Perform AssetTrack Basics – AMI Help Center

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

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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

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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.

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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

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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)

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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.

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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

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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

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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.

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