Free Trial Guide

Quick Start Guide

Welcome to TrackAbout! This Free Trial Guide will provide you with information and tools to guide you through your 14 Day Free Trial.

The Free Trial Guide is divided into three segments:

1. Getting Started - This page guides you through setting up your TrackAbout environment.
2. Capturing Data - Now that your environment is ready to go, it's time to start collecting data.
3. Reviewing Data - Finally, now that you have data, this page will guide you through how to use it.

If you should need assistance at any point throughout your Free Trial, please contact our Free Trial Experts at

412.269.0446
sales@trackabout.com

Getting Started

Logging in

If you followed through the first stages of your Free Trial you will have received an email with a link for you to set a password and then log into the site. (If you've had any problem setting up your password or did not receive an email after registering for your Free Trial please call 412.269.xxxx)

To Log In

• Go to https://www.trackabout.com/public/login.aspx or
• Go to trackabout.com and click the "Login" link in the upper right corner of this page.

• Use your email address and your new password to login to the site.

Site Navigation

Your TrackAbout webpage is split into 4 sections

1. The Quick Search box - This set of fields allows you to search by particular identifiers. The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu.
2. Left Pane Navigation Menu - Click on any of the headings in the left pane navigation menu to reveal an expandable list of reports and tools.
3. Main content screen - This section of the page will contain your TrackAbout reports and tools as you navigate through pages.
4. Help and References bar - These links will lead you to the TrackAbout Wiki where you'll find information and videos about TrackAbout products. This section also contains information about how to get in touch with our TrackAbout Support team.

Check out the page on Navigation for info about how to get around the website.

Setting up Basic Information

As you may have seen during the hands on demo portion of the Free Trial, there are various kinds of information that need to be set up to track your assets. The next steps will help you set up your:

• Locations
• Owners
• Users
• Asset Classification and Product Codes

Locations

• "Locations" in TrackAbout refer to any place where an asset can be located - except for customers (those are treated separately). Every asset is either in a Location or at a Customer.

• Review and Manage existing Locations via the List Locations page.

This page can be found in the TrackAbout Config section of the Left Pane Navigation on your site.

You'll be able to Add New Locations either by clicking Add New Location from the top right of your List Locations screen, or by going directly to the Add New Location page by typing in "Add New Location" in the Jump To box in the upper left corner of your screen. Or click on Quick Adds in your left pane navigation to find the Add New Location link.

• Refer to the Locations page for more detailed information about TrackAbout Locations and how to create them.

Owners

In TrackAbout, ownership refers to who owns a particular asset. This is used to keep track of vendor and customer owned assets, as well as of company owned assets.

• Owners are created and managed via the Ownerships page on your TrackAbout website.

Refer to the Ownership page for more detailed instructions about how to manage Owners.

Setting up Users and Mobile Roles

• Setup your people from this TrackAbout webpage: Internal Users
• This page is in the TrackAbout Config section of the site. For detailed instructions go to Internal Users

• Each User will be assigned to website and mobile roles. These determine what permissions your users have within the system. System Administrator Role and Requirements

Mobile Users

• A mobile user is any user that will be using TrackAbout from a mobile device. This includes truck drivers, plant workers and anyone else who will use the handheld computers.

• You will need to setup all of your mobile workers from this Internal Users page.
• Important: You will need to decide if your mobile workers will be required to use a password to log into the mobile units. The password is used by most TrackAbout customers to ensure that the person logged into the handheld is authenticated. This is a configuration that TrackAbout support can turn on or off for your entire site. Either you will always require passwords for logging into your mobile units or never require these passwords.

• Once you have your mobile users set up, you will later be able to set and/or limit their actions via mobile roles

Website users

• You will also setup website users from the Internal Users page.

• The website users must all use passwords to log into the website.
• It is recommended that you send your website users a 'Welcome email' from the TrackAbout site that will let them setup their own password. In this way nobody knows the users password except for the user.
• If any users do not have an email address, you can set them up with a username instead and manually set their initial password. Once logged in these users can change their password, but they are not forced to change their password.

Setting Up Asset Classifications

Product Codes

• In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers.

• These codes are stored in a 4 level hierarchy inside of TrackAbout called your Asset Classification. This will consist of a Category, Group, and Type - Your product codes will be structured within this hierarchy.

A generic example of an Asset Classification might be:

Category = Boxes Group = Red Type = Big Product Code = RB_Box Product Description = Big Red Box

This hierarchy will give you multiple ways to review your inventory using TrackAbout's tools and reporting.

For beginners, we recommend reviewing your Asset Classification structure with a TrackAbout expert prior to loading.

• Download this Excel spreadsheet template:

File:Free Trial Product Code Template.xlsx

• Fill out the spreadsheet based on how you'd like to organize your Asset Inventory
• Email or Call your TrackAbout expert to review and load the data.

If you'd like to learnRefer to the wiki page Adding Asset Classifications and Product Codes for more information about Asset Classifications and for instruction to manually create Classifications and Product Codes.

For large numbers of Product Codes, these can be bulk loaded for you:

• This spreadsheet is the template needed to mass map your product codes.

• • Some sample data is in the spreadsheet so that you can see how it is formatted.
  • Replace this sample data with your own real data.

• See here for Mapping New Product Codes

Adding Customers

• Customers are able to be managed and added through the Customer List page
  • For detailed information on how to add a new customer, please see the Customer page.

• If you have a large customer base, you can upload your customers in bulk. To bulk load customers, please see the file template in the Adding Customer in Bulk section of the Customer page.