User Guide

RediView Documentation

Current guide for RediView—Reports catalog, RediBot Assistant, Settings & Custom Roles, Report Access, Triggers, and organizational administration. Aligned with the application development branch (through mid-2026).

Last updated: July 2026

1. Introduction to RediView

What is RediView?

RediView is an enterprise SaaS platform for the concrete production industry. It centralizes real-time plant data, deep reporting and analytics, AI-assisted operational Q&A (RediBot), configurable triggers and alerts, and hierarchical management of Parents, Producers, Regions, Plants, and Users.

Key Capabilities & Benefits

RediView helps your organization:

  • Monitor operations centrally — from individual plants up through parent companies.
  • Analyze with a full report catalog — production, quality, operations, inventory, moisture, and on-demand reports.
  • Ask RediBot — natural-language questions over the same reports and access rules you already have.
  • Act on alerts — configurable triggers notify the right people when thresholds are breached.
  • Control access precisely — roles, custom tenant roles, and per-report grants.
  • Decide with data — heatmaps, drilldowns, ticket lookup, exports, and executive KPIs.

2. Getting Started with RediView

Use this section for first login and orientation to the current RediView shell.

System Prerequisites

  • Web Browser: Chrome, Firefox, Edge, or Safari with JavaScript enabled.
  • Internet Connection: Required for live plant and report data.
  • Credentials: Email and password (or magic link) from your administrator.

Accessing and Logging Into RediView

  1. Open the RediView URL provided by your administrator.
  2. Enter your Email and Password, then click Sign In.
  3. Or use a magic link if your organization enabled passwordless sign-in: request the link from the login page and open it from your email inbox.
Forgot password? Use the "Forgot Password?" link on the login page and follow the reset instructions.

After authentication, Administrators and Super Administrators land on the Dashboard. Standard Users typically land on Reports.

Understanding the RediView User Interface

Sidebar & Main Navigation

RediView uses a collapsible sidebar (and a mobile drawer on smaller screens). Menu items depend on your role and entitlements:

  • Main: Dashboard, Reports, Assistant (shown only when RediBot access is granted).
  • Manage: Triggers, Producers, Plants, Regions, Users, Settings.
  • Super Administrator only: Parents, Report settings.
  • Standard User: typically Reports and Assistant only.
Legacy Functions (function groups) were retired. Permission grants for reports now use Custom Roles under Settings. The old /roles URL redirects to Settings.

Header Controls

  • Brand / home link (Dashboard for admins; Reports for Users).
  • Theme toggle (light / dark).
  • Parent switcher when you belong to more than one organization scope.
  • User menu with Sign Out (and demo/impersonation tools for Super Admins when enabled).

What's New & Contextual Help

  • What's New: In-app changelog highlights recent releases (features, improvements, fixes) since your last visit.
  • Contextual help: Category and report guides explain how to read specific analytics without leaving the page.
  • Ticket / quick search: Use ticket lookup and the reports command palette to jump to a ticket or report quickly.

3. Fundamental RediView Concepts

The RediView Data Hierarchy

Operational data is organized to mirror your company structure. Access, reporting roll-ups, and triggers all respect this hierarchy:

  • Parent Company — top corporate entity (e.g., "Global Concrete Solutions Inc.").
  • Producer — operating division under a Parent.
  • Region — geographic or administrative grouping under a Producer.
  • Plant — physical batch plant; primary source of load and inventory data.

Tenant membership and role scope determine which Parents (and downstream entities) you can see.

User Roles & Permissions

RediView combines platform roles with tenant Custom Roles for report access:

  • User — reports (and Assistant when granted); home is Reports.
  • Administrator — Dashboard, Reports, Assistant, Triggers, hierarchy CRUD (Producers/Plants/Regions), Users, Settings. Cannot access Parents or Report settings.
  • Super Administrator — full platform access, including Parents and Report settings (org-wide report ACL and Assistant admin).
Custom Roles (Settings → Roles) let Administrators grant specific reports to groups of users within a tenant. Platform role still gates which modules you can open; Custom Roles refine which reports appear inside Reports / RediBot.

4. The Dashboard: Your Operational Command Center

Available to Administrators and Super Administrators, the Dashboard is the post-login overview of connectivity and plant performance.

Welcome & Summary

The welcome area shows a personalized greeting plus high-level counts and shortcuts into reports or plants you use most.

Key Metrics & Connectivity

  • Plant connectivity — how many plants are online and transmitting.
  • Aggregated KPIs — production volume, cycle-time style metrics, and other executive signals for plants in your scope.

Dashboard Table: Real-time Plant Status

The plant status table typically includes:

  • Plant Name, Machine Name, Last Load
  • Avg Cycle (min), Loads/Hr
  • Status / Sentiment indicators and row actions

Status Colors

Green = online/healthy; Yellow/Amber = warning or latency; Red = offline/critical; Grey/Blue = unknown or pending.

Drill Down

Open a plant name or detail action to move into plant-focused reporting and history.

5. Reporting & Analytics

The Reports module is RediView's primary analysis workspace. Open it from the sidebar (Reports) to browse categories, apply org/date filters, search tickets, export data, and open locked/premium reports your organization has licensed.

Report Categories Catalog

The catalog below reflects the current application report definitions. Some advanced reports may appear locked until licensed or enabled for your tenant.

Production Analytics
  • Production Overview — core volume and trend KPIs
  • Production Per Hour — volume/rate by plant and hour
  • Mix Production — production with reship and load counts
  • Material Usage — usage by material and plant
  • True Material Cost — premium / may be locked
  • Material Cost Variance — premium / may be locked
  • Load Size Bucket Performance — premium / may be locked
  • Daily Startup Performance — premium / may be locked
Quality Control
  • Material Tolerance Heatmaps
  • Compliance (All Plants) — includes batch-weight drilldowns
  • Load Water Trim/Slump Details — supports zero-trim toggle
  • Load Drilldown — Loads → Batch Weights → Drops
  • Reship / Returned Concrete — premium / may be locked
  • Mix Design Conformance — premium / may be locked
  • Scorecard Alert Trends — premium / may be locked
Operations
  • Operator Alerts / By Plant
  • Material Flow Rate
  • Timed/Jog Open Time Analysis — includes drop-error histograms
  • Production Staging
  • Equipment Health
  • Feed Attempt Heatmap
  • Idle Time Reconciliation — tenant-specific (see below)
  • Plant Parameter Change
  • Manual Batching — premium / may be locked
  • Cycle-Time Funnel — premium / may be locked
  • Plant Utilization — premium / may be locked
  • Load Time SLA — premium / may be locked
  • Customer & Job Fill Rate — premium / may be locked
  • Stage Duration vs Goals — premium / may be locked
Inventory Management
  • Inventory On Hand
  • Material Receipts and Adjustments
  • Inventory On Hand Heat Map
  • On-Hand History — premium / may be locked
  • Transactions
  • Full Report
Moisture Tracking
  • Moisture Trend
  • Probe Health & Manual Mode
  • Moisture Out-of-Tolerance
  • Water Balance & Added Water
  • Custom Analytics — configurable report builder
On-Demand Reporting
  • On-Demand Reports — run configured trigger-style reports
  • Material Consumption
  • Pulse Subscription Details
  • User Login Activity — Super Administrator
  • Ingredient Parameter List
  • Ticket Summary Report — premium / may be locked
  • Trigger Notification History — audit of sent alerts

Filters, Search & Export

Organizational & Date Filters

  • Filter by Parent, Producer, Region, and Plant (options limited to your access).
  • Pick a start/end date (or preset ranges) to scope historical analysis.
  • Material / item group filters appear on quality and inventory reports when available.

Charts, Heatmaps & CSV

  • Heatmaps and charts update with your filters; themes can be customized in Settings → Report Appearance.
  • Many tables and charts support CSV download for spreadsheet analysis.
  • Plant roll-up behavior (how multi-plant views aggregate) is controlled in Settings → Report Behavior.

Idle Time Reconciliation

The Idle Time Reconciliation report lets authorized users review idle events, override categorizations, split events, and export CSV for operational review.

  • Review idle events for the selected plants and date range.
  • Override or split categorizations within the allowed edit window.
  • Per-plant Idle Threshold (minutes) is configured on the Plant record and influences how idle is calculated.
  • CSV export can include threshold context for offline review.
Availability is tenant-specific. If you do not see Idle Time Reconciliation, it may not be enabled for your organization—contact your RediView administrator.

Custom Analytics

Under Moisture Tracking → Custom Analytics, build configurable visualizations from available metrics, save report definitions, and reuse them like other report leaves (subject to your access).

Access, Premium & Locked Reports

  • Default / seeded reports — available when your role grants the category.
  • Premium / paywalled — visible as locked until the Parent licenses them (managed in Report settings).
  • Unreleased — may appear only when feature flags are enabled for the environment.
  • Custom Role grants — further restrict which reports members of a role can open.

6. RediBot Assistant

RediBot is RediView's AI assistant for operational questions. It answers in plain English, runs the same report logic you can access manually, and can deep-link into the matching report with charts and tables.

What RediBot Can Do

  • Answer "what / how much / when" questions using your scoped report data.
  • Diagnose "why" questions (e.g., compliance dips, reship spikes, cycle-time changes, operator-alert spikes) by comparing periods and ranking contributing plants.
  • Explain concrete-industry concepts from its curated knowledge base (strength testing, placement, moisture, inventory, equipment, etc.).
  • Show live-style snapshots (e.g., production in the last 60 minutes) when asked about "right now."
  • Present widgets (tables/charts) and links back into the Reports module.
RediBot inherits your RBAC and report entitlements. It cannot surface plants or reports you are not allowed to open yourself.

Using the Assistant

  1. Open Assistant from the sidebar (hidden until Assistant access is granted for your account/org).
  2. Type a natural-language question (include plant, date range, or metric when you can).
  3. Review the write-up, tables, and charts; follow deep-links to open the full report.
  4. Continue the conversation or start a new thread from the history rail.

Example prompts:

  • "How did compliance look last week across our plants?"
  • "Why did operator alerts spike this week?"
  • "How much are we producing right now?"
  • "What is plastic-shrinkage cracking?" (knowledge / concept)

Export, Email & History

  • Email me this — sends the full answer (write-up + tables/charts) to your own account email only.
  • Download PDF — branded PDF with question, answer, visuals, date range, timezone, and report links.
  • CSV per table/chart — spreadsheet-ready export of the figures shown.
  • Conversation history — reopen prior threads from the Assistant history rail.

Access & Limits

  • Assistant visibility is gated: if you do not see Assistant, access has not been granted.
  • Usage may be subject to organization quotas; Super Administrators manage access, usage, and captured questions in Report settings.
  • Industry knowledge answers are general practice; for your plant numbers, RediBot runs your reports.

7. Settings

Administrators open Settings from the Manage group in the sidebar. Settings replaces the former standalone Roles page and consolidates report UX preferences.

Custom Roles

Custom Roles define which reports members can access inside a tenant—without changing their platform role (User / Administrator).

  1. Go to SettingsRoles.
  2. Create a role with a clear name (e.g., "Quality Supervisors").
  3. Grant the report leaves this role should see.
  4. Assign users/members to the role.
Changing a role's report grants updates access for all members immediately. Platform Super Administrators still control org-wide licensing via Report settings.

Report Appearance

  • Choose heatmap color themes used across quality/operations heatmaps.
  • Appearance changes apply to your reporting experience consistently across categories.

Report Behavior

  • Plant roll-up — controls how multi-plant views aggregate results.
  • Other behavior toggles (when shown) affect alias display, resold inclusion, and related report defaults.

8. Report Access Administration

Super Administrators only. The Report settings module is not available to Administrators or Users.

Report Settings Overview

Open Report settings from the sidebar to manage organization-level report entitlements:

  • Enable or disable reports for a Parent organization.
  • Unlock premium / paywalled report leaves when licensed.
  • Apply global toggles that affect report availability across the tenant.

Custom Roles (Settings) further refine access for groups of users after a report is enabled for the organization.

Assistant Administration

  • Grant or revoke RediBot access for the organization / users.
  • Monitor usage against quotas.
  • Review captured questions to understand what teams ask most.

9. Managing Your Organizational Structure

Administrators manage Producers, Regions, and Plants. Super Administrators also manage Parent companies. Hierarchy data drives reporting filters, triggers, and user scope.

Parent Company Management

Navigate to Parents (Super Admin). Create/edit Parents with company name, primary contact, integration credentials (TrackIT, CIDRA, Marcotte, Material Receipt), and cost-per-minute settings.

Deleting a Parent affects associated Producers, Regions, Plants, and Users. Proceed with extreme caution.

Producer Management

Open Producers. Create a Producer under a Parent with name, contact, TrackIT / BCMI identifiers, IPS publish date (often Super Admin), cost per minute, and tolerance goal.

Region Management

Open Regions. Create Regions under a Producer with name, contact, and optional TrackIT / cost settings. Deleting a Region affects its Plants.

Plant Management

Accessing & Creating Plants

Open Plants. Create plants through the multi-step form covering location (Parent / Producer / Region / display name), basic identifiers, advanced machine settings, database/Blinky hosts, and plant contact.

Idle Threshold

  • Set Idle Threshold (minutes) on the plant when Idle Time Reconciliation is used.
  • This threshold influences how idle events are detected and appears in related CSV exports.

Bulk Import & Integrations

  • Where enabled, use bulk plant import to create/update many plants at once.
  • Configure DataJet / control-system related fields as provided by your implementation team.
Deleting a Plant removes it from RediView management views and can impact historical reporting associations. Confirm carefully.

10. User Administration

Administrators and Super Administrators manage accounts from Users. Report-level access is refined with Custom Roles under Settings (not the retired Functions module).

Accessing User Management

Open Users from the sidebar. The list shows accounts in your tenant scope. Action buttons respect whether you can manage the target user's role.

Creating New User Accounts

  1. Click Create User.
  2. Basic Information: First name, last name, email (login), optional phone and title.
  3. Organization Assignment: Parent (required), optional Producers and Regions to narrow scope.
  4. Preferences & Alerts: Language, units, email/SMS alert settings.
  5. Role Assignment: User or Administrator (Super Administrators may also assign Super Administrator).
  6. Save. The user receives invite / password setup instructions per your auth config.
After creation, assign the user to a Custom Role in Settings if they need a curated report set beyond defaults.

Modifying Existing User Accounts

  1. Locate the user and click Edit.
  2. Update profile, org scope, alert preferences, or platform role.
  3. Click Save Changes.
Changing email (login) or elevating roles has security implications—confirm with your security policy.

Deleting User Accounts

Deletion permanently revokes access. Prefer deactivation policies if your process requires temporary suspension.
  • Select Delete on the user row and confirm.
  • Also remove the user from Custom Roles if they should no longer inherit grants.

11. Triggers & Alerts

Triggers define operational conditions; Alerts notify assigned users when those conditions are met. Configure them from Triggers in the sidebar.

Understanding Triggers and Alerts

  • Triggers — rules with scope (Parent/Producer/Region/Plant), type, time frame, and limit thresholds.
  • Alerts — notifications delivered when a trigger fires, subject to per-user notification limits.

Configuring Triggers

  1. Open Triggers and choose Add (new) or Copy from sample when a template fits.
  2. Set description, hierarchy scope, trigger type, optional load-size bucket / material context, and UOM.
  3. Configure time frame / interval and standard + critical limit fields for the type.
  4. Save the trigger, then assign users for notifications.

Categories (when managed in your environment) control which limit fields and UOMs appear for each trigger type.

Notification Assignments

  • Assign users to a trigger with notification limit (None / Minute / Hour / Day) and period duration.
  • Toggle Active to enable or pause alerts for that assignment.
  • Edit or remove assignments as staffing changes.

Notification History

Review what was sent via Reports → On-Demand → Trigger Notification History. Use Alert Type / Detail columns (when present) to audit deliveries for a date range and organization scope.

History visibility still follows your report access rules.

12. User Account & Session Management

Signing Out of RediView

  1. Open the user menu in the header.
  2. Select Sign Out.
  3. You are returned to the login page and the session ends.

Always sign out on shared computers. If your session expires, sign in again with password or magic link.

13. Troubleshooting & Support

  • Use in-app What's New and contextual report help for feature guidance.
  • Confirm your role and Custom Role grants if a report or Assistant is missing.
  • Ask a local RediView administrator about tenant entitlements and Report settings.
  • Contact RediView support with steps to reproduce, screenshots/errors, browser, and org/plant context.

14. Glossary of Terms

  • Alert: Notification generated when a Trigger condition is met.
  • Assistant / RediBot: AI chat that answers operational questions using your report access and curated knowledge.
  • Custom Role: Tenant-defined role that grants a curated set of reports. Manage under Settings.
  • Cycle Time: Time to complete one production load.
  • Dashboard: Admin landing page for connectivity and plant status KPIs.
  • Data Hierarchy: Parent → Producer → Region → Plant organization of entities and access.
  • Heatmap: Color-coded matrix used in quality, inventory, and operations reports.
  • Idle Time Reconciliation: Operations report for reviewing and overriding idle event categorizations.
  • Magic Link: Passwordless sign-in link emailed to the user.
  • Parent: Highest organizational level in RediView.
  • Paywalled / Premium Report: Report leaf that requires organization licensing before use.
  • Plant: Physical production facility; primary operational data source.
  • Plant Roll-up: Settings behavior controlling how multi-plant report views aggregate.
  • Producer: Operating entity under a Parent.
  • RBAC: Role-based access control combining platform roles and Custom Roles.
  • Region: Grouping of Plants under a Producer.
  • Report Settings: Super Admin module for org report entitlements and Assistant administration.
  • Ticket Lookup: Search for a production ticket across reporting surfaces.
  • Trigger: Configurable rule that fires alerts when thresholds are crossed.
  • UOM: Unit of measure (volume, weight, time, count, etc.).
  • What's New: In-app changelog of recent RediView releases.