Asset Registration (Add New) - Revision history

Jgreco at 18:22, 20 October 2022

2022-10-20T18:22:15Z

Sdigon at 17:52, 1 April 2022

2022-04-01T17:52:28Z

Jgreco: Proofread - greco

2021-11-12T17:29:51Z

Proofread - greco

Jgullickson at 22:16, 3 March 2021

2021-03-03T22:16:54Z

Jgullickson at 22:14, 3 March 2021

2021-03-03T22:14:09Z

Jgullickson at 22:11, 3 March 2021

2021-03-03T22:11:53Z

Jgullickson at 02:45, 28 October 2020

2020-10-28T02:45:56Z

Jgullickson: /* Online and Offline Mode */

2020-10-28T02:44:27Z

Online and Offline Mode

Lpickett: /* Registering Assets (Mobile Device) */

2017-06-28T17:48:47Z

Registering Assets (Mobile Device)

Lpickett: /* Registering Assets (Mobile Device) */

2017-06-28T17:46:51Z

Registering Assets (Mobile Device)

@@ Line 48: / Line 48: @@
 #If the system finds a match, the user will be asked to review the matches and decide if you want to edit an existing asset or create a brand new one.
 #If the system does NOT find a match, user will be asked to complete the regular Add New flow.
 ==Physical Registration - Barcode and Tag placement==

← Older revision		Revision as of 17:52, 1 April 2022
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−
−
−	~~<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>~~
−
	== Summary ==		== Summary ==

@@ Line 23: / Line 23: @@
 * Ownership
-However, to benefit from TrackAbout's inventory, reporting capabilities, business rules and workflows, we recommend you consider collecting additional pieces of asset information.  Such as:
+However, to benefit from TrackAbout's inventory, reporting capabilities, business rules and workflows, we recommend you collect the following, too:
 *Manufacturer
@@ Line 40: / Line 40: @@
 *In '''Detailed Mode''', a single asset is added at a time and the record is saved containing just the one asset. More asset properties are collected in the Detailed mode.
-*In '''Not-Detailed Mode''', some basic asset details are collected like the classification and ownership. The user then scans multiple assets collecting barcode and serial number data for each.
+*In '''Not-Detailed Mode''', some basic asset details are collected like classification and ownership. The user then scans multiple assets, collecting barcode and serial number data for each.
 '''Add New with Look up (Online Mode)'''
-Add New with Look up is TrackAbout's best practice for registration.  This registration workflow allows users to first look up an asset by barcode or serial number to confirm whether the asset already exists in the system.  This validation helps prevent duplicates in your system.
+Add New with Look up is TrackAbout's best practice for registration. This registration workflow allows users to first look up an asset by barcode or serial number to confirm whether the asset already exists in the system. This validation helps prevent duplicates in your system.
 Add New Workflow
-#Conduct a look up by barcode OR serial number (not both).  For new assets, best practice is to do this look up by serial number to prevent collisions on duplicate serial numbers.
+#Conduct a look up by barcode OR serial number -- not both.  For new assets, best practice is to do this look up by serial number to prevent collisions on duplicate serial numbers.
 #If the system finds a match, the user will be asked to review the matches and decide if you want to edit an existing asset or create a brand new one.
 #If the system does NOT find a match, user will be asked to complete the regular Add New flow.
@@ Line 76: / Line 76: @@
 An Add New can also be performed from within other actions. When this happens, we call it a '''Secondary Add New'''.
-This scenario happens when a user is doing some other kind of action and realizes he/she needs to scan an asset with no barcode. At this time, the application allows the user to pause their current action, perform an in-line, NON-LOCATION-SETTING Add New, and then return to their original action. (Non Location Setting means the action will not change the asset's location.  Where ever TrackAbout thinks this asset is at the time of the action will not change).
+This scenario happens when a user is doing some other kind of action and realizes he/she needs to scan an asset with no barcode. At this time, the application allows the user to pause their current action, perform an in-line, NON-LOCATION-SETTING Add New, and then return to their original action. (Non Location Setting means the action will not change the asset's location. Where ever TrackAbout thinks this asset is at the time of the action will not change).
 The application saves the Secondary Add New record a few seconds prior to the primary action. We save it before the primary action because the Add New will create and classify the asset, and we want that asset created and classified prior to the saving of the primary action. The Secondary Add New is also non-location-setting, because the primary action COULD be location setting, and we don't want to move the asset around prior to a potential location-setting action.

← Older revision		Revision as of 22:16, 3 March 2021
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−	~~{{Mobile Action~~	+
−	~~\|Module=Core Tracking~~
−	~~\|Functionality=Asset Registration~~
−	~~\|Platform(s)=TAM5, TAM6 (Windows), TAM7 (Android/iOS)~~
−	}}

	<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>		<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>

@@ Line 1: / Line 1: @@
 {{Mobile Action
-|ID=0
+|Module=Core Tracking
 |Functionality=Asset Registration
 }}

← Older revision		Revision as of 22:11, 3 March 2021
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		+	{{Mobile Action
		+	\|ID=0
		+	\|Functionality=Asset Registration
		+	}}

	<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>		<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>

← Older revision		Revision as of 02:44, 28 October 2020
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	In '''Not-Detailed Mode''', some basic asset details are collected like the classification and ownership. The user then scans multiple assets collecting barcode and serial number data for each.		In '''Not-Detailed Mode''', some basic asset details are collected like the classification and ownership. The user then scans multiple assets collecting barcode and serial number data for each.

		+
		+	=== Add New with Look up ===
		+
		+	Add New with Look up is TrackAbout's best practice for registration. This registration workflow allows users to first look up an asset by barcode or serial number to confirm whether the asset already exists in the system. This validation helps prevent duplicates in your system.
		+
		+	Add New Workflow
		+
		+	#Conduct a look up by barcode OR serial number (not both). For new assets, best practice is to do this look up by serial number to prevent collisions on duplicate serial numbers.
		+	#If the system finds a match, the user will be asked to review the matches and decide if you want to edit an existing asset or create a brand new one.
		+	#If the system does NOT find a match, user will be asked to complete the regular Add New flow.

	==Physical Registration - Barcode and Tag placement==		==Physical Registration - Barcode and Tag placement==

@@ Line 18: / Line 18: @@
 Required information for all TrackAbout registration processes include:
 * Barcode
-* Serial Number
+* [[Serial Number]]
 * Product Code
 * Ownership

@@ Line 21: / Line 21: @@
 ** Not technically required, but absolutely recommended
 ** Can set rules for what types of assets require Serial Number
 * Product Code
 * Ownership