Capturing Data - Kegs - Revision history

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Jgullickson at 15:48, 24 October 2017

2017-10-24T15:48:34Z

Jgullickson at 18:47, 13 September 2017

2017-09-13T18:47:21Z

Jgullickson at 18:45, 13 September 2017

2017-09-13T18:45:45Z

Jgullickson at 18:43, 13 September 2017

2017-09-13T18:43:12Z

Jgullickson: Created page with " '''←''' Return To Getting Started = Summary = Phase Two of your Quick Start Implementation in..."

2017-09-13T18:36:32Z

Created page with "<translate>  <big> '''←''' Return To Getting Started</big> = Summary =   Phase Two of your Quick Start Implementation in..."

New page

<translate>

<big>[[Getting_Started| '''←''' Return To Getting Started]]</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_-_Kegs|Getting Started - Kegs]] - 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 Kegs=== 

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


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

Make sure to apply the label to 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 a keg before the "Scan Keg Barcode" step below. This will ensure that all barcoded kegs 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 kegs in your system.


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


*Optional Information: TrackAbout can insert custom screens to collect keg 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 keg's location.


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

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

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


Use this action when updating an asset's barcode. This is usually done when an keg's 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 kegs and transition their "Use State". Common uses of TrackAbout Filling transition kegs 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 kegs 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 kegs with a less information than you want to track your own kegs.


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 keg's use state.


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

===Deliver Assets=== 


The Delivery process is used to move your kegs 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_-_Kegs|Continue to Reviewing Data - Kegs '''→''']]
</big>
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← Older revision		Revision as of 15:48, 24 October 2017
Line 89:		Line 89:
	[[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 / Product Code === <!--T:31-->		===Change Item Number / Product Code === <!--T:31-->

@@ 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-->
+===Set Keg Location=== <!--T:29-->
-This allows you to set an keg's location.
+This allows you to set a keg's internal location.
 <!--T:30-->
@@ Line 91: / Line 91: @@
 ===Change Item Number / Product Code === <!--T:31-->
-Also called '''Change Service''' or '''Reclassify Assets''', this action is used to change the Item Number / Product Code of an keg.
+Also called '''Change Service''' or '''Reclassify Kegs''', this action is used to change the Item Number / Product Code of an keg.
 [[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 keg's barcode has been damaged, removed or is just missing/
+Use this action when updating a keg's barcode.  This is usually done when an keg's barcode has been damaged, removed or is just missing/
 <!--T:34-->
@@ Line 103: / Line 103: @@
-===Fill Assets=== <!--T:35-->
+===Fill Kegs=== <!--T:35-->
 <!--T:36-->
@@ Line 125: / Line 125: @@
 <!--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 keg's use state.
+This is also a good process if you have kegs Filled or Processed by a third party.  This can be used to track that action and update the keg's use state.
 <!--T:43-->
@@ Line 171: / Line 171: @@
 <!--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 found kegs 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-->

@@ Line 130: / Line 130: @@
 [[File:Smartphone Receivee from Vendor process.png|1000px]]
-===Deliver Assets=== <!--T:44-->
+===Deliver / Pick up Kegs=== <!--T:44-->
 <!--T:45-->
-The Delivery process is used to move your kegs from an internal location to
+The Delivery process is used to move your kegs from an internal location to a customer location.
-<!--T:46-->
+'''Customer Orders'''
-# A customer location
-# Another internal location
+You may choose to create Orders in TrackAbout for Container Drop Offs and Pick-ups.  This is a great way to organize all of your customer orders and provide your drivers with information about where to go and what needs to be dropped off/picked up.  Use the '''[https://www.trackabout.com/clt/orders/addNewOrder.aspx Add New Order]''' page to get your orders in the system.  The '''[https://www.trackabout.com/clt/orders/addNewOrder.aspx Add New Order]''' wiki page gives complete information about how to create those orders.
 <!--T:47-->
@@ Line 147: / Line 164: @@
 <!--T:49-->
 [[File:Smartphone_SimpleDelivery3.png|1000px]]
 ===Customer Audit=== <!--T:50-->

@@ Line 1: / Line 1: @@
 <translate>
 <!--T:1-->
-<big>[[Getting_Started| '''←''' Return To Getting Started]]</big>
+<big>[[Getting_Started - Kegs| '''←''' Return To Getting Started - Kegs]]</big>
 = Summary = <!--T:2-->