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 "Getting Started"
| Line 20: | Line 20: | ||
*Go to [https://www.trackabout.com trackabout.com ] and click the "Login" link in the upper right corner of this page. | *Go to [https://www.trackabout.com trackabout.com ] and click the "Login" link in the upper right corner of this page. | ||
| − | == | + | == Setting up Basic Information== |
The information below is use to help you get started with a tracking project. Most importantly please contact [[Contact_Us#Support|TrackAbout Support]] to guide you through this process. | The information below is use to help you get started with a tracking project. Most importantly please contact [[Contact_Us#Support|TrackAbout Support]] to guide you through this process. | ||
| − | + | ||
| − | * Setup your locations from the | + | === Locations === |
| + | * Setup your locations from the [https://test.trackabout.com/clt/locations/listLocationsTree.aspx List Locations] page. | ||
| + | This page can be found in the TrackAbout Config section of the site. | ||
| + | * "Locations" in TrackAbout are really any location where an asset can be located - except for customers. So every asset is either in a Location or at a Customer. | ||
| + | * There are a few different kinds of Locations: | ||
| + | ** Branches. These are your physical branch, warehouse or store locations | ||
| + | ** Trucks. These are your trucks, vans or other vehicles. You only need to set these up if you will be scanning your assets into and out of your trucks. Talk to your TrackAbout support person about this. | ||
| + | ** Supplier. These are your suppliers, vendors, outsourced maintenance companies, etc. You only need to set these up if you will be scanning assets to and from your vendors. | ||
| + | ** Reseller. These are other companies that take your cylinders and redistribute them to other companies. You might decide to setup these resellers as "Customers" in TrackAbout or as "Locations" you should talk to your TrackAbout representative about this. It is probably more common to set them up as "Customers" and not as "Locations". | ||
| + | |||
| + | |||
| + | |||
| + | [[Map Product Codes]] This page gives you the template needed to mass map your product codes. | ||
| + | |||
* Setup logins for your people from the TrackAbout Config > [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users] page. This includes setting up your truck drivers. | * Setup logins for your people from the TrackAbout Config > [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users] page. This includes setting up your truck drivers. | ||
* Download the software you need for your handheld computers from the Mobile Units > [https://www.trackabout.com/clt/mobile/softwareDownloadWindowsMobile.aspx Software Download] page. | * Download the software you need for your handheld computers from the Mobile Units > [https://www.trackabout.com/clt/mobile/softwareDownloadWindowsMobile.aspx Software Download] page. | ||
Revision as of 22:58, 23 March 2011
Creating Your TrackAbout Site
Site Name
By default we will use your domain name as your TrackAbout site name. So if your companies website is YourDomain.com we will call your trackabout site YourDomain. This is important only because then your people or your customers (if you allow your customers to access your site) can then go to YourDomain.trackabout.com to get to your site. Please let us know if you want a different name than your website domain name.
TrackAbout Creates Your Site
TrackAbout will create your website for you. You cannot create the website yourself.
Customized Banner
Across the top of your TrackAbout site there is a spot for you to have a customized banner. Generally you would put your logo here or any other graphics, text or links needed to make your TrackAbout site look like your site. We generally recommend keeping the banner to about 50 pixels tall so that it does not take up too much of the screen. Also there will be 4 buttons shown off the the right side of the banner. Your graphic or background colors may go under these buttons, but the buttons must be shown. A customized banner is not required, but we do recommend one. Without a customized banner a generic 'TrackAbout' banner will be shown. The image below shows the area of the banner.
Logging in
Your TrackAbout representative will create your first system administrator user for the site. You will get an email from with a link for you to set a password and then log into the site. You can log into TrackAbout in a few ways:
- Go to YourDomain.trackabout.com. So if your website was abc.com then you could go to abc.trackabout.com.
- The benefit of using this YourDomain.trackabout.com url is that you will always see your customized banner across the top of the page - even when logging in from a new computer or a customer computer. When you log in with the two methods below, you will first see a generic TrackAbout banner the first time that you log in from any give computer. After that first login the computer should remember your banner, but the banner may be cleared periodically if you flush the browsers cache of stored info.
- This url is also easy to remember and makes the site seem more like it is your site.
- Go to https://www.trackabout.com/public/login.aspx
- Go to trackabout.com and click the "Login" link in the upper right corner of this page.
Setting up Basic Information
The information below is use to help you get started with a tracking project. Most importantly please contact TrackAbout Support to guide you through this process.
Locations
- Setup your locations from the List Locations page.
This page can be found in the TrackAbout Config section of the site.
- "Locations" in TrackAbout are really any location where an asset can be located - except for customers. So every asset is either in a Location or at a Customer.
- There are a few different kinds of Locations:
- Branches. These are your physical branch, warehouse or store locations
- Trucks. These are your trucks, vans or other vehicles. You only need to set these up if you will be scanning your assets into and out of your trucks. Talk to your TrackAbout support person about this.
- Supplier. These are your suppliers, vendors, outsourced maintenance companies, etc. You only need to set these up if you will be scanning assets to and from your vendors.
- Reseller. These are other companies that take your cylinders and redistribute them to other companies. You might decide to setup these resellers as "Customers" in TrackAbout or as "Locations" you should talk to your TrackAbout representative about this. It is probably more common to set them up as "Customers" and not as "Locations".
Map Product Codes This page gives you the template needed to mass map your product codes.
- Setup logins for your people from the TrackAbout Config > Internal Users page. This includes setting up your truck drivers.
- Download the software you need for your handheld computers from the Mobile Units > Software Download page.
Handheld device
Initial setup
- Enter Date and Time, and select time zone
- Enter a device name
Printers
under construction