Capturing Data - Retesters - Revision history

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Jgullickson: Created page with " '''←''' Return To Getting Started for Retesters = Summary = Phase Two of your Qui..."

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Created page with "<translate>  <big> '''←''' Return To Getting Started for Retesters</big> = Summary =   Phase Two of your Qui..."

New page

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<big>[[Getting_Started - Retesters| '''←''' Return To Getting Started for Retesters]]</big>

= Summary = 


Phase Two of your Quick Start Implementation includes setting up your devices and capturing 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 - Retesters|Getting Started - Retesters]] - 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 - Retesters|Getting Started - Retesters]] 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.

==Tracking Assets== 

===Registering Assets=== 

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


A crucial part of the registration process includes affixing a tag/barcode to the container. Review [[Labels_for_Gas_Cylinders]] for best practices for selecting and placing Roll Off Container tracking labels can be found here.<br />
<br />


'''Note:''' Physical barcodes should not be applied to a cylinder before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders 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 / Set Cylinder Location=== 
This allows you to set a cylinder's location at one of your internal branches/facilities.

For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard. Use the '''Set Asset Location''' action to move that container.


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

===Deliver Cylinders=== 


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

'''Customer Orders'''

You may choose to create Orders in TrackAbout for Cylinder 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.

* Please Note, your customers need to be in the system before you can create orders for them. Review the information on [[Customers]] to create your customer accounts.

To manage Orders that exist in the system, use the [https://www.trackabout.com/clt/orders/createTrip.aspx Order Planning] page. This page will show you orders by intended delivery date back to the customer and location being used for the delivery. From here you can change dates, trucks and routes (if applicable). You may also click into each individual order to change details just as ordered items and quantities.

Once retester activities are complete and ready to deliver back to customers, you can print out the '''Delivery Tickets report'''. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the [https://www.trackabout.com/clt/reports/CustomReports.aspx Custom Reports] page.

Here is an example of how each delivery ticket will print:

[[File:Delivery Ticket Report.png|400px]]

[[File:OrderPlanningAWS.png|400px]]

Next, use the TrackAbout App to deliver cylinders to your customer.

'''Mobile Delivery Screens'''


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


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


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

You can also have an option to email the delivery receipt to your customer. Simply submit a request to Support@trackabout.com to enable the feature.

=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 - Retesters|Continue to Reviewing Data - Retesters '''→''']]
</big>
</translate>

@@ 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 - Retesters|Getting Started - Retesters]] - 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 - Retesters|Getting Started - Retesters]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
+# [[Getting_Started - Retesters|Getting Started - Retesters]] - 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 - Retesters|Getting Started - Retesters]] 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, you need to 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 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 the Asset Search, app settings and other features
+*'''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.
+*'''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 container.  Review [[Labels_for_Gas_Cylinders]] 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 container. Review [[Labels_for_Gas_Cylinders]] for best practices for selecting and placing Roll Off Container tracking labels.<br />
 <br />
@@ Line 68: / Line 68: @@
 '''Note:''' Physical barcodes should not be applied to a cylinder before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders 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 assets in your system.
+Used for registering assets 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 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.
+When you're done barcoding, 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 85: / Line 85: @@
 This allows you to set a cylinder's location at one of your internal branches/facilities.
-For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard.  Use the '''Set Asset Location''' action to move that container.
+For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard. Use the '''Set Asset Location''' action to move that container.
 <!--T:30-->
@@ Line 93: / Line 93: @@
 <!--T:45-->
 The Delivery process is used to move your assets from an internal location to a customer location.
 '''Customer Orders'''
-You may choose to create Orders in TrackAbout for Cylinder 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.
+You may choose to create Orders in TrackAbout for Cylinder 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.
-* Please Note, your customers need to be in the system before you can create orders for them.  Review the information on [[Customers]] to create your customer accounts.
+* Please Note, your customers need to be in the system before you can create orders for them. Review the information on [[Customers]] to create your customer accounts.
-To manage Orders that exist in the system, use the [https://www.trackabout.com/clt/orders/createTrip.aspx Order Planning] page.  This page will show you orders by intended delivery date back to the customer and location being used for the delivery.  From here you can change dates, trucks and routes (if applicable).  You may also click into each individual order to change details just as ordered items and quantities.
+To manage Orders that exist in the system, use the [https://www.trackabout.com/clt/orders/createTrip.aspx Order Planning] page. This page will show you orders by intended delivery date back to the customer and location being used for the delivery. From here you can change dates, trucks and routes (if applicable). You may also click into each individual order to change details just as ordered items and quantities.
-Once retester activities are complete and ready to deliver back to customers, you can print out the '''Delivery Tickets report'''. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery.  This report is available to you on the TrackAbout website via the [https://www.trackabout.com/clt/reports/CustomReports.aspx Custom Reports] page.
+Once retester activities are complete and ready to deliver back to customers, you can print out the '''Delivery Tickets report'''. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the [https://www.trackabout.com/clt/reports/CustomReports.aspx Custom Reports] page.
 Here is an example of how each delivery ticket will print:
@@ Line 126: / Line 126: @@
 [[File:Smartphone_SimpleDelivery3.png|1000px]]
-You can also have an option to email the delivery receipt to your customer.  Simply submit a request to Support@trackabout.com to enable the feature.
+You also have an option to email the delivery receipt to your customer. Simply submit a request to support@trackabout.com to enable the feature.
 =NEXT: Reviewing Data= <!--T:53-->
 <!--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-->