Capturing Data - Chemical Totes - Revision history

Jgreco: Proofread - greco

2021-11-16T19:33:00Z

Proofread - greco

Jgullickson at 15:47, 24 October 2017

2017-10-24T15:47:44Z

Jvargo at 17:53, 4 October 2017

2017-10-04T17:53:47Z

Jvargo at 17:51, 4 October 2017

2017-10-04T17:51:49Z

Jvargo at 17:36, 4 October 2017

2017-10-04T17:36:09Z

Jvargo at 17:20, 4 October 2017

2017-10-04T17:20:14Z

Jgullickson at 17:10, 21 September 2017

2017-09-21T17:10:42Z

Jgullickson at 16:53, 21 September 2017

2017-09-21T16:53:07Z

Jgullickson: Created page with " '''←''' Return To Getting Started - Chemical Totes = Summary = Phase Two of..."

2017-09-21T16:48:18Z

Created page with "<translate>  <big> '''←''' Return To Getting Started - Chemical Totes</big> = Summary =   Phase Two of..."

New page

<translate>

<big>[[Getting_Started - Chemical Totes| '''←''' Return To Getting Started - Chemical Totes]]</big>

= Summary = 


Phase Two of your Quick Start Implementation includes setting up your devices to capture data.


This is your guide to getting started with TrackAbout's iOS/Android Application. But first, there are some pre-requisites you need to review before continuing with this guide.


# [[Getting_Started - Chemical Totes|Getting Started - Chemical Totes]] - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs. If you have not gone through [[Getting_Started|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
# [[Smartphone App]] --Have you downloaded the application yet? If not, you need to follow the Steps to get your devices ready for use.

= Ready, Set, Go = 


Now that you have completed the pre-requisites, it's time to start using your app. We'll take you through some basic instructions and show you how the Smartphone application can be used.

==Log into the TrackAbout app== 


On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.


[[File:TASmartphone Login.png|200px]]


Login using the username or email address, and your password sent to you in your welcome email

==Menu and Basics == 


You are now logged in. The main action menu is displayed.


[[File:TASmartphone Main Menu.png|200px]]


Note that your screen might differ from what is shown here.


'''Tip''' Swipe right to display other action menu(s).


In the header of the app, you will always see two icons:


*'''Hamburger menu''' (three stacked lines) - This gives you access to the Asset Search, app settings and other features
*'''Synchronization''' - this button allows you to sync your app with your TrackAbout website. This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.


'''NOTE''': You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.

==Basic Actions== 

===Registering Assets=== 

====Physical Registration - Barcode and Tag Placement Best Practices==== 


A crucial part of the registration process includes affixing a tag/barcode to the asset.<br />

Best practices for applying RFID tags or barcodes varies depending on the kind of asset. However, in general, you want to be sure to have a clean dry surface. Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes. <br />


'''Note:''' A physical barcode should not be applied to an asset before the "Scan Asset Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout

====Add New==== 
(you may choose to call this action by another name) is used for registering assets in your system.


[[File:Smarthone Add New process.png|1000px]]


*Optional Information: TrackAbout can insert custom screens to collect asset attributes.

When complete with all barcodes Tap '''Save''' in the upper right hand corner. '''Note''' When the action is saved, your device will provide visual and audible feedback.


If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.

===Locate Assets=== 
This allows you to set an Asset's location.


[[File:Smartphone Locate.png|1000px]]

===Change Item Number === 
Also called '''Change Service''' or '''Reclassify Assets''', this action is used to change the Item Number of an asset.

[[File:Smartphone Change Service.png|1000px]]
===Change Barcode === 


Use this action when updating an asset's barcode. This is usually done when an assets barcode has been damaged, removed or is just missing/


[[File:Smartphone Change Barcode.png|1000px]]

===Fill Assets=== 


TrackAbout's Filling process allows operators to set the product code on assets and transition their "Use State". Common uses of TrackAbout Filling transition assets from


*Empty to Full
*Dirty to Clean
*Not Ready to Ready


Here is a typical Filling process as seen on the Smartphone:


[[File:Smartphone Filling1.png|1000px]]

===Receive from Vendor === 


Receive from Vendor (Also sometimes called Third Party Filling) is used to track assets that have been brought into one of your internal locations from a vendor or third party. This process is helpful if you want to track vendor owned assets with a less information than you want to track your own assets.


This is also a good process if you have assets Filled or Processed by a third party. This can be used to track that action and update the asset's use state.


[[File:Smartphone Receivee from Vendor process.png|1000px]]

===Deliver Assets=== 


The Delivery process is used to move your assets from an internal location to


# A customer location
# Another internal location


[[File:Smartphone_SimpleDelivery1.png|1000px]]


[[File:Smartphone_SimpleDelivery2.png|1000px]]


[[File:Smartphone_SimpleDelivery3.png|1000px]]

===Customer Audit=== 
The Customer Audit functionality allows you to compare what TrackAbout thinks a customer has on balance to what is found physically on-site.


The TrackAbout app is used to scan all found assets at a customer location and then the TrackAbout website is used to reconcile the audit. See the page on [[Customer Audit]] for more information about this process.


[[File:Smartphone Customer Audit.png|1000px]]

=NEXT: Reviewing Data= 


Now that you have started to capture data, it's time to review and utilize that data. Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.


<big>[[Reviewing Data - Chemical Totes|Continue to Reviewing Data - Chemical Totes '''→''']]
</big>
</translate>

← Older revision		Revision as of 15:47, 24 October 2017
Line 88:		Line 88:
	[[File:Smartphone Locate.png\|1000px]]		[[File:Smartphone Locate.png\|1000px]]

		+	===Find Inventory===
		+	This allows you to search your inventory and find specific assets by filtering based on location and/or product code. Once the results are shown, it also provides easy access to an asset's details by selecting the asset from the list of inventory results.
		+
		+	[[File:FindInventory.png\|1000px]]

	===Change Item Number === <!--T:31-->		===Change Item Number === <!--T:31-->

@@ Line 120: / Line 120: @@
 <!--T:41-->
-Receive from Vendor (Also sometimes called Third Party Filling) is used to track totes that have been brought into one of your internal locations from a vendor or third party.  This process is helpful if you want to track vendor owned totes with a less information than you want to track your own totes.
+Receive from Vendor (Also sometimes called Third Party Filling) is used to track totes that have been brought into one of your internal locations from a vendor or third party.  This process is helpful if you want to track vendor owned totes with less information than you want to track your own totes.
 <!--T:42-->

@@ Line 62: / Line 62: @@
 <!--T:23-->
-A crucial part of the registration process includes affixing a tag/barcode to the container.  Review [[Labels for Chemical Totes]] for best practices for selecting and placing Roll Off Container tracking labels can be found here.<br />
+A crucial part of the registration process includes affixing a tag/barcode to the tote.  Review [[Labels for Chemical Totes]] for best practices for selecting and placing tote tracking labels can be found here.<br />
 <br />

@@ Line 62: / Line 62: @@
 <!--T:23-->
-A crucial part of the registration process includes affixing a tag/barcode to the tote.<br />
+A crucial part of the registration process includes affixing a tag/barcode to the container.  Review [[Labels for Chemical Totes]] for best practices for selecting and placing Roll Off Container tracking labels can be found here.<br />
 <br />
 <!--T:24-->
-'''Note:''' A physical barcode should not be applied to an tote before the "Scan Tote Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout
+'''Note:''' A physical barcode should not be applied to a container before the "Scan Asset Barcode" step below. This will ensure that all barcoded containers have correct and complete information collected as they are registered in TrackAbout.
 ====Add New====  <!--T:25-->

@@ Line 9: / Line 9: @@
 <!--T:4-->
-This is your guide to getting started with TrackAbout's iOS/Android Application.  But first, there are some pre-requisites you need to review before continuing with this guide.
+This is your guide to getting started with TrackAbout's iOS/Android application. But first, there are some pre-requisites you need to review before continuing with this guide.
 <!--T:5-->
-# [[Getting_Started - Chemical Totes|Getting Started - Chemical Totes]] - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs.  If you have not gone through [[Getting_Started|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
+# [[Getting_Started - Chemical Totes|Getting Started - Chemical Totes]] - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs. If you have not gone through [[Getting_Started|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at support@trackabout.com.
-# [[Smartphone App]] --Have you downloaded the application yet?  If not, you need to follow the Steps to get your devices ready for use.
+# [[Smartphone App]] -- Have you downloaded the application yet? If not, follow the steps to get your devices ready for use.
 = Ready, Set, Go = <!--T:6-->
 <!--T:7-->
-Now that you have completed the pre-requisites, it's time to start using your app.  We'll take you through some basic instructions and show you how the Smartphone application can be used.
+Now that you have completed the pre-requisites, it's time to start using your app. We'll take you through some basic instructions and show you how the smartphone application can be used.
 ==Log into the TrackAbout app== <!--T:8-->
@@ Line 29: / Line 29: @@
 <!--T:11-->
-Login using the username or email address, and your password sent to you in your welcome email
+Login using the username (or email address), and the password sent to you in your welcome email.
 ==Menu and Basics == <!--T:12-->
@@ Line 43: / Line 43: @@
 <!--T:16-->
-'''Tip'''  Swipe right to display other action menu(s).
+'''Tip''' Swipe right to display other action menu(s).
 <!--T:17-->
@@ Line 49: / Line 49: @@
 <!--T:18-->
-*'''Hamburger menu''' (three stacked lines) - This gives you access to app settings and other features.
+*'''Hamburger menu''' (three stacked lines) - Gives you access to app settings and other features.
-*'''Synchronization''' - this button allows you to sync your app with your TrackAbout website.  This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.
+*'''Synchronization''' - Syncs your app with your TrackAbout website. This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.
 <!--T:19-->
@@ Line 62: / Line 62: @@
 <!--T:23-->
-A crucial part of the registration process includes affixing a tag/barcode to the tote.  Review [[Labels for Chemical Totes]] for best practices for selecting and placing tote tracking labels can be found here.<br />
+A crucial part of the registration process includes affixing a tag/barcode to the tote. Review [[Labels for Chemical Totes]] for best practices for selecting and placing tote tracking labels.<br />
 <br />
@@ Line 68: / Line 68: @@
 '''Note:''' A physical barcode should not be applied to a container before the "Scan Asset Barcode" step below. This will ensure that all barcoded containers have correct and complete information collected as they are registered in TrackAbout.
-====Add New====  <!--T:25-->
+====Add New==== <!--T:25-->
-(you may choose to call this action by another name) is used for registering totes in your system.
+Used for registering totes in your system. You have the option to call this action by another name.
 <!--T:26-->
@@ Line 77: / Line 77: @@
 *Optional Information: TrackAbout can insert custom screens to collect tote attributes.
-When complete with all barcodes Tap '''Save''' in the upper right hand corner.  '''Note''' When the action is saved, your device will provide visual and audible feedback.
+When you've completed all the barcodes, tap '''Save''' in the upper right hand corner. '''Note''' When the action is saved, your device will provide visual and audible feedback.
 <!--T:28-->
@@ Line 83: / Line 83: @@
 ===Locate Totes=== <!--T:29-->
-This allows you to set an Tote's location.
+This allows you to set a Tote's location.
 <!--T:30-->
@@ Line 100: / Line 100: @@
 <!--T:33-->
-Use this action when updating a tote's barcode.  This is usually done when a tote's barcode has been damaged, removed or is just missing.
+Use this action when updating a tote's barcode. This is usually done when a tote's barcode has been damaged, removed or is just missing.
 <!--T:34-->
@@ Line 109: / Line 109: @@
 <!--T:36-->
-TrackAbout's Filling process allows operators to set the product code on totes and transition their "Use State".  Common uses of TrackAbout Filling transition totes from
+TrackAbout's Filling process allows operators to set the product code on totes and transition their "Use State". Common uses of TrackAbout Filling transition totes from:
 <!--T:37-->
@@ Line 116: / Line 116: @@
 <!--T:38-->
-Here is a typical Filling process as seen on the Smartphone:
+Here is a typical Filling process as seen in the smartphone app:
 <!--T:39-->
@@ Line 124: / Line 124: @@
 <!--T:41-->
-Receive from Vendor (Also sometimes called Third Party Filling) is used to track totes that have been brought into one of your internal locations from a vendor or third party.  This process is helpful if you want to track vendor owned totes with less information than you want to track your own totes.
+Receive from Vendor (also sometimes called Third Party Filling) is used to track totes that have been brought into one of your internal locations from a vendor or third party. This process is helpful if you want to track vendor owned totes with less information than you want to track your own totes.
 <!--T:42-->
-This is also a good process if you have totes Filled or Processed by a third party.  This can be used to track that action and update the tote's use state.
+This is also a good process if you have totes Filled or Processed by a third party. This can be used to track that action and update the tote's use state.
 <!--T:43-->
@@ Line 135: / Line 135: @@
 <!--T:45-->
-The Delivery process is used to move your totes from an internal location to
+The Delivery process is used to move your totes from an internal location to:
 <!--T:46-->
@@ Line 151: / Line 151: @@
 ===Customer Audit=== <!--T:50-->
 The Customer Audit functionality allows you to compare what TrackAbout thinks a customer has on balance to what is found physically on-site.
 <!--T:51-->
-The TrackAbout app is used to scan all totes found at a customer location and then the TrackAbout website is used to reconcile the audit.  See the page on [[Customer Audit]] for more information about this process.
+The TrackAbout app is used to scan all totes found at a customer location and then the TrackAbout website is used to reconcile the audit. See  [[Customer Audit]] for more information about this process.
 <!--T:52-->
@@ Line 162: / Line 162: @@
 <!--T:54-->
-Now that you have started to capture data, it's time to review and utilize that data.  Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.
+Now that you have started to capture data, it's time to review and utilize that data. Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.
 <!--T:55-->

@@ Line 57: / Line 57: @@
 ==Basic Actions== <!--T:20-->
-===Registering Assets=== <!--T:21-->
+===Registering Totes=== <!--T:21-->
 ====Physical Registration - Barcode and Tag Placement Best Practices==== <!--T:22-->
 <!--T:23-->
-A crucial part of the registration process includes affixing a tag/barcode to the asset.<br />
+A crucial part of the registration process includes affixing a tag/barcode to the tote.<br />
-Best practices for applying RFID tags or barcodes varies depending on the kind of asset.  However, in general, you want to be sure to have a clean dry surface.  Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes.  <br />
+Best practices for applying RFID tags or barcodes varies depending on the kind of tote.  However, in general, you want to be sure to have a clean dry surface.  Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes.  <br />
 <!--T:24-->
-'''Note:''' A physical barcode should not be applied to an asset before the "Scan Asset Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout
+'''Note:''' A physical barcode should not be applied to an tote before the "Scan Tote Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout
 ====Add New====  <!--T:25-->
-(you may choose to call this action by another name) is used for registering assets in your system.
+(you may choose to call this action by another name) is used for registering totes in your system.
 <!--T:26-->
@@ Line 76: / Line 76: @@
 <!--T:27-->
-*Optional Information: TrackAbout can insert custom screens to collect asset attributes.
+*Optional Information: TrackAbout can insert custom screens to collect tote attributes.
 When complete with all barcodes Tap '''Save''' in the upper right hand corner.  '''Note''' When the action is saved, your device will provide visual and audible feedback.
@@ Line 83: / Line 83: @@
 If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
-===Locate Assets=== <!--T:29-->
+===Locate Totes=== <!--T:29-->
-This allows you to set an Asset's location.
+This allows you to set an Tote's location.
 <!--T:30-->
@@ Line 91: / Line 91: @@
 ===Change Item Number === <!--T:31-->
-Also called '''Change Service''' or '''Reclassify Assets''', this action is used to change the Item Number of an asset.
+Also called '''Change Service''' or '''Reclassify Assets''', this action is used to change the Item Number of a tote.
 [[File:Smartphone Change Service.png|1000px]]
@@ Line 97: / Line 97: @@
 <!--T:33-->
-Use this action when updating an asset's barcode.  This is usually done when an assets barcode has been damaged, removed or is just missing/
+Use this action when updating a tote's barcode.  This is usually done when a tote's barcode has been damaged, removed or is just missing/
 <!--T:34-->
@@ Line 103: / Line 103: @@
-===Fill Assets=== <!--T:35-->
+===Fill Totes === <!--T:35-->
 <!--T:36-->
-TrackAbout's Filling process allows operators to set the product code on assets and transition their "Use State".  Common uses of TrackAbout Filling transition assets from
+TrackAbout's Filling process allows operators to set the product code on totes and transition their "Use State".  Common uses of TrackAbout Filling transition totes from
 <!--T:37-->
@@ Line 122: / Line 122: @@
 <!--T:41-->
-Receive from Vendor (Also sometimes called Third Party Filling) is used to track assets that have been brought into one of your internal locations from a vendor or third party.  This process is helpful if you want to track vendor owned assets with a less information than you want to track your own assets.
+Receive from Vendor (Also sometimes called Third Party Filling) is used to track totes that have been brought into one of your internal locations from a vendor or third party.  This process is helpful if you want to track vendor owned totes with a less information than you want to track your own totes.
 <!--T:42-->
-This is also a good process if you have assets Filled or Processed by a third party.  This can be used to track that action and update the asset's use state.
+This is also a good process if you have totes Filled or Processed by a third party.  This can be used to track that action and update the tote's use state.
 <!--T:43-->
 [[File:Smartphone Receivee from Vendor process.png|1000px]]
-===Deliver Assets=== <!--T:44-->
+===Deliver Totes=== <!--T:44-->
 <!--T:45-->
-The Delivery process is used to move your assets from an internal location to
+The Delivery process is used to move your totes from an internal location to
 <!--T:46-->
@@ Line 152: / Line 152: @@
 <!--T:51-->
-The TrackAbout app is used to scan all found assets at a customer location and then the TrackAbout website is used to reconcile the audit.  See the page on [[Customer Audit]] for more information about this process.
+The TrackAbout app is used to scan all totes found at a customer location and then the TrackAbout website is used to reconcile the audit.  See the page on [[Customer Audit]] for more information about this process.
 <!--T:52-->