Warning
WARNING: The TrackAbout MetaWiki has been deprecated and is no longer being updated.

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 "Palletization"

From TrackAbout MetaWiki
Jump to navigation Jump to search
m
Line 4: Line 4:
 
|Business Process=Asset Management, Production, Distribution
 
|Business Process=Asset Management, Production, Distribution
 
}}
 
}}
<span style="color:red">'''NOTE:''' This page is a Work in Progress</span>
+
= Overview =
 +
Palletization reduces the amount of scanning by allowing assets to be sorted into a container and then using the container's barcode for any other actions, instead of needing to scan each individual asset. For example, you may load your assets onto pallets for delivery. Without Palletization, you would need to stage all of those assets first, then load the truck by scanning each individual asset. With Palletization, you can assign the assets to a container, and then during the loading process, scan the containers instead of the individual assets.
  
= Overview =
 
Some companies use Pallets (usually a portable platform used in the transportation of goods) during various phases of an asset’s life cycle. It permits standardized ways of handling loads with common mechanical equipment such as fork-lift trucks.
 
TrackAbout has developed various new features to accommodate a palletized work flow that uses certain ‘Use-state’ rules to validate assets during various phases.
 
  
NOTE: Palletization is a different concept than that of a "Pack". More than one cylinder, piped or manifolded together, makes a pack, bundle or cluster.
+
NOTE: Palletization is used for assets that are only in a container for a short amount of time. To manage assets that are semi-permanently bound together, please see the [[Make Pack|Pack]] page.
  
 
= How it works =
 
= How it works =
== Add New ==
 
# During the initial implementation users add new assets and containers to the system. As mentioned above Containers are a form of portable platform used in the transportation of goods, in this case usually other assets. The new containers and assets are added using ''‘Add New Container’'' and ‘''Add New Asset’''.
 
# Once the action is saved it lists both the containers’ details on the website and container’s use-state is ‘''Empty Unsorted''’ use-state:
 
  
== Mobile Actions ==
+
The use of Palletization involves a process of sorting the assets to a container, using the container barcode to perform actions on the assets inside the container, then disassociating the assets from the container. To add the assets to a container, use the Sort Container or Sort for Delivery action (see below). To remove an asset from a container, scan an individual asset, or use the Restart Container or Empty Container action.
Clients using Palletization will have a series of additional mobile actions available on their handhelds:
+
 
 +
The following shows the actions that are used with Palletization:
 +
 
 +
== Adding New Assets and Containers ==
 +
# During the initial implementation users add new assets and containers to the system. As mentioned above Containers are a form of portable platform used in the transportation of goods, in this case usually other assets. The new containers are added using the ''‘Add New Container’'' action and assets are added using the  ‘''Add New Asset’'' action.
 +
 
 +
 
 +
== Palletization Specific Mobile Actions ==
 +
 
 +
*'''Add New Container''' - Used to register/initialize Containers
 +
*'''Sort Container''' - Used to associate cylinders/assets with a particular Container
 +
**This action is used to sort assets for one of the following purposes:
 +
***Filling
 +
***Sending to Maintenance
 +
***Empty Interbranch Transfer
 +
*Restart Container - Removes all assets from the container
 +
*Empty Container - Removes all assets from the container
 +
*Sort for Delivery - Used to sort assets to a container for the purpose of delivery
 +
 
 +
== Mobile Actions Enabled for Palletization ==
 +
 
 +
Not all actions can be used with palletized assets. The following actions will work with palletized assets:
  
Add New Container - Used to register/initialize Containers in TrackAbout
+
*Delivery (Only with the [[Proof of Delivery (Paperless Delivery)|Proof of Delivery]] module)
 +
*Branch Transfer
 +
*Filling
  
Sort Container - Used to associate cylinders/assets with a particular Container
+
== Customizing it For You ==
  
Restart Container - Assets and containers must be in '''Empty, Sorted'''. This action disbands the container completely. Assets and containers will be set to '''Empty, Unsorted'''.
 
  
Empty Container - Used to disassociate a container with it's contents.
+
Palletization works with [[Business Rules]] to ensure that the assets are following the proper flow. Please see the [[Business Rules]] page for more information.

Revision as of 14:31, 28 June 2017


TrackAbout Module
Module Name: Palletization
Short Description Palletization makes it easier for operators and drivers to record actions for many assets at once by scanning the pallet tag rather than all the constituent assets.
Supported In: TAMobile 5, TAMobile 6 Rugged, TAMobile 6 Desktop
Business Process: Asset Management, Production, Distribution
← Back to list

Overview

Palletization reduces the amount of scanning by allowing assets to be sorted into a container and then using the container's barcode for any other actions, instead of needing to scan each individual asset. For example, you may load your assets onto pallets for delivery. Without Palletization, you would need to stage all of those assets first, then load the truck by scanning each individual asset. With Palletization, you can assign the assets to a container, and then during the loading process, scan the containers instead of the individual assets.


NOTE: Palletization is used for assets that are only in a container for a short amount of time. To manage assets that are semi-permanently bound together, please see the Pack page.

How it works

The use of Palletization involves a process of sorting the assets to a container, using the container barcode to perform actions on the assets inside the container, then disassociating the assets from the container. To add the assets to a container, use the Sort Container or Sort for Delivery action (see below). To remove an asset from a container, scan an individual asset, or use the Restart Container or Empty Container action.

The following shows the actions that are used with Palletization:

Adding New Assets and Containers

  1. During the initial implementation users add new assets and containers to the system. As mentioned above Containers are a form of portable platform used in the transportation of goods, in this case usually other assets. The new containers are added using the ‘Add New Container’ action and assets are added using the ‘Add New Asset’ action.


Palletization Specific Mobile Actions

  • Add New Container - Used to register/initialize Containers
  • Sort Container - Used to associate cylinders/assets with a particular Container
    • This action is used to sort assets for one of the following purposes:
      • Filling
      • Sending to Maintenance
      • Empty Interbranch Transfer
  • Restart Container - Removes all assets from the container
  • Empty Container - Removes all assets from the container
  • Sort for Delivery - Used to sort assets to a container for the purpose of delivery

Mobile Actions Enabled for Palletization

Not all actions can be used with palletized assets. The following actions will work with palletized assets:

Customizing it For You

Palletization works with Business Rules to ensure that the assets are following the proper flow. Please see the Business Rules page for more information.