Ensuring we always meet the needs of our customers is a core part of everything that we do at Dickson. As your compliance partner, we know how important it is for our customers to stay organized. We also know that if you are part of a large company, staying organized can be difficult. To help, we have put together a list of general guidelines to get your large organization set up with the DicksonOne system in the most efficient way.
1. Determine the Admin
Decide who is going to create the first account and who will be the admin(s) of the system. Additional administrators can be added by contacting Dickson.
2. Name your Account
When signing up for the account, this individual will be asked for the company name. The name entered in this field will act as the top-most level of the location structure. Most use their company or organization’s name.
3. Set Up Locations
Take a moment to think about the structure of your company and how you might organize your account. Locations can be geographical (city, state, address, etc) or even just logical groupings (groups by applications). It can be helpful to sketch out your general structure beforehand, though you can always make adjustments. Locations also drive permissions, so who can see what is another consideration when creating your location structure.
Below is an example of a structure with multiple, international locations:
Dickson
- United States
-- Chicago Location
--- Lab 1
---- Logger 1
---- Logger 2
- Europe
-- London Location
--- Production
---- Logger 3
---- Logger 4
- China
-- Beijing Location
--- Warehouse
---- Logger 5
---- Logger 6
- United Arab Emirates
-- Dubai Location
--- Lab 1
---- Logger 7
---- Logger 8
4. Name Loggers and Channels with a naming convention
Before adding the loggers, consider how you want them to appear in the system and how you’ll be notified when an alarm or excursion occurs. In DicksonOne a channel refers to one stream of data and generally represents a single variable of data.
Let’s use the following as an example:
- You’re monitoring a refrigerator freezer combo unit
- You’re storing vaccines in both the refrigerator and freezer
- You’re using a single device with a dual probe replaceable sensor to monitor both compartments
- The refrigerator has an asset ID of #4842
As a best practice, we’d recommend naming the device and its channels in one of two ways:
- Vaccine Refrigerator/Freezer
- Refrigerator Temperature
- Freezer Temperature
- Vaccine Refrigerator/Freezer - Asset #4842
- Refrigerator Temperature
- Freezer Temperature
In the above example, if you were to receive a phone call notification for an alarm (in this example greater than 35F) from DicksonOne you’d hear one of the following respective to the best practice examples above:
- This is an alert from DicksonOne. Your ‘Refrigerator Temperature’ on ‘Vaccine Refrigerator/Freezer’ is reading 10 degrees above the pre-set value of 35F.
- This is an alert from DicksonOne. Your ‘Refrigerator Temperature’ on ‘Vaccine Refrigerator/Freezer - Asset #4842’ is reading 10 degrees above the pre-set value of 35F.
As you can see, how you name your devices and their channels can tell you a lot about where you have to look and what you need to do in the event of an excursion.
5. Add Users
To add a new user to the DicksonOne Account, click 'Manage' on the Menu Tab and select the 'Users' option from the drop-down menu that appears.
Enter the user's name, primary email address, and optional contact info. You will also be required to configure their access permissions for each location. The user will receive an email with an embedded link. Once they click on the link, they will be able to create a password to log in to the account. They will then become a user of the account with those assigned permissions.
Recently, we assisted a new, large customer with setting up their account for users across hundreds of locations, contact, and user roles. Following these guidelines made it easy to organize the account.
Click Here for more DicksonOne “How To’s."
