Getting Started - Chemical Totes - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T19:28:24Z

Initial proofread pass - docs

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Jgullickson at 12:22, 9 March 2018

2018-03-09T12:22:38Z

Jgullickson at 17:37, 4 October 2017

2017-10-04T17:37:39Z

Jgullickson at 17:31, 4 October 2017

2017-10-04T17:31:20Z

Jgullickson at 17:30, 4 October 2017

2017-10-04T17:30:48Z

Jvargo at 17:12, 4 October 2017

2017-10-04T17:12:21Z

Jgullickson at 16:53, 4 October 2017

2017-10-04T16:53:15Z

Jgullickson at 16:50, 21 September 2017

2017-09-21T16:50:36Z

Jgullickson at 16:46, 21 September 2017

2017-09-21T16:46:25Z

Jgullickson: Created page with " =Quick Start Guide= Welcome to TrackAbout! This Quick Start Guide will provide you with information and tools to lead you through your imp..."

2017-09-21T16:45:25Z

Created page with "<translate> =Quick Start Guide=   Welcome to TrackAbout! This Quick Start Guide will provide you with information and tools to lead you through your imp..."

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<translate>
=Quick Start Guide= 


Welcome to TrackAbout! This Quick Start Guide will provide you with information and tools to lead you through your implementation.


The Quick Start Guide is divided into three segments:


#Getting Started - Packaged Gas and Welding Supplies - This page leads you through setting up your TrackAbout environment.
#[[Capturing Data - Packaged Gas and Welding Supplies]] - Now that your environment is ready to go, it's time to start collecting data.
#[[Reviewing Data - Packaged Gas and Welding Supplies]] - Finally, now that you have data, this page will instruct you on how to use it.


Your OnTrack Implementation Specialist will be available to answer any questions you may have. If you have not yet been assigned an OnTrack Implementation Specialist please contact [mailto:support@trackabout.com| support@trackabout.com]

=Getting Started= 
==Creating Your TrackAbout Site==

=== TrackAbout Creates Your Site === 
TrackAbout will create your website for you. Your OnTrack Implementation specialist will customize your site based on your tracking requirements. We will just need your Site Name to create your site.

===Site Name=== 
By default we will use your domain name as your TrackAbout site name. So if your company's website is YourDomain.com we will call your trackabout site YourDomain. This is important only because then your people or your customers (if you allow your customers to access your site) can then go to YourDomain.trackabout.com to get to your site.

==Customized Banner== 
Across the top of your TrackAbout site there is a spot for you to have a customized banner. Generally you would put your logo here or any other graphics, text or links needed to make your TrackAbout site look like your site. <br />
[[File:TA banner.PNG|400px]]


The ideal logo is an svg file with a width of 208px and height of 78px. Please send a file to your implementation specialist to have your logo placed on your TrackAbout page. <br />


Also there will be 4 buttons shown off the the right side of the banner. Your graphic or background colors may go under these buttons, but the buttons must be shown. A customized banner is not required, but we do recommend one. Without a customized banner a generic 'TrackAbout' banner will be shown.

===Logging in=== 
Your TrackAbout representative will create your first system administrator user for the site. You will receive an email from TrackAbout with a link for you to set a password and then log into the site. You can log into TrackAbout in a few ways:
*Go to YourDomain.trackabout.com. So if your website was abc.com then you could go to abc.trackabout.com.
**The benefit of using this YourDomain.trackabout.com url is that you will always see your customized banner across the top of the page - even when logging in from a new computer or a customer computer. When you log in with the two methods below, you will first see a generic TrackAbout banner the first time that you log in from any given computer. After that first login the computer should remember your banner, but the banner may be cleared periodically if you flush the browsers cache of stored info.
**This url is also easy to remember and makes the site more tailor-made.
*Go to [https://www.trackabout.com/public/login.aspx https://www.trackabout.com/public/login.aspx]
*Go to [https://www.trackabout.com trackabout.com ] and click the "Login" link in the upper right corner of this page.
Check out the page on [[Navigation]] for info about how to get around the website.

==System Requirements== 
There are certain Software and Hardware requirements for using TrackAbout's website and mobile applications. Please see these pages for information about those requirements:


See [[TrackAbout System Requirements]] for information about minimum software/hardware requirements for utilizing TrackAbout applications.


See [[Basic_Hardware_Requirements_for_Handheld_Computers]] for information about device minimum requirements for using TrackAbout mobile applications.


See [[Smartphone_App#Requirements]] for minimum smartphone requirements for running TrackAbout iOS/Android applications.

==Setting up Basic Information== 
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]].

=== 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 (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.
This page can be found in the TrackAbout Config section of the site.


*Refer to the [[Locations]] page for more detailed information about TrackAbout Locations and how to create them.

===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, 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.


Refer to the [[Ownership]] page for more detailed instructions about how to manage Owners.

==Setting up Users and Mobile Roles== 
{{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}}
* 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 users have within the system. [[System Administrator Role and Requirements]]
:*You will be defining the mobile roles for your users below.

==== Mobile Users ==== 
* A mobile user is any user that will be using TrackAbout from a mobile device. This includes truck drivers, plant workers and anyone else who will use the handheld computers.
:* 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 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 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.


Having trouble receiving emails from TrackAbout? See [[Email Deliverability|this page]] for information about how our emails are sent out.

=== 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 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


*Mobile Roles are set up and managed through the '''[https://www.trackabout.com/clt/mobile/mobileRolesList.aspx List Mobile Roles]''' page. For more information about how they work and how to set them up, refer to the [[Mobile_Roles|Mobile Roles]] wiki page.

==Setting Up Asset Classifications== 
=== 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.


*These codes are stored in a 4 level hierarchy inside of TrackAbout called your '''Asset Classification'''. This will consist of a Category, Group, and Type - Your product codes will be structured within this hierarchy.


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 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:
*This spreadsheet is the template needed to mass map your 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.


* See here for Product Code [[Tracking_Status]]
* See here for [[Mapping New Product Codes]]

==Adding Customers== 
*Customers are able to be managed and added through the [https://www.trackabout.com/clt/holder/allHolders.aspx Customer List] page
** 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 Customers in Bulk section of the Customer page.

==Setting up Mobile Units (Handheld Computers)== 

=== Charge the Batteries === 
* The first thing to do is charge up the batteries for your mobile units.
* So if you have a stack of boxes with handhelds inside, open them up and get them charging while you move on to the next steps.
* Do ''not'' plug anything into your computer yet, we're just charging up the batteries.

=== Download and Install Software === 
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]
* 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.

= NEXT: Capturing Data = 


Congratulations! You have now set up your TrackAbout website and are ready to begin your business process.


You're next steps will be defining these processes and implementing them.


Please click below to go to our Capturing Data page to learn about Business Processes and how to navigate these processes on the Smartphone App.


<big>[[Capturing Data - Packaged Gas and Welding Supplies|Continue to Capturing Data - Packaged Gas and Welding Supplies '''→''']]</big>
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@@ Line 137: / Line 137: @@
 ==Setting Up Tote Classifications== <!--T:32-->
 === Product Codes ===
 * In TrackAbout a Product Code is the code used to indicate a specific kind of tote. 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 4: / Line 4: @@
 <!--T:2-->
 Welcome to TrackAbout!  This Quick Start Guide will provide you with information and tools to lead you through your implementation.
 <!--T:3-->

@@ Line 120: / Line 120: @@
 :* 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.
 <!--T:29-->

@@ Line 113: / Line 113: @@
 :* 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 be able to set and/or limit their actions via mobile roles
 ==== Website users ==== <!--T:28-->

@@ Line 102: / Line 102: @@
 {{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}}
 * 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]]
+* This page is in the '''TrackAbout Config''' section of the site.  For detailed instructions go to our wiki documentation page for [[Internal_Users|Internal Users]]
 <!--T:26-->

@@ Line 34: / Line 34: @@
 <!--T:11-->
-Also there will be 4 buttons shown off the the right side of the banner. Your graphic or background colors may go under these buttons, but the buttons must be shown. A customized banner is not required, but we do recommend one. Without a customized banner a generic 'TrackAbout' banner will be shown.
+Also there will be 4 links shown to the right side of the banner. Your graphic or background colors may go under these buttons, but the buttons must be shown. A customized banner is not required, but we do recommend one. Without a customized banner a generic 'TrackAbout' banner will be shown.
 ===Logging in=== <!--T:12-->
@@ Line 52: / Line 52: @@
 <!--T:15-->
-See [[Basic_Hardware_Requirements_for_Handheld_Computers]] for information about device minimum requirements for using TrackAbout mobile applications.
+See [[TrackAbout_Certified_Devices]] for information about device minimum requirements for using TrackAbout mobile applications.
 <!--T:16-->
 See [[Smartphone_App#Requirements]] for minimum smartphone requirements for running TrackAbout iOS/Android applications.
 ==Setting up Basic Information== <!--T:17-->
@@ Line 146: / Line 161: @@
 <!--T:39-->
 *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.
 = NEXT: Capturing Data = <!--T:43-->

@@ Line 65: / Line 65: @@
 === Locations === <!--T:19-->
 {{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}}
-* "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.
+* "Locations" in TrackAbout refer to any place where a tote can be located - except for customers (customer locations are managed separately). Every tote is either in a Location or at a Customer.
 <!--T:20-->
@@ Line 76: / Line 76: @@
 ===Owners=== <!--T:22-->
 {{#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, supplier, and customer owned assets, as well as of company owned assets.
+In TrackAbout, ownership refers to who owns a particular tote. This is used to keep track of vendor, supplier, and customer owned totes, as well as of company owned totes.
 <!--T:23-->
@@ Line 116: / Line 116: @@
 *Mobile Roles are set up and managed through the '''[https://www.trackabout.com/clt/mobile/mobileRolesList.aspx List Mobile Roles]''' page.  For more information about how they work and how to set them up, refer to the [[Mobile_Roles|Mobile Roles]] wiki page.
-==Setting Up Asset Classifications== <!--T:32-->
+==Setting Up Tote 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.
+* In TrackAbout a Product Code is the code used to indicate a specific kind of tote. 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.
 <!--T:33-->

@@ Line 9: / Line 9: @@
 <!--T:4-->
-#Getting Started - Packaged Gas and Welding Supplies - This page leads you through setting up your TrackAbout environment.
+#Getting Started - Chemical Totes - This page leads you through setting up your TrackAbout environment.
-#[[Capturing Data - Packaged Gas and Welding Supplies]] - Now that your environment is ready to go, it's time to start collecting data.
+#[[Capturing Data - Chemical Totes]] - Now that your environment is ready to go, it's time to start collecting data.
-#[[Reviewing Data - Packaged Gas and Welding Supplies]] - Finally, now that you have data, this page will instruct you on how to use it.
+#[[Reviewing Data - Chemical Totes]] - Finally, now that you have data, this page will instruct you on how to use it.
 <!--T:5-->
@@ Line 175: / Line 175: @@
 <!--T:47-->
-<big>[[Capturing Data - Packaged Gas and Welding Supplies|Continue to Capturing Data - Packaged Gas and Welding Supplies '''→''']]</big>
+<big>[[Capturing Data - Chemical Totes|Continue to Capturing Data - Chemical Totes'''→''']]</big>
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