PosiSoft Desktop Help

Getting Started with PosiSoft Desktop

PosiSoft Desktop stores measurement data on your PC/Mac for viewing, sharing, analyzing and reporting. Jobs, batches, readings, notes and pictures can be setup to automatically synchronize with PosiSoft.net and shared between any internet connected device (desktop, notebook and smart device). Ideal for users with multiple physical locations or computers/devices.

Compatible with:

  • PosiTector Standard and Advanced gage (serial numbers 700,000 and greater)
  • PosiTest AT-A (automatic) and AT-M (manual) pull-off adhesion tester
  • PosiTest PC Powder Checker
  • PosiTest OTL Oven Temperature Logger
  • PosiTest CMM Concrete Moisture Meter

Screen captures have been taken using both Apple Mac and MS Windows screens.

For the most up-to-date version of this guide, see our Online Help Documentation

Import Batches from your Gage via USB

Connect your Gage

Connect your gage to a computer using the supplied USB cable.

Note:

PosiTector Standard/Advanced & PosiTest AT-A (with color touch display): Ensure USB Drive is enabled (checked) within the Connect menu.

Import Batches

When successfully connected, a Connected Gage dialog box will appear as shown below. Select Import to copy batches from the gage into PosiSoft. Alternatively, select Import > from Gage and select your connected gage to initiate the transfer. Imported batches will display within the Jobs & Batches section.

A dialog box will appear to allow newly imported batches to be associated with a job. Select an existing Job, create a New Job or select No Job to include the batches in the Batches not linked to a Job section.

Note:

The time it takes for import will depend on the number of Batches and measurements present within the gage. Imports generally take no longer than a few seconds.

Batches are not erased from gage memory during import. They will remain on the gage until deleted by the user or a gage reset is performed.

Imported batches will automatically synchronize with PosiSoft.net if the gage is registered and Auto Sync is enabled. See Synchronization with PosiSoft.net for more information.

For additional import options, see Import

Import Batches from your Gage via WiFi

Setup

Step 1: Connect your gage (PosiTector Advanced & PosiTest AT-A models only) and computer to a common WiFi network.

Step 2: Locate the gage serial number in the WiFi Gages dialog box. Select the gage and click Import.

Step 3: Select the location for the import in the Import dialog box.

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Synchronization with PosiSoft.net

Connect PosiSoft Desktop with your PosiSoft.net account to take advantage of the free cloud-based application offering secure storage of PosiTector and PosiTest inspection instrument data.

PosiSoft.net Features:

  • Securely backup data for all of your jobs, batches, readings and report templates
  • Synchronize measurement data from your instrument to and from PosiSoft.net
  • Share Data with other authorized users and multiple copies of PosiSoft Desktop Software
  • Review Data from any web connected device

Backup all measurement data

  • Jobs
  • Batches
  • Readings
  • Report Templates
  • Notes

Jobs, Batches, Readings and Report Templates uploaded to the PosiSoft.net cloud server will be downloaded automatically on any instance of PosiSoft Desktop signed in to that username. Any gage registered to PosiSoft.net will be automatically added to the gage registry of other instances of PosiSoft Desktop signed in to the same PosiSoft.net user profile. A gage can be registered to multiple instances of PosiSoft Desktop. For users with multiple locations, this is a simple way to share measurement data with colleagues and supervisors.

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PosiSoft.net Sync Setup

Navigate to PosiSoft.net in any web browser to register for free account.

Once you've created an account, enter your Username and Password into the Account to Sync with .net section in PosiSoft Desktop to login.

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Register Gage

Register a gage to sync with PosiSoft.net

Instruments must be registered to synchronize data with PosiSoft.net. Enter your Gage serial number and unique key as displayed on your gage within Setup-> Gage Info menu. Press Register.

PosiTest gages without a key (PosiTest OTL, PosiTest CMM) can be registered if you have a PosiSoft.net account by plugging the gage into a USB port on the computer running PosiSoft Desktop then clicking Generate key and register PosiTest.

Once registered, the gage serial number and key will appear in Registered Gages* list.

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Enter the Gage S/N and Gage Key found within the gage Setup > Gage Info menu, then click Register. For PosiTest instruments without a Gage Key, connect by USB and select Generate key and register PosiTest.

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Note:

If Enable Auto Sync with PosiSoft.net is checked, all batches related to the gage will synchronize automatically with PosiSoft.net.

Unregister a Gage

Unregisters the selected gage from synchronizing with PosiSoft.net. This action will not remove batches from PosiSoft Desktop.

Synchronization

Automatic Synchronization

When Enable Auto Sync with PosiSoft.net is checked, all batches for registered gages will synchronize automatically with PosiSoft.net.

Manual Synchronization

Select Sync Now. A manual synchronization is required when batches are synchronized using another device or directly from a gage using a WiFi connection.

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Note:

The time it takes to synchronize will depend on the number of Batches and measurements present within the gage and internet connection speed. The sync symbol Image will remain on the display until synchronization is complete. If a "triangle with an exclamation point" displays on the gage, the PosiTector was unable to communicate with PosiSoft.net. Ensure the computer you are connecting to has internet access and retry.

User Interface

The PosiSoft Desktop interface consists of a main application menu and 4 sections (Connected Gage, Jobs & Batches, Readings and Preview).

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Sections Overview

Connected Gage

Select Import to copy batches from the connected gage into PosiSoft Desktop. See: Import

Jobs & Batches

Jobs allow organization of one or more batches into a group. Jobs can include batches from multiple instruments and probe types. Double click on a job to display and edit its attributes (rename the job, add a picture and note, edit custom fields, add or remove batches).

Select to create a Job. See: Jobs

Select a batch to view a list of its contained readings. Double click on a batch to display and edit its attributes (rename the batch, add a picture and note, edit custom fields). See: Batches

Readings

Displays a list of readings contained within the currently selected batch. Double click on a reading to display and edit its attributes (add a picture and note, ignore the reading). See: Readings

Preview

Displays a preview of the report. Selected Jobs/Batches are displayed using the selected report template. See: Preview

Resize Sections

Sections can be resized by dragging the vertical borders separating the views. When the pointer is placed between the vertical border, the pointer will display as . Hold the mouse button down and drag the border horizontally. Alternatively, select "Expand" from the "View" menu to expand each section.

Sort Column (List)

Section lists can be sorted by clicking on the column titles (as shown above)

Re-order Columns

The order columns are presented can be rearranged by selecting the column title and dragging it. When selected, the pointer will display as a hand icon (Mac) or a pointer (Windows). The order of the columns is a visual preference and does not alter the way reports are displayed or printed.

When the number of rows exceeds the allowable limit, the data will be split into multiple pages. Use the and buttons to navigate between pages.

Jobs

Jobs allow organization of one or more batches into a single group. Jobs can include batches from multiple instruments and probe types. Select a Job to display its contained batches. Only a single Job can be displayed at a time.

Batches not linked to a Job: Lists all batches that have been imported into PosiSoft Desktop but not assigned to a Job.

Creating a new job

Use the newbutton to create a new job. Batches not linked to a Job: Lists all batches that have been imported into PosiSoft Desktop but not assigned to a Job.

Highlight batches in the Batches not linked to a job table (hold the Shift or Ctrl keys) to select multiple batches.

Press the button to add the highlighted batches to the Selected Batches list. The highlighted batches will be removed from the Batches not linked to a Job list. Batches can be associated with multiple Jobs.

To add a batch that's already associated with a different Job, select

To remove Batches from the Selected Batches list, highlight them and press the button.

Name: Enter a name for the Job

Note: Add descriptive details relating to the Job.

Job notes are displayed at the beginning of the report or after the cover text/page (if included).

Picture: Include an image for the Job.

Job Notes and Pictures are displayed at the beginning of the report or after the cover text/page (if included).

When finished, click to save the Job or to close the Edit Job window without saving.

Reorder Batches within a Job

Select the order in which batches display within generated reports.

Select a batch and use the buttons to reorder. When finished, click to save the Job or to close the Edit Job window without saving.

Reorder Columns

The order columns are presented can be rearranged by selecting the column title and dragging it. When selected, the pointer will display as a hand icon (Mac) or pointer icon (Windows). The order of the columns is a visual preference and does not alter the way reports are displayed or printed.

Add Pictures to a Job

To add a Job picture, double click on a Job to display its attributes.

Select Browse from within the Picture box, navigate to and select the desired image. Click Open. The picture will display within the Edit Job window.

By default, a Job image will be included in generated reports. To exclude, uncheck Picture from the Job group within the Report Configuration

Edit a Job

Modify the selected Job by clicking the button. Alternatively, double click the Name in the Jobs & Batches list.

Name: Alter the name for the Job to something more meaningful

Note: Add descriptive text for the selected Job

Picture: Include a Job picture. Click Browse and navigate to the picture you would like to include.

By default, Job images and notes are displayed on reports. To exclude them, uncheck Note and Picture within the Job group located in the Report Configuration

Custom Fields

Select to enter information into user-created Custom Fields for the selected Job. See Custom Fields

Delete a Job

Remove the selected Job by clicking the button. Alternatively, select from within the Edit Job window.

Export a Job

See Export

Batches

Batches not linked to a job

Lists all batches that have been imported into PosiSoft Desktop but not assigned to one or more Jobs.

Selecting a Job

Select a Job to display its contained batches. Only a single Job can be selected at a time.

By default, all associated batches within a Job are included in the PDF report when the Job is selected. Batches can be removed from the current Job or permanently deleted.

Buttons

Modify the selected Batch (change batch name, add note/picture). Alternatively, double click on a Batch to open the Edit Batch window.

Remove selected batch(es) from currently selected Job.

A check mark indicates the batch will be excluded from the Job report. Click the Ignore button to toggle between Include and Exclude.

Permanently delete the selected batch or batches from PosiSoft Desktop. This action cannot be undone.

Prompt PosiSoft Desktop to sync with PosiSoft.net cloud server.

Column List:

Name Displays the batch name. Double click or select the Edit button to rename the batch.

Gages automatically generate the Batch name as B1, B2, etc. for multiple batches. Batch names can be altered to something more meaningful by double clicking on the Batch or selecting the Edit button. Alternatively, PosiTector Advanced and PosiTest AT-A users can change the batch name directly from the menu on the gage.

n: Displays the number of readings contained in a Batch

Created: Displays the date/time stamp when the Batch was created

Probe S/N: Serial Number of the PosiTector probe used for associated readings

Type: The model of the PosiTector probe or PosiTest instrument

Gage S/N: Serial number of the PosiTector body or PosiTest instrument

Order: Displays the Batch Sort Order

Reorder Columns

The order columns are presented can be rearranged by selecting the column title and dragging it. When selected, the pointer will display as a hand icon (Mac) or pointer con (Windows). The order of the columns is a visual preference and does not alter the way reports are displayed or printed.

Edit Batch

Double click on a Batch or select the Edit button to display the Edit button to display the Edit Batch window.

Name: Alter the name for the Batch to something more meaningful

Note: Add descriptive text for the selected Batch

Picture: Include a Batch Picture. Click Browse and navigate to the picture you would like to include.

By default, reading images and notes are displayed on reports. To exclude them, uncheck Note and Picture for the associated instrument type within the Report Configuration

Custom Fields: Select to enter information into user-created Custom Fields for the selected Batch. See Custom Fields

Ignore from Job Report: When checked, the batch is excluded from the Job report.

Info: Displays the date and time the reading was taken/stored into the instrument's memory and its value. PosiTest AT-A models also display editable nature of fracture layer information.

Linked Jobs: Shows all Jobs that the batch is currently linked to and allows the user to link to any existing Job.

Enable HiLo Mode: (PosiTector 6000, SPG and UTG models only) When checked, user entered Lo/Hi limits are compared against readings contained within the selected batch. Hi/Lo limit parameters are identified on generated reports.

2D and 3D Parameters: (PosiTector RTR 3D Advanced models only). A total of six parameters can be selected for inclusion in batch reports.

Batch Synchronization with PosiSoft.net

Not synchronized with PosiSoft.net: Batch has not been synchronized with PosiSoft.net

Synced with PosiSoft.net: Batch has been previously synchronized with PosiSoft.net

See Synchronization with PosiSoft.net

Click to save the edits or to close the Edit Reading window without saving.

Add Pictures to a Batch

Multiple pictures can be added to each batch.

To add a picture, double click on a Batch to display its attributes.

Select Browse from within the Picture box, navigate to and select the desired image. Click Open. The picture will display within the Edit Batch window. Repeat to include additional pictures.

By default, batch images will be included in generated reports. To exclude, uncheck Batch Picture from the associated probe type from within the Report Configuration.

Remove Batches from a Job

Selecting the batch within a Job folder to be removed and clicking the icon will remove the selected batch from the Job Folder.

Include or Exclude Batches

Ignore from Job Report: When checked , the batch is excluded from the Job report.

Add Custom Fields

See Custom Fields

Delete Batches

Permanently delete the selected batch or batches from PosiSoft Desktop. This action cannot be undone.

Export Batches

See Export Batches

Readings

Displays all readings present within the selected batch or batches. Below is an example of PosiTector 6000 readings with sub-batches.

Ignore a reading

Ignore: A check mark indicates the reading is excluded from the batch statistics but does display on reports (with an ignored indicator). To exclude a reading from the report entirely, uncheck the "Hide Ignored" option within the Report Configuration (for the associated probe/gage).

Column List

#: Reading number

Thickness: In the above PosiTector 6000 example, the displayed title represents Thickness. This columns title will be different for each instrument or probe type . For example, a PosiTector DPM will display multiple parameters (columns): RH, Ta, Ts, Td and Ts-Td. A PosiTector 200 could display up to 3 individual layer thicknesses.

Time: Displays the date/time stamp when the reading was stored on the gage.

Sub-Batch: Some gage models offer sub-batching. This column is only displayed when sub-batches are present. The example above contains 3 sub-batches, each containing 4 readings.

Reorder columns The order columns are presented can be rearranged by selecting the column title and dragging it. The order of the columns is a visual preference and does not alter the way reports are displayed or printed.

Edit Reading

Double click on a reading or the Edit button to display the Edit Reading window.

Note: Add descriptive text for the selected Reading

Picture: Include a Reading Picture. Click Browse and navigate to the picture you would like to include.

By default, reading images and notes are displayed on reports. To exclude them, uncheck Note and Picture for the associated instrument type within the Report Configuration.

Ignore from Report: When checked, the reading is excluded from the batch statistics but does display on reports (with an ignored indicator). To exclude a reading from the report entirely, uncheck the "Hide Ignored" option within the Report Configuration (for the associated probe).

Info: Displays the date and time the reading was taken/stored into the instrument's memory and its value. PosiTest AT-A models also display editable nature of fracture layer information.

Batch Synchronization with Posi.Net

Not synchronized with PosiSoft.net: Batch has not been synchronized with PosiSoft.net

Synced with PosiSoft.net: Batch has been previously synchronized with PosiSoft.net

See Synchronization with PosiSoft.net for more information.

Click to save the edits or to close the Edit Reading window without saving.

Note:

Reading date/time and units are imported from the instrument. These parameters cannot be altered.

Individual readings cannot be deleted. Instead, select Ignore from Report as explained above.

Preview

The preview section displays a WYSIWYG (what you see is what you get) preview of the report. The report content is based on the selected batch(es) or Job and the selected Report Template.

Preview Action Bar

Refresh and Auto-Refresh

By default, the Auto-Refresh feature is selected. Any saved changes to a Job, Batch, Reading or Report Template will automatically refresh in the preview report.

Jobs or Batches containing large amounts of data will take longer to refresh. A "Loading PDF" message will be displayed while the report is being refreshed. Unchecking the Auto-Refresh may be desirable for reports containing large amounts of measurement data.

Report Template

select from Default or custom user created report templates.

modify the currently selected report template. The Default template cannot be modified or deleted. A Report Configuration window will open.

create a new report template (see Creating a new Report Template). Click on an existing template to use as a starting point for the new template.

Print Report

print the displayed report to a local or network attached printer.

Save Report as PDF

save report as PDF. Select desired location, file name and click Save.

Creating Custom Report Templates

PosiSoft Desktop offers customizable reporting tools which allows the user to add pictures, notes, headers, cover pages/text, custom fields and more. Select from fonts installed on your computer, resize/realign images and text. Include/exclude information based on instrument type. Save your custom layouts as templates for future use.

Report Configuration

Select New to create a customized report (recommended). Templates provide complete customization of the report including page size, headers, pictures, font type/size, cover pages and more.

Report Name: Enter a meaningful name for the report template.

Page

Page Size: US Letter (default) or A4

Font: Select from a list of fonts installed on your computer.

Note: If a font does not display correctly, choose another font.

Batch Picture Size: Alter the size of included batch pictures

Reading Picture Size: Alter the size of the reading pictures

Chart Size: Alter the size of included charts

Horizontal Margin: Left and Right margins

Vertical Margin: Top and Bottom margins

Body Font Size: Font size for text used within the report (non-title)

Page Break Between Batches: When selected, a page break will occur between batches.

Group Sections from Different Batches: When selected all readings, charts, and histograms will be grouped together for all reported batches.

Two Columns: When selected readings are displayed in two columns (default is a single column).

Column Break Between Batches: When selected, a column break will occur between batches.

Sections

Reports consist of a number of Sections.

The default Section order is:

  • Custom Fields
  • Gage Info
  • Batch Note
  • Batch Picture
  • Summary
  • Readings
  • Charts

To reorder, highlight a Section and use the arrows to reposition.

Generated reports will now follow this new Section order.

Page Break Before Section: When selected, a page break will occur before the selected section.

Reports consist of a number of Sections.

The default Section order is:

  • Custom Fields
  • Gage Info
  • Batch Note
  • Batch Picture
  • Summary
  • Readings
  • Charts

To reorder, highlight a Section and use the arrows to reposition.

Generated reports will now follow this new Section order.

Page Break Before Section:

When selected, a page break will occur before the selected section.

Header

Text: Text displayed within the header

Text Alignment: Left, Center or Right alignment

Header Font Size: Font size for text used within the report's header.

Picture: Add a picture to be included in the header. Example: a company logo

Picture Alignment: Left, Center or Right alignment

Picture Size: The size header picture will display in the report

Footer Show Page Numbers: Display the page number at the bottom center of each report page.

Note:

The header and footer are displayed on all report pages.

Cover Page

Text: Add text to be included at the beginning of the report. This text can span several pages.

Page Break After Text: Insert a page break after included cover page text.

Custom PDF: Include a PDF to be attached as a cover page for the report.

To add a custom cover page to the report, select Browse. Navigate and select a PDF for inclusion as a cover page. The filename of the attached PDF cover page will be displayed.

To remove a cover page, select the Remove button.

Include header/footer: Displays the header and footer on the cover page. It is recommended that you uncheck this option when a custom PDF cover page is attached. Otherwise, the header and footer may overlay the PDF cover page content.

Custom Fields

Custom Fields allow inclusion of user-specified data for use in Report Templates. Ideal for inclusion of information relating to a job, client, specification and more into inspection reports.

Custom Fields can be arranged as desired allowing the creation of a form. Existing inspection forms can be imported as a background and Custom Fields can be overlaid for automatic population of measurement data. Measurement data from a variety of probe types can be included in a single user-created form.

See Custom Fields

Job

Display Job related information on printed reports.

By default, all options are selected. To exclude, uncheck their respective box.

Note: include a Job note

Picture: include a Job picture

Summary: includes a summary (by instrument type) at the beginning of a Job report. The summary combines batches for like instrument types (sorted by the date and time the readings were taken).

Batch Comparison Chart: includes a chart containing all batches for an instrument type. Ideal for comparison between multiple batches.

Charts: display associated charts

Histogram: display associated histograms

Report Detail (by gage/probe type)

Toggle All: Selects all options.

Custom Fields: include associated user created Custom Fields for this probe type.

Gage Info: include gage information such as model and serial number

Batch Note: include batch notes

Batch Picture: include batch pictures

Summary: display statistical summary

Readings:

Time: Date and Time

Note: Reading Note

Picture: Reading Picture

Hide Ignored: When ticked Ignored Readings will not be included on reports, statistics and charts.

Charts: Display associated charts

Histogram: Display associated histograms

Include header/footer (PDF Batch only): Displays the header and footer on included PDF Batches. Uncheck this option if the header/footer overlays the PDF Batch.

Custom Fields

Custom Fields allow users to create user defined fields for use in Job and Batch reports. Easily import existing PDF forms and overlay custom fields for automatic population of measurement data into existing inspection reports.

Custom Fields can be arranged as desired allowing the creation of a form. Existing inspection forms can be imported as a background and Custom Fields can be overlaid for automatic population of measurement data. Measurement data from a variety of instrument types can be included in a single user-created form.

Note:

Custom Fields do not synchronize with web-based PosiSoft.net.

Creating Custom Fields

Custom Fields are used in conjunction with a user-defined Report Template.

To utilize Custom Fields, a new or existing user-defined Report Template is required. Select New in the Report Template menu to create a new template.

Enter a meaningful name for the Report Template and click the Save and Refresh button.

Next, click either the Job Custom Fields Designer or Batch Custom Fields Designer button to begin creating a custom fields form.

Which Designer do I use?

Job Custom Fields Designer

Job Custom Fields display at the beginning of Job reports. They are ideal for compiling measurement data from multiple batches or probe types in the summary section at the beginning of a Job report.

Batch Custom Fields Designer

Batch Custom Fields display at the beginning of each batch in the report. They are ideal for inclusion of custom fields in each individual batch in a report.

Using Both Designers It is possible to use both designers for inclusion of Custom Fields in a Job summary and at the beginning of each contained batch.

Note:

The interface for both designers is the same.

Custom Fields Designer

The Customs Fields Designer consists of a field selector area (left sidebar) and a workspace (right).

The field selector displays a list of available Custom Fields. The workspace is used to lay out fields for inclusion in reports.

Add Custom Fields

To add a field to the workspace, select (highlight) a field, then left click and drag within the workspace. To reposition the field, click and drag the field to the desired location. When highlighted, each field can be moved using X and Y coordinates or resized with H (height) and W (width) values.

Alignment Tip: Increasing the size of the workspace using the Zoom bar may help when aligning or resizing fields.

Custom Field Descriptions

Fields List

Label: Non-editable static text field. Ideal for inclusion of predefined text descriptions or notes.

Text: Creates a user text field which can be edited by the user in the "Edit Custom Fields" dialog within the "Edit Job" (for Job Custom Fields) or "Edit Batch" (for Batch Custom Fields) screens. Multiple Text boxes can be created. See Enter Custom Field Data.

Checkbox: Creates a user editable checkbox field. Displays an "X" when selected.

Job Name: Displays the name of the Job

Job Note: Displays associated Job note in printed reports. See Edit a Job

Instrument Specific Fields

Instrument Specific Fields are related to measurement data for the selected probe/instrument type.

Some instruments such as the PosiTector 6000 have only a single parameter (Thickness)

Others such as the PosiTector DPM, have parameters for each value in its measurement dataset.

Instrument Specific Fields use "Syntax" language, displayed in the Selected Cell area in the bottom-left corner of the Custom Fields Designer. When a desired field is added to the report, the underling syntax is displayed in this area. The syntax can be modified if desired. For more information, see the Syntax Guide section of this document.

Instrument Specific Fields List

Calculation: Creates a blank field for input of custom syntax.

Job Min: Minimum reading for the given probe type in the Job

Job Max: Maximum reading for the given probe within the Job

Job Avg: Average of all readings contained within the Job

Job Stddev: Standard deviation for the Job

Batch Name: Displays Batch name for reported batch

Batch Creation: Date Time the Batch was created.

Batch Note: Batch note will populate from text input in to the batch

Batch Reading Count: Number of readings within a given batch

Gage S/N: Gage body serial number will display for the selected batch

Probe S/N: Probe serial number will display for the selected batch/instrument type

Probe Type: Displays the probe type for a given batch

Batch Min: Minimum reading within the Batch

Batch Max: Maximum reading within the Batch

Batch Avg: Average of all readings in the batch

Batch Stddev: Standard deviation of the batch

Reading: Displays associated reading for the selected probe field type

Reading Date: Displays the date stamp for the reading was taken

Reading Time: Displays the time stamp the reading was taken

Selected Cell

Select a cell (field) to align text, edit syntax formulas or to delete the field from the workspace. Each field can be moved using X and Y coordinates or resized with H (height) and W (width) values.

Multi-cell Selection

Right-click and drag to select multiple cells. This can be helpful if attempting to line up multiple cells on a particular X or Y coordinate or to standardize the height and width of multiple cells. The selected cells will turn red.

PDF Background

Add an existing digital PDF or scanned form to the background. Custom Fields can be overlaid to auto-populate the form.

Select Browse, navigate and select your digital PDF form. Press Ok.

Note:

PosiSoft supports multi-page PDF documents. Use the buttons to navigate between pages.

Imported PDF Background example.

Tool Bar

Zoom

Increase or decrease the size of the workspace to allow for easier editing of the Custom Fields.

Snap To Grid Displays a grid in the background to assist with field alignment and size.

Clear All Fields Removes all Custom Fields from the current workspace. Ideal for starting over. * This action cannot be undone.

Save Save your Custom Fields without exiting the designer. Ideal for periodically saving your progress.

Page Navigation Multiple pages of custom field templates can be created and edited. Navigate through pages using the buttons.

Note:

To create additional pages without importing a PDF background, check to the insert page breaks check box within the PDF Background section.

Enter Custom Field Data

The method by which data is entered into Custom Fields is be dependent on the field type (Job Field or Batch Field).

Entering Data into Job Custom Fields

Job Fields are accessed by right clicking on a Job Name, then selecting Enter Job Custom Fields. Alternatively, double click on a Job and select Edit Custom Fields.

The Enter Job Custom Fields window will appear to allow data entry into Job fields and checkboxes.

Repeat this for each batch you would like to include custom field data.

Note:

Fields created within the Job Custom Fields Designer will not appear within the Enter Batch Custom Fields screen... A message will prompt the user instructing them to go to the Enter Job Custom Fields screen to enter related Custom Fields.

Displaying Custom Fields in Reports

By default, user created Custom Fields for the selected Report Template are included on reports.

To exclude fields created with the Batch Custom Field Designer from reports, simply uncheck Customs Fields from Batch Settings for each desired instrument type within the Report Configuration window.

To exclude fields created with the Job Custom Field Designer from reports, simply uncheck Customs Fields from the Job section within the Report Configuration window.

Note:

To display Custom Fields only, uncheck all other options in the Job and Batch Settings.

Export Custom Fields

It may be desirable to share a report template containing Custom Fields and forms with other PosiSoft Desktop installations or users.

This can be achieved from the Export > Report Template drop-down menu in the main PosiSoft Desktop window. Other PosiSoft Desktop users can simply select Import > Report Template from drop-down menu in their PosiSoft Desktop window. See Export Report Templates

Syntax Guide

Custom Fields are controlled by a "Syntax" language. When most fields are added to a report, this syntax is displayed in the 'Selected Cell' area of the Custom Fields Designer. This language can be altered to provide functionality beyond the pre-loaded fields.

Example: If the user drags a Calculation field on to the form, then enters the syntax of B1R1, the field would display the first reading in the first PosiTector batch within your job.

Custom Fields can also include custom calculations. Calculations can include numbers, readings, operators, unary functions, and binary functions. Individual readings can be added to calculations using the same syntax as reading arguments to binary operators which are described in detail below.

Supported operators are: (+ - * /). The only supported unary function is SQRT() and supported binary functions are described below.

Available functions:

AVG

Calculates the average of the readings

MIN

Returns the minimum reading

MAX

Returns the maximum reading

STDEV

Calculates the standard deviation of the readings

Each function accepts two arguments in the format:

FUNCTION(ARGUMENT1:ARGUMENT2)

The first argument determines the starting point for a calculation and the second argument determines the end point.

The first character of an argument is always 'B' if the calculation is for a batch report, as Batch Custom Fields can only reference the batch they are appended to. In this case there should be no number immediately following the 'B'.

Example: BR1

In a Job Custom Field, a number immediately follows the 'B' to reference a desired batch within the job. The number (1 in the following example) corresponds to the batch sort order and not the actual batch number.

AVG(B1R1:BLASTRLAST) displays the average of the batches with Order 1 and above

Batch Sort Order

The batch sort order is found within the Batches view (shown below) for the selected Job.

Since multiple batches can have the same name (i.e. B1), the Order number is used to uniquely identify the batch information for the field. In the above example, several batches exist for B1. The first has an Order number of 1, while the others are assigned different order numbers.

By default, batch order is set in the order batches were added to the Job. They are included in Custom Fields starting with the lowest order number for each instrument type.

Batches can be reordered to alter the order in which they appear in custom fields. To reorder, double click the Job name to open the Edit Job screen.

Within the Selected Batches list, highlight the batch and use the arrows to move it to the desired order. Repeat this for all batches you wish to reorder. Select Ok when complete.

The second part of the argument starts with an R. The R will be followed by a number which indicates the reading index within the batch (R1 in below example). If the word "LAST" is used in place of a number, the last batch in the job or the last reading in the batch is used.

AVG(B1R1:BLASTRLAST)

The last part of an argument is a measurement type suffix; the available options are shown in the table below. The calculation will only use readings of that measurement type. For example, B1R1Ts will display the first surface temperature reading in the PosiTector DPM batch with the lowest sort order value.

Probe Type Measurement Type Suffix
6000 Thickness
SPG Profile P
FNDS Zn Zn
FNDS N N
DPM Ta Ta
DPM Ts Ts
DPM RH Rh
DPM Ts - Td TsTd
DPM Td Td
DPM Tw Tw
DPM v v
ATA Pressure Pressure
ATA Hold Time InHold
ATA Pressure Limit Limit
ATA Hold Time Limit Hold
ATA Dolly Size Size
ATA Rate Rate
ATA Duration Duration
SHD HD HD
SHD HA HA
SHD Duration Duration
200 Layer 1 L1
200 Layer 2 L2
200 Layer 3 L3
RTR Height H
RTR Peak Density Pd
SST Conductivity 1 y1
SST Time 1 T1
SST Conductivity 2 y2
SST Time 2 T2
SST Time Change dT
SST Conductivity Change dy
SST pA pA
SST Volume V
UTG Wall Thickness UT
CMM Concrete Moisture
Concrete
CMM Carbide Method CarbideMethod
CMM Relative Humidity
Relative

Create Prompted Batch Templates

Create pre-defined batch templates with image and text prompts for use with PosiTector 6000 Advanced coating thickness instruments. Ideal when measuring repetitive parts using the same measurement pattern.

Create New Template

To create a new Prompted Batch Template, select New Prompted Batch Template in the File menu.

Enter a template Name then select New to create a prompted reading. Each new prompted batch using this template will use this name, followed by a number (i.e. Railcar 1, Railcar 2, etc.)

Gage Prompt: The Gage Prompt displays on the PosiTector 6000 screen, providing the user with information about the measurement location. The Gage Prompt does not appear on any reports.

Report Note: The Report Note will appear on the report to provide information pertaining to this reading location. The Report Note will not appear on the PosiTector 6000 screen.

Browse: Choose Browse... to select a picture to associate with one or more reading locations. Multiple different pictures can be used in a single Prompted Batch Template. A new reading will always recall the last image in the Prompted Batch Template sequence. Supported files: GIF, JPEG, PNG.

Once an image has been selected, click the desired measurement location for the reading (top larger image). Select Ok once the desired measurement location is identified with the red circle.

Use the Zoom In and Zoom Out buttons to change the orientation (bottom image). The image at the bottom of the Edit Prompted Batch Template screen represents how the image will appear on the PosiTector 6000 screen.

Select New to create the next prompted reading location.

Repeat this process to create all prompted readings in your Prompted Batch Template, then select Ok. The Prompted Batch Template is saved and ready for Export to a PosiTector 6000 Advanced coating thickness gage.

Export a Template to Gage

Select Prompted Batch Template to Gage from the Export menu to transfer the Prompted Batch Template to the connected PosiTector 6000 gage.

Edit a Template

To edit a previously created Prompted Batch Template, select Prompted Batch Template from the Edit menu. Choose the desired Batch Template to edit and select Ok.

Delete a Template

To delete a Prompted Batch Template, select the Delete button in the Edit Prompted Batch Template window.

To delete a Prompted Batch Template from a PosiTector 6000 gage, select Delete Template in the Memory menu.

Open Template on PosiTector

To open a new Prompted Batch Template exported from PosiSoft Desktop to your PosiTector 6000, access the menu by pressing the button then select Memory and New Prompted to view and select from available Prompted Batch Templates.

Each batch created using a Prompted Batch Template will contain the template name and append a number indicating order created (i.e. TemplateBatch1, TemplateBatch2, etc.)

Note:

Prompted Batch Templates are compatible with PosiTector Advanced gages (serial number 784,000+) with a connected PosiTector 6000 coating thickness probe. Prompted Batch Templates do not work with other PosiTector probes.

Import Template

See Import

Export Template

See Export

PosiTest OTL Batch Editor (Oven Temperature Logger)

The PosiTest OTL Batch Editor allows users to add supplier cured schedule specifications, batch annotations, label individual channels, set threshold temperatures, compare datasets to reference batches and more.

To open the PosiTest OTL Batch Editor, double click on a PosiTector OTL Batch, or select it and click the Edit button. Edits made within the Batch Editor are reflected on the PDF report. To save the edited Batch select OK.

The PosiTest OTL Batch Editor is divided into three tabs (Batch, Reference Batch, and Annotate).

Batch

The Batch tab allows a user to rename the opened batch, flag the Batch as a Reference Batch, select threshold temperatures, setup cure index schedules, edit Channel labels and select active channels.

Batch Tab

Rename the currently opened Batch to something meaningful.

Reference

When checked , the currently opened Batch is identified as a Reference Batch and will be available for comparison with other Batches. All Reference Batches are displayed within the Reference Batch tab.

Threshold Temperature

PosiSoft calculates the Time Above Temperature for up to three user defined Threshold Temperatures. Enter the Threshold Temperatures for the current Batch in this section. Time Above statistics are calculated and displayed beside each Channel.

Cure Index

See Cure Index.

Channels

Individual Channels can be enabled or disabled from the chart and the report. Each Channel Label can be renamed for easier identification of their corresponding sensor.

Chart

The Chart section displays temperature over time for each selected Channel for the selected Batch and Reference Batch (if selected). Individual traces can be highlighted with the cursor. Zoom in on a specific area by clicking and dragging the pointer on the chart. The Chart also displays the entered Threshold Temperatures.

Reference Batch

This tab is used to select a Reference Batch, identify active Reference Channels and set a Start At Temperature.

A comparison can be made to previously logged PosiTest OTL batches if those batches have been identified as a Reference Batch. A check box located under the Batch Name in the Batch tab identifies a Batch as a Reference Batch.

All Reference Batches appear in the Reference Batch section. Simply select a Batch to use it as a Reference Batch. By default, No Reference is selected.

Individual Reference Channels can be enabled or disabled from the Reference Batch comparison.

To align the Batch with a Reference Batch, enter the Start At Temperature and corresponding Channel from the Batch and Reference Batch.

Typically, an Air Temperature probe from both batches is selected. The data from the batch and reference batch are shifted in time so that the selected Channels intersect 00:00 at the Start At Temperature.

To save the edited Batch select OK. A PDF is automatically generated using the selected report template.

Annotate

In the Annotate tab, users are able to add notes as well as a reference image.

OTL Cure Index

Cure Index compares supplier's cure specifications to actual oven and part temperatures to ensure a proper cure.

Open a PosiTest OTL Batch, then select Edit Cure Schedule for an existing schedule, or New Cure Schedule to create a new one.

When Edit Cure Schedule or New Cure Schedule is selected, the Cure Schedule window will appear. Create a Cure Schedule by entering pairs of Time and Temperature values.

If one point is entered, an exponential Cure Schedule is calculated. The Cure Schedule will be piecewise linear if more than one point is entered, to a maximum of 12 points.

Activation Temperature is the temperature defined by the supplier that curing will begin. If no Activation Temperature is entered, the lowest Cure Schedule Temperature will be used as the Activation Temperature.

Surface Date File (SDF) Viewer - PosiTector RTR 3D and PosiTector RTR P Advanced Models Only

Surface Data Files (SDF) generated using PosiTector RTR 3D Advanced instruments can be imported for analysis and reporting.

To view an SDF, double-click the desired SDF from within the Batches view.

SDF Viewer Interface

3D View

Rotate/Resize 3D SDF

Rotate the 3D SDF by clicking and dragging the image with your mouse. Use the scroll button to resize the 3D image.

z-Scale

Use the and buttons to adjust the displayed z-scale

Fast Rotate Mode

Fast Rotate Mode (checked by default) reduces the lag (slow movement) which typically occurs during the rotation of 3D images. Uncheck to disable this feature.

Filter Settings

To optimize the analysis for a specific application, filters may be applied to the raw image to remove undesirable profile characteristics prior to calculating the 2D and 3D parameters.

The short wavelength (λs) Gaussian filter attenuates features that have a wavelength shorter than the selected size. The long wavelength cutoff (λc) Gaussian filter attenuates features that have a longer wavelength than the selected size.

λs The following short wavelength filters (λs) are available:

  • None
  • 0.008mm
  • 0.025mm
  • 0.080mm

λc The following long wavelength cutoff filters (λc) are available:

  • None
  • 0.08mm
  • 0.25mm
  • 0.8mm
  • 2.5mm

Discard

A side effect of the long wavelength cutoff (λc) filter is that values near the edge of the evaluation length or area are skewed. To prevent these skewed values from affecting 2D and 3D parameter calculations, the values near the edges of the evaluation are discarded. The Discard length is calculated from the long wavelength cutoff (λc) selected.

The following discard selections are available:

  • none
  • ½ wavelength
  • 1 wavelength

2D Orientation

2D parameters are calculated from a virtual ‘trace’ across the image area.

By default, this trace is in the Horizontal X direction, parallel to the long axis of the replica tape.

2D Representation of the trace

This orientation can be changed if desired:

Horizontal X

Vertical Y

Diagonal XY

Diagonal YX

Use the and buttons to move the trace along the Horizontal X or Vertical Y axis (when Horizontal X or Vertical Y is selected). Ideal for further analysis of the surface.

Report Options

All 2D and 3D parameters are included in reports by default. Uncheck parameters to exclude them from generated reports.

2D Parameters

2D parameters are calculated from a virtual 'trace' across the image area. When the Orientation is set to Horizontal X or Vertical Y directions, the evaluation length is equal to 3.8mm, minus double the length of the selected discard filter. When the Orientation is set to Diagonal XY or Diagonal YX directions, the evaluation length is equal to 5.4mm, minus double the length of the selected discard filter.

2D - When checked (default), the 2D trace image is included in generated reports. Uncheck to exclude from reports.

Ra - Roughness average: arithmetic average of the absolute values of the profile height deviations within the evaluation length measured from the mean line

Rq - RMS roughness: root mean square average of the profile heights within the evaluation length measured from the mean line

Rz - Average maximum height of the profile: arithmetic average of the successive values of the maximum peak to deepest valley within each sampling interval calculated over the evaluation length. The length of the sampling interval is equal to the cutoff length λc and the number of sampling intervals is the number of whole cutoff lengths λc that can fit within the Evaluation Length.

Rp - Maximum profile peak height: the distance between the highest point of the profile and the mean line within the evaluation length

Rv - Maximum profile valley depth: the distance between the deepest valley and the mean line within the evaluation length

Rt - Total profile height: the distance between the highest peak and the deepest valley within the evaluation length

Rpc - Peak count: number of peaks per unit length within the evaluation length

Rpc Boundary C1 Peak count level: defines the boundary lines located equidistant above and below the profile mean line. A Peak is counted after the trace goes below the lower boundary line and above the upper boundary line. The default is 0.5 µm.

3D Parameters

3D parameters are calculated across the image area. When calculating 3D parameters, an evaluation area is determined by removing an area around the outside edge of the image area equal to the width of the discard length.

3D - When checked (default), the 3D image is included in generated reports (same orientation as shown in SDF viewer). Uncheck to exclude from reports.

Spd - Areal peak density: the number of peaks per unit area

Sa - Average roughness: the arithmetic average of the absolute values of the measured height deviations from the mean surface taken within the evaluation area.

Sq - Root mean square roughness: the root mean square average of the measured height deviations from the mean surface taken within the evaluation area.

Sz - Maximum area peak-to-valley height: the vertical distance between the maximum peak height and the maximum valley depth. Commonly referred to as St.

Sp - Maximum area peak height: the maximum height in the evaluation area with respect to the mean surface.

Sv - Maximum valley depth: the absolute value of the minimum height in the evaluation area with respect to the mean surface.

Export SDF

The SDF file can be exported for use in other SDF compatible applications. The exported SDF can also be imported back into PosiSoft Desktop.

Import

The import menu is used to get measurement data into PosiSoft Desktop. Select "Import" from the application menu.

from Gage

Import Batches from a USB or WiFi connected PosiTector or PosiTest instrument.

  1. Connect the gage to a computer using the supplied USB cable or to a common WiFi network.

Note:

PosiTector Standard/Advanced & PosiTest AT-A with color touch display: Ensure "USB Drive" is enabled (checked) within the gage "Connect" menu

  1. When successfully connected, a "Connected Gage" section will appear as shown below. Select "Import" to copy batches from the gage into PosiSoft. Alternatively, select "Import > from Gage" and select your connected gage to initiate the transfer. Imported batches will display within the selected batch or in the Batches not linked to a Job section.

Note:

The time it takes for import will depend on the amount of data stored on the gage. Imports generally take no longer than a few seconds.

Batches are not erased from the gage memory during import. They remain on the gage until they have been deleted or a gage reset is performed.

from PosiSoft 3.0

Import pre-existing batches that were originally downloaded using PosiSoft 3.0

When selected, the following Import from PosiSoft 3.0 window will display.

The default PosiSoft 3.0 Data Path is already populated. If this is incorrect, select Browse and navigate to the location where your PosiSoft 3.0 data is stored. Select Open to import the data.

from PosiTector App

Import batches that were exported from the PosiTector App

Navigate to the location where the exported .db file has been stored. Select the file and click Open to import the data.

All Data and Settings

Provides a complete Import of all Jobs, measurement data (notes, images), report settings, templates, and batch templates. Ideal when transferring information from another computer.

Note:

Importing All Data and Settings will overwrite all current batches, report templates and settings. This action is permanent and cannot be undone. If you have existing batches you wish to save, Export them prior to performing this action.

Jobs

Import Jobs previously Exported from PosiSoft Desktop. If identical Jobs already exist, PosiSoft Desktop will not overwrite them and only import changes.

Batches

Import batches previously Exported from PosiSoft Desktop. If identical batches already exist, PosiSoft Desktop will not overwrite them and only import changes.

Report Templates

Import report templates previously Exported from PosiSoft Desktop. Templates with the same name will not be overwritten and will be duplicated in the Report Template drop down list.

PDF Batch

Import a PDF document as a batch.

Ideal for including measurement data from unsupported or non-digital instruments such as PosiTest mechanical coating thickness gage, holiday (porosity) detector, sling psychrometer or Tooke gage.

Imported PDF documents will be displayed within the Batches section and can be included/excluded from reports. The batch name is based on the PDF file name. Batch date/time is populated with the PDF creation date. PDF Batches cannot be edited within PosiSoft Desktop.

PDF Batches can be excluded from Job reports by selecting the included/exclude toggle button.

SDF File

Import an SDF (Surface Data File) file (PosiTector RTR 3D Advanced instruments only). Imported SDF files will appear in the Batch list.

Note:

PosiSoft Desktop supports SDF files that were generated from PosiTector RTR 3D Advanced instruments only.

Prompted Batch Templates

To import a Prompted Batch Template previously created in PosiSoft Desktop, select Prompted Batch Template in the Import Menu.

Navigate to the location where the exported .db file has been stored. Select the file and click Open to import the template.

The Prompted Batch Template will now be available within the Prompted Batch Template list. To view the Prompted Batch Template list select Prompted Batch Templates from the Edit menu.

Export

Batches as CSV

Export single/multiple batches to a comma separated values (CSV) file. This file can be opened in any compatible application including spreadsheets and databases. This is an ideal solution for including measurement data in your own custom reports that are generated outside of PosiSoft Desktop.

Selecting Batches for CSV Export

Select desired batches in the "All Batches" table (hold the Shift key to select multiple batches).

Press the button to add the highlighted batches to the "Selected Batches" list. The highlighted batches will also remain in the "All Batches" list.

To remove Batches from the "Selected Batches" list, highlight them and press the button.

Press the button when complete. Select a location and name for the export file and click.

Batches

Export individual/multiple batches from PosiSoft Desktop. The exported backup file can only be opened in PosiSoft Desktop.

Select desired batches in the "All Batches" table (hold the Shift key to select multiple batches).

Press the button to add the highlighted batches to the "Selected Batches" list. The highlighted batches will also remain in the "All Batches" list.

To remove Batches from the "Selected Batches" list, highlight them and press the button.

Press the button when complete. Select a location and name for the backup and click .

All Data and Settings

Provides a complete Export of all Jobs, measurement data (notes, images), report settings, templates, and batch templates. Ideal for performing periodic backups of your PosiSoft data or to transfer all PosiSoft data for use on another computer.

Jobs

Export Jobs to share with other installations of PosiSoft Desktop. Select Jobs to export in the All Jobs table (hold the Shift key to select multiple jobs) and then press Ok.

Report Templates

Templates are stored locally and can sync with posisoft.net. They may be exported to share with other installations of PosiSoft Desktop. Select Report Template to export in the Export Report Template drop-down box and then select Ok.

Prompted Batch Templates

Export Prompted Batch Templates to share with other installations (users) of PosiSoft Desktop.

With the PosiTector 6000 connected to PosiSoft Desktop and powered on, select desired Prompted Batch Templates to export in the All Templates table (hold the Shift key to select multiple batches), select to add the highlighted template to Selected Batches then press Ok.

To remove templates from the Selected Batches list, highlight them and press the button.

Prompted Batch Template to Gage

Export Prompted Batch Templates to your PosiTector Advanced gage.

Note:

Prompted Batch Templates is compatible with PosiTector Advanced gages (serial number 784,000+) with a connected PosiTector 6000 coating thickness probe. Prompted Batch Templates do not work with other PosiTector probes.

PosiTector DPM Monitor

PosiTector DPM Monitor feature allows continuous monitoring of one or more dew point meters in a centralized location. Graphs allow you to spot climatic trends and cycles quickly.

The PosiTector DPM Monitor pulls data from PosiSoft.net once every minute.

Probe Name

Assign a name associated with a specific probe (IE. DeFelsko Office)

Time period

Select a time frame to view

Charting

Select which parameters are included in the chart using check boxes

Min/Max

Scroll over a Min or Max value and the pop-up tool will display the time at which the value was recorded

Note:

PosiTector DPM gages must be set up to synchronize datasets with PosiSoft.net (internet connection required). For best results, Auto Sync .net should be enabled in the gage.

If the PosiTector DPM Monitor is not showing your recently recorded readings, check to ensure that the time is properly set on your PosiTector gage.

Gage Updates

PosiSoft Desktop allows PosiTector and PosiTest AT-A instruments to communicate with our online update server to ensure they are kept up-to-date with the latest features. When connected via USB, select Gage -> Updates from the instrument's menu. See Gage Software Updates for more information.

PosiSoft Desktop replaces the need for the legacy PosiSoft Desktop Manager utility.

Configure Menu

Language

Multi-lingual support (English, Spanish, Chinese, French, German, Japanese and Korean). Once your language preference has been selected, PosiSoft Desktop will automatically close and reopen.

System Requirements

PC

PosiSoft™ Desktop for Windows

Supports Windows 10/11 operating systems

Mac

PosiSoft™ Desktop for Macintosh supports OSX

Supports macOS Catalina (version 10.15) and greater

Licenses

This DeFelsko Product includes software code developed by third parties, including code subject to the the GNU Lesser General Public License. All included libraries and licenses for these libraries are included in the libs directory under the application's installation directory (on Windows) or in the Java/posisoft_lib directory in the application bundle (on OS X). As applicable, the terms of the LGPL and information on obtaining access to the LGPL code for this product are available at www.defelsko.com/terms