Hi, my name is Joel Kenyon
and I’m a product manager at Olympus.
Today I’m going to show you
how to add your own custom notes template
to the Vanta analyzer.
Adding your own notes template
will allow you to make sure that any information
relevant to your process is saved
along with your data.
To get started just make sure
that your Vanta analyzer is connected to the PC,
and open the Vanta PC software.
Next click on the Fleet Manager tab
at the upper right hand corner of the screen,
and select the profile that you’d
like to add your template to.
Edit the profile,
and select the user that you’d like
to have access to the template,
and click on the templates tab.
Next, make sure that the notes selection
is selected in the list
on the left hand side of the screen.
And add your template by clicking on the plus icon.
Enter the name of your template,
and click OK.
From here you can choose which information
will be entered into the template
and how the user will enter that information.
To keep track of who is using the analyzer
you can add a user’s field.
Simply name the field
and select text from the drop down menu.
This will allow the user
to enter their name with each test.
You can also add a fixed list
which will allow the user to select an option
from a drop down menu.
You can use this to keep track of
what specific type of parts are being tested.
Or anything like that.
To populate the drop down list for the user
simply click on the plus icon
in the fixed list tab
and name the part.
To remove and item from this list
simply click on it and double click on
the trashcan in the upper right hand corner.
Adding an auto incrementing list
will allow your template to automatically keep count
of your tests or of any other information.
To do this simply select the auto incrementing feature.
Name the field.
And set the starting point
and the increment value.
The increment value is what determines
how high the count jumps with each test.
The Vanta will also support mixed numbers
and letters in this field.
Once you’ve finished entering your fields
click the back button to return
to the templates page,
and then click on the right hand arrow
in the upper right of the screen
to go back to the profiles page.
To deploy your template to your analyzer
simply select the profile
that you created the template in
and click deploy.
Once you’ve finished it’s generally a good idea
to check your analyzer
to make sure that the profile was loaded correctly.
To do this, login to the profile
that you created the template in on the analyzer,
and navigate to the notes section
of the settings menu.
Now check the drop down to make sure
that your template was added.
And once you’ve made sure that
your template was added correctly
you are ready to go.
That’s how easy it is to create a
custom notes template for the Vanta analyzer.
Thanks for watching.