MTR Documentation and Product Support Videos

What is the MTR Dashboard Calendar and how does it work?

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MyTechReports Calendar and Daily Summary

The Calendar feature provides a comprehensive overview of all the reports completed on a specific day. For employee users, the Calendar will display reports associated with their respective accounts, while Admins will have access to all account activity.

At the top of the Calendar, you will find two drop-down menus:

The left drop-down menu displays a list of all users in your MTR system. As an Admin, you can select a user to exclusively view their calendar activity.
On the right side, you can select a year and month from the second drop-down menu and click Apply. This will load the account activity for the selected month.

When a range is added to the reports, MTR will colorize them for better visualization. A green report icon signifies that all results were within the designated range, while a yellow icon indicates that at least one result slightly deviated from the specifications. A red icon highlights highly out-of-spec results, and a gray icon signifies that no ranges were added to the report.

The total number displayed reflects the overall count of submitted reports.

Once you click on the Daily Summary, it will populate with reports from the selected day. The Severity category will be color-coded as green, yellow, red, or gray, as explained above. The total number of each result range is displayed at the top of the Daily Summary.

In the Customer Report section, under Daily Summary, you will find information such as the report type, customer name, unit name, and completion date/time. To view a specific report, simply click on its name, and a popup will appear, asking for confirmation to proceed.

On the right side, under the Status section, you can easily determine whether a report has been approved or is still in draft mode.

Log Reports

Log Report

The Log Report has been specifically designed to replace the traditional 'hourly rounds' log sheet. By creating a Log Report, you can easily collect and record any datapoints that you or your end user deem necessary for their log. You have the convenience of using either the MTR website or the mobile app to efficiently input and store this data. To see how it's done, take a moment to watch the Log Report tutorial below.

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Corrosion Coupon Reports

Corrosion Report

For more than a century, corrosion coupons have been the go-to method in the industry for gaining insights into corrosion, erosion, and pitting issues within your system, machine, or building. However, interpreting the data collected from these coupons can often be misleading. That's where MyTechReports comes in. Our innovative platform simplifies the process of calculating corrosion and erosion, making it quick and effortless. Start by inputting the starting date and weight in your report, and three months later, after pulling, cleaning, and weighing the coupons, input the final data. MyTechReports instantly generates comprehensive results, giving you the opportunity to include photos, attach lab reports, and effectively explain the significance of the findings to your customers. To see how it's done, take a moment to watch the Corrosion Report tutorial below.

corrosion1 corrosion2

Legionella Report

The safety concerns surrounding water and Legionnaires' Disease have always been a significant issue. In 1976, during the first major outbreak that gave the disease its name, 182 members of the American Legion were infected, and tragically, 29 of them lost their lives. Since then, numerous industrial measures have been implemented to minimize the risk of exposure to Legionnaires' Disease. MyTechReports provides a comprehensive platform that consolidates all the regulatory requirements, allowing you to effortlessly correlate ORP readings to CFU counts and compare them to historical chlorine levels. With MyTechReports, you can have peace of mind knowing that you are fully protected, your team has diligently fulfilled their responsibilities, and your clients can trust that safety measures have been meticulously executed and communicated. To get a better understanding of how it works, take a moment to watch the Legionella Report tutorial below.

What is the Worklist and how does it work?

The MTR Worklist has three functional elements to it:

Completed Reports
Pending Reports
Late Reports

To get a better understanding of how it works, take a moment to watch the Worklist tutorial below.

Pending Reports

Pending reports are reports that have been assigned to a specific user. When the user logs into their MTR account, the Pending List displays the number of reports that are due by the end of the current month. MTR scheduling operates on a monthly schedule, allowing each report to be completed once per day at most.

Only Service Reports can be scheduled and shown in the Pending Reports section.

Any Pending Reports that are not completed by the end of the month will automatically be transferred to the Late Reports list.

To gain a better understanding of how it works, take a moment to watch the Worklist tutorial below.

Late Reports

Late Reports are reports that have not been completed within the assigned month or have expired.

When you finish a Late Report, it is automatically assigned to the last available day of the month it was originally due.

You have the option to configure the Report Template to receive notifications when a Pending Report becomes a Late Report directly from the Dashboard.

To gain a better understanding of how this process works, take a moment to watch the tutorial on Worklist below.

What is the Report Approval Lifecycle?

The Report Approval Lifecycle empowers Admins, Supervisors, and Managers to meticulously review reports submitted to the MTR system before sending them to customers. The process is straightforward. Instead of directly forwarding the report email to the customer, it is first sent to a designated individual for meticulous proofreading and final approval. If the approver gives the green light, the PDF is promptly attached to the email and dispatched. However, if the report is rejected, the writer must gather feedback to establish clear objectives that the field representative can meet. Then, the report must be resubmitted for approval.

Another option is to elevate a report to a supervisor or manager. This effectively submits the report to the manager for their valuable input or modifications. If the manager is satisfied with the changes made and the overall report, they can then forward it to the field representative. Importantly, the report retains the original author's contact information and does not display the manager's contact details. If the manager is still not satisfied, they may make further alterations, save the report, and inform the author to proceed with their submission.

How to Approve Reports

Within MTR, you have the power to implement a mandatory approval process for reports before they are sent to the customer. Even the most meticulous of individuals can unintentionally mark an email as read or accidentally delete a notification. These things happen. That's precisely why we have introduced the Requires Approval section to the MTR Dashboard. This feature allows you to conveniently review any reports that you have the authority to approve. While admins possess unrestricted viewing privileges, managers can only access accounts assigned to them.

Once you grant approval for a report, it will be dispatched to the customer with the credentials of the original authors, rather than those of the approving person.

Service, Log, & Coupon Trending

Easily track and analyze Service, Log, and Coupon trends with MTR. When you arrive at the Trending page, simply select the customer and unit you're interested in.

Then, choose your preferred date range and the system and test you want to analyze.

Export the Charts and Trends to PDF or Excel by clicking the buttons in the top right corner of the window.

Additionally, if you need to export a single chart or graph, click on the three stripes icon in the top right corner of that specific chart and select the export format that suits your needs best.

Inventory Trend Charting

Effectively tracking and analyzing inventory consumption is crucial for gaining insight into account performance and pricing. With MTR, effortlessly select the desired customer and unit to view inventory details, choose the date range for data retrieval, and select the specific inventory metric to trend. The dynamic trending chart will provide a comprehensive overview of inventory levels within the specified date range, breaking it down into daily and weekly consumption. Export this insightful graph as raw data in PDF or Excel format, or simply click on the three stripes icon to instantly download the image.

System History Report

The System History Report is specifically designed to identify any discrepancies within an account and neatly categorize them into three distinct groups:

- Red: Significantly out of specification

- Yellow: Slightly out of specification

- Green: Within specification

To streamline your search, you have the option to narrow down the graph by system type and test type. Once you find the desired data, you can easily add your own notes and export it as raw data in either PDF or Excel format.

Water Meter Trend Charting

With the Water Meter Trend Chart, you can easily monitor and analyze your water consumption for any selected period. Break down your usage into daily, weekly, monthly, and yearly categories, allowing for a comprehensive understanding of your water usage patterns.

By default, the chart displays data from the last 90 days, but you have the flexibility to adjust the date range to gain deeper insights into your consumption trends. Once you are satisfied with the data, you can effortlessly export it to PDF or Excel formats as raw data. Additionally, the option to export any graph is available with just a click, ensuring you can save and share your insights effortlessly.

Upgrade your water management strategy with our intuitive Water Meter Trend Chart, and make informed decisions about your consumption habits.

Customer List

The Customer List is your one-stop destination for managing all your customer accounts – whether they're Active, Inactive, or still Prospects.

Adding or removing customers from this list is simple, yet removing a customer requires a few extra steps. You'll need to delete any associated reports, templates, and units first. This added complexity is by design, ensuring that the deletion of a customer and their data isn't done hastily or by mistake.

Prospective customers have a place here too. These are the accounts you're in the process of securing. Our Prospect customer feature lets you set up an account without the need to link it immediately to a specific user.

Should you find any accounts marked with a strikethrough, those are your deactivated customers. Reactivating them is straightforward: hit the edit button, check the "This Account is Active" box on the upper right, and save. This action will bring the customer, along with their units and report templates, back into active status.

Customer Groups

Customer Groups serve as a way to categorize individual customers under a specific label, be it a geographical region or a designated user.

To initiate a Customer Group, navigate to the Tools Page, select Customer Groups, and then click on the Add button. Assign a name to your group, followed by selecting the desired customers from the 'Select Customers to Add' dropdown menu to include in your group. Each customer you incorporate will appear on the right-hand side under 'Customer Count,' providing a tally of the added accounts.

It's mandatory to furnish a Description for your group. This description could detail the identity of the user the group is allocated to or the geographical area the group encompasses. The decision is up to you, but remember, including a description is compulsory.

Please note: By default, any accounts incorporated into a group are classified as a Secondary user. After assigning the group to a user, you have the discretion to adjust user permissions to either Primary or Secondary within the Tools > Users > Edit Employee dialogue box.

Employee Users

Employee users are members of your organization for whom you've procured MTR access, and who are tasked with crafting and uploading reports to the MTR platform.

While their visibility is confined to assignments earmarked for them, they nonetheless possess the capability to:

- Incorporate New Customers

- Add Various Units

- Create Templates

- Design Panels

- Conduct Tests

- Identify Corrosion Types

- Register Operators

- Generate Charts and Graphs

- Compose Reports via Web or App

- and a plethora of other functionalities...

The scope of employee accessibility is governed through our User Groups permissions framework. For a comprehensive guide on this, please refer to the tutorial located below.

Operator Users

Operator users are designated individuals granted the privilege to gather and input data into MTR. They have the convenience of using either our web interface or mobile app to upload their findings, images, and activity logs.

The use of MTR by Operators is complimentary, eliminating any usage fees. Therefore, you are encouraged to assign as many operators to your sites as needed without concern for additional costs.

However, Operator privileges are specifically tailored; they are authorized to compile reports only for the areas they have permission to access. The creation of new customer profiles, units, or the design of report templates is beyond their scope of capabilities. Their access is confined to certain areas within MTR, a restriction that can be adjusted by modifying Operator permissions in the User Groups section.

Should you decide to remove an Operator, rest assured that the data they've contributed will remain intact within MTR. Deleting an Operator simply detaches them from the account, leaving their data untouched and your ability to reassign roles as necessary unhampered.

Client Users

In the MTR ecosystem, Client Users take on the role of viewers exclusively. This designation limits them from altering or entering data within the MTR system.

There's no cost for Client Users, provided there’s at least one active paid MTR subscription.

Nevertheless, Client Users are empowered to produce Trending Reports and have the ability to view, download, and forward these reports straight from the MTR platform. It’s crucial to understand, however, that they are not authorized to make any changes.

Manager Users

Manager roles within MTR are uniquely structured compared to other roles. These managers are linked to other users, effectively gaining access to the accounts those users own.

Unlike typical users, managers don't directly possess individual accounts. Instead, they have comprehensive access to the accounts of the users under their supervision. This enables managers to oversee user accounts, monitor activities through reports, and even author reports when necessary.

Admin Users

Within MTR, admin users wield unparalleled powers, navigating the system with absolute freedom. Their capabilities range from incorporating new customers, units, and templates to creating users, tests, panels, and beyond.

In the realm of MTR, the prowess of an admin is boundless, leaving no room to limit an admin's permissions.

User Groups

User Groups empower you to select from an array of user roles and permissions, including:

- Admins (Immutable)

- Managers

- Employees

- Operators

- Clients

With each user category listed, you have the flexibility to modify almost all associated permission levels as per your needs.

Further, the platform enables the creation of new user categories, allowing you to tailor permissions for these custom groups. This feature is particularly advantageous for recognizing employees who have demonstrated their competence, knowledge, and reliability in managing MTR tasks.

How to use Tests

At MTR, tests are the cornerstone of our approach to making MTR easy to use. As you embark on your onboarding journey, we'll begin with examining your Test List. It's crucial to ensure that every potential test you might conduct is accounted for in this list. Should you find a test absent, simply navigate to Tools > Tests and hit the 'Add' button. You'll then be prompted to name your test and choose its type:

- Basic: This test type involves simple numeric input.

- Calculated: A more complex test that derives its results from several variables.

- Multiple-Choice: Offers the flexibility to define a range of variables, allowing users to select from the provided options.

After selecting the type of test, you'll be guided to specify the Output Format. This step is vital for capturing the precise figure and displaying it correctly, including rounding calculations to a limited number of decimal places.

To finalize the addition of your test, click 'Add'. Your test is now ready to be utilized within any Panel of your choice.

How to use Panels

Panels serve as comprehensive inventories of tests, each offering a unique mechanical insight. Take, for instance, the task of evaluating a Softener; this would encompass a suite of tests reflective of the softener's performance, including:

- Conductivity

- pH

- Hardness

- Iron

- Chlorine

In essence, a Softener Panel is a curated collection of tests tailored to assess the specific mechanical device in question.

The creation of a Panel is highly recommended to be as inclusive as possible, capturing every conceivable test relevant to the system in question. It's prudent to error on the side of inclusion, incorporating tests even if their necessity might only arise annually. This approach ensures preparedness for any scenario, eliminating the risk of being caught off guard.

Each Panel allows for the customization of test parameters, including the establishment of test ranges, the specification of corrective measures for results that deviate from the expected norms, and the personalization of calculations directly within the template. This level of customization streamlines the process, offering significant time savings when integrating the panel into your reporting framework.

The training segment of your integration with MTR delves deeply into the significance and utility of MTR Panels, highlighting them as crucial to leveraging the full potential of MTR in your reporting endeavors.

How to use Corrosion Types

Corrosion Types empowers you to implement a unified, company-wide approach to managing corrosion coupons from your chosen supplier. The calculation of corrosion is influenced by various factors, including:

- Coupon Metallurgy

- Date of Insertion

- Initial Weight

- Date of Removal

- Final Weight

With MTR, streamlining this process is effortless. Simply input the name of your corrosion coupon, its metallurgy, and its square surface area to establish the coupon's constants.

As you proceed, upon deploying a coupon, generate a report and document the date and weight at insertion. After saving your report, once the coupon has been retrieved, you can record the removal date and weight. MTR automates the corrosion assessment, generating a PDF report for client distribution and updating the MTR dashboard with the results.