3M Clean-Trace LM1 Hygiene Management Software User Manual June 2016

EN (English)

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Issue Date: 2016-06

Clean-Trace™ Hygiene Management Software User Manual Contents

Editing Your Profile... 17 Adding a Sample Plan ... 17 Editing a Sample Plan... 17 Synchronizing with a 3M Clean-Trace Luminometer... 17 Adding Comments... 18 Editing Comments... 18 Deleting Comments... 18 Adding or Editing Physical Locations... 18 Editing Test Types... 19 Editing Custom Tests... 19 Editing Test Parameters... 19 Adding or Editing Default Pass/Fail Values... 19 Editing Roles... 19 Editing Users... 19 Adding Users... 20 Adding Test Results... 20 Adding Retest Results Manually... 20 Editing Test Results... 21 Adding Test Points... 21 Editing Test Points... 21 Deleting Test Points... 22 Editing Test Point Locations... 22 Importing Additional Data using Data Migration... 22 Viewing Luminometer Details... 22 Editing the Organization Configuration... 22 Using the Dashboard... 23 Viewing Standard Reports... 24 Viewing a Favorite Report... 25 Scheduling a Report to be Automatically Generated... 25 Doing Administrator Tasks ... 25 Contacting Client Admin... 25 Contacting 3M Technical Support... 25 Looking Up Information in the User Manual... 26 Downloading and Installing Software Updates... 26 Displaying Current Software Versions... 26 Archiving Test Results from the Database ... 26 Displaying the Audit Logs... 26 Backing up the Database... 26 Restoring the Database from a Backup... 27 Uninstalling the Software... 27

Using this Manual... 1 Installing the 3M™ Clean-Trace™ Hygiene Management Software... 1 Confirming Your Computer Meets the Minimum Requirements... 1 Installing the Software on a Single Computer or a Network File Server ... 1 Installing the Software on a Network Workstation ... 3 Using the 3M Clean-Trace Hygiene Management Software...5 Using the Sidebar Menu...5 Using the Common Tasks Menus...5 Logging In with Your User Name...5 Signing Out...5 Shutting Down the Software...5 Setting Up the System when You Use the Software the First Time... 6 Setting Up User Preferences... 6 Setting Up the Organization Configuration... 6 Importing Data Using Data Migration...7 Setting Up Physical Locations... 8 Setting Up Test Variables... 9 Setting Up Test Parameters... 9 Setting Up Default Values...10 Setting Up Test Points...10 Setting Up Comments... 11 Setting Up Roles... 11 Setting Up Users... 12 Setting Up Sample Plans by All Test Points... 12 Setting Up Sample Plans by Location... 13 Randomizing Test Points in a Sample Plan... 14 Assigning a Sample Plan to a User... 14 Importing Test Results Using Data Migration... 14 Using the Sync Manager... 15 Logging in Your User Name on the Sync Manager... 15 Setting up a Bluetooth Connection... 15 Scheduling a Sample Plan... 16 Synchronizing with a 3M Clean-Trace NG Luminometer... 16 Adding or Editing System Setup Information... 16 Changing Your Password... 16 Editing User Preferences... 17 ii

EN (English) Viewing Error Log Files... 28 Upgrading the Firmware... 28 Troubleshooting... 28 Troubleshooting 3M Clean-Trace Hygiene Management Software Installation... 28 Appendix... 29 Example Reports... 29 Results...30 Trend... 31 Ranking... 32 MSS (Master Sanitation Schedule) ... 33 Data Migration Spreadsheet File Format for Test Points... 34 Data Migration Spreadsheet File Format for Sample Plans... 35 License Agreement... 37 Contacting 3M for Product and Service Information...40

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EN (English) Using this Manual

• The 3M™ Clean-Trace™ Hygiene Monitoring and Management System User Manual is provided in electronic format only. There are two ways to access it: Click Help ?

on the menu bar, then click [User Manual].

Go to at www.3M.com/CleanTraceLM1manual • Click any heading in the Table of Contents to immediately bring you to that section, or scroll or page through the User Manual to the section you want. • 3M Clean-Trace Hygiene Management Software updates will include updates to this User Manual, which will automatically be installed along with the software updates. • This User Manual provides step-by-step instructions for using the 3M Clean-Trace Hygiene Management Software. It is organized with the assumption that you prefer to search the Table of Contents for a specific task you want to do and follow step-by-step instructions for that task. • In the step-by-step instructions, the following style guidelines were used: Italic type is the name of a section in this user manual. Bold type is the exact text of something that appears on a screen. [Bold type with brackets] is the name of a button that you click on a screen. Step-by-step instructions that are numbered should be done in sequence. Step-by-step instructions that are bullet items can be done in any sequence.

Installing the 3M™ Clean-Trace™ Hygiene Management Software The estimated software installation time is approximately 30 minutes.

Confirming Your Computer Meets the Minimum Requirements • Microsoft® Windows® 7 (32-bit or 64-bit), or Microsoft® Windows® 8 (32-bit or 64-bit), or Microsoft® Windows® 8.1 (32-bit or 64-bit) • 2.0 GHz Intel® Pentium® 4 or similar processor • 1 GB RAM minimum • 10 GB of free disk space minimum • USB 2.0 compatible Installing the Software on a Single Computer or a Network File Server To install the 3M Clean-Trace Hygiene Management Software, you must be logged on as a Windows® Administrator or you must belong to the Administrators group. 1. We recommend that before installing the 3M Clean-Trace Hygiene Management Software, you back up your SQL databases. 2. Use the USB cable to connect a 3M Clean-Trace Luminometer to your computer. 3. Browse to 3M Clean-Trace, which appears in your computer as a flash memory drive. 4. Double-click [Click Here to Install.exe] in 3M Clean-Trace to start the software installation wizard. The software installation wizard begins to extract the installation files, which usually takes a couple of minutes. 5. To select the language for the software installation wizard screens, use the Select a language default is the language Microsoft® Windows® uses on your computer. Click [Next].

drop-down menu. The

6. The Welcome screen lists requirements for the installation: • You must have Administrator privileges on your computer to complete the software installation. • Your computer must have either Microsoft® Internet Explorer version 11, or Google Chrome™ version 45, or Mozilla® Firefox® 41.0.1. To confirm these requirements are met, click [Next].

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EN (English) 7. The End User License Agreement screen displays the license agreement. Read the 3M End User License Agreement. To accept the 3M End User License Agreement. Click the I accept the terms in the license agreement checkbox. • To print the 3M End User License Agreement, click [Print]. Click [Next]. 8. Select the type of installation as either Install Software (for new local or server installation) or Connect additional computer to existing software. If the latter is selected, the installation wizard only installs the Sync Manager and reference documents. 9. The Checking the Computer screen appears. • If the [Use Existing Database] checkbox is the only available option, there is an SQL Server® database already installed on your computer. You must use any existing SQL Server® database for the 3M Clean-Trace Hygiene Management Software database server. This will not disturb the application that’s already using the existing SQL Server® database on your computer. If you don’t know the name of the SQL database on your computer, click the Windows Start button, type Run in the search field, select Run, type cmd in the open box and click [OK], type >sqlcmd –L and press Enter. If you are re-installing the 3M Clean-Trace Hygiene Management Software on a computer that previously had the software installed on it, type (your computer name)SPARK into the Databaser Server Name field. Your computer name can be viewed by clicking the Microsoft Windows Start button, then Computer, then System Properties. • Or, if the [Use Existing Database] checkbox and [Install New Database] checkbox options are available: Click the [Use Existing Database] checkbox to use an existing SQL Server® database that’s already installed on another computer in the network. If you don’t know the name of the SQL database on your computer, click the Windows Start button, type Run in the search field, select Run, type cmd in the open box and click [OK], type >sqlcmd –L and press Enter. • Or, click the [Install New Database] checkbox to install a new SQL Server® database on your computer. • If you selected Install New Database: To install a database for use by multiple users, click the Advanced Installation checkbox. 10. The Network Database Information screen appears if you selected Use Existing Database in step 8. • Click the dropdown menu for the Database Server Name field and select the SQL Server® Express 2012 database on your file server. Or, you can click in the Database Server Name field and type the SQL Server® Express 2012 database on your file server. • Enter the User Name and the Password for access to the SQL Server® Express 2012 database if you use SQL Server Authentication. 11. Click [Verify Connection]. 12. When the connection has been verified, click [Next]. 13. The Secure Login Mode screen appears. • To create a User name and password to log in to the 3M Clean-Trace Hygiene Management Software, click the Application Specific Information checkbox. • Or, to log in to the 3M Clean-Trace Hygiene Management Software using the same User name and password you use to log in to your computer, click the Your Company’s login information checkbox. Click [Next]. 14. The Administrator Information screen asks for more information about how Users will log in. If you selected Application Specific login information: • Click within the First Name field and type your first name. • Click within the Last Name field and type your last name. • Click within the Email Address field and type your email address.

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EN (English) When you log in to the 3M Clean-Trace Hygiene Management Software: • User Name: Type your Login name (email address typed in above) • Temporary password: Type the temporary password, which is temp123 Or, if you selected Your Company’s login information: • Click wtihin the Organization Name field and type organization’s name. • Click within the First Name field and type your first name. • Click within the Last Name field and type your last name. • Click within the Username field and type your User name that you used to log in to your computer. When you log in to the 3M Clean-Trace Hygiene Management Software, fill in the following information: • User Name: the same User name you use to log in to your computer. • Password: the same password you use to log in to your computer. Click [Next]. 15. The Destination Folder screen appears. • If you want the destination folder to be different than the default C:3M Clean-Trace Hygiene Management folder, click [Browse] and browse to the destination folder you want. • If you do not want to create a desktop shortcut, click the Desktop shortcut checkbox to deselect it. Click [Next]. 16. The Ready to Install screen appears. Review the summary of the options you selected for installation. • If the summary is correct, click [Install]. • If the summary is incorrect, to return to a previous screen and modify the options you selected, click [Previous]. • Or, to cancel the installation, click [Cancel]. You must start the installation again if you click [Cancel]. 17. The Would you like to install this device software? screen appears. Click [Install]. 18. The Installing Progress screen appears. When the progress bar shows the installation process is complete, click [Next]. 19. The Installation Complete screen appears. This confirms the installation has completed successfully. Click [Finish]. 20. We recommend you restart your computer. Installing the Software on a Network Workstation To install the 3M Clean-Trace Hygiene Management Software, you must be logged on as a Windows® Administrator or you must belong to the Administrators group. 1. We recommend that before installing the 3M Clean-Trace Hygiene Management Software, you back up your SQL databases. 2. Use the USB cable to connect the Luminometer to your computer. 3. Browse to 3M Clean-Trace, which appears in your computer as a flash memory drive. 4. Double-click [Click Here to Install.exe] in 3M Clean-Trace to start the software installation wizard. The software installation wizard begins to extract the installation files, which usually takes a couple of minutes. 5. To select the language for the software installation wizard screens, use the Select a language default is the language Microsoft® Windows® uses on your computer. Click [Next].

drop-down menu. The

6. The Welcome screen lists requirements for the installation: • You must have Administrator privileges on your computer to complete the software installation. • If you are installing SQL Server® 2012 R2 Express on a Windows® 8 computer, your computer must have internet access during the software installation. • Your computer must have either Microsoft® Internet Explorer version 11, or Google Chrome™ version 45, or Mozilla® Firefox® 41.0.1. To confirm these requirements are met, click [Next].

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EN (English) 7. The End User License Agreement screen displays the license agreement. Read the 3M End User License Agreement. To accept the 3M End User License Agreement. Click the I accept the terms in the license agreement checkbox. • To print the 3M End User License Agreement, click [Print]. Click [Next]. 8. The Installation Configuration screen asks which computer configuration you have: a. Click [Custom Installation Components (advanced)]. b. Click the [Sync Manager] checkbox. Click [OK]. c. Click [Next]. 9. The Sync Manager Details screen asks for the SQL Server® Express database name. a. Click within the Database Server Name: field and type the SQL Server® Express database name. • If you selected “New Database” when you installed the software on the Network File Server, the Database Server name is (computer name)spark • To look up the SQL Server® Express database name, use SQL Server® Management Studio, or click the Windows Start button, type Run in the search field, select Run, type cmd in the open box and click [OK], type >sqlcmd –L and press Enter, • or contact your IT group. b. Click [Verify Connection]. c. When a Connection is verified successfully message appears, click [OK]. d. Click [Next]. 10. The Destination Folder screen appears. • If you want the destination folder to be different than the default C:3M Clean-Trace Hygiene Management folder, click [Browse] and browse to the destination folder you want. • If you do not want to create a Desktop shortcut, click the Desktop shortcut checkbox to deselect it. • If you do not want to create a QuickLaunch shortcut, click the QuickLaunch shortcut checkbox to deselect it. Click [Next]. 11. The Ready to Install screen appears. Review the summary of the options you selected for installation. • If the summary is correct, click [Install]. • Or, if the summary is incorrect, to return to a previous screen and modify the options you selected, click [Previous]. • Or, to cancel the installation, click [Cancel]. 12. The Would you like to install this device software? screen appears. Click [Install]. 13. The Installing Progress screen displays the status of the installation process and a progress bar. Click [Next]. 14. The Installation Complete screen appears. This confirms the installation has completed successfully. Click [Finish]. 15. We recommend you restart your computer.

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EN (English) Using the 3M Clean-Trace Hygiene Management Software Using the Sidebar Menu The sidebar menu appears on the left side of all screens: Sidebar Menu Icons Icon

Name

Action

Home Page

Go to the Dashboard screen

Reports

Go to the Reports screen

Plan Management Go to the Sample Plans screen Configure

Go to the System Setup screen

Using the Common Tasks Menus [View Reports], is available on most screens. The Common Tasks are tailored for A menu of Common Tasks, such as each screen to include the tasks you are most likely to do on each screen. Logging In with Your User Name 1. To start the 3M Clean-Trace Hygiene Management Software: a. Go to the Windows® Start Menu and select All Programs. b. Select 3M Clean-Trace, then select Hygiene Management. c. Or, double-click the

3M Clean-Trace™ shortcut on the desktop.

2. Type your user name in the • Click

Login Name field and enter your Password in the

Password field.

show password to display the password while it’s being typed.

• If you forgot your password, click [Forgot Password?] and type the answer to your secret question. 3. There is a time-out built into the software. If the software is idle (no keyboard or mouse activity) for 30 minutes, the software times out. When you use the keyboard or mouse again, the login screen appears and you must log in again. Signing Out 1. Click the

Current User Name drop-down.

2. Select [Sign Out]. The Login window appears so a different user can Log in. Refer to the Logging in Your User Name section in this manual for more information. • Logging out of the software: Logs out the current user. Places all connected devices in Standby mode. Moves to the Login window. Shutting Down the Software 1. Click close on your web browser, or select [File] on the menu bar and select [Exit]. 2. Shutting down the software: • Logs out the current user. • Gives you an opportunity to save any information that was entered but not yet saved. • Terminates the software.

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EN (English) Setting Up the System when You Use the Software the First Time

The Welcome to 3M Clean-Trace screen appears when the 3M Clean-Trace Hygiene Management Software starts for the first time after you install the software on your computer. This screen does not appear when you start the software again later. • To enter the information required to set up the system, click [Continue]. • You must complete all of the set up screens listed below in the sequence listed before you are able to use any of the other 3M Clean-Trace Hygiene Management Software screens and before you can use the Sync Manager. The 3M Clean-Trace Hygiene Management Software starts the process of setting up the system by displaying the User Preferences screen, then it automatically goes to the next setup screen in a logical sequence until you have entered all of the setup information: 0.Import Data

1.Physical Locations

2.Test Variables

3.Default Values

4.Test Points

5.Comments

6.Roles

7.Users

8.Sample Plans

If you need to edit the setup information after you complete system setup for the first time, use the Sidebar and the Common Tasks menus to correct any errors or to add information. Refer to the Table of Contents in this User Manual to find the specific setup task you want to do. Setting Up User Preferences 1. To select the language for the user interface, use the Language Preference dropdown menu. 2. To select a secret question you will answer if you forget your password and need to reset your password, use the Secret question for password reset dropdown menu. 3. To type the answer to your secret question, click within the Answer to secret question for password reset field and type your answer. 4. Click within the Your Luminometer PIN Code field, select and type a Personal ID Number for logging in to the 3M™ Clean-Trace™ Luminometer. The PIN Code must be a 4 digit number. • To display the PIN Code, click the Show PIN Code checkbox. Enabling or disabling the use of a PIN Code is part of the Organization Settings. The default option for enabling the PIN Code is [No]. 5. Click [Save]. Setting Up the Organization Configuration • Click within the Organization name field and type your organization name, which appears on report headings. The maximum is 50 characters. • To add your logo to report headings, click [Change Logo] and browse to an image file of your logo. • To enable email notification, click the [Yes] checkbox. The fields required for email notification appear. Click within each field and type the required information: User Name

Obtain this information from your IT Support

SMTP Server Name

Obtain this information from your IT Support

Secure Email Server

Obtain this information from your IT Support

Port Number

Obtain this information from your IT Support

Domain

Obtain this information from your IT Support

From Email Address

The From email address that appears in email notifications

Password

Obtain this information from your IT Support

• To select your time zone, use the Time Zone dropdown menu. • To select your date format, use the Date Format drop-down menu. The options are: MM/dd/yyyy – Month/Day/Year dd/MM/yyyy – Day/Month/Year yyyy/MM/dd – Year/Month/Day

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EN (English) • To select the number format: Click the US checkbox to use periods as decimal marks. Click the European checkbox to use commas as decimal marks. • To require strong passwords, click the [Yes] checkbox for Enforce Strong Password: Password length must be 8-20 characters. Passwords must include any 3 of the following: - At least one number - One upper case letter - One special character - One lower case letter Passwords are case sensitive. Copying and pasting passwords is not allowed. Or, if you do not want to enforce strong passwords, click the [No] checkbox. - Passwords can be any number of characters. - Passwords can contain any characters. - Passwords are not case sensitive. - Copying and pasting passwords is allowed. To cancel your changes before saving them, click [Cancel]. • To enable PIN on the Luminometer, click the [Yes] checkbox. This requires technicians to type their 4 digit PIN when logging on to the Luminometer. • To enable configuration of Pass/Fail criteria per Test Point, click the [Yes] checkbox. This enables you to define unique Pass values and Fail values for each Test Point. • To select the number of days for test results to remain on the 3M Clean-Trace Luminometer after you have synchronized the test results to the 3M Clean-Trace Hygiene Management Software, click within the Retain results on Luminometer after Synchronization for field and type the number of days. The default is 7 days and the maximum is 30 days. Retaining the test results on the 3M Clean-Trace Luminometer for this number of days gives you the opportunity to re-synchronize the test results if necessary. • To select Temperature Units: To use Fahrenheit, click the Fahrenheit checkbox. To use Celsius, click the Celsius checkbox. 1. Click [Save and Continue]. 2. To confirm you want to save your changes, click [Yes]. Importing Data Using Data Migration • To import data from a 3M™ Clean-Trace™ Data Trending Software database (B_BiotrackPlus.mdb), click the 3M™ Clean-Trace™ Data Trending System checkbox. 1. Click [Choose File] and browse to the 3M Clean-Trace Data Trending Software database. 2. Click [Import]. 3. When the import is complete, the Result tab opens and it displays the number of data elements successfully imported: Locations, Test Points, and Audits. Any warnings about data elements in the selected database file that were not imported also appear. • Or, to import data from spreadsheets, click the Others checkbox. 1. Click [Choose File] for Test Point File. 2. Browse to the spreadsheet file that contains the Test Point information to import and select it. The spreadsheet file name appears next to Choose File to confirm you have selected the correct file.

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EN (English) 3. Click [Choose File] for Sample Plan File. 4. Browse to the spreadsheet file that contains the Sample Plan information that was exported from the legacy system, and select it. The spreadsheet file name appears next to [Choose File]. 5. If you are importing information from a 3M™ Clean-Trace™ Data Trending Software database, click the NG3 Compatible checkbox. This automatically selects the column name for each field described in step 10. • If you do not click the NG3 Compatible checkbox, the imported test results will be marked “of unknown origin”. 6. Click [Upload]. drop-down menu for each field name and select the column name in the spreadsheet file that contains 7. Click the the information to be imported into that field. The field names into which you are importing information appear on the left and the drop-down menus for the column names in the spreadsheet file you are importing appear on the right. Refer to the Data Migration Spreadsheet File Format for Test Points section in this User Manual for more information. a. Field names marked with * are required fields. 8. To start importing information, click [Continue]. 9. To do another import, click [Import More Data], or to go to the Test Points screen, click [Cancel]. • There is no checking for duplicate test result records. If you import duplicate test results, the duplicate test results appear in the 3M Clean-Trace Hygiene Management Software Dashboard and reports. 10. Click [Save and Continue]. Setting Up Physical Locations Use the Physical Locations feature to define the physical locations in your plant in which your Test Points are located, and to define the categories for those physical locations. • If you imported data using the Data Migration feature, the locations you imported appear automatically. The default location level names for these locations are: Level 1, Level 2, etc. • Use from one to four location levels, which are categories of physical locations, depending on your needs. Remove location levels you do not need, but you must have at least one location level. If you add a location level, it will be added at the bottom. • Each location level is a subset of the location level that appears above it. For example, in the default location levels displayed above: The Line location level is a subset of the Department location level. The Department location level is a subset of the Building location level. The Building location level is a subset of the Plant location level. • To display information on how to set up physical locations, click

Information.

• You must define at least one physical location for each location level. • Start defining physical locations in the top location level. The default top location level is [Plant]. • To change the name of a location level: 1. Click

Edit for the location level name to change.

2. Click within the Level name field and type the new location level name. The maximum is 15 characters. To cancel your changes before saving them, click [Cancel]. 3. Click [Save and Continue]. 4. To confirm you want to save your changes, click [Yes]. • To remove a location level you do not need, click

Remove for that Level name.

• To add a location name to a location level: 1. Click

Add for the level name.

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EN (English) 2. Click within the Location Name field and type the new location name. • To add any additional information about the location, click within the Additional Information field and type the additional information. To cancel your changes before saving them, click [Cancel]. 3. Click [Save]. • To delete a Location name: 1. Click the location name in the green bar display. 2. Click [Delete]. • To change a Location name: 1. Click the location name in the green bar display. 2. Use the Backspace key to delete the existing Location Name, and type the new location name. 3. Click [Update]. Setting Up Test Variables • If you imported data using the Data Migration feature, the test variables you imported appear automatically. • Click the checkboxes for the Test Type Values that you use: Test Type Values

Product Names

□ UXL100 (Surface ATP)

3M™ Clean-Trace™ Surface ATP Test

□ AQF100

3M™ Clean-Trace Water – Free ATP Test

□ AQT200 (Water Total)

3M™ Clean-Trace™ Plus – Total ATP Test

□ Visual Inspection

This is a visual inspection of a Test Point that’s done without using a 3M™ Clean-Trace™ Test and a 3M Clean-Trace Luminometer

• To use the 3M Clean-Trace Luminometer and the 3M Clean-Trace Hygiene Management Software to gather test results for custom tests, click Expand for Add Custom Tests. Click the checkboxes for the predefined custom tests to use: □ pH □ Temperature □ Chemical Residue And, to define your own custom test, click the checkbox for one of the numbered Other Test Type items, and click within the corresponding numbered Other Test Type field and type the name of the custom test. □ Other Test Type 1 □ Other Test Type 2 □ Other Test Type 3 □ Other Test Type 4 Setting Up Test Parameters 1. To display the Add Test Parameters options, click

Expand.

Test Parameters are information about Test Points that are used to sort your reports. For example, Chemicals is one of the default Test Variables that you can use to define the type of cleaning chemicals you use to clean each test point. You can then select which cleaning chemicals to include in a report. For example, you could generate a report that includes all test points that are cleaned with acid detergent. 2. To use the predefined parameters, click the checkboxes for the predefined parameters: □ Chemical Name □ Tool Name □ Cleaning Method □ Cleaning Frequency

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EN (English) And, to define your own custom parameters, click the checkboxes for the User Defined parameters: □ UD1–Click within the UD1 field, remove UD1, and type a name for the field. □ UD2-Click within the UD2 field, remove UD2, and type a name for the field. □ UD3-Click within the UD3 field, remove UD3, and type a name for the field. 3. After you define a Parameter Name, type in the list of values that can be stored in the selected Parameter Name. When you set up or edit Test Points, you will select one of the values from this list of values to be stored with the Test Point. Refer to the Setting Up Test Points section in this User Manual for more information. a. Click within the corresponding numbered Parameter Name field, delete the parameter name, and type in the value. b. To include this value in the list that’s available in the Test Point set up screen and the Edit Test Point screen, click the [Is Applicable] checkbox. • To cancel your changes before saving them, click [Cancel]. 4. Click [Save and Continue]. 5. To confirm you want to save your changes, click [Yes]. Setting Up Default Values You can save time by defining default pass/fail values that are applied to all Test Points, and you can edit the Test Point pass/fail values for which you define specific pass/fail values. 1. To display information about setting up default pass/fail values, click

Information.

2. Click the checkbox for Specify default PASS / FAIL values for the test types. 3. To define default pass/fail values, click the checkboxes for the tests in the Test Types Values list. • To display a Test Type name that has too many characters for the available space, hover the cursor over the name to display the entire name. 4. To define numeric default values, click the Numeric checkbox. To define a pass/fail default value, click the Pass/Fail checkbox. ATP Tests are always Numeric, and the Visual Inspection default value is always Pass/Fail. 5. Click within the Pass Value fields for each test, and enter the pass values. 6. Click within the Fail Value fields for each test, and enter the fail values. • To cancel your changes before saving them, click [Cancel]. 7. Click [Save and Continue]. 8. To confirm you want to save your changes, click [Yes]. Setting Up Test Points If you imported data using the Data Migration feature, the Test Points you imported appear automatically as well as any additional Test Points you have already created. • To sort the list, click on a column heading. For example, to sort the list by location, click Location. • To display a Test Point name that has too many characters for the available space, hover the cursor over the name to display the entire name. • To determine if you have already created a Test Point name, click within the Test Point Name(s) field and type a Test Point name. The list of Test Point names includes only the Test Point names that match the Test Point name you typed. If none are displayed, no Test Point names matched. 1. To create a new Test Point name, click

[Create Test Point(s)].

• Click within the field corresponding to each field name, then type the Test Point information into the field. • To select a predefined Test Type, use the Test Type dropdown menu. • To define pass/fail limits for this Test Point only, click the [Change Pass / Fail Criteria] checkbox, and define the Pass limit and the Fail limit: Click and drag the white circles on the slide bar. Or, click within the Pass field and type the Pass limit and click within the Fail field and type the Fail value.

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EN (English) Setting a pass/fail limit with the slider is possible up to 1000. To define a pass/fail limit greater than 1000, click in the field and type the value. Any values greater than 1000 will be shown in the slider bar as >1000. • If you use Test Parameters such as Chemical Name, Tool Name, Cleaning Method, etc., use the dropdown menus for these parameters to select a predefined value for this Test Point. • The <, >, %, ~ characters are not allowed in the Name and Description fields. • To select the physical location of this Test Point, click the checkbox for the location in the Manage Location list. If you click the checkboxes for several locations, a Confirmation window appears asking you to confirm you want to do this. Click [Yes] to confirm, or [No] to select different locations. • To display a picture of this Test Point on the 3M Clean-Trace Luminometer screen when this Test Point name appears in a Sample Plan on the 3M Clean-Trace Luminometer, click [Browse] then select a digital image file of the Test Point. The picture appears on the screen in the same way it will appear on the 3M Clean-Trace Luminometer screen. • To cancel your changes before saving them, click [Cancel]. 2. Click [Save]. Setting Up Comments [Add Comment] to create a new Comment. 1. Click 2. Click within the Comment field, then type the comment into the field. Enter any comment related to causes and corrective actions for a failed test point. Comments will be available to select on the luminometer after a test point failure. Examples could include “Debris present”, “Re-Rinse”, “Re-Test”. • Field names marked with * are required fields. • The <, >, %, ~ characters are not allowed in the Name, and Description fields. • To cancel your changes before saving them, click [Cancel]. 3. Click [Save and Continue]. 4. To confirm you want to save your changes, click [Yes]. Setting Up Roles When you are setting up users, you must select a role for each user. A user’s role defines which software features the user is allowed to access. The default access permissions for each of the roles are: Administrator Role

Features

Supervisor Role

Technician Role

User Management

Full

Read

No Access

Plan Management

Full

Full

Read

Resource Management

Full

Read

No Access

Luminometer Management

Full

Full

Read

Result Management

Full

Read

Read

Database Management

Full

No Access

No Access

Reports

Full

Full

Full

Logs

Full

Read

No Access

Organization Setting

Full

Read

No Access

1. Click

Edit for the role to edit.

2. Click the checkbox for the Access level for the feature to edit. The options are: Full Access, Read Access, No Access • To cancel your changes before saving them, click [Cancel]. 3. Click [Save & Continue]. 4. To confirm you want to save your changes, click [Yes].

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EN (English) Setting Up Users You will need to have the following information about each of the Users you set up: Title

User’s title, for example Mr., Mrs., etc. (not required)

First Name *

User’s first name

Last Name *

User’s last name

Role *

User’s role (Administrator, Supervisor, or Technician)

Login Name *

User’s login name, which is used for logging in to the 3M Clean-Trace Hygiene Management Software (only required when User allowed to login)

Email Address *

User’s email addess (only required when User allowed to login)

Phone Number

User’s phone number (not required)

PIN Code *

User’s PIN code, which is the password used for logging in to a 3M Clean-Trace Luminometer (required only if PIN Code enabled)

Notes

Notes about the user (not required)

Status

Automatically set to Active when you add a User

1. Click

[Add User].

2. Click within the field corresponding to each field name, and type the User’s information into the field. 3. To select a predefined role, use the Role dropdown menu. 4. To select a predefined status, use the Status dropdown menu. The default is Active status, which is the required status when adding new users. • Field names marked with * are required fields. • The <, >, %, ~ characters are not allowed in the Title, First Name, Last Name, and Notes fields. • Application login can be disabled (e.g., a Technician may be added as a User to the software and not allowed to login) by deselecting the [Allow Application Login] checkbox. The Email Address and Login Name fields are inactivated in that case. • If the User is enabled to login, then entering login information is required. Use the [email protected] format for the Email Address field. Use the Email Address as the User Name when you log on to the 3M Clean-Trace Hygiene Management Software.Only numbers and the (,) characters are allowed in the Phone Number field. • Only numbers are allowed in the PIN Code field. The PIN Code is a 4 digit number used to log onto the 3M Clean-Trace Luminometer. • A new user’s password is automatically set to “temp123” until the user logs in the first time, when the new user changes their password from “temp123” to a password they define. • To cancel your changes before saving them, click [Cancel]. 5. Click [Save & Continue]. 6. To confirm you want to save your changes, click [Yes]. 7. Each User you add receives an email containing a link to log in to the 3M Clean-Trace Hygiene Monitoring Software. Setting Up Sample Plans by All Test Points If you imported data using the Data Migration feature, the Sample Plans you imported appear automatically. To display a list of all Test Point Names and select the Test Point Names to include in the Sample plan either individually or as a group, use the By All option. • A list of Sample Plans you have already created appears. To sort the list, click on a column heading. For example, to sort the list by Test Point name, click Name. • To edit a Sample Plan, click the Sample Plan name. • To display Sample Plan Details, click information Common Tasks: To edit the Sample Plan, click

for the Sample Plan. In the Sample Plan Details screen, use the

[Edit Sample Plan].

To edit the schedule recurrence or randomization for the Sample Plan, click To add or edit a User, click

[Add/Edit User]. 12

[Edit Schedule].

EN (English) To apply pass/fail limits to all Test Points in the Sample Plan, click

Apply Pass/Fail Criteria.

- Click the Test Type checkbox. - Click within the Pass field and type the Pass value. - Click within the Fail field and type the Fail value. - To apply the Pass/Fail values to all Test Points in the Sample Plan, click the Apply to all test-points checkbox. - Or, to apply the Pass/Fail values only to Test Points that use the default Pass/Fail values, click the Apply to test-points with default criteria checkbox. 1. Click

[Add Sample Plan].

2. Click within the Plan Name field, and type the Sample Plan Name. • To add a description of the Sample Plan, click within the Description field, and type a description. 3. Click the By All checkbox. A list of all existing Test Points appears in the View Test Points area. • To search all existing Test Point names to determine if a Test Point name already exists, click within the Search field and type the Test Point name. 4. To add a Test Point to the Sample Plan, click the checkbox for that Test Point and click [Add] moves from the View Test Points box to the Test Points in Sample Plan box.

. That Test Point name

5. To remove a Test Point from the Sample Plan, click the checkbox for that Test Point and click Point Name moves from the Test Points in Sample Plan box back to the View Test Points box.

[Remove]. That Test

• Test Points appear in a Sample Plan on a 3M Clean-Trace Luminometer in the sequence in which you add them to the Sample Plan. • To display the entire list of Test Point names, use the vertical scroll bars. • To move multiple Test Points to the Test Points in Sample Plan box or back to the View Test Points box at the same time, select multiple Test Point Names. • To cancel your changes before saving them, click [Cancel]. 6. Click [Save & Continue]. 7. The 3M Clean-Trace Hygiene Management Software automatically moves to the 2.Schedule tab to schedule the Sample Plan. Refer to the Scheduling a Sample Plan section in this User Manual for more information. Setting Up Sample Plans by Location To include all Test Points associated with a selected location, use the By Location option to display a list of Locations and select a Location. • A list of Sample Plans you have already created or imported using the Data Migration feature appears. • If you imported Sample Plans using the Data Migration feature, you must assign the imported Sample Plans to a User before you synchronize those sample plans to a 3M Clean-Trace Luminometer. • To sort the list, click on a column heading. For example, to sort the list by Test Point name, click Name. • To display a Sample Plan name that has too many characters for the available space, hover the cursor over the name to display the entire name. • To edit a Sample Plan, click the Sample Plan name. • To display Sample Plan Details, click information Common Tasks:

for the Sample Plan. In the Sample Plan Details screen, use the

[Edit Sample Plan].

To edit the Sample Plan, click

To edit the schedule recurrence or randomization for the Sample Plan, click To add or edit a User, click

[Edit Schedule].

[Add/Edit User].

To apply pass/fail limits to all Test Points in the Sample Plan, click

Apply Pass/Fail Criteria.

- Click the Test Type checkbox. - Click within the Pass field and type the Pass value. - Click within the Fail field and type the Fail value. - To apply the Pass/Fail values to all Test Points in the Sample Plan, click the Apply to all test-points checkbox. 13

EN (English) • Or, to apply the Pass/Fail values only to Test Points that use the default Pass/Fail values, click the Apply to test-points with default criteria checkbox. 1. Click within the Plan Name field, and type the Sample Plan Name. • To add a description of the Sample Plan, click within the Description field, and type a description. 2. Click the By Location checkbox. A list of your Locations appears. These are the Locations you associated with these Test Points during the Setting Up Test Points step. Refer to the Setting Up Test Points section in this User Manual for more information. • To display the Test Points associated with a location, click

Expand Locations for the Location.

• To remove the display of Test Points associated with a location, click

Contract Locations.

[Create Test Point(s)]. This takes you to the Create Test Point(s) screen and • To create a new Test Point, click returns you to the Create New Sample Plan screen after you have created a new Test Point so you can add the new Test Point to a Sample Plan. 3. To move all of the Test Points associated with a Location, select the Location Name, and then click [Add] Test Points associated with the selected location move to the Points in Sample Plan area.

. All of the

• To cancel your changes before saving them, click [Cancel]. 4. Click [Save & Continue]. 5. The 3M Clean-Trace Hygiene Management Software automatically moves to the 2.Schedule tab to schedule the Sample Plan. Refer to the Scheduling a Sample Plan section in this User Manual for more information. Randomizing Test Points in a Sample Plan Plan Management on the sidebar menu, then click the Sample Plan name in 1. If you are editing a Sample Plan, click the Sample Plans list. Or, click

Home and click

[Edit Sample Plan].

• To schedule some of the Test Points in the Sample Plan to be randomly included in the Sample Plan, click the Yes checkbox for Randomization. • Click within the Number of test point(s) to be randomly included: field and type the number of Test Points in the Sample Plan to be randomly included when the Sample Plan is done. • For a randomly selected Test Point to not be selected again until all of the other randomly selected Test Points in the Sample plan have also been selected, click the No Repeat checkbox. This ensures that all the randomly selected Test Points will be selected eventually. • For Test Points that are tested every time the Sample Plan is done, click the Required checkbox in the Test points to be selected always (if any): table. The Test Points that are not checked are included in the Sample Plan randomly. 2. Click [Next] to save the Sample Plan schedule. • The 3M Clean-Trace Hygiene Management Software automatically moves to the 3. Assign tab to assign the Sample Plan to a user. Refer to the Assigning a Sample Plan to a User section in this User Manual for more information. Assigning a Sample Plan to a User 1. If you are editing a Sample Plan, click

Plan Management on the sidebar menu.

2. Or, click the Sample Plan name in the Sample Plans list. • Or, click

Home and click

[Edit Sample Plan].

To select the Users to assign to do this Sample Plan, use the Assign Users dropdown menu. To select all users, click the All checkbox. To cancel your changes before saving them, click [Cancel]. 3. To save the user assignments, click [Finish]. Importing Test Results Using Data Migration 1. Click Reports in the sidebar menu, and click [Import Data].

[Add Edit Test Result] in the Common Tasks list and click

2. Click [Choose File] for Test Result File.

14

EN (English) 3. Browse to the spreadsheet file that contains the Test Result information exported from the legacy system, and select it. The spreadsheet file name appears next to [Choose File]. 4. If you are importing information from a 3M™ Clean-Trace™ Data Trending Software database, click the NG3 Compatible checkbox. This automatically selects the column name for each field described in step 6. 5. Click [Upload]. drop-down menu for each field name and select the column name in the spreadsheet file that contains the 6. Click the information to be imported into that field. Refer to the Data Migration Spreadsheet File Format for Test Results section in this User Manual for more information. • Field names marked with * are required fields. 7. To start importing the test point information Click [Continue]. 8. To do another import, click [Import More Data], or to use any of the other screens, use the sidebar menu.

Using the Sync Manager Logging in Your User Name on the Sync Manager • The Sync Manager starts automatically when you start your computer. If you log in to the Sync Manager at this time, it remains open until you re-start your computer. • When you click Manager, click

close to exit the Sync Manager, it actually minimizes and remains active. To maximize the Sync Show hidden icons on the Windows task bar. Double-click the 3Sync Manager.

• If you closed the Sync Manager before logging in when it automatically started: • Go to the Windows Start Menu and select [All Programs]. Select [3M Clean-Trace] then select [Sync Manager]. Or, double-click the Sync Manager shortcut on the desktop. Enter your user name in the User Name field and enter your password in the Password field. Click [OK]. Setting up a Bluetooth Connection 1. To enable a Bluetooth connection on your computer, click the Windows Start button, then click [Devices and Printers], then click [Add a Device]. 2. To enable Bluetooth services on your 3M Clean-Trace Luminometer: a. Touch the top of the screen for 1 second, then swipe down. b. Tap

Connections.

c. Tap

Bluetooth.

d. To turn Bluetooth on, tap [Off] to change to [On] appears. To make the Luminometer visible to other Bluetooth devices, tap [Not visible to other Bluetooth devices] to change to [Visible to all nearby Bluetooth devices]. A two minute timer begins in which the Luminometer searches for a pairing with another Bluetooth device. 3. Return to the Add a Device window, and click the 3MCT(luminometer serial number) object when it appears. Click [Add] 4. Return to your 3M Clean-Trace Luminometer, and tap [pair] if the 6-digit PIN that appears matches the 6-digit PIN that appears on the Add a Device window. 5. Move to the Sync Manager window on your computer. 6. Tap Return 7. Tap

.

[Settings].

8. Tap [Preferred Connection]. 9. Tap [Bluetooth]. 10. Tap [Select]. Show Hidden Icons on the Windows task bar. Double-click the 3Sync Manager 11. To start the Sync Manager, click and log in using the same User Name and password as you use to log in to the 3M Clean-Trace Hygiene Management Software.

15

EN (English) Scheduling a Sample Plan 1. If you are editing a Sample Plan, click the Sample Plans list. • Or, you can click

Home and click

Plan Management on the sidebar menu, then click the Sample Plan name in [Edit Sample Plan].

2. Click the [2.Schedule] tab. 3. Click the [Yes] checkbox for Schedule Recurrence. • Click the Start Date field and type the start date and time. Or, click time.

Calendar and select the start date on the calendar display. and click

Time and select the start

• To schedule the Sample Plan to be done on a daily basis, click the Daily checkbox for Schedule Pattern. Click within the Time(s) field and type the number of times the Sample Plan should be done. Click within the Day(s) field and type the number of elapsed days between scheduled completions of Sample Plan. For example, type 1 time(s) every 2 Day(s) to schedule the Sample Plan to be done every other day. Or, to schedule the Sample Plan to be done weekly, click the Weekly checkbox. Click the checkbox for the day(s) of the week (M, T, W, TH, F, SA, SU) on which you want the Sample Plan to be done. Click within the Week(s) field and type the number of weeks for which the schedule should repeat. For example, select M, W, F and type 2 Week(s) to schedule the Sample Plan to be done on Monday, Wednesday, and Friday once every two weeks. Or, to schedule the Sample Plan to be done monthly, click the Monthly checkbox. Click within the Month(s) field and type the number of months for which the schedule should repeat. For example, select 1 Month(s) to schedule the Sample Plan to be done once per month. • To continue the Sample Plan schedule indefinitely, click the No End Date checkbox for Range of Recurrence. Or, to end the Sample Plan schedule after a defined number of repetitions, click the End After checkbox. Click within the Occurrences field and type the number of times the Sample Plan should be scheduled. For example, type 6 for the Sample Plan to be done 6 times according to the schedule you defined. Or, for the Sample Plan schedule to end on a specific date, click the End By checkbox. Click within the date field and type the end date or click the

calendar icon and select the end date.

• To review the schedule you have defined and confirm it is correct, click [Generate Preview]. 4. Click [Next]. • The 3M Clean-Trace Hygiene Management Software automatically moves to the 3.Assign tab to schedule the Sample Plan. Refer to the Assigning a Sample Plan section in this User Manual for more information. Synchronizing with a 3M Clean-Trace NG Luminometer 1. Turn on the 3M Clean-Trace NG Luminometer and connect it to your computer using the USB cable. 2. Start the Sync Manager. Refer to the Logging in your user name on the Sync Manager section of this User Manual for more information. 3. Click [Connect Luminometer]. • The User who is logged in to the Sync Manager is recorded as the User who did the test results.

Adding or Editing System Setup Information Changing Your Password 1. Click down arrow next to the current User name in the upper right area of the screen. 2. Select [Change Password]. 3. Click within the Old Password field and type your old password. 4. Click within the New Password field and type your new password. If you selected the strong password option in the Setting Up the Organization Configuration step:

16

EN (English) • A Password length is 8-20 characters. • A Password must include any 3 of the following: At least one number One upper case letter One special character One lower case letter • A Password is case sensitive 5. Click within the Re-enter Password field and type your new password again. • To clear the fields and start over, click [Clear]. 6. Click [Save]. Editing User Preferences User name drop-down arrow. 1. Click 2. Select [User Preferences]. The process for editing User Preferences is the same as the process for setting up User Preferences. Refer to the instructions in the Setting Up User Preferences section in this User Manual for more details. Editing Your Profile User name drop-down. 1. Click the 2. Select [My Profile]. 3. Click [Edit]. • To edit a field, click within the field and type the new information. • To edit the Role Field or the Status field, use the drop-down menu. • In the Status field: An Active User can Log on and use the features permitted for their Role. An Inactive User cannot Log on, and you can later change the User’s status back to Active. A Locked User cannot Log on, and you cannot later change the User’s status back to Active. 4. Click [Reset Password] to automatically reset the password to temp123. • To cancel your changes before saving them, click [Cancel]. 5. Click [Save]. Adding a Sample Plan Plan Management on the sidebar menu, and click 1. Click • A list of Sample Plans appears when you click • To display Sample Plan details, click • Or, click

[Add Sample Plan].

Plan Management on the sidebar menu.

information for the Sample Plan.

Home on the sidebar menu, and click

[Add Sample Plan].

2. The process for adding a Sample Plan is the same as the process for setting up a Sample Plan. Refer to the instructions in the Setting Up Sample Plans section of this User Manual for more information. Editing a Sample Plan Synchronizing with a 3M Clean-Trace Luminometer • To confirm the Sync Manager is active, click Show hidden icons on the Windows task bar. Double-click the 3Sync Manager and log in using the same User Name and password as you use to log in to the 3M Clean-Trace Hygiene Management Software. • Initiate the synchronization using the 3M Clean-Trace Luminometer. Refer to the Synchronizing the 3M Clean-Trace Luminometer with the Computer Database section in the 3M Clean-Trace Luminometer User Manual for more information. • To synchronize a 3M Clean-Trace Luminometer the first time, use a USB connection. Then you can set up a Wifi or a Bluetooth connection to synchronize. 17