Store Level Employee Guide
Step-by-step instructions for tasks commonly performed by store-level employees.
Written by Jess Hamilton
Updated at March 20th, 2025
Table of Contents
The resources here have been compiled to assist store-level employees accomplish day-to-day tasks in Titan Cloud Edge.
Activity Log
How to find Activities
Navigate to the desired facility, and in the menu on the left, click Activities and Activity Log.
On the Activity Log page, you may click More to expand the options for filtering grid results. You may also choose to toggle between a Standard and Tree view.
Tip: If you'll use the same filters every time, save them as a Grid View!
How to take action on an Activity
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.
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.
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.
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.
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.
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!