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Onboarding checklist

Print this, tick the boxes

A one-page operational checklist for a new OpenSense site. Print it and tape it to the inside of the office door for the first 30 days.

Account

  • Account created at signup URL.
  • Magic-link login tested from the primary email.
  • Billing details entered (or trial confirmed).
  • VAT ID entered if EU business (for reverse-charge invoicing).
  • Backup email recipient added in Account → Recipients.

Site

  • Site created with a real name (Kava Bratislava — main).
  • Timezone set (Europe/Bratislava).
  • Vertical chosen (haccp / legionella / server-room / climate / energy).
  • Opening-hours window configured (used for out-of-hours alert escalation; optional).
  • Site photo or logo uploaded (used on the PDF cover).

Per device (× N)

  • Hardware unboxed and powered up.
  • Sensor placement chosen (warmest stored item, away from evaporator).
  • Photo taken of the installed sensor, uploaded to the device page.
  • Device added in OpenSense (+ ADD DEVICE).
  • Ingest URL pasted into the device's web UI.
  • First reading verified within 2 minutes.
  • Cadence confirmed (60 s for HACCP, 5–15 min for LoRaWAN, 30 s for door-event use cases).
  • Battery level recorded as a starting value.
  • Test alarm fired and cleared (see Week 0 of first 30 days).

Rules (per channel)

  • Operating range matches the vertical preset (or is intentionally narrower).
  • Grace period chosen (15 min default for HACCP).
  • Time-of-day windows for known defrost / disinfection cycles.
  • Severity escalation: who is notified after how long.

Notifications

  • Telegram bot linked and the test message received.
  • Email recipients added — primary, backup.
  • Optional: webhook to incident system tested.
  • Silence-window policy documented in operator notes.

Reports

  • First report rendered manually (POST /v1/reports).
  • Cover page reviewed for: site name, address, period, signature block.
  • Monthly subscription enabled (renders on the 1st at 02:00 site-local).
  • Recipients confirmed.

Compliance file (HACCP / Legionella)

  • First month's PDF saved to the compliance folder.
  • Migration cover sheet from paper logbook signed (if applicable).
  • Risk assessment / HACCP plan updated to reference OpenSense as the temperature-control monitoring system.
  • Insurance / inspector notified (optional but smart).

Hardware hygiene

  • Spare batteries in a known drawer (one per sensor type, minimum).
  • Spare sensor of each type in inventory if downtime > 1 day is unacceptable (small operators: skip; medium: 1 spare).
  • Cable / Velcro / thermal paste stock for re-mounts.

People

  • At least two staff trained on acknowledging an alarm.
  • At least one staff trained on rendering a PDF for an inspector.
  • Operator notes documented: "what to do when you get a Telegram that says ALARM".

After 30 days

  • Onboarding checklist returned to the OpenSense folder.
  • Replaced with a 12-month annual checklist (calibration, battery swaps, token rotation, sensor placement review).