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
- Open the RediView URL provided by your administrator.
- Enter your Email and Password, then click
Sign In. - 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.
After authentication, Administrators and Super Administrators land on the Dashboard. Standard Users typically land on Reports.
Understanding the RediView User Interface
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).
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 LoadAvg Cycle (min),Loads/HrStatus/Sentimentindicators 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.
Ticket Lookup & Command Palette
Use ticket search to locate a specific ticket across reporting surfaces, and the reports command palette to jump to a report by name without browsing categories.
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.
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.
Using the Assistant
- Open
Assistantfrom the sidebar (hidden until Assistant access is granted for your account/org). - Type a natural-language question (include plant, date range, or metric when you can).
- Review the write-up, tables, and charts; follow deep-links to open the full report.
- 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).
- Go to
Settings→ Roles. - Create a role with a clear name (e.g., "Quality Supervisors").
- Grant the report leaves this role should see.
- Assign users/members to the role.
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
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.
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.
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
- Click
Create User. - Basic Information: First name, last name, email (login), optional phone and title.
- Organization Assignment: Parent (required), optional Producers and Regions to narrow scope.
- Preferences & Alerts: Language, units, email/SMS alert settings.
- Role Assignment:
UserorAdministrator(Super Administrators may also assign Super Administrator). - Save. The user receives invite / password setup instructions per your auth config.
Modifying Existing User Accounts
- Locate the user and click
Edit. - Update profile, org scope, alert preferences, or platform role.
- Click
Save Changes.
Deleting User Accounts
- Select
Deleteon 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
- Open
Triggersand choose Add (new) or Copy from sample when a template fits. - Set description, hierarchy scope, trigger type, optional load-size bucket / material context, and UOM.
- Configure time frame / interval and standard + critical limit fields for the type.
- 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.
12. User Account & Session Management
Signing Out of RediView
- Open the user menu in the header.
- Select
Sign Out. - 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.