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Difference between revisions of "Capturing Data"

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<big>[[Getting_Started| '''←''' Return To Getting Started]]</big>
  
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'''<span style="color:red">DRAFT</span>'''
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= Summary = <!--T:2-->  
  
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= Summary =
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<!--T:3-->
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Phase Two of your Quick Start Implementation includes setting up your devices to capture data.
  
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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.
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<!--T:4-->
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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.
  
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# [[Getting_Started|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|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
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<!--T:5-->
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# [[Getting_Started|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|Getting Started with TrackAbout]] please contact your OnTrack Implementation Specialist at Support@trackabout.com
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# [[Smartphone App]] --Have you downloaded the application yet? If not, you need to follow the steps to get your devices ready for use.
  
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# [[Smartphone App]] --Have you downloaded the application yet?  If not, you need to follow the Steps to get your devices ready for use.
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= Ready, Set, Go = <!--T:6-->
  
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= Ready, Set, Go =
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<!--T:7-->
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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.
  
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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.
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==Log into the TrackAbout app== <!--T:8-->
  
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==Log into the TrackAbout app==
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On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.
  
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On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.
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<!--T:10-->
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[[File:TASmartphone Login.png|200px]]
  
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Login using the username or email address, and your password sent to you in your welcome email
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Login using the username or email address, and your password sent to you in your welcome email.
  
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==Menu and Basics ==
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==Menu and Basics == <!--T:12-->
  
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<!--T:13-->
 
You are now logged in. The main action menu is displayed.  
 
You are now logged in. The main action menu is displayed.  
  
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{Space for Image}
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<!--T:14-->
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[[File:TASmartphone Main Menu.png|200px]]
  
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<!--T:15-->
 
Note that your screen might differ from what is shown here.
 
Note that your screen might differ from what is shown here.
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<!--T:16-->
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'''Tip''' Swipe right to display other action menu(s).
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<!--T:17-->
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In the header of the app, you will always see two icons:
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<!--T:18-->
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*'''Hamburger menu''' (three stacked lines) - This gives you access to the Asset Search, app settings and other features.
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*'''Synchronization''' - This button lets you 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.
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<!--T:19-->
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'''NOTE''': You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.
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==Basic Actions== <!--T:20-->
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===Registering Assets=== <!--T:21-->
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====Physical Registration - Barcode and Tag Placement Best Practices==== <!--T:22-->
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A crucial part of the registration process includes affixing a tag/barcode to the asset.<br />
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Best practices for applying RFID tags or barcodes varies depending on the kind of asset. However, in general, you want to be sure to have a clean dry surface. Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes. <br />
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<!--T:24-->
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'''Note:''' A physical barcode should not be applied to an asset before the "Scan Asset Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout
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====Add New==== <!--T:25-->
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ADD NEW is used for registering assets in your system. NOTE: You have the option to rename this action.
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<!--T:26-->
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[[File:Smarthone Add New process.png|1000px]]
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<!--T:27-->
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*Optional Information: TrackAbout can insert custom screens to collect asset attributes.
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Once you've completed all the barcodes, tap '''Save''' in the upper right hand corner. '''Note''' When the action is saved, your device will provide visual and audible feedback.
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<!--T:28-->
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If you do not have data connectivity when you save, the app will automatically save your action at the next opportunity.
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===Locate Assets=== <!--T:29-->
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This allows you to set an Asset's location.
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<!--T:30-->
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[[File:Smartphone Locate.png|1000px]]
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===Change Item Number === <!--T:31-->
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Also called '''Change Service''' or '''Reclassify Assets''', this action is used to change the Item Number of an asset.
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[[File:Smartphone Change Service.png|1000px]]
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===Change Barcode === <!--T:32-->
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Use this action when updating an asset's barcode. This is usually done when an asset's barcode has been damaged, removed or is just missing/
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<!--T:34-->
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[[File:Smartphone Change Barcode.png|1000px]]
  
  
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'''Tip'''  Swipe right to display other action menu(s).
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===Fill Assets=== <!--T:35-->
  
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In the header of the app, you will always see two icons:
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<!--T:36-->
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TrackAbout's Filling process allows operators to set the product code on assets and transition their "Use State". Common uses of TrackAbout Filling transitions assets from:
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<!--T:37-->
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*Empty to Full
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*Dirty to Clean
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*Not Ready to Ready
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<!--T:38-->
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Here is a typical Filling process as seen on the smartphone app:
  
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*'''Hamburger menu''' (three stacked lines) - THis gives you access to the Asset Search, app settings and other features
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<!--T:39-->
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*'''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.  
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[[File:Smartphone Filling1.png|1000px]]
  
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==Basic Actions==
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===Receive from Vendor === <!--T:40-->
  
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===Registering Assets===
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<!--T:41-->
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'''Add New''' (you may choose to call this action by another name) is used for registering assets in your system.  
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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 less information than you want to track your own assets.  
  
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*On the mobile device, tap on the '''Add New''' button
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<!--T:42-->
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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.
  
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{Space for Image}
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<!--T:43-->
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[[File:Smartphone Receivee from Vendor process.png|1000px]]
  
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*Select a product code by scrolling through the list or start typing in the smart search box. The selection will filter the list.
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===Deliver Assets=== <!--T:44-->
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{Space for Image}
 
  
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*Tap to select. (You selection is highlighted with an orange vertical line.)
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*Tap '''NEXT''' to continue
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The Delivery process is used to move your assets from an internal location to :
  
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*Select an Ownership and tap '''NEXT'''
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{Space for Image}
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# A customer location
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# Another internal location
  
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*Optional Information
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<!--T:47-->
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Enter Last Test Date - This would be the last time your asset was tested / in for maintenance.
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[[File:Smartphone_SimpleDelivery1.png|1000px]]
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Enter Manufacturer Date - When was the asset created?
 
  
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Click '''NEXT''' to continue
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<!--T:48-->
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[[File:Smartphone_SimpleDelivery2.png|1000px]]
  
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Next, Scan the asset barcode.  The device camera should automatically activate on this screen.
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<!--T:49-->
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[[File:Smartphone_SimpleDelivery3.png|1000px]]
  
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Scan all barcode(s) that fit the criteria you've set for the registration.  As you scan each one, you will be prompted to enter the associated Serial Number.
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===Customer Audit=== <!--T:50-->
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Customer Audit compares what TrackAbout thinks a customer has on balance to what is found physically on-site.  
  
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{Space for Image}
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<!--T:51-->
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The TrackAbout app is used to scan all found assets at a customer location and then the TrackAbout website is used to reconcile the audit. See [[Customer Audit]] for more information about this process.
  
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When complete with all barcodes Tap '''Save'''
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<!--T:52-->
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'''Note''' When the action is saved, your device will provide visual and audible feedback.
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[[File:Smartphone Customer Audit.png|1000px]]
  
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If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.
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=NEXT: Reviewing Data= <!--T:53-->
  
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<!--T:54-->
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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.
  
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===Locate Assets===
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<!--T:55-->
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This allows you to set an Asset's location.
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<big>[[Reviewing Data|Continue to Reviewing Data '''→''']]
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</big>
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</translate>

Latest revision as of 14:49, 16 November 2021

← Return To Getting Started

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.

  1. 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
  2. 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.

TASmartphone Login.png

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.

TASmartphone Main Menu.png

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 lets you 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.

NOTE: You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.

Basic Actions

Registering Assets

Physical Registration - Barcode and Tag Placement Best Practices

A crucial part of the registration process includes affixing a tag/barcode to the asset.

Best practices for applying RFID tags or barcodes varies depending on the kind of asset. However, in general, you want to be sure to have a clean dry surface. Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes.

Note: A physical barcode should not be applied to an asset before the "Scan Asset Barcode" step below. This will ensure that all barcoded assets have correct and complete information collected as they are registered in TrackAbout

Add New

ADD NEW is used for registering assets in your system. NOTE: You have the option to rename this action.

Smarthone Add New process.png

  • Optional Information: TrackAbout can insert custom screens to collect asset attributes.

Once you've completed all the 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 data connectivity when you save, the app will automatically save your action at the next opportunity.

Locate Assets

This allows you to set an Asset's location.

Smartphone Locate.png


Change Item Number

Also called Change Service or Reclassify Assets, this action is used to change the Item Number of an asset.

Smartphone Change Service.png

Change Barcode

Use this action when updating an asset's barcode. This is usually done when an asset's barcode has been damaged, removed or is just missing/

Smartphone Change Barcode.png


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 transitions assets from:

  • Empty to Full
  • Dirty to Clean
  • Not Ready to Ready

Here is a typical Filling process as seen on the smartphone app:

Smartphone Filling1.png

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 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.

Smartphone Receivee from Vendor process.png

Deliver Assets

The Delivery process is used to move your assets from an internal location to :

  1. A customer location
  2. Another internal location

Smartphone SimpleDelivery1.png

Smartphone SimpleDelivery2.png

Smartphone SimpleDelivery3.png

Customer Audit

Customer Audit compares what TrackAbout thinks a customer has on balance to what is found physically on-site.

The TrackAbout app is used to scan all found assets at a customer location and then the TrackAbout website is used to reconcile the audit. See Customer Audit for more information about this process.

Smartphone Customer Audit.png

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.

Continue to Reviewing Data →

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