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PowerTrack Asset / Tool Management

1. Add New button to save the record and create another new record NOTE The new record for a Material item with its received quantity will display in History as a Receipt New Material Record Short Cut Another method to add a new Material record is to select the item in the Material Grid and the Edit Selected button Select a different Site and or Location where there is no existing quantity Enter the New Quantity and Unit Cost Edit Material Record The default state of the Materials grid displays the first 50 records from the database Use the search and filter functions to find the tool record to edit E Asset Lookup Yiew File Help O o TA La E 9 O Home Tools Model Catalog Transactions Reports List Management Cycle Count Admin dh New Record ES Edit Selected amp Add New J Export Data Cancel Current Location 067 101 1 Nut 174 Torque 1767 43 Northwest Wareh None Craftsman 067 101 1 Nut 1 4 Torque 1767 E Warehouse 51 B23 Craftsman 067 101 1 Nut 1 4 Torque 1767 1 Warehouse 51 B22 Craftsman Filters Enable Gea 067 101 1 Nut 1 4 Torque 1767 1 Station Warehouse None Craftsman Catanii 067 101 1 Nut 1 4 Torque 1767 4 main stocking None Craftsman J 3432 Washer 1 2 inch Kus 342 Northwest Wareh A1 Kushlan 3432 Washer 1 2 inch Kus 342 Dallas Tool Room None Kushlan Seder 3432 Washer 1 Zinch Kus 342 Warehouse 51 B23 Kushlan 7
2. Bid Job Costs Ny Hanan Resouces Good NJ Human Resources Good Select any record on the lower window and click the View Selected button to exit the History View and go to the Tool Lookup to view or edit the record s for that tool or material Use the drop down calendar to select the History From and History To dates for the Use the Tool or Item Model or Serial Number search boxes to enter a specific tool item number model or serial number This is an embedded string search Press Enter or the Search icon to the right of the search box 62 Click to select the desired transaction types Check In Check Out etc or select the EN Asset History View File Help OO fh S Home Tools Materials Model Catalog Reports List Management Cycle Count Admin Check Out Checkin Transfer eal 4 View Selected 3 Export Data History From 8 22 2015 y To 8 23 2015 y V All V Receipts Search and Filters Search C Filter C Both Apply Clear Cea Sites y M Check In M Adjustments 13 al Assignment F M Check Out M NewToolUIDs Model al Busness Unk z Apply M Transfer V Retire Unretire Serial Number in Departments rr Model rr Tool or ee Business _ Activity Quantity Description Assignment Department ar Condition From Site 22015 11 35 PM Mike Kappa Check In Drill 3 4 inch Anderson Paul NJ Human Reso
3. e To filter by Departments first use the Business Unit filter to select the Business Unit and then use the Department drop down list to select a department will find UID Tools only e To filter by equipment Conditions use the drop down list to select a condition will find UID Tools only e Always select Apply to apply the filter e Select the Clear button to clear the filter criteria and display all the records Filters work in conjunction with each other and with any Search criteria that is set For example you can search for Category Drills Sites Warehouse 50 and Model includes the string 1 2 inch The resulting search will show only tools that match on all three criteria CAUTION If you are not seeing the results that you are expecting in the grid check to see if another filter or search criteria is inadvertently set and needs to be cleared To Edit a record shown in the Tool Grid double click on the record to be edited or select the record and click the Edit Selected button e Editing Unique ID Record 43 HS Asset Lookup iew Fie Help a E AAA a uN Home Tools Materials Model Catalog Transactions Reports List Management Cycle Count Admin Tools Retired Tools search _ Clear de New Record Y Save dh Save amp Add New Retire 3 Export Data Cancel Tool or Item Tool Cost Purchase Warranty Service Maint Model al Tool Unique ID PE Serial Number ool Uniq
4. EN List Maintenance Manufactures File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin vers Search nj c Manufacturers 3 Prit ap New Y Save SP Save Add New y Cancel Y Delete Manufacturers Description Description Active Iv Adtran You can only Delete a record that has not been used before are If you are not sure you can attempt to delete and if it is in use the system will check for you Apple If you wish to deactivate a record you can set the record to inactive Changing a record to inactive will preserve the integrity of your system for Belkin reporting and searching however editing a record that is using a inactive list Black amp Decker item will be empty and you will need to adjust the list item before a save will be permitted Craftsman Dell Inc T Show Inactive e Select the New button to create a new vendor A blank view screen will display in the right panel e Enter the Description name The Active box will be checked by default e Select the Cancel button to exit the record without saving the changes e Select the Save button to save the vendor record or the Save Add New button to save the vendor record and create another new record Edit Vendor Record e Use the Search function to search for existing vendors by vendor Name Click to check the Show Inactive box to show inactive vendors in the displayed list and
5. AcquistionMethod File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin ea Search ml c Acquisition Method Pit ap New Y Save P Save Add New E Cancel Delete intion Expense Report Acquisition Method Description Active iv Expense Report You can only Delete a record that has not been used before Othe If you are not sure you can attempt to delete and if it is in use the system will check for you Purchase Order If you wish to deactivate a record you can set the record to inactive Changing a record to inactive will preserve the integrity of your system for reporting and searching however editing a record that is using a inactive list item will be empty and you will need to adjust the list item before a save will be permitted I Show Inactive e Select the New button to create a new acquisition method A blank view screen will display in the right panel 24 Enter the Description name The Active box will be checked by default Select the Cancel button to exit the record without saving the changes Select the Save button to save the acquisition record Select the Save Add New button to save the record and create a new acquisition record Edit Acquisition Method Record Use the Search function to search for existing acquisition methods Click to check the Show Inactive box to show inactive acquisition methods in the search Select the Description in the list and
6. The Licensed Software and Documentation are non exclusive and non transferable The software is licensed for use by a pre determined number of users depending on the license package purchased The Licensee cannot reverse compile disassemble alter modify or copy any portion of the Licensed Software or Documentation for any purpose except as expressly provided in this Agreement Software Limited Warranty COMPSEE provides a limited warranty of functionality for the PowerTrack Asset Management Software to customers with an active technical support agreement COMPSEE agrees that the software will conform substantially to the PowerTrack software documentation for customers with an active support agreement COMPSEE agrees to remedy or replace any defective software for customers under an active support agreement so that the software will conform substantially to the PowerTrack software documentation as described in this user manual COMPSEE disclaims all other warranties expressed or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose and in no event shall COMPSEE be liable for any damages whatsoever including but not limited to consequential or incidental damages or damages for loss of profits lost data or business interruption due to the reliance on or use of the licensed software and documentation 71
7. _Clear Sites yl Tool or ltem al Assignment y Model in Business Unit Ej Serial Number iy Departments z Quantity Model Number Description Assignment Business Unit Department Condition From Site Fro Date Time User Activity Tool or ltem e Use the drop down calendar to select the History From date e Use the drop down calendar to select the History To date e Click to select the Check In Check Out Transfer Receipts Adjustments New Tool UIDs and Retire Un retire box or select the All box e Select the Apply button to display records 61 a Asset History View File Help O Home History To V All M Check In M Check Out Date Time 8 23 2015 1 18 AM M Transfer us Mike Kappa Activity Hoy From 8 22 2015 8 23 2015 M Receipts M Adjustments M New Tool UIDs MV Retire Unretire Adjustment Tool or ltem 123456 8 23 2015 1 17 AM Mike Kappa New Tool UID 324 o A LA sa Tools Materials Model Catalog Reports List Management Tool or Item in Model al s erial Number in Cycle Count Admin Search and Filters Search C Filter C Both Sites Assignment Apply lear y E Business Unit zi Departments o Quantity Model Number 0923475025 Description Microsoft Showel 2 0 Drill 142 Inch Set Assignment Business
8. Keyboard 32 key AP 3432 Apple Laptops iMac 12 inch Model 3431 Apple KR O Oda Material Inventory Reports Material inventory reports show the current material inventories These reports include e Material Summary e Material Summary By Site Example Report Material Summary 68 Material Summary Total Description Model Manufacturer Quantity Category Bolts Bolt 1 8th inch 99999 HP 158 Bolt 1 2 inch 9123 456 Tacoma Screw 136 E Bolt 3 4 Coarse 5 TS56 335 Tacoma Screw 110 Total of Bolts 404 0 Category Drill Bits 2 Drill Bit Set 8 BD 4435 Black amp Decker 105 Drill Bit Set of 8 DWWD 8322 Dewalt 41 Total of Drill Bits 146 Category Machine Screws e Screw 3 4 inch BD 3432 Black amp Decker 314 Machine Screws 3 4 inch K343 Kushlan 30 Screw 3 4 TS 343 Tacoma Screw 112 Total of Machine Screws 456 1 Category Nuts i Nut 1 4 Torque Locking 1767 Craftsman 53 Nut 3 4 955 1 Ames 160 Total of Nuts 213 Past Due Reports Past Due reports show the events that are overdue These reports include e Expired Certifications e Maintenance Past Due e Returns Past Due Example Report Maintenance Past Due Tool Maintenance Past Due e Tools that are due for maintenance on or before August 23 2015 Maintenance Scheduled Tool Description Model Condition Due Date Return Date Assignment Site ID 941 Cement Mixer 50 Gal CMb5454 Good 08 21 2015 Site ID Count
9. Material Description JarCad Description Active Iv Categories Air Card You can only Delete a record that has not been used before If you are not sure you can attempt to delete and if it is in use the system will check for you Compressor If you wish to deactivate a record you can set the record to inactive Changing 4 record to inactive will preserve the integrity of your system for Desktop reporting and searching however editing a record that is using a inactive list item will be empty and you will need to adjust the list item before a save will be permitted Cement Mixers Digital Camera Drills Hand Generator Handheld Device Keyboard Laptops Mobile Phone Monitor Mouse F Show Inactive e Select the New button to create a new category A blank view screen will display in the right panel e Type the Description of the categories The Active box will be checked by default e Select the Cancel button to exit the record without saving the category record e Select the Save button to save the category record or Save Add New button to save the category record and create another new record Edit Category Record e Use the Search function to search for existing categories by Name e Click to check the Show Inactive box to show inactive categories in the search e Select the category in the list and the record will display in the right panel 19 e Type changes to the De
10. Unit Department Condition Good 4 View Selected amp Espot Data 6 23 2015 1 17 AM 8 23 2015 12 46 AM 8 23 2015 12 46 AM Mike Kappa Mike Kappa Receipt Check In 123456 0923475025 Kus 342 BD SHOV234 8 23 2015 12 46 AM 8 23 2015 12 44 AM Mike Kappa Mike Kappa Check In Check In Microsoft Shovel 2 0 Washer 1 2 inch Shovel 6 5 ft Washer 1 2 inch Washer 1 2 inch 6 23 2015 12 45 AM Mike Kappa Check In 3339 BD SHOV234 Shovel 6 5 ft mo 8 23 2015 12 43 AM 8 23 2015 12 42 AM 8 23 2015 12 42 AM Mike Kappa Mike Kappa Transfer Transfer BD SHOV234 CR 9845 Washer 1 2 inch Shovel 6 5 ft Drill 344 inch Good 8 23 2015 12 42 AM 8 23 2015 12 41 AM 8 23 2015 12 41 AM Mike Kappa Mike Kappa Mike Kappa Transfer Transfer Transfer CR 9845 BD SHOV234 BD SHOV234 Drill 344 inch Shovel 6 5 ft Shovel 6 5 ft Bid Job Costs Needs Repaired 8 22 2015 11 37 PM 8 22 2015 11 35 PM Mike Kappa Check In 8 22 2015 10 23 PM 4 Mike Kappa Check Out Search Function sea rch CR 9845 CR 9845 All checkbox for the search Drill 3 4 inch Drill 3 4 inch CR 9845 Agnello Frank Anderson Paul Drill 344 inch Anderson Paul Click to select the Search radio button on the upper panel
11. all references to Asset will be changed to Tool f Asset is checked all references to Tool will be changed to Asset Cost Codes and Phases C CostCode Phase None If Cost Code or Phase is checked Asset may be transferred to a cost code or phase Options Use Optional User defined fields in Employee Profile Employee User defined Field 1 Your Field Name jo DF_1 Direct Entry Selection List l Employee User defined Field 2 Your Field Name jo DF_2 CO Direct Entry e Selection List M Contractor Usage If checked you can checkout a record to contractors as well as employees T SAP Interface If this button is check various labels will be changed to reflect a SAP Interface e Type the Company Name e Select the Record Description by choosing Tool or Asset to change references throughout the application to the selected description The example screens in this user guide assume that Tool is checked e Cost Codes and Phases must be set to None This is for future use e Clicking on the Employee User defined Field 1 or 2 will set up additional fields in the Employee profile and associated selection lists e Clicking on Contractor Usage will allow for checking out assets to contractors in addition to employees e Do not use SAP Interface this is a custom interface for a SAP customer e Select the Save button to save the Global Options List Management PowerTrack Asset
12. ltem tt 88333 TT Maintain Last Category Dril Bits Clear Filters Enable Clear Manufacturer Dewt YW D 8322 Drill Bit Set of 8 Category Manufacturer s Model Description Description Drill Bit Set of 8 Drill Bit Set of 8 Description Current Information Inventory Adjustment Manufacturer Site po y Oty a Receive New Quantity Unit Cost Location y Sites e Quantity Adjustment Enter Negative Oty for Subtraction e Use the drop down Category and Manufacturer lists to filter the Model selection list e The first model of the filtered selection list will appear in the Model selection although a selection has not yet been made Click on the drop down icon a and select the required model The Item number Description and Manufacturer s Model Description will automatically display e Select the Site and Location for the new record If you select a Site and location that already has a quantity for that item you will add quantity to the existing record and not create a new record in the Material Grid e Select the Quantity to receive and the Unit Cost for this receipt Select Cost Purchase Tab e Select the Preferred Vendor from the drop down vendor list Select Min Max Tab e Enter the High Target and Low Amount for in the Min Max Quantities for this Site e Select the Cancel button to exit the record without saving 50 e Select the Save button to save the record e Select the Save
13. 1 Site ID W49 Building 49 Facility iPad2 11 Pad2 32q 3G Verizon Good 04 29 2015 Drill 3 4 inch CR 9045 Good 07 20 2015 Site ID W49 Building 49 Facility Count 2 Site ID 300 Dallas Tool Room Generator 3 4 Hp C5044 03 25 2015 Drill 1 2 Inch Set DWD777 04 24 2015 Site ID 300 Dallas Tool Room Count 2 69 About The About page displays the software version number To access the About page click the Help button and select About Click the Close button Ea to exit the About screen 70 COMPSEE a Business Unit of Control Solutions Inc 5775 Soundview Drive Suite 101E Gig Harbor WA 98335 253 851 6500 License Agreement The PowerTrack Asset Management software is owned by COMPSEE a business unit of Control Solutions Inc By installing copying or otherwise using PowerTrack Asset Management Software you agree to the terms of this License Agreement The PowerTrack Asset Management Software is Licensed Software and is protected under U S copyright law and international copyright treaties It is illegal to make or distribute copies of this software except as permitted under copyright law A single back up copy of the software may be created and used solely for archival purposes The copyrighted manual is owned by COMPSEE It is intended solely for the information and use of parties operating the software described herein The Licensee may reproduce the manual for use with the Licensed Software only
14. 3432 Washer 1 2 inch Kus 342 Warehouse 51 B21 Kushlan 3432 Washer 1 2 inch Kus 342 10 Warehouse50 None Kushlan Manufacturer Category ltem Description Model Oty Current Site Manufacturer Machine Screws 43433 Screw 3 4 TS 343 8 Dallas Tool Room None Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 25 main stocking B21 Tacoma Screv 15 343 2 Warehouse50 A1385 Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 20 Warehouse 51 Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 30 Warehouse 51 B22 Tacoma Screw Machine Screws 45333 Machine Screws K343 30 Warehouse 50 None Kushlan Washers 453333 Washer 1 2 C 43555 40 Warehouse 50 A10 Black amp Decke Washers 453333 Washer 1 2 C 43555 54 Warehouse 51 B22 Black amp Decke Bolts 6425 Bolt 1 8th inch 99999 76 Dallas Tool Room None HP Bolts 6425 Bolt 1 8th inch 99999 82 4 main stocking None HP Washers 6565 Washer 1 2 inch NG 44434 31 Northwest W areh None Netgear 4 efi Item Count 50 Total Quantity 1466 al Search Function e On the left side of the screen use the Search function for Item or Model to show a specific Material or group of materials The Item search will match on the Item field and the Model search will match on the Model and Description fields This is an embedded string search Press Enter or the search button beside the
15. Admin Employees 3 Delete a e Cancel Y Save P Save Add New wy Delete Emp ID 12646 IV Active Badge Prox ID 10003 John Middle C Last Calhoun Employees First Number 879998 413224 999999 539222 102334 593999 100483 878897 510004 112222 212212 823232 500233 J aJ En e w Count 22 Name Zeres Winston wilson Wendall Wilkerson Dan d The Administrator of System Admin Smith Lester Simpson John Rambler Ronald Milbern Cecily Midlands Thomas Kapp Mike C Johnson Michael A Hildebrand Brad 4 Graham Kyler b Gerla Tom G Garcia Nidia C Clements Rill Show Inactive Contact Address Certificates Unions Address fi 54 Main Street Suite 343 City State fu ohnson City ca Y Zip 38432 ras is a notel Load Photo Certification Information The Certificates tab is used to track personal employee information and certifications required This screen can be configured specific to each customer If the certificate date fields are used the Expired Certificates Report will show all certificates that are expired Search and Edit Employee Record Employee List e Only the first 50 employees are shown in the employee list view for optimum load times e Sort the employees list by selecting Number to sort by employee ID or Name to sort by employee name Select the employee Number or Name and the record summary will
16. Management supports list management for Employees Contractors Business Units Departments Sites Locations Categories Manufacturers Vendors Conditions Acquisition Method ACQ and Unions These lists allow the user to make selections throughout the application CAUTION Deleting a list item will result in the loss of all historical data for that item Deactivate a list item by setting the item to inactive to preserve the integrity of the system for reporting and searching NOTE Use ID numbers containing the same number of digits to allow for accurate alphanumeric sorting Employees Management Create edit or delete employees by selecting the List Management button on the Asset Management toolbar and select the Employees tab a List Maintenance Employees File Help wo ss 8 E Home Tools Employees Number Name 101043 Anderson Paul 100641 Anolik Eric 1 100490 Aronne Armand 1 Banzhaf Peter 100546 Barbarita S arubbi Grace 1 100106 Barbera Robert 101445 Barclay Brian 1 100568 Barger Brian 1 100111 Barrett Kevin Bautista Leonel 100240 Bergman Valerie Bharadwaj Sanjay 101323 Bisceglia Michael 100198 Boniello Jared 1 100993 Bossa Christopher 1 gt 1922 Rracken Thomas Count 50 T Show Inactive New Employee Record e Select the New button to create a new employee Employees Cy Edit SP Save Add New Ey Cancel Delete John Alicandri Email jalicandri hunterrobertscg com jo
17. None Condition ularabnuca EN Aisle 10 Return Date Scan ne Reference No v n E Oty Description Model No Condition Reference No From Site From Location e Scan or type in the Tool or Item and press Enter a Ifa Unique ID tool is selected that is not on assignment the following will display Select the OK button Not checked out x e The Description will be displayed e For Unique ID tools the From Site and Location Condition and Quantity of 1 and the current Assignment will also be displayed The Home Site and Location will be auto filled for the To Site and Location e For ltem Quantity tools and Materials the list of all sites and locations with their respective quantities will be displayed Select the From Site Location from which to move the items use the filter function above the selection table to filter long lists to a particular site and enter the Quantity to be moved 57 e Select the To Site and Location from the selection lists or change the selection if desired where already auto filled for a Unique ID tool e The Assignment information will already be filled in for Unique ID returns If you want to keep a record within History of who returned ltem Quantity Tools or Materials then fill in the employee information e At the Scan field scan or type in the employee or contractor number and press Enter The ID number will display in the Scan field and the name will display in the Assignment fie
18. Save button to save the record or Save Add New to save the record and create another new record Edit Department Record Use the drop down list to select the Business Unit Filter Use the Search function to search for existing departments by Number or Name Click to check the Show Inactive box to show inactive departments in the search Departments are sorted by department Name Select the department Name on the left and the record will display in the right hand View Screen Select the Edit button to make changes to the record Select the Cancel button to exit the record without saving the changes Select the Delete button to delete the item record Select the OK button If the Department has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Select the Save button to save the changes or Save Add New to save the department record and create another new record Sites Management Create edit or delete sites by selecting the List Management button on the Asset Management toolbar and select the Sites Locations Sites Locs tab New Site Select the New button to create a new site A blank view screen will display Enter the Site ID number The Active box will be checked by default Enter the Site Description name Use the drop down list to select the Site Type either Stocking Site Job Site or Non stocking Facility Site Use the drop down
19. User ID Login e Assign Password by typing the password Re enter Password e Use the drop down list to select the Assign Role e Select All Sites Permissions or Selected Site permissions using the drop down menu for Sites e The Active box will be checked by default e Select the Cancel button to exit the record without saving e Select the Save button to save the Users record Zi Edit Users Record e Use the Search function to search existing Users by Name or Login Press Enter or the Search Icon on the right side of the search box Use the Clear button to clear the search criteria and display all the records e Click to check the Show Inactive box to show inactive user records in the list view and search e Select any Name on the left and the record will display in the right panel view area e Select the Edit button to make changes e Select and change the User ID Password Assign Role or Site Permissions to make changes to the record e Click to uncheck the Active box to deactivate the record e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the record If a record has been used the record cannot be deleted CAUTION Deleting a record will result in the loss of all historical data Deactivate a record by setting the record to inactive to preserve the integrity of the system for reporting and searching e Select the Save button to save the changes to the use
20. and location respectively when the new record 1s saved e Type the Serial Number if applicable e Use the drop down list to select the Condition from the Conditions List Management database THIS IS A REQUIRED FIELD e Use the drop down list to select the Business Unit from the Business Unit List Management database e Use the drop down list to select the Department ownership from the Departments List Management database The Department will be filtered by the Business Unit selection e Type any Tool Notes applicable to this individual tool Select Cost Purchase Tab e Use the drop down list to select the Vendor from the Vendor List Management database e Use the drop down control to select the Date Created or Acquisition The default is the current date e Use the drop down list to select the Acquisition Method from the Acquisition Method List Management database e Type the Purchase Order number e Type the Cost Select Warranty Tab e Use the calendar functions to enter the start and end date for any applicable Labor Parts and Install warranties e Clicking the checkbox integrated in the control will add today s date if the box is empty or will clear the date if there is one already displayed Select the Service Management Tab only available if the model is set up for Required Scheduled Maintenance Use the drop down control to select the date of the next scheduled maintenance Note that the other inactive fields on
21. but is not shown on the History grid or standard reports The data is available for use with custom reports e Click to check the Maintain Last Values box when entering multiple transfer items 59 e Select the Add Row button to add the transfer item to the batch The record will display in the lower panel where all the scanned records may be viewed prior to submittal e Continue to add additional items to the Transfer batch e Select the Clear Form button to clear the displayed transfer item on the upper screen e Select any line item on the lower screen and then select the Remove Row button to remove any item from the batch e When all items have been added select the Submit Batch button to submit the transfer transactions At the prompt select the OK button Material Returns from Non stocking Sites Materials can be returned to inventory from non stocking sites using either the Transfer or Check In screens Since materials are not kept in system inventory at non stocking sites there will be no non stocking sites locations to select in the From Site Location selection table EN Transaction Yiew File Help CIA A a Home Tools Materials Model Catalog Reports List Management Cycle Count Admin Transfer IT Maintain Last Values From Tool orltem 3432 re Description H 1 2 inch Quantity Available 7 Condition T Dallas Tool Room Northwest Warehouse None 4 Northwest Warehouse Aisl
22. by entering the password in Existing Password and select the Next button e Select the Exit button to exit without changing the password e Enter the New Password and enter again to Confirm Password e Select the Save button to save the new password or the Exit button to exit the screen without saving the new password 31 Using PowerTrack Asset Management To start the PowerTrack Asset Management program on the PC click on the Asset Management icon Compsee A Division of Control Solutions inc Enter Loginid and Password ver 2 0 1409 1099 Enter the Login ID and Password assigned in Admin and click the OK button Refer to Administration in the PowerTrack Asset Management Guide to create and modify user names and passwords 32 Model Catalog Create edit or delete models with categories and manufacturers by selecting the Model Catalog button on the Asset Management toolbar e Toggle the radio button between Assets Tools and Materials to view the respective model catalog e The left panel shows search and filter criteria and the right panel shows the Model Grid When entering the Model Catalog the first 50 models will be displayed in the grid e The Model Grid displays Category Manufacturer Model Item Number Type Description and Quantity Each column is sortable by clicking on the column header model Catalog Yiew File Help o F E E Cc Home Tools Materials Transactions Reports List Ma
23. search choice to initiate the search Use the global search function or click on one of the two search buttons without making a selection to show all materials in the grid e Use the Clear button to clear the search criteria Filter Function To use the Filter function select the Enable button on the left side of the screen to activate the filter function e To filter by Category use the drop down list to select a category Select the Apply button to apply the filter and display the filtered records e To filter by Description use the drop down list to select a description e To filter by Manufacturer use the drop down list to select a manufacturer e To filter by Sites use the drop down list to select a site e Always select Apply to apply the filter e Select the Clear button to clear the filter criteria and display all the records Filters work in conjunction with each other and with any Search criteria that is set CAUTION If you are not seeing the results that you are expecting in the grid check to see if another filter or search criteria 1s inadvertently set and needs to be cleared To Edit a record shown in the Materials Grid double click on the record to be edited or select the record and click the Edit Selected button 52 Asset Lookup Yiew File Help o 3 La E O Home Tools Model Catalog Transactions Reports List Management Cycle Count Admin da New Record Y Save dh Save amp Add New gt reti
24. site assignment employee contractor business unit department and by transaction type check in check out transfer new retired asset Tracking Type Classification All asset models entered into the Asset Management System must be classified as one of the following tracking types Unique ID UID Unique ID assets are assigned an identification number barcode that is unique to the individual asset or tool So the quantity for this identification number will always be one Unique ID assets can be assigned to an individual and found on an employee or contractor search they can have a condition business unit department serial number specific cost schedule maintenance and return by date all attributes not available for the other tracking types In addition Unique ID assets can be retired and un retired Item Quantity Item Quantity ltem Quantity assets are generally of lesser value for example hard hats or shovels A model will be assigned with an Item number barcode that will apply to all specimens of that model A user must specify the item and quantity when creating transactions An item quantity model may be stored at multiple sites in various quantities The system will maintain an average cost for each item quantity model for each site Materials Materials are generally consumables for example drill bits nails paper towels A material model will be assigned with an item number barcode that will ap
25. the record will display in the right panel Select and change the Description field to make changes to the record Select the Cancel button to exit the record without saving the changes Select the Delete button to delete the item record If the Vendor is being used including in asset assignments it is better to make it Inactive so as not to cause blank information in asset records Click to uncheck the Active box to set the record to inactive Select the Save or Save Add New button to save the acquisition changes 25 Administration The Administrative functions set up User Names and Logins and allows Roles and Site Permissions to be assigned Select the Admin button on the Asset Management toolbar Roles There are four roles in the system Admin Manager User and Scanner The functions available to each of these roles can be customized within the Roles screen e Select the Roles Tab e Select a Role in the Top left hand window for example Scanner e Select an Available Function left panel to assign to the role Press the Add button to assign the role it should now appear in the Assigned Functions window e To remove an assigned function from the role select an assigned function right panel and press the Remove button it should now appear back in the Available Function window a Administration Yiew File Help MR uN sP Home Tools Materials Model Catalog Transactions Reports List Management Cycl
26. the search e Select the Name in the list and the record will display in the right panel e Select and change the Description field to make changes to the record e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the item record If the Vendor is being used including in asset assignments it is better to make it Inactive so as not to cause blank information in asset records ZZ Click to uncheck the Active box to set the record to inactive e Select the Save button or Save Add New to save the changes Conditions Management Create edit or delete conditions by selecting the List Management button on the Asset Management toolbar and select the Conditions tab aH List Maintenance Conditions File Help es Wee oe E a aF Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin evan Search aj c Conditions 3 Pi oP New Y Save P Save Add New E Cancel Delete Conditions Description Name Active ad Broken Do Not Use You can only Delete a record that has not been used before Bond If you are not sure you can attempt to delete and if it is in use the system will minia check for you If you wish to deactivate a record you can set the record to inactive Changing a record to inactive will preserve the integrity of your system for reporting and searching however editing a record that is using a inactive list item w
27. this tab are intended for a future version Select the Cancel button to exit the record without saving Select the Save button to save the record Select the Save Add New button to save the record and create another new record NOTE The saved record for a UID Tool will display in History as a New Tool UID 39 B New Item Quantity Record EN Asset Lookup View File Help E 5 ES El Cc Home Materials Model Catalog Transactions Reports List Management Cycle Count Admin Search Jew Recor Y Save db Save amp Add New a EY Cancel Tool or ltem Tool Cost Purchase Min Max Model tem H Serial Number a oes Category Shovel y Clear Filters Enable Clear Manufacturer Rigid y 589889 Shovel 6 f Category Manufacturer s Model Description Shovel 6 ft Fiberglass Description Current Information Inventory Adjustment Manufacturer Site Poy Oty CC Receive New Quantity Unit Cost Location y Sites Quantity Adjustment Enter Negative Oty for Subtraction Assignment y Business Unit filter Departments only Departments Conditions e Use the drop down Category and Manufacturer lists to filter the Model selection list e The first model of the filtered selection list will appear in the Model selection although a selection has not yet been made Click on the drop down icon 3 and select the required model The Item number Description and Manufacturer s Mod
28. to a site location Create Check out transactions by selecting the Transactions button on the Asset Management toolbar and select the Check Out tab 5 Transaction View File Help O s E o Home Tools Materials Model Catalog Tra ms Reports List Management Cycle Count Admin Check Out I Maintain Last Values From Tool or ltem 123456 ml Site 534 ISinterchange y Description a Shovel 2 0 Loc None N one bl Narrows Bridge Northwest Warehouse Quantity 5 Available 18 Station Warehouse Tacoma Fun Park Condition TEST Cita Return Date Scan fi 00240 A Reference No Bergman Valerie dh Add Row Remove Row X Clear Form Submit Batch Type rA d Oty Description Model No Condition Reference No From Site From Location To Site e Scan or type in the Tool or Item and press Enter e If a Unique ID tool is selected that is already on assignment the following will display Select the OK button Already checked out Eq e The Description will be displayed 54 For Unique ID tools the Site and Location Condition and Quantity of 1 will also be displayed For Item Quantity tools and Materials the list of all sites and locations with their respective quantities will be displayed Select the From Site Location from which to move the items use the filter function above the selection table to filter long lists to a particular site and enter the Quantity to be moved Select the To Sit
29. 1 Barbera John Celtic Sheet Meta Address Certificates N A CELSHEOO 002 Balestrieri Joseph Celtic Sheet Meta El Celtic Sheet Metal Inc Gender CELSHEOO 003 Lovett William Celtic Sheet Meta Male CELSHE00 004 Krynicki Michael Celtic Sheet Meta Email work C Female CELSHEO0 005 Hargaden Thomas Celtic Sheet Meta Email home CELSHEQ00 006 Remppel Brian Celtic Sheet Meta 845 267 3400 CELSHEOO 007 Gomez Blay Phone CELSHEOO 008 Cortes Lou Celtic Sheet Meta RETOS CELSHEDO 009 Johnson Sam Celtic Sheet Meta CELSHE00 010 Potter Gary Celtic Sheet Meta CELSHE00 011 Jones Stanley Celtic Sheet Meta Contact Count 12 I Show Inactive e Enter the contractor employee information and select Save to save the record or Cancel to exit without saving 12 Business Unit Management Optional Create edit or delete business units by selecting the List Management button on the Asset Management toolbar and select the Business Units tab EN List Maintenance ManagementUnit File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin Business Units a Print Y Save SP Save Add New E Cancel Delete Description FL Active Iv You can only Delete a record that has not been used before If you are not sure you can attempt to delete and if it is in use the system will check for you If you wish to deactivate a record you can set the
30. 11715 101 Check Out E 081715 101 Check Out 0847 5 353 Check In 08815 101 Check In 081815 101 Transfer i 08 18 15 102 Transfer 08118115 101 Check Out 0818115 102 Transfer 0818 5 101 Check In E 08 2115 68532 New Tool UI 08 2315 324 New Tool UI Drill 1 2 inch DWDUOO1 08 2115 98 Retire 08 21 15 98 Retire 08 21 15 98 Un Retire NorthwestWarehouse Aisle 1 08 21 15 98 Retire Drill 3 4 inch Rig987 08 21 15 98323 New Tool UI NorthwestWarehouse Aisle 2 Drill 3 4 inch CR 9845 E 0817M5 12 Check Out Deutsch Arny 1 Warehouse 51 Bin 23 Tacoma Library None Current Page No 1 Total Page No 6 Zoom Factor 100 Warehouse 51 Bin 22 Tacoma Library None Warehouse 51 Bin 22 Tacoma Library None Deutsch Amy 1 Warehouse 51 Bin 23 Tacoma Library None Tacoma Library None Station Warehouse None Lewis Alton 1 Station Warehouse None Warehouse 50 Aisle 13 Bind Naso Anthony 1 Warehouse 50 Aisle 13 Bind Tacoma Library None Warehouse 50 Aisle 11 Bin 2 Warehouse 51 None Tacoma Library None HQ Office Computer Room HQ Office Computer Room Station Warehouse None Tacoma Library None Warehouse 51 Bin 21 Lewis Alton 1 Station Warehouse None Tacoma Library None Tacoma Library None lS interchange None Lewis Alton 1 Tacoma Library None Warehouse 51 Bin 21 l5interchange None I5interchange None Xx gt xx n d Sd E od Ce Tool Inventory Reports Tool Inventory reports show th
31. Craftsman Dell Inc T Show Inactive e Select the New button to create a new manufacturer A blank view screen will display in the right panel e Enter the Description name The Active box will be checked by default e Select the Cancel button to exit the record without saving the manufacturer record 20 Select the Save button to save the manufacturer record or Save Add New to save the manufacturer record and create another new record Edit Manufacturer Record Use the Search function to search for manufacturers by Name Click to check the Show Inactive box to show inactive manufacturers in the display list and the search Select the Name in the list and the record will display in the right panel Select and change the Description field to make changes to the record Select the Cancel button to exit the record without saving the changes Select the Delete button to delete the item record If the Location has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Click to uncheck the Active box to set the record to inactive Select the Save button to save the changes Select the Save Add New button to save the manufacturer record and create another new record Vendors Management Create edit or delete vendors by selecting the List Management button on the Asset Management toolbar and select the Vendors tab 21
32. Description Model Oty Current Site pa Manufacturer Serial Number al Drills Hand 48554 Drill 122 Inch Set DWD Great job site None Dewalt Drils Hand 8789 Dril 1 2 Inch Set_ DWD777 aco OT Comer M5 OMESISA 1 Warchause 50 None Clan Filters Enable _0ex as Herd so Dril 1 2inch_ DWDUODT 3 Warehouse 50 None Craftsman Category zi Description E Manufacturer Assignment Business Unit filter Departments only y Departments Conditions TT SE z Item Count 4 Total Quantity 6 e Inthe view screen double click on the retired tool record or select the record and click on the Edit Selected button 47 Em Retired Asset Yiew File Help O La La E a a Home Materials Model Catalog Transactions Reports List Management Cycle Count Admin sac Search ap New Record Tool or Item Tool Cost Purchase Warranty Service Maint ode Tool Unique ID T Maintain Last Serial Number Drills Hand Category Filters Manufacturer Dewalt Category Description z Manufacturer Model JDWD Drill 1 2 Inch Set Description Drill 1 2 Inch Set Current Information View Only Site main stocking place Location Assignment gt Ownership Business Unit filter Departments only Departments Conditions Condition Broken Do Not Use y Department Tool Notes Review the record it cannot be edited e Select the Cancel
33. From 8 22 2015 y To 8 23 2015 V All MV Receipts M Check In IV Adjustments M Check Out M New Tool UIDs Apply M Transfer M Retire Unretire Search and Filters 4 View Selected C Search Filter C Both y Clear amp Esport Data Clear Sier y Tool or ltem A Assignment anderson Paul y Model al Business Unit y SerialNumber al Departments Description Assignment wi Department Date Time User Condition From Site ltem 822222015 11 35 PM Mike Kappa Check In le 1 CR 9845 Drill 3 4 inch Anderson Paul NJ Human Resources 8 22 2015 10 23 PM Check Out 13 1 CR 3845 Drill 3 4 inch Anderson Paul 8 22 2015 10 23 PM Check Out 3339 BD SHOV234 Shovel 6 5ft Anderson Paul 8 22 2015 10 23 PM Check Out 98339 2 DWD 8322 Drill Bit Set of 8 Anderson Paul Good Seattle Gamewor Good Warehouse 50 a Warehouse 50 Station Warehou Search and Filter Function Search and Filter can work together e Select Search and Filters by clicking the Both radio button on the upper panel Select the search and filter criteria and click Apply EN Asset History View File Help gt SS a G Home Tools Materials Ei actions Reports List Management Cycle Count Admin Check Out Check In Transfer History History From 8 22 2015 To 8 23 2015 y MV All V Receipts M C
34. Power rack Asset Tool Management User s Guide for Desktop Application Compsee a Bus s Unit of Control Solutio Copyr ght 2015 Contents System Descrip a doo 3 OVNI Westin 3 Tracking Type Classical Mpanet tien 3 SIS ClASSING ANON rar E 4 users VS EIMPIOV CCS sanami ites eae aa O a 4 Getting Started ui dais 5 SlOBalrO DUON soaa oia 5 StMana deme ts css aaa 6 AQMIMS TAUON std ela a Error Bookmark not defined APPICCIU CONNU ANON kesen a a a 28 Using PowerTrack Asset Tool Management ocooocccnoccccccccoccnccocococonnconnnoncnnnonos 32 OG I e o A a eet ee sancensano en 32 Model Catalog urnisspr a a e ee ee ee ee 33 ASSCU FOOMLOOKUD c EIA o o a DS 37 Retire and Un Retire ASSCUT st ard uncon entecedoee tian eatwagoraue icant oma aed 46 Material Lookup ENITINQ oocoooccconcoocconcconncocnonononanonononnnnonnnonnonnnononnnnnnnnnnnnnnonnonanenanenenss 49 TiansacilonStisitsiaies ad ta 94 A A A o o te aetna rsaaes coe sante as ioasace sect iceeaes 54 Check sr see eats cg N oe sels eve Sg NANN 56 o aon manst apscacd dines dea te nsacsnet a a ean 58 Material Returns from Non Stocking Sites coocccocccccccccncccnconncocnconnoncnonconnnnnnronnnnnnnnnanonos 60 A E EE en tn eat a te neees Saleh a seeatee te ace taaaneee atenoes 61 CY CIE C OUN POPE A uo es sn weedeat ae eeectees ae 66 RODOS ios ae eee es es eeepc T eee sence ease 66 PRD OU czcecediesatiste es loess alerts ile Sandee t ie Besa te a Dea
35. Quantity 1 Unique Item Condition Return Date Reference No Type a E Oty Description Model No Condition Reference No From Site From Location Uid 13 1 DrilL3 4inch CR 9845 Good Warehouse50 Aisle 13 Bin 5 500 Seattle Gamewo None Mendy 3559 a Shovel 65t _ eosHovam __ ______ Wahouse50 None SOD SealeGanowe None Material 2 Drill Bit Set of 8 DWD 8322 Station Warehouse None 500 Seattle Gamewo None e Select the Clear Form to clear the displayed check out item on the upper panel e Selecta line item on the lower panel and then click on the Remove Row button to remove any item from the batch e When all items have been added select the Submit Batch button to submit the check out transactions At the prompt select the OK button Check In Check Ins will remove the assignment for Unique ID items as well as transfer them back to their normal or home sites locations Create Check In transactions by selecting the Transactions button on the Asset Management toolbar and select the Check In tab 56 EN Transaction Yiew File Help O r r ofl Home Tools Materials Model Catalog Transactions Reports List Management Cycle Count Admin Check Out E i sck In Transfer History Check In VF Maintain Last Values Tool or Item 3339 al de Site y Description Shovel 6 5 ft i 6 5 ft Loc E Narrows Bridge Seattle Gameworks None Quantity Available 5 Station Warehouse None Warehouse 50
36. This is an embedded string search Press Enter or the search icon to initiate the search e Type into the Search Model box to match on both the Model and description fields in the model grid e Type into the Search Item box to match on the Item in the model grid e Use the Clear button below the search boxes to clear the search criteria and display all the model records in the grid this will also remove the first 50 filtering e Another way to display all model records remove the first 50 filtering is to type the character in the Search Model box and press Enter or the search icon Model Filter Functions e Select a category from the list of Categories on the left All records for that category will display in the view screen e Select a manufacturer from the list of Manufacturers on the left All records for that manufacturer will display in the view screen e Select a category and manufacturer and all records that meet both criteria will be displayed in the view screen e Click a second time on an active filter to clear it or use the Clear button above the filter area to clear all Filter criteria and display all model records Edit Model e To edit a model double click on a record in the model grid or single click to select a record and press the Edit button e Make any edits to the appropriate fields e Select the Cancel button to exit the record without saving the edits e Select the Save Model button to save
37. and enter the Contractor ID and the information related to their first employee in the right hand window e Select Save to save the contractor employee or Save Add New to save and enter a New Contractor company 11 Adding More Employees to the Contractor Company e The system will create contractor numbers for the second and all subsequent employees for a contractor company by adding a suffix to the contractor ID established for the first contractor employee In the example shown CELSHEOO was the ID created by the user for the contractor and first employee The system will create a contractor number for each subsequent employee for that contractor as CELSHE00 001 CELSHE0OO 002 and so on e To add another employee to an existing contractor select one of the records for the contractor and click the Edit button e Select the New Contractor Employee button e Once selected the Contractor ID number will change to the next sequential number for that contractor as shown in the example below EN List Maintenance Contractors File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin ome eelshe i Clear Contractors ar New Y Save oP Save Add New E Cancel Delete Contr ID JCELSHEO0 012 M Active Badge Prox ID Contractors First Middle Last Number Name Company New Contractor Employee Load Photo CELSHEDO Jeremiah Marisa Celtic Sheet Meta Contact ifi CELSHEO0 00
38. arch and select a customer specific Image Path and File e Check the box if Bartender is installed on this computer Bartender Integration Label Printing software e lf Bartender is installed use the browse feature to select Barcode Path and File e lf Bartender is installed use the browse feature to select the Barcode Printer e Select the Next button to move to the Database tab 29 Database Configuration Application Configuration x User Profile Database Services SqlServer Machine Name 172 16 2 59 SqlServer Database Name JAssetTracker_v2 SqlServer UserlD 5 SqlServer Password er Use Trusted Connection Tue False Clear Database Test Saved Load Software Update Current D z Connection Version Software one ave e Enter the SqlServer Machine Name e Enter the SqlServer Database Name e Enter the SqlServer UserID e Enter the SqlServer Password e Select the Use Trusted Connection True or False e Select the Test Saved Connection button to test the connection If no errors display the connection is successful connection Completed If there were no errors the connection is successful e Select the Done button to save the configuration 30 Change User Password Click the File button and select Change Password Change User Password User Name Cheryl Existing Password Validate your existing password before proceeding with change e Validate the existing password
39. button to exit the record e Select the Un Retire button to un retire the tool e Enter the Site and Location for the returning tool aH Asset Details Un Retiring an Asset will bring the Asset back with full history Current Information ap Saye amp Add New None Un Retire Export Data Manufacturer s Model Description Variable Speed Drill 1 2 inch 2000 RPM M a ahnuse AN Home Site Warehouse 50 Home Location Ne y Business Unit Ha gt Assignment Bid Job Costs Return F Y Pl ES Site Location 5 Cancel e Select the Un Retire button to un retire the tool or the Cancel button to cancel 48 Material Lookup Create or edit a material record by selecting the Materials button on the Asset Management toolbar EN Asset Lookup View File Help ON 2 Search Clear Item al Model gt Filters Enable Clear Category Description Manufacturer lt F E a Home Tools Model Catalog Transactions Reports List Management Cycle Count Admin dh New Record ES Edit Selected Save amp Add New Retie Export Data Cancel Current Location Nuts 067 101 1 Nut 1 4 Torque 1767 Marehouse 51 B23 Craftsman 067 101 1 ia 1 4 Torque 11767 Station Warehouse None Craftsman 067 101 1 Nut 1 4 Torque Eem A main stocking Craftsman Washers 3432 Washer 1 2 inch Kus 342 oe Northwest Wareh Kushlan Mac
40. cription Cement Mixer 50 Gal Home Site Warehouse 50 Sa Current Information Home Location None ites a Site Warehouse 50 Current Details n Business Unit Location None Department Assignment Busin o Return Date Depa Next Scheduled Maintenance 8 21 2015 5 13 59 PM ar e Select the Return button to exit the Retire Asset screen and return to the Tool Lookup View without retiring the record e Select the Retire button to retire the asset e A window will be displayed to enter the reason for retiring the asset Retiring an Asset will take the product away from any future use all history will be maintained and you will be able to un retire if you choose to at a later date Reason for Retiring this Asset f e Retire y Cancel 46 e Enter the reason from the selection list and click on the Retire button e Select the Cancel button to exit Asset Details without retiring the asset e Select the Retire button to retire the asset Retired Tools Lookup To review retired tools or to un retire tools select the Retired Tools tab on the Tool Lookup screen HM Retired Asset View File Help od ee Home Jools Materials Model Catalog Transactions Reports List Management Cycle Count Admin Tools Retired Tools Search _ Clear de New Record C Edit Selected dh Save amp Add New Retire Item 4 Export Data 5 Cancel Tool or ltem re Model Category Tool or Item
41. d db Save amp Add New gt Retire Y Export Data Ey Cancel Tool or Item Current e Drills Hand 101 Drill 1 2 Inch Set DWD Warehouse 51 Dewalt Daima e a O che Ne Denat Drills Hand 102 Drill 1 2 Inch Set D WD777 Warehouse 51 B21 Dewalt Filters Apply _ Clear Drills Hand 12 Drill 3 4 inch CR 9845 1 Warehouse 51 B22 Craftsman Shovel 123456 Microsoft Shovel 0923475025 13 TEST Site None Microsoft Model Category Tool or Item Description Model Oty Current Site Manufacturer Serial Number Category rf Shovel 123456 Microsoft Shovel 0923475025 24 Warehouse 51 None Microsoft 123456 i 0923475025 7 i i Shovel Microsoft Shovel Narrows Bridge None Microsoft Description Shovel 123456 Microsoft Shovel 0923475025 12 15 interchange None Microsoft PO Shovel 123456 Microsoft Shovel 0923475025 4 Station Warehouse None Microsoft Shovel 123456 Microsoft Shovel 0923475025 Warehouse 51 B21 Microsoft Shovel 123456 Microsoft Shovel 0923475025 Warehouse 50 410 Microsoft Shovel 123456 Microsoft Shovel 0923475025 Warehouse 50 A11 B2 Microsoft Shovel 123456 Microsoft Shovel 0923475025 Dallas Tool Room None Microsoft Shovel 123456 Microsoft Shovel 0923475025 Tacoma Fun Park None Microsoft Shovel 123456 Microsoft Shovel 0923475025 Northwest Wareh None Microsoft Manufacturer Assignment Air Card 12355 Samsung 4G LT SCH LC12 Ware
42. display in the right hand view screen Search e Use the Search function to search for employees by Last Name or Employee ID Partial data is acceptable type the first few characters and press Enter or the search icon button Use the Clear button to clear the search criteria and display all the records Note the search function will also match on badge ID if the full badge ID is entered e Click to check the Show Inactive box to show inactive employees in the list display and to search inactive employees Edit e Select an employee in the list and click the Edit button to make changes to the record e Select the Contact Address Certificates or Unions tab to make changes to the appropriate fields e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the item record Select the OK button If the employee has already been used including in transactions it is better to make the employee Inactive so as not to cause blank assignment information in history records Click to uncheck the Active box to set the record to inactive e Select the Save or Save Add New button to save the changes e Select the Save Add New button to save and add additional employees 10 Contractor Management Optional The Contractor CNTR management is similar to the Employees management with a few exceptions The Contractor list shows the Identification Number and Name for the Contractor Employe
43. e 1 6 Warehouse 50 None 20 ularaboisa Al Rin 21 2 e Use the Site Filter function to select the non stocking site from which the materials are being returned EN Transaction Yiew File Help SAA E Home Tools Materials Model Catalog Reports List Management Cycle Count Admin Transfer JT Maintain Last Values From To Tool or Item 3432 itl Site 500 Seattle Gameworks Clear Site n Northwest Warehouse y Description Washer 1 2 inch L None None z oc Quantity 4 Available O e Enter the quantity to be returned and the To Site and Location e Complete and submit the Transfer 60 e NOTE on Average Costing Transferring or Checking In material from a non stocking site will cause the material to be added into inventory at the To Site s current average cost for that material If the material does not exist at that site the returned material is added to inventory at 0 cost The average cost can be changed via adjustment History Review History transactions by selecting the Transactions button on the Asset Management toolbar and select the History tab HB Asset History View File Help s Reports List Management Cycle Count Admin Z View Selected History From 8 23 2015 y To 8 23 2015 M All V Receipts M Check In M Adjustments M Check Out M New Tool UIDs Apply M Transfer MV Retire Unretire Search and Filters Search Filter C Both Apply Clear
44. e Count m a Role Assignment Role Assigned Functions PM List Management Locations View Model Lookup View P Add Sites View Transactions Transfer Available Functions Remove Business Unit View Categories Categories View Conditions Conditions View Contractors Contractors View CostCodes CostCodes View Cycle Count Cycle Count View Delete Departments Departments View Employees Employees View x 26 Users e Select the Users Tab e Select the New button to create a new user with permissions A blank view screen will display in the right panel E Administration Yiew File Help LE o F La E T Home Tools Materials Model Catalog Transactions Reports List Management Cycle Count Search il Clear Users oP New Y Save E Cancel Print Login Name Select Employee Agnello Frank y Admin Default Default 1 kai aka tt t i i s S S mike Kapna Mike Assign Password erik Kennedy William Re enter Password smodugno Modugno Stefano Assign Role O Conner Sean gpotter Potter Gary Site Permissions Scanner scanner scanner scanner User has permissions to ALL sites security Schiraldo Gavin 1 User has permissions to these selected sites User User User User Je HE MV User is Active Count 10 M Show Inactive e Using the drop down list Select Employee from the Employees List Management database e Type the
45. e Help Hs E a Home Tools Materials Model Catalog ransacti ons Reports List Management Cycle Count Admin Transfer J Maintain Last Values From Tool or Item 4333 ea Site 501 Northwest Warehouse y Description Monitor 19 Inch e None None y Warehouse 50 Aisle 13 Bin 5 Warehouse 51 None Quantity 2 Available 4 Condition Return Date Reference No Type Mise t Oty Description Model No Condition Reference No From Site From Location To Site Drill 3 4 inch CR 9845 Good 15 interchange None 501 Northwest Ware None e Scan or type in the Tool or Item and press Enter e The Description will be displayed e For Unique ID tools the From Site and Location Condition and Quantity of 1 will also be displayed e For ltem Quantity tools and Materials the list of all sites and locations with their respective quantities will be displayed Select the From Site Location from which to move the items use the filter function above the selection table to filter long lists to a particular site and enter the Quantity to be moved e Select the To Site and Location from the selection lists e If Unique ID tool optionally change the Condition or add a Return Date e The Return Date will default to the current date Use the drop down calendar to select a return date e Optionally type reference information such as requisition number in the Reference field e The reference information is stored in the history database
46. e and Location from the selection lists At the Scan field scan or type in the employee or contractor number and press Enter The ID number will display in the Scan field and the name will display in the Assignment field directly below Alternatively use the drop down list to select the Assignment from the Employees List Management database The Employee ID will display in the Scan field If Unique ID tool optionally change the Condition or add a Return Date e The Return Date will default to the current date Use the drop down calendar to select a return date Type additional reference information such as requisition number in the Reference field e The reference information is stored in the history database but is not shown on the History grid or standard reports The data is available for use with custom reports Click to check the Maintain Last Values box when entering multiple check out items Select the Add Row button to add the check out item to the batch The record will display in the lower window where all the scanned records may be viewed prior to submittal Continue to add additional items to the Check Out batch 55 HS Transaction Yiew Fie Help E D i oo Home Tools Materials Model Catalog Transactions Reports List Management Cycle Count Admin Sut Check In Transfer History Check Out I Maintain Last Values From Tool arltem 567 al Description Saw Circular 8 1 4 warehouse 50 Aisle 11 Bin 2
47. e as well as the Contractor company The Business Unit and Department selections are replaced with Contact which is to designate the company employee who is the best contact for this contractor a List Maintenance Contractors File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin oe eelshe i dear Contractors ap New Y Save SP Save Add New wy Cancel Delete Contr ID MESA M Active Badge Prox ID Contractors First Marisa Middle Last Jeremiah i AA Number Name Company New Contractor Employee Load Photo CELSHEQOO Jeremiah Marisa Celtic Sheet Meta Contact ifi CELSHEO0 001 Barbera John Celtic Sheet Meta Address Certificates N A CELSHEOO 002 a aia zu Sheet Meta areas Celtic Sheet Metal Inc Gender CELSHEO0 003 Lovett William Celtic Sheet Meta Male CELSHEO0 004 Krynicki Michael Celtic Sheet Meta Email work hess CELSHEO00 005 Hargaden Thomas Celtic Sheet Meta Email home CELSHEDO 006 Remppel Brian Celtic Sheet Meta 1845 267 3400 CELSHEOO 007 Gomez Blay Celtic Sheet Meta Phone CELSHEDO 008 Cortes Lou Celtic Sheet Meta A CELSHE00 009 Johnson Sam Celtic Sheet Meta CELSHE00 010 Potter Gary Celtic Sheet Meta CELSHE00 011 Jones Stanley Celtic Sheet Meta Contact Count 12 Show Inactive New Contractor Company e To set up the first employee for a new contractor company click the New button
48. e current tool inventories These reports include Inventory at the Unique ID level e Tools By Department e Tools By Assignment 67 e Tools By Site Inventory at the Model level e Tool Utilization Summary e Tool Summary By Site Example Report Tool Summary by Site Tool Summary by Site e Category Description Model Manufacturer Site ID 1 TEST Site Air Card Air Card Item Qty 044545469 Belkin Keyboard Keyboard 3335000 Craftsman Printer Cards a great card CBN 0000 Zebra Shovel Microsoft Shovel 2 0 0923475025 Microsoft Site ID 45 A main stocking place Drills Hand Drill 1 2 Inch Set DWD777 Dewalt Mouse 3 button mouse 31095 Apple Phone Phone Conference EMC 34 EMC Site ID 46 Great job site Air Card Air Card Item Qty D44545409 Belkin Drills Hand Drill 1 2 Inch Set DWD777 Dewalt Drills Hand Drill 3 4 inch CR 9845 Craftsman Keyboard Keyboard 3335868 Craftsman Site ID 47S A secondary stocking place Digital Camera Laptop Extended Digital Camera LifeCam Apple Drills Hand Drill 142 inch DWWD2006 Dewalt Keyboard Keyboard 32 key AP 3432 Apple Site ID W51 Warehouse 51 Air Card Air Card 4G Verizon 89798799 Belkin Air Card Air Card Item Qty D44545489 Belkin Drills Hand Drill 1 2 inch D 1000 Craftsman Drills Hand Drill 1 2 Inch Set DWD 777 Dewalt Drills Hand Drill 3 4 inch CR 9645 Craftsman i Keyboard Keyboard 3335868 Craftsman Keyboard
49. el Description will automatically display e Select the Site and Location for the new record If you select a Site and location that already has a quantity for that item you will add quantity to the existing record and not create a new record in the Tool Grid e Select the Quantity to receive and the Unit Cost for this receipt Select Cost Purchase Tab e Select the Preferred Vendor from the drop down vendor list Select Min Max Tab e Enter the High Target and Low Amount for in the Min Max Quantities for this Site 40 e Select the Cancel button to exit the record without saving e Select the Save button to save the record e Select the Save Add New button to save the record and create another new record NOTE The new record for an Item Quantity Tool with its received quantity will display in History as a Receipt New Item Quantity Record Short Cut Another method to add a new item Quantity record is to select the item in the Tool Grid and the Edit Selected button Select a different Site and or Location where there is no existing quantity Enter the New Quantity and Unit Cost Edit Tool Record The default state of the grid displays the first 50 records from the database Use the search and filter functions to find the tool record to edit EN Asset Lookup iew File Help O la la E B E Materials Model Catalog Transactions Reports List Management Cycle Count Admin Search dh New Record ES Edit Selecte
50. equired with Business Unit Management Create edit or delete departments by selecting the List Management button on the Asset Management toolbar and select the Departments tab EN List Maintenance Departments File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin pees Search i Clear Departments Prnt de New Y Save W Save Add New E Cancel g e Business Unit Filter NJ v Departments a Number 555 atata Bid Job Costs 2c Bid Job Costs Business Development Department CCIP Active M Community Affairs Business Unit NJ y Company Level Cost Department Manager y Engineering Estimating Finance amp Accounting Human Resources Information Technology Insurance Recoverables Interiors Special Projects Management Office Services Praiert Marat amp Simerintendenre Count 19 l Show Inactive New Department Record e Use the drop down list to select the Business Unit from the Business Units List Management database e Select the New button to create a new department A blank view screen will display e Enter the Department Number and Department name e The Active box will be checked by default 14 Use the drop down list to select the Department Manager from the Employees List Management database Select the Cancel button to exit the department record without saving the
51. h CR 9845 Building 49 Facility B21 Craftsman Drills Hand Drills Hand Drills Hand 17 fs 19 20 21 22 Drill 344 inch Drill 3 4 inch CR 9845 CR 9845 I5 interchange Warehouse 50 None A13 B5 1 Drill 3 4 inch CR 9845 1 I5 interchange None Craftsman Craftsman Craftsman Drills Hand Drills Hand 229 25 Drill 122 Inch Set Drill 142 inch DWD BD3223244 1 1 1 7 Warehouse 50 15 interchange A11 B2 None Dewalt Black amp Decke Drills Hand 26 Drill 142 inch D 1000 E Warehouse 51 B23 Craftsman Drills Hand Drills Hand Drill 1 2 inch Drill 172 inch D wD2006 D wD2008 10 10 Warehouse 50 A secondary stoc None a10 Dewalt Dewalt Drills Hand Drills Hand 345 348 Drill 142 Inch Set Drill 1 2 inch DWD DWwDUOO1 E Narrows Bridge Warehouse 50 None None Dewalt Craftsman Drills Hand 349 Drill 1 2 Inch Set DWD777 1 Warehouse 50 A1182 Dewalt 4 42 Item Count 36 28 Total Quantity 54 e To filter by Description use the drop down list to select a description e To filter by Manufacturer use the drop down list to select a manufacturer e To filter by Sites use the drop down list to select a site e To filter by Assignment use the drop down list to select an assignment will find UID Tools only
52. he filter and display the filtered records BJ Asset Lookup Yiew File Help O iS ul ul Materials Model Catalog Transactions Reports List Management Cycle Count Admin Search ab Save amp Add New dh New Record ES Edit Selected Category Export Data Cancel Current on Tool or Item Model Tool or Item Description Model Oty Current Site Manufacturer Serial Number Filters Category Clear Drils Hand v Description Manufacturer Assignment Business Unit filter Departments only z z Conditions Drills Hand 101 Drill 122 Inch Set DWD warehouse 51 Dewalt Danma poa Dize 00777 1 Memenang one Dena Drills Hand 102 Drill 142 Inch Set DWD77 1 Warehouse 51 B21 Dewalt Drills Hand Drills Hand Drills Hand 12 13 Drill 344 inch Drill 3 4 inch 114 Drill 3 4 inch CR 9845 CR 9845 CR 9845 1 1 1 Warehouse 51 Warehouse 50 HQ Office B22 A13 B5 923 Craftsman Craftsman Craftsman Drills Hand Drills Hand 15 16 Drill 3 4 inch CR 9845 Drill 3 4 inch CR 9845 15 interchange None Craftsman Drills Hand Drill 344 inch CR 9845 15 interchange None 1 1 Warehouse 51 B23 Craftsman Craftsman Drills Hand Drills Hand Dril 3 4 inch CR 9845 0 15 interchange N one Craftsman Drill 344 inc
53. heck In I Adjustments M Check Out M New Tool UIDs Apply M Transfer M Retire Unretire Search and Filters Y View Selected C Seach O Fits Bah o secas cea ies Warehouse 50 fag al Assignment y Model Business Unit y y Serial Number A Departments z pl Description Assignment Business Deparment Condition FromSite F BD SHO 234 Shovel 6 5 ft Anderson Paul Warehouse 50 No Tool or User Activity Item 8 22 2015 10 23 PM Mike Kappa Check Out Quantity 64 Export History Grid e By pressing the Export button the contents of the displayed grid can be exported to a PDF report an Excel or csv file e Select the directory to store the file the file name and type of file then click Save e An Export Complete message will be displayed press OK 65 Cycle Count The Cycle Count functionality requires PowerTrack mobile software for connection to mobile devices Please refer to the Using PowerTrack Mobile Devices with Asset Management addendum to this document for a full explanation of Cycle Count Reports View and print reports by selecting the Reports button on the Asset Management toolbar EN Reporting File Help oa F Las E O Home Tools Materials Model Catalog Transactions List Management Cycle Count Admin Select an item from the list below Report Description Activity By Category Select a report from
54. hine Screws 43433 Screw 3 4 1S 343 le Dallas Tool Room Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 25 A main stocking Tacoma Screv Machine Screws 43433 Screw 3 4 Warehouse 50 Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 20 Warehouse 51 Tacoma Scre Machine Screws 43433 Screw 3 4 Warehouse 51 Tacoma Screw Machine Screws 43433 Screw 3 4 TS 343 27 Warehouse 50 Tacoma Screw Washers 453333 Washer 1 2 Warehouse 50 Black amp Decke Washers 453333 Washer 1 2 C 43555 54 Warehouse 51 Black amp Decke Washers 6565 Washer 1 2 inch Dallas Tool Room None Netgear Washes 6565 Wester 1 2nch NG WAKM 10 Warehouse SO A165 Netgear Washes 6565 Wash 12h NGIWAKM 20 Warehowe 50 AO Netges Bots Jeens faot 12moh 5123456 ia Warehouses an Tacoma Sen 4 Ea Item Count 40 Total Quantity 1040 Manufacturer Category ltem Description Model k Oty Current Site Create New Material Record NOTE A new material record cannot be added to the database until its manufacturer s Model ID has been set up in the Model Catalog e Select the New Record button to display the blank entry screen to create a new material record 49 EN Asset Lookup iew File Help O HS Ly ya E F Home Tools Model Catalog Transactions Reports List Management Cycle Count Admin Y Save dh Save amp Add New P jetire Y Export Data Cancel Material Cost Purchase Min Max
55. hnalicandni gmail com 566 656 6656 Work 987 689 9767 Home Address NM Business Unit HO Department Office Services Notes Emp ID 100108 Prox ID Female Minority No Veteran No A blank view screen will display EN List Maintenance Employees File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin Seach leer Employees de New Y Save Save addNew Cancel ag Dee EmpID 200323 V Active Badge Prox ID 25432 Employees First John Middle jc Last Calhoun Number Name Load Photo 101043 Anderson Paul Ea ontact 4 tificat Uni 100641 Anolk Eric 1 ddress Certificates nions 100490 Aronne Armand 1 Gender 101055 Banzhaf Peter C Male 100546 Barbarita S arubbi Grace 1 Email work Camada 100106 Barbera Robert Email home Barclay Brian 1 Minority 100568 Barger Brian 1 Seeds C Yes Barrett Kevin C No Bautista Leonel Weteran O Yes C No Business Unit Bergman Valerie Bharadwaj Sanjay Department Bisceglia Michael Boniello Jared 1 Bossa Christopher 1 Site Brarken Thomas Count 50 Show Inactive e Enter the Emp ID number e The Active box will be checked by default e Entera Badge or Proximity ID if using badges e Enter the First Middle and Last name of the employee e Select the Load Photo button to search for and se
56. house 50 A13 B5 Samsung Z Keyboard 1243 Keyboard 32 key AP 3432 A secondary stoc None Apple Business Unit filter Departments only Warehouse 51 None Apple P Keyboard 1243 Keyboard 32 key AP 3432 Warehouse 50 None Apple Keyboard 1243 Keyboard 32 key AP 3432 15 interchange None Apple La Keyboard 1243 Keyboard 32 key AP 3432 A secondary stoc 21 Apple 3 Keyboard 1243 Keyboard 32 key AP 3432 Station Warehouse None Apple Conditions 4 gt z Item Count 50 Total Quantity 1015 4 Search Function e On the left side of the screen use the Search function for Tool or Item Model or Serial Number to show a specific Tool or group of tools The Tool or Item search will match on the Tool or Item field the Model search will match on the Model and Description fields and the Serial Number search will match on the Serial number field This is an embedded string search Press Enter or the search button beside the search choice to initiate the search Use the global search function or click on one of the three search buttons without making a selection to show all tools in the grid e Use the Clear button to clear the search criteria Filter Function To use the Filter function select the Enable button on the left side of the screen to activate the filter function e To filter by Category use the drop down list to select a category Select the Apply button to apply t
57. ill be empty and you will need to adjust the list item before a save will be permitted Show Inactive e Select the New button to create a new condition A blank view screen will display in the right panel e Enter the Description name The Active box will be checked by default e Select the Cancel button to exit the record without saving the changes e Select the Save button to save the condition record or Save Add New to save the condition record and create another record Edit Condition Record e Use the Search function to search existing conditions by condition Name 25 e Click to check the Show Inactive box to show inactive conditions in the list view and search e Select the Name on the left and the record will display in the View Screen e Select and change the Description field to make changes to the record e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the item record If the Condition is being used including in asset assignments it is better to make it Inactive so as not to cause blank information in asset records Click to uncheck the Active box to set the record to inactive Select the Save button or Save Add New to save the changes Acquisition Method Management Create edit or delete an acquisition method by selecting the List Management button on the Asset Management toolbar and select the Acquisition Method tab a List Maintenance
58. in Tala ji Search hl Clear Locations E Print Y Save SP Save Add New EY Cancel DS Locations For Site W 50 Warehouse 50 PR Location Description Warehouse 50 410 Aisle 10 411 B2 Aisle 11 Bin 2 A13 B5 Aisle 13 Bin 5 Jat 5 B1 Bar Code Jan 5 B1 Location Description Aisle 15 Bin 1 Count 3 I Show Inactive e Select the Edit button to make changes to the location record The editable record will be displayed in the right panel e Select and change the Location Bar Code or Description fields to make changes to the record e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the item record If the Location has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Click to uncheck the Active box to set the record to inactive e Select the Save button or Save Add New to save the changes 18 Categories Management Create edit or delete categories by selecting the List Management button on the Asset Management toolbar and select the Categories tab e Toggle the radio button between Asset Tool and Material to view the respective Categories List EN List Maintenance Categories File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin Categories Print Y Save SP Save Add New Ey Cancel Y Delete Tool
59. ite rT lt r Count 19 T Show Inactive Employee Contact Edit Site Record e Use the Search function to search for existing sites by Site Description e Click to check the Show Inactive box to show inactive sites in the sites list and search e Sites are sorted by Site Description Select the Site Description on the left and the record will display in the right hand View Screen e Select the Edit button to make changes to the site record e Select the Cancel button to exit the record without saving the changes e Select the Delete button to delete the item record If the Site has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Click to uncheck the Active box to set the record to inactive e Select the Save button to save the changes or Save Add New to save the site record and create another new record 16 Add Location Records Select the List Management button on the Asset Management toolbar and select the Sites Locations Sites Locs tab NOTE Locations are locations within a site For example a warehouse could be the site and Bin A15 could be a location within this site Sites classified as Jobs do not have locations e Select the Site Description on the left panel and the record summary will display in the View Screen e Select the View Edit Locations button to display all locations note that this button i
60. ld directly below Alternatively use the drop down list to select the Assignment from the Employees List Management database The Employee ID will display in the Scan field e If Unique ID tool optionally change the Condition e Type additional reference information such as requisition number in the Reference field e The reference information is stored in the history database but is not shown on the History grid or standard reports The data is available for use with custom reports e Click to check the Maintain Last Values box when entering multiple check in items e Select the Add Row button to add the check in item to the batch The record will display in the lower window where all the scanned records may be viewed prior to submittal e Continue to add additional items to the Check In batch e Select the Clear Form button to clear the displayed check in item on the upper panel e Select any line item on the lower panel and then select the Remove Row button to remove any item from the batch e When all items have been added select the Submit Batch button to submit the check in transactions At the prompt select the OK button Transfer Transfers are moves of a tool from one site location to another site location where no assignment to an employee or contractor is being made Transfer items by selecting the Transactions button on the Asset Management toolbar and select the Transfer tab 58 Cz a HS Transaction View Fil
61. lect a photo of the employee Contact Information optional information for your reference only not used by the system e Enter the Work and Home Email address of the employee e Enter the Phone number of the employee Use the drop down menu to select the type of phone connection Enter any additional Phone numbers and select the type of phone connection e Use the drop down lists to select the employee s Business Unit and Department e Use the drop down list to select the Site location if it is beneficial to identify the employee with a primary site e Select the appropriate radio button for the Gender Minority and Veteran selection e The last two fields are customer definable and will only appear if the global option is set for this feature Address Information optional information for your reference only not used by the system File Select the Address tab to display a blank view screen Type the Address and City of the employee Use the drop down list to select the State of the employee Type the Zip Code of the employee Type any additional Notes regarding the address of the employee Select the Cancel button to exit the record without saving the employee information or the Save button to Save the Employee Select the Save Add New button to save and add additional employees a List Maintenance Employees Help Home Tool Lookup gt a Fr Model Catalog Transactions Reports Cycle Count
62. list to select the Primary Stocking Source Hierarchical parent This will be used solely to extend user permissions from a stocking site to its children sites if all users are given permissions for All sites then this selection can be ignored Use the drop down list to select the Business Unit this is used only for reference purposes where a site can be associated to a single business unit Enter the Address City State Zip Code and Phone number of the site Use the drop down list to select the Employee Contact from the Employees List 15 e Select the Cancel button to exit the record without saving the changes or Save or Save Add New to save the changes EN List Maintnenace Locations File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin Sites Print Y Save SP Save Add New E Cancel Delete General Union Overrides Site Si EN id ite Description a A Site ID 500 M Active Site 475 A secondary stocking place Description San Jose Court House Building 49 Facility Dallas Tool Room Site Type Job Site y Great job site Primary Stocking Source Warehouse 51 y HQ Office Business Unit ca 7 I5 interchange job to the third level Address Narrows Bridge Line 1 I Northwest Warehouse na a O O Seattle Gameworks i City Station Warehouse Tacoma Fun Park State Zip Code Tacoma Library Phone 456 Tacoma Public Works TEST S
63. m Tool Cost Purchase Warranty Model Tool Unique ID 58532 Maintain Last Serial Number Category Drils Hand y Clear Filters Enable pea Manufacturer Black amp Decker y Category Model RETA ects m Manufacturer s Model Description Description Drill hand 3 4 Black and Decker Hand Drill 3 4 7000 RPM two year warranty Description Nicd battery z Current Information View Only Manufacturer Home Site gt Home Location gt Site Location Assignment y Ownership Business Unit filter Departments only Beenie weli y Assignment Condition y Department x Return F 7 Departments TSF Tool Notes Conditions e Type the new Unique ID e Click to check the Maintain Last Values box when entering multiple Unique ID tools for the same Model use with Save amp Add New button e Use the drop down Category and Manufacturer lists to filter the Model selection list e The first model of the filtered selection list will appear in the Model selection although a selection has not yet been made Click on the drop down icon El and select the required model The Description and Manufacturer s Model Description will automatically display e Use the drop down lists to select the Home Site and Home Location from the Sites Locations List Management database 38 NOTE The Home Site and Home Location will automatically be entered as the current site
64. mployees The Asset Management system allows for an employee or contractor assignment to be captured at checkout As such an employee list is maintained by the system to be used for asset checkouts to employees Users are the people that log into the system and create transactions perform asset searches or run reports The Admin will set up a user by first selecting the user from the employee table A user name and password will be entered The Admin will assign permissions for the user Site Permissions A user will be allowed to have up to three site permissions or may be given permissions for all sites Any of the three sites may be stocking sites Stocking site permissions extend to any sites that are set up as subsidiaries of it So a user with a stocking site permission will be able to transfer assets to or from that stocking site and any of its subsidiary sites Roles Permissions A user will be assigned to one of the four roles available in the system Each role can be customized by the Admin to have permissions for certain Asset Management functions Getting Started Global Options Setup Global Options by selecting the Admin button on the Asset Management toolbar Select the Global Options tab a Administration iew File Help OA o E Home Tools Materials Model Catalog Transactions Reports List Management Cycle Count 2 ooe A Save Company Name Compsee Record Description F Tool is checked
65. nagement Cycle Count Admin Search Model Model a ltem fltem SP New Item Record sj Export Data Clear ae New Model S Edit Model SP Save Add New gt Cancel Y Delete Model Toos Materals Clear al pame TIM A uo annn O GO Laptops Laptop 14 inch monitor Laptops Dell Inc Dell 100 COCA Laptops Dell Inc Dell 102 UD Laptop 14 inch monitor 0 Ses e peoa AC rowena Shovel Microsoft 0923475025 123456 145 Phone EMC EMC 34 89211 Highlight a row apply click again to remove F Show Inactive Model Count 50 Total Quantity 1050 S Create New Model e Select the New Model button to display the view screen in the right panel to create a new model e Use the drop down list to select the Category from the Categories List 33 e Use the drop down list to select the Manufacturer from the Manufacturers List e Type the Model number e Type the Description of the item limited character look up field e Type the Manufacturer s Model Description of the item maximum character description field e The Active box is checked by default EM Model Catalog Yiew File Help ia 0o fF D E E Home Tools Materials Transactions Reports List Management Cycle Count Admin Search Model Model fa ltem Item e Clear da Hew Model Save Model SP Save Add New 3 Cancel Delete Model O o i il Tools Materials Clear eoa Dril Hand y I Maintain Last Values pena Manufac
66. osoft 2 Shovel 123456 Microsoft Shovel 0923475025 21 Northwest Wareh None Microsoft Assignment Keyboard 1243 Keyboard 32key AP 3432 16 secondary stoc None Apple Business Unit filter Departments only Keyboard 1243 Keyboard 32 key AP 3432 5 Warehouse 51 None Apple v Keyboard 1243 Keyboard 32 key AP 3432 20 Warehouse 50 None Apple Keyboard 1243 _ Keyboard 32 key AP 3432 12 ISinterchange None Apple Keyboard 1243 Keyboard 32 key AP 3432 4 secondary stoc 21 Apple zi Keyboard 1243 Keyboard 32key AP 3432 15 Station Warehouse None Apple Conditions 4 gt z Item Count 50 Total Quantity 1015 Departments Create New Tool Record NOTE A new asset tool record cannot be added to the database until its manufacturer s Model ID has been set up in the Model Catalog e Select the New Record button to display the blank entry screen to create a new tool record e A pop up window will ask which type of record that you want to add Select Unique ID or ltem Quantity a Create New Record fey x What type of new record do you want to add ltem Quantity Cancel A New Unique ID Record EN Asset Lookup Yiew File Help O 5 3 E 4 Home Materials Model Catalog Transactions Reports List Management Cycle Count Admin Search da New Record Y Save db Save amp Add New Retire Cancel Tool or Ite
67. ply to all soecimens of that model A user must specify the item and quantity when creating transactions Unlike the other two tracking types materials are only maintained at stocking sites they are removed from inventory when transferred from a stocking site Material models may be stored at multiple stocking sites in various quantities The system will maintain an average cost for each material model for each stocking site It is recommended when creating Item numbers and UID numbers to consistently use the same number of digits for example 5 or 6 to provide optimal sorting For example the sequence 10000 to 99999 will provide 90 000 numbers available for use Use 6 digit numbers if you require more than this amount of numbers Sites Classification Assets are maintained at sites within the Asset Management System A site must be classified as either a stocking site for example a warehouse or tool room non stocking facilities for example an office building or a job site Stocking sites and non stocking facilities may have subsidiary locations for example aisles bins or room numbers Job sites do not have subsidiary locations A future release is planned for job sites to have phases cost codes for job cost charging A site can be set up to be a subsidiary to a stocking site This designation is solely to allow user permissions to be extended from a stocking site to its subsidiaries see Site Permissions below Users vs E
68. r Site Seattle Gameworks 7 Oty ES Receive New Quantity Unit Cost Location IN one gt Quantity Adjustment Enter Negative Qty for Subtraction Inventory Adjustment Assignment Business Unit filter Departments only Departments Conditions e Select the field to edit and make changes to the record e Receive additional quantities to the Site Location Enter Quantity and Unit Cost e Enter a Quantity Adjustment to the record e Enter or Change Preferred Vendor under Cost Purchase tab e Enter or Change Min Max values under Min Max tab e Select the Cancel button to exit the record without saving the changes e Select the Save or Save Add New button to save the changes 45 Retire Tools A Unique ID tool may be retired by first selecting the tool in the Tool Grid and click on the Edit Selected button e Select the Retire button to retire the tool e The Retire Asset Details screen will display HE Asset Lookup Yiew File Help Las a E Ha f 5 Home Materials Model Catalog Transactions Reports List Management Cycle Count Admin E Sear Ra OFX Mas Retire Asset Retum E Retire a Print Serial Last Activity New Tool UID General Serial Number Vendor Filter Manufacturer Model Acquistion Date 3 27 2015 12 00 00 4M Catec i Acquistion Method Category Cement Mixers Desc Manufacturer Craftsman Purchase Cost 0 00 Model CME5454 Condition Good Manu Des
69. r record Application Configuration User Profile Default Settings Click the File button on the Asset Management toolbar and select Profile HE model Catalog Yiew x File Help Profile a lodel Catalog Transactions Reports List Management Cycle Count Admin Import Excel Logoff Exit Print Labels Change Password The Application Configuration pop up window will be displayed showing the User Profile tab 28 Application Configuration i User Profile Database Services Asset Grid Default Sort Asset T ool or ltem Number y Retired Grid Default Sort Asset T ool or Item Number Ss List Box Style DriopDown x Report Path C Program Files x86 Compsee AssetT racker Reports a T Hide Home Image Image Path and File C Program Files x86 Compsee AssetT racker Home jpg em Tl Is Bartender installed on this computer Barcode Path and File Barcode Printer Current Version 2 0 1409 1099 Database Version 2 0 1409 1099 Test Saved Load Software Update Current E Wee py evs ante En Done Next Connection Version Sotware e Use the drop down list to select the Asset Grid Default Sort e Use the drop down list to select the Retired Grid Default Sort e Use the drop down list to select the List Box Style e Use the browse feature to search and select a different Report Path e Check the box to Hide Home Image The Home Image is customer specific e Use the browse feature to se
70. re Cancel Material Cost Purchase Min Max Item 067 1017 Maintain Last Category IN uts gt Clear Filters Enable Clear Manufacturer Craftsman Category Model 1767 Nut 1 4 Torque Locking vY Manufacturer s Model Description Description Nut 1 4 Torque Locking 1 4 20 Uni Torque Locking Nut All Steel Grade C Zinc amp Description Waxed Coarse 100 PKG Current Information Inventory Adjustment Manufacturer Site Northwest Warehouse y Qty faa Receive New Quantity Unit Cost Location None x Quantity Adjustment Enter Negative Qty for Subtraction e Select the field to edit and make changes to the record e Receive additional quantities to the Site Location Enter Quantity and Unit Cost e Enter a Quantity Adjustment to the record e Enter or Change Preferred Vendor under Cost Purchase tab e Enter or Change Min Max values under Min Max tab e Select the Cancel button to exit the record without saving the changes e Select the Save or Save Add New button to save the changes Export Tool or Materials Grid e By pressing the Export button the contents of the displayed grid can be exported to a PDF report an Excel or csv file e Select the directory to store the file the file name and type of file then click Save e An Export Complete message will be displayed press OK 53 Transactions Check Out Check out items are assigned to an employee or contractor in addition
71. record to inactive Changing 4 record to inactive will preserve the integrity of your system for reporting and searching however editing a record that is using a inactive list item will be empty and you will need to adjust the list item before a save will be permitted Business Units T Show Inactive e Select the New button to create a new business unit A blank view screen will display e Type the Description of the business unit e The Active box will be checked by default e Select the Cancel button to exit the record without saving the business unit record the Save button to save the record and the Save Add New button to save the business unit record and create another new record Edit Business Unit Record e Use the Search function to search for existing business units by Name e Click to check the Show Inactive box to show inactive business units in the search e Select the business unit Name and the record will display in the right hand View Screen e Click to uncheck the Active box to deactivate the record e Select the Cancel button to exit the record without saving the business unit record 13 e Select the Save or Save Add New button to save the business unit record e Select the Delete button to delete the item record If the Business Unit has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Departments Management r
72. rials Model Catalog Transactions Reports List Management Cycle Count Admin Search d New Record LI Edit Selected da Save amp Add New Retire Y Export Data y Cancel Tool or ltem Current aa Drills Hand 101 Drill 142 Inch Set DWD Warehouse 51 Dewalt Drills Hand 102 Drill 1 2 Inch Set DWD777 e Dewalt Drills Hand 102 Drill 142 Inch Set DWD F Warehouse 51 B21 Dewalt Filters Enable Clear Drills Hand 12 Drill 3 4 inch CR 9845 1 Warehouse 51 B22 Craftsman Shovel 123456 Microsoft Shovel 0923475025 13 TEST Site None Microsoft Category IS 123456 Microsoft Shovel 0923475025 24 Warehouse51 None Microsoft Shovel 123456 Microsoft Shovel 0923475025 Narrows Bridge None Microsoft Model Category Tool or ltem Description Model Oty Current Site Manufacturer Serial Number Description Shovel 123456 Microsoft Shovel 0923475025 12 I5 interchange None Microsoft oO lh 123456 Microsoft Shovel 0923475025 4 Station Warehouse None Microsoft ae Shovel 123456 Microsoft Shovel 0923475025 10 Warehouse 51 B21 Microsoft Shovel 123456 Microsoft Shovel 0923475025 Warehouse 50 A410 Microsoft Shovel 123456 Microsoft Shovel 0923475025 15 Warehouse 50 411 B2 Microsoft Shovel 123456 Microsoft Shovel 0923475025 1 Dallas Tool Room None Microsoft Shovel 123456 Microsoft Shovel 0923475025 18 Tacoma Fun Park None Micr
73. s inactive for job sites e The locations list for the selected site is displayed in the left panel The site is identified at the top of the list The summary view for the selected record is displayed in the right panel a List Maintnenace Locations File Help oo Ff a E O Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin B NN NA B ps o J oy a E pa o U5 a NA e p s earch o Clear oP New Locations Ly Edit y Cancel Locations For Site W 50 Warehouse 50 OSO For A10 Aisle 10 W50 Warehouse 50 A11 B2 Aisle 11 Bin 2 A13 B5 Aisle 13 Bin 5 Sub Location Bar Code Description Aisle 10 Back to Site Count 3 I Show Inactive e Select the Back to Site button to return to the Sites View with the site still selected or select the Cancel button to return to the Sites View with the default first site selected e Select the New button to create a new location for the selected site A blank screen will display in the right panel 17 e Type the Location ID and the Bar Code ID if applicable for the location e Type the Description of the location e Select the Cancel button to exit the record without saving the new location record e Select the Save button or Save Add New to save the changes EN List Maintnenace Locations File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin Er ESA i a he il 5 i A A i M Ja ea Coandit
74. s asec eee ale sea a N S 70 License ANG Wa ANY e rienced 11 System Description Overview PowerTrack Asset Management utilizes a ready to run SQL server database to maintain assets for example equipment and tools as well as materials for example consumable items The primary user interface is the Desktop Asset Management application which requires an online network connection with the server Transactions such as check out check in and transfers may be run on the desktop application or a mobile device such as an Android or iOS device Mobile device transactions are supported using the PowerTrack Mobile application and can operate while connected or disconnected from the network Mobile transactions made while disconnected are transmitted to the server when a network connection is re established Wireless LAN and Wide Area Connectivity are supported Using barcode technology asset and material movements are recorded to enforce employee contractor accountability and accurate inventory The asset lookup capability in PowerTrack Asset Management allows a user to quickly search on an individual asset number or model number or filter results based on category description manufacturer sites assignment employee contractor business unit department and condition Asset usage can be analyzed by a quick look up of transaction history or through activity reports Transaction history can be filtered by date range asset or model number
75. scription field e Select the Cancel button to exit the record without saving the category record e Select the Delete button to delete the item record If the Category has already been used including in transactions it is better to make it Inactive so as not to cause blank information in history records Click to uncheck the Active box to set the record to inactive Select the Save button or Save Add New to save the category record Manufacturers Management Create edit or delete manufacturers by selecting the List Management button on the Asset Management toolbar and select the Manufacturers MFRs tab List Maintenance Manufactures File Help Home Tools Materials Model Catalog Transactions Reports Cycle Count Admin vers Search aj c Manufacturers Pin ap New Y Save SP Save Add New Ey Cancel Y Delete Manufacturers Description Description Active Iv Adtran You can only Delete a record that has not been used before A If you are not sure you can attempt to delete and if it is in use the system will mes check for you Apple If you wish to deactivate a record you can set the record to inactive Changing a record to inactive will preserve the integrity of your system for Belkin reporting and searching however editing a record that is using a inactive list Black amp Decker item will be empty and you will need to adjust the list item before a save will be permitted
76. the changes to the model e Select the Save Add New button to save the model record and create a new record e Click the Delete Model button to delete the model 35 CAUTION Deleting a record will result in the loss of all historical data Deactivate a record by setting the record to inactive uncheck the Active checkbox to preserve the integrity of the system for reporting and searching Create New Item Record for a Selected Model e By selecting a model in the model grid and clicking on the New Item Record button you will transition to a screen to create a New Asset Tool or Material record depending on the model selected The model number and other attributes of the model will be auto filled The Create New Asset Tool and Create New Material functions will be covered in more detail in the next sections Export Model Grid e By pressing the Export button the contents of the displayed model grid can be exported to a PDF report an Excel or csv file e Select the directory to store the file the file name and type of file then click Save e An Export Complete message will be displayed press OK 36 Asset Tools Grid The example screens use the Tool description Tool will be used interchangeably with Asset during the balance of this user manual Create edit or retire a Tool by selecting the Tools button on the Asset Management toolbar Select the Tools tab EN Asset Lookup iew File Help O a La E 0 Mate
77. the list on the left to get started s Activity By Department Activity By Assignment Activity By Site s Activity Summary Expired Certifications Maintenance Past Due Returns Past Due Tools By Department Tools By Assignment Tools By Site Tool Utilization Summary s Material Summary Tool Summary By Site s Material Summary by Site Adjustments Reorder Report __ Discrepencies Retired Tools Activity Reports Activity reports show tool and material activity for a selected date range These reports include e Activity By Category e Activity By Department e Activity By Assignment e Activity By Site e Activity Summary 66 e Adjustment e Discrepancies e Retired Tools These reports require the user to enter a Date Range and make other selections depending on the Report Type e Select the View Report button to view the report e Select the Print Icon to print the report Example Report Activity by Category no Category selected will cause all categories to show on the report HE Report iew fel x 254 hb 2 iz SAP CRYSTAL REPORTS Main Report 8 23 2015 Activity by Category Activity from August 01 2015 through August 23 2015 2 Date Tool Activity Oty Assianment From Site Location To Site Location _ Category Drills Hand Drill 12 Inch Set DWD777 08 0515 102 Transfer 08 13 15 102 Transfer 08117115 101 Check Out 081715 101 Check In 08
78. turer Model DWD9822 Description Drill 142 inch Tool Type Unique ID Scheduled Maintenance I Home site and Location selected with UID number setup Manufacturer s Model Description C tem Oty ltem Dewalt 20 Y max 1 2 inch 3 speed hammerdrill 535 watts MV Active Model Notes Weight with battery 6 1 Ibs One year free service contract a Highlight a row apply click again to remove e For Asset Tool models use the radio button to classify the model as Unique ID or Item Quantity e If Unique ID check the Required Scheduled Maintenance box if scheduled maintenance will be tracked within the Asset Management application e IF ltem Quantity enter the Item number to be associated with the model e For Material models enter the item number to be associated with the model e Type any special Model Notes for this item e Select the Cancel button to exit the record without saving the changes 34 e Select the Save Model button to save the model e Select the Save Add New button to save the model record and create a new record Use the Maintain Last Values box in conjunction with Save Add New when entering another new model similar to the last The new model will copy all fields from the previous model except the model ID Edits may then be made as required for the new model Model Search Functions e Use the Search boxes in the top left panel to search for an individual or group of models
79. ue T Maintain Last Category Drils Hand 7 Clear Filters Enable _ Clear Manufacturer Craftsman Category Model CR 9845 Drill 3 4 inch Manufacturer s Model Description Description Dri 3 4 inch dfdfd Description E Current Information View Only Manufacturer Site Tacoma Public Works Location None Home Site Warehouse 51 Home Location Bin23 y Assignment gt Ownership Business Unit filter Departments only Se al 192543244 Bienes ne uy y Assignment fanderson Paul gt Condition Good y Department Bid Job Costs y Return F 10 15 2015 x Tool Notes xi Requires drill bits Conditions e Select the field to edit and make changes to the record e Select the Cancel button to exit the record without saving the changes e Select the Save or Save Add New button to save the changes e Editing Iltem Quantity Record 44 Em Asset Lookup Yiew File Help O Las a E nP a Home Materials Model Catalog Transactions Reports List Management Cycle Count Admin Search J 4 Export Data Cancel Tool or Item Tool Cost Purchase Min Max Model tem Jemtam ilas Serial Number Item 145235 Maintain Last Category JAir Card Filters Enable Clear Manufacturer Belkin Category Model D44545489 Air Card Item Oty Manufacturer s Model Description Description Air Card Item Oty Description y Current Information Manufacture
80. urces Goo eattle Gameworl 8 22 2015 10 23 PM Check Out CONE E CR 9845 Drill 3 4 inch Anderson Paul ES TT Warehouse 50 User e Select the Clear button to clear the search criteria and display all the records Filter Function e Click the radio button to select the Filter feature on the upper panel to filter records by Site Assignment or Business Department e Use the drop down calendar to select the History From and History To dates for the search e Click to select the desired transaction types Check In Check Out etc or select the All checkbox for the search e Use the drop down list to select and filter by Sites from the Sites List Management database e Use the drop down list to select and filter by Assignment from the Employee List Management database e Use the drop down list to select and filter by Business Unit from the Business Units List Management database Note that Business Unit is a filter for Department a Business Unit search without Department is not possible e Use the drop down list to select and filter by Departments from the Departments List Management database e Select the Apply button to apply the filter and display the records e Select the Clear button to clear the filter criteria 63 EN Asset History View File Help CH gt gt sy MOT gt F Home Tools Materials Transactions Reports List Management Cycle Count Admin Check Out Check In History

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