Device Information and Classification

This guide shows you how to view device information, edit device details, and create classification filters to organize your Ally devices in Leanheat Monitor.

Editing Device Information

You can add or update information about your devices to make them easier to identify and organize. This step is optional but improves device management as your system grows.

Step 1: Access Device Settings

1. Go to Device Administration
2. Find the device you want to edit
3. Click the pencil icon next to the device name

Step 2: Fill in Device Information

You can add or change the following information:

Device Information:

• Device name (edit if needed)
• Device tags (add keywords for filtering)
• Notes or description

Owner Contact Information:

• Owner name
• Contact email
• Contact phone number

💡 Example: Add a device tag "BuildingA" to all devices in that building. Later, you can create a filter to show only BuildingA devices with one click.

Step 3: Add Device Location

You can set the device's physical location on a map:

1. Scroll to Device location
2. Click Click to search for address
3. Start typing the address (you don't need the complete address)
4. Select the location from the suggestions

Or manually set location:

1. Click Manually set pin position
2. Click on the map where the device is located
3. Click Save

Step 4: Save Changes

1. Review all information
2. Click Save
3. Click Close

The device information is now updated and visible in the device list.

Creating Device Classification Filters

Filters let you quickly access groups of devices without searching every time. Create filters based on device tags, locations, or other criteria.

Quick Search (Temporary Filter)

For one-time searches:

1. Go to Devices
2. Use the search bar at the top
3. Type a keyword (device name, tag, location, etc.)
4. Results filter automatically

Create Permanent Filter

For filters you'll use repeatedly:

1. Go to Devices
2. Click the + button
3. Enter a Filter name (e.g., "Building A Devices")
4. Select filter criteria:

Filter options:

• Device name - Search by name pattern
• Device location - Filter by address or area
• Serial number - Find specific device
• Device tags - Filter by tags you created
• Device type - Show only eTRVs, sensors, etc.

5. Click Add new filter

The filter now appears in your device sidebar. Click it anytime to see only devices matching that criteria.

💡 Filter examples:

• "Floor 3 eTRVs" - Device name contains "Floor3" AND Device type = eTRV
• "Building A All" - Device tags contain "BuildingA"
• "Offline Devices" - Status = Offline

Reading Device Information

Once devices are imported, you can view detailed information and data for each device.

Access Device Details

1. Go to Devices
2. Click on a device name

The device page has six tabs with different information:

Properties Tab

Shows current device status and basic information:

• Device name - At the top of the page
• Metadata - Device type, mode, integration source
• Readouts - Current temperature, setpoint, battery level, status
• Location - Map showing device location (if set)
• Serial number - Device identifier
• Online/Offline status - Connection status indicator

Graph Tab

Displays historical data in chart format:

1. Select which data to display (temperature, setpoint, battery, etc.)
2. Adjust the timescale (last hour, day, week, month, custom range)
3. Click Save as favorite to keep your preferred view

You can view multiple data series on the same graph to compare trends.

Readings Tab

Shows data in table format:

1. Select which readings to display
2. Adjust the timescale
3. Click Export csv to download the data

The table shows exact values with timestamps, useful for detailed analysis or reporting.

Alarms Tab

Manages alarm information for this device:

• Active alarms - Currently triggered alarms
• Historical alarms - Past alarm events
• Alarm rules - Rules configured for this device

Use filters to find specific alarms by date, severity, or type.

Details Tab

Edit device information:

• Device information (name, tags, notes)
• Owner contact information
• Device location

This is the same information you can edit from Device Administration.

Reminders Tab

View and manage reminders for this device:

• Active reminders - Upcoming maintenance or tasks
• Completed reminders - Past reminders archive

Reminders are personal notes for yourself about device maintenance, calibration, or other tasks.

Documents Tab

Store files related to the device:

• Installation photos
• Warranty documents
• Maintenance records
• Manuals or datasheets

Drag and drop files into the Documents tab, or click to browse and upload.

Device Organization Best Practices

💡 Tips for organizing devices:

• Use consistent tagging across all devices (all tags lowercase, use hyphens)
• Create tags by building, floor, room, or function
• Set device locations for map visualization
• Add owner contact info for devices in tenant-managed units
• Create filters before you need them (easier to set up once than search repeatedly)
• Use descriptive filter names that explain what they show