Welcome to the RevesCMS v3 portal — a coolant management system designed to help you track customers, machines, fluid health audits, and generate analytical reports. This manual walks you through every feature of the portal with step-by-step instructions and screenshots.

When you open the portal URL, you will be presented with the login screen. Enter your credentials to access the portal.

Fig 1.1 — Portal Login Screen

After logging in, you land on the Dashboard. It gives you a real-time summary of your entire operation at a glance.

What you can see on the Dashboard:

Fig 2.1 — Dashboard Summary Cards

Fig 2.2 — Dashboard Analytics Charts

The Customers module lets you manage all your customer accounts — including their contact details and organisational information.

3.1 Viewing Customers

Fig 3.1 — Customers List View

3.2 Adding a Customer

Fig 3.2 — Add Customer Modal

3.3 Editing a Customer

3.4 Deleting a Customer

The Machines module tracks all coolant-using machines registered under your customers.

4.1 Viewing Machines

Fig 4.1 — Machines List View

4.2 Adding a Machine

Fig 4.2 — Add Machine Modal

4.3 Editing a Machine

The Audits module is the core of RevesCMS. Every coolant health check performed on a machine is logged here as an audit entry.

5.1 Viewing Audits

Fig 5.1 — Audits List View

5.2 Logging an Audit

Fig 5.2 — Log Audit Modal

5.3 Audit Fields Reference

The Reports module lets you generate tailored data extracts and download them as Excel (.xlsx) or PDF files.

6.1 Report Types

Fig 6.1 — Reports Filter Panel

Fig 6.2 — Report Preview Table with Export Options

6.2 Exporting Reports

Access to modules is controlled by roles assigned to each user account. Your current roles are displayed in the sidebar at the bottom left.

RevesCMS v3 supports both Dark Mode and Light Mode.

The Onsite Visit Log module (accessible to users with the audit role) allows you to log and track detailed coolant cleaning, filtration, and maintenance activity performed onsite using a structured 9-step SOP wizard.

9.1 Logging a New Onsite Visit

9.2 Filtering and Searching Log Entries

You can filter the logs table at any time using the search control bar located above the data table:

• Select a Customer to filter logs.
• After selecting a customer, the Machine dropdown activates so you can narrow down logs to a specific machine.
• Provide Start and End Dates to restrict logs to a specific timeframe. Click "Clear" to reset the filters.

9.3 Row Actions (View, Edit, Print)

Each entry in the table has three distinct actions:

• 👁 View: Opens the wizard modal in read-only mode. You can navigate through all steps of the logged SOP, but cannot make edits.
• ✎ Edit: Re-opens the wizard form in editable mode to update and resubmit the logged values.
• 🖨 Print: Generates a clean, print-ready document mimicking the official SOP CMS DATA sheet. Perfect for printing to a physical printer or saving as a PDF file.