TracePoint - Quick Start Guide

TracePoint - Quick Start Guide

A fast, simple guide to get your team up and running.
Updated: 02/12/2025

1. Install the App & Sign In

• Go to TracePoint.Systems in your browser.
• Chrome recommended (Android/Windows)
• Safari recommended (Apple)
• When prompted, choose Install App (Android) or follow the Add to Home Screen instructions (Apple).
• The app icon will now appear on your device.
• Open it and sign in using your provided credentials.

2. Dashboard Overview

Once logged in, you’ll see quick-access tools for:

• Log Event
• Add Site / Monitoring Point / Sensor
• Recent Events
• Flagged Points
• Offline Download
• Calibration Alerts (when sensors with calibration dates are added)

What this screen is for

·       The dashboard is your hub for quick actions, recent activity and site-wide alerts.

3. Add a Site

Before adding monitoring points, create a site to group them together.

• Select Add Site and complete the form.

Hint: You can bulk-upload monitoring points here using the Excel template. This is ideal for setting up sites quickly.
However, bulk upload does not include detailed sensor information. If you want to add depths, baseline readings, custom fields, or other sensor details, you’ll need to add these custom fields through the sensor page and then edit each monitoring point afterward.

4. Add Sensors

• Use Add Sensor to create each sensor type you install.
• After creating a sensor type, select Custom Fields to add extra fields your team needs (e.g., depths, baseline readings, installation parameters).
• Default fields include:
• Sensor S/N
• Type
• Channel
• Calibration Date

Custom fields ensure your team always records the right information for each sensor type.

The Custom fields you create will appear when adding sensors to a monitoring point.

5. Add a Monitoring Point

• Once your site and sensor types are set up, select Add Monitoring Point on the dashboard or inside a site.
• Use the AI Install Form to upload your installation notes. TracePoint will auto-fill the monitoring point form—add or edit anything as needed.
• After saving the point, you can generate an AI Install Report directly from its profile.
• Upload detailed notes → AI extracts the information → creates a full install report automatically.

Once you’ve added your sites, sensors and monitoring points, your system is ready for engineers to begin documenting maintenance and site activity.

6. Find a Monitoring Point

• Scan the QR code on the monitoring point, or
• Go to Monitoring Points and search by code or serial.

Hint: QR codes are the fastest method while on site. QR codes for each monitoring point can be downloaded from your sites profile page.

7. Log an Event

Two ways to log events:

1. From the monitoring point profile → choose a Quick Action or Full Action
2. From the Dashboard → Log Event → pick site + point → add notes/photos → save

Event types include:

• Readings Taken
• Battery Changed
• Capacitor Changed
• Cleaned
• Logger Removed / Reinstalled / Changed
• Sensor Removed / Reinstalled / Changed
• Flushing
• Notes

Each event type has its own form.
You can add photos and site notes to all events.

TracePoint automatically updates monitoring point details (e.g., new serial numbers after a sensor change).
Custom fields must be updated manually via the monitoring point edit screen.

8. View Monitoring Point Details

A monitoring point profile includes:

• Logger & sensor serial numbers
• Custom sensor fields
• Photos & notes
• Site location
• Install report (if generated)
• Access details
• Full lifecycle history
• Calibration information

The system can also suggest maintenance actions (e.g., capacitor checks after repeated battery changes).
These thresholds are configurable in System Settings.

9. Flag Monitoring Points

You can flag points:

• On the monitoring point page
• In the Monitoring Points list
• On the Site page

Flagged points appear on the dashboard for quick reference.

10. Generate Reports

You can generate:

• Site PDF Report
• Monitoring Point PDF Report (full history + details)
• AI Install Reports
• QR Code Sheets
• CSV data exports (from the Events page)

11. Offline Mode

Select Download for Offline Viewing before visiting a low-signal site.

You can view:

• Sites
• Monitoring points
• Event history

Editing, logging events, or making changes requires going back online.

12. Change Your Login Details

Update your password anytime via User Settings.

13. Back Up Your Data

Use Export Backup in System Settings weekly/monthly.
This exports all data as CSV.
Note: Photos are not included in exports—store these separately if required.