Welcome to the Pani Zed View Tier training program!

 

To get set up with a new plant, here's what we recommend getting familiar with, in the order that our clients find tends to work best. 

 

Please review the following sections based on your role in the plant;

 

Plant Manager: 

• FormBuilder
• Data Entry
• CSV Import/Export
• KPI Creator
• Interactive
• Alerts
• Overview

Operator:

• Data Entry
• Alerts
• Overview

If you encounter any difficulties accomplishing the exercises in this document, please reach out to the support center or a Pani representative for assistance.

 

1. FormBuilder

FormBuilder is the tool to build digital versions of any manual data entry forms (e.g. pen and paper or spreadsheet), helping you digitize and centralize this data.  FormBuilder aims to ease data conversion and capture by allowing users to create custom input forms that resemble existing manual input forms.  Forms can also be grouped in Folders, allowing for better organization, or grouping of forms by input type (lab reports, sensors, etc.).

 

How to create a new form:

• Navigate to the Data tab 
• Find and select the "Create new Form" button in the lower left corner of the page
• Start in the first section titled "1. Form Details" to give the new form a name and set the data entry interval
  Note:  If multiple time frames are desired, select the longest period for a particular field as the Data Entry field.  If you have daily and hourly readings, select Daily.
• Expand the second section titled "2. Input Fields" to start populating the new form.  
  Important: create the fields in the order you want them to appear. 

 

DEMO: Creating a Workflow.

 

Exercise 1: Create a workflow - This should contain fields that your operations team will be actually completing day to day.

Exercise 2: Store the workflow in a location that makes sense for your team - Pani Zed comes with a variety of folders for workflows, pick the best suited for this exercise.

 

For more information on FormBuilder, see the full article: The Form Builder Tool

 

 

2. Data Entry

Once you have built the digital form(s) you need, it's ready for manual data entry. 

• Navigate to the Data tab
• Ensure "Data Entry" is highlighted, and select the desired form (e.g., "RO Feed Report").
• Click "Add Data," choose the date & time, tab through the fields to enter data, confirm, and tab to "Save."
  Note: View recent entries at the bottom, and double-click to edit if needed. 

 

DEMO: Adding Data.

 

Exercise: Upload a single entry into the previously built workflow - This can be dummy data for this exercise or actual site data you are ready to upload to the platform.

Note: If this is dummy data, delete once the exercise is completed. 

 

For more information and details of data entry, see the full article: Data Entry Shortcuts

 

 

3. CSV Import and Export

CSV Import:

To import a CSV file into Pani Zed:

1. Click the three dots at the upper right corner.
2. Select CSV Upload.
3. Click Upload CSV Data File, choose your CSV file, and click Open.
4. Refresh the screen to view imported data for the specified log form.
5. To view all data, select the corresponding date range from the calendar.
6. Confirm selections by clicking OK. Now, your imported data should be available to scroll through.

 

DEMO: CSV Import/Export.

 

Exercise: Upload a CSV file to your previously built workflow - This can be dummy data for this assignment or actual site data you are ready to upload to the platform.

Note: If this is dummy data, delete once the exercise is completed. 

 

CSV Export:

To export data in CSV format from the Data Section:

1. Click the CSV Download (cloud download icon) beside the date picker.
2. Select the time range for the export.
3. Note the limits on data exports; for high volumes, consider multiple exports.
4. Click Download after selecting dates, and the file will be downloaded automatically.
5. Retrieve the downloaded file from your device's download location.

 

DEMO: CSV Import/Export.

 

Exercise: Select a time period from a workflow and download the CSV file.

Note: You can only download one month at a time. 

 

More information can be found in the full article CSV Import/Export

 

4. KPI Creator

KPI’s are Key Performance Indicators which are used to monitor the health and performance of your plant. KPIs are used throughout the system to generate reports, graphs and trigger alerts. KPI Creator allows operators and administrators to create their own KPIs.
 

By creating KPIs as an intermediate function for another KPI, more complex and potentially insightful KPIs can be created. KPIs are used to drive Overview and Interactive reporting, Analytics, Alerts and Home page dashboards.

 

DEMO: Creating a KPI.

 

Exercise 1: Create 1 KPI using the sensors available and basic arithmetic operations 

Exercise 2: Create 1 KPI using the built-in expressions available in Pani Zed.

More information can be found in the full article KPI Creator and KPI Creator Examples

 

5. Interactive

Interactive is a tool used to perform thorough root cause analysis for troubleshooting or to assist with supporting optimization opportunities.

 

Interactive is a useful tool when you need to look closely at an individual asset over a period of time or compare assets when doing root cause analysis. For plant operators, the additional asset information can help them understand plant operations at a deeper level. For Process Analysts, it allows for more specific historical reporting when performing asset analysis.

 

DEMO: Using Interactive.

 

More information can be found in the full article The Interactive Page

 

 

6. Alerts

The Pani platform evaluates KPIs and Alert settings and will trigger alerts as thresholds are exceeded. Alerts are a great way to keep staff informed when systems or processes exceed limits.

 

DEMO: Creating Alerts.

 

Exercise: Create an alert with yourself as the recipient - Ensure your alert will be triggered based on the limits set and verify that your email receives an alert.

Note: Once you have received the alert, set the limits to more realistic triggers or delete the alert.

 

More information can be found in the full article Alerts Page

 

7. Overview

The Overview page is where data is visualized and presented for analysis and action. In Overview users have access to pre-built dashboards, or Views, and have the option to create personalized or customized Views. A View consists of one or more blocks whose function is to display data from sensors or KPIs. The blocks are customizable and display current conditions and historical trends. 

 

DEMO: The Overview Page.

 

Exercise 1: Create a new view in the Overview feature and name it accordingly.

Exercise 2: Create a dashboard using one of each blocks available - Pick specific sensors and design blocks that will be valuable for you everyday.

Exercise 3: Use sensors pre-built by Pani, the sensors created in your workflow, and the KPI's created.

 

More information can be found in the full article The Overview Page

 

8. Customizing

Pani ZED™ View and Focus are designed so that the platform administrator can configure most of the key parameters for water treatment plants, users, and reporting. You can be visualizing data within minutes, and a complete plant can be set up and configured in less than a day.

 

More information can be found in the full article Setting Up The Platform

Additional Resources

Full user manual:  User Manual - Pani ZED™ View & Focus

The Data Page: The Data Page