Corporate Level Employee Guide
Step-by-step instructions for tasks commonly performed by corporate-level employees.
Written by Jess Hamilton
Updated at April 30th, 2025
Table of Contents
The resources here have been compiled to assist corporate-level employees accomplish day-to-day tasks in Titan Cloud Edge across multiple affiliated sites.
Activity Log
How to find Activities
To view and manage activities for all sites, Click the nine dots to open the global menu. Under Compliance, select Global Activity Log.
To view and manage activities for a single specific site, you may use the filters in the Global Activity Log, or you may Navigate to the desired facility, and in the menu on the left, click Activities and Activity Log.
How to take action on an Activity
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.
Selecting the Track Resolution option above the Watchers list will open up a Cause Tracking section to help track the activity to completion.
Finally, the General tab also includes the ability to attach a file and link the activity to a Work Order if applicable to your workflow.
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.
How to manage Activity templates
Activity Templates pre-populate fields and workflows for manually or automatically created activities, allowing for standardization, time-saving, and quality control.
To create and manage Activity Templates, click the nine dots at the top left of the screen to open the global menu and select Gateway. Under Administration, select Activity Template Setup.
If existing Activity Templates exist, you can click the pencil edit icon to update them. To create a new Activity Template, click Add New.
Details
In most cases, you will only need to complete the Details tab. This tab contains fields that determine when and where the template can be used, as well as the properties that will pre-populate when the template is used.
Template Usage
| Field | Description |
|---|---|
| Template Name | This will appear in dropdowns to select this template where applicable. |
| Template Type |
The Template Type selected determines which values are available to select in the “Add Field To” sections below.
This list is managed on the backend by Titan Cloud DevOps and is not customizable at this time. |
| Parent Template |
If applicable, create an association with a Parent Template. This will designate the current template as a Child.
When the Parent Template is used to create an Activity, an associated Child Activity will be created with the current template. |
| Active (check box) | Click to enable the template where applicable. |
| Facility Groups |
Determines which Facility Group(s) may use this template.
Leave “All” selected, select one option, or hold down the |
| Facility Statuses |
Determines which Facility Status(es) may use this template.
Leave “All” selected, select one option, or hold down the |
| Countries |
Determines which country or countries may use this template.
Leave “All” selected, select one option, or hold down the |
| States |
Determines which State(s) or Province(s) may use this template.
Leave “All” selected, select one option, or hold down the |
| Facility | Select and use the arrows to move specific facilities into the “Always Included Facilities” list to ensure the template is available for the site even if it is not included in the selected groups, statuses, countries, or states. |
| Suppress Email for New Activity | If this checkbox is selected, NO email will be sent when a new activity is created using this template. |
| Available for On-Demand Creation on the Activity Log | If this checkbox is selected, this template will be available in the dropdown list when manually creating a new activity from the Activity Log. |
Template Properties
The following options are available to configure for the template to pre-populate when used:
- Activity Type
- Activity Category
- Activity Status
- Priority
- Due Date Days From Today
- Assigned To
- Forward To
- Include Attachments in Email Update
- Track Resolution
- Cause Type
- Issue Type
- Resolution Type
- Old Equipment Manufacturer
- Old Equipment Model
- New Equipment Manufacturer
- New Equipment Model
- New Equipment Cost
- Email Template
- Add Field to the Activity Description
- Task (State What Needs To Be Done)
- Add Field to the Actions Taken
- Actions Taken to Complete Task
- Add Field to the Comments
- Comments
- Assign Watchers
Administrative Console & Setup Tasks
How to add a new Facility
New Facility Setup
Note: Some contracts do not permit clients to add new facilities. Please reach out to your CSM for clarification if needed.
There are three crucial stages to setting up a facility:
- Pre-connection setup to prepare Titan Cloud to connect with the ATG
- Connecting the ATG
- Post-connection setup to populate Titan Cloud with data from the ATG
This resource provides instructions to complete all three steps entirely within the Titan Cloud web portal. If you are using the Implementation Template to set up multiple facilities, a Titan Cloud software engineer will likely be doing many of these steps programmatically. Please defer to your Customer Success Manager's guidance if you are unsure what is needed in your specific use case.
Part 1: Pre-Connection Setup
Add Facility to Titan Cloud
On the Facility List page for the associated client, click Add New.
For most subscription types, only Facility Name or Internal ID are required.
If Maintenance and Inventory/Assets are enabled for the client, all fields are required.
Complete all known information and click Add New to save.
When the facility has been created, you can begin to populate the Facility Profile.
At minimum, tanks must be configured before connecting the ATG.
Add Tanks
Configure Tanks
In the facility navigation menu, click Facility Info and Tanks.
To add a new tank, click Add New. To update an existing tank, click the tank's summary card.
Tip: Tank summary cards are color coded and sorted by Tank Status. Users with access to Dropdown List Management can customize Tank Statuses in the Administrative Console.
This will open the Tank & Line Profile page for the tank.
The following fields are required to configure a tank in Titan Cloud.
| Required Field | Example |
|---|---|
| Tank Location Type | Underground Storage Tank (UST) |
| Tank Status | Currently In Use |
| Tank Registration No. |
This may be the federal/local registration number or a label describing the tank for quick reference. Example: 001-Reg |
| Tank ID for Automation (ATG) |
This value is used to map the tank when connecting the ATG to Titan Cloud. This must match the identifier for the tank in the gauge. Example: 1 |
Although not required, we strongly recommend including including Substance/Product, Total Gross Capacity, and Tank Size in the initial setup.
To save the tank information, scroll to the bottom of the page and select add new. Additional information can be added at any time.
Need to designate manifold tanks?
To set up manifold tanks, click Configure Manifolds.
If an existing manifold is displayed, click the pencil edit icon to manage it. To configure a new manifold, click Add New.
Add a Description to label the manifold, and use the drop-down menus for the manifold member tanks to designate the Member Type (ex: Master or Satellite).
If the manifold should be considered a single unit for Delivery Planning, make sure to check the box under the Description.
Click Save and close the window to return to the Tank & Line Profile editor.
Part 2: Connect ATG
Configuring the new facility's ATG polling requires the use of the Test Connectivity Wizard and the Add/Change Connectivity Wizard. For a more in depth review of these tools, please review the Connectivity Wizards article.
Test Connectivity Wizard
Click the nine dots at the top right of the screen to open the global menu. Under Fuel Management, click Test Connectivity Wizard.
Select Connectivity Type from the drop-down list. Depending on your selection, you will be prompted to provide applicable details.
| Connectivity Type | Minimum Required Fields |
|---|---|
| Internet (Public IP)* | IP Address, Port |
| VPN* | VPN, IP Address, Port |
| Modem | Phone Number |
*If you are setting up internet or VPN connectivity for any Franklin Fueling (EVO or legacy) gauge, Web Console Protocol and Port are also required.
What are my Web Console Protocol & Port?
Web protocols set the rules for how data is sent across networks.
By default, VR-450 and FF 200/400/600 gauges use https:// with port 443.
By default, FF 550s use http:// with port 80.
These defaults can be changed in the ATG itself.
Tip: Depending on how you are setting up the connection, additional fields such as security code or password may be required on this screen, and additional setup outside of Titan Cloud may be necessary. For example:
- VPN setups require coordination with Titan Cloud Support
- Public ATG polling requires a whitelist for IPv4 35.168.249.144
If you are unsure of what's needed for your connection setup, please reach out to your Customer Success Manager for next steps.
Clicking Run Test will automatically send a series of commands to the ATG using the connection parameters provided.
At the conclusion of the test, you'll see a success or failure message, and the Add/Change Connectivity Parameters button will become available.
If the test fails, double check the connectivity information provided. You may need to coordinate with the facility's IT department or other internal source.
If the test is successful, click the Add/Change Connectivity Parameters button to proceed.
Add/Change Connectivity Wizard
Confirm the name of the new facility, and select Create new site in the drop-down.
This option adds the ATG site to the polling engine, and links it to the newly created facility in the Titan Cloud web portal.
Click Continue, then confirm the details.
After a few minutes, you will see the connectivity details on the Facility Profile page under the ATG Information tab.
Note: The ATG Connection information on the Facility Profile has an IP Address field and a Polling IP Address field.
The IP Address field is editable from this screen but does not impact ATG polling. The Polling IP Address field can only be updated using the Connectivity Wizards.
Part 3: Post-Connection Setup
Auto-Mapping Options
Query Gauge
The most thorough method to configure settings based on the ATG's current master record is with the Query Gauge function. This function retrieves a fresh copy of the setup data from the ATG, stores it in the polling engine, and forwards the relevant information to Titan Cloud.
The Query Gauge function is available on two pages: Tank Inventory via Poll Now and Configuration Management. While Configuration Management is only available for Veeder Root 350/450 connections, the Query Gauge function on the Tank Inventory page can be used with any Franklin Fueling or Veeder Root gauge.
To access and run, click Operational Compliance and Inventory in the facility menu to open the Tank Inventory page.
At the top right, select Query Gauge in the Collection Profile dropdown list, then click Poll Now.
You'll see a success message underneath the “Poll Now” button when finished.
Refresh from Polling
In some edge cases, it may be necessary to retrieve data from the polling engine. While Query Gauge retrieves data from the ATG directly, Refresh from Polling resets configuration data from what's currently stored in the polling engine.
This can be used by clicking Refresh from Polling in the Facility Profile, under the ATG Information tab.
Verify Success
The more details are added to Titan Cloud, the better. At the bare minimum, use this checklist to ensure the following fields are populated. You are also strongly encouraged at this point to add ATG Terminal Connect or Web Connect to the Facility and run a test command to ensure a successful connection.
| Data | Location | Purpose |
|---|---|---|
| Tanks | Facility Info > Tanks | Required fields map to the tanks in the ATG. |
| ATG Information | Facility Info > Facility Profile > ATG Information (tab) |
Basic connectivity data (IP address, make/model, etc.) are populated using the Connectivity Wizards. We recommend manually adding additional information such as ATG Location and Software Version. |
| Sensor Setup | Facility Info > Sensor Setup |
Correctly configured sensors are required for release detection summaries and results.
Tip: Tank association to sensor is not updated automatically and must be input manually on the Sensor Setup page. |
| Line Setup | Facility Info > Line Setup |
Correctly configured lines are required for release detection summaries and results. If the tanks are mapped correctly, and Line Testing is automated and enabled in the gauge, Query Gauge or Refresh from Polling will have added lines to this page. Click the pencil “edit” icon to manage details. |
How to manage User Roles
User Role Setup
At least one user role must be created before adding users to a client account.
Note: Some contracts do not permit clients to manage user roles. Please reach out to your CSM for clarification if needed.
Locate User Role Setup
Click the nine dots icon at the top left corner to open the global menu. Under Home, select Administrative Console. Then, in the Administrative Console menu on the left of the screen, click Security and User Role Setup.
Add New User Role
To add a new user role, click the Add New button at the top of the page.
In the window that opens, provide a name for the role and click Add New.
Tip: If the account already has at least one user role created, you may select an existing role from the "Copy Role Data From” drop-down list. This will create a duplicate of the existing role, allowing you to make adjustments to the role permissions rather than starting from scratch.
Edit User Role
To edit an existing user role, locate it in the list of User Roles and click the pencil edit icon.
To delete an existing user role, you may click the trash delete icon, or you may open the editor and click Delete at the bottom of the window.
Configure User Role
Whether you're setting up permissions for a new user role or editing an existing one, the editor window is organized into tabs. The tabs you see and the content within them is dependent on the subscriptions available to your account and to your own user role permissions.
General
In this tab, you may select which pages a user with this role can access. When applicable, you may also select whether the user can add new, update, or delete content on the page, as well as more granular actions.
To avoid clicking every individual toggle the following tools are available:
- Check All or Uncheck All buttons at the top of the page.
- Toggles in the gray sub-header rows apply to all rows in that section.
Example: The “Access” toggle in the “Advanced Maintenance” row will automatically enable access to the four pages in that section.
Even if “Check All,” “Uncheck All,” or a sub-header level toggle is selected, you may still individually click any toggle to enable or disable the associated access. To save, click Update.
Extended
This tab allows you to control miscellaneous settings such as landing page and e-file access.
The Client Landing Page and Facility Landing Page can also be controlled at the individual user level. If the landing pages at the user level do not match those selected for the user role, the individual user settings will take precedence.
Maintenance
This tab includes granular control over maintenance and work order task access.
Dashboard
This tab gives full control over how the Compliance Dashboard is configured for users with this role.
API Permissions
If the user role will be assigned to users that will need direct API access, the type of API access they should have can be configured here.
Users
This tab contains a list of users associated with this user role. These users may be edited from here by clicking the pencil edit icon next to their name.
Keep in mind that if you choose to edit a user from here, you will be redirected to the User Setup page when you're finished.
Feature Rollout
If the role should be included in a specific feature rollout plan, it may be configured here. As of December 2023, no feature rollout options are currently live and available.
Tip: If all user roles within the account should receive access to the new feature, this may be managed in the Administrative Console under “Subscriptions."
How to manage Users
User Setup
Locate User Setup
Click the nine dots icon at the top left corner to open the global menu and select Administrative Console.
In the Administrative Console menu on the left of the screen, click Security, then User Setup.
Add or Edit User
Tip: If you're planning to add more than 5 users, coordinate with your Customer Success Manager to discuss creating a spreadsheet for bulk user import.
To add a new user, click Add New at the top of the page. To edit an existing user, click the pencil edit icon next to their name.
Tip: Looking for a specific user? Use the search field above the grid to search for a value in any column, or use the search field in a column header to search that column only.
When you create a new user, you will only see the General tab. Additional tabs will become available once you complete the required fields and click Add New.
General
The General tab contains the most basic setup information for the user and is organized into sections: Basic Information, Contact Information, Authentication, Notifications, and Landing Pages.
Authentication
This section determines how the user will log in. The following options can be configured.
| Field | Authentication Type | Description |
|---|---|---|
| Single Sign On | This toggle is only available if SSO has been enabled for the client. If selected, the SSO authentication fields will replace the Password authentication fields in this section. | |
| SSO Email | SSO |
The user will log in with this email address.
If notifications should be sent to multiple email addresses, they may be added in the Contact Information section. |
| Select Identity Provider | SSO | SSO method(s) configured for the client will be listed in the dropdown menu. An Identity Provider must be selected for SSO login to be fully enabled. |
| User Name | Password | The user will log in with this name. To ensure it's memorable, many clients use the first part of the user's email address. Ex: John.Smith |
| Client Administrator | This setting is reserved for “super users” who will have access to every administrative task, including adding/editing user roles and creating new facilities. | |
| Expiration Date/Time | This optional field allows you to set an expiration date for the user's access. This is useful in the case of contractors or other individuals that only need temporary access. | |
| User Agreement Accepted | Unless you have previously discussed it with Titan Cloud, please leave this option unselected. | |
| Force Password Change | Password | We strongly recommend enabling this option. This requires the user to reset their password the first time they log in. |
| Set User Password | Password | We do not currently allow this option to be deselected. You will need to provide a password for the user's first login. |
| Password & Confirm Password | Password |
Provide a password for the user's first login. It will be shared with them by email when you click Add New.
If you're editing an existing user, you can resend their initial welcome email with the Notify Account Creation button. To reset the password, you can select “Change User Password” click Send Password Reset Email.
Password restrictions may be set in the Administrative Console under Security > Password Policies. |
If you are editing an existing user with password authentication, the Authentication section will also include a toggle to Change User Password.
Clicking this toggle will allow you to enter and confirm a new password. Click Send Reset Password Email to notify the user their password has changed, or click Notify Account Creation to re-send the initial invitation email.
Basic Information & Contact Information
The following fields are required in the Basic Information and Contact Information sections. All additional fields in these sections are optional.
| Required Field | Description | Example |
|---|---|---|
| Role |
A user's role designates which pages, features, and actions they can access in Titan Cloud.
Roles are configured on the User Role Setup page. |
Inspector |
| Full Name |
First and last name.
Alternatively, if the “user” is a shared account for a location or group of individuals, provide a full name for the shared account. |
John Smith or TN Technicians |
| Time Zone | The user's time zone. | (UTC-06:00) Central Time (US & Canada) |
| Language |
The user's primary language.
** This feature is still in development. Only “English (United States)” may be selected. |
English (United States) |
|
Email address is required for password recovery. Up to 45 email addresses are permitted for a single user if needed.
If email notifications are a concern, please speak with your Customer Service Manager to discuss alternative options. |
John.Smith@titancloud.com |
Unit & Language Preferences
Selections made in the Unit & Language Preferences section ONLY apply to future pages that are currently in development. All live pages will use the default U.S. Imperial measurements.
Notifications
If selected, the notifications listed here will be sent to the user's email address when applicable.
Landing Pages
This sets the default landing pages for the user when they open a client or facility. Any selection made here will override the default client or facility landing page set for the user role.
Restricted Facilities
Once the user has been added, you can choose to restrict their access to specific facilities or facility groups using the Restricted Facilities tab.
Click the toggle to enable facility restrictions. The toggle button will change to green when selected. When selected, the user will have access only to the facilities reflected in the configuration. If unselected (gray), the user will have access to all of the client's facilities.
How to Configure Facility Restrictions
To allow access to facilities by facility group, use the Allowed Facility Groups section. Click the facility groups the user can access in the “Facility Groups” list and use the arrows to move them over to the Allowed Facility Groups list.
To deny access to facilities by facility group, use the Denied Facility Groups section. Click the facility groups the user should not access in the “Facility Groups” list and use the arrows to move them over to the “Denied Facility Groups” list. 
Facility Access Tip 1: To give a user access to all facilities except facilities in a particular facility group, add the global facility group to the "Allow These Facility Groups" list, then add the excluded facility group to the "Denied Facility Groups" list
Facility Access Tip 2: If a group has been added to the “Denied Facility Groups” list, the user will not be able to access any facilities in that group, even if the facility is also a member of an Allowed facility group.
To designate facilities the user should always be allowed to access, click the pencil edit icon next to Always Allowed Facilities.
Facility Access Tip 3: The user will have access to any facilities added to the "Always Allowed Facilities" list, regardless of membership in a denied facility group.
This will open a search modal where you can search for specific facilities by facility name, state/province, facility status, and facility group. Use the lists and arrows to input search criteria, then click Search Facilities.
Click the facilities the user should always access in the Facilities list and use the arrows to move them into the Selected Facilities list. Click Save.
To save all facility restriction settings, click Update.
Multi-factor Authentication
MFA may be enabled and managed from this tab. For detailed instructions, review the Multi-Factor Authentication article. Please note that as we continue to roll out Single-Sign On to our customers we will be recommending SSO over MFA as the preferred secure authentication option.
Access Keys
If the user's role permits access to APIs, or if you are creating a URL-based login for this user, the associated Access Keys may be managed from this tab.
Dashboard
The user's dashboard may be configured from this tab. Selections made at the individual user level will override any dashboard configurations made for the user's role.
Unit Administrator
A client administrator can add/edit users and user roles.
A unit administrator can only add/edit users.
To give the user unit administrator permissions, click the “Unit Administrator” toggle. This will expand options for granular control over the specific users or types of users that may be managed.
If the user should be permitted to edit specific users only, select those users from the available list under “For these users."
if the user should be permitted to manage any user within a role or selection of roles, select those roles from the available list under “and these roles.”
The last option, “user can assign these roles to newly created users” will determine which role(s) the user will be permitted to assign to new users.
How to manage Email Templates
Email Template Setup
Email Templates are required when configuring automated email notifications for modules such as Important Dates and Maintenance, and may also be used for sending emails from the same modules ad hoc.
To set up email templates, click the nine dots in the top left corner to open the global menu, and under Home, select Administrative Console. Then, in the menu on the left, click Configuration and Email Template.
Click the pencil edit icon to update an existing email template, or click Add New to create a new template.
When you configure an email template, we provide standard variables in a dropdown list that you can insert into the template including contact types, facility address, alarm category, etc. You can also create custom variables in the Variables tab.
Email Template Fields
| Email Template Name | This label will be displayed in the Email Templates grid, and will be included in any dropdown list in which the template may be selected. |
| Tied To |
Templates must be tied to a specific module to be used for that module's automated email notifications.
This selection also determines which variables are selectable in the other dropdown menus on this page! |
| Client Owner | If you have access to multiple client accounts, select the correct account for the template here. |
| Active | Only active templates may be used in your Titan Cloud account. |
| To, Cc, Bcc | You may type an email address or list of comma-separated email addresses in these fields, and/or you may use the dropdown to select and insert variables. |
| Subject | You may type an email subject and/or use the dropdown to select and insert variables. |
| Email Body (HTML) |
HTML should be used to create and format the email message. If you are unfamiliar with this format, a sample is available below.
You may also use the dropdown to select and insert variables. |
| Email Body (Plain Text) |
This option was added to accommodate the following email domains that do not accept HTML:
If a plain text email body is provided here, it will only display for the listed domains. Please do not use this option unless you are explicitly creating the template for these domains. |
| Attachment | If the same attachment should send each time this email template is used, attach it here. You may upload a new file or select an existing file. |
Best Practices
Tips for Selecting Variables
By default, our system variables are included in the variable dropdowns depending on which “Tied to” value is selected. You are also welcome to use the Variable tab to add custom variables, which are added immediately to the dropdown lists.
Step 1: Choose a variable type from the dropdown list, and press the plus icon to add it to the corresponding field and open the selection boxes.
Step 2: Define the variable by selecting options in the left-hand list and using the arrows to move them to the right. Any options listed in the “Assigned” list on the right will apply to your template. So in the example above, when this email template is used, the Primary and Alternate Contacts for the facility will be added to the “To” field.
You can add more variables by making another selection from the dropdown list and pressing the plus sign.
Sample Body HTML: Alarm Notification
The Result:
The Code:
<!DOCTYPE html>
<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type">
<title></title>
</head>
<body style="text-align:center;">
<div style="text-align:left; padding-left:50px">
<table cellpadding="2">
<tr>
<td style="padding-bottom:15px">
<p align="left" style="margin-bottom: 0in;"><font face="Arial, serif"><font style="font-size: 16pt; color:#F85E5E;"><b>Titan Cloud Software - Alarm Notification</b></font></font></p>
</td>
</tr>
<tr>
<td>
<table cellspacing="0" style="color:#404040; border: solid 1px #ccc" width="550">
<colgroup>
<col width="175">
<col width="375">
</colgroup>
<tr>
<td bgcolor="#F85E5E" colspan="2" height="12" style="padding:10px 0px 10px 5px" width="550">
<p align="left"><font color="#FFFFFF" face="Arial, serif" style="font-size: 12pt"><b>Facility Information</b></font></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Company Name:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[ClientName]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Facility Name:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityName]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Facility E-Mail:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityEmail]</font><br></p>
</td>
</tr>
<tr>
<td class="style1" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Facility Address:</b></font></p>
</td>
<td class="style1" style="padding:5px; border-bottom: solid 1px #ccc;" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityAddress1]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Facility County:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityCounty]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p style="margin-right: -0.08in"><font face="Arial, serif" style="font-size: 10pt"><b>City / State / Zip:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityCity], [FacilityState] [FacilityZip]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style=" border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Facility Phone:</b></font></p>
</td>
<td style="padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[FacilityPhone]</font><br></p>
</td>
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<p><font color="#FFFFFF" face="Arial, serif" style="font-size: 12pt"><b>ATG Alarm Information</b></font></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm ID:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataId]</font></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm Date:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataDateAlarmBegan]</font></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm Category:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataAlarmCategory]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm Type:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataAlarmType]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Sensor Category:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataSensorCategory]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Sensor ID:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataTankSensorNumber]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Tank/Sensor Description:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmSensorDescription]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Tank ID::</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataTankATGNumber]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Tank Product:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmDataTankProduct]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style="border-bottom: solid 1px #ccc; border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm Status:</b></font></p>
</td>
<td style="border-bottom: solid 1px #ccc;padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmSensorStatus]</font><br></p>
</td>
</tr>
<tr>
<td height="15" style=" border-right:solid 1px #ccc; padding:5px" width="175">
<p><font face="Arial, serif" style="font-size: 10pt"><b>Alarm Dispatch Category:</b></font></p>
</td>
<td style="padding:5px" width="375">
<p><font face="Arial, serif" style="font-size: 10pt">[AlarmCategoryOfSensor]</font><br></p>
</td>
</tr>
</table>
</td>
</tr>
<tr>
<td>
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<p></p>
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<div style="color: #333; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">
<a href="https://www.atg-apec.com/secure/AlarmEmailRedirect.aspx?SiteID=7262&ClientID=50" style="display: none;">View Alarm in APEC</a><br>
</div>
</td>
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</table>
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Advanced Facility Inspections (AFI)
How to download and log in to the AFI mobile app
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.
How to open an inspection in the AFI mobile app
Once you log in to the AFI mobile app, you may open an existing inspection, or you may create a new inspection.
Tip: We recommend opening or creating the inspection before going on-site in an area with strong Wi-Fi or cell service! This will ensure everything loads on your device beforehand in case the site has poor reception.
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.
How to complete an inspection in the AFI mobile app
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.
How to complete inspections in Titan Cloud Edge
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.
Alarms
How to manage Alarms on the Compliance Dashboard
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.
Tip: Once an alarm has been cleared, it will no longer appear in this view. You can still see it on the Alarms page under Historical Alarms.
How to review Alarms on the Alarms page
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.
To open the global Alarms page
To open the Alarms page for a facility
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.
Tip: By changing the Alarm State to Alarm Cleared or Alarm Occurred, you can also populate additional search fields on this page.
Selecting Alarm Cleared from the State dropdown will display all alarms that cleared for the specified date range and additional search criteria that is populated.
Selecting Alarm Occurred from this dropdown will display all alarms that occurred during that date range within the additional search criteria.
Additional search filters include Facility, Tank, Alarm Type, Alarm Category, Alarm Sensor Category, Alarm Priority, Alarms with or without Activities, and State.
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.
How to triage Alarms on the Alarm Dashboard
Alarm Dashboard
The Alarm Dashboard has recently been updated with a modernized look and feel and extended functionality.
Future enhancements will incorporate features from the Alarms page to create a single dashboard for alarm triage and historical alarm review.
Click here to view the training guide!
The Alarm Dashboard page contains the Alarm Triage feature, and is recommended for workflows that require easy access to the detailed history of prioritized alarms.
The Alarm Dashboard differs from the Alarms page in these key ways:
- It may be configured to only display specific types of alarms
- Active and historical alarms are not displayed separately
- SLA response time for urgent issues may be easily monitored at a glance
- Alarms may be sourced from a connected ATG or a WSL integration
Tip: The Alarm SLA Profile must be configured for alarms to appear on the Alarm Dashboard.
View Alarm Triage
To open, click the nine dots to open the global menu. Under Fuel Management, select Alarm Dashboard.
Tip: At this time, Alarm Triage is the only tab on the Alarm Dashboard, and it opens automatically. An Alarm History tab will be added in the future.
Use the filter panel on the left side of the screen to select parameters, then click the magnifying glass search icon to retrieve results.
Results can be filtered further and views can be saved using the grid tools. See the Grid FAQs resource for guidance.
Note: Only Open alarms are available in the Alarm Triage grid at this time. Closed alarms will be added as part of a future enhancement.
Manage Alarms
Depending on your goals and preferences, alarm records may be edited in multiple ways.
Edit multiple alarms in the grid
To unlock the editable fields within the grid, click Edit and select In Grid Edit.
When enabled, the In Grid Edit feature turns grid cells into open text fields and dropdown lists, allowing you to easily change values without opening each alarm record's editor individually.
Click Save All to save changes and close the In Grid Editor.
Tip: You may also close the In Grid editor without saving edits by clicking the Edit button, and selecting Cancel Grid Edit.
Edit multiple selected alarms
If multiple alarm records require the same updates, use the Select column at the far left of the grid to checkmark the desired inspections.
Then, click Edit and select Edit Selected.
In the Edit Selected window, you may select a field to update in the drop down menu and click Add. You may also exclude fields from being updated by clicking the minus button.
All updates made here will apply to ALL selected alarm records when you click Save.
Edit a single alarm
If only one alarm requires updates, locate that alarm record in the grid and click the pencil edit icon.
Edit Alarm Record
When editing an individual alarm record, attributes are organized into sections: Alarm Details, Alarm History, Status & Comment History, and Activities.
When applicable, the editor also includes an ATG Management link in the top right corner. Clicking this link will open the Terminal Emulator.
Note: If ATG Terminal Connect is not configured for the facility, or if the user's role does not permit access to the emulator, the “ATG Management” link will open the Facility Profile.
Please refer to the How to add ATG Terminal Connect to a Facility and ATG Terminal Connect Configuration articles for setup instructions.
Alarm Details
The Alarm Details section contains data received from the ATG or the WSL integration and can be updated as needed.
Tip: A few new fields have been added:
-
Assigned To: Assign an owner to the alarm record
- Add users to this list by enabling “Include in ‘Assigned To’ menu in Alarm Dashboard” in their User profile
- Resolved Remotely: Track alarms resolved without sending a dispatch
-
Issue Type: Track root causes
- Manage values for this dropdown menu with Dropdown List Management
-
Acknowledgement Status: Track acknowledgement workflows
- Manage values for this dropdown menu with Dropdown List Management
Alarm History
The Alarm History section contains a record of instances of the same alarm. On this screen, you can perform searches for specific dates and times or utilize grid filtering to locate records.
Tip: The SLA Status column is color coded based on the alarm's acknowledgement status:
- Yellow Triangle: The alarm is new, unacknowledged, and still within the SLA response time frame.
- Red Triangle: The SLA response deadline passed before the alarm was acknowledged OR the SLA response deadline has passed and the alarm has not yet been acknowledged.
- Dark Green Checkmark: The alarm was updated from “New” to any other status within the SLA response time frame.
Status & Comment History
The Status & Comment History section contains a log of updates made to the alarm status and comments made.
New comments can be added by typing into the “Add Comment” text field and clicking Comment.
Activities
The Activities section interfaces with the Activity Log, allowing you to view, add, edit, or link activities associated with the alarm.
Alarm Triage Configuration
Dropdown Lists
The following fields can be managed on the Dropdown List Management page in the Administrative Console:
- SLA of Ticket
- Issue Type
- Acknowledgement Status
User Setup
To add users to the “Assigned To” dropdown menu, navigate to User Setup in the Administrative Console and open the user's profile.
In the General tab, under Notifications, select the checkbox next to “Include in ‘Assigned to’ menu in Alarm Dashboard.”
Alarm Types
The types of alarms available in the Alarm Triage are determined by configuring an Alarm SLA Profile. If you do not have access to the Alarm SLA Profile page, please reach out to your CSM for assistance.
ATG Management
How to test or manage ATG Connection
Connectivity Wizards
The Test Connectivity Wizard and the Add/Change Connectivity Parameters Wizard are a pair of tools that work together to test and update ATG connectivity.
You may need to use these tools in the following scenarios:
- You've noticed data is not polling from the ATG correctly
- You've encountered an error sending/receiving messages using the ATG terminal emulator
- You're setting up a new facility or configuring a new ATG at an existing facility
- IT changes have been made at the facility that may impact ATG connectivity
Opening the Wizards
The path to access and use these tools can vary depending on the issue you're solving.
Open from the Compliance Dashboard
From the Compliance Dashboard, click on a Missing Inventory / Connectivity Issues alert item to open a detailed grid of relevant data. In the Default System View, the last column is Tools. When available, click Launch Connectivity Wizard in the Tools column.
Open from a Facility Page
From within a facility, click ATG Management in the left side menu, then click Connection. This will provide an overview of the facility's current connectivity mapping.
At the top right of the page, use the drop-down to select an option and click Go. The selection you make will determine whether the Test Connectivity Wizard or Add/Change Connectivity Parameters Wizard is opened first.
Open from the Global Menu
From anywhere in Titan Cloud, click the nine dots at the top right of the screen to open the global menu. Under Fuel Management, click on Test Connectivity Wizard.
Test Connectivity Wizard
This tool tests the ATG connectivity, and is usually (but not always) the first step when using the wizard tools.
Select Connectivity Type from the drop-down list. Depending on your selection, you will be prompted to provide applicable details.
| Connectivity Type | Minimum Required Fields |
|---|---|
| Internet (Public IP)* | IP Address, Port |
| VPN* | VPN, IP Address, Port |
| Modem | Phone Number |
*If you're adding new IP/Port information for a Franklin Fueling gauge, Web Console Protocol and Port are also required.
What are my Web Console Protocol & Port?
Web protocols set the rules for how data is sent across networks.
By default, VR-450 and FF 200/400/600 gauges use https:// with port 443.
By default, FF 550s use http:// with port 80.
These defaults can be changed in the ATG itself.
Tip: We strongly recommend confirming these fields with your IT department or other internal source.
Additional fields, such as security code or password, may be required due to your setup.
Clicking Run Test will automatically send a series of commands to the ATG using the connection parameters provided.
At the conclusion of the test, you'll see a success or failure message, and the Add/Change Connectivity Parameters button will become available.
Test Failure
Depending on the reason for failure, some troubleshooting may be needed.
Test Success
If the test is successful, click the Add/Change Connectivity Parameters button to proceed to the next step.
Add/Change Connectivity Parameters Wizard
Depending on the path you took to open this wizard, you may be prompted to select or confirm the facility.
Then, use the drop-down menus to specify the ATG mapping and click Continue.
Tip: Unless you are setting up a new facility, you should always be selecting “Update existing site” in the first drop-down menu.
Confirm the details on the next screen, and if everything is correct, click Confirm.
Please give the system up to 15 minutes to update the ATG connectivity parameters.
Once everything is updated, you will see the changes on the Facility Profile page under the ATG Information tab.
Note: The ATG Connection information on the Facility Profile has an IP Address field and a Polling IP Address field.
The IP Address field is editable from this screen but does not impact ATG polling. The Polling IP Address field can only be updated using the Connectivity Wizards.
How to refresh ATG configuration data
Reset Configuration Data from ATG
The Query Gauge and Refresh from Polling functions allow you to update ATG configuration data automatically. This data includes site setup details, tank, line, and sensor data, and tank to line association.
Tip: Tank association to sensor is not updated automatically and must be input manually on the Sensor Setup page.
Query Gauge retrieves a fresh copy of configuration data from the ATG, stores it in the polling engine, and uses the relevant information to map (or re-map) the configuration in Titan Cloud.
Refresh from Polling resets configuration data in Titan Cloud to match what's currently stored in the polling engine. This option does not fetch data directly from the ATG!
You may need to query a gauge to reset configuration data if:
- You are setting up a new Facility for the first time
- Changes were made to the gauge setup on site and need to be applied to tanks, line, or sensor setup in Titan Cloud
- A new IP connection was set up on site
- Connectivity has been reestablished after a disruption and you need to populate missing data for tank readings, line results, or sensor results.
Tip: Specific site information will only update if it has been set up previously. For example, Query Gauge will not populate information for a new tank that has never been mapped to Titan Cloud.
Query Gauge
The Query Gauge function polls the ATG and resets all configuration-related data points in the Titan Cloud database to match the gauge's current master record. This function is available for all connected Veeder Root or Franklin Fueling gauges.
The Query Gauge function is located on the Tank Inventory page. To locate this page, navigate to the desired facility and click Operational Compliance and Inventory in the left-side menu.
Click the Collection Profile dropdown menu and select Query Gauge. Then, click Poll Now to run.
Tip: Accounts with VR 350/450 gauges and access to the Configuration Management page may also use the Query Gauge button and other tools on the Configuration Management page.
Refresh from Polling
Reminder: The Refresh from Polling function does not query the ATG directly. All configuration data is retrieved from Titan Cloud's polling engine. This is a legacy function that is only recommended if Query Gauge is not available, or if you are certain the polling engine contains the correct data.
Navigate to the desired facility. If the facility profile is not your default landing page, click Facility Profile under Facility Info in the left-side menu.
Click the ATG information tab. Then, in the ATG Connection section, click the Refresh from Polling link.
- Open the facility profile.
- Select the ATG Information tab.
- In the ATG Connection section, click the Refresh from Polling link.
A dialog box will pop open to confirm when the refresh is complete.
E-Files
How to locate an E-File
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.
How to upload an E-File
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.
How to download an E-File
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.
How to share an E-File via email
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.
How to manage E-File Folders
File Applications are the built-in sorting method for E-Files and can only be added or edited by a user with access to Dropdown List Management.
In addition to File Applications, some users may have access to create Folders. Folders and sub-folders may be managed directly from this page by clicking “Add” and selecting “Folder.”
Note: Any folder that is added will be visible to all users.
If applicable, click “View By,” and select Folder to see files organized by folder.
How to upload E-Files in bulk
File Upload Console
The File Upload Console is a staging workspace for importing multiple files into Titan Cloud at once.
To locate the File Upload Console, click the nine dots in the top left corner to open the global menu. Under “Home,” select “File Upload Console.”
The link in the global menu is a shortcut. The File Upload Console may also be accessed from the Administrative Console under “Data Management” in the left side menu.
Select User
If your user role permits access to managing the File Upload Console for other users, you have the option to select a user at the top of the page. If no user is selected, the File Upload Console defaults to your own.
Upload Files
To upload files, you can drag and drop them into the gray box, or click “Upload” and select files from your computer. Either method will automatically add the files to the workspace grid below.
The grid on this page is the staging area for categorizing your files before saving them to a facility's Electronic File Cabinet!
When you've finished uploading files to the grid, you can click the upward facing arrow at the far right of the “Upload Files” header to collapse the section and make more space.
Organize & Save Files
When files are uploaded to the File Upload Console, Titan Cloud automatically detects the File Name and File Type, and sets the Date of File to today's date.
In addition to these fields, Facility, File Application, and Tags are required to save the files to a facility's E-Files. You may input each item one by one, or you can use the column headers to populate an entire column.
Example: Type a facility name in the Facility column header search bar to locate and select it. Then, click the right-facing arrow button to apply that facility to every file in the grid.
If individual items need to be updated, click the “x” to remove the existing value, or simply click the value to edit.
Need to upload a file to multiple facilities at once? This can only be done from the Global E-Files page.
When you're finished adding the required information, select the files you wish to save to the facility's E-Files.
Click the toggle at the far left of the row to select an individual file, or click the toggle in the Select column header to select all files.
Click Save to add the files to the facility's Electronic File Cabinet. This will also clear them out of your staging area.
To remove selected files from your staging area without saving them, you can click Delete.
Fuel Deliveries
How to view Delivery details
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.
Important Dates
How to locate Important Dates
To view and manage Important Dates across multiple sites, click the nine dots in the top left corner to open the global menu. Under Compliance, select Important Dates.
You may use the filters in the collapsible panel to search for Important Dates by Facility, State, Facility Group, Facility Status, or Completion Status.
How to add or edit a single Important Date record
First, select the category tab that best matches the date or record.
Tip: Most record types can be edited from the “All” category tab. But to add a new Important Date, you'll need to navigate to the best matching category tab.
- 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.
How to manage Important Date records in bulk
Edit Multiple Records in the Grid
The In Grid Edit feature allows you to edit existing records directly from the grid.
At the top of the grid, click the Edit button, and select In Grid Edit from the dropdown menu.
When enabled, the In Grid Edit feature turns grid cells into dropdown lists, allowing you to easily change values without opening each record's editor individually.
Click Save All to save changes and close the In Grid Editor.
Tip: You may also close the In Grid editor without saving edits by clicking the Edit button, and selecting Cancel Grid Edit.
Make the Same Edits to Multiple Records
Another option is to make edits in bulk using the Edit Selected feature. This is a helpful tool for marking multiple events as complete at once, or uploading the same file to multiple records.
To do this, you must first select one or more records in the Select column. You may click the checkbox in the column header to select all, or click individual checkboxes.
Then, click the Edit button and select Edit Selected.
The Edit Selected modal will include fields from the Important Dates Details. You can remove fields you do not want to edit by pressing the minus icon, or add fields by pressing the plus icon.
Selecting a value for any field will update that field for all selected records. Likewise, attaching a file will add it to all selected records.
Click Save to apply changes.
Release Detection
How to review Release Detection Summaries
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.
How to export monthly facility compliance reports (FCR)
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.
How to set up a site's Release Detection methods
Release Detection Setup
The Release Detection feature allows clients to remotely access and monitor compliance needs, specifically automated release detection results and reporting.
Note: To track Release Detection metrics, the facility must be connected to the ATG. For instructions, please review the New Facility Setup article.
General Setup
To set up Release Detection for a facility, click Operational Compliance in the facility menu, then click Release Detection Setup.
At minimum, you must check the box next to “Track Release Detection for this location?” and select a compliance period to enable Release Detection for the facility.
We also recommend reviewing the two checkboxes in the General setup section and selecting them if applicable:
Upload compliance reports to the electronic file cabinet
Automatically loads results into the facility's Electronic File Cabinet (E-Files) and allows reports to be run on demand from the Release Detection Summary page.
Automatically approve compliance periods
Many Titan Cloud clients mark periods as Approved to designate that the results have been finalized and/or reviewed. Marking a period as approved does not impact the underlying pass/fail results in the Release Detection Summary page.
If “Automatically approve compliance period” is selected, the system will do so when all data for the period is present as configured on the Facility Compliance Report.
You will see the following message on the Facility Compliance Report and Release Detection Summary for the period: “Automatically approved by System on {Date,Time}.”
Tank & Line Setup
The tanks available in the Tank dropdown menu should match the tanks configured in your facility profile. Release detection options must be selected individually for each active tank.
At minimum, we recommend selecting a primary method of tank release detection and a primary method of piping release detection for each tank.
You may select secondary and tertiary options, and select the checkbox at the bottom of the Tank & Line section to add secondary release detection to the Facility Compliance Report.
Tip: Tank setup is required for ATG polling, but lines and sensors are not always included in the initial facility setup.
We recommend double checking your Line & Sensor Setup to make sure everything is mapped correctly, and that all applicable sensors are marked as “Required for Compliance.”
Release Detection Reporting Setup
The remaining section on the Release Detection Setup page may be used to enable specific release detection reporting.
Checking the box next to the category header will add a corresponding page to your facility menu for manually adding and/or reviewing results for that detection method. For each selected option you may also choose how the results are sourced and where they are displayed when applicable.
The options you select should match the primary, secondary, and tertiary release detection methods selected for your tanks.
What does each section display, exactly?
SIR – displays SIR Results from manual entry or vendor integration.
CITLDS - displays CITLDS results from manual entry or API integration.
ATG Tank / Line Test – displays ATG test results via Titan polling or manual entry.
Note: As of May 30, 2024 we are no longer providing the “CSLD (if no ATG results present)” option under ATG Tank/Line testing, as this used the deprecated I25100 command. Please see this announcement for more information.
Interstitial Monitoring Tank / Line Test – displays Interstitial Monitoring results via Titan polling or manual entry. If polling, results correspond to the annual sensors associated with the specified tank or line.
Other Release Detection – displays results for release detection methods other than listed above. Groundwater Monitoring, Vapor Monitoring, Manually Tank Gauging, Other Method fall into this category.
Alarms – displays alarms from the ATG via Titan polling.
Sensors – displays sensor data from the ATG via Titan polling or manual entry.
Line Leak Detector Tests – displays electronic leak detector test results from the ATG via Titan polling or manual entry.
Inventory Variance/BIR* – displays Inventory Variance results from BIR (polling) or manual entry.
*All options except Inventory Variance/BIR add a page under the Operational Compliance section of the facility menu. The pages associated with Inventory Variance/BIR are added under the Inventory Variance section of the facility menu.
Tip: If you're using an ATG Tank Test method (CSLD, SCALD, or Static) we strongly recommend enabling Alarms and Sensors to further automate collection of results from the ATG on site.
Save changes by scrolling to the bottom of the page and clicking Update.
Effective Dates
Administrative users can update compliance period start dates for historical data reporting using the Release Detection Effective Dates grid at the bottom of the page.
Note: To access this grid, the user's role must have the “View/Edit Release Detection Effective Dates” permission enabled. This permission is new as of May 2024 and is disabled by default.
To update the Effective Date, Expiration Date, or active/inactive status for an existing Release Detection method, click the pencil edit icon.
When a new Effective Date is selected and saved, compliance period results for that release detection method will be recalculated automatically.
Reports
How to locate and run a Report
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.
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.
How to create, edit, or delete a custom Report
Add a New Report
If the standard reports don't quite match your needs, you may create custom reports for personal use or for sharing with other users in your Titan Cloud account.
Click the New Report button at the top right corner to open the custom report builder. 
Step 1: Choose Data Set
Select a Category and Data Set that best describes the type of information you're looking to review.
For a breakdown of which data sets are included in each category, expand the section below.
Categories & Data Sets
| Category | Data Sets |
|---|---|
| General |
Facility Info Facility Profile Other Information Tank Inventory E-Files Delivery Acquisition Training Requirements Financial Responsibility Permits Registrations and Licenses Cathodic Protection Setup |
| Fuel Assets - Tanks and Lines |
Basic Tank System Info Basic Tank System Info Affiliate Piping Section Piping Transition Sump Test Piping Trench Section Submerge Turbine Pump (STP) Submerge Turbine Pump (STP) Sump Type Submerge Turbine Pump (STP) Sump Secondary Release Detection Spill & Overfill Protection Tank Profile Info Tank Lined Tank Lined Internally Tank Lined Externally Tank Other Information Tank Equipment Detail |
| Fuel Assets - Other |
ATG Info Dispenser Containment Dispenser Equipment Dispenser Info Other Information Vapor Recovery Vent Stack Sensor Setup Stage I Vapor Recovery Haz Waste Container ATG Info Affiliate Drop Tubes Spill Bucket |
| Release Detection |
Leak Detector Information Tank Release Detection Piping Release Detection |
| Activities & Events |
Alarms Active Alarms Activity Log Regulatory Inspections Regulatory Inspection Details Regulatory Inspection Notices Regulatory Inspection New Notices Important Dates Notices Remediation Release |
| Maintenance Work Orders |
Work Order Info Work Order Info Details Regular Comment History Operator Comment History Invoice Info Invoice Comment History Purchase Orders Purchase Order Receiving / Back Order Purchase Order with Parts Detail Budget Detail Email Activity Parts Inventory Parts Inventory Transfer Details WO/Truck Inventory Tracking Report |
Based on your selected Category and Data Set, a list of available Columns will appear below.
Select the columns to include in the custom report and click Next.
Step 2: Report Info
Provide a name (required) and description (optional) for the report.
Select the “overwrite duplicate report” checkbox if you'd like this report to replace an existing custom report with an identical name if one exists.
Designate where the report will be saved:
My Reports: The report will appear in the My Reports category for your user account only. No other user can view, run, schedule, or edit the report.
Company Reports: The report will appear in the Company Reports category for all users with access to your organization's Reports. Any of these users may view, run, or schedule the report, but no other user may edit it.
Click Next to continue.
Step 3: Filter (Optional)
Custom report filters allow you to set “any” or “all” logic to determine parameters for the report. This is an advanced option, and a guide is available below.
Click Add Condition to get started or click Next to skip.
Guide to Custom Report Filters
Conditions: All vs Any
| Dropdown Value | Search Criteria | Example |
|---|---|---|
| ComparisonOption_All | ALL data in the set |
Your report is set to examine “Regular” tanks and “1k gallon” tanks.
Reports with ALL logic will only show you tanks that match both “Regular” AND “1k gallon.” |
 | ||
| ComparisonOption_Any | ANY data in the set |
Your report is set to examine “Regular” tanks and “1k gallon” tanks.
Reports with ANY logic will show you tanks that match “Regular” OR match “1k gallon.”
This might include Premium 1k gallon tanks, Regular 5k gallon tanks, etc. |
 | ||
Conditions & Statements
A condition is the top level ANY/ALL rule. To add a new condition, click the arrow icon.
A statement determines which data the condition will look at. To add a new statement, click the plus icon.
To remove a statement or condition, click the red x icon.
Use the dropdowns to configure the logic for your report. You may add as many statements and conditions as you'd like. When you're finished, click Next.
Tip: If you're configuring the report to use a date range, the tool will ask you to provide valid dates. That's okay! Input placeholder dates. These will not impact the dates that may be selected when running the report in any way.
Step 4: Sort (Optional)
This optional step determines how the results will be ordered when the report is run. Click Add Sort to get started or Add New to skip this step and save the custom report.
To add a new ordering condition, click Add Another Sort.
To remove an ordering condition, click the minus icon.
Click Add New to create the report.
Edit or Delete an Existing Report
If you have access to edit or delete a report, the options will be available when you click the three dots at the far right.
Edit will open the Custom Report Builder.
Delete will remove the report.
Note: Please use caution deleting Company Reports! This will delete the report not only from your own list, but from everyone in your company's list.
How to schedule a Report
Scheduled Reports
Any report that you can view on the Reports Page based on your level of access can be scheduled to run automatically at a designated cadence. In Titan Cloud, these are called Scheduled Reports.
This resource demonstrates how to add new scheduled reports, and how to view and edit existing scheduled reports.
Open the Report Scheduler
Click the nine dots in the top left corner to open the global menu. To open the Reports page, select Reports.
There are two options to open the report scheduler from the Reports page.
- Click the Schedule button at the top right of the screen
- Click the three dots next to a report and select the Schedule shortcut
Add New or Edit Scheduled Report
To edit an existing scheduled report, click the pencil edit icon.
To create a new scheduled report, click Add New.
Tip: Don't want to create a new schedule from scratch? Click the pencil edit icon to open an existing scheduled report. At the bottom of the scheduler, click Copy. This will open a new scheduled report with the same details and parameters for you to tweak and save.
Complete the requested information to configure the scheduled report.
Basic Details
| Field | Description |
|---|---|
| Schedule Name |
Required so you can identify the scheduled report.
Ex: Weekly Inventory Report |
| Time Zone | Required to determine the timing for when the report is run and delivered. |
| Start & End Dates |
These dates set the “lifecycle” of the automated reporting schedule, not the date range for the report parameters.
Selecting an end date is optional, and allows you to set a pre-set when a schedule should end without needing to manually disable it. To run the report indefinitely, leave the end date blank. |
| Enabled | Select this checkbox to activate the automated report and enable it to run on the designated schedule. |
| Report Format |
By default, the report will be delivered as a PDF file.
You may use this dropdown to select a different format such as CSV, Excel, HTML, or more advanced options. |
| Report |
All standard and custom reports you can access are listed in this dropdown menu.
Selecting a report will automatically open the Report Parameters section below. |
Report Parameters
The Report Parameters section allows you to specify the scope of the report, and is specific to the report type you've selected.
Tip 1: A selection of a specific option in any given category will take precedence over an “All” selection in another category.
For example, in the image below, “Company Owned" is selected for Facility Group and “All” is selected for Facility Status. When this report is run, it will apply to facilities of any status within the “Company Owned” Facility Group.
Tip 2: The Start Date and End Date in the Report Parameters section determine the date range for the report. While you do have the option to set a specific date, we recommend using the dropdown menu to select an value like “Tomorrow,” “Yesterday,” “X Weeks Ago,” “First Day of Current Fiscal Quarter,” or “Last Day of Previous Calendar Month.”
Report Destination
You may deliver the report to one of the following destinations: Email, FTP, or the Global E-File Cabinet.
If Email is selected, designate up to 45 email addresses that will receive the email. If more than 45 recipients are needed, we recommend creating a distribution list in your email server for this purpose.
Tip: Planning to test the report first? Add your email address now, then edit the scheduled report later to include additional recipients.
The Email Subject, Email Message, and Attachment File Name may include pre-set inserts for system values. Click the “i” info icon to view and copy these options.
FTP
If FTP (File Transfer Protocol) has been configured for your Titan Cloud account, you can choose to use this method for delivering scheduled reports. If selected, you will need to provide the FTP Type, Server, Port, User Name, Password, and Server Folder Location.
If you are unsure whether this option is available to you, or if you do not have the information available, please reach out to your Customer Success Manager for assistance.
Note: Customers using this option may need to whitelist these IP addresses:
- IPv4: 3.217.121.49
-
IPv6: 2600:1f10:4858:8604:8a3:81dc:b070:8f79
Save to Global E-File Cabinet
Selecting this option will automatically save completed reports to your account's Global Electronic File Cabinet (E-Files).
Select an E-File Configuration Profile to set the Description, File Application, Tags, and other details to determine how the file is saved in your E-Files.
Tip: We highly recommend using E-File Configuration Profiles for all automated E-File uploads in Titan Cloud. These may be managed in the Administrative Console.
Save Scheduled Report
To finish scheduling the report, set an Attachment File Name, and select a Scheduled Time and Type of Schedule. Remember, the Scheduled Time is based on the Time Zone selected in the Basic Details.
Tip: When setting the Attachment File Name, hover over the “i” info icon to see pre-set system values that may be used.
When saving the scheduled report, you can create the schedule or save changes with or without running the report immediately.
Save & Run: Save all changes to the scheduled report and run the report immediately.
Add New / Update: Save all changes to the scheduled report, but do not run the report until the next designated date/time.
Note: When updating an existing scheduled report you will see an option to Delete. Deleted report schedules are not recoverable!
We recommend simply disabling report schedules you don't need and avoiding the Delete option.
Tank Inventory
How to check inventory readings
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.
How to refresh inventory readings (Poll Now)
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.
Tip: You can select other options in the dropdown if needed, but selecting POLL NOW will send all relevant commands to the ATG to refresh data for alarms, deliveries, and inventory!