Glossary of ComplianceMate Terminology

The following is a guide of terminology used in the ComplianceMate solution:

TERM	DEFINITION
Access Roles	Access Roles are defined at the Corporate level in the Server App and, when assigned to a user account, determines what functions a user can carry out while using the Server App.
Active	In general terms, active means that the item is available for use in the ComplianceMate Mobile App or Server App: An Active Group is the group where the user is working in the server app. All visible information and all configuration actions are for all locations in the group or its child groups. An Actions Location is the location where the user is working in the server app. All visible information and all configuration actions are only for that locations. An Active List is one that is available for use. An Active Sensor is one that is reporting data to the server via the gateway. An Active Tablet is one that is "calling home" and synchronizing data with the server as defined.
Active Workspace	The active workspace is the group or location you are currently accessing in the Server App. When you log in, your active workspace is the group or location where your user account exists. If your user account is set up the Corporate group, that is your default active workspace when you sign in. You can change your active workspace to any of the child groups or locations. If your user account is setup in a group, that is your default active workspace when you sign in. You can change your active workspace to any of the group's child groups or locations. You cannot change your active workspace to another group or any of its child groups or locations. If your user account is setup in a location, that location is your active workspace when you sign in. You cannot change your workspace to any other group or location.
Alerts	An Alert is triggered when readings from a sensor for a designated period of time or number of reports is not in compliance with the minimum and maximum temperatures settings set for the device it is monitoring.
Alert Notifications	Alert Notifications are sent via Email, Phone Call, and/or SMS to persons designated by their Job Roles when an alert is triggered.
Anomaly	An Anomaly is when the answer a user enters for a checklist item is not in compliance with the answers determined when the list item was created (e.g., the entered temperature is above the maximum or below the minimum).
Assessment Tool	The Assessment Tool is an add-on module that allows for periodic assessments to be carried out through the Mobile App and then analyzed through the Server App.
Authorized Locations	Authorized Locations are those locations specifically assigned to a user account. These locations are the only locations visible to the user regardless of the group where their user's account exists.
Checklist	A Checklist is a collection of questions (List Items) that accept answers from users. This term is primary used in the Mobile App. This is the same as a List in the Server App.
Corporate	Corporate is the top-level group in an organization, and is where items that impact all locations exist (e.g., Default Store Hours) or users (e.g., Job Roles, Access Roles, etc.). Elements created at the corporate level are inherited by all groups and locations within the organization unless they are overridden at the group or location level.
Custom Holidays	These are one-time Holidays that created in Settings at the Corporate, group, or location level and in identify a specific date when eligible locations will be closed for normal business operations.
Dashboard	The Dashboard is, in a sense, the home page of the Mobile App and Server App, where list and device statistics, sensor data, and active lists are visible. The information that appears on the Dashboard is first determined by the active level (Corporate, group or location) and then by the Date selected to view.
Date Range	A Date Range indicates the Start Date and End Date of a report or list, were the records displayed will be those that have a date that falls someone between the start and end dates, inclusively. Most Date Range fields have a list of predefined ranges (e.g., Today, Yesterday, Trailing 7 days, etc.) and a Custom range.
Default Store Hours	Default Store Hours are the hours that all locations in the organization are open. A location can override these times and set their own store hours.
Device	This is any sensor, gateway, probes, or tablet that is connected to the ComplianceMate system. In some cases, the term device specifically refers to sensors.
Device Templates	A Device Template contains default values to use when assigning a sensor to a location. Instead of having to enter all the settings for each sensor, you simply choose the template that matches the sensor's use.
Digital Probes	Digital Probes are devices that are paired with your smart device through the Mobile App and used to manually message temperatures.
Gateway	Gateways function as a concentration point for the data collected and transmitted by the sensors. Ultimately, the gateway is responsible for uploading the collected data to the ComplianceMate Server via using a LoRaWAN deployment through a locations Internet router.
Group	Groups are used to collect child groups and/or locations that are related based on common properties, such as business type, business mode, geography, or legal jurisdiction.
Holidays	Holidays are set up at the Corporate, group and/or location level to identify days when locations will be closed, thereby suspending normal business operations on that day.
Inactive	Inactive refers to something - a record, account, or device - that exists in the system but is not available for use. Inactive Records are typically records that were one Active, but have now been Deactivated (e.g., Lists and List Items). They still exist in this system and, in most cases, can be Activated again so they can be used. An Inactive Sensor is one that has not reported any data to the server for a designated period of time. An Inactive Tablet is one that has not synchronized with the server for a designated period of time. An Inactive Tablet User is one that has not logged onto the Server App for a designated period of time.
Invitation	An Invitation is an email that is generated from the Server App and invites the recipient to follow the enclosed link and setup their account for accessing the Server App.
Job Roles	A Job Role, created at the Corporate level, is used to identify a User's role in the organizations. Job Roles are also used to determine who receives the various Notifications that can be generated by the system.
Kiosk Mode	Kiosk Mode is an non-interactive alternate presentation of the Dashboard and is limited to showing statistical information and sensor graphs.
List	A List is a collection of questions (List Items) that accept answers from users. This term is primary used in the Server App. This is the same as a Checklist in the Mobile App.
List Interval	A List Interval is a designated day and time when a list is available for completion through the Mobile App. A List can have multiple intervals.
List Item	List Items the components of a List that accept answers from users through the Mobile App. There are eight types of list items: Text, Numeric, Manual Temperature Entry, Product Probe, Yes/No, Multiple Choice, Image/Video, and Signature.
List Reminders	List Reminders are notifications that can be generated by the system and sent to Users, as designated by their Job Role, to remind them that an available list has not been completed and the interval is about to expire.
Location	Locations are the physical sites where an organization carries out its business. A location cannot have a child location or group, and is therefore the final level of the organizational structure.
LoRa	LoRa (Long Range) is a non-cellular, long range, low power wireless technology, allowing low bandwidth, bi-directional communication with end-to-end encryption and easy installation.
LoRa Network Server (LNS)	The LoRa Network Server (LNS) receives sensor data from the field via LoRaWAN and then makes it available to our systems and integrations.
LoRaWAN	LoRaWAN is the network architecture that relays messages between sensors and the ComplianceMate server, encompassing the radio transmissions from gateways to sensors and IP connections between the gateways and the ComplianceMate server. The network provides for bi-directional, encrypted communication, including the transmission of sensor data (e.g., temperature and humidity data) and the maintenance of remote equipment (e.g., sensor firmware upgrades). For information about LoRaWAN technology, click here.
Messaging	Messaging, an add-on module for the ComplianceMate solution, allows messages to be created in the Server App at the group-level and sent to one or more locations through the Mobile App. The messages can be viewed in both the Mobile App and Server App and responded to and/or acknowledged as having been received. This module is basically a one-message, one-response solution.
Mobile App	The Mobile App, installed on a smart device such as a tablet, is a set of tools used to collect information through Checklists and Timed Logs, execute Tasks, receive Reminders and Messages, and view Statistics. Information collected through the Mobile App is synchronized with the ComplianceMate server, where it will be processed and made available for review and analysis.
Notifications	Notifications are generated by the system based on pre-determined conditions, and then sent to the Mobile App or Users based on their Job Roles. Notifications are typically in the form of Email or SMS messages.
Onboarding	Onboarding is the "post-contract/pre-install" process of collecting pertinent data from an organization about a new installation of the ComplianceMate solution, be it an implementation for a new organization or a new location for an existing organization. Once the onboarding process is complete, the equipment is sent to the appropriate locations for installation. For more information, see the Omnboarding section.
Organization	The Organization is the top level of a ComplianceMate implementation. A business has a single organization that is accessible through the Server App. The Organization level does not contain an records, other than settings that define the basic implementation of the ComplianceMate solution. These settings are only available to ComplianceMate Personnel. The first level in the structure that is available to users is the Corporate level group. From here, groups and/or locations can be added where configuration, management, and data analysis is carried out out.
People	People are those persons that have been invited to use the ComplianceMate Server App (Pending Invites), as well as those that have accepted the invitation and set up their User Account.
Permissions	Permissions are elements of an Access Role that describe what a user with that access role can and cannot do (e.g., they can view, create, and edit a list because those permissions are assigned to their role, but they can't delete a list because that permission is not assigned to their role).
Phone Home	This is a designated time when the Mobile App is to synchronize with the ComplianceMate Server to upload data collected for a location and then download updates and changes made in the Server App to a location's configuration.
Probes	Probes are devices that are paired with your smart device through the Mobile App and used to manually message temperatures.
Recurring Holidays	Recurring Holidays are predefined public holidays that can be selected and applied at the Corporate, group, or location level to designate days when normal work operations will be suspended.
Reminders	Reminders are notifications generated by the system based on pre-determined conditions, and then sent to the Mobile App or Users based on their Job Roles. Reminders are typically in the form of Email or SMS messages.
Reports	Reports take a specific set of data from one or more Locations at designated dates and times, format that data for review and analysis, and then send that data in report format to a list of Users based on their Job Roles. The format of the report file is typically PDF, XLSX or CSV. The method of sending is as an email attachment.
Sensor	Sensors are used to collect temperature data from equipment, workspaces, and even product on a 24/7 basis at 15-minute intervals. ComplianceMate sensors are equipped with LoRa technology, allowing them to be installed in coolers, freezers, and remote spaces without the need to deal with wires, Wi-Fi availability and authorizations, or structures that typically block or weaken electronic signals. LoRa (Long Range) is a non-cellular, long range, low power wireless technology, allowing low bandwidth, bi-directional communication with end-to-end encryption and easy installation.
Sensor Alerts	When a Sensor reports temperature readings for a designated period of time that are not in compliance with a pre-defined temperature range (i.e., the readings are above the maximum or below the minimum) as determined in the Sensor's assigned Device Template, a Sensor Alert is triggered by the system. If enabled, the alert can cause a Notification to be generated. The notifications let people know that an alert has been triggered. The persons who are notified are determined by their Job Role. The methods of notification is typically Phone Call, Email or SMS: For SMS and Email notifications, all persons with the designated Job Roles receive the notification. For Phone Calls, the system generate a Call List based on the Job Roles Order within a list of roles, and a person's Order within a role. ComplianceMate Call Center personnel call through the list, starting at the top, until they reach someone and let them know about the alert.
Server App	There Server App serves three primary purposes: It is where the system is configured for optimum use by locations and administrators within an organization, including the management of checklists and devices. It is a place where data collected from the Mobile App and temperature sensors is stored, analyzed, and acted upon by the system, including the generation of Notifications and Reports. It is a place where an organization's management can go to review the data that has been collected and make determinations on how improvements and adjustments can be implemented throughout the organization.
Smart Device	A Smart Device is a phone or tablet that uses the Android OS or Apple iOS as its primary operating system. It is on a smart device that the Mobile App is installed and used.
Statistics	Statistics are produced by the system from the execution of Checklists, Timed Logs, and Tasks, as well as data collected from Devices, and then presented as information cards on the Dashboard or as reports in the Statistics module.
Synchronization	Synchronization is a process that is either scheduled through the Server App and executed by the Mobile App (Phone Home), or initiated when an action is carried out on the Mobile App (e.g., completing a Checklist). When a synchronization is carried out, data collected through the Mobile App is uploaded from the smart device to the server, and changes and updates to the system configuration made in the Server App are downloaded from the server to the smart device.
Tablet	A Tablet is a smart device that uses the Android OS or Apple iOS as its primary operating system. It is on a tablet that the Mobile App is installed and used.
Tasks	Tasks, an add-on module for the ComplianceMate solution, allows for corrective actions to trigger a task to be completed following the completion of a checklist. Through the Mobile App, you can also manually create tasks to be completed, as needed.
Timed Logs	Timed Logs track temperatures in one of two directions until the desired temperature is reached. Timed Log Templates are defined in the Server App and then used as needed in the Mobile App. There is no interval component for scheduling timed logs; however, once a timed log has been initiated, it does have a reminder system that prompts for additional entries until the log is completed. Timed Log data is viewed through the Server App.