Setting Up Follow-On Tracking - Revision history

Jgreco at 17:07, 7 December 2022

2022-12-07T17:07:33Z

Yrobinet at 22:46, 7 January 2016

2016-01-07T22:46:10Z

Yrobinet: /* Overview */

2014-12-23T19:30:33Z

Overview

Lsilverman: Lsilverman moved page Setting Up Follow-On Trackingâ„¢ to Setting Up Follow-On Tracking: Removing weird characters in the title

2014-09-26T18:41:00Z

Lsilverman moved page Setting Up Follow-On Trackingâ„¢ to Setting Up Follow-On Tracking: Removing weird characters in the title

Yrobinet: /* 2. Modify Customer Accounts */

2014-09-24T15:28:55Z

2. Modify Customer Accounts

Yrobinet: /* 2. Modify Customer Accounts */

2014-09-24T15:18:36Z

2. Modify Customer Accounts

Yrobinet: /* 2. Modify Customer Accounts */

2014-09-24T15:16:39Z

2. Modify Customer Accounts

Yrobinet: /* 3. Create FOT User Accounts */

2014-09-24T14:30:56Z

3. Create FOT User Accounts

Lsilverman: Rewriting dev wiki URL to remove index.php

2013-12-28T18:13:26Z

Rewriting dev wiki URL to remove index.php

Eschurdak: /* 3. Create FOT User Accounts */

2013-06-20T15:50:02Z

3. Create FOT User Accounts

@@ Line 4: / Line 4: @@
 '''NOTE:'''  This page is being updated.  We will continue to add information to this page to make it more useful.
-The set up to allow your customers to being using Follow-On Tracking™ (FOT) can be completed in five easy steps.
+The set up to allow your customers to being using Customer Portal (formerly Follow-On Tracking) can be completed in five easy steps.
-===1. "Turn-On" Follow-On Tracking™ (FOT)===
+===1. "Turn-On" Customer Portal (formerly Follow-On Tracking)===
-Once you've purchased the '''FOT''' module, Trackabout Support Personnel will need to update your client configurations.  This will allow you to have access to the '''FOT''' menu and components.  This should be the only step that has to be completed by Trackabout Support.  All other steps will be accessible to you.
+Once you've purchased the '''Customer Portal (formerly Follow-On Tracking)''' module, TrackAbout Support Personnel will need to update your client configurations.  This will allow you to have access to the '''Customer Portal''' menu and components.  This should be the only step that has to be completed by TrackAbout Support.  All other steps will be accessible to you.
 ===2. Modify Customer Accounts ===
-Even though the '''FOT''' module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.
+Even though the '''Customer Portal''' module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.
-'''Important Note!''' Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off.  You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer.  <br>
+'''Important Note!''' Once a Customer account has been enabled for Customer Portal, you, as a client user will not be able to turn it off.  You will need assistance from TrackAbout personnel if you want to discontinue the Customer Portal capability for a particular customer.  <br>
 Steps:
 . When viewing a customer detail page, click on '''"EDIT"''' located in the '''"Customer Info"''' box toward the top middle of the Customer Profile page.
-. Scroll down to the bottom of the Customer Edit page.  You will see the option to check the box to enable FOT for this customer.
+. Scroll down to the bottom of the Customer Edit page.  You will see the option to check the box to enable Customer Portal for this customer.
 Check the box and click save.
@@ Line 25: / Line 25: @@
 <br><br><br><br><br><br><br><br><br><br>
-. Now you will be taken through three screens to configure the customer as as FOT customer.
+. Now you will be taken through three screens to configure the customer as as Customer Portal customer.
-.1 - Confirm Custom account conversion to FOT account
+.1 - Confirm Custom account conversion to Customer Portal account
 .2 - Enter Location Friendly name and time zone
@@ Line 39: / Line 39: @@
 ===3. Mobile Roles===
 *Access the [https://www.trackabout.com/clt/mobile/mobileRolesList.aspx Mobile Role page]. More documentation on mobile roles [[Mobile Roles|can be found here]]
-*Add a new Mobile Role for the FOT users. Two separate roles might be needed if your customer will use rugged (TAMobile 6) and Smartphone devices
+*Add a new Mobile Role for the Customer Portal users. Two separate roles might be needed if your customer will use rugged (TAMobile 6) and Smartphone devices
 *What kind of users: Select Follow-On Tracking Users
 *What type of device: Select either Rugged (TAMobile 6) or Smartphone
-===4. Create FOT User Accounts ===
+===4. Create Customer Portal User Accounts ===
 *Accounts can be used on the AWS or using a mobile device ("Move asset" or "Set volume" actions)
-*Accounts for FOT users can be created right from the main Customer Detail Page.
+*Accounts for Customer Portal users can be created right from the main Customer Detail Page.
 Steps:
@@ Line 58: / Line 58: @@
 #Review all information and '''Save'''.
-===5. Setting Up an FOT Handheld Devices ===
+===5. Setting Up an Customer Portal Handheld Devices ===
 ====Smartphone====
-There are no setting required. The user ID will define the FOT
+There are no setting required. The user ID will define the Customer Portal
 ====TAMobile 6 Setup====
 #Install TAM6 like you would for internal use and sync the device
 #Access the [https://www.trackabout.com/clt/mobile/mobileUnitList.aspx Mobile Unit List] page
-#Edit the device you select for FOT use by customer
+#Edit the device you select for Customer Portal use by customer
 ## Change the section "This mobile unit is used by:" to "Customer users" (default is "Internal user")
 ##Save and Sync the handheld
-#When login in, you will see the list of users setup for FOT for the customer
+#When login in, you will see the list of users setup for Customer Portal for the customer

@@ Line 23: / Line 23: @@
 [[File:Enabling FOT for a Customer.jpg| |left]]
-<br><br><br><br><br><br><br><br><br><br><br>
+<br><br><br><br><br><br><br><br><br><br>
 . Now you will be taken through three screens to configure the customer as as FOT customer.
@@ Line 37: / Line 37: @@
 <br><br><br>
-===3. Create FOT User Accounts ===
+===3. Mobile Roles===
-Accounts for FOT users can be created right from the main Customer Detail Page.
+===4. Create FOT User Accounts ===
 Steps:
+#Click on '''"Add New User"''' in the upper right corner of the '''"Customer Users"''' box.  (See graphic for more detail). Fill in the user contact information.
-#Click on '''"Add New User"''' in the upper right corner of the '''"Customer Users"''' box.  (See graphic for more detail) <br>
+#On this page you will assign the user as a '''Follow-On Admin''' or a '''Follow-On User'''. The two roles have the following default access but should be customized for your needs. To edit these role, a TrackAbout Administrator can access the page '''User Access Control''' and edit these roles.
-#On this page you will assign the user as a '''Follow-On Admin''' or a '''Follow-On User'''. The two roles have the following default access but should be customized for your needs/. To edit these role, a TrackAbout Administrator can access the page '''User Access Control''' and edit these roles.
+#Access Section, select the access needed by the user (Website, TAMobile Rugged, TAMobile Desktop and/or TAMobile Android/iOS). Once selected, new selections will appear on the page. Select the Roles and permissions needed.
 ##'''Follow-On Admin''': List and edit locations, Edit users and Move assets
 ##'''Follow-On User''': Can only view asset info.
-#Enter user information and '''Save'''.
+##Mobile Roles will also be display, select the allowed roles by checking the box(es).
+TAMobile Rugged and TAMobile Desktop
-===4. Setting Up FOT Handheld Devices ===
+#Review all information and '''Save'''.
-===5. Setting Up FOT Locations ===
+===5. Setting Up an FOT Handheld Devices ===

@@ Line 1: / Line 1: @@
 [[Follow-On™_Tracking|<< Back to Follow-On™_Tracking]]
-== Overview ==
+=== Overview ===
 '''NOTE:'''  This page is being updated.  We will continue to add information to this page to make it more useful.

@@ Line 24: / Line 24: @@
 [[File:Enabling FOT for a Customer.jpg| |left]]
 <br><br><br><br><br><br><br><br><br><br><br>
 . Now you will be taken through three screens to configure the customer as as FOT customer.

@@ Line 24: / Line 24: @@
 [[File:Enabling FOT for a Customer.jpg| |left]]
 <br><br><br><br><br><br><br><br><br><br><br>
 . Now you will be taken through three screens to configure the customer as as FOT customer.
@@ Line 33: / Line 34: @@
 .3 - Select the type of account: '''FOT Viewer''' or '''FOT Tracker'''. See picture below. If not sure, always select Viewer as a Tracker cannot be change back to viewer later on.
 [[File:FOT_Customer_Account_Type.png| |left]]
 ===3. Create FOT User Accounts ===

@@ Line 33: / Line 33: @@
 . Click on '''"Add New User"''' in the upper right corner of the '''"Customer Users"''' box.  (See graphic for more detail) <br>
-. On this page you will assign the user as a '''Follow-On Admin''' or a '''Follow-On User'''.  (For more information about these roles click [https://meta.trackabout.com/wiki/index.php/Follow-On%E2%84%A2_Tracking#Follow-On_TrackingTM_Levels Follow-On_TrackingTM_Levels] <br>
+. On this page you will assign the user as a '''Follow-On Admin''' or a '''Follow-On User'''.  (For more information about these roles click [https://meta.trackabout.com/wiki/Follow-On%E2%84%A2_Tracking#Follow-On_TrackingTM_Levels Follow-On_TrackingTM_Levels] <br>
 . Enter user information and '''Save'''.