Dashboard Maintenance - Revision history

Jgreco: Initial proofread pass - docs

2021-11-29T18:46:12Z

Initial proofread pass - docs

Lpickett: /* Ungrouped Audit Records */

2017-05-11T20:07:49Z

Ungrouped Audit Records

Lpickett: /* How it Works */

2017-05-11T20:05:55Z

How it Works

Lpickett: /* How it Works */

2017-05-11T20:05:14Z

How it Works

Lpickett: /* How it Works */

2017-05-11T20:04:55Z

How it Works

Lpickett: /* How it Works */

2017-05-11T20:04:29Z

How it Works

Lpickett at 19:43, 11 May 2017

2017-05-11T19:43:12Z

Lpickett at 19:38, 11 May 2017

2017-05-11T19:38:12Z

Lpickett: /* Overview */

2017-05-11T19:36:12Z

Overview

Lpickett: /* Your Dashboard */

2017-05-11T19:34:57Z

Your Dashboard

@@ Line 1: / Line 1: @@
 {{TrackAbout Feature
 |Parent Module=Core Tracking
-|Feature Description=The TrackAbout Dashboard provides a means to identify issues with your data or processes that you might need to address.
+|Feature Description=The TrackAbout Dashboard provides a means to identify issues with your data or processes you might need to address.
 }}
 ==Overview==
@@ Line 17: / Line 17: @@
 * '''Location-Independent Items''' - In this section you'll see issues that pertain to the system in general and are not specific to a particular location or branch.
 * '''Location-Dependent Items''' - These items can be filtered by Location/Branch.
 * '''Mobile Unit List''' - This table at the bottom of your dashboard provides a view of what devices are configured for use with your system.
@@ Line 43: / Line 43: @@
 ====Ungrouped Audit Records====
-Ungrouped Audit Reocrds occur after customer audits. To impact the customer's balance, audit records must be grouped and reconciled. If they are not, TrackAbout will continue to use the previous customer balance. The TrackAbout website will guide you the process of grouping and reconciling.
+Ungrouped Audit Records occur after customer audits. To impact the customer's balance, audit records must be grouped and reconciled. If they are not, TrackAbout will continue to use the previous customer balance. The TrackAbout website will guide you the process of grouping and reconciling.
 ===Location dependent===
@@ Line 52: / Line 52: @@
 If the asset is in house, go find that asset and determine what type it is; or you can set up a wireless alert for this asset. Any handheld user connected to the wireless network who scans the asset will receive the message upon wireless save.
 ====Collisions====
-Collisions are caused by a duplicate serial number of barcode within the system, and are generated automatically.
+Collisions are caused by a duplicate serial number or barcode within the system, and are generated automatically.
-TrackAbout will attempt find an asset match within the system. If the asset is in-house, or if you are sure of its identity, TrackAbout recommends that you verify the identity of the asset. If not, you can put a Wireless Alert on the asset that will prompt the user to identify the asset or follow custom directions that you append.
+TrackAbout will attempt to find an asset match within the system. If the asset is in-house, or if you are sure of its identity, TrackAbout recommends that you verify the identity of the asset. If not, you can put a Wireless Alert on the asset that will prompt the user to identify the asset or follow custom directions that you append.
-TrackAbout will present you with three options: create and attach a new asset, delete the collision permanently, or do nothing at this time. It is important to choose the option that most accurately reflects the asset's history.
+TrackAbout will present you with three options: Create and attach a new asset, delete the collision permanently, or do nothing at this time. It is important to choose the option that most accurately reflects the asset's history.
 Sometimes, a collision will not resolve on your first attempt to merge it with another asset. TrackAbout Support is automatically notified when this happens, and will fix the underlying issue promptly.
@@ Line 63: / Line 63: @@
 ====Invoices with Mismatched Customer Numbers====
-This problem may occur if you are using integration. The accounting system’s data doesn’t match the invoice number in TrackAbout. Often, this is a result of an employee miskeying an invoice number on a handheld. It can be resolved by clicking the ‘accept from accounting’ link to the right of the error.
+This problem may occur if you are using integration. The accounting system’s data doesn’t match the invoice number in TrackAbout. Often, this is a result of an employee miss-keying an invoice number on a handheld. It can be resolved by clicking the ‘accept from accounting’ link to the right of the error.
 ====Invoices with Mismatched Invoice Numbers====
-This is a similar problem to the one above. You may choose to use the invoice from accounting; if the mismatched invoice is correct, an option will appear in TrackAbout, and you can choose to keep the number.
+This is a similar problem to the one above. You may choose to use the invoice from accounting. If the mismatched invoice is correct, an option will appear in TrackAbout, and you can choose to keep the number.
 ====Unverified Invoices====
 Invoices will not be verified if they do not match information from accounting.

@@ Line 43: / Line 43: @@
 ====Ungrouped Audit Records====
-Ungrouped Audit Reocrds occur after customer audits. To take effect, audit records must be grouped and reconciled. If they are not, TrackAbout will continue to use the previous customer balance. The TrackAbout website will guide you the process of grouping and reconciling.
+Ungrouped Audit Reocrds occur after customer audits. To impact the customer's balance, audit records must be grouped and reconciled. If they are not, TrackAbout will continue to use the previous customer balance. The TrackAbout website will guide you the process of grouping and reconciling.
 ===Location dependent===

@@ Line 15: / Line 15: @@
 The TrackAbout Dashboard is separated into three parts
-* '''Location Independent Items''' - In this section you'll see issues that pertain to the system in general and are not specific to a particular location or branch.
+* '''Location-Independent Items''' - In this section you'll see issues that pertain to the system in general and are not specific to a particular location or branch.
-* '''Location Dependent Items''' - These items can be filtered by Location/Branch.
+* '''Location-Dependent Items''' - These items can be filtered by Location/Branch.
-* '''Mobile Device List''' - This table at the bottom of your dashboard provides a view of what devices are configured for use with your system.
+* '''Mobile Unit List''' - This table at the bottom of your dashboard provides a view of what devices are configured for use with your system.

← Older revision		Revision as of 20:05, 11 May 2017
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−	[[File:TrackAboutDashboard.png\|~~500px~~]]	+	[[File:TrackAboutDashboard.png\|600px]]

← Older revision		Revision as of 20:04, 11 May 2017
Line 22:		Line 22:


−	[[File:TrackAboutDashboard.png\|~~400px~~]]	+	[[File:TrackAboutDashboard.png\|500px]]

@@ Line 22: / Line 22: @@
-[[File:TrackAbout Dashboard.png|400px]]
+[[File:TrackAboutDashboard.png|400px]]
 ===General Dashboard Tips===
@@ Line 73: / Line 74: @@
 -----------------------------------------------
 ==Customizing it for You==

@@ Line 24: / Line 24: @@
 [[File:TrackAbout Dashboard.png|400px]]
-==General Dashboard Tips==
+===General Dashboard Tips===
 *Work from the top-down; errors corrected at the top may resolve errors at the bottom.
 *The goal should be for all areas to display zero.
@@ Line 30: / Line 30: @@
 *If at any point you encounter any difficulties, please reach out to TrackAbout Support and we would be more than happy to assist you.
-==Location independent==
+===Location Independent===
-===Sync Problems===
+====Sync Problems====
 Sync problems mean that data from a handheld has not been successfully uploaded to TrackAbout. The Support team is automatically notified when a sync problem occurs, and we proactively identify the error and resolve it.
 If you see an error before us, you may click the ‘retry now’ link on the Sync Problems page of the website. Sometimes, a sync problem is simply a sync that timed out due to an overloaded server, and it will process once the server is managing a smaller load.
@@ Line 37: / Line 37: @@
 '''Note:''' The support team is only automatically notified of sync problems occurring in the Production environment. If you are testing and have a sync problem in the Test environment, you will need to contact TrackAbout Support for assistance.
-===Linked Exchange Messages Failing to Send (Module Option)===
+====Linked Exchange Messages Failing to Send (Module Option)====
 Linked Exchange allows organizations that are both TrackAbout customers to manage asset flows more directly.
 If you encounter this issue, please contact TrackAbout Support.
-===Ungrouped Audit Records===
+====Ungrouped Audit Records====
 Ungrouped Audit Reocrds occur after customer audits. To take effect, audit records must be grouped and reconciled. If they are not, TrackAbout will continue to use the previous customer balance. The TrackAbout website will guide you the process of grouping and reconciling.
-==Location dependent==
+===Location dependent===
-===Records Scanned in Wrong Sequence===
+====Records Scanned in Wrong Sequence====
 Records scanned in the wrong sequence prevent an accurate history from being compiled in TrackAbout.
 To resolve this issue, simply change the record date and time to be ahead of the record that should have preceded it.
-===Non-Delivery Records with Unclassified Assets===
+====Non-Delivery Records with Unclassified Assets====
 If the asset is in house, go find that asset and determine what type it is; or you can set up a wireless alert for this asset. Any handheld user connected to the wireless network who scans the asset will receive the message upon wireless save.
-===Collisions===
+====Collisions====
 Collisions are caused by a duplicate serial number of barcode within the system, and are generated automatically.
 TrackAbout will attempt find an asset match within the system. If the asset is in-house, or if you are sure of its identity, TrackAbout recommends that you verify the identity of the asset. If not, you can put a Wireless Alert on the asset that will prompt the user to identify the asset or follow custom directions that you append.
@@ Line 61: / Line 61: @@
 [[Collisions|Read more on Collisions]].
-===Invoices with Mismatched Customer Numbers===
+====Invoices with Mismatched Customer Numbers====
 This problem may occur if you are using integration. The accounting system’s data doesn’t match the invoice number in TrackAbout. Often, this is a result of an employee miskeying an invoice number on a handheld. It can be resolved by clicking the ‘accept from accounting’ link to the right of the error.
-===Invoices with Mismatched Invoice Numbers===
+====Invoices with Mismatched Invoice Numbers====
 This is a similar problem to the one above. You may choose to use the invoice from accounting; if the mismatched invoice is correct, an option will appear in TrackAbout, and you can choose to keep the number.
-===Unverified Invoices===
+====Unverified Invoices====
 Invoices will not be verified if they do not match information from accounting.
-===Lost and Found===
+====Lost and Found====
 Assets that are marked as lost, but then have an action performed on them, will appear in this section. TrackAbout will ask you to verify that the asset has been found, at which point you can give credit to the customer from whom it was returned.
-===Accounting Adjustments===
+====Accounting Adjustments====
 See page [[Key_Concepts#Accounting_Adjustments|reference]].

@@ Line 4: / Line 4: @@
 }}
 ==Overview==
-The Dashboard provides information about unresolved issues pertaining to your data. The TrackAbout Dashboard should be a staple of your daily TrackAbout Administrative activities. Many TrackAbout clients identify an internal TrackAbout Administrator responsible for the health of their TrackAbout system.
+The TrackAbout Dashboard provides information about unresolved issues pertaining to your data. The Dashboard should be a staple of your daily TrackAbout Administrative activities. Many TrackAbout clients identify an internal TrackAbout Administrator responsible for the health of their TrackAbout system.
 ===Why do you need it===

@@ Line 3: / Line 3: @@
 |Feature Description=The TrackAbout Dashboard provides a means to identify issues with your data or processes that you might need to address.
 }}
 ==Your Dashboard ==
 Here is a training video to teach you about the [http://video.trackabout.com/video/72517360 TrackAbout Dashboard].