To view and manage activities for a single specific site, Navigate to the desired facility, and in the menu on the left, click Activities and Activity Log.

You may add a new Activity by clicking Add New at the top of the page. 

To edit an existing activity, click the pencil edit icon. 

Then, use the tabs to locate and manage the action you need to take.

General

When a new activity is created, the required fields in the General tab include Type, Priority, Task, Status, and Date Due. 

You may use Actions and Comments to include additional details, or multi-step tasks, you can create and manage Subtasks. 

Equipment

To associate an activity with specific equipment, click on the Equipment tab. From here you can add any tanks to be associated by using the arrows to select tanks. Any tanks listed in the Selected Tanks box will be associated with the activity. 

E-Files

The E-Files tab contains a list of files associated with the activity. You may delete or download existing files, you can upload new files, or you can choose to attach files from the Electronic File Cabinet (E-Files) to the activity.

Associations

If the activity was created as part of another event in Titan Cloud, such as an alarm or a remediation, the associated item(s) will be listed here. You can view, update, or remove associated items from this tab.

Verisae Work Orders

If your company uses a Verisae integration, the associated Verisae Work Orders can be viewed and managed here.

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App Download

If you have not yet downloaded the Titan Cloud Advanced Facility Inspections app to your smartphone or tablet, you may do so by clicking one of the links below.

For iPhone or iPad: Apple Store

For an Android phone or tablet: Google Play Store 

Once the app is installed on your mobile device, use your Titan Cloud Edge username and password to log in. 

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Once you log in to the AFI mobile app, you may open an existing inspection, or you may create a new inspection. 

Open an Existing Inspection

To locate a specific inspection, you may filter by Facility, Inspection Profile, Date, and/or Status. 

The Filter by Facility field defaults to the first alphabetical facility you can access. 

To open a different facility, you may type the facility name, or you may click the x to clear the current value and use the downward arrow to open a dropdown list. You may also click the filter button to expand the advanced search options. 

The Filter by Inspection Profile field contains all available state-mandated or custom inspection forms for the selected site. 

The Filter by Status section uses the following icons: 

Up-facing Arrow: Open Inspection

Clock: Pending Review

Checkmark: Completed

Tip: Next to the status, you may also see a Sync icon. This indicates that there is some content in the inspection that has not yet been synced with Titan Cloud.

Once you've located the inspection you're looking for, tap it to open.

Create New Inspection

To create a new inspection, tap the Create Inspection button. 

Use the Facility dropdown list to select the facility. This value will determine which state-mandated or custom forms are available to select as the Inspection Profile. 

The Inspection Date will default to today's date and the Inspector will default to the logged-in user. 

Tap Create to confirm selections and open the new inspection.

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Complete Inspection

To submit the inspection, tap Inspection Details at the top right corner of the screen. 

Select the checkmark next to Complete Inspection, then tap OK in the prompt that follows to confirm your understanding that no further edits can be made. 

If the Inspection Profile does not require a review step, the inspection status is updated to Complete.

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From the Facility page, click E-Processing and Advanced Facility Inspections in the left-side menu. 

Use the grid filters to locate the inspection you'd like to complete and click the pencil edit icon. 

Depending on the Inspection Profile, you may have permission to close out inspections with a status of Open or Pending Review. 

Select the checkbox next to Complete Inspection, then click Update to save.

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We recommend using the Compliance Dashboard for a high level overview of active alarms across facilities. 

Click the nine dots to open the global menu, then select Dashboard. Depending on how your Compliance Dashboard is configured, you may need to scroll until you reach the ATG Alarms. 

If configured, you should see “Active Alarms within the Previous Day” and “Active Alarms (Total).” The results shown here are based on the most recent polled state.

If any items are listed, click to open detailed results in a grid format. 

These grids may be filtered using any of the available options on screen. You may also click More to open more filtering options including facility status, facility groups, facility contact types, and dashboard date. 

You can explore further by clicking on the Facility Name to open the Alarms page for that facility. This is the same screen described below.

Alarms Page

The Alarms page is a central hub for viewing all active or historical alarms, and may be accessed at the global (client) level or at the facility level. This page may be used for manually creating Activities from alarm events, or for adding comments to alarms.

Use the filters to select which alarms should be present in the grid and click Go. If you click Go without populating any filters, you will view all current active alarms by default.  

If you use this page frequently, we recommend creating a View with your preferred filters. 

If you are accessing alarms for a single facility, you may also click Poll Now to retrieve instantly updated alarm data from the ATG. 

Results will populate in a grid once you've clicked Go. 

Scroll horizontally to find the Activities and Comments columns. 

Click Manage Activities in the Activities column to manually create, edit, or remove tasks associated with the alarm. You may also link the alarm to additional existing activities. 

Comments may be added to the Comments column. Click Update to save. 

To open E-files for a single facility, first navigate to the facility. In the left-side facility menu, click Electronic Files and select E-Files. 

E-Files Organization

All files are organized in a grid on the E-Files page. By default, files are sorted into categories called File Applications, which are presented as a vertical folder tree on the left of the grid. 

You can leave “All” selected to view all files in the grid, or select a File Application from the folder tree to view only the files in that category. If you know the name of the file, type it into the Search bar!

View an E-File

To open a file in a new browser tab, click the thumbnail or icon in the View column. 

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To add a new file, click Add and select File. 

Drag and drop a file or click Upload to choose a file from your device. Complete the required fields and click Add New to save the E-File. 

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Use the Select column to check the file or multiple files you'd like to download. You may also use the checkbox in the Select column header to select all files in your current view. 

Click Options to open the dropdown menu, and click Download. If multiple files are selected, they will be downloaded to your device as a zip file. 

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Use the Select column to check the file or multiple files you'd like to send via email. You may also use the checkbox in the Select column header to select all files in your current view. 

Click Options to open the dropdown menu, and click Email. 

The Send Email window will prompt you to select a template if applicable, and specify the To, Subject, and Message for your email. You may input these from scratch or use the dropdown menus to select values sourced from your facility/client info. 

When you're ready, click Send.

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To view delivery details for a single facility, click Operational Compliance and Deliveries in the facility menu. 

Search Deliveries

Use the search panel at the top of the screen to filter delivery results by Tank, Start Date or End Date. Click Go to display results below or Get CSV to download and view in Excel.

Deliveries are displayed in a grid that may be filtered or customized as described in the Grid FAQs article. Clicking the Export to Excel button will download a CSV with all additional filters or customizations applied.  

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To view and manage Important Dates for a single facility, first navigate to that facility in Titan Cloud. In the left-side facility menu, click Activities and Important Dates. 

First, select the category tab that best matches the date or record.

• General Important Dates: A catch-all area for date tracking, for renewals outside of permits, testing, or invoices.
• Permits: Tracking for permit records and renewals.
• Testing: Tracking for testing events and renewals. 
• Invoices: Tracking for invoices related to permit records and renewals. 
• Regulatory Inspections: Tracking for details, documents, and activities associated with a State Regulatory Agency's inspection.  

Click Add New to add a new record, or select the pencil edit icon to update an existing record.

In the facility menu, click Operational Compliance and Release Detection Summary.

The tank release detection methods are displayed in a 12 month history. Additional sections are displayed for the current month. To change the display month, select your Month/Year from the dropdown at the top of the page. 

the following functions are available on the Release Detection Summary page.

• Download a PDF copy of the monthly results.
• Download a PDF copy of the monthly results in an updated format (if available).
• Download a PDF copy of the yearly compliance report (if available).
• Email compliance reports using an email template (if available).
• Recalculate summary.
• Regenerate facility compliance reports.
• Manage comments and approvals.

Click the nine dots in the top left corner to open the global menu. Under Reports, select Download Facility Compliance Reports.

Use the filters to select the appropriate parameters and click Go.

Locate a Report

To open the Reports page, click the nine dots at the top left of the page to open the global menu. In the Reports section, select Reports. 

The Reports page is organized into categories listed on the left side of the screen. 

To search for a specific report, type a keyword into the search bar or browse the options by category.

Favorites: A list of shortcuts to your frequently used Reports. To add Reports to your Favorites, locate them in their existing category and click the star icon.

My Reports: Custom reports that may only be accessed by your user account.

Company Reports: Custom reports available to all users with access to your organization's Reports. 

Standard Reports: All other categories contain standard reports created by Titan Cloud for your convenience. 

Standard Reports Library

Run a Report

Click on any report name or clipboard view icon to open up the Report Render page in a new browser tab. 

Before rendering the report, you will need to define parameters for the report. The options provided on this page depend on the type of report you've selected.

At the bottom of the page, specify a file type for the report. CSV is selected by default, but you may use the dropdown menu to select a different format such as PDF, Excel, HTML, or more advanced options.

To run the report, click Get Report. The file will be automatically downloaded to your device. 

Navigate to the Inventory page by selecting Operational Compliance and Inventory in the facility menu. 

By default, each tank has its own graph. 

The product level is each grid the solid line that matches the fill lid color. 

Other details in the graph include Water level, Tank High Level Alarm Limit, Delivery Needed Level Limit, and Low Product Level Limit.

Tip: To drill down into a detailed view, click and drag your cursor over a portion of the graph. Hover over the line to see details. Click “Reset Zoom” to zoom back out. 

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The Poll Now function will update inventory readings on the Tank Inventory page. 

At the top of the Tank Inventory page, select POLL NOW in the Collection Profile drop-down menu, then click the Poll Now button. 

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