Carmel Equipment Server

Carmel Equipment Server Description

Overview

The Carmel Equipment Server is a website that works in conjunction with the HVAC Equipment Locator mobile app so that you can view and modify all of the equipment information that is synchronized from your mobile phone to the web. Click here to goto the Carmel Equipment Server website.

Details

The Carmel Equipment Server website is accessed using this URL: http://www.carmelsoft.com/EL. It allows users of the HVAC Equipment Locator app to view all of their synchronized information on their desktop computer using a standard web browser. In addition, users can add and edit equipment information that can subsequently be downloaded to other permitted users' mobile devices. The following describes how to use the Carmel Equipment Server website:

Log In
The very first page that appears when you access the website is the login page (see above). You can use the same login and password that you initially inputted into the HVAC Equip Locator app. The way authentication works is when you first synchronize from the Locator app, you will be asked for a login email and password (See below).


These credentials are stored in the cloud-based database and are the same credentials that are used to log in to the web portion.

If you have forgotton your email address, click the "Forgot Password?" link. This will take you to a page that allows you to enter your email login, and it will then email you your password.

Equipment List
After you have successfully logged in, the "Equipment List" page will appear that lists all of your equipment. You can also access this page by clicking the "Equipment List" tab at the top of any web page.


This web page displays basic information about each piece of equipment. You can sort the list in different ways by clicking the column names at the top of the page. Also, you can delete a piece of equipment by clicking the "Delete" link on the far right-hand side of the row of the equipment that you wish to delete. This link will redirect you to a new web page that will ask for confirmation of deletion. PLEASE NOTE: When you delete a piece of equipment, it will not subsequently delete it on the mobile device if it already exists there. However, you can go ahead and delete it on the mobile device, itself.

Edit Equipment
To edit an existing piece of equipment, click the "Equipment Name" link to redirect you to the web page that allows you to modify the equipment information (See below).

Add Equipment
To add a new piece of equipment, click the "Add Equipment" link at the bottom of the page. It will redirect you to the web page that allows you to enter information about a new piece of equipment.

Equipment Details
After you have selected a piece of equipment to either edit or add, the "Equipment Details" web page will appear.




This page allows you to view and edit equipment information. Before we explain the individual inputs and controls located on this page, we first need to discuss why the text boxes on this page may be enabled (editable) or disabled (read-only):

A piece of equipment that is created by the HVAC Equipment Locator mobile app is "owned" by the user who created it. The "user" is designated by the login/password combination that they initially entered in the mobile device so as to sync to the web. The "owner" is the only person that can edit the equipment information on his or her mobile device. Once the equipment information is synchronized to the web (Carmel Equipment Server), it will appear as "read-only" on the web. The reason for this, is we only allow equipment information to be edited in one place (on the mobile device) so it is not over-written when syncing from mobile device to web and back. When a non-owner downloads the equipment to their device, they will only be able to read the information, not edit it or sync back. Also, if a piece of equipment is created on the web, the information will remain read-write until it is synced to a mobile device.

There is an exception to the above workflow. If you click the "Make this Equipment Information Editable" checkbox when all the controls are disabled, this will enable all of the controls and allow you to edit them. Also, the next time a user that has been assigned to this piece of equipment syncs, he or she will receive the equipment information with the latest updates. You should be careful when selecting this option since it could overwrite the information on the owners device.

The following are details of each of the inputs:
  1. Equipment name: This is the overall equipment name (i.e. - RTU #1, AHU #5, etc.)
  2. Description: This is a short general description of the equipment.
  3. Make: This is the manufacturer or make of the equipment (i.e. - Carrier, Trane, York, Lennox, etc.)
  4. Model number: This is the manufacturer's model number of the equipment
  5. Serial number: This is the unique serial number assigned to the equipment
  6. Unit number: This is a generic unit number assigned by the building owner or contractor (i.e. - #1, #10)
  7. Volts/Phase: This is the number of volts and phase for the equipment (i.e. - 460/3)
  8. Age: This is the age of the unit in any units (i.e. - 10 years, 18 months, etc.)
  9. Unit type: This is a dropdown that lists a couple of common HVAC unit types including:
    • RTU (Rooftop unit)
    • Condensor
    • A/H (Air handler)
    • VAV (Variable air volume)
    • Other
  10. Compressor type: This is a dropdown that lists a couple of common compressor types including:
    • Tin Can
    • Cast Iron
    • Other
  11. Last sync date: This is a read-only field, and it displays the last date and time the equipment information was synchronized to and from a mobile device for the currently logged in user.
  12. Owner: This drop-down allows you to select who "owns" the current piece of equipment. The owner is the user that is able to update the data on their mobile device for this piece of equipment. Any "non-owners" can only view the information. The reason we do this is to avoid overwriting equipment data from one user to another.
    This list is populated by all users that belong to the same company. See below for more information about this.
  13. User assigns: These two list boxes display which users are "assigned" or "unassigned" to and from this piece of equipment. The upper list box lists all users (that belong to the same company) that are unassigned to the current piece od equipment. The lower list box lists all users that are assigned to the current piece of equipment. To be assigned to a piece of equipment means that the user is able to download the equipment information to their mobile device. However, only the owner is able to edit this information and upload it.
    To move a user from one list box to another, select the user name, and press the up/down arrow keys.
  14. Building name: This is the name of the building where the equipment is located.
  15. Address: This is the address of the building where the equipment is located.
  16. City: This is the city of the building where the equipment is located.
  17. State: This is the state/province of the building where the equipment is located.
  18. Country: This is the country of the building where the equipment is located.
  19. Latitude: This is the latitude value where the equipment is located. This value is updated according to the Google map control located below these inputs.
  20. Longitude: This is the longitude value where the equipment is located. This value is updated according to the Google map control located below these inputs.
  21. Altitude: This is the altitude value where the equipment is located. This value is updated according to the Google map control located below these inputs.
The following is an explanation of additional buttons and controls located on this webpage:

Map Coords: This button will move the Google map pushpin to the exact location of the inputted latitude and longitude.
Google map: This Google map control allows you to select the exact location of the equipment by panning, zooming, etc. using your mouse. You can also select different viewing modes similar to how Google Maps works.
View Equipment Maintenance List: Click this link to go to the web page that lists all of the maintenance events for the currently selected piece of equipment. See below for more details.
Save: Press the Save button to save and return to the equipment list web page.
Cancel: Press the Cancel button to return to the equipment list web page without saving the information.
Equipment Photo: The "Equipment Photo" section of the webpage allows you to upload an image associated with the current piece of equipment. Click the "Browse" button to open an "Open Dialog" box that allows you to search your hard-drive for a photo or image to upload. Then click the "Upload New Photo" button to begin uploading. If it is successful, then the image will appear in place of the image that is labeled "No Image Available".

Equipment Maintenance List
After you have clicked the "View Equipment Maintenance List" link on the Equipment Details page, you will arrive at the "Equipment Maintenance List" page that allows you to add, delete, and view individual equipment maintenance events.


This web page displays information about each maintenance event for the current piece of equipment. You can sort the list in different ways by clicking the column names at the top of the page. Also, you can delete a maintenance event by clicking the "Delete" link on the far right-hand side of the row that you wish to delete. This link will redirect you to a new web page that will ask for confirmation of deletion. PLEASE NOTE: When you delete a maintenance event, it will not subsequently delete it on the mobile device if it already exists there. However, you can go ahead and delete it on the mobile device, itself.

Edit Maintenance Event
To edit an existing maintenance event, click the "Maintenance Date" link to redirect you to the web page that allows you to modify the maintenance information (See below).

Add Maintenance Event
To add a new maintenance event, click the "Add Maintenance Event" link at the bottom of the page. It will redirect you to the web page that allows you to enter information about a new maintenance event.

Equipment Maintenance Details




After you have selected a maintenance event to either edit or add, the "Equipment Maintenance Details" web page will appear. This page allows you to input and edit maintenance-related information. The following are details of each of the inputs:
  1. Maintenance date: Input the date and time that the maintenance event occured. This date/time combination is automatically generated when you create the maintenance event. However, you can override it.
  2. Description of work: Input a short general description of the equipment maintenance event.
  3. # of hours worked: Input the number of hours worked on the maintenance event.

Maintenance Photos: The "Maintenance Photo" section of the webpage allows you to upload one or more images associated with the current maintenance event. Click the "Browse" button to open an "Open Dialog" box that allows you to search your hard-drive for a photo or image to upload. Then click the "Upload New Photo" button to begin uploading. If it is successful, then a thumbnail of the image will appear. Click the thumbnail to display a larger version of it. You can add as many images as you want to a maintenance event.

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For more information and demos, please call us at 1.800.339.6030 or post here.