The initial screen of Essentials ER will prompt for entry of an Administrative User Name and password. Once this information has been entered, press Finish to continue. You can also create additional Administrative accounts through ER Menu/User Manager.

· To create a Standard, press the Sample Name for a few seconds. When the options appear, select the Set as Standard option. The system will then ask, ‘are you sure you want to set this sample as standard?’. If yes, then the sample is renamed as Standard.

· To rename the sample or standard, press the Sample or Standard Name and then select the Rename function.

· To delete the sample or standard, press the name and then select the Delete function. Please note that Delete is disabled as default for accounts in User groups. If needed, admin-group users can enable it for user-group users. Also, when user delete the standard, the standard is only deleted from the current job while is still saved in the database.

Audit Log

Provides a record of activity on the instrument along with User, type of activity and date/time. Steps taken within a Job such naming a standard or sample are stored with each Job in the order taken with the description.

Auto Read

This feature performs measurements continuously. In Auto Read mode, measurements are initiated and stopped using the Read Button. The minimum value of the Read interval is 1 second and it will read as fast as it can update. When in Auto Read mode, the Read Button is enhanced with a checkmark.

AutoSave

This selection will automatically save a job. Once this feature is selected, a dialog box will be displayed to name the job.

AutoTolerance

AutoTolerance can be calculated under Workspace: Tolerances. AutoTolerances are calculated for CMC by considering the values as l:C – 2:1 with auto correction factor = 0.75 and commercial factor = 1. However, these ratios can be modified as needed.

Once the auto tolerance parameters are selected, select Absolute or Difference and press Apply and then Calculate AutoTolerances. The calculated tolerances are displayed under the AutoTolerances tab. If AutoTolerances are selected, the user cannot manually enter tolerances.

Averaging

Under Workspace: Read Options, the number of readings to average can be set to produce the final measurement. The total number of readings to be averaged can be no less than two. Close the screen and press Read

to initiate Readings.

Once the Read button is pressed, the instrument will display a unique dialog box to Read and Average the readings. The second reading is taken using the dialog box button, ‘Read’. Once all readings are taken, press Average to obtain the results.

Bias Correction

‘Index Bias Correction’ is provided in Workspace: Read Options dialog menu.

When the option ‘Index Bias Correction’ is checked and Apply is pressed, the application provides an option to Configure and store the Gain and Bias values to match other instrument values for specific Indices as shown below.

The user can select any Index from the list of Indices and input the desired Gain and Bias values. After selecting (Checking) the required Indices, click the Apply button to save the selected Indices values and update the Views accordingly.

This above methodology will provide an option to the user to apply the Bias Correction to each individual Index configured in Workspace.

INDEX*=(Gain * INDEX) + Bias, where INDEX is the actual value of the Index under consideration. The Bias Corrected Indices will be marked with * (eg: APHA *10mm) in the respective view display.

Color Data Display

The Color Data Table view shows color scale, color difference, and index data for the standards and samples in the job.

· Options such as Tolerances, Pass or Fail, Date and Time, Data Order and Tolerances can be selected using the View Options.

Color Plot

· This shows the sample location in two-dimensional Color Space with respect to the standard for difference measurements or the samples in absolute measurement. For differences, the standard is the center point of the plot and the samples are plotted separately on the graph.

· All displayed samples are listed in a list box on the right of the screen. The color plot can be zoomed and all data points can be viewed in detail.

· The tolerance plot is available in rectangular and elliptical when tolerances are applied. The pass or fail sample points are shown in green and red, respectively.

· Press and hold on the left and right page arrows to show a small dialog box. This dialog allows you to select the number of records per page to display and the default page number to display.

Color Scales & Differences

Under Workspace, Color Scales four screens are provided to configure the Scales, Indices, Differences and Illuminant and Observer (Ill and Obs).

This screen shows the 5 scales available for measurement. Select the absolute scale (3 parameters) and color difference scales (3 parameters) if needed. Press Apply and begin to read your samples.

To incorporate your selections, press Apply. To use the default set in the current Workspace, press Default.

Data Management

· The data contains the standards and sample measurements saved in a Job and database along with the sensor information. The saved measurements are also associated to respective Workspace and Job.

· Import a Job, Standard, Workspace and Diagnostics from a USB flash drive.

· Export the Job, Standard, Workspace and Diagnostics to a USB flash drive.

· Delete a Workspace. In Vista Essentials ER, Job, Standard, and Diagnostics cannot be deleted from database.

Date and Time

To set the current date and time, go to Jobs: Preferences: General and Adjust Clock. Please note that this feature is disabled as default for users in User groups. If needed, admin users can enable it for users through ER menu/User Manager.

Deleting a Sample or Standard in CDT view

These features are also disabled as default for users in User group. If needed, admin users can enable it for users through ER menu/User Manager. Sample/Standard is only deleted from current job while still saved in the database. Users can recall them back from database if needed.

b) Delete – to delete the standard. The deleted Standard is reverted into the samples list with its original name.

c) Hitch – to Hitch the standard reading to values obtained on another instrument.

Deleting Workspace in Data Management

Delete standard/job/diagnostics/others are greyed out for all users, no matter Admin groups or User groups.

From Jobs : Data Management : Delete, a Workspace can be deleted.

Diagnostics

Auto Diagnostics is for use by the service department at HunterLab and not recommended for customer use. It runs all tests and detailed readings for short term repeatability, ND filter, Didymium Filter and Haze Standard performance are available by opening the CSV file.

Advanced Tests are primarily for use by HunterLab’s Service Department. However, this menu supports the upload of Printer Drivers, Restarting the Communications with a computer and setup the remote support.

Diagnostics: Colorimetric Repeatability

The Repeatability Test assesses how consistently the instrument can measure color. To begin, remove all samples from the transmittance compartment and press Start to standardize the instrument. Then, thirty readings of air are taken with each individual reading showing pass or fail. All sample readings must pass for the test to ‘Pass’. The sample compartment should be free of samples and obstacles.

A table of the difference between the current reading and the first reading (Standard) is shown after every measurement. By comparing each reading to the tolerance, a Pass or Fail assessment is shown.

When all 30 readings have been made, the final test result is shown and saved automatically. To Print the results, press Repeatability Test and Open the file.

Diagnostics: Haze Standard

The Haze test reads the haze standard and provides a pass or fail evaluation based on an average of 5 readings and the value associated with the standard.

Select New to initiate the Haze Test. Standardize the instrument and then enter the value of the Haze Standard. Note that the tolerance used is 10% of the standard value.

When all readings have been taken, the results are shown. This test is automatically saved and can be printed by pressing Haze Standard Test : Open : Print.

Diagnostics: Didymium Filter

The wavelength test allows you to assess readings of the didymium filter that is provided with the instrument. This checks for wavelength accuracy of the instrument and should be done on a regular basis (i.e., weekly or bi-weekly) as part of your routine instrument performance check. To begin, input the target values for the Didymium filter at 430nm and 570nm.

Standardization: Remove all samples from the instrument and Standardize in RTRAN on air.

Place the didymium filter at the lens side of the instrument. Note: The didymium filter should be clean and free of finger prints.

Results are an average of the 10 readings. When all 10 readings have been made, the final test result is shown and saved automatically. To Print the results, press Didymium Test and Open the file.

Diagnostics: Neutral Density Filter

This test requires that you enter the target values for the ND filter that you are using in the test.

Once the target values have been entered, then remove all samples from the transmittance compartment and press Start.

After Standardization, insert the ND filter next to the sphere and press Start.

Email a Job

· Saved data can be emailed if there is an active internet connection. When Jobs: Data Management: Email is selected, the following screen is shown prompting the user to browse and enter the recipient mail address.

· Click ‘Settings’ button to configure the SMTP mail server configuration (Port, Server) as shown below. The mail settings configuration is mandatory to enable the mail job feature in the application.

· Click ‘Send’ button to send the mail based on the Mail configuration settings.

Email Settings

· From Jobs: Data Management : Email screen, select Settings button to configure the SMTP mail server configuration (Port, Server) as shown below. The mail settings configuration is mandatory to enable the mail job feature in the application.

ER Menu

From the ER Menu, the User Manager can be set up for User’s and passwords. Audit and Event Logs can be viewed, ER settings changed and e-signature applied.

ER Settings

Maximum Password Age to the desired length of time from 1 to 365 between required password changes.

Set the Minimum Password Length to the desired minimum password length. This value must be greater than greater than 8 and up to 15.

Set the Account Locking Threshold to the desired allowable number of password entry attempts from 3 to 100 before account lockout. Admin user can unlock the locked account in User manager if needed.

Set the Account Locking Duration to the desired length of time between 5 and 30 minutes.

e-Signature

Select ER Manager > e-Signature to add an e-Signature to the job. Users have to login to their account to create an e-signature. All users who have e-signature privileges access can sign the job. The existing e-signature cannot be edited, or removed. All e-signature records are kept in Audit log of the job. In the printed report, the latest signature information will be shown in the footer, including who signed, date/time, and comments.

Event Log

The Event Log provides a list of activities with Date and Time, User Type and Category that are recorded. This list can be filtered and printed.

Export

· Data can be one file, multiple files or all files. Please note that all selected files should be in the same file path location.

· Data can be exported to a CSV or EZM file on a flash drive for use in Excel or other database program. This feature allows the user to export the below data from instrument into a USB flash drive:

· Export Job: This option allows the user to browse and select an existing Job file (.ezm) or the current active Job data and copy into a USB flash drive either in CSV or EZM file format. While exporting into CSV format, the current active Workspace settings can be applied.

This option allows the user to browse and select an existing Standard in the database and copy into the USB flash drive as a file (.std).

This option allows the user to browse and select an existing Workspace in the database and copy into the USB flash drive as a file (.wsp).

This option allows the user to export Diagnostic results onto a USB flash drive.

EZ View

This view provides a simple display of Standard vs. Sample with rendering and pass or fail results. The EZ View can be added through Workspace menu, Views.

· View Options include the selection of Pass or Fail, selection of font size and opportunity to exclude a Color Scale.

Haze Measurements

· Select Haze measurements from the Color Data Screen, using Workspace: Color Scales: Indices.

· Select Standardization: TTRAN and check the box beside ‘Include Haze’.

· Install the sample holder needed to measure your samples against the sphere port for TTRAN.

Hitch Standard

· Hitch standardization is a process by which two or more instruments of similar design can be made to read the same color values on a group of specimens. This process is very useful in expanding the communications of color around the world or between vendor and customer.

· The process of hitch standardization also known as transfer standardization involves assigning one instrument to be the reference, or master, unit and mathematically adjusting the secondary, or slave, unit(s) to read the ‘same’ values. In this way, two or more instruments can be hitched together. Hitching a secondary unit to a reference instrument requires that a specimen be read on both units and the values compared and adjusted accordingly. This specimen, known as the hitch standard, is first read on the reference instrument and its values recorded as spectral data or colorimetric (tristimulus) data. The hitch standard is then physically moved to the secondary instrument where it is reread and the values from the reference unit are input into the secondary instrument’s processor.

· A long press on the standard name, will provide a selection for Hitch standardization.

Illuminant

· Illuminant & Standard Observer combinations can be selected from the Workspace: Color Scale Menu.

Import

· This feature allows the user to import the below data from a USB flash drive into the instrument. Data can be one file, no file, multiple files or all files.

This option allows the user to browse and select a Job file from the USB flash drive and import into the instrument.

This option allows the user to browse and select a Standard file (extension .std) from the USB flash drive and import into the database.

This option allows the user to browse and select a Workspace file (extension .wsp) from the USB flash drive and import into the database.

This option allows the user to browse and select a Diagnostics file from the USB flash drive and import into the database.

Note: To use the above functions, a USB flash drive must be present in the port.

Indices

To select an indice, go to Workspace: Color Scales and select the column labeled Indices. Then select the indice(s) from the list by checking the box to the right. To view more, scroll down the right side of the screen. When all selections have been made, press Apply.

IQ (Instrument Qualification)

Installation Qualification of Hardware and Software is accomplished by verifying that Administrative group can log in and standardize the sensor indicating that power and communications have been established.

Jobs

Jobs can be access under the tool bar at the top of the screen. A job consists of standard and samples measured into a specific workspace. A workspace is a template with measurement conditions such as Color Scale, Index, illuminant, etc. There can be only one job open at a time. A new job will use the current loaded workspace settings. The user can change the settings and these changes are applied into the current job. The last loaded workspace settings are applied automatically when the user creates a new job. The main tool bar provides the options to create a new job, open an existing job and save a job. Jobs carry an ezm extension.

Jobs: About

· The About menu provides information about HunterLab and the current Essentials version and allows you to update the firmware. The current version of EasyMatch QC Essentials is found on the screen.

· To Update the software, download the current version from the HunterLab Support site to a USB. Load the USB in the port and press Update.

· To view information on the instrument, press Info. The serial number, IP address and hardware versions are shown on the screen.

Jobs: New

Create a new empty Job. Select New Job and the current job is replaced with a blank screen.

Jobs: Open

· A list of available jobs under the current path are displayed for selection. If the job that is needed exists in another folder, then it is an option to change the folder (New Folder). When the job to be opened is displayed select the appropriate button and press Open.

Jobs: Preferences

· This menu item shows a dialog box with two pages General & Print as shown below, where the General page contains the options to configure.

· To Load the Last Workspace at Startup, check this box and press Apply.

· The Standardization Time Interval is a useful reminder to restandardize after time (hours). Press Apply to set the new interval. When the time has lapsed, a prompt to restandardize will be displayed before measurements can be taken.

· Set the Date and Time, time zone, date and time format using the Adjust Clock feature.

· Enable Novice Tooltips by checking on the box. Once enabled, on screen tips can be are displayed for 3 seconds. To display again, roll over the ‘lightbulb icon’ on the lower right part of the screen.

Jobs: Print

· Print an open Job using the parameters set up under Preferences. Drivers included in the Vista are shown below.

Printer	Driver
Canon	Canon Print Service 4.4+
HP	HP Print Service Plugin 4.1+
Epson	Epson Print Enabler 4.4+
Konica Minolta	Konica Minolta Print Service Plugin 4.4+
Kyocera	Kyocera Print Service Plugin 4.4+
Lexmark	Lexmark Print Service Plugin 4.4+
Samsung	Samsung Print Service Plugin 4.4+
Sharp	Sharp Print Service Plugin 4.4+
Xerox	Xerox Print Service Plugin 4.4+

· Additional drivers can be added under Workspace: Diagnostics : Advanced. Please note that the android system that we use currently is KitKat 4.4.2.

· To upload a new print driver, download the apk file needed from the internet onto a flash drive. Place the flash drive into the instrument (front port) so that it can access the list of apk files. Select the driver to upload and press OK.

· The Vista will install the new printer driver and it will be then available to use.

EasyMatch Essentials-Electronic Records contains a login feature. The EasyMatch Essentials Electronic Records login feature has several benefits that may be helpful to some companies:

• Once a user logs into EasyMatch Essentials Electronic Records, a user ID is stored as an Operator ID and may be displayed and printed as desired. These actions are also recorded in the Audit Log.

• By assignment of individual user accounts and configuration of EasyMatch Essentials-Electronic Records menu items may be configured to allow and disallow specific EasyMatch Essentials Electronic Records software functions.

OQ (Operation Qualification)

OQ occurs after a member of the Administrative group can operate the instrument and run all sensor diagnostic tests with a PASS rating.

Password

Age: This can be set from 1 to 365 to the desired length of time between required password changes (determined by company policy).

Length: This can be set between 8 and up to 15 characters to the desired minimum password length (determined by company policy).

Entry Attempts: Set the Account Locking Threshold between 3 and 100 to the desired allowable number of password entry attempts before account lockout (determined by company policy).

PQ (Performance Qualification)

PQ is defined by establishing a measurement method for the application and successfully measuring the client’s samples – typically transparent and translucent liquids.

Read

· Assigning a Standard is done by pressing and holding the sample number and following the onboard instructions.

Read Options

Under Workspace, Read Options shows a dialog box to configure options like Averaging, Auto Save, Auto Read, Prompt for Standard Category, Index Bias and Prompt for Name. The Read command performs the operation based on the configured options.

Recall

Recall can be applied to Jobs where Standards and Samples can be recalled. For more information, click here.

Sample or Standard Name

Select this feature to input the Sample (or Standard) name manually during the measurement cycle so that the Sample measurement will be inserted with the specified name. If this option is not selected, the Samples will be inserted with the specified default sample name suffixed with the auto incremented index number. Press Apply when done.

· To modify a name, initiate a long press on the name to be changed. This will enable you to edit the name as needed.

Signature/Audit Trail

The signature/audit trail functions of EasyMatch Essentials Electronic Records will be used when creating and approving job files. Each job will be electronically signed with the name of the signer, date and time of signing, and the meaning of the signature. In addition, the operator and exact date and time of individual measurements may be shown if the Color Data Table is configured to do so. The electronic signatures applied to the jobs are linked to the jobs, may not be deleted, and are always available for display or printing.

Spectral Data

The Spectral Data Table displays percent transmittance or absorbance values for each selected measurement at the wavelengths being measured. When transmittance or absorbance is being displayed, the cell representing the wavelength of minimum transmittance (maximum absorbance) for each measurement is shaded pink. An example of this view is shown below.

Spectral Plot

· Press Clear All to remove all the samples to display. Press Select All to enable display of all samples. To select an individual sample, click on the respective Sample in the list located on the right edge of the screen.

· Uncheck the option Show Background, to display the plot with white background color.

· Note: The Samples List is paginated. Click the left and right arrow buttons below the samples list to navigate between pages.

Trend Plot

· This tool can be used to study the trends in production and identify color variations. There are four parameters of color measurement (three scale values and optional indices) which can be represented in four traces. If a sample point is selected in one of the four traces, it is highlighted in the other 3 traces in blue. The name is shown at the bottom right hand corner of the View. The Average and Standard Deviation can be shown as per the view configuration settings.

· View Options for the Trend Plot include the type of display, the statistics and the number of readings per display. Continuing with the View Options : Traces, this dialog box sets the ranges for the traces or allows selection of AutoRange. Trace 1 to 3 uses the current Color Measurement Scale and Trace 4 will allow for measurement of differences or an index. The user can select which Traces to view and set control limits as a percent.

Standard

After reading one or several samples, one sample can be selected as a Standard for difference measurements. A long press on the standard name will show a menu with the following options:

Standard Observer

Illuminant and Standard Observer combinations can be selected from the Workspace: Color Scale Menu.

Standardization

· To perform a Standardization, go to the Workspace menu and select Standardization. Then choose Total or Regular Transmittance for measurement. For HAZE, select TTRAN and check the option ‘Include Haze’. Place the samples against the sphere port (TTRAN).

Press Standardization, the instrument will initiate a standardization and report the status in the system status bar on lower left screen.

The Time interval for the re-Standardization can be entered under Jobs: Preferences.

Standard Category

· Read Options: Prompt for Standard Category: When this option is selected, the user will be prompted to enter the category name to which the standard can be assigned.

· A category is a product type (i.e. Pale Ale) to which multiple standards can be associated. This can also be used to recall a group of standards.

Standardization Interval

Select Workspace > Preferences and set the Standardization Interval. Note that the default interval between standardization prompts has been set to 8 hours and is adjustable by setting a different interval and clicking on Apply. Select Cancel to close.

User Accounts

To begin, go to Jobs: User Manager to set up Create User Groups.

Once the groups have been established, User accounts can be assigned to these groups. To do this, go to Jobs: User Manager.

The administrative user then assigns the required application access privileges to the user type accounts as shown below:

User Manager

This is used to create a group assigned to a type and then add users within each group. Enter a Group Name, select the Type and press Create to begin. Once a group is created, then move to the User tab to add User names and passwords. Then modify the access privileges of the user groups. This function can also be used to modify a password, unlock a user, and disable or enable a user.

User Manager: Disable/Enable

Admin users can disable user accounts. These accounts, although saved in the database, can no longer used. If needed, admin users can enable them again through User Manager/Enable.

User Manager: Unlock

User accounts can be locked when the user fails to enter the correct user name and password exceeding the maximum number of attempts. Admin users can unlock these users if needed through User Manager/Unlock.

Views

Views are used to select the screens for viewing results. Simply check on the box of the screen needed. Press Apply to save one or all screens. The default screen is the Color Data Table. To navigate between screens once the selections have been applied, use the View Flippers on the left and right of the screen.

View Options

· There are six screens for viewing data on the Vista (Color Data, Spectral Data, Color Plot, Spectral Plot, EZ View, Trend Plot). Each one of these screens has its own set of unique options.

Workspace

A workspace is a collection of user preferred parameters (Color Scales, Indices, Tolerances, etc.) as a template. When a user exits Easy Match Essentials and returns, the last used Workspace will be loaded if the user has selected that option in Jobs: Preferences.

Jobs vs. workspace: A job consists of standard and samples measured into a specific workspace. There can be only one job open at a time. A new job will use the current loaded workspace settings. The user can change the settings and these changes are applied into the current job. The last loaded workspace settings are applied automatically when the user creates a new job. The main tool bar provides the options to create a new job, open an existing job and save a job.

Workspace: Load Workspace

· Press ‘Load Workspace’ to recall any previously saved workspace from the database. The newly loaded workspace settings will be applied to the job and all existing measurements within the job will be adjusted accordingly.

Note: When a user exits Easy Match Essentials and returns, the last used Workspace will be loaded when the option ‘Load Last Workspace at Startup’ is selected in Job: Preferences dialog.

Workspace: Save Workspace

The current workspace parameters are saved into a database with a user specified name. Saved workspaces can be moved up to the ‘Switch To’ area if desired by dragging and dropping. If no workspaces have been saved, then only default will be present.

Workspace: Tolerances

This command can be used to specify the Tolerances, for which are selected in View Options dialog box.

· Tolerances can be entered manually for a selected scale, indices and difference, or can be auto-calculated using AutoTolerances. Tolerances will be displayed on the measurement screen if enabled under the View Options for the Color Data and the Color Plot Screens. Pass or Fail based on these tolerances can be used on the EZ View Screen.

· AutoTolerances are calculated for CMC by considering the values as l:C – 2:1 with auto correction factor = 0.75 and commercial factor = 1. However, these ratios can be modified as needed.