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Difference between revisions of "Ownership"
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| − | == | + | {{TrackAbout Feature |
| + | |Parent Module=Core Tracking | ||
| + | |Feature Description=Specify who owns a particular asset | ||
| + | |Supported In=TAMobile 5, TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS | ||
| + | }} | ||
| + | = Overview= | ||
In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor and customer owned assets, as well as of company owned assets. | In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor and customer owned assets, as well as of company owned assets. | ||
| − | |||
| + | ==Why Do You Need It== | ||
| + | Ownerships allow you to distinguish the difference between company owned assets and vendor, customer, supplier owned assets. | ||
| + | |||
| + | ==How It Works== | ||
=== View Ownerships === | === View Ownerships === | ||
| − | * Go to the Ownerships page | + | To view the ownerships in your system: |
| + | * Go to the Ownerships page | ||
* Type “Ownerships” in the Jump To box<br /> | * Type “Ownerships” in the Jump To box<br /> | ||
| − | * Use the menu | + | * Use the left navigation menu. Click on TrackAbout Config > Ownerships |
| + | [[File:AssetOwnerships.JPG|200px]] | ||
* On this page you can view, add and edit ownerships | * On this page you can view, add and edit ownerships | ||
| + | [[File:AssetOwnerships2.JPG|550px]] | ||
| − | === | + | ==Customizing It For You== |
| + | |||
| + | ===Adding New Ownerships=== | ||
| + | ==== Adding Individual Ownerships ==== | ||
| + | {{#ev:youtube|7LDv4PmhPL4|600|right|Managing Ownerships|frame}} | ||
* Go to the Ownerships Page | * Go to the Ownerships Page | ||
** Type "Ownerships" in the Jump to Box. | ** Type "Ownerships" in the Jump to Box. | ||
** Use the menu bar and click on Trackabout Config > Ownerships | ** Use the menu bar and click on Trackabout Config > Ownerships | ||
| − | * Click Add New | + | * Click Add New (You can also type 'Add New Ownership' into Jump To Box) |
* Enter the ownership name | * Enter the ownership name | ||
| − | * Leave the “Count assets with this ownership” box checked | + | * Leave the “Count assets with this ownership” box checked |
| − | * Choose an Ownership Type: | + | * Choose an Ownership Type (optional): |
| − | ** Company-Owned: Owned by | + | ** Company-Owned: Owned by Your Company |
| + | **Customer-Owned: Owned by your customer | ||
** Vendor-Owned: Owned by an outside vendor | ** Vendor-Owned: Owned by an outside vendor | ||
| + | **Supplier-Owned: Owned by your supplier | ||
| + | * Make sure the status is set to Active | ||
* Click Save | * Click Save | ||
| + | === Adding Ownerships in Bulk=== | ||
| + | {{#ev:youtube|OPUhV1cRzao|600|right|Bulk Loading Ownerships|frame}} | ||
| + | There is now a tool to load your Ownerships in bulk so that you don't have to work through them individually. This is done on the website via the '''[https://www.trackabout.com/clt/setup/bulkLoadOwnerships.aspx Bulk Load Ownerships]''' page. | ||
| + | |||
| + | The page provides detailed instructions about how to: | ||
| + | #Download an excel template which will include any ownerships already in the system | ||
| + | #Update the excel template | ||
| + | #Upload the new Ownerships | ||
| + | |||
| + | |||
| + | ==Notes== | ||
'''Ownership Pointers:''' Adding ownership allows you to keep track of assets by who owns them. Ownerships can also be set to Offline, which will remove the ownership choice from any list on the device or website. | '''Ownership Pointers:''' Adding ownership allows you to keep track of assets by who owns them. Ownerships can also be set to Offline, which will remove the ownership choice from any list on the device or website. | ||
| + | |||
| + | ==Keywords== | ||
| + | owner ownership ownerships owned owns | ||
Latest revision as of 13:08, 11 May 2017
| TrackAbout Feature | |
|---|---|
| Feature Name: | Ownership |
| In Module: | Core Tracking |
| Short Description | Specify who owns a particular asset |
| Available In: | TAMobile 5, TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS |
| ← Back to list | |
Overview
In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor and customer owned assets, as well as of company owned assets.
Why Do You Need It
Ownerships allow you to distinguish the difference between company owned assets and vendor, customer, supplier owned assets.
How It Works
View Ownerships
To view the ownerships in your system:
- Go to the Ownerships page
- Type “Ownerships” in the Jump To box
- Use the left navigation menu. Click on TrackAbout Config > Ownerships
- On this page you can view, add and edit ownerships
Customizing It For You
Adding New Ownerships
Adding Individual Ownerships
- Go to the Ownerships Page
- Type "Ownerships" in the Jump to Box.
- Use the menu bar and click on Trackabout Config > Ownerships
- Click Add New (You can also type 'Add New Ownership' into Jump To Box)
- Enter the ownership name
- Leave the “Count assets with this ownership” box checked
- Choose an Ownership Type (optional):
- Company-Owned: Owned by Your Company
- Customer-Owned: Owned by your customer
- Vendor-Owned: Owned by an outside vendor
- Supplier-Owned: Owned by your supplier
- Make sure the status is set to Active
- Click Save
Adding Ownerships in Bulk
There is now a tool to load your Ownerships in bulk so that you don't have to work through them individually. This is done on the website via the Bulk Load Ownerships page.
The page provides detailed instructions about how to:
- Download an excel template which will include any ownerships already in the system
- Update the excel template
- Upload the new Ownerships
Notes
Ownership Pointers: Adding ownership allows you to keep track of assets by who owns them. Ownerships can also be set to Offline, which will remove the ownership choice from any list on the device or website.
Keywords
owner ownership ownerships owned owns