User`s Manual
Contents
1. cccccccecessessssececesceesecneaeceeecessesesaesueeeseesseesesesaeensess 17 Dium os E E hp ee E eee eee Se aaa 18 Viewing Current Version 18 Uploading Attachments tete eased salves oba ai doves cud aa gege gees 20 Uploading Attachments Using the Upload Button 20 Uploading Attachments Using Drag and Drop 22 Retrieving and Viewing Attachments 22 InTrek Premium Copyright 2008 Al right reserved Page 2 NEE Jp Ij PREMIUM ll EDITION Creating a New ded unpm 23 Entering Equipment Into the Database cccsccccessscccsssnececsenececseaeeecseaaeeeceesaeaeeesesaeeeeseaeeeeneaeeeseaaes 24 Temporary Holding Table Options esses nere nnn aa aa aaa aaa Ke saaa 26 Duplicate Table Options e eee cere eie detta eei ei Ee ia e Ea Ev E aer eee UE i 26 Working With DUP Cates ME 26 Actions Associated with the Duplicate Action Form 28 Defining Equipment Type S o De ko eee eie e te ie en ade a 28 InTrek and Its Barcode Scanner Capability esee nennen nennen nennen nnne nna an 29 Installing a Handheld scanner 30 Using a Barcode SCANNER access ste ias emere aa a a aaa QE quet eu etn ocu EAR geg AE 30 Using the Scanner to Search for Equipment in the Database sese nnn 30 Using the Barcode Scanner to Enter Asset Information Ipntolnfrek 32 Figure TE eresio ene ER e E R R 35 MMO EE 36 InTrek P2. Figure 18 selecting the upload option OPEN FILE Look in InventoryContral ex ES Espam NET QQEspam NET1 setup C3 VBdoc CLsDataBaseConnection ds gt CisDuplicates cls A DbConn bas amp DisplayExtendedInformation frm a DisplayExtendedInformation frx amp DisplayInformation frm a DisplayInformation frx Ei frmAbout frm E frmAbout frx lt E frmActiveEquipment frm E frmActiveEquipment frx amp frmActiveLocations frm E frmActiveLocations frx Ei FrmBatchAssign frm FrmBatchAssign frx E frmCreateEquipment frm f frmCreateEquipment frx E frmCreateEquipmentTypes frm a frmCreateEquipmentTypes frx E frmCreateLocation frm E trmcreateLocation frx E FrmDocExplorer frm E FrmDocExp Ei FrmDuplica E FrmDuplica Ei frmEditEgu f frmEditEqu Ei FrmExtend Ei frmLogin fr E fmLogin f E frmOptions A frmOptions Ei frmSearcht a frmSearcht Ei FrmSearchl File name My Network Files of type Figure 19 File select dialog InTrek Premium Copyright 2008 All right reserved Gna Page 21 NEE WV DD PREMIUM EDITION Uploading Attachments Using Drag and Drop To upload a document using drag and drop select the asset to associate the document with Next select the Equipment Attachments tab Finally using windows explorer navigate to the location in which the document s reside and select the file s using the left mouse but
3. ID This is used by the application to keep track of all records associated with a particular location Location Name The name of the location It should be noted that once a location has been defined it s name cannot be changed Changing the location name is basically the same as defining a new location Therefore extreme care should be taken when defining a location name City The city in which the location of the inventory resides State The state in which the location of the inventory resides Phone Number The phone number associated with the location where the inventory resides Equipment Count The number of physical units located at a particular location By default the Active Location s explorer displays the location information in alphabetical order using the location name However this can be changed by selecting one of the headers located at the top of the form figure 4 Selecting the header once InTrek Premium Copyright 2008 All right reserved Page 7 NEE WV DL DU PREMIUM EDITION will order the Active Location s Explorer display in ascending order Selecting the same header a second time will sort the Active Location s Explorer display in descending order InTrek Premium Active Location s Hi ala ala Cla ee eee ee ee ST Alabama HB Alabama 555 1 LT 0 Select header to change display order Figure 4 Selecting a header to change the display order Displaying
4. NEE WV DD PREMIUM EDITION Contact Information First Name James Middle Name Floyd Email Address James Smith email com Title Salesman Phone Number 555 123 5555 Cell Phone Number 555 432 5555 Update Figure 9 Contact Information Category Current Asset List Category The current asset list category displays a listing of the inventory assets currently assigned to a particular location figure 10 The information associated with this category is 1 Equipment Id This is used by the application to keep track of all records associated with a particular piece of equipment inventory asset 2 Equipment Type The type of equipment associated with this record Equipment types are defined in the database see Defining Equipment Types Manufacturer The manufacturer of the equipment Date Purchased The date the equipment was purchased Serial Number The equipment s serial number Model Number The model number of the equipment EE e Asset Tag Number The asset tag associated with the equipment InTrek Premium Copyright 2008 All right reserved Page 12 NEE WV DD PREMIUM EDITION Current Asset Lit tqsprect tt tzsprasiTyse Wazafechrer Date Purchased Date Purchamed Serta Mursber Vsdeiursber Asset Tag Nam Lasko T6290 122423 121121 22312202 Server 42568 123123123123 123123123123 Figure 10 Current asset list category By default the current asset list displays the equipmen
5. aaepe i ja 13 Figure 11 Selecting a header to change the display order essen 13 Figure 12 Detailed Equipment Information 14 Figure 13 Saving equipment information changes to the databaee 17 Figure 14 Changing the current location assignment of a piece of equipment eee 17 Figure 15 Document control function of InTrekO Premium eese ener 18 Fig re 16 Viewing attachments certes crees nod be resa i dee aea ae Rod Re k a aa 19 Figure 17 Viewing only the current version 20 Figure 18 selecting the upload option 21 Figure 19 File select dalog nnne nenne menn nnn inne nete RKK ARA RAK ARR R nass nnn 21 Figure 20 Drag and Drop 22 Figure 21 VIEW M nu Optio EE 23 Figure 22 Create Location FORM wie ssdeccscccuesesasstascacadceedusastayvansdens i i aa a anges i r Sadi akad niky 23 Figure 23 Selecting the enter equipment menu option eee 24 Figur 24 Equipment Entry Form eerie eese pedit ee ER eec espe sete ade eau dE TEE EDEN 25 Fig re 25 Working withi duplicates o eret tet dr ede eee ee ERE a a 27 Figure 26 Duplicate Equipment Action Form 27 Figure 27 Manage Equipment Types Form 29 Figure 28 Selecting the Search Equipment Using Scanner menu option ssssssssssssssssrssssrrssssrrssssrrrssrerrsse 30 Figure 29 Scanner Search Input Screen ccccsscccceceseesscnscececessseeaecesecsesesesaeaeeseeeeecessesaaaeseeeessessaeaeeeesens 30 Figure 30 Results returned from the Search Equipment Using Scanner option 31 Figure 3
6. the Detail Location Information Form Detailed information about a particular asset equipment can be viewed by double clicking the asset in the Current Asset window figure 12 View cht Detailed Equipment Information for Ibem Marner Z Serial Number 33241 Equq weet wees Tomine GA HSH 11288 00 ESCH mm Vosel Narter 4105 Aaxignrsert Hatony Trantor Date Logg Asset Tag Nerter EST Save Changes Conon Figure 12 Detailed Equipment Information Viewing Editing Detailed Equipment Information Detailed equipment information can be obtained by double clicking a particular piece of equipment in the detailed location s information current asset listing category The detailed equipment form displays the information in one of three categories These categories are Equipment Assignment Information and Assignment History figure 12 InTrek Premium Copyright 2008 All right reserved Page 14 NEE WV DL Ij PREMIUM EDITION Equipment Category The equipment category displays the general information associated with the asset Not all fields in this section will apply to every piece of equipment The information displayed in this category is 1 oo p o 11 12 13 14 15 Description This field contains information related to the type of equipment being tracked All descriptions are maintained in the database see Defining Eguipment Types Manufacturer The manufacturer of
7. the equipment Date Purchased The date the equipment was purchased Serial Number The equipment s serial number Model Number The model number of the equipment Asset Tag Number The asset tag associated with the equipment Barcode Number This field is reserved Barcode Identification This field is reserved CPU Speed This field contains information regarding the speed of the CPU associated with the equipment being tracked Memory This field contains information regarding the memory associated with the equipment being tracked Hard Drive Capacity This field contains information regarding the Hard Drive Capacity associated with the equipment being tracked Monitor This field contains information regarding the monitor associated with the equipment being tracked Mouse This field contains information regarding the mouse associated with the equipment being tracked Keyboard This field contains information regarding the keyboard associated with the equipment being tracked Operating System This field contains information regarding the operating system associated with the equipment being tracked Assignment Information Category The Assignment Information Category displays information regarding the current location of the equipment The information display in this category is 1 2 Current Location This field shows the current location of the equipment Select New Location This option a
8. 1 View Edit Equipment Form 32 Figure 32 Enter Equipment form esses esee nn nsns saaa aa rasis KPK E RAKA KARR sais assess aa asa ssa enn 33 InTrek Premium Copyright 2008 All right reserved Page 35 PREMIUM Index Active Location s Explorer 6 7 8 alphabetical order 7 13 assets 4 12 Assignment History Category 16 Assignment Information Category 15 Attachment 4 18 22 barcode scanner 29 30 Barcode scanner 30 Barcode Scanner 29 Cell 4 Changing an Equipments Assigned Location 17 contact information 4 11 14 Contact information 14 Contact Information Category 11 create locations 4 Creating a New Location 23 Creating a User Account 5 Current Asset List Category 12 Data Base Management System 4 Database 4 Definitions 4 Detailed equipment information 14 Detailed Equipment Information 14 Detailed information 14 Displaying Equipment Information from the Detail Location Information Form 14 Duplicate Table Options 26 Editing Contact Information 14 Editing Equipment Information 16 Editing Location Information 8 13 Equipment Category 15 NEE Lu EDITION field 4 Field 4 history of the assets 4 Installation 4 Installing a Handheld scanner 30 InTrekO 4 5 6 28 InTrek Premium 4 key 4 Location Information Category 10 multi document interface 6 New User Form 5 overview 4 row 4 Rows 4 Scanner 26 30 31 32 Sta
9. 31 2 Phone Number 555 555 1234 Cal Phone E 555 555 4323 Figure 22 Create Location Form InTrek Premium Copyright 2008 AI right reserved Page 23 NIREKS WV DL DU PREMIUM EDITION Entering Equipment Into the Database InTrek Premium To enter a new piece of eguipment into the database select the Eguipment drop down meun followed by the Enter Eguipment option figure 23 thereby activating the eguipment entry form figure 24 E InTrek Premium File Location s MZ Assignment Search Windows Help InTrek Premiun Manage Equipment Type s a a Enter Equipment Ctrl N Manage Equipment Ctrl Q I Sapientech Some City Alabama Figure 23 Selecting the enter equipment menu option Copyright 2008 All right reserved Page 24 NEE WV DD PREMIUM EDITION toprere Outtcesd Fryuaprsent interests fguprert Morutooterer Geraie oo Canet Lscaten Data Purctumed 120006 Assel Tag Morder Cu Zteeg Deen Zeie Refrest Hear Table Vasen n vd Cher Honing Tabe bret Modry Tape tard Drive Capacty Mute Seni pe Ganos Leceton Asgat Opersing System Ast Cures LAC Ceser ecn HE D Feas A tec Satedtog Premet fer 29564 hanbeciBubew Gogeser Qty Sabre iio Homing Tate Dpestet Torgisis fot ER rng Tate Pret Duokoate Table Refiest ugkcato Tase Ges Gem Save Torote Test ene Etc in reen Figure 24 Equipment Entry Fo
10. Detailed Location Information Once a location has been defined in the database its detailed information can be displayed by double clicking that location in the Active Location s Explorer figures 5 and 6 InTrek Premium Copyright 2008 Al right reserved Page 8 NEE WV DL Ij PREMIUM EDITION Iit em Pariin Ais PETE E ee Deub e e amp ckang this location launches the detailed inlermatiam about this locaton Vb ben hi inti bhal thet locaton information cam be edited Figure 5 Detailed location information is obtained by double clicking a location lormatie Address One n Address Two Sem ee pwe oy yer Sadrijerai 0004 Contact information for this location Figure 6 The detailed information about a location is displayed in a detail information form InTrek Premium Copyright 2008 AI right reserved Page 9 NEE WV DD PREMIUM EDITION The detailed information associated with a location is divided into four categories Location Information Statistics Contact Information and Current Asset List Location Information Category The location information category displays the following information figure 7 Name The name associated with the location Address One The first line of the physical address associated with the location Address Two The second line of the physical address associated with the location unt City The city where the location of the inventory resides S
11. NSA SA VA VA SA SANSA SA SANSA AAA AA AVAYA ANANAS ANY ASA ANY AS AA AAA AA NNNNA RAE AAA AA AAA AAA AY RRRRRA E B RARUS EE Ce daf af af af af af tt ee EE EE EE SE JEE OS OS OS Sd dd dt SVA A A SA SA SA SR ARERR SA SA SA SA PPP PPP PPPS AAA NN AAA AAA NN AAA IAEA AAA AAA A RRAN Inventory Location and Contact Information Control NAT AAA RAA NASA ORI a aa a AAA AANA INIREK SANNA MII PAPAS NANA NAS St Sd td NIN AN NININININININININININ NACA ALAA PAE A NNN PP PNA Od ANNA A Z IS fI AN A PP af af af at eil AAA AAA AA NIIS NISI ASNN NNN VA AAA AAA NN EE ae AAA ARA RADA DANA RRS PONSA NSIS ISIS IS AS OS OS OS OS OS OS SS DRA NAVY VA SNS AAA AAA AAA NA RRR S RRRA RI ANANSI ISIS AS AS OS OS OS OS OS OS SS AAA NAVY VA RAA RRS PONSA NSIS ISIS IS AS OS OS OS OS OS OS SS DRA NAVY AAA NNN RR AAA AAA AAA NA RRR S RRRA RI ANANSI ISIS AS AS OS OS OS OS OS OS SS AAA NAVY VA RAA M Copyright 2008 All rights reserved ANS NAS A AS af af af af td od af af NINININININININ N N N IN N N N N N III SSNS SS SANA NSS A ae a LL S a p I e n te C h AS AA EE 7 8 2008 EAR AAA AAA PP PPA AAA AA AAA AA AAA AA NEE WV DL DU PREMIUM EDITION Contents What is InTirek Pr miUM pP 4 Bic sia a ki ai i i io ai al o ai a i i aa p i o a 4 A Quick Overview of IT L Je I S 4 Installation OF the Applicat
12. UM EDITION Loes Dees Egugment P tor match Desereten TT e Temporary Holding Table A owe Manufacturer Mansschrer Sens Moji Cement Location Assel lt lt ran WEL 122224 feos Es DELi h124 D n Figure 26 Duplicate Equipment Action Form InTrek Premium Copyright 2008 All right reserved Page 27 NEE WV DL DU PREMIUM EDITION Actions Associated with the Duplicate Action Form The Duplicate Action Form provides the user with the following possible actions to take on a duplicate 1 Delete Existing Submit Proposed Deletes the equipment currently listed in the database and replaces with the proposed equipment 2 Keep Existing Test Submit Changes to Proposed No changes are made to the existing equipment however the proposed equipment is changed and resubmitted 3 Keep Existing Delete Proposed The prosposed equipment is deleted Defining Equipment Types To define additional equipment types in the InTrek application select Equipment followed by the Manage Equipment Type s menu option InTrek Premium Copyright 2008 Al right reserved Page 28 NEE tt aj Ij PREMIUM EDITION InTrek Premium Manage Equipment Types Figure 27 Manage Equipment Types Form InTrek and Its Barcode Scanner Capability While information can be entered into InTrek using the keyboard it can also be entered into the system using a handheld barcode sca
13. a key All the information entered into a database is called a record This information composes a variable called a field Installation of the Application To install the application double click Setup Application located on the distribution disk The Setup Application will guide you through the installation process In most cases the default installation setting will work fine If the default installation does not work for your particular computer settings then the Setup Application will allow you to customize the installation settings InTrek Premium Copyright 2008 All right reserved Page 4 NEE tt aj Ij PREMIUM EDITION Starting the Application for the First Time After the application has been installed and before you can start using the application for the first time it will be necessary to log in to the application as administrator and create a user account This is accomplished by first starting the application and logging in using the user name admin and the password admin figure 1 InTrek Ultra Login User Name admin Password Figure 1 Logging in to the application for the first time Creating a User Account Once you are logged in as administrator a new user account can be created by using the New User Form figure 2 This form is automatically displayed and is used to capture the user information as well as the user login name and password Once all the fields have been populated selec
14. atest version of the documents loaded for that asset figure 17 InTrek Premium Copyright 2008 Al right reserved Page 18 NIREKS WV DL PREMIUM EDITION are Edt haked Eruigrmeri Lr zrmatian Ir xr Ibam Hamir L Serial lumber Sine Figure 16 Viewing attachments InTrek Premium Copyright 2008 All right reserved Page 19 NEE Jugo PREMIUM EDITION View cht Detaled Equigment Information for Iberm Maribor L Serial Number 32414 Toggle between AM versions and Current version w now Cerreet versam orty Figure 17 Viewing only the current version Uploading Attachments Attachment can be uploaded into the system using one of two methods Either by selecting the Upload button located at the bottom of the client detail information form figure 16 or by drag and drop Uploading Attachments Using the Upload Button To upload a document into the application using the Upload button select the asset in which to associate the document with then select the Equipment Attachments tab followed by the upload button figure 18 Once this option has been selected a select file dialog box is displayed figure 19 After the file has been selected the document is uploaded into the applications database InTrek Premium Copyright 2008 All right reserved Page 20 View Echt Detaled Equipment Information for Item Wammer L 5 NEE Jp PREMIUM EDITION Serai Rumber 32414
15. er Equipment form figure 32 InTrek Premium Copyright 2008 All right reserved Page 32 NEE WV DL Ij EDITION PREMIUM tapere Outtcusd Eraprsant normis FS Refresh Tarpas Holding Tabla eut Gerai most Cuneet Loca dedi D4 Sapertech Perctase Price VegetNercer Asset Tag erder Deets Sowas Refresh hetog Tate Cher Honing Tabe Pret Mota Tate ij k Menit Serwis ect Current Lecetor Operating ratum 69467 Current Lacaton FT Remesa Dm Feats A tec Sabeitog Prewet fir 29504 bagteri bue Gcaeser Cvey Sabes vto Hold Tate OpentSet Terginis Bonn wo Hodov Tate Frnt Dupboote Tatie Retreat jupicai Tae Ge oa Save Tee Test td Erter in reen Figure 32 Enter Equipment form Because a typical UPC Barcode only contains serial number or model number information the actual parameters regarding the asset must be keyed into InTrek However if the user is entering a series of assets using the scanner can speed up the process significantly For example if a location is to receive 25 new computers that all have 250 gig hard drives and 4 gig of ram then entering the information into InTrek can be accomplished by 1 Filling in all fields of the enter equipment form except for the serial number Selecting the Scan into Holding Table button located at the bottom of the Enter Equipment Form When this option has been selected a dialog box i
16. in the templates list box 4 Scan into Holding Table This option is used for inputing serial information using a hand held scanner 5 Submit into Holding Table This option is used for manual input only Temporary Holding Table Options As stated earlier the temporary Holding Table is designed to house equipment information before it is actually submitted to the perminant tables in the database The options associated with temporary holding table are 1 Delete Selected This option deletes the selected items fron the holding table Clear Holding Table This option deletes all records from the holding table Refresh Holding Table This option refreshes the holding table contents Print Holding Table This option allows the user to print a list of the equipent listed in the temporary holding table Duplicate Table Options The Duplicate Table has two basic options associated with it They are 1 Print Duplicate Table This option allows the user to print of the equipment listed in the duplicates table 2 Refresh Duplicate Table This option allows the user to refresh the duplicate table content Working with Duplicates When a duplicate has been detected it is placed in the duplicates table Any entry in the duplicates table can be accessed by double clicking the equipment in the duplicates Table Display figures 25 and 26 InTrek Premium Copyright 2008 Al right reserved Page 26 NEE tt aj Ij PREMI
17. ion rrr a ii a i i a a a i i a 4 Starting the Application for the First Time cccccccccccssssccecsssececsesseceessssececsesseceeceesaeseeseaaeeeesesaecesesaeeeeeeaaes 5 Creating a User ACCOUnt oie de ia i iii sai a a i e RE so nous cad petu ve tee eere i de ge 5 Using the Application s eet odori oet ias oa e sequat o kaki one het sa aa G dey aa ia asa aa 6 The Active Location s Explorer 7 Displaying Detailed Location Information c ccccccccsssssssececececessaeeecececessecaaececesesessseseaaeseeeeseeeseesaeeeenens 8 Location Information Category 10 Statistics Category T 10 Contact Information Category orae te RT i i a ERE ob eee 11 Current Asset Dist Category edet ree rre a e a ei k ka o e nds ede 12 Editing Location INFOMATION ses s saaa ai iii d dE 13 Editing Contact INTOFMAtIOAL EE 14 Displaying Equipment Information from the Detail Location Information Form lt 14 Viewing Editing Detailed Equipment Information cccccccsscccsseccssecesscecseeecsaecesseceesseeccaecesseeeeereees 14 Equipment Category iu cud st ee a es snot de quet deseas due sp audet ceu nete ce sias Cue 15 Assignment Information Category isses nennen natas asses R R R RKK ARA R aaa 15 Assignment History Category 16 Editing Equipment Information 16 Changing an Equipment s Assigned Location
18. llows the user to change the current location of the equipment InTrek Premium Copyright 2008 All right reserved Page 15 NEE aj Ij PREMIUM EDITION Assignment History Category The Assignment History category provides the user with the assignment history of the equipment The information displayed in this category is show in reverse order meaning that the last assigned location is always listed on top figure 12 The information displayed in this section is 1 Transfer Date The date in which the equipment was transferred from the listed location 2 Location The location in which the equipment was transferred from Editing Equipment Information Equipment information can be edited by changing the information contained within the Detailed Equipment Information Form figure 12 Editing general information associated with a particular piece of equipment is done by changing the general information contained within the equipment category Once the changes have been made selecting the save changes button located at the bottom of that category will commit the changes to the database figure 13 InTrek Premium Copyright 2008 All right reserved Page 16 NEE WV DL Ij PREMIUM EDITION lt Egipment Description Manufacturer Date Purchased 42372008 Purchase Price Serial Number 232323232323232323 Model Number Asset Tag Number 123123123 Cpu Speed Select save changes to commit Memor
19. nner so that equipment can be quickly identified and reassigned once that database has been created InTrek Premium o Copyright 2008 All right reserved Page 29 NEE WV DD PREMIUM EDITION Installing a Handheld scanner To install and configure a handheld barcode scanner please refer to the barcode scanner manufacturer s installation instructions Using a Barcode Scanner Barcode scanners can be used to search for equipment already located in the InTrek database as well as to enter serial numbers model numbers part numbers etc into the InTrek database Using the Scanner to Search for Equipment in the Database To search for a particular asset using a barcode scanner 1 Select Search from the drop down menu figure 28 E InTrek Premium File Location s Equipment Assignment Ree Windows Help Cti4E Figure 28 Deum the Search Fou ament Using Scanner menu option 2 Select Search Equipment using Scanner This action will display a dialog box figure 29 Once the dialog box is displayed select the dialog box with your mouse This will ensure that the dialog box is currently active and ready to receive input from the scanner InTrek Premium Scan serial number to search Figure 29 Scanner Search Input Screen 3 Using the scanner scan the model number barcode of the asset to locate InTrek Premium Copyright 2008 AI right reserved Page 30 NIREKS WV DD PREMIUM EDITION If the as
20. remium Copyright 2008 All right reserved Page 3 NEE Jp Ij PREMIUM EDITION What is nTrek Premium InTrek is an essential tool for any business trying to manage asset location and contact information on a limited budget The application allows the user to create locations assets and contact information and then assign the asset to a location while maintaining a complete history of the assets previous assigned locations Definitions Attachment Any type of electronic file that is to be uploaded into the database Cell The intersection of a row and a column where individual pieces of data reside Database Collection of text and numerical data stored in a list created and managed by an application called a Database Manager or DBM Field A variable used to hold a record Rows A horizontal group of cells on a spreadsheet identified by numbers Table A group of rows and columns A Quick Overview of a Database The most commonly used tool for managing critical data is the database A Database is a collection of text and numerical data stored in a list created and managed by an application called a Data Base Management System or DBMS The list is presented as a table that can be broken down into columns and rows A column is the vertical grouping of entities while the horizontal grouping is known as a row When one or more columns are used in a table to identify a specific row then that group of columns is called
21. rm The Equipment Entry Form divided into two sections Equipment and Outbound Equipment Information The equipment category allows the user to enter the equipment into the application s holding table area The holding table is a special table that captures temporary equipent information Once equipment is entered into the system the user has the option of testing checking for duplicates the temporary information before committing it to the database If the application does not detect a duplicate then the information is dumped into the perminant tables and the holding table is cleared If the application detects a duplicate then that record is placed in a duplicates table for futher processing The equipment data entry form has several options designed to expedite the data entry process These options are 1 Clear Fields After Submitting Automatically clears the data entry fields after each submission InTrek Premium Copyright 2008 Al right reserved Page 25 NEE WV DL Ij PREMIUM EDITION 2 Prompt for Asset Number Submit Scanner Only If this option is selected the program prompts the user to enter an asset number for each piece of equipment that is scanned 3 Open Set Template This option allows the user to save and load templates To save a template fill in the fields you would like to save to a template then select the Save Template button To load a template double click the name of the template listed
22. rting the Application for the First Time 5 Statistics Category 10 Table 4 Temporary Holding Table Options 26 Uploading Attachments 20 Uploading Attachments using Drag and Drop 22 Uploading Attachments using the Upload button 20 Using a Barcode Scanner 30 Using the Application 6 Using the Barcode Scanner to Enter Asset Information into InTrek 32 Viewing Current Version 18 Viewing Editing Detailed Equipment Information 14 Working with Duplicates 26 InTrek Premium Copyright 2008 Al right reserved Page 36
23. s displayed and the application is now ready to receive input from the scanner 3 Using the handheld scanner to scan the barcode of the equipment being entered into the database InTrek will automatically insert the serial number into the record and post that record to the database 4 Once all twenty five computers have been entered into InTrek press Enter to terminate the scanner input InTrek Premium Copyright 2008 Al right reserved Page 33 Wiese gu PREMIUM EDITION InTrek Premium Copyright 2008 All right reserved Page 34 NEE WV DL DU PREMIUM EDITION Figure Index Figure 1 Logging in to the application for the first time ccccccccccsscceessececeeseeceeeceeeeeceesaeeeseeseeeeesaeeeeeees 5 Fig re 2 New User FORM reete i eon e eo leitete e oaa arrea a rese uta eee E sepe ENS RV TR er RSS 6 Figure 3 Active Location s Explorer 7 Figure 4 Selecting a header to change the display order 8 Figure 5 Detailed location information is obtained by double clicking a location 2 4 9 Figure 6 The detailed information about a location is displayed in a detail information form 9 Figure 7 Location information Category 10 Figure 8 Statistics Category isikales an aa esa 11 Figure 9 Contact Information Category cccccccsssccsssecssssecssscessesessuecsssaecseeeeceeecussaecseneecsrsessaeessaeeseaaeesees 12 Figure 10 Current asset list Cate BOP V eura e tee rhe nee Deeg ada ey
24. set is found in the database then InTrek will return the following screen figure 30 Double clicking the equipment displayed in the results panel will launch the View Edit Detailed equipment form figure 31 In Trek Stra Search tquigment Using the Scanner Search Parameters Serui iater iz Search itii Search Wee Search Scanner Searct Resets Date Purchased Date Purchased Secgibegger Modes Munder Figure 30 Results returned from the Search Equipment Using Scanner option InTrek Premium Copyright 2008 All right reserved Page 31 NEE WV DL DU PREMIUM EDITION Azxxignrsert Hike Trantor Date Looutios Save Changes Conon Figure 31 View Edit Equipment Form At this point the information can be edited and or reassigned to a different location For example to reassign the asset 112EDA4311298 using a scanner Vr m M N n 6 Select Search from the drop down menu Select Search Equipment using Scanner Using the scanner scan the model number barcode of the asset to locate Double clicking the equipment displayed in the results panel In the View Edit Equipment Form select the new location from the Select New Location list box figurer 31 Selecting the Reassign button reassign the equipment to the new location Using the Barcode Scanner to Enter Asset Information into InTrek Serial and model number information can be fed into InTrek s Ent
25. t information in alphabetical order going by the equipment s serial number However this can be changed by selecting one of the headers located at the top of the form figure 11 Selecting the header once will order the current asset list display in ascending order Selecting the same header a second time will sort the current asset list display in descending order Current suet Leid E3zerwri Faspsesi reg Hazufaciuer Dai Bechet Duis Beton Tarini Muster Meceininir ar Anri Tag Niam i Lamon RA EH un zur Larvur EIB PMI 33122171113 Select header ii change display ender Figure 11 Selecting a header to change the display order Editing Location Information Once location information has been entered into the database it can only be edited from the Detailed Location Information Form figure 6 To update location information change the information contained in the Location Information Category figure 7 Once the information has been updated select the update button figure 7 InTrek Premium Copyright 2008 Al right reserved Page 13 NEE Jp Ij PREMIUM EDITION Editing Contact Information Contact information associated with a location can be updated from the Detail Location Information Form figure 9 To update contact information change the information contained in the Contact Information Category figure 9 Once the information has been updated select the update button figure 9 Displaying Equipment Information from
26. tate The state where the location of the inventory resides Zip The zip code of the physical location o Phone Number The phone number associated with the location where the inventory resides Location Information Name New Sapientech pec v 125 Somewhere Address Two City usa City State Zip 71968 Phone Number 555 234 5555 Figure 7 Location information category Statistics Category The statistics category displays the various types of equipment associated with a location and the number of units associated with that type figure 8 InTrek Premium Copyright 2008 Al right reserved Page 10 NEE Jp Ij PREMIUM EDITION Count Equipment Type 1 Laptop 1 Server Figure 8 Statistics category Contact Information Category The contact information category displays information for the primary contact person at a given location figure 9 The information displayed in this category is as follows First Name The first name of the location s contact person Middle Name The middle name of the location s contact person Last Name The last name of the location s contact person Email Address The email address of the location s contact person Title The title of the contact person Phone Number The contact person land line phone number Oa BRC Cell Phone Number The contact person s cell phone number InTrek Premium Copyright 2008 Al right reserved Page 11
27. ting the Save option located at the bottom of the form creates the new user account figure 2 After the user account has been created the application is closed and the changes are saved to the database At this point InTrek can be restarted and the user can log in using the new account figure 1 InTrek Premium Copyright 2008 Al right reserved Page 5 NEE WV DL PREMIUM EDITION InTrek Ultra Add New User User Information First Name Middle Name Last Name p ohn E ene Smith E Mail Address p ohn G Smith email com User Name v ohngSmith Generate User Name Generate Password Password Password Retyped XXXXXxX Save Clear Cancel Figure 2 New User Form Using the Application InTrekO is a multi document interface MDI application This means the user can open multiple forms in a single application also known as a container When the application is started using a user account the Active Location s Explorer is launched by default figure 3 InTrek Premium Copyright 2008 All right reserved Page 6 NEE tt aj Ij PREMIUM EDITION Figure 3 Active Location s Explorer The Active Location s Explorer The Active Location s Explorer is used to display all current location s defined in the database where equipment is currently assigned or could be assigned The Active Location s Explorer displays the following information 1 6 Location
28. ton and drag and drop them into InTrek Premium figure 20 Figure 20 Drag and Drop Retrieving and Viewing Attachments Once an attachment has been uploaded into the database it can be retrieved by selecting the document and performing a right mouse click figure 21 This action displays a popup menu figure 21 If the View option is selected then the applications automatically downloads a copy of the document to a temporary directory and the file is viewed in its native application At this point the document can then be edited saved and reloaded into the system as a new version InTrek Premium Copyright 2008 AI right reserved Page 22 NEE WV DL Ij PREMIUM EDITION ES InTrek Premium File Location s Equipment Assignment Search W InTrek Premium Ad E An Detailed Informal View Edit Detailed Equipment Information for Ite sion frmAbout fr Attachmen View Attachment Delete Attachment Figure 21 View Menu options Creating a New Location To create a new location select Location s drop down menu followed by Create Location This action launches the Create Location form figure 22 InTrek Premium Create Location Contact Information Name Sapentech First Name Kylar Address One 123 Street Middle Name Address Two Last Name Smith City Some City Email Address kylar J Smith emai com State Tite Manager Zip 87334 Phone Number 555 555 2
29. y the datab Hard Drive Capacity Monitor Mouse Keyboard Operating System Save Changes Cancel Figure 13 Saving equipment information changes to the database Changing an Equipment s Assigned Location The current location of a piece of equipment can be changed by selecting a new location and then selecting save in the Assignment Information category figure 14 Edit Assignment Current Location Sapientech Select New Location New Sapientech Sapientech Save Assignment Figure 14 Changing the current location assignment of a piece of equipment InTrek Premium Copyright 2008 Al right reserved Page 17 NEE WV DD PREMIUM EDITION Attachments One of the primary functions of InTrek Premium is to provide document control of supporting equipment information by allowing document s to be uploaded into the application s database Once a document has been uploaded any additional copies of the same document are automatically given the next version number figure 15 vira Edt haie Erpaigreni Information ber Ibam Hamir L Sorel umber Sine 2 ton cet Figure 15 Document control function of InTrek Premium Viewing Current Version As documents are attached to a particular asset the list of attachments associated with that asset grows figure 16 To limit the number of attachments display at one time the application has a toggle located at the bottom that when selected will display only the l
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