Getting Started - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T18:57:15Z

Initial proofread pass - docs

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Jgullickson at 12:22, 9 March 2018

2018-03-09T12:22:04Z

Eschurdak: Marked this version for translation

2017-07-17T13:48:46Z

Marked this version for translation

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Eschurdak at 13:48, 17 July 2017

2017-07-17T13:48:29Z

Aneubert: /* Setting Up Asset Classifications */

2017-06-28T18:45:46Z

Setting Up Asset Classifications

Jvargo: /* Setting up Mobile Units (Handheld Computers) */

2017-06-28T18:20:31Z

Setting up Mobile Units (Handheld Computers)

Jvargo: /* Adding Customers */

2017-06-28T18:16:20Z

Adding Customers

Jvargo: /* Setting Up Asset Classifications */

2017-06-28T18:13:17Z

Setting Up Asset Classifications

Jvargo: /* Setting up Users and Mobile Roles */

2017-06-28T18:11:37Z

Setting up Users and Mobile Roles

Jvargo: /* Setting up Basic Information */

2017-06-28T18:01:47Z

Setting up Basic Information

@@ Line 117: / Line 117: @@
 ==Setting Up Asset Classifications== <!--T:32-->
 === Product Codes ===
 * In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers.

@@ Line 1: / Line 1: @@
+<translate>
 =Quick Start Guide=
@@ Line 149: / Line 149: @@
 <big>[[Capturing Data|Continue to Capturing Data '''→''']]</big>

@@ Line 111: / Line 111: @@
 For large numbers of Product Codes, these can be bulk loaded for you:
 *This spreadsheet is the template needed to mass map your product codes.
-** Excel spreadsheet template: [[Map Product Codes]]
+** You can download your asset classifications/product codes template here: https://trackabout.com/clt/setup/bulkLoadAssetClassifications.aspx
 ** Some sample data is in the spreadsheet so that you can see how it is formatted.
 ** Replace this sample data with your own real data.

@@ Line 132: / Line 132: @@
 === Download and Install Software ===
-Next, you'll need to download the software you need
+Next, you'll need to download the necessary TrackAbout software
-;*For rugged devices: The software will be available for download here: [https://www.trackabout.com/clt/mobile/softwareDownloadWindowsMobile.aspx Software Download] This is in the Mobile Units section of the site.
+;*For rugged devices: The software will be available for download here: [https://www.trackabout.com/clt/mobile/softwareDownloadWindowsMobile.aspx Software Download]
-* You should find instructions on how to setup your handhelds from this page.
+* You should find instructions on how to setup your handhelds from the page [[Installing TAMobile]]
 * You will need a desktop or laptop computer running Microsoft Windows to complete this setup.
 ;*For iOS/Smartphone: You'll download the app from the respective App Store.  See our [[Smartphone_App|Smartphone page]] for assistance.

@@ Line 122: / Line 122: @@
 ** For detailed information on how to add a new customer, please see the [[Customers|Customer]] page.
-*If you have a large customer base, you can upload your customers in bulk. To bulk load customers, please see the file template in the Adding Customer in Bulk section of the Customer page.
+*If you have a large customer base, you can upload your customers in bulk. To bulk load customers, please see the file template in the Adding Customers in Bulk section of the Customer page.
 ==Setting up Mobile Units (Handheld Computers)==

@@ Line 107: / Line 107: @@
 Your new TrackAbout environment will already contain some sample Asset Classifications/Product Codes for you to use as a guide.  These can be viewed and created on the [https://www.trackabout.com/clt/setup/listProdCodeMappings.aspx Product Code Mappings] page.
-Refer to the wiki page [[Adding Asset Classifications and Product Codes]]  for moreinformation about Asset Classifications and for instruction to manually create Classifications and Product Codes.
+Refer to the wiki page [[Adding Asset Classifications and Product Codes]]  for more information about Asset Classifications and for instructions on how to manually create Classifications and Product Codes.
 For large numbers of Product Codes, these can be bulk loaded for you:

@@ Line 72: / Line 72: @@
 ==Setting up Users and Mobile Roles==
 {{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}}
-* Setup your people from this TrackAbout webpage: [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users]
+* Setup accounts for your TrackAbout users from this TrackAbout webpage: [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users]
 * This page is in the '''TrackAbout Config''' section of the site.  For detailed instructions go to [[Internal_Users|Internal Users]]
-*Each User will be assigned to website and mobile roles.  These determine what permissions your users have within the system. [[System Administrator Role and Requirements]]
+*Each user will be assigned to website and mobile roles.  These determine what permissions users have within the system. [[System Administrator Role and Requirements]]
 :*You will be defining the mobile roles for your users below.
@@ Line 82: / Line 82: @@
 :* You will need to setup all of your mobile workers from this Internal Users page.
 :* Important: You will need to decide if your mobile workers will be required to use a password to log into the mobile units. The password is used by most TrackAbout customers to ensure that the person logged into the handheld is authenticated. This is a configuration that TrackAbout support can turn on or off for your entire site. Either you will always require passwords for logging into your mobile units or never require these passwords.
-* Once you have your mobile users set up, you will later be able to set and/or limit their actions via mobile roles
+* Once you have your mobile users set up, you will be able to set and/or limit their actions via mobile roles
 ==== Website users ====
 * You will also setup website users from the Internal Users page.
 :* The website users must all use passwords to log into the website.
-:* It is recommended that you send your website users a 'Welcome email' from the TrackAbout site that will let them setup their own password. In this way nobody knows the users password except for the user.
+:* It is recommended that you send your website users a 'Welcome email' from the TrackAbout site that will allow them to setup their own password. In this way nobody knows the user's password except for the user.
 :* If any users do not have an email address, you can set them up with a username instead and manually set their initial password. Once logged in these users can change their password, but they are not forced to change their password.
@@ Line 94: / Line 94: @@
 === Mobile Roles ===
 {{#ev:youtube|Oql9O0aaynI|400|right|Managing Mobile Roles|frame}}
-*Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to use.  Mobile roles are necessary whether you are using TAM6 or iOS/Android.
+*Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to have access to.  Mobile roles are necessary whether you are using TAM6 or iOS/Android.
 :* Mobile Roles define the permissions and actions that a specific user or group of users is able to perform

@@ Line 49: / Line 49: @@
 ==Setting up Basic Information==
-The information below is use to help you get started with a tracking project.
+The information below is used to help you get started with a tracking project.
-If you need assistance with any of these steps, please feel free to contact [[Contact_Us#Support|TrackAbout Support]] to guide you through this process.
+If you need assistance with any of these steps, please feel free to contact [[Contact_Us#Support|TrackAbout Support]].
 === Locations ===
 {{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}}
-* "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.
+* "Locations" in TrackAbout refer to any place where an asset can be located - except for customers (customer locations are managed separately). Every asset is either in a Location or at a Customer.
 * Setup your locations from the [https://www.trackabout.com/clt/locations/listLocationsTree.aspx List Locations] page.
@@ Line 64: / Line 64: @@
 ===Owners===
 {{#ev:youtube|7LDv4PmhPL4|400|right|Managing Ownerships|frame}}
-In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor and customer owned assets, as well as of company owned assets.
+In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor, supplier, and customer owned assets, as well as of company owned assets.
 * Owners are created and managed via the [https://www.trackabout.com/clt/setup/listOwnerships.aspx Ownerships] page on your TrackAbout website.