Asset Families - Revision history

Jgreco at 18:35, 5 November 2021

2021-11-05T18:35:28Z

Jgullickson: /* Summary */

2020-01-31T17:02:25Z

Summary

Jgullickson at 15:18, 10 July 2019

2019-07-10T15:18:20Z

Jgullickson: /* Setting Up Asset Families */

2018-07-20T15:01:38Z

Setting Up Asset Families

Tdames: /* Summary */

2017-06-28T18:52:28Z

Summary

Jwolbert at 03:27, 21 June 2016

2016-06-21T03:27:10Z

Jwolbert at 18:52, 12 May 2016

2016-05-12T18:52:31Z

Jwolbert at 18:40, 12 May 2016

2016-05-12T18:40:12Z

Jwolbert: /* Summary */

2016-05-11T19:01:32Z

Summary

Jwolbert: /* Mapping Tanks/Racks */

2016-05-11T18:35:41Z

Mapping Tanks/Racks

@@ Line 6: / Line 6: @@
 == Summary==
-TrackAbout uses two main hierarchical structures to manage your products
+TrackAbout uses two main hierarchical structures to manage your products:
-#[[Adding Asset Classifications and Product Codes|Asset Classification]], are uses to manage products for inventory and reporting purposes.
+#[[Adding Asset Classifications and Product Codes|Asset Classification]], are used to manage products for inventory and reporting purposes.
 # Asset Collections and Asset Families are the second structure.  These are used to create unique workflows and rules for particular groups of products.
-This hierarchical structure includes
+This hierarchical structure includes:
 *Asset Families
 *Asset Family Collections
 *Asset Family Collection Reclassification Groups
-Asset Families, Asset Collections and Asset Family Collection Reclassification Groups provide a way to structure business rules that apply to
+Asset Families, Asset Collections and Asset Family Collection Reclassification Groups provide a way to structure business rules that apply to:
 *Registration
 *Filling
@@ Line 30: / Line 30: @@
 '''Asset Family Collections''' - An Asset Family Collection is a grouping of compatible Asset Families that have been grouped together to form a collective unit.  Collections need to be in place before Asset Families can be created and assigned to collections.
-You will be able to reference and/or filter this Asset Family Collection on certain reports. <br>
+You will be able to reference and/or filter this Asset Family Collection on certain reports. <br />
-Additionally, when conducting a fill (or sort), Trackabout checks that assets are in compatible asset families before we allow them to be filled together. Compatible asset families mean that the asset families belong to the same collection.
+Additionally, when conducting a fill (or sort), TrackAbout checks that assets are in compatible asset families before we allow them to be filled together. Compatible asset families mean that the asset families belong to the same collection.
 ==Asset Families==
-An Asset Family provides different kinds of utility depends on how they are set up in TrackAbout.
+An Asset Family provides different kinds of utility depending on how they are set up in TrackAbout.
-. Asset Families enhance your search capability from the traditional Category, Group and Type asset search.  Individual Asset Types or Product Codes can be grouped together to form an Asset Family.  The Asset Family can then be chosen in a drop down list to filter a search in a particular report and limit the results to just the assets in a given Asset Family.
+. Asset Families enhance your search capability from the traditional Category, Group and Type asset search. Individual Asset Types or Product Codes can be grouped together to form an Asset Family. The Asset Family can then be chosen in a drop down list to filter a search in a particular report and limit the results to just the assets in a given Asset Family.
-. Asset Families can be developed for the application of '''business rules'''.  Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.
+. Asset Families can be developed for the application of '''business rules'''. Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.
 == Asset Family Reclassification Groups ==
-This is an optional feature of Asset Families
+This is an optional feature of Asset Families.
-Refer to [[Reducing_Client_Collisions_using_Asset_Family_Collection_Reclassification_Groups]]for more information about Reclassification Groups and how they aid in reducing collisions.
+Refer to [[Reducing_Client_Collisions_using_Asset_Family_Collection_Reclassification_Groups]] for more information about Reclassification Groups and how they aid in reducing collisions.
 == Setting Up Asset Family Collections ==
-Asset Family Collections can be found under '''Trackabout Config''' in the Trackabout Menu.
+Asset Family Collections can be found under '''TrackAbout Config''' in the TrackAbout Menu.
 [[File:Asset Family Collections.jpg|350px]]
@@ Line 71: / Line 71: @@
 *'''Require Label Printing Before Closing Ramp Lot''':  When set to yes/true, you will not be allowed to close a ramp lot if Lot Labels have not yet been printed. When set to false, the lot can be closed automatically.
-*'''Requires Product Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
+*'''Requires Product Lot (Y/N)''': When true, the asset family will always create a product lot for fills. When false, a product lot will not be created.
 *'''Requires Ramp Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
@@ Line 81: / Line 81: @@
 *'''Number of Assets to Analyze (Quantity)''': When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.
-*'''Require Serial Number''' - Specifies if serial number is required for a given asset family when scanning assets (including bundles and packs) on the handheld
+*'''Require Serial Number''' - Specifies if a serial number is required for a given asset family when scanning assets (including bundles and packs) on the handheld
-*'''Require 1:1 Full/Empty Product Code Mappings''' - When set true, all product codes in the asset family must have 1:1 full/empty mappings.
+*'''Require 1:1 Full/Empty Product Code Mappings''' - When set to true, all product codes in the asset family must have 1:1 full/empty mappings.
 *'''Is Fully Tracked''' - When true, not-scanned assets with product codes in this asset family cannot be added to some actions.
@@ Line 95: / Line 95: @@
 == Deleting Asset Families ==
-#Go to Asset Families, on the PCT menu under Trackabout Config.
+#Go to Asset Families, on the PCT menu under TrackAbout Config.
-#Locate the Asset family to be deleted.
+#Locate the Asset Family to be deleted.
 #Click Edit and confirm there are no Asset Classifications associated with the Asset Family
 #Navigate back to the Asset Families page, and click Delete to the right of the relevant Asset Family.
@@ Line 103: / Line 103: @@
 == Additional Set Up ==
-Once your Asset Families have been established, they can be used in coordination with other Trackabout Features.
+Once your Asset Families have been established, they can be used in coordination with other TrackAbout Features.
 === Mapping Valve Types ===
 Associate Valve Types with Asset Families to ensure operators are only allowed to use Valves for particular Products.
-Through the Trackabout Menu choose '''List Valve Types''' under '''Trackabout Config'''.
+Through the TrackAbout Menu choose '''List Valve Types''' under '''TrackAbout Config'''.
 [[File:ListValveTypes.jpg|350px]]
@@ Line 116: / Line 116: @@
 [[File:AddNewValveType.jpg|350px]]
-Once you have named the valve and saved the Valve Type.  You can now Assign Asset Families to that valve type.
+Once you have named the valve and saved the Valve Type you can assign Asset Families to that valve type.
 [[File:AddValveAssetFamily.jpg|350px]]
@@ Line 122: / Line 122: @@
 === Mapping Tanks/Racks ===
-TrackAbout provides a feature to control Filling rules based on [[Filling#Filling_with_Racks|Tanks/Racks]].  If using this feature, Asset Families are assigned to Racks (also called Filling Manifolds) and only the assigned products are eligble for filling on the associated Rack.
+TrackAbout provides a feature to control Filling rules based on [[Filling#Filling_with_Racks|Tanks/Racks]].  If using this feature, Asset Families are assigned to Racks (also called Filling Manifolds) and only the assigned products are eligible for filling on the associated Rack.
 '''Note''' This feature is only available for clients using the TAMobile6 software platform. If you do not know if your organization is using TAMobile6 please contact [http://MAILTO:support@trackabout.com Trackabout Support].

@@ Line 6: / Line 6: @@
 == Summary==
-In addition to [[Adding Asset Classifications and Product Codes|Asset Classification]], TrackAbout provides another kind of structure for grouping Product Codes.  This structure is based around the concept of an Asset Family and includes
+TrackAbout uses two main hierarchical structures to manage your products
 *Asset Families
 *Asset Family Collections
 *Asset Family Collection Reclassification Groups
-Families and Collections and Reclassification Groups provide a way to structure business rules that apply to
+Asset Families, Asset Collections and Asset Family Collection Reclassification Groups provide a way to structure business rules that apply to
 *Filling
 *Reclassification

← Older revision		Revision as of 15:18, 10 July 2019
Line 37:		Line 37:

	2. Asset Families can be developed for the application of '''business rules'''. Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.		2. Asset Families can be developed for the application of '''business rules'''. Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.
		+
		+	== Asset Family Reclassification Groups ==
		+	This is an optional feature of Asset Families
		+
		+	Refer to [[Reducing_Client_Collisions_using_Asset_Family_Collection_Reclassification_Groups]]for more information about Reclassification Groups and how they aid in reducing collisions.

	== Setting Up Asset Family Collections ==		== Setting Up Asset Family Collections ==

@@ Line 60: / Line 60: @@
 '''Samples of Custom Rules which apply to Asset Families:''' (These are Custom Info Types)
-•	'''Require Label Printing Before Closing Ramp Lot''':  When set to yes/true, you will not be allowed to close a ramp lot if Lot Labels have not yet been printed. When set to false, the lot can be closed automatically.
+*'''Require Label Printing Before Closing Ramp Lot''':  When set to yes/true, you will not be allowed to close a ramp lot if Lot Labels have not yet been printed. When set to false, the lot can be closed automatically.
-•	'''Requires Product Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
+*'''Requires Product Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
-•	'''Requires Ramp Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
+*'''Requires Ramp Lot (Y/N)''': When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.
-•	'''Skip Analysis After Fill (Y/N)''': When true, assets that are filled go immediately to a "Full" use state, rather than going to "Ready for Analysis".  The resulting states can be customized.
+*'''Skip Analysis After Fill (Y/N)''': When true, assets that are filled go immediately to a "Full" use state, rather than going to "Ready for Analysis".  The resulting states can be customized.
-•	'''Require Analysis Before Closing Ramp (Y/N)''': When true, assets in a lot must have an Analysis record before the ramp will be allowed to be closed. This option is disabled when the above option (Skip Analysis After Fill) is true.
+*'''Require Analysis Before Closing Ramp (Y/N)''': When true, assets in a lot must have an Analysis record before the ramp will be allowed to be closed. This option is disabled when the above option (Skip Analysis After Fill) is true.
-•	'''Number of Assets to Analyze (Quantity)''': When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.
+*'''Number of Assets to Analyze (Quantity)''': When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.
 # Click Save Asset Family
@@ Line 77: / Line 83: @@
 # Choose the category, group, type and product code to be added and click Add Classification
 # Repeat for the rest of the product codes
 == Deleting Asset Families ==

@@ Line 6: / Line 6: @@
 == Summary==
-In addition to [[Asset_Classifications|Asset Classification]], TrackAbout provides another kind of structure for grouping Product Codes.  This structure is based around the concept of an Asset Family and includes
+In addition to [[Adding Asset Classifications and Product Codes|Asset Classification]], TrackAbout provides another kind of structure for grouping Product Codes.  This structure is based around the concept of an Asset Family and includes
 *Asset Families

← Older revision		Revision as of 03:27, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=Asset Families provides a means to group products together for the application of business rules and validation.
		+	}}
	[[Category: TrackAbout Feature]]		[[Category: TrackAbout Feature]]

@@ Line 1: / Line 1: @@
-[[Core_Tracking_Features|<< Back to Core Tracking Features]]
+[[Category: TrackAbout Feature]]
 [[Category:TrackAbout Feature]]
 == Summary==
 In addition to [[Asset_Classifications|Asset Classification]], TrackAbout provides another kind of structure for grouping Product Codes.  This structure is based around the concept of an Asset Family and includes

@@ Line 14: / Line 14: @@
 *Lot Tracking
 *Gas Analysis
 Please contact your TrackAbout Representative if you are interested in using this feature.

← Older revision		Revision as of 18:35, 11 May 2016
Line 100:		Line 100:

	=== Mapping Tanks/Racks ===		=== Mapping Tanks/Racks ===
−	~~NOTE : Available~~ only ~~in Compact Framework (CF~~.~~NET)~~. If you do not know if your organization is using ~~CF.NET~~ please contact Trackabout Support.	+
		+	TrackAbout provides a feature to control Filling rules based on [[Filling#Filling_with_Racks\|Tanks/Racks]]. If using this feature, Asset Families are assigned to Racks (also called Filling Manifolds) and only the assigned products are eligble for filling on the associated Rack.
		+
		+	'''Note''' This feature is only available for clients using the TAMobile6 software platform. If you do not know if your organization is using TAMobile6 please contact [http://MAILTO:support@trackabout.com Trackabout Support].