Getting Started - Kegs - Revision history

Jgreco: Initial proofread pass - docs

2021-11-30T19:37:09Z

Initial proofread pass - docs

Jgullickson at 16:42, 4 October 2017

2017-10-04T16:42:30Z

Jgullickson at 16:39, 4 October 2017

2017-10-04T16:39:41Z

Jgullickson at 16:38, 4 October 2017

2017-10-04T16:38:11Z

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..."

2017-09-13T18:31:07Z

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..."

New page

<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 - This page leads you through setting up your TrackAbout environment.
#[[Capturing_Data_-_Kegs|Capturing Data - Kegs]] - Now that your environment is ready to go, it's time to start collecting data.
#[[Reviewing_Data_-_Kegs|Reviewing Data - Kegs]] - 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]

=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 [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= 
Your environment has been configured to work with basic Keg company requirements. These next steps will help you set up your business specific data into the system. 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}}
* TrackAbout "Locations" 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, found under the '''TrackAbout Config''' menu on the site.


*Refer to the [[Locations]] page or watch the video 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.

==Users and Mobile Roles==
== 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
:*You already have two roles available to you:
# '''General''' - provides all available Keg tracking actions
# '''Drivers''' - provides the Drop Off / Pick Up action

and you will be able to assign when setting up your internal user accounts. If you need additional roles they 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.

==Internal Users ==
{{#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 and already have two roles available to you:
# General - provides all available Roll Off Container actions
# Drivers - provides the Drop Off / Pick Up action

=== 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.

==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 Asset Classifications/Product Codes for you to use. 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 additional Classifications and Product Codes.

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

==Customers== 
Do you want to track containers to and from customer sites? If not, you can skip this section.

*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.


===Bulk Load Customers ===

If you have a large customer base, you can upload your customers in bulk. To do this:

#Download this template and add your customer information: LoadCustomersTemplate.xlsx
#Save this as a tab-delimited text file
#On the website, use the menu bar and go to Integration > '''Import Customer Info'''
#Follow the instructions on the page<br>

'''Note:''' If you need a specific import format other than the one provided here, please contact your support specialist.

=Setting up Mobile Units (Handheld Computers)= 

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/Android Smartphones and Tablets: You'll download the app from the respective App Store. See our [[Smartphone_App|Smartphone page]] for assistance.

=Tracking Labels =
Tracking your unique containers is made possible by the tracking labels you adhere to those kegs.

We have developed some best practices for the kinds of labels suited for container tracking, as well as where to place them.

See the page on [[Labels_for_Kegs]] for more information about Specifications and Pricing.

= NEXT: Capturing Data = 


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

Let's start scanning.


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_-_Kegs|Continue to Capturing Data for Kegs '''→''']]</big>
</translate>

@@ Line 34: / Line 34: @@
 See [[Smartphone_App#Requirements]] for minimum smartphone requirements for running TrackAbout iOS/Android applications.
-==Setting up Mobile Units (Handheld Computers)== <!--T:40-->
+===Setting up Mobile Units (Handheld Computers)=== <!--T:40-->
 Next, you'll need to download the necessary TrackAbout software

@@ Line 3: / Line 3: @@
 <!--T:2-->
-Welcome to TrackAbout!  This Quick Start Guide will provide you with information and tools to lead you through your implementation.
+Welcome to TrackAbout! This Quick Start Guide will provide you with information and tools to lead you through your implementation.
 <!--T:3-->
@@ Line 9: / Line 9: @@
 <!--T:4-->
 #Getting Started - This page leads you through setting up your TrackAbout environment.
 #[[Capturing_Data_-_Kegs|Capturing Data - Kegs]] - Now that your environment is ready to go, it's time to start collecting data.
 #[[Reviewing_Data_-_Kegs|Reviewing Data - Kegs]] - Finally, now that you have data, this page will instruct you on how to use it.
 <!--T:5-->
-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]
+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].
 =Logging in= <!--T:7-->
 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 [https://www.trackabout.com/public/login.aspx https://www.trackabout.com/public/login.aspx]
+*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.
@@ Line 36: / Line 36: @@
 ===Setting up Mobile Units (Handheld Computers)=== <!--T:40-->
-Next, you'll need to download the necessary TrackAbout software
+Next, you'll need to download the necessary TrackAbout software.
-*'''For iOS/Android Smartphones and Tablets''': You'll download the app from the respective App Store.  See our [[Smartphone_App|Smartphone page]] for assistance.
+*'''For iOS/Android Smartphones and Tablets''': You'll download the app from the respective App Store. See our [[Smartphone_App|Smartphone page]] for assistance.
 *'''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 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.
 =Setting up Basic Information= <!--T:17-->
-Your environment has been configured to work with basic Keg company requirements.  These next steps will help you set up your business specific data into the system.  If you need assistance with any of these steps, please feel free to contact [[Contact_Us#Support|TrackAbout Support]].
+Your environment has been configured to work with basic Keg company requirements. These next steps will help you set up your business specific data into the system. If you need assistance with any of these steps, please feel free to contact [[Contact_Us#Support|TrackAbout Support]].
 == Locations== <!--T:19-->
 {{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}}
-* TrackAbout "Locations" 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.
+* TrackAbout "Locations" 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.
 <!--T:20-->
@@ Line 68: / Line 68: @@
 == Mobile Roles == <!--T:30-->
 {{#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 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 define the permissions and actions that a specific user or group of users is able to perform.
 :*You already have two roles available to you:
 # '''General''' - provides all available Keg tracking actions
 # '''Drivers''' - provides the Drop Off / Pick Up action
-and you will be able to assign when setting up your internal user accounts.  If you need additional roles they 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.
+If you need additional roles they 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.
 ==Internal Users ==
 {{#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]
+* 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 [[Internal_Users|Internal Users]].
 <!--T:26-->
-*Each user will be assigned to website and mobile roles.  These determine what permissions 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 and already have two roles available to you:
-# General - provides all available Roll Off Container actions
+# General - Provides all available Roll Off Container actions.
-# Drivers - provides the Drop Off / Pick Up action
+# Drivers - Provides the Drop Off / Pick Up action.
 === Mobile Users === <!--T:27-->
@@ Line 91: / Line 91: @@
 :* 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
+* 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 104: / Line 104: @@
 ==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.
+* 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.
 <!--T:33-->
-*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.
+*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.
 <!--T:34-->
-Your new TrackAbout environment will already contain Asset Classifications/Product Codes for you to use.  These can be viewed and created on the [https://www.trackabout.com/clt/setup/listProdCodeMappings.aspx Product Code Mappings] page.
+Your new TrackAbout environment will already contain Asset Classifications/Product Codes for you to use. These can be viewed and created on the [https://www.trackabout.com/clt/setup/listProdCodeMappings.aspx Product Code Mappings] page.
 <!--T:35-->
-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 additional 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 additional Classifications and Product Codes.
-* See here for Product Code [[Tracking_Status]]
+* See here for Product Code [[Tracking_Status]].
-* See here for [[Mapping New Product Codes]]
+* See here for [[Mapping New Product Codes]].
 ==Customers== <!--T:38-->
-Do you want to track containers to and from customer sites?  If not, you can skip this section.
+Do you want to track containers to and from customer sites? If not, you can skip this section.
-*Customers are able to be managed and added through the [https://www.trackabout.com/clt/holder/allHolders.aspx Customer List] page
+*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.
@@ Line 130: / Line 130: @@
 #Download this template and add your customer information: LoadCustomersTemplate.xlsx
-#Save this as a tab-delimited text file
+#Save this as a tab-delimited text file.
-#On the website, use the menu bar and go to Integration > '''Import Customer Info'''
+#On the website, use the menu bar and go to Integration > '''Import Customer Info'''.
-#Follow the instructions on the page<br>
+#Follow the instructions on the page.<br>
 '''Note:''' If you need a specific import format other than the one provided here, please contact your support specialist.

@@ Line 29: / Line 29: @@
 <!--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 127: / Line 135: @@
 '''Note:''' If you need a specific import format other than the one provided here, please contact your support specialist.
 =Tracking Labels =