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Tanks

Tanks represent physical fuel storage containers at customer locations in the LMI system. Each tank is associated with a ship-to location and can be connected to an IoT monitoring device that provides real-time fill level data. Tank monitoring drives delivery scheduling by identifying which tanks need filling based on their current levels.

Overview

A tank record contains:

  • Basic information - Name, external ID, status
  • Product details - Fuel type, product, vendor
  • Location - Ship-to location, address, coordinates
  • Monitoring data - Fill percentage, last reading, days to empty
  • Operational settings - Organization, unit, service area, resource group

Accessing Tanks

Navigate to Data Catalog → Tanks from the sidebar.

Screenshot: Tanks in the sidebar navigation - show the Data Catalog section expanded with Tanks highlighted

Tanks Views

The Tanks page offers two views for managing tank data: List View and Map View.

Screenshot: View toggle tabs - show the List/Map toggle in the header

List View

The default list view displays tanks in a searchable, filterable table.

Screenshot: Tanks list view - show the full page with the table populated with tanks

Table Columns

ColumnDescription
Tank IDTank identifier (click to view details)
ProductFuel type badge
VendorFuel vendor badge
Tank StatusOperational status (ACTIVE, SUSPECT, etc.)
Product MappedWhether product is mapped (✓/✗)
Tank MonitorConnected monitor device ID
Fill StatusColor-coded fill level category (click for trend)
VolumeCurrent volume in tank
Last ReadingDate/time of last monitor reading

Map View

The map view displays tanks geographically, with markers colored by fill status.

Screenshot: Tanks map view - show the map with colored markers for tanks

Map features:

  • Markers colored by fill status (red for MUST, yellow for SHOULD, etc.)
  • Click markers to see tank summary popup
  • Popup shows tank name, product, fill percentage, and last reading
  • “View Detail” button to open full tank details

Screenshot: Map popup - show a tank marker popup with summary info

Use the search box to find tanks by:

  • Tank name
  • Ship-to name
  • External ID

Search updates in real-time with a slight delay for performance.

Screenshot: Search functionality - show the search box with results

Filtering

Click the Filters button to filter tanks by multiple criteria.

Screenshot: Filter panel expanded - show all available filter options

FilterDescription
UnitsFilter by operational/dispatch unit
Service AreasFilter by geographic service area
DepartmentsFilter by resource group/department
Tank StatusFilter by operational status
Fill StatusFilter by fill level category

Saved Views

Save custom filter combinations for quick access to frequently used tank lists.

Screenshot: Saved views dropdown - show the dropdown with saved view options

Tank Status Values

Tank status indicates the operational state of the tank:

StatusDescription
ACTIVETank is operational and available for delivery
CALL INTank requires attention or follow-up
ON HOLDTank is temporarily on hold
NO FILLTank should not be filled
SUSPECTTank has suspected issues (sensor or equipment)
PICKUPTank is marked for pickup/removal

Fill Status

Fill status is automatically calculated based on the tank’s current fill percentage:

Fill StatusFill LevelPriorityBadge Color
MUST≤25%Critical - needs immediate fillRed
SHOULD26-40%High - should be filled soonOrange
COULD41-60%Medium - can be filled opportunisticallyYellow
GOOD>60%Low - well-stockedGreen

Screenshot: Fill status badges - show examples of each fill status color

Fill status drives delivery prioritization in operations planning.

Viewing Tank Details

Click on a Tank ID in the list (or “View Detail” from map popup) to open the detail panel.

Screenshot: Tank detail panel - show the full detail view

Tank Information

The detail panel displays:

  • Basic info - Tank name, external ID, status
  • Location - Ship-to location, full address
  • Customer - Associated customer and organization
  • Product details - Fuel type, product SKU, vendor
  • Monitor info - Tank monitor ID and connection status
  • Alerts - Any active alerts (e.g., SUSPECT)

Location Map

A small map shows the tank’s geographic location.

Screenshot: Tank location map in detail view

The detail panel shows recent orders for the product at this location.

Screenshot: Related orders section

Activity History

View activity history and tasks associated with the tank.

Screenshot: Activity history section

Tank Trend Chart

Click on a Fill Status badge in the list to view the tank’s historical fill data.

Screenshot: Tank trend chart - show the bar chart of historical readings

The trend chart displays:

  • Bar chart of fill percentages over time (last 100 readings)
  • Fill status changes over the period
  • Last reading date and value
  • Tank monitor device information
  • Associated orders for reference

Adding a New Tank

  1. Click the Actions button in the page header
  2. Select Add Tank
  3. Fill in the required fields
  4. Click Save to create the tank

Screenshot: Add tank action and form - show the create workflow

Editing a Tank

From the tank detail panel, click Edit to modify tank information.

Screenshot: Tank edit panel - show the full edit form

Form Fields

FieldRequiredDescription
IDAutoTank identifier (read-only after creation)
NameNoDisplay name for the tank
FuelYesFuel type (dropdown)
ProductYesProduct type (auto-populated based on fuel/vendor)
VendorNoFuel vendor/supplier
StatusYesOperational status (ACTIVE, ON HOLD, etc.)
Ship-ToNoAssociated delivery location (searchable)
Resource GroupNoDepartment/team assignment
OrganizationNoOrganization assignment
UnitNoOperational unit assignment
Tank MonitorNoConnected IoT monitor device (searchable)
Tank SizeNoTank capacity
NoteNoAdministrative notes

Screenshot: Tank edit form fields - show all form sections

Assigning a Tank Monitor

Use the Tank Monitor picker to connect the tank to an IoT monitoring device.

Screenshot: Tank monitor picker - show the searchable monitor selector

The picker searches available tank monitors by external ID and name.

Deleting a Tank

To delete a tank:

  1. Open the edit panel
  2. Click the Delete button
  3. Confirm the deletion

Tank Monitoring

Tanks connected to IoT monitors receive automatic fill level updates.

Monitor Data

MetricDescription
Fill PercentageCurrent fill level (0-100%)
VolumeCurrent volume in gallons
Available CapacityRemaining capacity
Daily UsageCalculated usage rate
Days to EmptyProjected time until empty
Average Daily UsageHistorical average consumption

Last Reading

The last reading shows:

  • Timestamp of most recent sensor update
  • Fill percentage at that time
  • Calculated fill status

Screenshot: Last reading display - show the reading info in detail view

Suspect Tanks

Tanks with suspected sensor or equipment issues can be flagged:

  1. Open tank details
  2. The system may automatically flag tanks as SUSPECT
  3. SUSPECT alert appears in the alerts section
  4. Investigate and resolve the issue
  5. Remove SUSPECT flag when resolved

Tank Relationships

Tanks connect to many other entities in LMI:

Tank
├── Customer (owner)
├── Ship-To Location (physical location)
│ └── Location (address data)
├── Product (fuel product)
├── Fuel (fuel type)
├── Vendor (supplier)
├── Tank Monitor (IoT device)
│ └── Readings (sensor data)
├── Organization
├── Resource Group (department)
├── Service Area
├── Unit (dispatch unit)
└── Orders (delivery history)

Relationship to Ship-To Locations

Each tank belongs to a ship-to location. Multiple tanks can exist at a single ship-to location (e.g., gasoline and diesel tanks at the same site).

Relationship to Tank Monitors

Tank monitors are IoT devices that provide:

  • Real-time fill level readings
  • Automatic status updates
  • Historical trend data

A tank can have one monitor assigned. The monitor provides the data used to calculate fill status and drive delivery scheduling.

Relationship to Orders

Tank fill history is tracked through orders. The detail view shows recent orders for the tank’s product at its location.

Best Practices

Tank Setup

  • Assign tanks to the correct ship-to location
  • Connect tank monitors for real-time visibility
  • Set appropriate fuel type, product, and vendor
  • Assign to correct organizational units for routing

Monitoring Management

  • Regularly verify tank monitors are reporting
  • Investigate tanks with stale readings (no recent updates)
  • Address SUSPECT tanks promptly
  • Use trend charts to identify unusual consumption patterns

Status Management

  • Keep tank status current (ACTIVE for operational tanks)
  • Use ON HOLD for temporary situations
  • Use NO FILL when tank should not receive deliveries
  • Mark PICKUP for tanks being removed

Fill Status Optimization

  • MUST tanks should be prioritized for immediate delivery
  • SHOULD tanks should be scheduled for upcoming routes
  • COULD tanks can be combined opportunistically
  • GOOD tanks typically don’t need attention

Troubleshooting

Tank not showing in list

  • Check if filters are excluding the tank (status, unit, service area)
  • Verify the tank exists and is not deleted
  • Clear all filters to see complete list
  • Use search to find by name or external ID

Tank monitor not updating

  • Verify the tank monitor device is operational
  • Check network connectivity at the tank location
  • Review last reading date to determine staleness
  • Contact support if monitor appears disconnected

Fill status not calculating

  • Ensure tank has a connected tank monitor
  • Verify the monitor is providing readings
  • Check that readings include fill percentage data

Tank not appearing on map

  • Verify the tank’s ship-to location has valid coordinates
  • Check that latitude and longitude are populated
  • Update the location address if coordinates are missing

Cannot edit tank

  • Verify you have appropriate permissions
  • Check that you are logged in to the correct company

Product dropdown not populating

  • Ensure fuel type is selected first
  • Verify products exist for the selected fuel/vendor combination
  • Check product configuration in the system