Perform AssetTrack Basics

Learn how to perform the basic AssetTrack functions: 


 Select a Form

AssetTrack works extensively with forms (e.g. Inventory, Audit, Check in) to collect and manage your asset data. Consult with your Asset Manager to use the appropriate forms for your function.

  1. Select menu icon  to view the forms list (on AssetTrack Mobile)
  2. Select your desired form 

 Play the video


Look-up Asset Data

Use AssetTrack to look-up asset data in the following ways. 


Scan With a Camera

  1. Sign in to AssetTrack with your camera
  2. Select the desired form
  3. Select the scan command   for the field you want to scan
  4. Scan the barcode
  5. Observe the populated fields based on the scanned field 

 Play the video


Scan With a Bluetooth Device

AssetTrack supports any Bluetooth or tethered scanner. To use:

  1. Pair the scanner with your device in keyboard mode, for all scans to be entered as if you were typing on the keyboard
  2. Sign in to AssetTrack Web
  3. Select the desired form
  4. Scan the barcode with your bluetooth scanner. AssetTrack will input the scanned value into the appropriate look-up field.

 Play the video


Look-Up an Asset Manually

Use AssetTrack to search for an asset by Asset Ta, Serial Number, MAC Address, or other Custom Key Field when a barcode tag or scanner is not available.

  1. Sign in to AssetTrack
  2. Select the desired form
  3. Enter a value for either the Asset Tag or Serial number
  4. Select the search icon  -or- hit the 'Enter' key to execute the look-up
  5. Observe the results based on the specified look-up

 Play the video


Lock a Field

Lock a field to perform rapid data entry by not having to re-enter the field value:

  1. Toggle the lock icon   for any field (lock or unlock) in the current lookup form
  2. Specify the desired value for that field
  3. Complete your work for this asset
  4. Save your work (Once saved, locked fields will retain their value across data collection sessions)

 Play the video


Scan Field Data

Scan data into any field where a barcode is available:

  1. Select the scan icon  for any available field in the current lookup form
  2. Scan the barcode for that field
  3. Observe the field results (if found, the field will be populated, if not, you will see a message indicating that scanned value was not found)

Browse Locations and Organizations

AssetTrack supports hierarchal browsing and selection for Location and Organization (Location used the example below)

  1. Select the Location field in the current look-up form
  2. Observe the 1st tier of locations presented 
  3. Select a location in the list to view the next tier of locations 
  4. Repeat this process to traverse into the next deeper Location tier 
  5. Select the pencil icon  for any Location, at any tier, to populate the form field

Note: When you select a location that is at the bottom of the hierarchy, that location is selected and the Location browser is closed. 

 Play the video


Look-up Model or Assignee

Use the search feature to find Models or Assignees of assets (model in this example):

  1. Select the Model field in the current look-up form
  2. Observe the search bar presented to you
  3. Type any portion of the desired Model to find (e.g. 'mac')
  4. Click the search icon    -or- hit the 'Enter' key to view your results (e.g. iMac 27", MacBook Air 13", ...)
  5. Select the desired model to populate the form field

 Play the video


 Collect Single Asset

Use AssetTrack Single forms to collect or update fields for a single asset.

  1. Select the desired single type of form
  2. Scan or manually enter an asset tag number
  3. Observe the populated form for the found asset tag
  4. Select a field to edit
  5. Change the value for the selected field
  6. Select the cloud icon  to upload/save your changes

 Play the video


 Collect Bulk Assets

Use bulk asset forms to collect or update assets en masse (for example, move many assets to a new location):

  1. Select a bulk list type of form
  2. Select the scan icon  to place AssetTrack into scanning mode
  3. Scan multiple assets
  4. Observe the populated asset list for each scanned asset

Notes: 

  • Known Assets - Scanned assets found in the database display as white, with an audile sound indicating success
  • Rouge Assets (not found) - Scanned assets not found in the database display as red, with a message indicating that the asset was not found. Ask your Asset Manager which form to use to receive rogue assets.

 Play the video


Edit Asset

To edit an asset in the list:

  1. Select an asset in the list
  2. Observe the available fields to edit
  3. Select the field to edit
  4. Make your changes to the selected field
  5. Repeat for each field you wish to edit
  6. Select 
  7. Observe how the list re-displays

 Play the video


Remove Asset

To remove an asset from the list:

  1. Select the trash can icon  for the asset to remove
  2. Respond to the confirmation prompt
  3. Observe the updated list, no longer showing the removed asset

 Play the video


Save Your Work

To save and update the database with your form:

  1. Select the cloud icon  to save your work
  2. Observe indicator   while processing your save request
  3. Observe the indicator  and audible sound for a completed, successful save

 Play the video


Sign Out

To log out of AssetTrack:

  1. Select the main menu icon  
  2. Observe the available menu items
  3. Select the Sign Out menu item near the bottom of the main menu

 Play the video


Repartner Your Device

To reconnect your device to another AssetTrack server:

  1. Select the main menu icon  
  2. Observe the available menu items
  3. Select the Repartner menu item
  4. Specify the URL as prompted to an AssetTrack server

 Play the video

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