Learn how to perform the basic AssetTrack functions:
- Select a Form
- Look-up Asset Data
- Collect Single Asset
- Collect Bulk Assets
- Save Your Work
- Sign Out
- Repartner Your Device
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.
- Select menu icon
to view the forms list (on AssetTrack Mobile)
- Select your desired form
Look-up Asset Data
Use AssetTrack to look-up asset data in the following ways.
Scan With a Camera
- Sign in to AssetTrack with your camera
- Select the desired form
- Select the scan command
for the field you want to scan
- Scan the barcode
- Observe the populated fields based on the scanned field
Scan With a Bluetooth Device
AssetTrack supports any Bluetooth or tethered scanner. To use:
- Pair the scanner with your device in keyboard mode, for all scans to be entered as if you were typing on the keyboard
- Sign in to AssetTrack Web
- Select the desired form
- Scan the barcode with your bluetooth scanner. AssetTrack will input the scanned value into the appropriate look-up field.
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.
- Sign in to AssetTrack
- Select the desired form
- Enter a value for either the Asset Tag or Serial number
- Select the search icon
-or- hit the 'Enter' key to execute the look-up
- Observe the results based on the specified look-up
Lock a Field
Lock a field to perform rapid data entry by not having to re-enter the field value:
- Toggle the lock icon
for any field (lock or unlock) in the current lookup form
- Specify the desired value for that field
- Complete your work for this asset
- Save your work (Once saved, locked fields will retain their value across data collection sessions)
Scan Field Data
Scan data into any field where a barcode is available:
- Select the scan icon
for any available field in the current lookup form
- Scan the barcode for that field
- 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):
- Select the Location field in the current look-up form
- Observe the 1st tier of locations presented
- Select a location in the list to view the next tier of locations
- Repeat this process to traverse into the next deeper Location tier
- 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.
Look-up Model or Assignee
Use the search feature to find Models or Assignees of assets (model in this example):
- Select the Model field in the current look-up form
- Observe the search bar presented to you
- Type any portion of the desired Model to find (e.g. 'mac')
- Click the search icon
-or- hit the 'Enter' key to view your results (e.g. iMac 27", MacBook Air 13", ...)
- Select the desired model to populate the form field
Collect Single Asset
Use AssetTrack Single forms to collect or update fields for a single asset.
- Select the desired single type of form
- Scan or manually enter an asset tag number
- Observe the populated form for the found asset tag
- Select a field to edit
- Change the value for the selected field
- Select the cloud icon
to upload/save your changes
Collect Bulk Assets
Use bulk asset forms to collect or update assets en masse (for example, move many assets to a new location):
- Select a bulk list type of form
- Select the scan icon
to place AssetTrack into scanning mode
- Scan multiple assets
- 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.
Edit Asset
To edit an asset in the list:
- Select an asset in the list
- Observe the available fields to edit
- Select the field to edit
- Make your changes to the selected field
- Repeat for each field you wish to edit
- Select
- Observe how the list re-displays
Remove Asset
To remove an asset from the list:
- Select the trash can icon
for the asset to remove
- Respond to the confirmation prompt
- Observe the updated list, no longer showing the removed asset
Save Your Work
To save and update the database with your form:
- Select the cloud icon
to save your work
- Observe indicator
while processing your save request
- Observe the indicator
and audible sound for a completed, successful save
Sign Out
To log out of AssetTrack:
- Select the main menu icon
- Observe the available menu items
- Select the Sign Out menu item near the bottom of the main menu
Repartner Your Device
To reconnect your device to another AssetTrack server:
- Select the main menu icon
- Observe the available menu items
- Select the Repartner menu item
- Specify the URL as prompted to an AssetTrack server
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