Asset Families

TrackAbout Feature
Feature Name:	Asset Families
In Module:	Core Tracking
Short Description	Asset Families provides a means to group products together for the application of business rules and validation.
Available In:
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Summary

TrackAbout uses two main hierarchical structures to manage your products:

1. Asset Classification, are used to manage products for inventory and reporting purposes.
2. Asset Collections and Asset Families are the second structure. These are used to create unique workflows and rules for particular groups of products.

This hierarchical structure includes:

• Asset Families
• Asset Family Collections
• Asset Family Collection Reclassification Groups

Asset Families, Asset Collections and Asset Family Collection Reclassification Groups provide a way to structure business rules that apply to:

• Registration
• Filling
• Reclassification
• Valve Tracking
• Lot Tracking
• Gas Analysis
• Physical Inventories

Please contact your TrackAbout Representative if you are interested in using this feature.

Asset Family Collections

Asset Family Collections - An Asset Family Collection is a grouping of compatible Asset Families that have been grouped together to form a collective unit. Collections need to be in place before Asset Families can be created and assigned to collections.

You will be able to reference and/or filter this Asset Family Collection on certain reports.

Additionally, when conducting a fill (or sort), TrackAbout checks that assets are in compatible asset families before we allow them to be filled together. Compatible asset families mean that the asset families belong to the same collection.

Asset Families

An Asset Family provides different kinds of utility depending on how they are set up in TrackAbout.

1. Asset Families enhance your search capability from the traditional Category, Group and Type asset search. Individual Asset Types or Product Codes can be grouped together to form an Asset Family. The Asset Family can then be chosen in a drop down list to filter a search in a particular report and limit the results to just the assets in a given Asset Family.

2. Asset Families can be developed for the application of business rules. Use Asset Families to determine which products can be used together for different kinds of actions such as Filling, or determine which kinds of assets can be used in coordination with specific Valve Types.

Asset Family Reclassification Groups

This is an optional feature of Asset Families.

Refer to Reducing_Client_Collisions_using_Asset_Family_Collection_Reclassification_Groups for more information about Reclassification Groups and how they aid in reducing collisions.

Setting Up Asset Family Collections

Asset Family Collections can be found under TrackAbout Config in the TrackAbout Menu.

Click Create Collection

Setting Up Asset Families

Choose Asset Families from the Trackabout Config menu.

Click Add New Asset Family

Samples of Custom Rules which apply to Asset Families: (These are Custom Info Types)

• Require Label Printing Before Closing Ramp Lot: When set to yes/true, you will not be allowed to close a ramp lot if Lot Labels have not yet been printed. When set to false, the lot can be closed automatically.

• Requires Product Lot (Y/N): When true, the asset family will always create a product lot for fills. When false, a product lot will not be created.

• Requires Ramp Lot (Y/N): When true, the asset family will always create a ramp lot for fills. When false, a ramp lot will not be created.

• Skip Analysis After Fill (Y/N): When true, assets that are filled go immediately to a "Full" use state, rather than going to "Ready for Analysis". The resulting states can be customized.

• Require Analysis Before Closing Ramp (Y/N): When true, assets in a lot must have an Analysis record before the ramp will be allowed to be closed. This option is disabled when the above option (Skip Analysis After Fill) is true.

• Number of Assets to Analyze (Quantity): When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.

• Require Serial Number - Specifies if a serial number is required for a given asset family when scanning assets (including bundles and packs) on the handheld

• Require 1:1 Full/Empty Product Code Mappings - When set to true, all product codes in the asset family must have 1:1 full/empty mappings.

• Is Fully Tracked - When true, not-scanned assets with product codes in this asset family cannot be added to some actions.

1. Click Save Asset Family
2. To assign Product Codes to an Asset Family:
3. At the bottom of the page, click Add Classification
4. Choose the category, group, type and product code to be added and click Add Classification
5. Repeat for the rest of the product codes

Deleting Asset Families

1. Go to Asset Families, on the PCT menu under TrackAbout Config.
2. Locate the Asset Family to be deleted.
3. Click Edit and confirm there are no Asset Classifications associated with the Asset Family
4. Navigate back to the Asset Families page, and click Delete to the right of the relevant Asset Family.

Additional Set Up

Once your Asset Families have been established, they can be used in coordination with other TrackAbout Features.

Mapping Valve Types

Associate Valve Types with Asset Families to ensure operators are only allowed to use Valves for particular Products.

Through the TrackAbout Menu choose List Valve Types under TrackAbout Config.

Click Add New Valve Type

Once you have named the valve and saved the Valve Type you can assign Asset Families to that valve type.

Mapping Tanks/Racks

TrackAbout provides a feature to control Filling rules based on Tanks/Racks. If using this feature, Asset Families are assigned to Racks (also called Filling Manifolds) and only the assigned products are eligible for filling on the associated Rack.

Note This feature is only available for clients using the TAMobile6 software platform. If you do not know if your organization is using TAMobile6 please contact Trackabout Support.