Capturing Data - Tools - Revision history

Jgreco: Proofread - greco

2021-11-16T22:32:43Z

Proofread - greco

Tdames at 19:37, 4 October 2017

2017-10-04T19:37:42Z

Tdames at 19:36, 4 October 2017

2017-10-04T19:36:40Z

Tdames at 19:35, 4 October 2017

2017-10-04T19:35:42Z

Aneubert at 18:48, 4 October 2017

2017-10-04T18:48:50Z

Aneubert at 18:26, 4 October 2017

2017-10-04T18:26:57Z

Aneubert at 18:03, 4 October 2017

2017-10-04T18:03:20Z

Tdames at 17:54, 4 October 2017

2017-10-04T17:54:11Z

Aneubert at 17:47, 4 October 2017

2017-10-04T17:47:36Z

Eschurdak at 19:49, 19 September 2017

2017-09-19T19:49:32Z

@@ 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_-_Tools|Getting Started - Tools]]: 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_-_Tools|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
+**If you have not gone through [[Getting_Started_-_Tools|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at support@trackabout.com.
-*[[Smartphone App]]: Have you downloaded the application yet?  If not, follow the steps in the link to get your devices ready for use.
+*[[Smartphone App]]: Have you downloaded the application yet? If not, follow the steps in the link 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 app can be used.
 ==Log into the TrackAbout app== <!--T:8-->
@@ Line 30: / Line 30: @@
 <!--T:11-->
-Login using your username or email address, and your password. This should have been set up earlier from the Internal Users page, or through the Welcome to TrackAbout email.
+Login using the username (or email address) and password. This should have been set up earlier from the Internal Users page, or through the Welcome to TrackAbout email.
 ==Menu and Basics == <!--T:12-->
@@ Line 44: / Line 44: @@
 <!--T:16-->
-'''Tip:'''  Swipe right or left to display other action menu(s).
+'''Tip:''' Swipe right or left to display other action menu(s).
 <!--T:17-->
 In the header of the app, you will always see two icons:
-*'''Hamburger menu''' (three stacked lines) - This gives you access to app settings and other features
+*'''Hamburger menu''' (three stacked lines) - This 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 61: / Line 61: @@
 <!--T:23-->
-A crucial part of the registration process includes affixing a pair of tags/barcodes to the tool.:
+A crucial part of the registration process includes affixing a pair of tags/barcodes to the tool.
 For industry specific best practices, please see the [[Labels for Tool Tracking]] page.
@@ Line 72: / Line 72: @@
 '''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.
-====Register Tools====  <!--T:25-->
+====Register Tools==== <!--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 81: / Line 81: @@
 Optional Information: TrackAbout can insert custom screens to collect asset attributes.
-When complete with all barcodes Tap '''Save''' in the upper right hand corner.
+When you've completed barcoding, tap '''Save''' in the upper right hand corner.
 '''Note:''' When the action is saved, your device will provide visual and audible feedback.
@@ Line 95: / Line 95: @@
 This allows you to set a tool's location at one of your internal branches/facilities.
-For instance, let's say that you have tools that are going to be moved from your main facility to a truck or other storage facility.  Use the '''Set Tool Location''' action to move that tool. You can move several tools at once this way.
+For instance, let's say that you have tools that are going to be moved from your main facility to a truck or other storage facility. Use the '''Set Tool Location''' action to move that tool. You can move several tools at once this way.
 <!--T:30-->
@@ Line 107: / Line 107: @@
 '''Job site Orders'''
-You may choose to create Orders in TrackAbout for Tool Deliveries and Returns.  This is a great way to organize all of your job site orders and provide your drivers with information about where to go and what needs to be dropped off/picked up.
+You may choose to create Orders in TrackAbout for Tool Deliveries and Returns. This is a great way to organize all of your job site orders and provide your drivers with information about where to go and what needs to be dropped off/picked up.
 * '''[https://www.trackabout.com/clt/orders/addNewOrder.aspx Add New Order]''' page allows you enter orders from the TrackAbout website
 * '''[[Mobile Ordering|Create Order]]''' mobile action allows authorized users to create an order from their mobile device
-'''Note:''' Your job sites need to be in the system before you can create orders for them.  Review the information on [[Customers]] to create your job site accounts.
+'''Note:''' Your job sites need to be in the system before you can create orders for them. Review the information on [[Customers]] to create your job site accounts.
 <br />
 '''Delivery Tickets'''
-Once your orders are in the system, you can print out the '''Delivery Tickets report'''. This report provides your drivers with order information as well as Job Site 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 your orders are in the system, you can print out the '''Delivery Tickets report'''. This report provides your drivers with order information as well as Job Site 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 121: / Line 121: @@
 [[File:Delivery Ticket Report.png|400px]]
-To manage Orders that exist in the system, please see the documentation on the [[Order Planning]] page.  The order planning page will show you orders by intended delivery date and location.  From there you can change dates, trucks and routes.  You may also edit individual orders to change details, such as ordered items and quantities.
+To manage Orders that exist in the system, please see the documentation on the [[Order Planning]] page. The order planning page will show you orders by intended delivery date and location. From there you can change dates, trucks and routes. You may also edit individual orders to change details, such as ordered items and quantities.
 [[File:OrderPlanningAWS.png|400px]]
-Once you have order numbers assigned for each delivery, your drivers can now use the TrackAbout App to Deliver/Pick Up your tools:
+Once you have order numbers assigned for each delivery, your drivers can now use the TrackAbout App to Deliver/Pick Up your tools.
@@ Line 140: / Line 140: @@
 [[File:Smartphone_SimpleDelivery3.png|1000px]]
-You can also have an option to email the delivery receipt to your job site contact.  Simply submit a request to Support@trackabout.com to enable the feature.
+You can also have an option to email the delivery receipt to your job site contact. Simply submit a request to support@trackabout.com to enable the feature.
 ===Customer Audit=== <!--T:50-->
 The Customer Audit functionality allows you to compare what TrackAbout thinks a job site has on balance to what is found physically on-site.
 <!--T:51-->
-The TrackAbout app is used to scan all found assets at a job site, 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 assets at a job site, 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 154: / Line 154: @@
 <!--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 92: / Line 92: @@
 [[File:FindInventory.png|1000px]]
-===Set Tool Location=== <!--T:29-->
+===Set Inventory Location=== <!--T:29-->
 This allows you to set a tool's location at one of your internal branches/facilities.

@@ Line 48: / Line 48: @@
 <!--T:17-->
 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
+*'''Hamburger menu''' (three stacked lines) - This 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.

@@ Line 48: / Line 48: @@
 <!--T:17-->
 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.

@@ Line 63: / Line 63: @@
 <!--T:23-->
 A crucial part of the registration process includes affixing a pair of tags/barcodes to the tool.:
 *Make sure to apply the labels to a clean dry surface.

@@ Line 99: / Line 99: @@
 [[File:Smartphone Locate.png|1000px]]
-===Deliver Tools=== <!--T:44-->
+===Deliveries With Order Numbers=== <!--T:44-->
 <!--T:45-->
-The Delivery process is used to move your assets from an internal location to a job site.
+The Deliver/Pick Up process is used when asset movements are tracked with order/delivery numbers. These order numbers could come from an existing accounting system, or can be entered in to the TrackAbout system directly.
 '''Job site Orders'''
-You may choose to create Orders in TrackAbout for Tool Deliveries and Returns.  This is a great way to organize all of your job site 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 Tool Deliveries and Returns.  This is a great way to organize all of your job site orders and provide your drivers with information about where to go and what needs to be dropped off/picked up.
-'''Note:''' Your job sites need to be in the system before you can create orders for them.  Review the information on [[Customers]] to create your job site accounts.
+'''Delivery Tickets'''
 Once your orders are in the system, you can print out the '''Delivery Tickets report'''. This report provides your drivers with order information as well as Job Site 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.
@@ Line 116: / Line 120: @@
 [[File:Delivery Ticket Report.png|400px]]
-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 and location.  From here you can change dates, trucks and routes.  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, please see the documentation on the [[Order Planning]] page.  The order planning page will show you orders by intended delivery date and location.  From there you can change dates, trucks and routes.  You may also edit individual orders to change details, such as ordered items and quantities.
 [[File:OrderPlanningAWS.png|400px]]
-Next, use the TrackAbout App to Deliver and Return your tools:
+Once you have order numbers assigned for each delivery, your drivers can now use the TrackAbout App to Deliver/Pick Up your tools:
 '''Mobile Delivery Screens'''

@@ Line 87: / Line 87: @@
 <!--T:28-->
 If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
 ===Set Tool Location=== <!--T:29-->