Global Locations and Plans

If your operation has multiple facilities that measure the same touchpoints (locations) or have the same plans, you can now make those touchpoints or plans global.  This means that each of these global touchpoints or plans will be visible on every instrument associated with that SureTrend Cloud Account.

This can help you standardise your testing across multiple facilities and limit discrepancies by monitoring locations and plans across all associated instruments, reducing the time spent on programming them.

How do I do this?

In SureTrend Cloud under the “Plans and Locations” tab, there is a column called “global”, in order to mark a location or plan as global, just click the box next to that location or plan in the “global” column.  Once that box is checked, that location or plan will be visible on each instrument tied to that SureTrend Cloud Account.

 

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Domain Locks for SureTrend Cloud

Introduction

SureTrend Cloud offers a domain lock feature that allows users to prohibit other SureTrend Cloud users from creating separate accounts using email addresses with the same domain.  For example, if Hygiena used the domain lock feature on their SureTrend Cloud account we could prohibit anyone from creating a new account using an email address ending with @hygiena.com.  This allows businesses to prevent rogue accounts and avoid account merging. Up to three domains can be locked per account.  This article will provide step by step instructions for enabling or removing a domain lock.

Adding or Removing a Domain Lock

  1. Log in to SureTrend Cloud as a global administrator or account owner.
  2. Click Settings.
  3. Click Account Management.
  4. Click the Domains link.
  5. Click the Lock button to lock or unlock a domain listed on the table below.
  6. Locking a domain will prohibit users from creating new accounts using an email address from the locked domain.

If you still require assistance with the Domain Lock feature, please click here to contact Hygiena Technical Support.


Importing Plans, Locations, and Users into SureTrend Cloud

Introduction

Plans and locations allow users to organize test points or routines in easily identifiable and meaningful ways.  Using the standard method of adding locations and managing plans in SureTrend Cloud is easy, but can be time consuming when adding large quantities of locations.  SureTrend Cloud offers an import feature that allows users to quickly upload multiple locations and associated plans on a spreadsheet.  The import feature also allows SureTrend Cloud users to import lists of instrument operators.  This article will walk you through the process of import plans, locations, and users to your SureTrend Cloud account.

Importing Plans and Locations

Navigate to the Import Page and Download the Plans and Locations Template

  1. Log in to SureTrend Cloud.
  2. Click Settings and select Welcome.
  3. Click the Import button.
  4. Click Import Plans and Locations.
  5. Click the Download button.

Adding Locations and Plans to the Template

Primary Fields

  • Plan Name: A grouping of your testing points by department, line, room etc.   Each location will be assigned to the plan listed in the Plan Name field.  This field is optional and locations without a plan will not be assigned to any plan.
  • Location Name: The name of the test point or item/object that is to be swabbed.  Duplicate locations names will not be imported, but the duplicate locations will be assigned to their associated plan.
  • Device Name: The name of the test device designated for the specified location (i.e. UltraSnap, SuperSnap, AquaSnap).  Any field left blank will be set to UltraSnap after importing.
  • Lower: The lower RLU limit required to pass a test.
  • Upper: The upper RLU limit required to fail a test.

Additional Fields

All additional Fields can be turned on so they show while running the test.

  • Group: Used to categorize locations.
  • Surface: The type of material at the location being swabbed (i.e. stainless steel, rubber, plastic).
  • Zone*: An integer between 1 and 4 that describes the proximity to product.
    1. Product contact surface (PCS)
    2. Non-PCS within close proximity to PCS.
    3. Non-PCS within process area but more removed from PCS
    4. Non-PCS outside processing areas
    *Note:  Zone is only used in Food and Beverage leave blank if it doesn’t apply to your facility.
  • Line: Used to categorize locations.
  • Cleaner: Type of cleaning solution used.

Open the downloaded template and add your location information to the spreadsheet.  The required fields are Location Name, Lower, and Upper.  Additional fields must be enabled under the instrument settings.  In the example below, locations A and B will be added to Plan 1.  Locations C, D, and E will be added to Plan 2.  Locations CD, and E will be assigned UltraSnap as the device because no Device Name is listed.

Note:  Do not use commas for any of the fields.  If using special characters like Ä, change the file type to CSV UTF-8 encoding when saving the file in Excel.

Uploading the Completed Template

  1. Return to the Import Plans and Locations page in SureTrend Cloud.
  2. Select a Site from the drop-down menu to add the plans and locations to.
    Note: Imported plans and locations will only sync to instruments registered to the site selected.  If no site selection is available, the data will be imported to the default site.
  3. Click the Upload File button and open the completed spreadsheet.
  4. Click the Next button.
  5. Review the status of each location. Locations with green check marks will be uploaded.
  6. Click Import now.

You have successfully imported locations and plans.

Importing Users

Navigate to the Import Page and Download the User Template

  1. Log in to SureTrend Cloud.
  2. Click Settings and select Welcome.
  3. Click the Import button.
  4. Click Import Instrument Users.
  5. Click the Download button.

Adding Users to the Template

Required Fields

  • Name: The username of the instrument operator that will be record with each result while signed into the instrument.
  • Role:  The two roles that can be assigned to the user are operator and admin.  Operators have limited access to settings, Admins have full access to the instrument.
    Note:  The instrument must have at least one admin in order to enable security and require users to log in.
  • PIN:  A four digit code the user will need to log in to the instrument.

Optional Field

  • Global:  A value of “true” can be added to a user to make that user available across all sites in the account.

Open the user template in Excel and add your user information to the template.  The name, role, and pin fields are required.  In the example below, the user Spencer will be set up as an admin and their log in will be available on all instruments registered to the account because the value TRUE was entered into the Global field.  Angela and Ilir will only be available on the instruments registered to the site where this template was uploaded.

Note:  Do not use commas for any of the fields.  If using special characters like Ä, change the file type to CSV UTF-8 encoding when saving the file in Excel.

Uploading the Completed User Template

  1. Return to the Import Users page in SureTrend Cloud.
  2. Select a Site from the drop-down menu to add the users to.
    Note: If the users do not have the Global attribute enabled, the imported users will only sync to instruments registered to the site selected.  If no site selection is available, the data will be imported to the default site.
  3. Click the Upload File button and open the completed spreadsheet.
  4. Click the Next button.
  5. Review the status of each user. Users with green check marks will be uploaded.
  6. Click Import now.

You have successfully imported users.

If you require additional assistance managing locations or users, please contact Hygiena Technical Support by clicking here.

 


Clearing Instrument Registration to SureTrend Cloud

Introduction

With new accounts sometimes you will need to move an EnSURE Touch instrument from one account over to the proper SureTrend Cloud account.  In this how-to knowledge article you will see how to accomplish this easy task.

 

Step | 1 

On the EnSURE™ TOUCH unit select “SURETREND SYNC”

Step | 2

Once you are in the Sync screen, click on the Setting icon in the upper right-hand corner.

 

Step | 3

You will want to select clear registration.

Step | 4

At this point, you are ready to add the unit to the cloud account of your choice. Be sure and know that you must have administrator rights to be able to register the EnSURE TOUCH.

 

Step | 5

Once you are signed in go to the settings tab in the upper right-hand corner.

Step | 6

Select the instrument registration option.

Step | 7

Step | 8

Enter your instrument’s name and select the site it needs to be assigned to.

Step | 9

You are now on the screen with your instrument’s information on it.

 

Step | 10 

Once you enter the information into your EnSURE TOUCH you will see this screen pop up.

 

Congratulations! You’ve completed the setup of EnSURE™ TOUCH and moved it into SureTrend Cloud!

If you need further assistance please click on the icon below for tech support.

 


User is unable to register instrument to SureTrend™ Cloud Account

User is unable to register the EnSURE Touch to SureTrend Cloud account, it is likely that the user is not enabled in the “site” for SureTrend Cloud

When creating a user in SureTrend Cloud, you need to assign the user to a “site”.  It is important to note that an EnSURE Touch user (someone who can log onto the instrument) is not equivalent to a SureTrend Cloud user.  An EnSURE Touch user performs testing on the instrument.  A SureTrend Cloud user can login to SureTrend Cloud to view testing data ana manage the SureTrend Cloud Account.  SureTrend users have different levels of access or permissions (owners, admin, users).  For more information on this, please review the EnSURE Touch User Manual (on the website).

A site is equivalent to a facility (for example, Hygiena Camarillo would be considered a site).

To add a user to a site follow the below instructions:-

  •  Login to SureTrend Cloud
  •  Open Settings >User Management (on the top right of the screen)
  •  You will see a list of SureTrend Cloud Users, email addresses and user role (owner, admin, user)
  •  Click on the user you would like to modify
  •  Below will be a list of sites
  •  Enable the user for all the sites they need to see and manage
  • The user is now enabled for the site(s), they can register the instrument to the site

To register the instrument to the SureTrend Cloud and site:-

  • Login to SureTrend Cloud
  • Click on Settings > Instrument Registration > Register instrument

It is important to note that programming information (locations and plans etc) is specific to each site.  This means that two instruments on the same site are by default clones of each other.  If you want to exclude a location from an instrument there is an “exclude” column with checkboxes in SureTrend Cloud (SureTrend Cloud > instrument > select instrument > click the exclude checkbox).

It is important to note that one instrument can only be registered to one site at a time.  If for whatever reason you want to change the site to which it is registered, you can do this from the instrument tab on SureTrend Cloud.

  • Synchronise the instrument to ensure all results have been uploaded to the SureTrend Cloud account
  • Click on the pencil icon to edit the instrument
  • Select the drop-down from the site and you can select the appropriate site
  • Synchronise the instrument
  • The plans and locations will now change to the plans and locations associated with that new site.

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Forgot Password

Introduction

There are lots of reasons why someone might not be able to log into their company’s SureTrend Cloud account: 

  • Forgot Username and/or Password
  • An employee that managed the account has left and a new person has taken over 
  • The administrator of the account has deleted the user from the account 

 

Account Log In 

Forgot Username and/or Password 

  1. Go to https://suretrend.hygiena.com/
  2. Enter your Username. If you do not remember your Username, enter the email address associated with the account. 
  3. Click on the link that says “Forgot Username or Password” : https://suretrend.hygiena.com/ForgotPassword#!

 

   4.  An email will be sent to you giving you instructions on how to reset Username and/or Password. Check your junk mail if you do not receive the email. The email will come from                                      noreply@hygiena.com.

5. When creating a new password you must use your USERNAME not your EMAIL address to identify your            account.

 

An employee that managed the account has left and I need to reset the Username and Password 

  1. Go to https://suretrend.hygiena.com/
  2. Click on the link that says “Forgot Username or Password”: https://suretrend.hygiena.com/ForgotPassword#!/
  3. Enter your Username or Email address of the old employee. Have your IT administrators route emails to the old employee’s email account to you. Or email administrator can send you the Username and Password email to you when it comes in. The email will come from noreply@hygiena.com
  4. If the email address previously used was a personal email address and not a company email domain we can reset the email address associated with the account. Click here to send technical support an email reset request. (they will need to fill out a form with relevant company information so we can verify the request is legitimate.) We get back to email reset requests in 24hrs Monday through Friday.
  5. An email will be sent to you giving you instructions on how to reset Username and/or Password. Check your junk mail if you do not receive the email. The email will come from noreply@hygiena.com

 

If you need further support, please click on the icon below.