Reviewing Data - Chemical Totes - Revision history

Jgullickson: /* TrackAbout Dashboard */

2017-10-04T20:27:14Z

TrackAbout Dashboard

Jgullickson at 18:02, 4 October 2017

2017-10-04T18:02:18Z

Jgullickson at 17:57, 4 October 2017

2017-10-04T17:57:52Z

Jvargo at 17:21, 4 October 2017

2017-10-04T17:21:26Z

Jgullickson at 16:55, 21 September 2017

2017-09-21T16:55:09Z

Jgullickson: Created page with " '''←''' Return To Capturing Data - Chemical Totes = Summary = Reviewing Data..."

2017-09-21T16:49:06Z

Created page with "<translate>  <big> '''←''' Return To Capturing Data - Chemical Totes</big> = Summary =   Reviewing Data..."

New page

<translate>

<big>[[Capturing_Data - Chemical Totes| '''←''' Return To Capturing Data - Chemical Totes]]</big>

= Summary = 


Reviewing Data is the final phase of your Quick Start Implementation. From this page, we will lead you through some of the most helpful pages and tools on the TrackAbout website for utilizing and undertanding your data.

= Reviewing Asset Data= 

==Asset History== 


[[Asset_History|Asset History]]


The Asset History is a page that holds information unique to each asset existing in TrackAbout.


This page provides details about the unique identifiers of the asset such as Barcode and Serial Number. It also provides classification information, a history of all records the asset is attached to organized as chronological line items, status and use state of the asset, and any custom asset information that has been deemed necessary to collect and display for the asset.


The page also provides a host of options for editing or updating information right from the web site under the right hand heading 'Asset Editing Options'.

==Records== 

===Record Details === 


Record Detail pages are available for every type of action performed in TrackAbout. Some common examples of records are Delivery, Fill, Maintenance, and Locate action records.


The Record Details page includes but is not limited to the following information:
*Record type
*Time record was created
*Time record was saved to web site
*Who performed the record
*What device the record was created from
*Location from which the record creating action was performed
*Information collected about the record or assets on the record (Record Form Data)
**Record Form Data can include things like PO#, Signature, Name of signer, or any other information deemed necessary to collect for a record including general asset information or maintenance details
*Information about what assets were included on the record
*Notes - entered from handheld while creating record or added from website after record creation
*For Delivery Records (including but not limited to)
**Invoice Number
**Customer Number


As just two simple examples, Record Details pages can be reached from the TrackAbout Activity page by clicking on a record link after a search is performed, or by clicking on the 'View' link on any line item of an Asset History page.


The type of Record will determine what information is displayed.

===Editing Records=== 


[[Record_Editing|Record Editing]]
The Record Details Page also provides a host of record editing options.

=TrackAbout Administration= 
=TrackAbout Dashboard=
The TrackAbout Dashboard should be a staple of your daily TrackAbout Administrative activities. The Dashboard provides information about unresolved issues pertaining to your data.


It's important to review your dashboard regularly to address issues. Many TrackAbout clients identify an internal TrackAbout Administrator responsible for the health of their TrackAbout system.


See [[Dashboard Maintenance]] for more detailed information about managing your Dashboard.


As part of your Quick Start Implementation, below we will discuss some of the more important aspects of Dashboard Maintenance.

==Sync Problems== 
[[Dashboard_Maintenance#Sync_Problems|Sync Problems]]


On the TrackAbout Dashboard, the number adjacent to Sync Problems represents the number of sync attempts that did not fully process. There are a number of reasons why a device would fail to fully process once it reaches the TrackAbout server. The TrackAbout support team will attempt to handle these sync problems proactively if they come up.

==Reconciling Customer Audits== 


Performing a complete customer audit is a two-step process. Step one is the scanning of assets while at the customer location.


Step two is the reconciliation of the scans performed on site. This is typically carried out by one designated person and is performed from the web site.


'''The audit findings are not applied to TrackAbout balances until the reconciliation process is completed in the web site!'''

[[Customer_Audit#Audit_Reconciliation_on_the_Trackabout_Website|Audit Reconciliation on the Trackabout Website]]
==Mapping New Product Codes == 
==Collisions==


An asset collision is a condition that occurs when a barcode or serial number is scanned or keyed-in on a record, and TrackAbout cannot resolve the barcode or serial number to target exactly one asset in the system. For a variety of reasons, but usually data entry errors, there can be two or more assets in the system with the same barcode or serial number. When TrackAbout cannot find one and only one asset that matches, it instead attaches a collision to the record.
Collisions on records are called out on the Dashboard page and are one of the conditions that TrackAbout administrators need to be aware of and clean up on a regular basis. The collision attached to the record contains all the known information about the asset that was scanned or keyed in. The collision resolution webpage also provides additional information about the possible matches in order to help the admin resolve the collision.
TrackAbout will attempt to auto-resolve any collisions as they might occur by checking other properties of the two or more assets that were located, such as those assets' classifications, product codes, and physical locations. If TrackAbout can intuit that only one of the assets that matched could possibly be the asset in question, it will auto-resolve the collision, no user intervention is required, and no actual collision will be created.


[[Collisions]]

=TrackAbout Reporting Tools= 
==TrackAbout Activity ==


This page is a tool you can use whenever you need to find specific records within a specified time period. Users can filter what they are looking for by time period, type of action, location, etc. to find exactly what they are looking for. <br />


Please visit the [[TrackAbout Activity]] wiki page to learn more about TrackAbout Activity.

==Current Inventory== 
[https://www.trackabout.com/clt/locations/inventory.aspx Here is a link to the page in the TrackAbout Web Site.]


The Current Inventory page is one of the most powerful general search tools within TrackAbout.


Current Inventory gives you the ability to search for assets or groups of assets based on Location, Classification, Ownership. Users can search by multiple locations or ownership at one time. Users can also choose how specific to narrow the search criteria for Classification.


Users can choose to see results summed by Category, Group and Type, Product Code, or Detailed where every individual asset is displayed on its own line (only available when searching internal locations.


Users can also choose to search only for assets that have or have not been on a record in a set time period.


[[File:Current Inventory.JPG|400px]]

=Advanced Functionality= 


TrackAbout provides so much useful functionality beyond what is available through your Core Tracking Module. Review information about Modules and Features to tailor TrackAbout to your needs.<br />


# Refer to the [https://corp.trackabout.com/modules/ Module descriptions] on our Corporate Site for a high level overview.
# Refer to the TrackAbout Wiki [[Module Overviews|Module Overviews]] for more detailed and technical information about Module and Feature functionality.
</translate>

@@ Line 120: / Line 120: @@
 <!--T:37-->
-Users can choose to see results summed by Category, Group and Type, Product Code, or Detailed where every individual tote is displayed on its own line (only available when searching internal locations.
+Users can choose to see results summed by Category, Group and Type, Product Code, or Detailed where every individual tote is displayed on its own line (only available when searching internal locations).
 <!--T:38-->

@@ Line 88: / Line 88: @@
 [[Customer_Audit#Audit_Reconciliation_on_the_Trackabout_Website|Audit Reconciliation on the Trackabout Website]]
-==Mapping New Product Codes ==  <!--T:28-->
 ==Collisions==

@@ Line 30: / Line 30: @@
 <!--T:12-->
-Record Detail pages are available for every type of action performed in TrackAbout.  Some common examples of records are Delivery, Fill, Maintenance, and Locate action records.
+Record Detail pages are available for every type of action performed in TrackAbout.  Some common examples of records are Delivery, Fill, Maintenance, and Locate action records.  The type of Record will determine what information is displayed.
 <!--T:13-->
@@ Line 47: / Line 50: @@
 **Invoice Number
 **Customer Number
 ===Editing Records=== <!--T:16-->

@@ Line 12: / Line 12: @@
 ==Asset History== <!--T:5-->
-<!--T:6-->
+<!--T:7-->
-[[Asset_History|Asset History]]
+The Asset History is a page that holds information unique to each tote existing in TrackAbout.
-<!--T:7-->
+You can view an asset's history by either searching for the asset's barcode or serial number in the Quick Search box, or by navigating to it from an asset list on another page, such as from the asset list in the detailed view of a delivery record.
 <!--T:8-->
@@ Line 23: / Line 22: @@
 <!--T:9-->
 The page also provides a host of options for editing or updating information right from the web site under the right hand heading 'Asset Editing Options'.
 ==Records== <!--T:10-->

@@ Line 8: / Line 8: @@
 Reviewing Data is the final phase of your Quick Start Implementation.  From this page, we will lead you through some of the most helpful pages and tools on the TrackAbout website for utilizing and undertanding your data.
-= Reviewing Asset Data= <!--T:4-->
+= Reviewing Tote Data= <!--T:4-->
 ==Asset History== <!--T:5-->
@@ Line 16: / Line 16: @@
 <!--T:7-->
-The Asset History is a page that holds information unique to each asset existing in TrackAbout.
+The Asset History is a page that holds information unique to each tote existing in TrackAbout.
 <!--T:8-->
-This page provides details about the unique identifiers of the asset such as Barcode and Serial Number.  It also provides classification information, a history of all records the asset is attached to organized as chronological line items, status and use state of the asset, and any custom asset information that has been deemed necessary to collect and display for the asset.
+This page provides details about the unique identifiers of the tote such as Barcode and Serial Number.  It also provides classification information, a history of all records the tote is attached to organized as chronological line items, status and use state of the tote, and any custom tote information that has been deemed necessary to collect and display for the tote.
 <!--T:9-->
@@ Line 39: / Line 39: @@
 *What device the record was created from
 *Location from which the record creating action was performed
-*Information collected about the record or assets on the record (Record Form Data)
+*Information collected about the record or totes on the record (Record Form Data)
-**Record Form Data can include things like PO#, Signature, Name of signer, or any other information deemed necessary to collect for a record including general asset information or maintenance details
+**Record Form Data can include things like PO#, Signature, Name of signer, or any other information deemed necessary to collect for a record including general tote information or maintenance details
-*Information about what assets were included on the record
+*Information about what totes were included on the record
 *Notes - entered from handheld while creating record or added from website after record creation
 *For Delivery Records (including but not limited to)
@@ Line 81: / Line 81: @@
 <!--T:25-->
-Performing a complete customer audit is a two-step process.  Step one is the scanning of assets while at the customer location.
+Performing a complete customer audit is a two-step process.  Step one is the scanning of totes while at the customer location.
 <!--T:26-->
@@ Line 94: / Line 94: @@
 <!--T:29-->
-An asset collision is a condition that occurs when a barcode or serial number is scanned or keyed-in on a record, and TrackAbout cannot resolve the barcode or serial number to target exactly one asset in the system. For a variety of reasons, but usually data entry errors, there can be two or more assets in the system with the same barcode or serial number. When TrackAbout cannot find one and only one asset that matches, it instead attaches a collision to the record.
+An asset collision is a condition that occurs when a barcode or serial number is scanned or keyed-in on a record, and TrackAbout cannot resolve the barcode or serial number to target exactly one tote in the system. For a variety of reasons, but usually data entry errors, there can be two or more totes in the system with the same barcode or serial number. When TrackAbout cannot find one and only one tote that matches, it instead attaches a collision to the record.
-Collisions on records are called out on the Dashboard page and are one of the conditions that TrackAbout administrators need to be aware of and clean up on a regular basis. The collision attached to the record contains all the known information about the asset that was scanned or keyed in. The collision resolution webpage also provides additional information about the possible matches in order to help the admin resolve the collision.
+Collisions on records are called out on the Dashboard page and are one of the conditions that TrackAbout administrators need to be aware of and clean up on a regular basis. The collision attached to the record contains all the known information about the tote that was scanned or keyed in. The collision resolution webpage also provides additional information about the possible matches in order to help the admin resolve the collision.
-TrackAbout will attempt to auto-resolve any collisions as they might occur by checking other properties of the two or more assets that were located, such as those assets' classifications, product codes, and physical locations. If TrackAbout can intuit that only one of the assets that matched could possibly be the asset in question, it will auto-resolve the collision, no user intervention is required, and no actual collision will be created.
+TrackAbout will attempt to auto-resolve any collisions as they might occur by checking other properties of the two or more totes that were located, such as those totes' classifications, product codes, and physical locations. If TrackAbout can intuit that only one of the totes that matched could possibly be the tote in question, it will auto-resolve the collision, no user intervention is required, and no actual collision will be created.
 <!--T:30-->
@@ Line 117: / Line 117: @@
 <!--T:36-->
-Current Inventory gives you the ability to search for assets or groups of assets based on Location, Classification, Ownership.  Users can search by multiple locations or ownership at one time.  Users can also choose how specific to narrow the search criteria for Classification.
+Current Inventory gives you the ability to search for totes or groups of totes based on Location, Classification, Ownership.  Users can search by multiple locations or ownership at one time.  Users can also choose how specific to narrow the search criteria for Classification.
 <!--T:37-->
-Users can choose to see results summed by Category, Group and Type, Product Code, or Detailed where every individual asset is displayed on its own line (only available when searching internal locations.
+Users can choose to see results summed by Category, Group and Type, Product Code, or Detailed where every individual tote is displayed on its own line (only available when searching internal locations.
 <!--T:38-->
-Users can also choose to search only for assets that have or have not been on a record in a set time period.
+Users can also choose to search only for totes that have or have not been on a record in a set time period.