Free Trial Guide - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T18:00:22Z

Initial proofread pass - docs

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Jgullickson at 12:38, 24 April 2018

2018-04-24T12:38:58Z

Jgullickson at 12:29, 24 April 2018

2018-04-24T12:29:55Z

Jgullickson at 12:28, 24 April 2018

2018-04-24T12:28:08Z

Jgullickson at 12:17, 24 April 2018

2018-04-24T12:17:45Z

Jgullickson at 12:13, 24 April 2018

2018-04-24T12:13:24Z

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Eschurdak: Marked this version for translation

2017-07-17T14:06:09Z

Marked this version for translation

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Eschurdak at 14:05, 17 July 2017

2017-07-17T14:05:48Z

Jgullickson at 17:30, 4 January 2017

2017-01-04T17:30:50Z

Jgullickson: /* Locations */

2017-01-04T17:21:40Z

Locations

@@ Line 170: / Line 170: @@
 <br clear=all>
 ==Log into the TrackAbout app== <!--T:8-->
+[[File:TASmartphone Login.png|200px|left]]
 <!--T:11-->
 Login using the username or email address, and your password sent to you in your welcome email
+<br clear=all>
 ==Menu and Basics == <!--T:12-->
-<!--T:13-->
+[[File:TASmartphone Main Menu.png|200px|left]]
 <!--T:15-->
-Note that your screen might differ from what is shown here.
+You are now logged in. The main action menu is displayed. '''Note:''' Your screen might differ from what is shown here.
 <!--T:16-->
@@ Line 202: / Line 195: @@
 <!--T:19-->
 '''NOTE''': You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.
 ==Registering Assets== <!--T:21-->
@@ Line 216: / Line 210: @@
 <!--T:27-->
-*Optional Information: TrackAbout has been set up with the option to collect the following custom fields: Manufacturer, Manufacture Date, and Last Test Date. TrackAbout can remove these custom fields, and also add other custom fields to meet your needs.
+'''Notes about adding assets'''
 * TrackAbout has been set up with the option to collect the following custom fields: Manufacturer, Manufacture Date, and Last Test Date. TrackAbout can remove these custom fields, and also add other custom fields to meet your needs.
-When complete with all barcodes Tap '''Save''' in the upper right hand corner.  '''Note''' When the action is saved, your device will provide visual and audible feedback.
+* When the action is saved, your device will provide visual and audible feedback.
+* If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
 ==Set Asset Location== <!--T:29-->
@@ Line 230: / Line 222: @@
 ==Other Actions ==
-If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page.
+Want to see other actions? If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page.  Some examples of these include:
 <br clear=all>

@@ Line 223: / Line 223: @@
 If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
 ==Other Actions ==
@@ Line 229: / Line 234: @@
 =Reviewing Data= <!--T:64-->
 <!--T:65-->
 Once you've started saving records to your TrackAbout system, there are lots of tools and reports at your disposal to use that data.

@@ Line 165: / Line 165: @@
 <!--T:61-->
 Now that your system is configured, start adding assets to the system and track them.
-# [[Smartphone App]] --Have you downloaded the application yet?  If not, you need to follow the Steps to get your devices ready for use.
+[[Smartphone App]] -- '''Have you downloaded the application yet?'''  If not, you need to follow the Steps to get your devices ready for use.
+<br clear=all>
 ==Log into the TrackAbout app== <!--T:8-->
 On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.
@@ Line 203: / Line 203: @@
 '''NOTE''': You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.
-==Basic Actions== <!--T:20-->
+==Registering Assets== <!--T:21-->
-====Physical Registration - Barcode and Tag Placement Best Practices==== <!--T:22-->
+A crucial part of the registration process includes affixing a tag/barcode to the asset.  In most cases, it's advisable to use atleast 2 barcodes per asset.  This helps in case one of the barcodes becomes damaged or is not accessible.
 <br />
-<!--T:24-->
+If you do not have physical barcodes for your Trial, an online barcode generator works well!  Here's one we recommend
-'''Note:''' A physical barcode should not be applied to an asset before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders have correct and complete information collected as they are registered in TrackAbout.
+[https://www.barcodesinc.com/generator/index.php Online Barcode Generator]
+<br>
 <!--T:26-->
@@ Line 236: / Line 224: @@
-<!--T:63-->
+==Other Actions ==
 If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page.
 <br clear=all>
@@ Line 249: / Line 237: @@
 Feel free to explore the site, but here are some of the pages we recommend for you:
 <br clear=all>
 ==Current Inventory== <!--T:67-->

@@ Line 163: / Line 163: @@
 =Capturing Data= <!--T:60-->
-<!--T:61-->
+<!--T:9-->
-Now you're all set.  Now that you have your own tracking information set up in the system, repeat all of the mobile app testing you conducted at the beginning of the trial.
+On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.
 <!--T:63-->
 If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page.
 <br clear=all>
 =Reviewing Data= <!--T:64-->

@@ Line 1: / Line 1: @@
 =Quick Start Guide=
@@ Line 354: / Line 355: @@
 .269.0446 <br>
 sales@trackabout.com<br>

@@ Line 41: / Line 41: @@
 Your TrackAbout webpage is split into 4 sections
-. '''The Quick Search box''' - This set of fields allows you to search by particular identifiers.  The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu. <br>
+. '''The Quick Search box''' - This set of fields allows you to search by particular identifiers.  The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu.
-. '''Left Pane Navigation Menu''' - Click on any of the headings in the left pane navigation menu to reveal an expandable list of reports and tools. <br>
+<br>
-. '''Main content section''' - This section of the page will contain your TrackAbout reports and tools as you navigate through pages.<br>
+. '''Left Pane Navigation Menu''' - Click on any of the headings in the left pane navigation menu to reveal an expandable list of reports and tools.
-. '''Help and References bar''' - These links will lead you to the TrackAbout Wiki where you'll find information and videos about TrackAbout products.  This section also contains information about how to get in touch with our TrackAbout Support team.<br>
+<br>
 Check out the page on [[Navigation]] for info about how to get around the website.
@@ Line 61: / Line 65: @@
 [[File:Add New Location.png|right|400px]]
 "Locations" in TrackAbout refer to any place where an asset can be located - except for customers (those are treated separately). Every asset is either in a Location or at a Customer.
@@ Line 72: / Line 77: @@
-{{#ev:youtube|rHQ6uDlGXeU|400|left|Managing Locations|frame}}
+*Refer to the [[Locations]] page for more detailed information about TrackAbout Locations and how to create them or check out this video on Managing Locations:
 [[File:Add New Ownership.png|right|400px]]
+{{#ev:youtube|7LDv4PmhPL4|400|right|Managing Ownerships|frame}}
 TrackAbout is designed to track who owns each particular asset. TrackAbout's '''Ownerships''' are used to keep track of vendor owned, customer owned assets, and company owned assets.
@@ Line 112: / Line 122: @@
 [[File:Add New Internal User.png|right|400px]]
+{{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}}
@@ Line 185: / Line 195: @@
 [[File:Add New Customer.png|right|500px]]
 If you would like to test out Deliveries to customers during your trial, you will need to add in a few customer accounts.
@@ Line 214: / Line 226: @@
 ==Current Inventory==
 [[File:Current Inventory_Top Menu.png|left|500px]]

@@ Line 74: / Line 74: @@
 *Refer to the [[Locations]] page for more detailed information about TrackAbout Locations and how to create them or check out this video on Managing Locations:
-{{#ev:youtube|rHQ6uDlGXeU}}
+{{#ev:youtube|rHQ6uDlGXeU|400|left|Managing Locations|frame}}
 ===Owners===