Technical training seminars are available through Rice Lake Weighing Systems.
Course descriptions and dates can be viewed at www.ricelake.com/training
or obtained by calling 715-234-9171 and asking for the training department.
Contents
About This Manual ................................................................................................................................... 1
Calibration data is
recorded on the PDA by
the technician
Calibration data is moved
from the PDA to the scale
dealer’s workstation.
The data is uploaded to
the CRS server and
processed by the system.
Completed certs are made
available to the customer
for download.
PDA
CRS-Link
(Dealer
Workstation)
CRS Website
End Users
Completed
Data,
Te s t We i gh t
Information
Data,
Te s t We i gh t
Information
Completed
Certs
Completed
Certs
Certs
This manual is intended for use by scale or lab
technicians responsible for installing and using
certificate retrieval systems (CRS).
Authorized distributors and their employees
can view or download this manual from the
Rice Lake Weighing Systems distributor
www.ricelake.com.
site at
1.0Introduction
Certificate Retrieval System (CRS) is a web-based documentation retrieval system that replaces the old
fashioned, time intensive, hands-on system of storing, finding, retrieving, and printing calibration certificates.
CRS enables your customers to retrieve and print their own calibration certificates in a secure, web-based
environment. Go to
CRS is designed to be the backbone of your certificate system, providing your company with an end-to-end
solution for recording calibration data, storing the data, and presenting the completed calibration certificates to
your customers. See Figure 1-1 for an overview of the CRS system.
www.CRScerts.com for the latest information.
Figure 1-1. CRS System Overview
Certificate Retrieval System User’s Guide - Introduction1
1.1System Requirements
1.1.1Web Browsers
The HTML produced by the CRS system is intended to be compliant with industry standards. Any non-standard
HTML rendered by the administration system or default template pack should be reported to
CRS.support@ricelake.com. Custom templates may not provide standardized HTML due to design restrictions
or customer requests. Whenever possible, CRS makes every attempt to produce HTML that is visually appealing,
functional in design, and compatible in all browsers.
When using the administration or the front-end section as an administrator, CRS recommends using Internet
Explorer 6 or 7. Mozilla 1.7 and Mozilla Firefox 1.0 have also been tested to work with these sections. The
system makes extensive use of advanced Dynamic HTML and JavaScript programming, so these features must
be enabled in your browser. Cookies are recommended but not required to use the administration sections.
Your customers may use any web browser, provided the browser supports the cascading style sheets Level 2
specification. The end user does not require cookies or JavaScript development, but cookies can enhance the
experience for your customers by allowing them to save their login information.
1. 1. 2C R S -L i n k
CRS-Link is a Windows desktop application and uses very little memory or hard drive space. The desktop
computer must have an internet connection to download data from the CRS server, and must meet the following
minimum prerequisites:
•Windows 98 Second Edition
•Internet Explorer 6
•Microsoft ActiveSync 4.5
•Windows Mobile Device Center
•Microsoft® .NET Compact Framework 3.5 and Microsoft .NET Framework
NOTE: Newer computers already have this installed.
2Certificate Retrieval System User’s Guide
2.0CRS Administration
There are a few key concepts to understand when
using a web-based application. A web-based
application allows users to access it from any internet
capable computer. With CRS this means it can be
accessed by any of your technicians, administrators or
customers from nearly any computer, wit hout the need
to load any special software locally (excluding the use
of the PDA application). However, web applications
work like web pages. This means that information is
only as recent as the last time the web page was
loaded. Leaving pages open for long periods of time
can be misleading so users are encouraged to finish
any data entry and save information in a timely
manner to avoid any problems.
Because it is a web application, CRS is also very
flexible and can be easily customized to fit in with
your website. Content of your choice can be added to
any and/or all of CRS web templates to provide
additional notes or links to your company resources.
2.1Common Administration Features
2.1.1The List View
The list view can be broken down into two areas:
records and the toolbar.
Records are the lines of information running in
columns and rows with the headers at the top of each
column. The list view can be sorted on any column
header. Just point to a column and click to sort.
The toolbar is comprised of a series of tasks. The SetItems Per Page displays how many records are
displayed on each page. The Search box allows you to
search for any string within the information currently
in the list view and display the results. This filters out
unwanted entries and is particularly useful with data
spread across multiple pages. The Show All button
will reset the list view to its original starting point.
2.2Configuring the System
In CRS there is some basic system and conf iguration
information that needs to be configured prior to initial
use. This includes information such as administrative
users, NIST numbers and weight kits. Such
information is necessary for smooth operation of your
certification system. For instance, you will need at
least one administrative user to be able to properly
maintain and control the system. Generally once you
have configured this information it shouldn't be
necessary to change it very often. Each section that
follows gives instructions on how to get your
certification system up and running.
To access the different pages, point to Admin on the
Navigation bar and select the page you want to work
with.
Figure 2-1. Admin Menu
2.2.1Units of Measure
The Unit of Measure page contains all the units of
measure that will be used by the system.
Figure 2-2. Unit of Measure Page
To add a unit of measure,
1. Select Units of Measure under Admin on the
navigation bar.
2. Click Add Weight Unit button.
3. Enter the unit of measure.
4. Click Save Unit of Measure button.
Do this for all units of measure to be used.
Figure 2-3. Add a Unit of Measure Page Weight
Certificate Retrieval System User’s Guide - CRS Administration3
2.2.2NIST Info
NIST numbers must be added to the system to help
identify weights for certification.
Figure 2-4. NIST Certificate Information Page
To add NIST certification,
1. Select NIST Info under Admin on the
navigation bar.
2. Click the Add NIST Cert button.
3. Enter the NIST Certificate Number,
Calibration Date and the Recal Date.
4. When finished click the Save NIST Cert
button.
NOTE: Saved NIST information cannot be edited.
Add each device class of the scale you will be testing
with the system.
Figure 2-7. Add a Device Class Page
2.2.4Weight Kits
Weight Kits come in individual weights or kits
containing multiple weights. These weights are
certified and are used for certification. It is very
important that these weights be accurate and can be
traced back to a NIST number.
Figure 2-8. Weight Kit Information Page
Figure 2-5. Add a NIST Certificate Page
2.2.3Device Classes
Device classes are used to setup the type of device
classes to be calibrated. Add each class you will be
using in the system.
Figure 2-6. Device Class Information Page
To add device class information,
1. Select Device Classes under Admin on the
navigation bar.
2. Click the Add Device Class button.
3. Enter the device class name.
4. When finished click the Save Device Class
button.
To add a single weight or a series of sequentially
numbered weights,
1. Select Weight Kits under Admin on the
navigation bar.
2. Click the Add Weight Kit button.
3. Enter in the information for the weight paying
particular attention to assigned truck, unit of
measure, weight value, NIST Number, and
weight serial number (or sequence of numbers
for a batch of weights).
4. When finished click the Save Weight Kit
button.
Figure 2-9. Add a Weight Kit Page
4Certificate Retrieval System User’s Guide
2.2.5Trucks
Test trucks are added to the system to support the
truck scale module, but can also be used by the
industrial module to group test weights.
Figure 2-10. Test Truck Information Page
To add a test truck to the system,
1. Select Trucks under Admin on the navigation
bar.
2. Click the Add Truck button.
3. Enter a description for the truck, and if you
are using the truck scale module, enter default
weight drops for high-capacity scales.
If the truck being entered is only to be used
for industrial scales, the test weight can be left
blank.
4. When finished click the Save Truck button.
Once the truck has been added to the system, weight
kits and individual weights can be assigned to the
truck.
2.2.6User Admin
An administrative user is one who has privileged
access to the system and is used for all backend
administration. You will need at least one
administrative user for backend/front-end
administration.
To add or edit administrative users,
1. Select User Admin under Admin on the
navigation bar.
2. Click the Add User button.
3. Enter user name and password.
NOTE: To increase the protection of your account, it
is recommended to use strong passwords when
accessing CRS.
A strong password is a password that is at
least eight characters long and uses characters
from three of the four following groups:
•Lowercase letters
•Uppercase letters
•Numbers (1,2,3)
•Symbols (@,$,&)
4. Enter contact information.
5. When finished click the Save User button.
Figure 2-11. Add a Test Truck Page
There is no traceability assigned to the truck. The
NIST traceability is still handled by individual
weights and kits. By assigning a weight to a truck, you
are providing a way to find the weight more easily on
the PDA. Motorized test carts should be added to the
system as a single weight.
Certificate Retrieval System User’s Guide - CRS Administration5
Figure 2-12. Add New Admin User Form
If you are updating a user,
1. Select the user and point and click the Edit
hyperlink.
2. Change information as needed
3. When finished click the Update User button.
Figure 2-13. Update User
It may also become necessary to remove users when
they are no longer allowed access to the system. If you
are deleting a user,
1. Select the user and point and click the Edit
hyperlink.
2. Click the Delete button.
Figure 2-14. Delete User
2.2.7Technicians
The CRS system needs to have technicians added to
the system so they will be downloaded to the PDA.
To add a technician,
1. Select Technicians under Admin on the
navigation bar.
2. Click the Add Technician button.
3. Enter contact information.
Select Active or Inactive for the Technician
Status.
4. When finished click the Save Technician
button.
Figure 2-15. Add a Technician Page
From this screen you can also edit existing
Technicians.
1. Select the technician and point and click the
Edit hyperlink.
Figure 2-16. Technician Information Page
2. Edit contact information.
3. When finished click the Update Technician
button
2.2.8Final Accuracy
Information added on this page is noted on the
certificate. Final accuracy notes if the scale is within
the customers required accuracy. Default answers are:
Yes, No, or Calibration Results.
1. Select Final Accuracy under Admin on the
navigation bar.
2. Click the Add Final Accuracy button.
3. Enter final accuracy name.
4. When finished click the Save Final Accuracy
button.
6Certificate Retrieval System User’s Guide
Figure 2-17. Final Accuracy Information Page
2.2.9Final Environmental Conditions
This is section is used on the PDA for a selection of
available types of environmental conditions.
Figure 2-18. Final Environmental Condition Info Page
1. Select Final Env. Conditions under Admin
on the navigation bar.
2. Click the Add Final Env. Conditions button.
3. Enter final conditions name.
4. When finished click the Save Final Env.Condition button.
2.2.10Final Results
The final results page is used on the PDA for the
calibration result of the test. These results can be
customized to your business model or terms.
Figure 2-20. Device Type Information Page
To add scale conditions,
1. Select Device Types under Admin on the
navigation bar.
1. Select the scale type and point and click the
Edit hyperlink.
2. Enter condition name.
3. When finished click the Add Condition
button.
Figure 2-19. Final Results Information Page
To add other results,
1. Select Final Results under Admin on the
navigation bar.
2. Click the Add Final Result button.
3. Enter final results name as you want it to
display on PDA.
4. When finished click the Save Final Results
button.
2.2.11Device Types
The device type information page has several different
device types:
•Balance
•Bench
•Floor
•Heavy Capacity
•Generic (with optional module)
Figure 2-21. Edit Device Type Page
Conditions you add for the different scale or device
types prompts the technician to note the condition of
the scale.
2.2.12Locations (Optional - Multi Location Version)
CRS allows for multiple dealer locations so the scales
needing certification can be kept separate.
Figure 2-22. Dealer Location Information Page
Certificate Retrieval System User’s Guide - CRS Administration7
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