Setting Up Follow-On Tracking

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Overview

NOTE: This page is being updated. We will continue to add information to this page to make it more useful.

The set up to allow your customers to being using Follow-On Tracking™ (FOT) can be completed in five easy steps.

1. "Turn-On" Follow-On Tracking™ (FOT)

Once you've purchased the FOT module, Trackabout Support Personnel will need to update your client configurations. This will allow you to have access to the FOT menu and components. This should be the only step that has to be completed by Trackabout Support. All other steps will be accessible to you.

2. Modify Customer Accounts

Even though the FOT module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.

Important Note! Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer.

Steps: 1. When viewing a customer detail page, click on "EDIT" located in the "Customer Info" box toward the top middle of the Customer Profile page.

2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. Check the box and click save.

3. Now you will be taken through three screens to configure the customer as as FOT customer.

3.1 - Confirm Custom account conversion to FOT account

3.2 - Enter Location Friendly name and time zone

3.3 - Select the type of account: FOT Viewer or FOT Tracker. See picture below. If not sure, always select Viewer as a Tracker cannot be change back to viewer later on.

3. Mobile Roles

• Access the Mobile Role page. More documentation on mobile roles can be found here
• Add a new Mobile Role for the FOT users. Two separate roles might be needed if your customer will use rugged (TAMobile 6) and Smartphone devices
• What kind of users: Select Follow-On Tracking Users
• What type of device: Select either Rugged (TAMobile 6) or Smartphone

4. Create FOT User Accounts

• Accounts can be used on the AWS or using a mobile device ("Move asset" or "Set volume" actions)
• Accounts for FOT users can be created right from the main Customer Detail Page.

Steps:

1. Click on "Add New User" in the upper right corner of the "Customer Users" box. (See graphic for more detail). Fill in the user contact information.
2. On this page you will assign the user as a Follow-On Admin or a Follow-On User. The two roles have the following default access but should be customized for your needs. To edit these role, a TrackAbout Administrator can access the page User Access Control and edit these roles.
3. Access Section, select the access needed by the user (Website, TAMobile Rugged, TAMobile Desktop and/or TAMobile Android/iOS). Once selected, new selections will appear on the page. Select the Roles and permissions needed.
4. Roles and permissions
   1. Follow-On Admin: List and edit locations, Edit users and Move assets
   2. Follow-On User: Can only view asset info.
   3. Mobile Roles will also be display, select the allowed roles by checking the box(es).

TAMobile Rugged and TAMobile Desktop

1. Review all information and Save.

5. Setting Up an FOT Handheld Devices

Smartphone

There are no setting required. The user ID will define the FOT

TAMobile 6 Setup

1. Install TAM6 like you would for internal use and sync the device
2. Access the Mobile Unit List page
3. Edit the device you select for FOT use by customer
   1. Change the section "This mobile unit is used by:" to "Customer users" (default is "Internal user")
   2. Save and Sync the handheld
4. When login in, you will see the list of users setup for FOT for the customer