Asset Families

Asset Family Collections and Asset Families

Asset Family Collections - An Asset Family Collection is a number of Asset Families that have been grouped together to form a collective unit. This unit is called an Asset Family Collection. You will be able to reference and/or filter this Asset Family Collection on certain reports.

Additionally, when conducting a fill (or sort), Trackabout checks that assets are in compatible asset families before we allow them to be filled together. Compatible asset families mean that the asset families belong to the same collection.

Asset Families - An Asset Family provides different kinds of utility depends on how they are set up in TrackAbout.

1. Asset Families enhance your search capability from the traditional Category, Group and Type asset search. Individual Asset Types or Product Codes can be grouped together to form an Asset Family. The Asset Family can then be chosen in a drop down list to filter a search in a particular report and limit the results to just the assets in a given Asset Family.

2. Asset Families can be developed for the application of business rules. Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.

Setting Up Asset Family Collections

Asset Family Collections can be found under Trackabout Config in the Trackabout Menu.

Click Create Collection

Setting Up Asset Families

Choose Asset Families from the Trackabout Config menu.

Click Add New Asset Family

Samples of Custom Rules which apply to Asset Families:

• Require Label Printing Before Closing Ramp Lot: When set to yes/true, you will not be allowed to close a ramp lot if Lot Labels have not yet been printed. When set to false, the lot can be closed automatically.

• Requires Product Lot (Y/N): When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.

• Requires Ramp Lot (Y/N): When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.

• Skip Analysis After Fill (Y/N): When true, assets that are filled go immediately to a "Full" use state, rather than going to "Ready for Analysis". The resulting states can be customized.

• Require Analysis Before Closing Ramp (Y/N): When true, assets in a lot must have an Analysis record before the ramp will be allowed to be closed. This option is disabled when the above option (Skip Analysis After Fill) is true.

• Number of Assets to Analyze (Quantity): When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.

Additional Set Up

Once your Asset Families have been established, they can be used in coordination with other Trackabout Features.

Mapping Valve Types

Associate Valve Types with Asset Families to ensure operators are only allowed to use Valves for particular Products.

Through the Trackabout Menu choose List Valve Types under Trackabout Config.

Click Add New Valve Type

Once you have named the valve and saved the Valve Type. You can now Assign Asset Families to that valve type.

Mapping Tanks/Racks

NOTE : Available only in Compact Framework (CF.NET). If you do not know if your organization is using CF.NET please contact Trackabout Support.