Process Vision Portal: Accessing uploaded documents

Process Vision Portal: Accessing uploaded documents

Scope

This document provides detailed instructions for accessing and downloading documents from the Process Vision Portal. It is intended to guide users through the following key tasks:

  1. Logging into the Portal: Step-by-step instructions for securely accessing the Process Vision Portal, including entering login credentials and resolving common login issues.

  2. Portal Navigation: Guidance on navigating the portal interface to locate and access the appropriate sections for document management.

  3. Viewing Documents: Instructions for accessing and reviewing a list of available documents organized by upload dates, including how to view relevant details associated with each file.

  4. Downloading Documents: A comprehensive guide to selecting and downloading individual or multiple files. This includes using checkboxes to choose documents and initiating the download process to save them to the user’s device.

  5. Uploading Document:  A guide to navigate adding documents to the selected location on the portal.

By adhering to this document, users will be able to efficiently log in, locate, upload and retrieve the necessary documents from the Process Vision Portal, ensuring a streamlined and effective workflow.

GENERAL INSTRUCTIONS

Info
Access to the portal will be granted exclusively through the Process Vision Administrator. For any access issues please contact Process Vision Support on support@processvision.com

Logging into the Portal

Log into the Process Vision Portal via the website : https://portal.processvision.com/home (See Figure 1)

Figure 1

Portal Navigation

  1. Select Locations from the left-hand menu to view the available sites and LineVu devices associated with your account. (See Figure 2)
  2. Locate the required site and use the arrow beside the site name to expand it. This displays the LineVu locations installed on the site.
  3. Select the required location thumbnail to open the page. This will display the full site information, including the country, model unit, and installation date.  
Figure 2

Viewing Documents

  1. Go to the Documents tab to access uploaded files from various dates.
  2. Use the checkbox beside the required document to select it.
  3. Once selected, you can use Download Selected to download the chosen document to your device. (See Figure 3)
Notes
 Selecting the filename of the document will automatically download the document to your device.
Figure 3

Uploading Document

  1. Select Upload a file and choose the document you want to upload from your device
  2. Enter a Description for the document.
    Select the appropriate Document Type:
    1. Location – For documents related to the site or location.
    2. Video – For documents associated with video content.
  3. Once the file and document details have been added, select Upload to add the document to the portal. 
Notes
Select Cancel if you do not want to continue with the upload.
Figure 4