MTR Documentation & Self Help Videos

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.

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.

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.

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.

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.

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.

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 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 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 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.

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 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.

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 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.

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.

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.

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.

The Product Manager empowers you to seamlessly manage your inventory sources – whether it’s adding new items, updating existing entries, or removing them. These inventory sources could be any inventory you manage, offer for sale, or distribute.

Take for instance, if one of your customers uses a 55-gallon tank specifically for bleach, you can simply add a "55-gallon bleach tank" to your inventory list. This action not only benefits you but also allows other users to access and include this inventory item in their own lists.

Here are a few more examples to consider:

- 275-gallon Sodium Hypochlorite

- 55-gallon Sulfite

- 5-gallon Glutaraldehyde

Remember, before you can report on any inventory items, you must first ensure they're duly added to your inventory sources.

After successfully adding your inventory items, incorporating them into your Unit becomes a breeze. Simply navigate to the Dashboard or Reports page, select the desired Customer, and then the specific Unit. You can then modify any details of the existing unit by clicking the pencil icon located on the right side of the Units window.

The Pump Manager empowers you with the capabilities to effortlessly add, modify, or delete pumps. Before incorporating any pumps into your report, they must first be registered in this section.

To activate a pump you've just added, simply navigate to the dashboard, pick the respective customer and unit. You have the option to introduce a new unit or tweak an existing one, then seamlessly integrate the chosen pumps into the Inventory area by marking the Add Pump checkbox adjacent to each inventory metric you aim to equip with a pump.

The Water Meter Manager streamlines the process of managing your water meter sources, offering the convenience to add, modify, or delete them as needed. Before you can incorporate any water meters into your report, it's essential to first register them in this section.

Once you've successfully added the water meter to your collection, navigate to the Dashboard and pinpoint the specific customer and unit of interest. Hit the 'Edit Unit' option, then proceed to the bottom until you reach the Water Meter category. Here, you'll identify and select the newly added meter. By doing so, the chosen water meter will be seamlessly integrated into the unit and its corresponding report.

The Controller Manager empowers you to seamlessly add, modify, and delete controller sources. Before integrating any controllers with your customers' systems, it's essential to first register the controller source in this section.

Compatible Controller Sources:

- Advantage Controls (API Connection, utilizes WebAdvantage credentials, recommended)

- Walchem (API Connection, you must have a Walchem account)

- Lakewood (Direct IP Connection)

- Prominent (Direct IP Connection)

Steps to Integrate a Controller with an Account:

After successfully listing your controller(s) in the controller directory, you're set to link them with your Customer Unit. Navigate to the Dashboard, pick the respective Customer and Unit, then press the edit unit button (marked by a pencil icon). At the bottom, you'll encounter the Controllers segment. Here, choose the controller you've recently included and finalize your adjustments.

Remember: Assigning a single controller across multiple units is not permissible.

The Quick Phrase Manager empowers you to instantly inject pre-written notes with a single click. Every tap effortlessly populates your chosen notes field with a predefined sentence or paragraph.

Begin by selecting the Add New Category button, where you'll be prompted to name and establish a new category, followed by hitting Add.

Remember, these categories are designed to streamline your workflow by housing frequently used introductions, conclusions, and formulaic replies that match the scenarios they're tailored for. Imagine setting up categories like Opening Statements, Closing Statements, or Closed Loop Low Control Statements, among others.

After setting your categories in place, proceed by clicking on the Add New Phrase button. Here, you'll designate a Category and input the specific phrase you wish to store for future use.

Henceforth, incorporating your stored sentences or paragraphs into your notes will be a matter of a single click.

Note: The system also supports the creation of rich text phrases, enabling you to embellish your saved phrases with bold, italic, underline styling, and even bullet points or numbering for added clarity and impact.

The Checklist Manager empowers you to create, modify, or delete checklist entries for tasks, which can be designated as mandatory in your reports.

Consider the following checklist examples:

- Have you cleaned the pH probe?

- Have you ensured all pumps are primed?

- Have you obtained a signature from the manager or operator?

After integrating an option within the Checklist Manager, you're free to incorporate it into any report template. Simply navigate to the end of the desired report template and select the newly incorporated task. Should you overlook adding any items here, there's flexibility to include custom tasks directly within the report template itself.

Please note: To mandate that users submit a Yes or No response in their report, activating the Checklist feature is required.

The Notification Email Scheduler empowers you to seamlessly add, modify, or discard scheduled emails aimed at specific user IDs, showcasing to the users:

Kickstart the creation of a new report schedule by handpicking the users you desire MTR to monitor. Please note that it’s possible to include numerous users in a single report.

Subsequently, pinpoint the users designated to receive the forthcoming scheduled report.

To wrap it up, cherry-pick the metrics to be encapsulated in the report:

- Current Pending Reports List: Highlights the reports pending for the users, slated for completion by month-end.

- Current Late Reports List: Enumerates the users’ reports that missed the completion deadline in the preceding month and are now overdue in the current month.

- Completed Reports: Catalogs the reports that have been finalized, with the reporting period ranging from one week to one year.

This reporting feature is exclusively automatable to an employee user. You are required to specify the:

- Duration: Would you prefer the reports to be dispatched on a weekly or monthly basis for the chosen user(s)?

- Day: In the event of opting for a weekly dispatch, select the specific day for MTR to send out the report.

- Date: If a monthly dispatch is your choice, pinpoint the exact day for report delivery.

- Hours/Minutes: Determine the precise time for the report to be sent out, utilizing a 24-hour format.

- Time Zone: This will align with your system’s Global Setting.

Email logs unlock the power to revisit any email previously dispatched from the MTR system, covering a broad spectrum:

- Reports Emailed Automatically

- Reports Emailed on Demand

- Reports Emailed According to Schedule

Additionally, this information is readily accessible on the Dashboard. Simply choose the Customer and Unit, then navigate to the Reports List area. Here, scan for the email symbol adjacent to each report entry. Spotting an email symbol indicates it's clickable; tap on it to unveil details such as the email's dispatch time, the sender, and the recipients.

Legionellosis encompasses both the pneumonic form, known as Legionnaires’ disease, and the non-pneumonic form, Pontiac fever. These are types of acute respiratory infections stemming from the Legionella bacterium. The disease garnered its name from a 1976 incident in Philadelphia, where an outbreak occurred predominantly among attendees of a state convention for the American Legion.

At MTR, we're proud to offer a specialized section dedicated to the testing and reporting of Legionella.

Upon initiating a Legionella report within our system, you will be prompted to designate the customer and the specific unit for which this series of tests will be conducted. It's crucial, at the start of your report, to accurately enter the Lab ID where the tests were processed, the collection date of the samples, the individual who collected them, and the test outcomes. Additionally, if deemed necessary, you have the option to enhance the MTR Legionella Report with photographs and a digital copy of the original laboratory report.

Once you finalize and submit your report, a duplicate will be automatically dispatched to your client, and the report itself will be securely archived in the Dashboard Reports section for easy access.

To access Controller Log Reports, you must either integrate with the Advantage Controls API or set up your controllers to email CSV data directly to the MTR system.

For additional details, we invite you to schedule a demo of the MTR system or contact our support team at support@mytechreports.com for further assistance.