61072 Indicator Mfg. GSE Indicator Model 465 Indicator Serial 200125 Test Interval 6 Months Certificate ID: ISO Number: Date Base Mfg. Rice Lake Base Model OTR Base Serial 3Z4Q Base Dimensions N/A Cal Date 11/15/2007 Due Date 5/31/2008 Procedure QWI 5.5.1 CLC 90000 12345004071511 ISO/IEC 17025 A2LA #2039.
Customer: Address: City, State Zip: 123 Chemical Co. P.O. Box 123 123 First Ave. Atlanta, GEORGIA 30042 Indicator Mfg. N/A Indicator Model Ind. Model Indicator Serial 6 Test Interval 6 Years Weight value lbs Certificate ID: ISO Number: Date Base Mfg. N/A Base Model N/A Base Serial N/A Customer Scale ID 6 Cal Date 11/12/2009 Due Date 11/12/2015 Procedure Sp.1 Test N/A 6091211 ISO/IEC 17025 A2LA #2039.
8.2 Balance Service Report Customer: Address: City, State Zip: 123 Chemical Co. P.O. Box 123 123 First Ave. Atlanta, GEORGIA 30042 Indicator Mfg. Sartorius Indicator Model QC7DCE-S Indicator Serial 1231231231231 Test Interval 30 Days scale tolerance yes Certificate ID: ISO Number: Date Base Mfg. N/A Base Model N/A Base Serial N/A Customer Scale ID xxx Weight value yes Cal Date 11/23/2009 Due Date 12/23/2009 Procedure Sp.1 Test yes 1231243124123092311 ISO/IEC 17025 A2LA #2039.
8.3 Certificate Delivery Preference Email Example From: Sent: To: Subject: Attachments: Friday, October 15, 2010 11:01 AM New Certificates have been approved. Certificate5.pdf; Certificate6.pdf Dear Company, Thank you for the opportunity to service your scales. You are receiving this email because recently scale(s) 12345, 333444, Test 123, 654321, 125678, 1212121212 had a calibration performed. For your convenience, we have attached a copy of the actual certificate(s).
8.4 Certificate Delivery Preference Download Example From: Sent: To: Subject: Tuesday, October 12, 2010 2:09 PM New Certificates have been approved. Dear A - Z Materials, Thank you for the opportunity to service your scales. Recently scale(s) 005, 001 had a calibration performed. Calibration certificates are now available through our Certificate Retrieval System (CRS). Using your web browser, you can access your certificates by going to http://www.crscerts.com.
8.5 Certificate Delivery Preference Paper Copy Example From: Sent: To: Subject: Tuesday, October 12, 2010 2:09 PM New Certificates have been approved. Dear Rice Lake, Newly approved calibration certificates are now available through the Certificate Retrieval System (CRS) for RLWS Company. This is a simple reminder that this customer would like a printed copy of their certificates mailed to them. Thank you for using CRS. If there is anything else we can do for you, please let us know.
Software Warranty Statement Rice Lake Weighing Systems (RLWS) warrants that (a) the software will perform in accordance with the accompanying printed materials for a period of ninety (90) days from the date of receipt. And (b) any hardware accompanying the software will be free from defects in materials and workmanship under normal use and service for a period of one (1) year from the date of receipt.
30 Certificate Retrieval System User’s Guide
PN 115105 01/11
