Condemn or Sell Assets - Revision history

Jgreco: Initial proofread pass - docs

2021-11-18T20:23:06Z

Initial proofread pass - docs

Jwolbert: /* Capturing Reasons */

2016-03-30T18:20:03Z

Capturing Reasons

Jwolbert: /* Capturing Reasons */

2016-03-30T18:18:18Z

Capturing Reasons

Jwolbert at 18:15, 30 March 2016

2016-03-30T18:15:44Z

Jwolbert: /* Summary */

2016-03-30T18:12:49Z

Summary

Jwolbert: /* Require Condemn / Sell Approval */

2016-03-30T18:11:17Z

Require Condemn / Sell Approval

Jwolbert at 18:08, 30 March 2016

2016-03-30T18:08:48Z

Jwolbert: /* Capturing Reasons */

2016-03-30T18:03:47Z

Capturing Reasons

Jwolbert: /* Handheld Functionality */

2016-03-30T18:02:54Z

Handheld Functionality

Jwolbert at 17:59, 30 March 2016

2016-03-30T17:59:40Z

@@ Line 1: / Line 1: @@
 ==Summary==
-What to do when you have assets that need to be removed from your inventory?  In some cases, this may pertain to old items that need to be decommissioned, or else assets that have been sold off to customers and you won't need to track any further.
+What to do when you have assets that need to be removed from your inventory? In some cases, this may pertain to old items that need to be decommissioned. In others, this could be assets which have been sold off to customers that you won't need to track any further.
-The TrackAbout provides a means to remove an asset from active service.  The scrapped asset will no longer be counted against internal inventory and will not be permitted for use in regular TrackAbout processes.  Scenarios that would apply to the need for removing assets from inventory include condemning, scrapping, retiring and/or selling assets.
+TrackAbout provides a means to remove an asset from active service. The scrapped asset will no longer be counted against internal inventory and will not be permitted for use in regular TrackAbout processes. Scenarios that would apply to the need for removing assets from inventory include condemning, scrapping, retiring and/or selling assets.
-Condemn and Sell Assets features are included in your Core Tracking subscription.  Contact [[Contact_Us#Support|TrackAbout Support]] to get it set up.
+Condemn and Sell Assets features are included in your Core Tracking subscription. Contact [[Contact_Us#Support|TrackAbout Support]] to get it set up.
 == Handheld Functionality ==
@@ Line 12: / Line 12: @@
 Scrap Assets (available with TAM6) is a simple action to scan assets deemed for scrapping/condemning.
-* Choose the Scrap Assets action
+* Choose the Scrap Assets action.
-* Scan or enter information about the assets to be scrapped
+* Scan or enter information about the assets to be scrapped.
 * Save the action.
@@ Line 23: / Line 23: @@
 Like Scrap Assets, Sell Assets (available with TAM6) is also a simple action to scan assets deemed for scrapping/condemning.
-* Choose the Sell Assets action
+* Choose the Sell Assets action.
-* Scan or enter information about the assets to be sold
+* Scan or enter information about the assets to be sold.
 * Save the action.
@@ Line 34: / Line 34: @@
 When an operator uses the handheld for the purpose of condemning/scrapping assets, the system can be configured to require a reason for the scrapping.
-Reasons shown to operators are determined by the client during feature configuration.  The reasons appear in a dropdown list and selection is required before the operator can save the action.
+Reasons shown to operators are determined by the client during feature configuration. The reasons appear in a dropdown list and selection is required before the operator can save the action.
 [[File:Scrap Reason.png|400px]]
@@ Line 44: / Line 44: @@
 ===Validation and Business Rules ===
-Scrap and Selling actions include wireless lookups.  This means, when an operator scans an asset, TrackAbout will look for information specific to that asset and make sure it's valid for the action.
+Scrap and Selling actions include wireless lookups. This means, when an operator scans an asset, TrackAbout will look for information specific to that asset and make sure it's valid for the action.
 For instance, if an invalid asset is scanned or keyed into the Scrap Asset Screen, an error message will be shown and the asset will not be allowed to be scrapped.
@@ Line 51: / Line 51: @@
 For example:
-*The asset is not registered in the system
+*The asset is not registered in the system.
-*The asset is in an invalid Use State for scrapping (such as "Delivered")
+*The asset is in an invalid Use State for scrapping (such as "Delivered").
-*The asset is know to be part of a bundle or pack
+*The asset is know to be part of a bundle or pack.
 [[File:Scrapping Validation.png|400px]]
@@ Line 60: / Line 60: @@
 == Website Reporting ==
-This page is used to view assets with Use States of either Condemned (scrapped) or Sold.  The act of scrapping or selling these assets on the handheld will ensure that the assets in the system are no longer represented in inventory counts.
+This page is used to view assets with Use States of either Condemned (scrapped) or Sold. The act of scrapping or selling these assets on the handheld will ensure that the assets in the system are no longer represented in inventory counts.
 Upon navigating to this page, the report will automatically run based on the default report parameters
@@ Line 70: / Line 70: @@
 [[File:CondemnAndSellReport3.png|400px]]
-Each row will provide two links:
+Each row provides two links:
 '''View''' – This link will open the Asset History page for the cylinder
 '''Date''' – This link will open the Condemn/Sell Assets record for review
@@ Line 80: / Line 80: @@
 By default, this page is for informational use only, and no action is required. However, there is support to require approval of all condemning and selling actions before they actually remove assets from inventory.
-If enabled, report will allow operations manager or Admin to select which scrapped or sold assets to be approved.  Simple check the box next to each asset and then click the '''Approve''' button.  You will be asked to confirm the action.
+If enabled, report will allow operations manager or Admin to select which scrapped or sold assets to be approved. Simply check the box next to each asset and then click the '''Approve''' button. You will be asked to confirm the action.
 [[File:Condemn and Sold Approval.png|400px]]

← Older revision		Revision as of 18:20, 30 March 2016
Line 39:		Line 39:

	This information will be visible on the website record.		This information will be visible on the website record.
		+
		+	[[File:Website Detail.png\|400px]]

	===Validation and Business Rules ===		===Validation and Business Rules ===

← Older revision		Revision as of 18:18, 30 March 2016
Line 37:		Line 37:

	[[File:Scrap Reason.png\|400px]]		[[File:Scrap Reason.png\|400px]]
		+
		+	This information will be visible on the website record.

	===Validation and Business Rules ===		===Validation and Business Rules ===

← Older revision		Revision as of 18:15, 30 March 2016
Line 83:		Line 83:

	For clients tracking asset [[Use_States\|Use States]], upon completion of the Condemn/Sell process, asset Use States will be updated to a ''Retired'' status		For clients tracking asset [[Use_States\|Use States]], upon completion of the Condemn/Sell process, asset Use States will be updated to a ''Retired'' status
		+
		+	[[File:Retired Use State.png\|400px]]
		+
		+	Once in a Status of ''Retired'', the asset will not be permitted for use in most TAM6 handheld actions.

@@ Line 3: / Line 3: @@
 What to do when you have assets that need to be removed from your inventory?  In some cases, this may pertain to old items that need to be decommissioned, or else assets that have been sold off to customers and you won't need to track any further.
 The TrackAbout provides a means to remove an asset from active service.  The scrapped asset will no longer be counted against internal inventory and will not be permitted for use in regular TrackAbout processes.  Scenarios that would apply to the need for removing assets from inventory include condemning, scrapping, retiring and/or selling assets.
 == Handheld Functionality ==

← Older revision		Revision as of 18:08, 30 March 2016
Line 35:		Line 35:

	[[File:Scrap Reason.png\|400px]]		[[File:Scrap Reason.png\|400px]]
		+
		+	===Validation and Business Rules ===
		+
		+	Scrap and Selling actions include wireless lookups. This means, when an operator scans an asset, TrackAbout will look for information specific to that asset and make sure it's valid for the action.
		+
		+	For instance, if an invalid asset is scanned or keyed into the Scrap Asset Screen, an error message will be shown and the asset will not be allowed to be scrapped.
		+
		+	There are several scenarios in which an asset might be invalid for the action depending on the business rules enabled for the client.
		+	For example:
		+
		+	*The asset is not registered in the system
		+	*The asset is in an invalid Use State for scrapping (such as "Delivered")
		+	*The asset is know to be part of a bundle or pack
		+
		+	[[File:Scrapping Validation.png\|400px]]
		+

	== Website Reporting ==		== Website Reporting ==

@@ Line 14: / Line 14: @@
 * Save the action.
-[[File:ScrapAssets WorkFlow.png|200px]]
+[[File:ScrapAssets WorkFlow.png|400px]]
@@ Line 25: / Line 25: @@
 * Save the action.
-[[File:SellAssets WorkFlow.png|200px]]
+[[File:SellAssets WorkFlow.png|400px]]
@@ Line 35: / Line 35: @@
 [[File:Scrap Reason.png|200px]]
 == Website Reporting ==