Core Tracking Features - Revision history

Jgreco: Initial proofread pass - docs

2021-11-29T17:22:12Z

Initial proofread pass - docs

Lpickett at 18:34, 28 July 2017

2017-07-28T18:34:56Z

Lpickett: /* Scrap/decomission process */

2017-07-28T17:08:16Z

Scrap/decomission process

Eschurdak: Marked this version for translation

2017-07-17T13:24:51Z

Marked this version for translation

Eschurdak at 13:24, 17 July 2017

2017-07-17T13:24:26Z

Lpickett: /* Quality Control */

2017-06-28T19:32:36Z

Quality Control

Lpickett: /* Fill Tracking */

2017-06-28T19:31:36Z

Fill Tracking

Lpickett: /* Branch Transfer */

2017-06-28T19:21:45Z

Branch Transfer

Lpickett: /* Units of Measure */

2017-06-28T19:19:44Z

Units of Measure

Lpickett: /* Units of Measure */

2017-06-28T19:17:49Z

Units of Measure

@@ Line 24: / Line 24: @@
 <!--T:8-->
-'''Sort Assets''' - a step to prepare assets for Filling.  Can be used along with Dynamic Forms to enforce Inspections.
+'''Sort Assets''' - A step to prepare assets for Filling. Can be used along with Dynamic Forms to enforce Inspections.
 <!--T:9-->
-'''Sort Container''' - This is part of [[Palletization | Palletization]].  Scan assets to associate them with a container/pallet.
+'''Sort Container''' - This is part of [[Palletization | Palletization]]. Scan assets to associate them with a container/pallet.
-==Audits==  <!--T:10-->
+==Audits== <!--T:10-->
-TrackAbout provides mobile tools for conducting audits both internally and at customer locations
+TrackAbout provides mobile tools for conducting audits both internally and at customer locations.
 ===[[Customer_Audit|Customer Audit]]=== <!--T:11-->
@@ Line 40: / Line 40: @@
 <!--T:14-->
-A common business practice is to periodically take an inventory of all of the assets that are in an internal location. Some users will do this every month and some every year and some just as needed.
+A common business practice is to periodically take an inventory of all of the assets that are in an internal location. Some users will do this every month, some every year, and some just as needed.
 == [[Asset_Families| Asset Families]]== <!--T:15-->
@@ Line 52: / Line 52: @@
 <!--T:18-->
 Blocking can:
-* Be done from a rugged device or from the website
+* Be done from a rugged device or from the website.
 * Be done during a delivery action, or can be done as its own action.
@@ Line 71: / Line 71: @@
 ==[[Fill Tracking]]== <!--T:25-->
-Fill Tracking allows you to follow your asset through their production phase.  Whether the cycle is from dirty to clean, not ready to ready, empty to full, Fill Tracking can provide you with accountability and reporting along the way.
+Fill Tracking allows you to follow your asset through their production phase. Whether the cycle is from dirty to clean, not ready to ready, empty to full, Fill Tracking can provide you with accountability and reporting along the way.
 ==[[Product Usage Reporting]]== <!--T:26-->
@@ Line 78: / Line 78: @@
 TrackAbout has a variety of features to test cylinders, create documentation of those tests and recall cylinders if there is a problem.
 === [[Condemn or Sell Assets]] ===
-A process to scrap/decommission old cylinders
+A process to scrap/decommission old cylinders.
 <!--T:28-->
-This can be done in a 1-step process or a 2-step process
+This can be done in a 1-step process or a 2-step process.
 ===[[Lot Number Tracking]]=== <!--T:29-->
@@ Line 101: / Line 101: @@
 <!--T:36-->
-This is the process of moving assets from internal locations to customer locations.  TrackAbout supports two levels of Delivery functionality, the basic [[Deliver/Return_Action|Delivery/Return]] is included in the Core Tracking Module.  [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]] is a separate module that provided advanced capabilities to integrate the use of Orders from your accounting system.
+This is the process of moving assets from internal locations to customer locations. TrackAbout supports two levels of Delivery functionality, the basic [[Deliver/Return_Action|Delivery/Return]] is included in the Core Tracking Module. [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]] is a separate module that provides advanced capabilities to integrate the use of Orders from your accounting system.
 ===Branch Transfer=== <!--T:37-->
 <!--T:38-->
-This is the process of moving assets between internal locations.  Again, as with Delivery, TrackAbout supports different levels of [[Branch_Transfers|Branch Transfer]] functionality; with and without the use of [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]].
+This is the process of moving assets between internal locations. Again, as with Delivery, TrackAbout supports different levels of [[Branch_Transfers|Branch Transfer]] functionality, with and without the use of [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]].
 ===[[Receive_from_Vendor_(Third_Party_Filling)|Receive from Vendor]]=== <!--T:39-->

@@ Line 87: / Line 87: @@
 ===[[Stopped Assets]]=== <!--T:30-->
-== Units of Measure == <!--T:31-->
+== [[Units of Measure]] == <!--T:31-->
 <!--T:32-->

@@ Line 77: / Line 77: @@
 == Quality Control == <!--T:27-->
 TrackAbout has a variety of features to test cylinders, create documentation of those tests and recall cylinders if there is a problem.
-=== Scrap/decomission process ===
+=== [[Condemn or Sell Assets]] ===
 A process to scrap/decommission old cylinders

@@ Line 1: / Line 1: @@
 <translate>
 [[Core_Tracking|<< Back to Core Tracking]]
-== Asset Tracking ==
+== Asset Tracking == <!--T:2-->
 The features focus on getting assets into your TrackAbout System.
 '''[[Asset_Registration_(Add_New)| Asset Registration]]''' <br>
 '''[[Adding_Asset_Classifications_and_Product_Codes| Asset Classification Structure and Product Codes]]'''<br>
 These features give you the power to control the life cycle of your assets:
 '''[[Use_States|Use State Tracking]]'''
 The system supports an unlimited number of Use States (Statuses) which can be used for the cylinders. This could be as simple as 'full' and 'empty' but could also include 'in quarantine', 'temporarily out of service', etc.
 '''Sort Assets''' - a step to prepare assets for Filling.  Can be used along with Dynamic Forms to enforce Inspections.
 '''Sort Container''' - This is part of [[Palletization | Palletization]].  Scan assets to associate them with a container/pallet.
-==Audits==
+==Audits==  <!--T:10-->
 TrackAbout provides mobile tools for conducting audits both internally and at customer locations
-===[[Customer_Audit|Customer Audit]]===
+===[[Customer_Audit|Customer Audit]]=== <!--T:11-->
 TrackAbout provides a feature for visiting a customer's location and performing a physical audit of all assets on premises. Such an audit benefits both you and your customers in that everyone is assured that customer balances are accurate.
-===[[Internal_Inventory_Audit | Internal Inventories]]===
+===[[Internal_Inventory_Audit | Internal Inventories]]=== <!--T:13-->
 A common business practice is to periodically take an inventory of all of the assets that are in an internal location. Some users will do this every month and some every year and some just as needed.
-== [[Asset_Families| Asset Families]]==
+== [[Asset_Families| Asset Families]]== <!--T:15-->
 Asset Families allow for additional grouping of products beyond the standard Asset Classifications. Asset Families can be used in support of Business rules to regulate actions such as Filling and Valve Use. They can also be used as a more convenient way to do reporting.
-== Blocking ==
+== Blocking == <!--T:17-->
 Assets can be flagged as leaking (or other problems) which causes them to be blocked from certain actions.
 Blocking can:
 * Be done from a rugged device or from the website
 * Be done during a delivery action, or can be done as its own action.
-== [[Business Rules]] ==
+== [[Business Rules]] == <!--T:19-->
 TrackAbout supports many business rules which are enforced in many places. The most common is to say that action X cannot be done unless the cylinder is in status A or B. However, many business rules are supported.
-== [[Valve_Tracking|Valve Tracking]] ==
+== [[Valve_Tracking|Valve Tracking]] == <!--T:21-->
 TrackAbout clients who track cylinders and medical equipment also sometimes need rules pertaining to the valves used with those assets. TrackAbout provides some functionality to set rules about valves.
-== [[Make_Pack| Packs, bundles, cradles]] ==
+== [[Make_Pack| Packs, bundles, cradles]] == <!--T:23-->
 Cylinders can be put into a semi-permanent bundle and this becomes a new assets with the cylinders inside of it. Some clients call these "Bundles", “Clusters”, or "Packs". Rather than scanning each individual asset each time this group moves, the 'Make Pack' feature can be used to group these assets together. <br>
-==[[Fill Tracking]]==
+==[[Fill Tracking]]== <!--T:25-->
 Fill Tracking allows you to follow your asset through their production phase.  Whether the cycle is from dirty to clean, not ready to ready, empty to full, Fill Tracking can provide you with accountability and reporting along the way.
-==[[Product Usage Reporting]]==
+==[[Product Usage Reporting]]== <!--T:26-->
-== Quality Control ==
+== Quality Control == <!--T:27-->
 TrackAbout has a variety of features to test cylinders, create documentation of those tests and recall cylinders if there is a problem.
 === Scrap/decomission process ===
 A process to scrap/decommission old cylinders
 This can be done in a 1-step process or a 2-step process
-===[[Lot Number Tracking]]===
+===[[Lot Number Tracking]]=== <!--T:29-->
-===[[Stopped Assets]]===
+===[[Stopped Assets]]=== <!--T:30-->
-== Units of Measure ==
+== Units of Measure == <!--T:31-->
 The system supports multiple units of measure and is able to do some conversions between different units.
 Used in '''[[Asset_Registration_(Add_New)| registration]]''' and '''[[Fill Tracking|filling]].'''
-== Asset Transfers ==
+== Asset Transfers == <!--T:33-->
 TrackAbout supports various actions within Core Tracking to capture information about assets moving from an internal location
-===Delivery/Return===
+===Delivery/Return=== <!--T:35-->
 This is the process of moving assets from internal locations to customer locations.  TrackAbout supports two levels of Delivery functionality, the basic [[Deliver/Return_Action|Delivery/Return]] is included in the Core Tracking Module.  [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]] is a separate module that provided advanced capabilities to integrate the use of Orders from your accounting system.
-===Branch Transfer===
+===Branch Transfer=== <!--T:37-->
 This is the process of moving assets between internal locations.  Again, as with Delivery, TrackAbout supports different levels of [[Branch_Transfers|Branch Transfer]] functionality; with and without the use of [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery]].
-===[[Receive_from_Vendor_(Third_Party_Filling)|Receive from Vendor]]===
+===[[Receive_from_Vendor_(Third_Party_Filling)|Receive from Vendor]]=== <!--T:39-->
 For receiving full cylinders from vendors. Optionally collects lot/batch number.
 </translate>

← Older revision		Revision as of 13:24, 17 July 2017
Line 1:		Line 1:
		+	<translate>
	[[Core_Tracking\|<< Back to Core Tracking]]		[[Core_Tracking\|<< Back to Core Tracking]]

Line 90:		Line 91:

	For receiving full cylinders from vendors. Optionally collects lot/batch number.		For receiving full cylinders from vendors. Optionally collects lot/batch number.
		+	</translate>

← Older revision		Revision as of 19:21, 28 June 2017
Line 83:		Line 83:

	This is the process of moving assets between internal locations. Again, as with Delivery, TrackAbout supports different levels of [[Branch_Transfers\|Branch Transfer]] functionality; with and without the use of [[Proof_of_Delivery_(Paperless_Delivery)\|Proof of Delivery]].		This is the process of moving assets between internal locations. Again, as with Delivery, TrackAbout supports different levels of [[Branch_Transfers\|Branch Transfer]] functionality; with and without the use of [[Proof_of_Delivery_(Paperless_Delivery)\|Proof of Delivery]].
		+
		+	===[[Receive_from_Vendor_(Third_Party_Filling)\|Receive from Vendor]]===
		+
		+	For receiving full cylinders from vendors. Optionally collects lot/batch number.

@@ Line 70: / Line 70: @@
 The system supports multiple units of measure and is able to do some conversions between different units.
-Used in registration and filling.
+Used in [[Asset_Registration_(Add_New)| registration]] and filling.
 == Asset Transfers ==