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Difference between revisions of "Capturing Data - Retesters"
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| − | This is your guide to getting started with TrackAbout's iOS/Android | + | 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 - Retesters|Getting Started - Retesters]] - 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. | + | # [[Getting_Started - Retesters|Getting Started - Retesters]] - 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 - Retesters|Getting Started - Retesters]] please contact your OnTrack Implementation Specialist at support@trackabout.com. |
| − | # [[Smartphone App]] --Have you downloaded the application yet? | + | # [[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 = <!--T:6--> | = Ready, Set, Go = <!--T:6--> | ||
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| − | Now that you have completed the pre-requisites, it's time to start using your app. | + | 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== <!--T:8--> | ==Log into the TrackAbout app== <!--T:8--> | ||
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| − | Login using the username or email address | + | Login using the username (or email address) and password sent to you in your welcome email. |
==Menu and Basics == <!--T:12--> | ==Menu and Basics == <!--T:12--> | ||
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| − | '''Tip''' | + | '''Tip''' Swipe right to display other action menu(s). |
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| − | *'''Hamburger menu''' (three stacked lines) - This gives you access to the Asset Search, app settings and other features | + | *'''Hamburger menu''' (three stacked lines) - This gives you access to the Asset Search, app settings and other features. |
| − | *'''Synchronization''' - | + | *'''Synchronization''' - Syncs 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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| − | A crucial part of the registration process includes affixing a tag/barcode to the container. | + | A crucial part of the registration process includes affixing a tag/barcode to the container. Review [[Labels_for_Gas_Cylinders]] for best practices for selecting and placing Roll Off Container tracking labels.<br /> |
<br /> | <br /> | ||
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'''Note:''' Physical barcodes should not be applied to a cylinder before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders have correct and complete information collected as they are registered in TrackAbout. | '''Note:''' Physical barcodes should not be applied to a cylinder before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders have correct and complete information collected as they are registered in TrackAbout. | ||
| − | ====Add New==== | + | ====Add New==== <!--T:25--> |
| − | + | Used for registering assets in your system. You have the option to call this action by another name. | |
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*Optional Information: TrackAbout can insert custom screens to collect asset attributes. | *Optional Information: TrackAbout can insert custom screens to collect asset attributes. | ||
| − | When | + | When you're done barcoding, 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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This allows you to set a cylinder's location at one of your internal branches/facilities. | This allows you to set a cylinder's location at one of your internal branches/facilities. | ||
| − | For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard. | + | For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard. Use the '''Set Asset Location''' action to move that container. |
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| − | The Delivery process is used to move your assets from an internal location to a customer location. | + | The Delivery process is used to move your assets from an internal location to a customer location. |
'''Customer Orders''' | '''Customer Orders''' | ||
| − | You may choose to create Orders in TrackAbout for Cylinder Drop Offs and Pick-ups. | + | You may choose to create Orders in TrackAbout for Cylinder Drop Offs and Pick-ups. This is a great way to organize all of your customer orders and provide your drivers with information about where to go and what needs to be dropped off/picked up. Use the '''[https://www.trackabout.com/clt/orders/addNewOrder.aspx Add New Order]''' page to get your orders in the system. The '''[https://www.trackabout.com/clt/orders/addNewOrder.aspx Add New Order]''' wiki page gives complete information about how to create those orders. |
| − | * Please Note, your customers need to be in the system before you can create orders for them. | + | * Please Note, your customers need to be in the system before you can create orders for them. Review the information on [[Customers]] to create your customer accounts. |
| − | To manage Orders that exist in the system, use the [https://www.trackabout.com/clt/orders/createTrip.aspx Order Planning] page. | + | To manage Orders that exist in the system, use the [https://www.trackabout.com/clt/orders/createTrip.aspx Order Planning] page. This page will show you orders by intended delivery date back to the customer and location being used for the delivery. From here you can change dates, trucks and routes (if applicable). You may also click into each individual order to change details just as ordered items and quantities. |
| − | Once retester activities are complete and ready to deliver back to customers, you can print out the '''Delivery Tickets report'''. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. | + | Once retester activities are complete and ready to deliver back to customers, you can print out the '''Delivery Tickets report'''. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the [https://www.trackabout.com/clt/reports/CustomReports.aspx Custom Reports] page. |
Here is an example of how each delivery ticket will print: | Here is an example of how each delivery ticket will print: | ||
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[[File:Smartphone_SimpleDelivery3.png|1000px]] | [[File:Smartphone_SimpleDelivery3.png|1000px]] | ||
| − | You | + | You also have an option to email the delivery receipt to your customer. Simply submit a request to support@trackabout.com to enable the feature. |
=NEXT: Reviewing Data= <!--T:53--> | =NEXT: Reviewing Data= <!--T:53--> | ||
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| − | Now that you have started to capture data, it's time to review and utilize that 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. |
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Latest revision as of 18:21, 16 November 2021
← Return To Getting Started for Retesters
Summary
Phase Two of your Quick Start Implementation includes setting up your devices and capturing 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 - Retesters - 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 - Retesters 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 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 - Syncs 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.
Tracking Assets
Registering Assets
Physical Registration - Barcode and Tag Placement Best Practices
A crucial part of the registration process includes affixing a tag/barcode to the container. Review Labels_for_Gas_Cylinders for best practices for selecting and placing Roll Off Container tracking labels.
Note: Physical barcodes should not be applied to a cylinder before the "Scan Asset Barcode" step below. This will ensure that all barcoded cylinders have correct and complete information collected as they are registered in TrackAbout.
Add New
Used for registering assets in your system. You have the option to call this action by another name.
- Optional Information: TrackAbout can insert custom screens to collect asset attributes.
When you're done barcoding, 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 / Set Cylinder Location
This allows you to set a cylinder's location at one of your internal branches/facilities.
For instance, let's say that you have cylinders that are going to be moved from your main facility to a storage location or yard. Use the Set Asset Location action to move that container.
Deliver Cylinders
The Delivery process is used to move your assets from an internal location to a customer location.
Customer Orders
You may choose to create Orders in TrackAbout for Cylinder Drop Offs and Pick-ups. This is a great way to organize all of your customer orders and provide your drivers with information about where to go and what needs to be dropped off/picked up. Use the Add New Order page to get your orders in the system. The Add New Order wiki page gives complete information about how to create those orders.
- Please Note, your customers need to be in the system before you can create orders for them. Review the information on Customers to create your customer accounts.
To manage Orders that exist in the system, use the Order Planning page. This page will show you orders by intended delivery date back to the customer and location being used for the delivery. From here you can change dates, trucks and routes (if applicable). You may also click into each individual order to change details just as ordered items and quantities.
Once retester activities are complete and ready to deliver back to customers, you can print out the Delivery Tickets report. This report provides order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the Custom Reports page.
Here is an example of how each delivery ticket will print:
Next, use the TrackAbout App to deliver cylinders to your customer.
Mobile Delivery Screens
You also have an option to email the delivery receipt to your customer. Simply submit a request to support@trackabout.com to enable the feature.
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.