rapid test portal user manual...make a selection or change the selection to activate the buttons....

Rapid Test Portal

User Manual

© 2020 Rapid Test Systems

Version Control

Version Number Date Changed by

1 18th November 2014 Nicola Latter

2 26th February 2015 Nicola Latter

3 21st January 2016 Nicola Latter

4 4TH January 2017 Nicola Latter

5 17th August 2017 Nicola Latter

6 18th January 2018 Nicola Latter

7 20th February 2018 Nicola Latter

8 22nd February 2018 Nicola Latter

9 21st January 2020 Nicola Jordan

10 23rd March 2020 Wayne Peters


Table of Contents

Introduction ........................................................................................................................ 1

Subscribe to the Portal ...................................................................................................... 2

Access the Portal ............................................................................................................... 3

Useful Icons ........................................................................................................................ 4

Dashboard .......................................................................................................................... 5

Master Filter ........................................................................................................................ 6

Using the Master Filter ............................................................................................................... 6

Change the Master Filter .......................................................................................................... 8

Master Filter Toolbar .................................................................................................................. 8

Save a Favourite Filter ............................................................................................................................. 9

Apply a Favourite Filter ........................................................................................................................... 9

Change an Existing Favourite Filter ..................................................................................................... 10

Delete a Favourite Filter ........................................................................................................................ 10

Clear all Current Filters .......................................................................................................................... 10

Live Data ........................................................................................................................... 11

Reports .............................................................................................................................. 12

Edit Assets ......................................................................................................................... 14

Permissions ....................................................................................................................... 16

Permissions Manager .............................................................................................................. 16

My Permissions ........................................................................................................................ 20

Configuration ................................................................................................................... 21

Logout of the Portal ......................................................................................................... 22

Troubleshooting ............................................................................................................... 23

1


Introduction

The Rapid Test portal is a reporting tool used in conjunction with the Rapid Test app and the Rapid Test

hardware installed in the switchboard.

RCD test data is uploaded from the Rapid Test app into the portal.

Reports show the RCD test compliance status of businesses and sites.

A subscription is required to use the portal.

2


Subscribe to the Portal

1. Go to www.rapidtestsystems.com.au

2. Click on the link at the bottom of the screen:

3. The page that opens provides details about the different subscription levels, a comparison table and

cost information.

4. Once decided which subscription suits your needs, contact us using either the Contact link at the top

of the page or the Let’s Get in Touch box:

5. A Rapid Test representative will be in touch to further discuss the options.

6. An invoice will be sent to you.

7. Once paid, you will receive an email which provides an access link to the portal.

http://www.rapidtestsystems.com.au/

3


Access the Portal

1. Access the Rapid Test portal from www.assetdata.info

2. A login screen opens.

3. Enter your email address and password as provided.

4. Click on Log me in.

5. The portal opens showing the default ‘Dashboard’ screen.

6. Use the left menu to navigate around the portal.

http://www.assetdata.info/

4


Useful Icons

or Sort the data. Information is sorted dependent upon the type of data in the column e.g.

alphabetically, date order, numerically etc. Note: the column heading must be clicked first to enable the

sort icons. Click on a column heading and appears. Click again and appears. Click a third time

and the sort is removed.

Filter the results. Click on the icon at the top of the required column. Enter a value and choose the

option ‘Starts with’ or ‘Contains’ from the dropdown list. Click Filter. To remove the filter, click on the icon

again. Click Clear.

Drill down to the next level of detail.

Collapse the level of detail.

Navigate through the report pages. Use the forward / back

arrows to scroll. Use the numbers to jump directly to a particular page.

This is displayed in the top left corner of each screen (apart from on the Master Filter

screen). Click this at any time to open the Master Filter.

This is displayed in the top right corner to indicate the number of filters being used at a Business level.

Click to show the filters applied. Click to remove one of the filters. Click Clear All to remove all filters.

Click anywhere outside of the box to remove the pop-up.

This is displayed in the top right corner to indicate the number of filters being used at a Site level.

Click to show the filters applied. Click to remove one of the filters. Click Clear All to remove all filters.

Click anywhere outside of the box to remove the pop-up.

This is displayed in the top right corner to indicate the number of filters being used at a Switchboard

level. Click to show the filters applied. Click to remove one of the filters. Click Clear All to remove all

filters. Click anywhere outside of the box to remove the pop-up.

5


Dashboard

The Dashboard is the default screen once logged on and provides an overview of the following:

• Sites Overdue - Past Rolling 12 Months

All sites that are overdue a test within the last 12 months (left graph).

• Sites To be Tested- Future Rolling 12 Months

All sites that are due to be tested in the next 12 months (right graph).

Data shown is dependent upon individual user permissions. Changing the selection in the Master Filter does

not affect the results on the Dashboard.

1. Click on the blue or red dots on the graph to show sites for a particular month. Red refers to the number

of switchboards. Blue refers to the number of sites.

2. The sites are listed in the box underneath.

6


Master Filter

Using the Master Filter

1. Click on in the top left corner of the Dashboard, Live Data or Reports screen.

Note: The Master Filter icon does not display if already in the Master Filter.

2. The Master Filter screen opens.

7


3. Click on one of the following icons depending on the data required:

4. Use the dropdown arrows next to each filter to select required search criteria.

5. Results display in the box at the bottom of the screen.

6. Click on the required business(s) / site(s) / switchboard(s). Those selected are highlighted in red.

7. Click Apply at the bottom of the screen.

8. The last report type used is automatically displayed. If the Master Filter was accessed from the

Dashboard, the Dashboard displays. Click on either Live Data or Reports from the left menu to view the

required report.

Notes:

• To deselect a business / site / switchboard in the Master Filter, click on it again. This removes the red

highlight. To deselect all, click on Clear Selected.

• If the Master Filter is changed, it is necessary to click Apply before selecting the required report.

Otherwise the data within the report is not updated.

• A bracketed number e.g. (3) within one of the above icons indicates how many businesses, sites or

switchboards have been selected in the Master Filter. The number of filters applied at each level is also

shown on the icon.

• The ‘Apply’ and ‘Discard’ buttons are greyed out if nothing in the filter has changed or if nothing is

selected.

8


Change the Master Filter

1. Click against each dropdown box to remove an individual filter or click in the top right corner

to delete all applied filters.

2. Make new selections and click Apply at the bottom of the screen.

3. Click Discard if changes are not required and the last report used will be shown.

Master Filter Toolbar

There are 4 possible icons available in the top right corner of the Master Filter screen.

The icon only appears once a favourite filter has been saved.

The icon appears once a favourite filter has been applied.

Apply a

favourite filter

Delete all

current

filters

Save a

favourite filter

Make

changes to a

saved filter

9


Save a Favourite Filter

1. Enter search criteria as per the ‘Using the Master Filter’ section.

2. Click .

3. In the pop-up box, enter a name for the filter.

4. Click Save.

5. A brief success message appears in the top right corner and fades away.

Apply a Favourite Filter

1. Click .

2. In the pop-up box, click on the required filter name in the list.

3. This automatically applies the favourite filter.


5. The filter currently being used is indicated in the top left corner.

10


Change an Existing Favourite Filter

1. Apply the favourite filter as above.

2. Make relevant changes to the filter.

3. Click .

4. In the pop-up box, click Yes to confirm the changes.

5. Another confirmation message appears. Click Yes to confirm that the filter will be changed.

Delete a Favourite Filter

1. Click .

2. In the pop-up box, click next to the relevant filter.

3. Click Yes on the confirmation message. The filter is removed from the favourite filter list.


Clear all Current Filters

1. Click .

2. In the pop-up box, click Yes to clear the currently applied filters.

Note: This deletes the current filters applied. It does not delete the saved filter from the favourite filter

list.

11


Live Data

Live Data is a detailed reporting tool using data selected in the Master Filter.

1. Apply the relevant selections in the Master Filter screen. Refer to the section ‘Using the Master Filter’.

2. A detailed report is displayed with the ability to drilldown from Business to RCD level.

3. Drill down, sort and filter the data using the icons available. Refer to the section ‘Useful Icons’.

4. Click to display business, site, switchboard or RCD details. These are displayed in a pop-up

box. Click on the cross in the top right of the box to return to the Live Data screen.

Note: It is not possible to print or export the information on the Live Data screen.

12


Reports

1. Click on Reports in the left menu to expand the list of reports available.

Note: Data in the reports is based on the selection in the Master Filter.

2. Select the required report:

Business Report

This is a summary of the compliance status of a business or businesses including sites and switchboards.

Site Report

This is a summary of the compliance status of a site or sites including switchboards.

Switchboard Report

This is a summary of the compliance status of a switchboard or switchboards.

RCD Report

This is a summary of the compliance status of an RCD or RCDs.

Example report:

13


Report Header

The report header is shown at the top of all reports created from the Reports menu.

It provides information about which filters have been applied in the Master Filter.

Reporting Toolbar

The toolbar is available at the top of all reports created from the Reports menu.

Notes:

• It is not possible to email the reports directly from the portal. Use the ‘Export’ option to create an

Acrobat (PDF) file and email the document.

• It is not possible to drill down, sort or filter the reports.

Scroll through the

pages or manually

enter page number

to view.

Export the

report to pdf,

CSV, Excel….

format.

Zoom in or out

of the report

Refresh

results

Shows how report will

appear when printed.

Click again to return

to normal view.

Print the report.

This opens the

default print

settings.

14


Edit Assets

Editing may not be available as it is dependent upon the individual level of access.

Data in the ‘Edit Assets’ screen is based on the selection in the Master Filter.

1. Click on Edit Assets in the left menu.

2. The ‘Edit Assets’ screen opens.

3. Drill down to the required level of detail.

4. Click on the Edit button next to the required business, site, switchboard or RCD.

15


5. A pop-up window opens. Make the required changes.

Note: Information in the pop-up box differs dependent upon what type of data is being changed.

6. Click on Update in the pop-window to save the changes.

16


Permissions

Permissions Manager

Use this section to control the level of access for individual users.

This option may not be available as it is dependent upon the individual level of access.

1. Click on Permissions in the left menu.

2. Click on Permissions Manager.

3. ‘Types of Permissions’ info is displayed which shows the level of permissions available. Read through the

options available to ensure the correct level of access is assigned in the next steps.

4. Click Next.

17


5. ‘Action selection’ screen is displayed.

6. Choose one of the 3 options:

• Give New Permissions

• Edit Permissions

• Remove All Existing Permissions.

7. Click Next.

8. ‘Specify Users’ screen is displayed.

9. Enter the email address(es) of user(s) to allocate access to or change access. Press enter after each

email address to allow another to be added.

10. Click Next.

18


11. Select the business to grant or remove access to.

12. Drill down to select access by site.

13. Select the required permissions to be granted using the check boxes.

14. Click Next.

15. The confirmation screen opens. Verify the changes are correct.

19


16. Click Finish to complete the changes.

17. A brief success message appears in the top right corner and fades automatically.

20


My Permissions

Use this section to view a user’s own permissions. This is for information only. Permissions cannot be changed

here.

1. Click on Permissions in the left menu.

2. Click on My Permissions.

3. Click on the relevant tab to choose to view permissions by subscription, businesses or sites.

21


Configuration

Use this to make changes to individual settings.

This option may not be available as it is dependent upon the individual level of access.

1. Click on Configuration in the left menu.

2. The following settings screen is displayed:

3. Make the required changes to the email notification settings.

4. Click Save.

22


Logout of the Portal

1. Click on Profile Actions in the left menu.

2. Click on Sign Out.

Note: The portal automatically logouts after 15 minutes of inactivity. The login screen is displayed. It is

necessary to log in again. Refer to the section ‘Access the Rapid Test Portal’.

23


Troubleshooting

PROBLEM

CAUSE

SOLUTION

Forgotten password

Click Password Reset on the sign-

in screen.

Enter your email address to

receive instructions on how to

reset the password.

Error ‘Invalid email address and /

or password’

Incorrect email address and /or

password details were entered.

follow the instructions above for

‘Forgotten password’.

No data or incorrect data showing

in reports.

Incorrect selection criteria.

Check the selection criteria in the

Master Filter and change the

selection.

Automatically logged off the

portal.

This happens after 15 minutes of

inactivity.

It is necessary to login again.

Refer to the section ‘Access the

Rapid Test Portal’.

‘Discard’ and ‘Apply’ buttons are

greyed out on the ‘Master Filter’

screen.

Nothing has changed in the filter

or nothing has been selected.

Make a selection or change the

selection to activate the buttons.

Contact Us

[email protected]

1300 RT 1300 (1300 78 1300)

80 Patterson Road, Bentleigh 3204, VIC

www.rapidtestsystems.com.au

http://www.rapidtestsystems.com.au/

rapid test portal user manual...make a selection or change the selection to activate the buttons....

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