Account Settings

Account settings let you configure the parameters that drive steam analytics, cost calculations, and platform behavior for your organization. Settings are configured at the customer account level and apply across all assets in your account.

To reach account settings in Shoplogix IMS: open the Options menu (gear icon), select Management, then select Customer Management. Changes require the Customer Admin role or above.

Keep this information current — several fields here (Cost of Steam in particular) feed directly into the savings figures shown in your quarterly reporting.

General Settings

Setting	Description
Site Name	Your organization's display name in Insights
Fiscal Year Start	The month and day your fiscal year begins (MM-DD format, e.g., 07-01 for July 1). Used in financial reporting and cost analytics summaries.

Steam Trap Settings

These settings apply to all steam trap analytics and cost calculations in your account.

Cost of Steam

Cost of steam (USD per 1,000 lbs) is the single most impactful input for the cost analytics engine. Set this to your facility's actual steam cost to get meaningful dollar values on potential savings.

The default value ($10 / 1,000 lbs) is a starting estimate — contact your energy manager or utilities department for your actual rate.

Boiler Efficiency

Your boiler efficiency percentage (0–100%) is used to calculate how much fuel is consumed to generate the steam that is being lost through failed traps. A higher boiler efficiency means less fuel wasted per unit of steam loss.

Typical values range from 75%–92%. Check your boiler nameplate or energy reports for your actual figure.

Manual Inspection Interval

How frequently your team manually inspects steam traps (without sensor data). This is used as a baseline comparison for calculating the detection lead time benefit of continuous monitoring.

Available intervals:

Option	Days
Monthly	~30
Quarterly	~90
Twice per year	~180
Annually	365
Every 18 months	~540
Every two years	~730
Every four years	~1,460

Seasonal Operation

If your steam system only operates during part of the year (e.g., a heating system that runs October through April), you can configure seasonal operation:

• Enable seasonal operation — toggle on to define a season
• Season start date — the date the system comes online each year (MM-DD format)
• Season end date — the date the system shuts down each year (MM-DD format)

When seasonal mode is enabled, traps configured with the Seasonal operation type only generate Unexpected Cold events within this window. See Unexpected Cold Events for how this interacts with trap-level operation type.

Mute Unexpected Cold Alerts

The Mute Unexpected Cold Alerts toggle suppresses Unexpected Cold notifications across all traps in the account. Use this for planned shutdowns or during commissioning when alert noise would be counterproductive.

note

This is distinct from a Customer Steam Shutdown declaration, which is time-bounded and tracked in the event history. Muting via this toggle has no end date — remember to re-enable when normal operations resume.

Customer Steam Shutdown

The Customer Steam Shutdown flag (isSteamShutdown) marks your entire steam system as intentionally offline. While this flag is active, Unexpected Cold event creation is suppressed for all traps. Unlike the mute toggle, this flag is explicitly designed to be toggled around planned shutdown windows and is visible in your account's audit history.

Set and clear this flag via the Insights UI or via PUT /v2020-07/customers/{id} in the API.

Machine Health Settings

Vibration Axis Labels

By default, vibration spectra are labeled with the generic axis names Axial, Radial, and Tangential. You can customize these labels per account to match the naming convention your team uses (for example, X / Y / Z or Horizontal / Vertical / Axial).

These labels appear in the spectral analysis view and machine detail charts. See Spectral Analysis & Waterfall Charts for details.

API Access

Account settings can be read and updated programmatically via:

GET  /v2020-07/customers/{customerId}
PUT  /v2020-07/customers/{customerId}

The Customer Admin role is required to update account settings. See API Credentials for authentication setup.