Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Difference between revisions of "Capturing Data"
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Here is a typical Filling process as seen on the Smartphone: | Here is a typical Filling process as seen on the Smartphone: | ||
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===Receive from Vendor === | ===Receive from Vendor === | ||
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| + | Receive from Vendor (Also sometimes called Third Party Filling) is used to track assets that have been brought into one of your internal locations from a vendor or third party. This process is helpful if you want to track vendor owned assets with a less information than you want to track your own assets. | ||
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| + | This is also a good process if you have assets Filled or Processed by a third party. This can be used to track that action and update the asset's use state. | ||
[[File:Smartphone Receivee from Vendor process.png|800px]] | [[File:Smartphone Receivee from Vendor process.png|800px]] | ||
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===Deliver Assets=== | ===Deliver Assets=== | ||
| + | The Delivery process is used to move your assets from an internal location to | ||
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| + | # A customer location | ||
| + | # Another internal location | ||
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| + | [[File:Smartphone_SimpleDelivery1.png|800px]] | ||
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| + | [[File:Smartphone_SimpleDelivery2.png|800px]] | ||
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=Helpful Links= | =Helpful Links= | ||
Revision as of 08:12, 4 October 2016
Summary
Phase Two of your Quick Start Implementation includes setting up your devices to capture data.
This is your guide to getting started with TrackAbout's iOS/Android Application. But first, there are some pre-requisites you need to review before continuing with this guide.
- Getting Started with TrackAbout - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs. If you have not gone through Getting Started with TrackAbout please contact your OnTrack Implementation Specialist at Support@trackabout.com
- Smartphone App --Have you downloaded the application yet? If not, you need to follow the Steps to get your devices ready for use.
Ready, Set, Go
Now that you have completed the pre-requisites, it's time to start using your app. We'll take you through some basic instructions and show you how the Smartphone application can be used.
Log into the TrackAbout app
On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.
Login using the username or email address, and your password sent to you in your welcome email
Menu and Basics
You are now logged in. The main action menu is displayed.
Note that your screen might differ from what is shown here.
Tip Swipe right to display other action menu(s).
In the header of the app, you will always see two icons:
- Hamburger menu (three stacked lines) - This gives you access to the Asset Search, app settings and other features
- Synchronization - this button allows you to sync your app with your TrackAbout website. This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.
Basic Actions
Registering Assets
Add New (you may choose to call this action by another name) is used for registering assets in your system.
- Optional Information: TrackAbout can insert custom screens to collect asset attributes.
When complete with all barcodes Tap Save in the upper right hand corner. Note When the action is saved, your device will provide visual and audible feedback.
If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
Locate Assets
This allows you to set an Asset's location.
Change Item Number
Also called Change Service or Reclassify Assets, this action is used to change the Item Number of an asset.
Change Barcode
Use this action when updating an asset's barcode. This is usually done when an assets barcode has been damaged, removed or is just missing/
Fill Assets
TrackAbout's Filling process allows operators to set the product code on assets and transition their "Use State". Common uses of TrackAbout Filling transition assets from
- Empty to Full
- Dirty to Clean
- Not Ready to Ready
Here is a typical Filling process as seen on the Smartphone:
Receive from Vendor
Receive from Vendor (Also sometimes called Third Party Filling) is used to track assets that have been brought into one of your internal locations from a vendor or third party. This process is helpful if you want to track vendor owned assets with a less information than you want to track your own assets.
This is also a good process if you have assets Filled or Processed by a third party. This can be used to track that action and update the asset's use state.
Deliver Assets
The Delivery process is used to move your assets from an internal location to
- A customer location
- Another internal location
Helpful Links
Review information about Modules and Features to tailor TrackAbout to your needs.
Other helpful resources to get started
NEXT: Reviewing Data
Now that you have started to capture data, it's time to review and utilize that data. Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.