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Procisely User Guide

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Procisely User Guide

How to create short URLs, generate QR codes for machine stickers, and manage redirects using Procisely.

What is Procisely?

Procisely is PSI’s URL shortener. It turns long URLs into short, branded links like procisely.com/S9820. The primary use case is QR code stickers on shipped machines — a customer scans the sticker and is taken directly to their machine’s portal page, documentation, or support form.

Key concepts:

  • Redirect — A short URL that sends visitors somewhere else. procisely.com/support redirects to progressivesurface.com/support.
  • Pattern Rule — An automatic rule that handles entire groups of slugs. The SPN rule routes any procisely.com/S#### to the asset portal without creating individual redirects.
  • Template — A shortcut for creating redirects. Pick “Asset Customer Portal”, enter a serial number, and the redirect is auto-created with the right destination.
  • Slug — The short part after procisely.com/. For procisely.com/S9820, the slug is S9820.

Accessing Procisely Admin

  1. Go to portal.progressivesurface.com (requires VPN or onsite network)
  2. Sign in with your PSI Microsoft account if prompted
  3. Click Procisely in the top navigation bar
  4. You’ll land on the Procisely Dashboard

Note: You must be connected to the PSI network (onsite or VPN) to access the admin interface. The redirect engine at procisely.com is publicly accessible — that’s by design.

Dashboard

The dashboard shows:

  • Stats — Total links, active links, total clicks, categories in use
  • Default Behavior — How procisely.com handles bare URLs, unknown slugs, and inactive redirects (e.g., procisely.com → www.progressivesurface.com)
  • Active Pattern Rules — Automatic routing rules currently in effect, with descriptions, regex patterns, and worked examples
  • Recent Activity — The last 10 modified redirects
  • Navigation Cards — Quick access to all Procisely features

Creating a Redirect

The fastest way to create a redirect for a machine:

  1. Go to Redirects > click New Redirect
  2. Choose From Template mode
  3. Select “Asset Customer Portal” from the template dropdown
  4. Enter the serial number (e.g., S9820)
  5. The slug and destination auto-fill based on the template
  6. Click Save
  7. Done — procisely.com/S9820 now redirects to the asset portal

Custom Redirect

For non-standard links (campaigns, internal tools, etc.):

  1. Go to Redirects > click New Redirect (or navigate to /procisely/redirects/new)
  2. Choose Custom mode
  3. Enter:
    • Slug — The short URL path (e.g., spring2026). Letters, numbers, and hyphens only.
    • Destination URL — Where it should redirect to (e.g., https://progressivesurface.com/promotions/spring-2026)
    • Category — Choose: asset, support, campaign, internal, or custom
    • Label — A human-readable description (optional but helpful)
  4. The preview shows what the full URL will look like
  5. Click Save

From Template

  1. Go to Redirects > New Redirect
  2. Choose From Template mode
  3. Select a template
  4. Enter the variable value (usually a serial number)
  5. The slug and destination auto-fill based on the template
  6. Click Save

Managing Redirects

Redirect List

Go to Redirects to see all existing redirects. You can:

  • Search — Type in the search box to find redirects by slug, label, or destination
  • Filter — Use the Category dropdown and Active/Inactive toggle
  • Sort — Click any column header to sort
  • Toggle Active/Inactive — Click the status toggle on any row to enable or disable a redirect
  • Edit — Click a redirect row to open the editor
  • Delete — Click the delete button on a row (with confirmation)
  • Export — Click “Export CSV” to download the current filtered view

Bulk Operations

Select multiple redirects using the checkboxes, then use the bulk action buttons to activate, deactivate, or delete them all at once.

Bulk Import (Onboarding New Machines)

When shipping a batch of machines, you can create all their redirects and QR codes in one step.

  1. Go to Bulk Import
  2. Select the Template Import tab
  3. Choose a template (e.g., “Asset Customer Portal”)
  4. Enter serial numbers — one per line or comma-separated: 
    S9820
S9821
S9822
S9823
  5. Preview shows what will be created
  6. Click Import
  7. After import, click Download QR Codes to get a ZIP file of all QR code images

CSV Import

  1. Go to Bulk Import
  2. Select the CSV tab
  3. Upload a CSV file with columns: slug, destination, category, label
  4. Map columns if needed
  5. Preview and import

QR Code Generation

Single QR Code

  1. Go to QR Generator (or click the QR icon on any redirect)
  2. Select a redirect
  3. Configure:
    • Size — 128px to 2048px (use 512px+ for print)
    • Format — PNG (for print) or SVG (for web/scaling)
    • Logo — Toggle PSI logo overlay in the center
  4. Click Download

Batch QR Codes

  1. Go to QR Generator
  2. Select multiple redirects using checkboxes
  3. Configure size/format/logo
  4. Click Download ZIP — you get a ZIP file with one QR image per redirect

Assets covered by a Pattern Rule

The redirect list only shows redirect records. Pattern rules deliberately have none — that’s the point of them — so their assets won’t appear above.

Use the “From a pattern rule” panel instead:

  1. Go to QR Generator
  2. In the panel, pick the rule (e.g. TAG maintenance request)
  3. Type or paste the values — one per line, or paste a spreadsheet column
  4. Each slug is checked against the rule and its destination shown. Anything that wouldn’t route is flagged and excluded — better caught here than by someone standing at a broken machine
  5. Click Print stickers for a ready-to-cut PDF, four per Letter sheet

Machine names and numbers come from TAG automatically, so the captions match the system of record rather than whatever gets retyped at the printer. The bold line is editable and defaults to “Scan to report a problem”.

If you’d rather feed the codes into the QR download options instead, Or add to the selection above puts them in the normal selection.

Don't create redirect records just to print a sticker

If an asset is already covered by a pattern rule, adding a redirect record for it is redundant clutter — and the record would override the rule. Use this panel.

Getting a QR code straight from a URL

You don’t need the admin at all. The public engine serves codes by URL:

https://procisely.com/qr/EQ-1168              PNG
https://procisely.com/qr/EQ-1168?size=1024    larger
https://procisely.com/qr/EQ-1168?format=svg   vector, for label stock

Add caption text above and below to make it a printable sticker:

https://procisely.com/qr/EQ-1168?top=Scan+to+report+a+problem&bottom=CNC+Waterjet+%C2%B7+1168

Because it’s just a URL, it works anywhere an image does — a Word document, a label template, an <img> tag, or an attachment on an asset record in TAG. Nothing to re-upload when something changes.

Two things to know: captions force SVG output (they’re composed as SVG), and this route carries no PSI logo — use the admin generator when you want branding.

SettingRecommended Value
Size512px or larger
FormatPNG
Error CorrectionLevel H (30%) — enabled automatically when logo is on
DPI300 minimum for a 1” sticker
LogoOn — adds PSI branding and increases error correction

Pattern Rules

Pattern rules automatically handle groups of slugs without creating individual redirect records.

Example: The default SPN pattern rule ^S\d{4}$ matches any slug that starts with S followed by 4 digits. This means procisely.com/S9820, procisely.com/S1234, procisely.com/S0001 all redirect to the asset portal automatically.

Managing Pattern Rules

  1. Go to Pattern Rules
  2. Rules are listed in priority order — first match wins
  3. Create — Click “New Rule”, enter a name, regex pattern, destination template, and category
  4. Test — Use the live tester to enter sample slugs and see if they match
  5. Reorder — Use the up/down arrows to change priority (lower number = higher priority)
  6. Disable — Toggle a rule off without deleting it

Destination variables — only three, and they are not the Template ones

The redirect engine substitutes exactly these in a pattern rule’s destination template:

VariableBecomes
{slug}The whole incoming slug
{match:N}Capture group N of the regex. {match:0} is the full match, {match:1} the first group
{segment:N}Path segment N of the slug, 0-indexed

Anything else is left in the URL as literal text. {1} and named groups like {serial} are not substituted — a rule using them produces a broken redirect that only shows up when someone scans a QR code.

Pattern rules and Templates use different variables

Templates are creation-time and use {serial} (plus {value}, {asset}, {tag}). Pattern rules are runtime and use {match:N}. The two look similar and are not interchangeable.

Real example — the TAG maintenance request rule matches ^eq-(\d+)$ and its destination is https://request.procisely.com/?equipment={match:1}. Written as {1}, every scan would land on “machine not recognised”.

Slugs are lowercased before matching, though patterns are compiled case-insensitively — so ^eq-(\d+)$ matches a sticker printed EQ-1168.

How Pattern Rules Interact with Redirects

If both a pattern rule and an explicit redirect exist for the same slug, the explicit redirect always wins. This lets you set up a general rule for all SPNs but override specific machines with custom destinations.

Templates

Templates are shortcuts for creating redirects. They define the slug format and destination pattern so you only need to enter one value (usually a serial number).

Default Templates

TemplateYou EnterCreates
Asset Customer PortalSerial (e.g., S9820)procisely.com/S9820 → portal asset page
Recalibration RequestSerialprocisely.com/recal-S9820 → recalibration form
Documentation LibrarySerialprocisely.com/docs-S9820 → machine docs
Campaign Landing Page(custom slug)Any slug → any URL
Internal Tool Link(custom slug)Any slug → any URL

Creating Custom Templates

  1. Go to Templates
  2. Click New Template
  3. Enter:
    • Name — Display name (e.g., “Warranty Registration”)
    • Slug Pattern — How the slug is formed. Use {serial} as a placeholder (e.g., warranty-{serial})
    • Destination Pattern — Where it redirects. Use {serial} for the variable part (e.g., https://portal.progressivesurface.com/warranty?asset={serial})
    • Default Category — auto-assigned when using this template
  4. Test with a sample serial to preview the result
  5. Save

Analytics

Go to Analytics to see redirect usage data.

  • Click Timeline — Bar chart showing daily clicks over the selected date range
  • Top Redirects — The 20 most-clicked redirects
  • Category Breakdown — Click distribution across categories (asset, support, campaign, etc.)
  • Date Range — Use the quick-select buttons (7d, 14d, 30d, 90d) or set custom dates

Common Workflows

Ship a New Machine

  1. Redirects > New Redirect > From Template > “Asset Customer Portal” > enter serial > Save
  2. QR Generator > select the new redirect > Download PNG with logo
  3. Print sticker, affix to machine

Ship a Batch of Machines

  1. Bulk Import > Template Import > “Asset Customer Portal”
  2. Paste serial numbers
  3. Import > Download QR Codes ZIP
  4. Print all stickers
  1. Redirects > New > Custom mode
  2. Slug: spring2026, Destination: your landing page URL, Category: campaign
  3. Save
  4. Share procisely.com/spring2026 in marketing materials

Create an Internal Shortcut

  1. Redirects > New > Custom mode
  2. Slug: wiki, Destination: https://wiki.progressivesurface.com, Category: internal
  3. Save
  4. Share procisely.com/wiki with the team

Decommission a Machine

  1. Redirects > find the machine’s redirect > toggle to Inactive
  2. The QR sticker will now redirect to a “link inactive” page instead of 404

Troubleshooting

“I created a redirect but it’s not working”

  • Check that the redirect is Active (green dot in the list)
  • Check for typos in the slug — slugs are case-insensitive (S9820 and s9820 are the same)
  • If using a pattern rule, test it with the live tester on the Pattern Rules page
  • Allow a few seconds for DNS/caching if you just created it

“The QR code scans but goes to the wrong page”

  • Check the destination URL in the redirect editor
  • If using a pattern rule, an explicit redirect may be overriding it (explicit always wins)
  • Check if there’s a typo in the destination URL

“I can’t access the admin interface”

  • You must be on the PSI network (onsite or VPN)
  • Sign in with your PSI Microsoft account
  • Contact IT if you get a 403 (you may need the Procisely.Admin role)

“How do I know if a QR sticker is being scanned?”

  • Go to Analytics — click data appears within seconds of a scan
  • You can also check the click count on any individual redirect in the list

Technical Details

For developers and IT staff, see the full technical documentation:

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