Customer Portal (Follow-On Tracking) - Revision history

Jgullickson: Module name change

2022-11-16T13:47:06Z

Module name change

Jgullickson: /* Configuring Customer Portal for Your Customers */

2022-08-15T19:15:08Z

Configuring Customer Portal for Your Customers

Jgullickson at 19:09, 15 August 2022

2022-08-15T19:09:05Z

Jgullickson: Jgullickson moved page Follow-On Tracking to Customer Portal (Follow-On Tracking): Module Re-branding

2022-08-15T19:07:39Z

Jgullickson moved page Follow-On Tracking to Customer Portal (Follow-On Tracking): Module Re-branding

Jgreco: Initial proofread pass - docs

2021-11-30T17:47:38Z

Initial proofread pass - docs

Jgullickson: /* Follow-On TrackingTM Levels */

2019-04-09T12:30:40Z

Follow-On TrackingTM Levels

Tdames: /* Visible Data */

2017-10-02T16:02:44Z

Visible Data

Tdames at 16:02, 2 October 2017

2017-10-02T16:02:25Z

Jwolbert: /* How it works */

2016-08-31T16:48:09Z

How it works

Jwolbert at 16:47, 31 August 2016

2016-08-31T16:47:54Z

@@ Line 11: / Line 11: @@
 == Overview ==
-The Customer Portal Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
+The Customer Tracking Portal Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
 * Grant your customers permission to log into TrackAbout and view information about their assets.
@@ Line 33: / Line 33: @@
 * '''View Readings:''' View use point readings of telemetry devices.
-== Customer Portal Levels ==
+== Customer Tracking Portal Levels ==
 Each end customer falls into one of these two levels of overall permissions:
@@ Line 49: / Line 49: @@
 ==TAM7 Actions==
-Customer Portal Trackers with access to TAM7 on iOS and Android devices have the following options:
+Customer Tracking Portal Trackers with access to TAM7 on iOS and Android devices have the following options:
 ===Move Assets===
@@ Line 59: / Line 59: @@
 [[File:FOT_AndroidMoveAssets.png|Android Move Assets]]
-== Configuring Customer Portal for Your Customers ==
+== Configuring Customer Tracking Portal for Your Customers ==
-Customer Portal is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
+Customer Tracking Portal is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
-For more detailed information about configuring your system for Customer Portal please see this page: [[Setting Up Customer Portal]]
+For more detailed information about configuring your system for Customer Tracking Portal please see this page: [[Setting Up Customer Portal|Setting Up Customer Tracking Portal]]

← Older revision		Revision as of 19:15, 15 August 2022
Line 62:		Line 62:
	Customer Portal is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.		Customer Portal is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.

−	For more detailed information about configuring your system for Customer Portal please see this page: [[Setting Up ~~Follow-On Tracking™~~ ]]	+	For more detailed information about configuring your system for Customer Portal please see this page: [[Setting Up Customer Portal]]

@@ Line 11: / Line 11: @@
 == Overview ==
-The Follow-On Tracking<sup>TM</sup> Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
+The Customer Portal Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
 * Grant your customers permission to log into TrackAbout and view information about their assets.
 * Permissions are limited so a customer can only see their own information.
-* A customer can setup administrator users and manage their own logins.
+* A customer can set up administrator users and manage their own logins.
 * With permission, customers can move assets around internally.
 ** This can be done from the website or with their own handhelds.
@@ Line 33: / Line 33: @@
 * '''View Readings:''' View use point readings of telemetry devices.
-== Follow-On Tracking<sup>TM</sup> Levels ==
+== Customer Portal Levels ==
 Each end customer falls into one of these two levels of overall permissions:
@@ Line 49: / Line 49: @@
 ==TAM7 Actions==
-Follow-On Trackers with access to TAM7 on iOS and Android devices have the following options:
+Customer Portal Trackers with access to TAM7 on iOS and Android devices have the following options:
 ===Move Assets===
@@ Line 59: / Line 59: @@
 [[File:FOT_AndroidMoveAssets.png|Android Move Assets]]
-== Configuring Follow-On Tracking<sup>TM</sup> for Your Customers ==
+== Configuring Customer Portal for Your Customers ==
-Follow-On Tracking<sup>TM</sup> is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
+Customer Portal is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
-For more detailed information about configuring your system for Follow-On Tracking<sup>TM</sup> please see this page: [[Setting Up Follow-On Tracking™ ]]
+For more detailed information about configuring your system for Customer Portal please see this page: [[Setting Up Follow-On Tracking™ ]]

@@ Line 1: / Line 1: @@
 {{TrackAbout Module
-|Module Description=TrackAbout’s Follow-On Tracking module grants your customers controlled access to a restricted view of your TrackAbout web site so they can track and view information for assets at their locations.  With your permission, they can be granted the ability to move assets internally within locations throughout their facility.
+|Module Description=TrackAbout’s Follow-On Tracking module grants your customers controlled access to a restricted view of your TrackAbout web site so they can track and view information for assets at their locations. With your permission, they can be granted the ability to move assets internally within locations throughout their facility.
 |Supported In=TAMobile 5, TAMobile 6 Rugged, TAMobile 6 Desktop, TAMobile Android, TAMobile iOS
 |Business Process=Asset Management, Distribution
@@ Line 7: / Line 7: @@
 == The Challenge==
-* You sell the same products as your competitors and so need to find ways to differentiate your company from competitors
+* You sell the same products as your competitors and so need to find ways to differentiate your company from competitors.
-* You have customers that demand the ability to see assets and deliveries online
+* You have customers that demand the ability to see assets and deliveries online.
 == Overview ==
 The Follow-On Tracking<sup>TM</sup> Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
-* Grant your customers permission to log into TrackAbout and view information about their assets
+* Grant your customers permission to log into TrackAbout and view information about their assets.
-* Permissions are limited so a customer can only see their own information
+* Permissions are limited so a customer can only see their own information.
-* A customer can setup administrator users and manage their own logins
+* A customer can setup administrator users and manage their own logins.
-* With permission, customers can move assets around internally
+* With permission, customers can move assets around internally.
-** This can be done from the website or with their own handhelds
+** This can be done from the website or with their own handhelds.
 ==How it works==
 === Visible Data ===
-* '''Asset Balance:''' View asset balance as of now or as of a time in the past
+* '''Asset Balance:''' View asset balance as of now or as of a time in the past.
-* '''Asset List:''' View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc
+* '''Asset List:''' View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc..
-* '''On Rent Report:'''  View deliveries of assets that are still on the customers balance and their calculated days on rent.
+* '''On Rent Report:''' View deliveries of assets that are still on the customers balance and their calculated days on rent.
-* '''Transfer Activity:''' Proof of delivery confirmations including signature capture and POs
+* '''Transfer Activity:''' Proof of delivery confirmations including signature capture and POs.
-* '''Asset Search:''' Find assets by tracking number or search on other characteristics
+* '''Asset Search:''' Find assets by tracking number or search on other characteristics.
-* '''Delivery Search:''' Search for delivery by invoice number or PO number
+* '''Delivery Search:''' Search for delivery by invoice number or PO number.
-* '''Inventory Worksheet:''' Printable worksheet for doing an inventory audit - including tracking numbers of unique assets
+* '''Inventory Worksheet:''' Printable worksheet for doing an inventory audit - including tracking numbers of unique assets.
-* '''Unexpected Transfers:''' View cases where one department returns assets assigned to another department
+* '''Unexpected Transfers:''' View cases where one department returns assets assigned to another department.
-* '''Certificates of Analysis:''' Look up Certificates of Analysis (COAs) by lot# or for an individual asset
+* '''Certificates of Analysis:''' Look up Certificates of Analysis (COAs) by lot# or for an individual asset.
-* '''Move assets:''' Move assets from website or from mobile handheld computer
+* '''Move assets:''' Move assets from website or from mobile handheld computer.
-* '''View Readings:''' View use point readings of telemetry devices
+* '''View Readings:''' View use point readings of telemetry devices.
 == Follow-On Tracking<sup>TM</sup> Levels ==
-Each end customer falls into one of these two levels of overall permissions
+Each end customer falls into one of these two levels of overall permissions:
 === Viewer Level ===
-* View information about assets and deliveries
+* View information about assets and deliveries.
-* Manage internal users and their permissions
+* Manage internal users and their permissions.
 === Tracker Level ===
-* View information about assets and deliveries
+* View information about assets and deliveries.
-* Manage internal users and their permissions
+* Manage internal users and their permissions.
-* Create internal inventory locations
+* Create internal inventory locations.
-* Move assets around via the website
+* Move assets around via the website.
-* Move assets around using mobile computers with or without scanners
+* Move assets around using mobile computers with or without scanners.
 ==TAM7 Actions==
-Follow-On Trackers with access to TAM7 on iOS and Android devices will have the following options
+Follow-On Trackers with access to TAM7 on iOS and Android devices have the following options:
 ===Move Assets===
@@ Line 60: / Line 60: @@
 == Configuring Follow-On Tracking<sup>TM</sup> for Your Customers ==
-Follow-On Tracking<sup>TM</sup> is configured right through your Trackabout web interface.  Once the module has been purchased you will need Trackabout Support personnel to "Turn-On" the module for you.  Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
+Follow-On Tracking<sup>TM</sup> is configured right through your TrackAbout web interface. Once the module has been purchased you will need TrackAbout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
 For more detailed information about configuring your system for Follow-On Tracking<sup>TM</sup> please see this page: [[Setting Up Follow-On Tracking™ ]]

@@ Line 46: / Line 46: @@
 * Move assets around via the website
 * Move assets around using mobile computers with or without scanners
 == Configuring Follow-On Tracking<sup>TM</sup> for Your Customers ==