Setting Up For The First Time?


A complete, start-to-finish onboarding workflow for new Stat Temp customers.

This guide walks new customers through every step of setting up their Stat Temp web portal, configuring their system for the first time, adding hardware, and ensuring reliable monitoring and reporting. Follow each step in order for the smoothest onboarding experience.

1. Request Your Stat Temp Tenant

If you haven’t set up your Stat Temp web portal yet, getting started is quick and easy.

You can request your free, customizable Stat Temp site in one of two ways:

Once your tenant is created, you’ll receive an email invitation with a link to access your new portal and set your password.

2. Complete the Tenant Setup Wizard (Required, One Time Only)

The Tenant Setup Wizard launches automatically when you log in for the first time.

Important: The wizard cannot be reopened once dismissed — complete it before navigating away.

Step 1: Launch the Wizard

  • Log in to your portal for the first time.
  • Click New Site Setup at the top of the dashboard.

Step 2: Choose Your Display Preferences

Customize how your site displays time, date, and temperature:

  • Date Format
  • Time Format (12-hour or 24-hour)
  • Time Zone
  • Temperature Unit (°F or °C)

Click Next.


Step 3: Set Default Sensor Configuration

These defaults apply automatically to every new sensor added to your site.

Configure:

  • Environment Policy (default)
  • Normal / Warning / Critical Log Intervals
  • Warning Notification (default)
  • Critical Notification (default)
  • Missed Check-In Notification (default)
  • Missed Check-Ins Prior to Alerting (3–10)

Click Next.


Step 4: Create User Groups (optional)

Groups help you organize departments, programs, or locations.

How to Create Groups in the Wizard

  1. Click Add a Group of Users

    Enter the group name

    Select which notifications should be created for the group:

    • Critical Excursions
    • Missed Check-Ins
    • Monitor Running on Battery
  2. Invite users into the group by entering their email addresses and assigning roles
  3. Click Save

When you assign notifications here, Stat Temp automatically:

  • Creates all selected notifications
  • Assigns the group to them
  • Ensures future group members automatically receive alerts

Click Save again to complete the wizard.

3. Add and Connect Your monitor

3a. Add a Monitor to your Portal

You must add your monitor to Stat Temp before it can begin recording readings. Follow the directions below to add your monitor.

  1. Click Monitors at the top of the Stat Temp website

    Click Create Monitor in the top-right corner

    In the Create Monitor panel:

    • Enter the Device ID (shown on the monitor screen)
    • Name the monitor
    • Select the appropriate time zone
    • Select the group (if applicable)
    • Toggle audible alarms ON if you want on-device alerts for Warning or Critical conditions
    • Select the power notifications you want assigned
  2. Click Save

Your monitor is now added and ready to be connected to WiFi.

3b. Connect the Monitor to Wi-Fi

To connect the monitor to your network:

  1. Download the app ESP BLE Prov

  2. Open the app

    Tap Provision Device

    Grant all requested permissions:

    • Camera (to scan the QR code)
    • Bluetooth (to pair with the monitor)
  3. Scan the QR code displayed on your monitor

  4. Tap Pair to connect via Bluetooth

    A list of available Wi-Fi networks will appear

    Select your network and enter the password

    • If hidden, tap Join Other Network
  5. Tap Provision
  6. When provisioning completes, tap OK
  7. The monitor automatically restarts and connects to the network.

First, it connects to your network, and bars indicate the connection status.

Then it flashes again after connecting to the cloud, and a cloud icon appears at the top right. Once connected, it takes its first reading. Until then, it displays “Scanning for sensors.”

If there are any issues connecting your Stat Temp monitor, please email Stattemp@gohcl.com

Your monitor is fully online. Complete the setup of any attached sensors.

4. Configure Sensors

When a sensor takes its first reading, it will automatically:

  • Appear on your dashboard
  • Inherit the group from its connected monitor
  • Adopt all default sensor configuration rules from System Settings

  • Use the default naming format:

    Monitor Name – Sensor Serial Number

How to Configure a Sensor

  1. Click Sensors at the top

    Find the sensor you want to configure

    Either:

    • Click the three-dot menu (⋮) → Edit, OR

    • Click the sensor → Edit in the top-right

      Click Sensor Configurations and update the following:

    • Name the sensor by clicking the pencil icon at the top of the page.
    • Select the correct Environment Policy
    • Confirm or adjust Log Frequencies
    • Assign your group-specific Critical Temperature, Warning Temperature, Humidity, and Missed Check-In notifications
  2. Click Save

Repeat for any additional sensors. Bulk Edit is available for large batches.

5. Assign Users to Your Notifications

It’s important to make sure your notifications are set up to notify the right people. Stat Temp includes several built-in notifications that most customers use immediately without any changes to behavior—your main task is to add the correct users or groups to them.

To assign users or groups to notifications:

  1. Click the gear icon in the top-right of your portal.

  2. Select Notifications.

    Choose the notification you want to edit.

    For each delivery method (email, SMS, phone), add the appropriate recipients. You can add:

    1. Users
    2. Contacts
    3. Groups
  3. Click Save.

Why this step matters

Until users or groups are added to the chain:

  • No alerts will be delivered
  • Events will still be created, but no one will be notified
  • Escalation will not occur

Assigning users is the most important first-time setup step and should be done before adding sensors or monitors to notifications.

6. (Optional) Assign Notifications to Sensors or Monitors

Most customers can begin using Stat Temp immediately without assigning additional notifications. Sensors automatically receive their default notifications, and the system will begin creating events as soon as conditions occur.

You only need to assign notifications manually if:

  • You created or cloned a new notification
  • You want to enable Warning Temperature/Humidity
  • You want to add monitor notifications (recommended, not required)
  • Your facility uses group-based alerting
  • You are customizing workflows beyond the defaults

To assign notifications:

  1. Click Sensors or Monitors at the top of the portal
  2. Select the device(s)
  3. Click Edit Selected
  4. Choose the notification for each event type
  5. Click Save

7. Create Additional Notifications (If Needed)

Most customers use the built-in notifications and only need to update recipients. However, you may want additional notifications if:

  • Different departments require different escalation paths
  • Some areas need shorter or longer delays
  • You need separate notifications for different groups
  • You want specialized behaviors (repeat frequency, auto-close, etc.)

You can either create a new notification or clone an existing one. When done creating new notifications, do not forget to assign them appropiately as outlined in the step above.

7A. Create a New Notification

Use this when you need a completely new alert with its own behavior.

To create a notification:

  1. Click the gear icon → Notifications.

    Click Create Notification.

    Complete the configuration, including:

    • Device type (sensor or monitor)
    • Event type
    • Notification delay
    • Acknowledgment or resolution settings
    • Repeat behavior
    • Message text
    • Notification chain (users, groups, schedules, escalation)
  2. Click Save.

You will assign this notification to devices afterward.

7B. Clone an Existing Notification

Cloning is ideal when only small changes are needed.

To clone a notification:

  1. Go to Notifications.
  2. Click the three-dot menu next to the notification you want to copy.
  3. Select Clone.
  4. Update the name, recipients, or settings as needed.
  5. Click Save.

Assign the newly cloned notification to devices afterward.

8. Set Up Scheduled Reports

Recommended for compliance, auditing, or daily monitoring.

How to Schedule a Report:

  1. Click the gear icon → Scheduled Reports
  2. Select Create a Scheduled Report
  3. Name the report
  4. Choose report type (any of the 8 available)
  5. Select sensors or groups
  6. Choose date range or dynamic range
  7. Set schedule (weekly or monthly)
  8. Choose delivery format (PDF, CSV, etc.)
  9. Assign recipients
  10. Save

Conclusion

Once you have completed these steps, your Stat Temp system is fully configured and ready for reliable monitoring. Your monitors and sensors will begin reporting automatically, your notifications will reach the appropriate users, and your reporting tools will support compliance and day-to-day operations.

As your facility grows or your workflows evolve, you can adjust notifications, add new users or groups, customize alert behaviors, or expand reporting—Stat Temp scales with your needs.

If you ever need assistance, the Stat Temp team is here to help ensure your monitoring environment remains accurate, dependable, and easy to manage.

Still need help? Contact Us Contact Us