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* Option Items are available at an additional cost and do not come standard. XC2 Software Options and Features The following pages are a partial list of the main features found in XC2 Software A full working demonstration version is available for your review. XC2 Software is both “industrial strength” and easy to use. Several preferences are available which determine various behaviors and levels of data entry detail and retrieval. XC2 can handle Backflow Prevention Programs from very small utilities to very large utilities. XC2 can handle millions of records with no performance loss. XC2 can handle up to 100 concurrent users with no performance loss (licensing by concurrent user) XC2 Technical Support Technical Support is available from 6:30 AM to 5:00 PM Pacific Time. Support is available via a Toll Free 800 number for customers with a current contract. We use proudly use “WEBEX” as our remote access service for its security, ease of use and ability to quickly and effectively assist our customers. XC2 IS In use at over 500 large and small water/wastewater utilities nationwide (1,000’s of users) Available as a stand-alone or multi-user system (Client/Server technology) Can handle millions of records with no loss in performance (with adequate system) Can handle over 100 concurrent users with no loss in performance (with adequate system) Is available for Windows 2000, XP and Vista Can be used with Windows Terminal Services or Citrix Can be used over wireless networks. Slower wireless networks (e.g. WAN/Internet) may require Terminal Services or Citrix for adequate speed. XC2 Installation And Maintenance Embedded ODBC Compliant Engine: Fully Transparent to SQL calls XC2 Software uses an embedded ODBC standards compliant engine. Our “back-end” engine is not a separate installation from the XC2 program, it is completely integrated. Installation is accomplished by a single installer program and takes very few minutes. There is no “back-end” database engine or maintenance to become familiar with, apart from XC2 Server software itself. XC2 is fully transparent to any SQL calls to the data using the freely available ODBC driver. Periodic updates to the XC2 program are a download from our website. Updates are only required on the server, not on the client(s). No server restart needed when updating. Time and human resources needed are an absolute minimum. XC2 Software, LLC Water Quality, Distribution & Collection Software Software for Water/Wastewater Utilities Backflow Prevention - FOG/Grease Traps - Hydrants - Meters - Valves Reclaimed Water - Fire Suppression Systems Work Order Management and Inventory Control Software
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Page 1: XC2 Software Options and Featuresxc2.us/pdfs/XC2-Features-with-picts-2009-05.pdf · We use proudly use “WEBEX” as our remote access service for its security, ease of use and ability

* Option Items are available at an additional cost and do not come standard.

XC2 Software Options and Features

The following pages are a partial list of the main features found in XC2 Software

A full working demonstration version is available for your review.

XC2 Software is both “industrial strength” and easy to use.

• Several preferences are available which determine various behaviors and levels of data entry detail and retrieval.

• XC2 can handle Backflow Prevention Programs from very small utilities to very large utilities.

• XC2 can handle millions of records with no performance loss.

• XC2 can handle up to 100 concurrent users with no performance loss (licensing by concurrent user)

XC2 Technical Support

Technical Support is available from 6:30 AM to 5:00 PM Pacific Time.

Support is available via a Toll Free 800 number for customers with a current contract.

We use proudly use “WEBEX” as our remote access service for its security, ease of use and ability to quickly and

effectively assist our customers.

XC2 IS

• In use at over 500 large and small water/wastewater utilities nationwide (1,000’s of users)

• Available as a stand-alone or multi-user system (Client/Server technology)

• Can handle millions of records with no loss in performance (with adequate system)

• Can handle over 100 concurrent users with no loss in performance (with adequate system)

• Is available for Windows 2000, XP and Vista

• Can be used with Windows Terminal Services or Citrix

• Can be used over wireless networks. Slower wireless networks (e.g. WAN/Internet) may require Terminal

Services or Citrix for adequate speed.

XC2 Installation And Maintenance

Embedded ODBC Compliant Engine: Fully Transparent to SQL calls

XC2 Software uses an embedded ODBC standards compliant engine.

Our “back-end” engine is not a separate installation from the XC2 program, it is completely integrated.

• Installation is accomplished by a single installer program and takes very few minutes.

• There is no “back-end” database engine or maintenance to become familiar with, apart from XC2 Server

software itself.

• XC2 is fully transparent to any SQL calls to the data using the freely available ODBC driver.

• Periodic updates to the XC2 program are a download from our website.

• Updates are only required on the server, not on the client(s).

• No server restart needed when updating.

• Time and human resources needed are an absolute minimum.

XC2 Software, LLC Water Quality, Distribution & Collection Software

Software for Water/Wastewater Utilities

Backflow Prevention - FOG/Grease Traps - Hydrants - Meters - Valves

Reclaimed Water - Fire Suppression Systems

Work Order Management and Inventory Control Software

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 2

Import of Active Tester List Feature

Import Active Tester List from an external file (e.g. BAT list from WA DOH website)

Ability to take an external file, in specific format, and import it into XC2.

• Has the option to make any tester not in the list being imported inactive, or not.

E-Notices Option

Send your notices via email

Ability to choose which addresses to send any Notice, Survey Letter, or Custom Letters from the XC2 Word Processor

by email.

• Option to have the notice in the body of the email or as an attached PDF.

• Option to have the Test Report attached as a PDF along with the notice.

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 3

Web-Based Test Entry (*Option)

Enables Testing Contractors to enter Test Results via the web

XC2 Backflow Prevention Management Software is available with a Web Based Test Result Entry (*Option). Web-

Based Test Entry enables testing contractors to enter tests remotely.

• Test Results are entered by specified and approved testing and/or contracting companies.

• Test Results are entered via a web browser.

• Specified Testing Contractors will be fully validated upon entry with a password access system.

• Access to the XC2 system is limited to entering test results only.

• Data entered must fit within given parameters prior to being accepted.

• Failed Test Entry can be automatically emailed to the administrator.

• Questions and concerns can be emailed to the administrator.

• Test Results can be verified and approved by your Backflow Program Manager (or other designated approval

person) prior to accepting the results.

• Ability to send an email message to the CCC/Backflow Manager.

• XC2 is in the process of having ALL features of XC2 Web-Based.

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 4

Web-Based Customer Backflow Information (*Option)

Enables Utility personnel to view Facility and Backflow Information via the web

XC2 Backflow Prevention Management Software is available with a Web-Based Customer Backflow Information

(*Option).

Enables Utility personnel to view:

• Facility Information, including service address, account number

• Contact Information, including Contact Names, Phone numbers, Email Address

• Device Information, including Device size, make, model, type

• Test Information, including Last Test Date, Next Test Date

• Tester Name and Phone Number

• Ability to send an email message to the CCC/Backflow Manager

• XC2 is in the process of having ALL features of XC2 Web-Based.

Document Insert Feature

Append standard documents to letters and notices

Append a standard document when printing a letter or notice.

An example of a standard document would be a specification document regarding installing backflow preventers for

specific instances, such as Breweries, Boiler, Irrigation, etc.

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XC2 Software, LLC 800.761.4999 Page 5

XC2 Audit Trail / Modification History

Ability to record modifications at “field” level tables in system

For Example:

When a Phone Number and Contact Name (or other fields) are changed in a Facility record, there is the option to

view the Modification History for that change, which will show the old Phone Number and Contact Name and the new

Phone Number and Contact Name - includes the Use, Date and Time of modification.

Saved Searches Feature

Save a search using multiple criteria, and save that search for later use

Saved Searches allow the user to set and save search criteria (1000’s of search criteria to choose from) for later

recall.

Any search criteria that can be manually set up can be recalled quickly by using Saved Searches.

There can be many uses for Saved Searches:

• Monthly reports

• Route Sheets

• Personnel Lists

• Historical Data

• Any search that is performed repeatedly

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 6

XC2 DataSync Remote Entry (*Option)

Remotely enter data on a laptop or tablet PC

• Data Synchronization allows entry/editing of all information in the field

• For use with laptop/notebooks or table PCs

• DataSync is a full version of XC2 Software

• Synchronize with master system in main office

• Can be licensed for multiple remote systems

Export Editor Feature

Allows users to export data from any table and can be saved and reloaded

• User does not have to recreate an export format each time

• Users can utilize previously created formats

• Export to TEXT, EXCEL, MSWORD, or DBF

• Include headers, determine delimiters, default file name and path

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*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 7

Print Current List View Feature

Enables the user to print the current list they are viewing in report style format

For Example:

User has a list of Assemblies that are due next month and the list view contains Facility Name, Service address,

Protection Type, S/N, Type, Size, and Next Test Due Date. This list will print in a report style format with the above

information in columns and rows.

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

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XC2 Software, LLC 800.761.4999 Page 8

Apply Value to Selection Feature

Allows assignment of a single value, to a specific field, in a selection of records

(Super Admin ONLY)

Applied Value can be performed on up to 8,000 records at a time, making updating globally a very fast operation.

For Example:

Change a list of 200 Facilities to inactive status all at one time, instead of entering each Facility record and changing

them manually.

Test Results Entry via an External File(*Option)

Ability to Import Test Results via External File

Ability to import backflow test results from the testing contractors file into the water purveyor’s “master system” via

an external file.

For Example:

A testing contractor can send an export of their test results in specified format that can be imported into XC2.

• Import of test results can be from a system other than XC2.

• Can be imported from Excel, Access, or any other system files.

Annual Test Report Due Notices

Test Due Notices are easily sent with a simple click of a menu item

With a click of a pull down menu, users are able to view all and/or send up to six Notices all at once, or in sequence.

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

*Option Items are available at an additional cost and do not come standard.

XC2 Software, LLC 800.761.4999 Page 9

GIS Export Feature

Allows Access to XC2 Data as a GIS Data Source

There is a special Table set aside specifically for access to XC2 Data as a GIS Data Source.

• This table may be configured to have the desired fields only, so that when accessed via ODBC as a data source,

no JOINS will need to be made or complex navigation through the table structure.

• GIS Export table will be updated as records are updated within the XC2 Data Structure, so data will be up to

date.

• The administrator may select which fields from the various tables are pertinent, and those fields will be mapped

to the corresponding field in the GIS Export table.

• This allows for much easier and faster access to XC2 Data from external programs such as GIS.

Picts Feature

Enables the attachment of UNLIMITED documents of ANY type (Jpeg, PDF, TIF, GIF, Cad,

etc.) to be stored in a multitude of locations

Unlimited Digital photos, site maps, CAD documents or any other type of document may be stored in:

• Backflow Assembly Record • Tester Record

• Test Report • Test Kit Record

• Survey Record • Test History Record

• Facility Record

• Work Order Record

• Backflow History Record

Multiple images may be stored and recalled for any location.

A Site Map or any other document may be scanned and stored for review or printing.

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XC2 Software, LLC 800.761.4999 Page 10

Overdue Notice Response

This feature shows which notices are overdue so users can take the next action

Any item with a notice response date and which is overdue will show up in a list, where users can then take

appropriate action.

Update from Billing (Link to Billing System) (*Option)

Automatic Scheduling to Update customer mailing information from your billing

system (automatic scheduling on Server Version)

XC2 Update from Billing System (*Option) has been designed to update and keep current the customer contact and

mailing address data in XC2 from your utility billing system, and/or to add new services from your utility billing

system.

Interface is accomplished via "transfer files" (Ascii Text).

There is not a "direct connection" to the CIS/Billing System.

Manual Version

• Manually initiate update

Server Version

• Automatic Scheduling to update customer data from your billing system

• Scheduling modifiable by System Administrator

• Set by Frequency (Monthly/Weekly/Daily)

• Set time of Update

• System will track Date and Time of Next Update

• System will track Date and Time of Last Update

• Email notification sent to system administrator when update starts and finishes along with update

summary, to Error Report

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

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XC2 Software, LLC 800.761.4999 Page 11

XC2 Users/Access Levels

Each user may be granted access to preferences on a “User by User” basis

The “Super Administrator” may set up Users and Access Levels.

Password entry allows for multiple access levels determined by the “Super Administrator”.

“Super Administrator” may determine several aspects of a given user’s access to the system.

Numerous configurations may be preset for each user

For Example:

Users set up as “Entry” can have specific permissions turned on per “Entry” user.

Startup Preferences may be indicated to control certain aspects when the system first starts.

Each user may be granted access to the various licensed modules or not.

Maps Feature

Link to Google Maps, MS Maps or MapQuest

XC2 can link to Google Maps, MapQuest or MS Maps by simply clicking on a button next to the service address in a

Facility, or Assembly record.

It links user through the web to the exact location on one of the above map sites.

.

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XC2 Software, LLC 800.761.4999 Page 12

Special Operations Feature

Menu of items available to the “Super Administrator” that permits various tasks to be

implemented

There are several “Special Operations” available to the Super Admin that permit various tasks to be implemented, such

as data cleanup, formatting and numerous other otherwise time-consuming tasks that can be quickly automated.

Some of the Items available in the Special Operations Menu are:

• View Modification History • Export Data

• Format Text for All Records • GIS Export Setup

• Import of various criteria • Special Operations Log

• Update Assembly Models (from USC)

Automatic Notifications

Automatic Notification of Items needing attention may be invoked upon startup or at any

time by the user with a single click of a menu item:

• Overdue Notice Responses • Surveys Due

• First Notices Due to send within XX Days • Tester Certifications Due

• Overdue Tests • Tester Overdue Notice Responses

• Failed/Incomplete Tests • Test Kit Calibrations Due

• Installations Due • Test Kit Overdue Notice Responses

XC2 Washington State DOH CCC Report Feature

Using the “Table 9 – High Hazard” categories, XC2 will populate the report

XC2 has the Washington State CCC Report. Using the “Table 9 – High Hazard” categories, XC2 will populate the

report.

Run the report using several variables:

• Print Part 3B, 3C, 4A or all three (Part 4B coming Soon)

• Choose to print only Containment, Isolation, or both

Searching and Ordering of List Views

4 Different Search Editors allow for lookup of records by any of numerous criteria

List Views of all tables are configurable by the “Super Administrator”

• Records can be ordered by clicking on the column header

• Multi-Level Sort can be accomplished from a button click

Detailed Event Tracking:

• Tests • Survey History

• Test History • Repair History

• Notice History • Work Order History

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XC2 Software, LLC 800.761.4999 Page 13

Compliance History/Compliance Reporting

Gives your management and state regulators information on the status and

compliance of your program

Compliance Summary – Available by Date Range

Backflow Assemblies:

• Installed

• Tested

• Failed

• Passed

• Repaired

Device Type by:

• Installed

• Tested

• Failed

• Passed

• Repaired

Compliance Detail – Available by Date Range

Lists each Facility with Last Inspection Information:

• Violations

• Violations Remaining

Device Type by:

• Installed, Failed

• Tested, Passed, Repaired

XC2 Boiler Plates

Create repeatedly-used text that can be saved and “inserted” into comments

• Allows users to click a drop down menu to enter commonly used text information into comments areas

• Can then be accessed from a text/comment area for fast entry of standard text

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XC2 Software, LLC Copy-XC2-Features-with-picts-2009-05.doc

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XC2 Software, LLC 800.761.4999 Page 14

User Preferences

Numerous Preferences exist for each individual user

Each user can personalize certain portions of the system to their own liking without affecting other users, such as:

• Quick Search Setup

• Colors

• Mailing Name change preferences

• Background graphics

• Map Display Type

• Sorting Field Names

• Test Results Entry

• Home Page Buttons

• Many others

Automatic Look-Ups

Several items are available with a single click of a menu item that will automatically

create a list of records, using predetermined criteria, which may require immediate

action:

The following items can be accessed in a pull down menu in XC2:

• Overdue Tests – Displays List of Backflow Assemblies

• Quick Test Due Lookup – Displays list of Backflow Assemblies Due for Testing

• Testers Certification Due Lookup

• Test Kit Calibration Due Lookup

• Surveys Due Lookup

• Survey Re-inspections Due

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XC2 Software, LLC 800.761.4999 Page 15

Ability to “move” Backflow Assembly Records from one Facility to another

• Can be performed one at a time or several at once

Ability to re-associate Facility records with Mailing Address Records

• Can be performed one at a time or several at once

Failed Backflow Assembly Lookup

• Lookup By Failure type

• Lookup for those with or without existing failure notice

Click menu item to view

• List of Backflow Assemblies associated with a list of multiple Facilities

• List of Facilities associated with a list of multiple Backflow Assemblies

• List of Backflow Assemblies associated with a list of multiple Test History Records

• List of Test History Records associated with a list of multiple Backflow Assemblies

Ability to “Duplicate” any record so that similar data may be pre-entered, needing only the specific data to be

modified

Other items available with a menu item click

• Quickly check for version update

• Access the update website to download and install the available update

• Access the Remote/WebEx site

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XC2 Software, LLC 800.761.4999 Page 17

Test Results Entry

Entry of Test Results is fast and easy

• Next Test Due dates and Pass/Fail Status are automatically calculated

• Past History of all Tests or Selection by any criteria can be displayed

• Reports can be created with any data, detailed or summary

• The “Super Administrator” may adjust several configuration settings to determine how test results are

entered and handled

• “Test Value Preferences” determine whether a test is pass or fail

Backflow Tester Records

Complete list of backflow testers is easy to access and allows for maintenance of several

criteria including:

Tester Address and Certification Information:

• Business License

• Certification Dates, Expiration Dates

• Tester Status

• Tester Type

• Active/Inactive

• Tester First/Last Name, Initials

• Tester Certification Number

• Quick Access to Test History

Tester Company Information:

• Free Form Comments

• Test Kit Information (Allow Multiple Test Kits)

• Credentials, License Info

• Credentials, License Info

• Easy to Search, List Testers, and Export

Info and Create Reports

Administrator Preferences

There are hundreds of different configuration and preference settings that may be

accessed to alter various behaviors of XC2 Software

Use XC2 out of the box, or pop the hood to “tweak” it to your needs. Of course, our well-known user support is

available to assist you.

Some of the Administrator Preferences Items are:

• Renameable Tables • Renameable Fields (over 500)

• List View Configuration • Survey Preferences

• Activity/Event Default Setup • Tester Preferences

• Zip Code/Phone Formats • Notification Preferences/Defaults

• Data Entry Defaults • BFP Record Defaults

• Delimited/Non-Delimited Addresses • Default Event Types/Codes

• Turn fields on/off (Visible/Invisible) • Update from Billing Preferences

• Work Order Defaults • Window Title Preferences

• Behavioral Preferences • System CPU Usage/Scheduler

We are continually adding to configuration preferences made by the administrator.

XC2 can also be used straight from the box with no configuration, unless desired.

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XC2 Software, LLC 800.761.4999 Page 18

User Defined Quick Reporting

XC2’s report editor allows for the creation of reports by any criteria

When a list of records has been chosen, a simple menu item takes the user to the XC2 Quick Reports feature.

Report formats can be saved and reused, or even shared with other users.

Format:

• Style

• Background Color

• Borders

• Headers/Footers

Reports can be printed to a printer, PDF printer, or as a tab-delimited TEXT document.

Cross Tab Reports can allow the user to display the report as a two-dimensional table.

Creating/Editing Merge Letters

User may edit any of the default notices to their needs, and/or create any number of

specialty notices or letters

Notice/Letter Features

• Notices may be sent one per backflow assembly, one per facility or one per mailing address,

with the ability of listing the backflow preventers due for testing on the letter.

• User may indicate to print out a test report form for each backflow assembly after printing the

letter. Test forms are automatically collated with the letter.

• You may print notices to Testers, notifying them of certification expiration dates or test kit

calibrations due.

• You may print survey letters, notifying the customers of items in violation, requiring repair or

retrofit.

• You may record phone calls for later retrieval.

• You may create as many “Letter/Communication” types as needed.

• XC2 allows user to insert information automatically from the database via over 100 “merge

objects”.

Other Notice/Letter Features

• Ability to print or reprint a single letter.

• “Custom” merge letters allow user to have only a single merge template, but to enter specific

information regarding a given customer or backflow assembly. Letter and specific text can be

viewed at any time.

• Ability to initiate a letter to be sent, which can be printed at a later time via “Unprinted

Notices”.

• Ability to indicate a “letter sent date” in the future, so letters can be pre-printed for sending at

a future date.

• “Response Due Dates” are recorded on each record.

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XC2 Software, LLC 800.761.4999 Page 19

Cross Connection Surveys

XC2 has “Simple Survey Entry” or “Detailed Survey Entry”

Simple Survey Entry:

• Customer/Location Information • Survey Status

• Survey By & Date • Compliance Date

• Next Inspection Date • Hazard Items Found List

• Notice Sent & Response Date • Comments, Deficiencies, Recommendations

• User Defined Fields (10) • Corrections Done

• Site Pictures (Digital Images) • Location Map

Ability to Print Simple Survey Forms with Checkboxes for hazards found.

Detailed Survey Entry:

• All of the Above, PLUS

• Track Violations in detail as needed

• Violations Corrected

• Violations Remaining

• Ability to Print Violations Detail on “Notice of Violations” (NOV) Letter

• Surveys Inspections can be detailed to whatever degree necessary

• Facilities may be divided unto “sub-areas” for large facilities

Each Violation Item or Fixture can be listed individually, including:

• Fixture Type • Location Code

• Physical Location Description • Contaminant/Hazard Level

• Deficiency, Recommendation • Potential/Existing Hazard

• Correction Date • Corrections Made

• Back Pressure/Siphonage • Improper Application/Installation

• Existing BFP Device • Comments

• Device Type, Size, etc • Digital Images

• Device Required Info • Violation Exist: Yes/No

Lookup and List Survey/Violation detail items for reporting purposes.

Track multiple inspections per Survey Listing:

• Inspection Date

• Inspector

• Inspection Type

• Inspection Notes

Print Survey Forms with Existing Items Listed and designate how many “blank” lines should be printed for as-yet-

unrecorded items.

Ability to create BFP Assembly records “on-the-fly” while entering survey information.

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Print Menu Quick Access Items

Quickly access these items by clicking the printer icon or accessing the print menu

Print Test Report Forms:

• With Customer Data

• Blank Forms

• Last Test Reports

Print List View:

• With all data that is being viewed in list

Print Survey Forms:

• With Customer Data

• Blank Forms

Print Labels:

• 3x10, 2x7, 2x3 per page

Print Envelopes (# 10)

Print Survey/BFP List Form:

Print a list of BFP assemblies or a Survey Form for the Facilities in the associated list

Print Tester List

Reports:

• Compliance/Activity Report

• Print Assembly Failure Report

• Overdue Notice Response Report

Forms

Print unprinted Letters

Viewing/Adding/Editing of Backflow Records

View and Edit Customer/Backflow Data by “Facility” or “Backflow Assembly” Records

Ability to associate unlimited backflow assemblies with any Facility

Easy-to-read, tabbed interface allows quick access to all information regarding a backflow prevention assembly location:

• Address • Location

• Device Info • Hazard

• Protection Type • GIS Coordinates

• Test Due Date • Install Date

• Install Date • Status

• Last Test Information, et. al.

All Fields may be renamed by the Super Administrator.

Complete history is maintained for Tests Performed, Notices Sent, Installations, Repairs, Replacements, Shutoffs,

Inspections or any other communications or work done.

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XC2 Resources and Lookup Tables

View and Edit and Populate lists and details of XC2 in a central Resource Menu

Quickly view and Edit:

• Test Kit Models

• Backflow Hazard Types

• Business Category Codes

• Equipment type

• Equipment Model Size

• Boiler Plate Text

• Zip Codes

• Training Events

• Schedule Codes

• Fixture Types

• Compliance Report Categories

• Manufacturers

• Activity Type

• Street List

• Training Courses

• Tax Codes

Ability to Populate Choice Lists:

• Backflow Company Type BFP • BFP Containment Type

• BFP Inspection Type • BFP Test Kit Status

• Business Category Type • Course Categories

• Cross Connection Projects • Equipment Status

• Event Type • Facility Area

• Facility Status • Geo District

• Geo Quarter • Geo Section

• Geo Subdivision • Hazard Level

• License Agency • License Cert. Type

• Location Floor • Map Pages

• Materials Unit • Medical Location Type

• Personnel Status • Personnel Type Code

• Pressure Zones • Project Contractor Type

• Project Document Type • Project Notes Type

• Protection Type • Service Address City

• Service Address Direction • Service Address Suffix

• Service Type • Special Formatting

• Survey Status Sub Code • Test Kit Calibration

• Test Kit Manufacturer • Work Order Status

• XC2 Picts Type

Resources or lookup tables are maintained to facilitate normalized data entry, so data lookup and reporting will be

consistent and meaningful.

Backflow Preventer Models “approved” list is maintained and can be updated when new approved lists area available.

All “pull-down” menus lists are configurable by the “Super Administrator”.

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Other lookup tables for many other areas within the system:

• Backflow Test Kit Models • Street Name Lookup Table

• Test Due Scheduling • Business Categories(SIC, NAICS)

• BFP Hazard Types • Business Categories(SIC, NAICS)

• Fixture Types • Equipment Models

• Equipment Types (RP, DC, etc) • Equipment Sizes

• Equipment Manufacturers

• Boiler Plate Text Entry

• Activity/Event Types

(Tests, Letters, Installs)

• Training Courses/CEU Events

• Zip Codes (Comes with 56,000 Zip

Codes)

Drop Down Menu Lists – Modifiable by Super Administrator:

(Backflow Prevention Module)

• Assembly Status • Service Address City

• Business Category Type • Service Address Direction

• Course Category • Service Address Street Type

• Equipment Size Unit • Service Type

• Event Type • Special Formatting

• Facility Area Type • Work Order Status

• Facility Status • Sub Division

• Facility Type • XC2 Picts Types

• Floor • Backflow Company Type

• Geo District • BFP Contaminant Type

• Geo Quarter • BFP Inspection Type

• Geo Section • BFP Test Kit Status

• Geo Subdivision • Calibrated By

• Hazard Level • Containment

• License Agency • Personnel Type Code

• License Certificate Type • Test Equipment Mfr

• Materials Category • Survey Status Sub Code

• Materials Unit • Building Room

• Personnel Status • Pressure Zone

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Additional XC2 Features

Deletions

Deletions can ONLY be performed by someone with Super Admin Access.

This is an important security feature.

Ample warning is given prior to finally performing a deletion operation.

Create/Recall Sets

Sets of Records can be created and used at a later time or date.

If complex searches are used to gather a group of records,

those records can be retrieved at a later date.

The “Set” can be updated at any time.

Set/Recall Selection

Create a selection of records using a query.

Ability to “Set” the selection, perform other queries and operations and then recall the “saved

selection” with a button click.

Data Entry Shortcuts (Full List at the end of this document)

Date entry is made very fast and easy with lots of shortcuts.

Examples:

“t” = current date

“y”= yesterday

“y-1” = day before yesterday

“tom” = tomorrow

Automatic formatting

Data Entry areas can be automatically formatted for “Upper/lower case” or just UPPER CASE at the

discretion of the super administrator.

Phone numbers can be set for automatic formatting: e.g. 5036505100 becomes (503) 650-5100.

Show Subset/Omit Subset

When working with selections of records in a list, sometimes it is necessary to reduce the list to view only

highlighted records.

Likewise, sometimes the user would like to eliminate the highlighted records.

“Inactive” Records

Inactive backflow or other records can be automatically filtered so they are not seen.

They can be retrieved for any reason at any time by unchecking the “Inactive Filter” checkbox.

Logos/Letterheads/Signatures

XC2 can store your logo, letterhead and signature images for use on reports, notices and letters.

Multiple Windows

It is possible to open multiple windows at the same time. This is useful if the entry person or

administrator is performing some operations and the phone rings from a person needing information.

The user may open another window to view/edit that person’s information without losing the area that

they were working on.

Backup Scheduling

Backups can be automatically scheduled with either XC2 Stand-Alone or XC2 Server (Multi-User).

XC2 Program Updates

Updates to XC2 are frequent, as we are constantly improving and enhancing XC2 based upon our

customers’ needs and requests for more flexibility, power, ease of use, additional features, reports,

lookup utilities and more. Updates are available on the web and easily found by clicking a menu item

right on the XC2 main window.

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Multiple Water District/System (*Option)

XC2 can handle multiple water systems so that reporting can be done for each system

Multiple Water Districts (option) allows the Super Admin to assign access to the various systems for each user so that

only those systems can be viewed by a given user.

• One system or multiple systems may be assigned for each user

• Reporting can be done on a single system or multiple systems

XC2 Software – Additional Modules

XC2 is the ONLY Software Company to provide an integrated suite of Water Quality

Software Products.

Grease Trap/FOG Program Management Module

Manages your Grease Abatement Program

Grease Traps/Interceptors - Waste Transport Companies - Disposal Sites -Transport Vehicles

Personnel: Inspectors, Drivers

Maintenance Scheduling and Tracking - Inspection Scheduling and Tracking

Sampling Tracking - Extensive Reporting Capabilities

Hydrant Testing and Maintenance Module

Hydrant Flow Testing and Maintenance Module Tracks, Schedules and Manages:

Hydrant Locations and Specifications - Hydrant Flow Test Results - Flushing

Hydrant Maintenance History - Pitot Test Kits

Testing Companies- Testing Personnel

Valve Exercising/Maintenance Module

XC2 Valve Maintenance/Exercising Manager

Tracks Valve Maintenance and Exercising.

Last Maintenance, Next Maintenance, GIS Coordinates

Installations, Location, all information specific to valve

Personnel involved in maintenance

Meter Testing and Maintenance Module

XC2 Meter Testing/Maintenance Software

Tracks meter efficiency and maintenance scheduling

Up to 6 Flow Rates

Low and Hi Volumes Registers

Before and After Repair Results

Charges Information

Provides Formula to include "Tester Meter" Accuracy

AMR Maintenance, Programming, AMR Unit Maintenance

Parts Used, Costs, Dates, Personnel

Set a “Global Default”

Use the default values from the AWWA manual Reclaimed/Recycled Water Module

XC2 Module for management of your Reclaimed/Recycled Water program

Schedules and Tracks Inspections, Reclaimed/Recycled locations

Works in coordination with XC2 Backflow Prevention Module to indicate Sites with Backflow Prevention

Assemblies present and to view and access backflow device information and history

Allows for notices to customers, printing of inspection sheets, custom report editor

Access to modules is available by a click of a button

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XC2 Software- Data Conversion Services

We have significant expertise in converting existing data into XC2

Backflow Prevention Programs we have converted:

• Tokay Software

• C4 Software BPMS

• BMI Cross-Check

• Ambitec Check-Mate

• Water Wiz

We can also convert data from:

MS EXCEL, MS Access, and Tab-Delimited Text

Almost all data formats can be accommodated.

Please call if you have questions about data conversion.

An actual quote can be given upon receipt of your actual entire data for analysis.

Cost is dependant upon:

• Number and structure of tables being converted

• Number of records

• Complexity of Data

• “Normality” of Data

We are typically able to convert the following information:

• Customer-Mailing Information

• Site/Service Address Information

• Device Information Type

• Size

• Make

• Model

• Serial Number

• Location

• Last Test Date

• Next Test Date

• Installation Date

• Tester/Inspector/Personnel Info

• Tester Company Info

• Device Testing History

• Device Installation History

• Device Repair History

• Survey/Inspection History

• Letter/Notice History

• Letters/Notices - Converting Your Actual Merge Letters

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XC2 Shortcuts

Below is a list of the many XC2 shortcuts

LIST VIEW

CTRL+A Highlights entire list of records in a list view

CRTL+B Omits selected records from a list view

CTRL+O Opens highlighted record in a List View

CTRL+H Isolates records highlighted in a subset

DATA ENTRY Clicking the TAB or ENTER or RETURN Key moves cursor to the next Data Entry Field or Button

CTRL+Z Allows user to undo last character(s) entered

SHIFT + (TAB or ENTER) Moves to previous Data Entry Field or Button

DATE & TIME

T+ (TAB, ENTER) Enters Current Date in a DATE Field

Y+ (TAB or ENTER) Enters the previous day’s Date in a DATE Field

T + TOM Enters the following day’s Date in a DATE field

T+(+/- number of days) Enters the number of days from the current date into the future (+), or past (-), in a

DATE Field. For Example: If today’s date were 6/11/09 and you needed to enter a

date 30 days previous you would enter (T – 30) in the DATE field.

(# of weeks) + W Enters advanced date by the number of weeks specified .e.g 3W

(# of months) + M Enters advanced date by the number of months specified e.g 2M

(# of days) + D Enters advanced date by the number of days specified e.g 4d

N+ (TAB or ENTER) Enters the Current Time in a TIME Field

MISC HOT KEYS

CTRL+C Copies selected text

CTRL+X Cuts selected text

CTRL+V Pastes selected text (from Clipboard)

CTRL+P Opens Print dialog box

CTRL+Q Exits XC2