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Difference between revisions of "Asset Registration (Add New)"
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<span style="color:red">'''NOTE:''' This page is a Work in Progress</span> | <span style="color:red">'''NOTE:''' This page is a Work in Progress</span> | ||
| − | = | + | =ADDING NEW ASSETs (Mobile Device)= |
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| − | Add New has two different modes of operation, depending upon configuration. We call them Detailed and, well, not detailed. | + | The process for adding new assets into TrackAbout is called "Add New". However some clients call this process "Registration" or "Initialization". |
| + | During Add New, all asset properties that a client wants to collect are collected. Primary data collected includes the barcode (or RFID AutoID), serial number (if one exists), Cat/Grp/Type/Product Code (Or Asset Family), and Ownership. Additional data collected can include Expiration Date, Next Retest Date, and any other Custom Asset Info that is required. | ||
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| + | TrackAbout offers an Offline and an Online mode for Add New. This indicates whether handheld device have access to the internet (via Wifi or Cellular) when conducting Mobile Actions. | ||
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| + | '''Add New - Offline''' has two different modes of operation, depending upon configuration. We call them Detailed and, well, not detailed. | ||
In Detailed mode, a single asset is added at a time and the record is saved containing just the one asset. More asset properties are collected in the Detailed mode. | In Detailed mode, a single asset is added at a time and the record is saved containing just the one asset. More asset properties are collected in the Detailed mode. | ||
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Add News performed directly from the main menu are Location Setting. | Add News performed directly from the main menu are Location Setting. | ||
| − | Secondary Add New | + | ==Secondary Add New== |
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| + | An Add New can also be performed from within other actions. When this happens, we call it a '''Secondary Add New'''. This scenario happens when a user is doing some other kind of action and realizes he/she needs to scan an asset with no barcode. At this time, the application allows the user to pause their current action, perform an in-line, NON-LOCATION-SETTING Add New, and then return to their original action. The application saves the Secondary Add New record a few seconds prior to the primary action. We save it before the primary action because the Add New will create and classify the asset, and we want that asset created and classified prior to the saving of the primary action. The Secondary Add New is also non-location-setting, because the primary action COULD be location setting, and we don't want to move the asset around prior to a potential location-setting action. If an accounting adjustment record is going to get created as a result of the primary action, we don't want that accounting adjustment to appear due to the Secondary Add New. We want it to appear due to the primary action.<br> | ||
Revision as of 12:41, 2 January 2015
NOTE: This page is a Work in Progress
ADDING NEW ASSETs (Mobile Device)
The process for adding new assets into TrackAbout is called "Add New". However some clients call this process "Registration" or "Initialization". During Add New, all asset properties that a client wants to collect are collected. Primary data collected includes the barcode (or RFID AutoID), serial number (if one exists), Cat/Grp/Type/Product Code (Or Asset Family), and Ownership. Additional data collected can include Expiration Date, Next Retest Date, and any other Custom Asset Info that is required.
TrackAbout offers an Offline and an Online mode for Add New. This indicates whether handheld device have access to the internet (via Wifi or Cellular) when conducting Mobile Actions.
Add New - Offline has two different modes of operation, depending upon configuration. We call them Detailed and, well, not detailed.
In Detailed mode, a single asset is added at a time and the record is saved containing just the one asset. More asset properties are collected in the Detailed mode.
In Not-Detailed mode, some basic asset details are collected like the classification and ownership. The user then scans multiple assets collecting barcode and serial number data for each.
Add News performed directly from the main menu are Location Setting.
Secondary Add New
An Add New can also be performed from within other actions. When this happens, we call it a Secondary Add New. This scenario happens when a user is doing some other kind of action and realizes he/she needs to scan an asset with no barcode. At this time, the application allows the user to pause their current action, perform an in-line, NON-LOCATION-SETTING Add New, and then return to their original action. The application saves the Secondary Add New record a few seconds prior to the primary action. We save it before the primary action because the Add New will create and classify the asset, and we want that asset created and classified prior to the saving of the primary action. The Secondary Add New is also non-location-setting, because the primary action COULD be location setting, and we don't want to move the asset around prior to a potential location-setting action. If an accounting adjustment record is going to get created as a result of the primary action, we don't want that accounting adjustment to appear due to the Secondary Add New. We want it to appear due to the primary action.
When the client configuration ‘Use Manufacturer To Restrict New Assets’ is enabled a ‘Cyl Manufacturer’ field is also displayed on the first screen along with a text box where we can scan/key in a Barcode or Serial Number. (This is flow seen by Clients using Compact Framework, CF.NET)
TrackAbout also provides the ability to capture Valve Information.
Custom Information (specified by the client) can be collected through the "Add New" process. Review module information for Dynamic Forms
