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Administrator Technical Guide

1. Left click on the box to the left of a group column name to view the data for that group Assets Asset Location F Date Assigned Type Make Location Location Georgia You can do this again by left clicking on the other signs to call up more views on the same page The sign changes to a sign when the data for a location is viewed By left clicking on the sign the data is minimized for the location The data is once more hidden Adding other columns to the grouping can refine group sorting The order that the column headings are added to the sort listing determines the effect of the sort Drag and Drop another heading up beside the first heading at the top of the view Left click the sign beside the headings and repeat at each level to obtain the final grouped data you wish to see Location Assel A Assets Asset f Location f Dake Assigned Type Make Location Location Florida Asset 003345 Location Georgia 45 It is possible to further limit the grouped data to a specified range by using the Sort Filter that is available when viewing the data Left click onthe beside Asset in that column heading this appears when moving the curser over the column headings Click on Custom selection or chose other filter controls from drop down list Note Group Sort Views can be saved for later reference just like Asset Listing Views Returning to the full data grid
2. When the fields in the form change the sequence will automatically change When you have the fields that you want on the tab that you are editing you ll likely renumber to place in order you want Re number The Entry Order column to the order you want Over type the current numbers with the revised list Sort the list by Left Clicking the column header you can see the revised sequence Preview the window Left Click to see what your revised Batch Entry Form window will look like D If all is OK in the Preview window Left Click and do the same in the other windows until you are back to the Grid View Now when you open the Batch Entry windows either to move tools in or out and you will see that the form contain the fields you want and in the best order for your needs 81 Step 3 Printing hard copy record of tools in out What you print are screen views The Screen View Report can be formatted with appropriate headers and footers if needed by using the Print Preview found under File in menu bar Print formatting is saved attached to the view used thereby saving you repeating efforts the next time this is used This is another reason why we made it easy to rename and save custom views for later use Prepare the information in the grid window to obtain what you would like to print If you wish you can save this format as a specially named custom view for use again later A preview Pri
3. out of sync warning popup NO DATA IS AFFECTED BY THESE PROCESSES Deactivation process steps 1 The user selects Deactivate License option from the help menu 2 Ifthe user continues with the deactivation process the program will deactivate the license and generate a Deactivation Confirmation Code 3 The user is then directed taken to our web site Deactivation page Note The user can also call us to manually do this for them We will of course need the Deactivation code generated on the users computer 4 On our web site deactivation page the software is verified as deactivated The user is then prompted for their account user name and password before being able to continue The Deactivation Confirmation Code is checked to be valid and the serial number marked as deactivated and available for activation again An email will be sent to the customer s account to and to ourselves to inform us of this action As the serial number is now available for activation the user will be able to install and activate the software on the new computer or reactivate the software on the upgraded computer Reactivation Process 1 When the user launches our program that has been deactivated they will be presented with a Reactivate software window This window will describe to the user the conditions that are necessary in order to allow the user to reactivate the software Much like the activation process the user will
4. window is a save view as button left click on this and type in the name you want to save this view as so you can call it back up later to copy written information into database Then click save view Printing Worksheets Now click on the second Printer Icon for Print View and print off the blank listing for the Department Location Office you chose Repeat this step for other Departments Locations etc Since the last View you used is still on the screen you ll click on Select View at top middle of View Window and small down arrow beside box to call back your All Assets View to work with Entering written asset information into the Database So your co operative managers have done everything you ve asked and the written sheets are in your hands Time to get all that information into your database You can enter in asset information by typing in information right on the open Grid Window or you can use a custom input Form you setup for this purpose Changing Data and Entering New Data Editing a single asset in a open View window If you missed a field cell when you added a record for a new asset or if some of the data for an asset has changed Move the pointer to the data field cell that needs changing Double Click to enter Edit Mode Highlight the data and Type in the new data The change is saved as soon as you move to another field WARRANTY LICENSE amp PRIVACY
5. Asset Management Tracking Software a TRAKKER Asset Management and or Equipment Tool Tracking Software Administrator Technical Guide Please note that until registered the TRAKKER program use is limited to 30 days for evaluation purposes Copyright Notice copyright 2008 by Cressman Consultants Ltd All rights reserved The contents of this manual including but not limited to graphics images data logos and software application is the property of Cressman Consultants Limited or its content suppliers and is protected under applicable copyright patent trademark trade redress and other proprietary laws You may not modify publish transmit participate in the transfer or sale create derivative works or in any way exploit any of the content in whole or in part You may download copyrighted material for your personal use only Except as otherwise expressly permitted under copyright law no copying redistribution retransmission publication or commercial exploitation of downloaded material will be permitted without the express permission of Cressman Consultants Limited and the copyright owner In the event of any permitted copying redistribution or publication of copyrighted material no changes in or deletion of author attribution trademark legend or copyright notice shall be made You acknowledge that you shall not acquire any ownership rights by downloading copyrighted material Software Protection When software is pur
6. Make Description Department Condition Memo information in all the boxes you ve set up and can leave them empty Do understand that the program will then input empty into that field on the records Speed up Data Entry with Lookup tables To speed data entry Look Up Tables are provided for certain types of column headings fields Use of these not only can speed up entry of data but can prevent spelling errors and ensure uniformity Entries will automatically be added to the lookup tables when you input text into one of these fields You can also edit or add data for all lookup tables using the Lookup Table window Instructions are provided below under the Editing a Look up table section Below is a listing of Fields which have lookup tables attached Remember you can rename these fields for your own use Column Heading Field Asset Type Asset Class Department Vendor Location Used by Condition Taken by In from Entered by Function Could be a grouping for accounting or type of asset Could be grouping for accounting or type of asset Company Department holding assets The business from which the asset was purchased The physical placement of an asset Especially useful if a company has two or more plants Person holding or using the asset Useful to tell when replacement might be necessary For tool tracking application Person making entry 35 Adding Selecting L
7. Using the mouse pointer clicking and typing select the placement of the header text and other options Select the printer Icon to print the report to the windows default printer Using these tools a simple printed report could look like the one on next page 96 My Report 11 15 2006 oan i acquira Cost Pam Audit Data 11238 New Assat 7 14 2006 7 14 2006 0 00 1 1 2001 ODO New Asset 6 30 2006 5 30 2006 0 00 1 1 2001 im 000101 New Asset 6 30 2006 s 30 2006 0 00 14142001 000102 Neve Asset Accoun Geor 6 24 2006 6 24 2006 30 00 1 1 2001 i ot You can experiment with the various print control icons to get the look you want for your reports in the Preview window Place the mouse pointer over the various icons to find out what each controls The customize icon E calls up a menu shown below with visual examples to fine tune the way your report will print Printable Component Editor Product Name Category PEREN E Produce Preview 3 E Footer Mascarpone Fabioli E Dairy Products 32 00 y This is a description For Mascarpone Fabiol GroupPooter E HorzLines bil MES fi J Manjimup Dried Apples vertLines This is a description For Manjimup Dried Apples FilterInfo i ly Gral Details Ravioli Angelo ly Grains Cereals EvenRow taclette Courd P al E ddR o This is a description For Raclette Courdavault Camembert Pierrot 7A Dairy Products 34 00 This is a description for Camem
8. azar Productin o oos computer HP 1 00mhe saes fico sales oo O oos computer He ezere soles sales o O oos ter xerox foomm sees sales 000 O CL 00006 Printer Xerox 40 ppm Head Office Acct 0 00 O oor inter frero somom Head fice Production so O oos pintor Xerox topom Head fice Production 0 00 O oos iter xerox Spon __ Headoffice mont o O Meson a oo forcera aenea foe reao act go O E sevo vew as ooo otis ron serre fe renoier oo O Best Fit oos office Furn Stanfield Desk Head Office Acct 0 00 O _ _ ___ ____ _ SS SSS NSS SI SCT SSE iceman Ao ed Options Panel The asset view window closes and you must click on the 4 s58 Stid button to get the Asset Grid window back with command functions displayed across the top of the Asset Grid Window instead on inside panel By using various Grid Views you control and display details about your assets in a number of different ways You can sort the assets in ascending or descending order group the assets add assets edit assets delete assets move columns hide show columns search assets use multiple filter search criteria etc and save the resulting setup as a custom view to be called upon again to see data in a similar manner AssetTrakker AssetTrakker Sql Server File Edit Actions Assets Views Scanner Tools Customize System Window
9. desea Gorgonzola Telno T res Sepa HorzLimes a Dairy Products Z vertes _ FilterInfo Discontinued Checked Details Tofu _ EvenRow TA Dairy Products _ OddRow 7 E G Set up various printing options For the current view 53 Print Set up This enables you to select the printer and it s set up options 2 Print General Select Printer 2 Add Printer CA EasyCoder 501 203 dpi A JDatamax DMY 600 oa EasyCoder 501 300 dpi CA Datamax 1 4604 oa EasyCoder 501 XP 305 dpi kS 111 gt Status Ready Print to file Location Comment Find Printer Page Range All Number of copies Selection Current Page Enter ether a single page number or a single page range For example 5 12 Quick Print Prints the document to the default printer using the current settings Page Set up This settings allows you to define the page setup Page Setup 2 x Paper Size Source Internal Spool bal Orientation Margins Inches Portrait Left 1 2 Landscape Top 54 Header amp Footer With this you can define a header and or footer for the document Text page numbers dates etc Header and Footer E Header a all Eont Microsoft Sans Serif 8 25pt Footer al ol Font Microsoft Sans Serif 8 25pt Eos gt F OK Cancel Scale Adjust the size of the page to be printed BYA LA 100 Ba Scaling A
10. Add Asset Entry Window E Begin E Cancel ddd Assets 4 Help Number to Create E Barcode Pretiz Starting Mumber 00041 General Warranty IN OUT Audit Type se hake Mode Description Location se Department se Value 0 00 Condition Es Used By se Memo As shown above the Add Asset Entry Form window can be used to add one asset entry or many asset entries to the system The top section will allow you to indicate the number of barcodes numbers asset id numbers to generate The lower section will allow you to insert the asset details for the asset s to be generated This form as with all input forms can be customized to suit your personal needs To customize click on the Customize menu and select the Forms Customization menu item Customize System Window F Lookup Tables Fields Selection Forms Customization Show Options Panel Now open the Add Asset Entry Form The Add Asset Entry form type is used to add one or more assets to your system Some power users might want to set up more than one entry form for different asset types 28 Forms Input Customization Drag a colurmn header here to group by that column m Edit Asset Entry Form Edit Asset Entry Form m Batch Add 4ssets Form Batch Add Assets Form m Audit Assets Form m Batch Edit Asset Form m In Sut Form gt acc Asset Entry Form Customize Form Batch Edit Assets Form Batch Edit Assets Form
11. Available Fields column When all the fields that you want to include in the view are all in the right hand column Left click and you return to your view with the new columns To finish Left Click on and give the View an informative name or if preferred just keep the original name and save it so it is available for future use with your changes Saving your custom built Views REMEMBER layout changes made to a view while working on assets only affects the current view selected and only becomes permanent if you click the Save View As button and select either a new name for the view or save it under the existing name If you just close the open view your modifications will be lost and next time that view 1s opened it will be as previously set and saved We designed the program this way so you can move things around in a view to check on assets without worrying about disturbing your default view The ability to develop a specific view and save it for recall is a major benefit of AssetTrakker It s simple work on a view until you get an asset data presentation you wish to use for some specific reason Then left click on the Save View As button at top right of the view window Type in the name you wish to use for this custom view and click Save 40 Your Custom Database You will want to replace the asset information supplied in the test data with your own asset information This does not mean you
12. Barcode s Generate your asset id numbers barcode s for the Department Location or Office Left click on Actions Menu item and on Add Assets or just click on the A icon On the input form window you enter the number of assets reported found in the first Department or Location you are prepare data sheets for and the starting asset number assigned In the bottom of Form enter into the box for Department Location or Office the name you want attached to the generated asset id numbers leave rest blank and click on Begin Repeat the above step until you have all the Departments or Locations etc where assets are located and sets of barcode asset id s Setting up Custom Views Now you will be printing off the sheets for each Department or Location etc and giving them out along with the asset labels tags to apply to assets they will list This gives us the opportunity to show off how AssetTrakker can make things easier and assist in accuracy Click on the small symbol icon at the left of the Column Heading you are using Department Location etc Choose custom from the drop down selection Leave first box at top left of window as equals In box to right of that type in the name of the first Department Location Office Click on OK Now you have a custom view of only those assets that that first department will be entering data on ONE more step on top of the current view
13. hides the menu item used to access this function from the Tools menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Check Leases Warranties window Read Write full access Configure Scanner Controls user s ability to access the Configure Scanner window Available Options None hides the menu item used to access this function from the Scanner menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Configure Scanner window Read Write full access Database Action Window Add Existing DB Controls user s ability to access the Add Existing DB option from the Database Action window Available Options None hides the menu item used to access this function from the Database Action window Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Add Existing DB window Read Write full access Database Action Window Create New DB Controls user s ability to access the Create New DB option from the Database Action Window Available Options None hides the menu item used to access this function from the Database Action window Read Only No effect Reverts to Non
14. Help gt Home A Asset Grid Scanner P Help Assets Grid Sees A E At AY AX AA d A Se S Select View All Assets View Customize View H Save View As Best Fit AAA asset Type ate model oescotin Location Department value Coon Usedsy our TelenByiinron osteDuefetanes wararty w gt foo compte He Jaco readofe ace anon tom O a ooo compte HP faz _Headoiee Proatin anon O O oe oos canter HP at Sale Offce Sle z 00005 Printer Xerox 30 ppm Sales Office Sales 0 00 1 1 2000 s t 00006 Printer Xerox 40 ppm Head Office Acct 0 00 1 1 2000 BIE oor formeer rox oom read rada goo S eo A oos Jem frere op rado moderen o OO O o a ooo formeer frere foom rado rare o O O pe a 00010 Office Furn Stanfield Desk Head Office Acct 0 00 C 1 1 2000 BIE m 00011 Office Furn Stanfield Desk Head Office Acct 0 00 C 1 1 2000 11 nani NfFfire Fin Stanfield Mack Head Mffica irrt n nn TH 1i1fennn v7 11 AO J S e OO 38 Adjusting size of open window In both the screen shot above and below the Asset Grid window is not maximized Right click in the box at top right of window to maximize Alternatively as in other programs you can adjust size of the asset listing window by moving mouse to edge of window and dragging window right left up down or diagonal to size it Changing the column an
15. Mame l m Asset Entry Form m Batch Add Assets Form Drag a column header here to group br Fields a Audit 4sseks Form E Batch Edit Asset Form oe ats Warranty IN OUT gt image Add gt ane o a Drag a column header here to group by that column A m Generate Barcodes Form a snare Move Up Move Down Edit Filter The steps outlined below show you how to alter and set up a number of different Forms as well as prepare new ones for your specialized use All of these Forms use Tabs to organize fields with in the form Some may not wish to use the precise control offered by multiple tabs and just use a General tab or possibly two tabs It s your choice To Change the Fields on a Tab Fields named in the Left section of the Customize Form window are the fields that you have marked as active in the Field Selection window and that have not yet been assigned to any particular data entry tab for the form In any specific Form a field can only be used on one tab and not duplicated on other tabs Fields in the right window are those fields currently in use for the chosen data entry tab The order of the fields in the field list determines the position of the fields on the form You can change the field order by clicking on a field and using the move up and move down buttons in centre of window A preview function is incorporated so you can view ho
16. Manual we tried to describe operations in an order to impart knowledge and not always step by step We suggest reading the manual while working with the trial data and template we provide within our program to get comfortable with the software Note Some parts of the manual will involve things you probably will not implement or use in your solution for example perhaps the following addendums 1 You may be setting up a solution for your company and be the only one accessing and using this software In this case you can completely ignore the Addendum 6 IF giving 6 people access to the software you d likely be giving specific access levels 2 If you don t want or need a high powered system of tracking equipment in and out then ignore Addendum 5 and just use a simple assigned to field to keep track of who has what 3 Addendum 2 explains a very special kind of sorting filtering function You might want to look at 1t someday as it s a powerful feature for complex situations but 95 of you won t ever use it General guideline to a simple fixed asset management We can t stress enough that some time spent planning what you d like to accomplish is worth every minute You can always change or add details later but collecting and inputting the right asset information from the start saves later returning to add one extra bit of information We don t want you to do more work than nec
17. To clear the grouping of the data and return the Asset Data Grid to its original form showing all scans clear the filters by selecting All from selection list then drag the headings back down into the original column heading area Using Summaries within Group Sort View Window To obtain details such as the total value of assets End users can manipulate total summaries and group summaries using the footer context menu The menu can be invoked by right clicking a footer cell Each menu item corresponds to a summary type sum average etc Clicking an item applies the appropriate summary to the column whose footer cell was clicked Each summary type applied has a default display format The table below lists menu items their corresponding summary types and default format strings Menu Item Sum Min Max Count Average None Effect The summary value is the sum of column values The default format string is SUM 0 The summary value is the column s minimum value The default format string is MIN 0 The summary value is the column s maximum value The default format string is MAX 0y The summary value 1s the number of records within the calculation range The default format string is O The summary value is the column s average value The default format string is AVR 0 Cancels summary calculation 46 Entering Editing Assets Information about assets can be placed in your program database by
18. access Quick Add window Read Write full access Quick Find Controls user s ability to access the Quick Find window Available Options None hides the menu item used to access this function from the Scanner menu and icon bar menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Quick Find window Read Write full access Restore Default Views Controls user s ability to access the Restore Default Views window Available Options None hides the menu item used to access this function from the Views menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Restore Default Views window Read Write full access Restore from Backup Controls user s ability to access the Restore from Backup window Available Options None hides the menu item used to access this function from the System menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Restore from Backup window Read Write full access 95 Save Current Views As Controls user s ability to access the Save Current Views As window Available Options None hides the menu item used to access this
19. be required to provide an active Serial Number The user will press next and they will be given an Authorization Request Code The user will be directed to the web site Web Activator page Note The user can also call us to manually do this for them We will ask for serial number etc so a reactivation number can be issued On our web site activation page the serial number is checked against the customer database If the serial number provided exists and is not currently activated the user will be directed taken to the Web Activator Generator page On the Web Activator Generator page the user is presented with the updated computer information and will press click on the Generate Activation button An activation code and a Certificate of Ownership pdf file will then be generated for the user The user will then go back to the software and select the Activate Now option To unlock the software the user inputs the Activation Code provided Finger Lock Out of Sync Condition In some cases the finger lock will become out of sync which in turn will result in the software activation no longer being valid This can occur for several reasons but usually means that during startup the users finger lock value no longer matches the master finger lock value 1 2 The user will know if a Finger Lock Out of Sync error has occurred because they will be presented with a window describing this situation and instruct
20. combine them in any manner using any logical operator Without programming and by saving custom views you gain great power a ES Priority 4 Mame Status Bug Owner Creator E Help File Du E Filter Builder y Mark Hamilton a Help File Int Jimmy Lewis Arid l E E Priority E b Creator Is any of Peter Dolan lt enter a values E m Web Edition Or a Mark Hamilton A Receivables status Equals Mew Brad Barnes a screen Red Created On Is greater than 7 10 2006 Dave Murrel a Adding New Priority Does not equal 4 Low EJ Dave Murrel a Main Menu L Low Brad Barnes M vendor List AR Brad Barnes a Installer High Dave Murrel a Installer o Cancel Dave Murrel M vendor Ma Brad Barnes ES Fixed On Is Mot Null And Status lt gt Fixed EJ Edit Filter e 71 Filter Editor Odds 4 new condition Removes the condition i Filter Builder bra x i Order Date Is between 7110 2003 and 120 2006 been Freight Is greater than 50 0 Filter conditions Adds a new item to the list Ship Country ls any of Austria France Germany Column Criteria Operator Operand Value ok Cancel Apply The Filter Editor provides the context menu that are invoked you click the group s operator see the image below Gy Or a Nok 4nd i Pot Or Add Condition Add Group Clear All This menu allows you to do the following Specify the group s logic
21. ctrl c Paste ctrl v Clear del Select All ctrl a Add Assets Edit View Asset Duplicate Asset Print Asset Quick Find Open Asset Grid Use Current View As Default Save Current View As Print View Refresh View Customize View Export View Configure Scanner Quick Find Quick Add Batch Add Assets Batch Edit Assets Batch Scans History Check Leases Warranties ADDITIONAL NOTES Closes open Asset Listing Window Opens window to access database functions Open Create New Add Db to list Save As Used to import existing records into a database structure for program use Export the current database to a CSV file for manipulation by another program To change from one user to another Exits the program These are all self explanatory and work similarly to those found in other Windows programs Only a single cell may be copied pasted within the grid view Multiple and single rows may be cut copied pasted into other open programs Add an asset s or asset numbers by using an Add Asset Window to input information Edit the currently selected asset via the Edit Asset Window or use window to review individual asset particulars Duplicates selected items when adding a number of identical new assets Prints the currently selected asset information Search for a specific asset by scanning or typing the barcode number in Opens an Asset Grid View of your assets Sets the opene
22. cut Ctrl c for copy and ctrl v for paste work To finish press enter or click on another record cell and the entered data 1s automatically updated To move between cells while staying in Edit Mode use the arrow keys or left and right tab Using the mouse pointer to move will take you out of edit mode and a double left click will again be required Fields Column Headings that have lookup tables attached to them are different If you type data into a lookup table cell you must press the enter key which will add that data to the popup list If you click off into another cell without pressing return no data will have been added 47 However right clicking to call up the list and clicking to choose right choice will automatically add that data when you change focus to another cell Editing Record on a Card View Form This way of entering data may be more familiar for some of you This calls upon the Edit Asset Entry Form Full use of this form is outlined on the next few pages This form can be accessed quickly in several ways Double left click in a data cell to Enter Edit Mode Now point and right click in any cell to obtain screen shot on next page Description Department Special Graphics Computer R amp D Computer wor x Edie gt gt Computer worl Edit Farm a Computer worl Remove Computer Work Station Sales Computer Work Station Sales Computer Work Station Management Now left click o
23. display the error prompt if the user attempts to access the window functions Require Password the user login and password is required before allowing user to access User Roles List window Read Write full access 96 View Batch Scan History Controls user s ability to access the View Batch Scan History window Available Options e None hides the menu item used to access this function from the Scanner menu e Read Only allows the user to view the View Batch Scan History window but disables editing of the information e Require Password the user login and password is required before allowing user to access View Batch Scan History window e Read Write full access View Batch Scan Records Controls user s ability to access the View Batch Scan Records window Available Options e None hides the menu item used to access this function from the View Batch Scan History window e Read Only No effect Reverts to None setting e Require Password the user login and password is required before allowing user to access View Batch Scan Records window e Read Write full access 97
24. each department or manager and have them do it They are the one s using these assets and it helps reinforce that someone is in charge of these company assets After all the data is input you d give them a new printed off list of all the assets under their control Putting it together Try and obtain some buy in from the department or location manager with control over the assets The closer to the asset you can allocate some responsibility the better that asset will be controlled it s my department s asset is more powerful an incentive than it s I T Dept s asset How Many Assets Find out how many assets that you wish to track are in each Department Location or Office by counting them OR getting the person responsible for care of assets to give you this count This is easy and should take little time as no specific information is being collected Open an all asset grid view with all the fields of data about assets you ve chosen to track Now arrange the columns fields in the view where you want asset information written in Set the column widths wide enough that written information can be input Perhaps setup grid to have two rows for each asset for data collection purposes and save this custom view for reference If you are collecting information by Department then put the Department column on left If by Location then that would be on left OK we re getting there Asset ID Numbers
25. full access Duplicate Asset Controls user s ability to access the Duplicate Asset window Available Options None hides the menu item and icon used to access this function from the Actions menu and the Asset Grid respectively Read Only No effect Reverts to None setting 91 e Require Password the user login and password is required before allowing user to duplicate an asset e Read Write full access Export Data Controls user s ability to access the Export as csv file window and the Export View window Available Options e None hide the menu items to access these function from the File menu and the Views menu e Read Only No effect Reverts to None setting e Require Password the user login and password is required before allowing user to access Export as csv file window or the Export View window e Read Write full access Fields Selection Controls user s ability to access the Fields Selection window Available Options e None hides the menu item used to access this function from the Customize menu e Read Only allows the user to view the Fields Selection window but disables editing of the information e Require Password the user login and password is required before allowing user to access Fields Selection window e Read Write full access Forms Customization Controls user s ability to ac
26. full details of how to do this in Addendum 6 of this manual Print using various Asset Views To prepare a report on assets you simply tailor an asset view to what you want in the report This is done in the same way that views are manipulated for screen viewing WYSIWYG While a particular Grid View is active you can use the special Print Preview Window function This Print Preview Window allows you to print directly from an Asset Grid Window You can select any view you want to print For example if a user wanted to print the entire asset list showing asset locations they might select their own custom view saved as All Asset Locations You can use all of the sorting and filtering explained earlier in this manual For example if you wish to print off only a range of asset numbers just filter on the asset id barcode column by greater then and less than to get a view of just those assets to print off The newly modified view can be saved if you wish or you can revert back to the previous view It is hard to explain the simplicity and reporting power this View and WYSIWYG method provides Almost always you will want to print a report that looks the same as the listing of assets on the computers screen Of course we provide tools described below to add headers footers and special print formatting These are saved along with the View you are using and are instantly available After pr
27. in the Import Data window to match in order those coming in from your CSV file The top Column Heading Field in the right list section of the window corresponds to the first column the far left column in your CSV Excel file You move column headings fields from the left listing of available ones to the right by left clicking on the field you wish to change and then using the Buttons in the centre of window to move left right and arrange in required order When the list is complete and in the correct order Click the Import button and the Import Data Window below will appear which you can then edit prior to clicking Import to add this data to your database Data is not entered into Database until the Import button on Import Data Window is clicked 64 Import Data Window Select View All Assets View 7 Customize view Save View As Best Fit Drag a column header here to group by that column Assets Asset f Description Department Location Date Assigned Cost Description Department 0 00 Memo o e a e as O eaga AON 0 0 Dele lla Record 1 of 241 gt lh xe iil dl ii Cr Cm Backup System Backing up SQL Express the database engine in AssetTrakker automatically updates your database as changes are made Unlike other types of program such as word processing or spreadsheets you don t have to save prior to exiting If you do perform a Save As or Backup which also backs up your conf
28. menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Open Template and Replace System Configuration Settings window Read Write full access Print Asset Controls user s ability to access the Print Asset window Available Options None hides the menu item and icon used to access this function from the Actions menu and the Asset Grid respectively Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Print Asset window Read Write full access Print View Controls user s ability to access the Print View window Available Options None hides the menu item and icon used to access this function from the Actions menu and the Asset Grid respectively Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Print View window Read Write full access 94 Quick Add Controls user s ability to access the Quick Add window Available Options None hides the menu item used to access this function from the Scanner menu and icon bar menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to
29. might need referring to only once or twice a year put these columns off to the right you can move them to the left for easy viewing and manipulation when you wish to do so Note If possible barcode numbers should be no larger than necessary Activating your Column Headings Fields Having decided which fields you will be using you need to select them for use Note that the process of field selection and renaming does take computer processing time The changes selections made have to be added into the database structure and computer controls Access to program may not be available for a few minutes while these internal actions take place Left Click Customize in the Menu Bar Select Fields Selection in the menu Select the fields you want to show and use Choose from the list column headings desired You can change the field name that will appear by typing over the current name that shows under User Defined Title column Left Click the box to place a Y in the Field Is Used column to activate the fields so it will be available on your display of data Note Changing the Name of a field does not change the type of field Date Memo Text Integer You have a limited number of fields column headings with associated lookup tables which are very useful These can insure correct entry of data for example Compaq not Compac as Make of computer 23 Fields Selector Date Text Text Single
30. new role a name and then select the Set Permissions option in the navigation bar This will call up the Security Role Permissions window security Role Permissions Done Frint Access m Asset Entry Form Edit view m Backup System m Barcode Settings m Batch Add Assets Batch Edit Assets a Check For Updates m Check Leases Warranties m Configure Scanner m Database Action Window 4dd Existing DB m Database Action Window Create Mew DE m Database Action Window Open BB m Database Action Window Save DB As a Delete Asset ma Download Batches m Download Scanner Duolicate Asset Listed in the Security Role Permissions window are the Tasks that you may wish to allow a certain type of user to have access to See section below on Tasks Definition and what they permit one to do further along in this section of manual This will help you decide who needs to be allowed access and why access might be denied Example of setting access for a task Asset Entry Form follows Setting access is done this way for all Tasks Asset Entry Form Edit view m Barcode Settings Read Only Require Password Batch Add Assets a Read Write DERE EE eo Fi 86 The Asset Entry Form Edit View task controls user s ability to access and use the Asset Entry Form window for editing viewing purposes from the Asset Grid and the Actions menu Available Options e None h
31. saving it 66 Addendum 1 Mouse and Keyboard Special mouse and keyboard entries to assist in speed of program access and function Action Left Clicking in a data cell Clicking a data row s Indicator cell Pressing the DOWN ARROW key Pressing the UP ARROW key Pressing the CTRL UP ARROW key Pressing HOME key Pressing the END key Pressing the PAGE DOWN key Pressing PAGE UP key Pressing the CTRL HOME key Pressing the CTRL END key Action Effect Will focus on cell so it can be edited Moves focus to the corresponding row preserving the column focus Moves focus to the next row preserving the column focus If an expanded master row is focused moves to the detail View restoring its focused cell row If the last row of a detail View is currently focused moves to the next master row within the master View Moves focus to the previous row preserving the column focus If the currently focused row is under an expanded detail navigates to the detail View restoring its focused cell row If the first row of a detail View is currently focused navigates to the corresponding master row If the Auto Filter Row is visible and the top data row is currently focused moves focus to the auto filter row Moves focus to the first cell within the current row Moves focus to the last cell within the current row Moves row focus one page down preserving the column focus Moves row focus one page up preser
32. sou a a aA 44 Views Data by GROUP SORTING recreen dde 45 RETURNING TO THE PULL DATAGRID 4 a 46 USING SUMMARIES WITHIN GROUP SORT VIEW WINDOW cccccecccsccssccsscceccuscescesccusceuscesscuscescsesceessescsesseescensees 46 ENTERING EDITING ASSETS cc ecececceceeeceeeeeeeeeeeeeeees 47 PDD ASSET FORM WINDOW iicsccccasstecatcbinae can ccadeaectandeisusee aan 47 ADDING IMAGES TO ASSETS RECORD IN PROCESS OF BEING IMPLEMENTED cssccsccsscsscsscesccscescesscsscsscescescenss 47 EDITING RECORDS ON THE GRID WITHIN VIEWS ios 47 EDITING RECORD ON A CARD VIEW FORM orinn haaa aa a a a a a a a e a A T 48 EDIT ASSETS FORM WINDOW cccccecccecseeerecerseenreeereeentens 48 DETAIL HISTORY BUTTON ES A ust a A a a a aac E a e aA news ecteise 49 TABBEDIDAT ENTRO D A e E E E EE EEE a E dl leido E de E E EAE 50 REMOVING AN ASSE PD RECORD a AT 50 TA A A EERE ENCE DULCE URE EO ee Tee 50 SETTING ACCESS POLICY FOR USERS eee 90 PRINT USING VARIOUS ASSET VIEWS 51 PRINTING IREPORTS de NA 51 PRINT PREVIEW WINDOW MENU AND ICON CONTROL BARS ococcnoccnccnnccnoconocnnccnoconocnnccnoconocnnronaconocnnconaconocnnconiaconicos 52 ADDING A TIGLE TO YOUR PR N TOUS tadas 56 BG eeN le OAS oleae A A A EE 58 USING A MICROVISION ROV SCANNER cccecseeeeeeeeees 99 SCANNER USE WITH ASSETTRAKKER cooocccocccccncccnccncccncnnoooo 99 A A auc va om snes ceases 59 ADDING A NUMBER OF ASSETS USING SCANNED INFORMATION cc
33. up Restoring From back up data will overwrite your current configuration Press Yes bo save your current configuration Press To to overwrite existing configuration with out First saving it Note that this warning has to do with your configuration settings and not your asset data Configuration has to do with what column headings fields are active edit window set ups grid views etc Since your data 1s untouched you are free to build templates to give very different ways of viewing and editing data Opening and using a Template is something most will only use once when setting up a customized program Your situation might be different For example Accountants might want to use a template different from that used by I T Manager Viewing Data in different ways Sorting data To sort the data in a column point to the column heading and left click to sort the data in ascending or descending order based on that data column When you click on the column heading the triangle at the right side of the column heading Description AM a will show the sort order When the point is up the sort is in ascending order If the point is down the column is sorted in descending order A second click will reverse the order Using Filters to alter the View in order to limit assets and data presented Filters allow the user to view certain data that meets specific criteria Data that does not meet this criteria will be hidden
34. warranty Check box SYSTEM USE ONLY Warranty Date warranty service Expiry agreement expires SYSTEM USE ONLY There are many 5 Decimal currency 9 Data fields left Integer whole number 2 Date 9 Text 4 Boolean For user to name and use User Defined Select the type of Field Date Text etc type over name to get what you want Addendum 4 Tool Equipment Tracking The batch scan capability of portable scanners and flexibility of AssetTrakker does a great job of tracking the movement of equipment and tools from stockroom storage to jobsite or individual While some may wish to use AssetTrakker for only Equipment Tool tracking you can use it for both management of fixed assets in addition to tool tracking A fuller explanation of all program operation control keys printing and viewing data is included in our AssetTrakker Manual and in Addendum 4 Tool Tracking assumes knowledge of AssetTrakker program functioning gained from reading the provided manual and practicing with trial data supplied We have set up in the Trial Trakker Database a batch form called Equipment IN OUT that with modification can be used modified as a base for designing your own input form Step 1 Choose the column headings data fields you want Column Headings Data Fields worksheets are found in Addendum 3 for printing off to assist you in planning your Tool Tracking solution Below are listed the fields c
35. ADDENDUM 3 COLUMN HEADINGS WORKSHEETS 79 ADDENDUM 4 TOOL EQUIPMENT TRACKING 008 78 STEPI nn On Aa e 78 Choose the column headings data fields you WaDt oooooonnnncnnnnnnnncnnnononnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnos 78 Selectie your fields column Heading ss pE E E ENES 79 setuna up the Audit Trail Keep History tr A A NSE 79 ToC hanse a Teld Nane en AN E E acates 80 no E N A NI A IAN 80 SETTING UP THE IN OUT BATCH ENTRY FORM SCREENS FOR DATA ENTRY PRINTING OF ASSETS COMING IN OR AN O E ci tte A A Neate SO PREVIEW TAE Wy TINO Wears hers arts an et ad aaa cod 81 A A sete Qaatee 82 PRINTING HARD COPY RECORD OF TOOLS IN OUT lt A ia 82 PRINT PREVIEW WINDOW MENU AND ICON CONTROL BARS 0ooccnocnnccnnccnoconocnnccnnconocnnconoconocnnronaronocnnccnaconocnnccnconicos 82 ADDENDUM 6 SECURITY USER ROLES PERMISSIONS 83 SECURITY USER ROLE Sica ca Pn arses AA A NI aloe ese DA E en eee 83 EREATING EDIFENG REMOVING USERS oirre r T E A A a E Uecemsuise 83 Set User POLO ta A A A AA A E N Saas uaa caunee 84 TASKAND ACCESS OPONE ats 87 12 On Initial Start up Trakker requests user information when the program is first run to set up an Administrative Access account login and password When AssetTrakker Pro is purchased and activated it is fingerlocked to the specific computer that generated the authorization request code Step 1 Welcome Step 2 Limitation of Warran
36. Batch Edit Assets Form Add Asset Entry Form Form Name Add Asset Entry Form Form Type pe Fields Drag a column header here to group bs User Defined Title Audit Scanner ID Data Type Text Decimal Long Integ Date Long nteg Move Down a Department Select Default View All Assets View we To customize the Add Asset Entry Form you will select which fields you would like to include when generating new assets These fields will allow you to record information pertaining to the assets to be generated Types of custom Forms you can design name and recall Note that this refers to the Type of form and not the name you may give it after customizing 29 Add Asset Entry Form This is a form you use for dealing with one or more assets A form might be designed to deal with a specific type of asset so you could chose from a number of custom named and designed forms For example computers product machinery software furnishings printers etc Edit Asset Entry Form This form is used to edit information for a single asset and overwrite what exists in your system Batch Add Assets Form This is a form for dealing with multiple assets input from your barcode scanner or file of asset numbers Batch Edit Assets Form This is used to work with a number of similar assets scanned and downloaded on one form Entries made on the form are set for all the batch of assets but can be individually modified
37. EBE TS ia 4 ENTERING WRITTEN ASSET INFORMATION INTO THE DATABASE cccccsscccssccsccescccnscesccesccenscessseesceescceusseesccusceeeesens 4 CHANGING DATA AND ENTERING NEW DATA id A AE A 5 EDITING A SINGLE ASSET IN A OPEN VIEW WINDOW siii iii 5 WARRANTY LICENSE PRIVACY POLIC Y ROTOS 6 SYSTEM IREOU UR EMIEIN O a ie cesta 7 ACTIN ATION OF SOP EWA RE as 8 A TAAT PROCES a NTC PTR A ON a eR OC RE AD A OOS TR 8 DEACTIVATION PROCESS TE S aoa N O OO nae ctl ta aa o do ease at eee 8 REACTIVATION PROCESS E o ai 9 FINGER OCK OUT OE SYNC CONDITION ti E a e 9 TEMPLATE YOUR CUSTOM PROGRAM sss 14 KEYBOARD AND MOUSE UBEsonsrrsaara a 15 GRID WINDOW esiseina irene 15 MENJ BAF cnsvecnerencentsaccinnicanecosaresrneuessnnpiarcsatecrennsaeneeaeracssanneaecats 16 COMMANDS ihini a a E ios 17 ADDITONAL NOTES rinitis OEN Oa 17 ICON NAVIGATION DA Rossana Inia Ar Ia rra loo 18 SELECTION OF COLUMN HEADINGS FIELDG 0000000 20 WHAT DO YOU NEED TO TRACK Postura usan e add epee Se ol lute ae eect ate eels 20 COLUMN HEADINO SIDA TAS ee ec a ans ete emote one eocds 20 Custom Column Headings you can A aa 22 User Deti ed Boolean E E E EEE S EE E E N E CE Raa GCS 23 ACTIVATING YOUR COLUMN HEADINGS FIELDS 1 0 ccccccccccscsessesesesesscsesesesecsesestsesesestssseseseeeees 23 TO CHANGE A FIELD NAME c ccccsecsscccccccccccesccssssccecccaceccecsecssscecccaccaceccsecseccecccaccuceeccessessecceacaceccessscbecceaceuceecosebessecs 24 SETTING U
38. LOOK UP TABLES cccceccsccceccceccescescccscescesccusceuscesseuscenscenseuss ERROR BOOKMARK NOT DEFINED Addin Gan CInplovestO thedook Up table scaner ica clica 36 PP denen ootuiins piomecaienamaebennmesausoaaawt he E E 36 PROGRAM WINDOW 1 oo cece ecececcccceececececeeeaeceaeaeaeaeavavaeanaeas 3 ADJUSTING SIZE OF OPEN WIN DOW lt a a 39 CHANGING THE COLUMN AND ROW HEIGHT WIDTH ccsscssscsscessccssccvcccsccssccccccsccsscevcccscesscevscescesscesscescesscescceecs 39 CUSTOMIZE OL VIEW rests ears atta are tags dei ds 39 ADDING MAKING ACTIVE OR REMOVING COLUMNS IN CUSTOMIZE VIEW sssscccceesseccceceesecccecaeeeecceeaueeeceeeauneses 39 SAVING YOUR CUSTOM BUILT VIEWS a is 40 YOUR CUSTOM DATABASE uns aa 41 o A satieasse ane 41 SAVE OR OPEN SYSTEM CONFIGURATION SETTINGS AS TEMPLATE S oocccoocccnnccnonccnnnnccnonccnonacnnnncnnonocnonocnononnnnnonononos 41 OPEN A TEMPLATE AND REPLACE SYSTEM CONFIGURATION SETTINGS ccccccccsccsscceccesccescenccescenssenscesceuscesscesceuscs 42 VIEWING DATA IN DIFFERENT WAYS cece eeeeeeeeeeees 43 DOR TINC DA Toa a Ee OR AC A Re I ON A Oe Oe es HE TO 43 ALTERING THE VIEW BY FILTERING TO LIMIT ASSETS AND DATA PRESENTED ccccsccsccsscsscscesccscescesscsscescescenss 43 PROGRAMMABLE SORTING FILTER EDIT FILTER cccccsccssccscccsccssccsccessessesscesceuscesscesseesseccesseussesccesseuseenscesees 44 RESTORING ALE SCAN DATA TO VIEW aarian ena a a a
39. Left click on the box in the Keep History column to include the field With the field will have history details kept and with LJ blank it will not be kept 19 To Change a field name Left Click in the User Defined Title field Change the name The usual text edit functions can be used Move the curser out of the field and the change is saved Pay attention to the Data Type so that you do not try to change a date field to hold text or currency information Click to complete the selection Step 2 Setting up the IN OUT Batch Entry Form screens for data entry printing of assets coming in or leaving To customize the Batch Entry Form proceed as follows This process is accessed through the drop down menu under Customize Forms Customization at the top of the program window You may wish to name and save a custom asset view and then select this view box at top right on Customize Input Window See Saving your custom built Views on page 31 in this manual on how this is done Left click on Customize in Menu Bar and Left click on Form Customization Left Click on Batch Entry in the list Left Click Edt e Customize input Form Name Batch Entry Form Type Select Current view All Assets View Liser De Doo lalo Field Cost Decimal Batch Entry Cost to Repl Decimal Cross Refer Text Field Title Entry Order Date Acquired Date Date Assigned Date Memo Department Long I Descript
40. Long Integer Lo Decimal Decimal Text Date m Date Acquired o Date 0 o hel Date Assigned m Date Duel Returned Date AECE LI C ES e O E ist E LI a E w B la L View System Column Titles To Change a field name Left Click in the User Defined Title field Change the name The usual text edit functions can be used Move the curser out of the field and the change is saved Pay attention to the Data Type do not use a date field to hold text or currency information Click sees selector ty finish Note clicking on the View System Column Titles will cause another column to appear with the actual heading names used internally by the program Unlikely you d ever require this information Setting up the Audit Trail Keep History You may wish to track changes made to some fields such as Assigned Department so that an audit trail can be maintained Left click on the box in the Keep History column to include the field With the field will have history details kept and with blank it will not be kept Adding Images to Assets Record To add images the image field has to be selected and made active The images must be either a bitmap gif or jpeg file type You will not wish to use too large an image file size as these would take up a lot of room in database We recommend that you download a free Microsoft program for converting image files into a more compact size http www mic
41. P THE AUDIT TRAIL KEEP PISTOR Y salas id is 24 ADDING IMAGES TO ASSETS RECORD c csecssccsccsccsscccsccscesscsscsccscescescessesscuscescescessessessesscuscescescessesseusescuscussenss 24 SELECTING SETTING ASSET ID S BAR CODE FS 25 GENERATING ASSETID Ss CBAR CODE Suda 26 CUSTOMIZING ASSET DATA ENTRY FORMS oonan 27 TYPES OF CUSTOM FORMS YOU CAN DESIGN NAME AND RECALL NOTE THAT THIS REFERS TO THE TYPE OF FORM AND NOT THE NAME YOU MAY GIVE IT AFTER CUSTOMIZING ococccnccccccccnnnnncnnncnnnnnnnnnnnnnnnnnncnnnnnnnnnnnnnnnnnnnnnnnnnnss 29 Add Asset Enty FOM eriein A A A 30 Edit Asset Enty Tonen iraan T E A E a 30 Batch AdTAS cS Tona a a a a a a a A 30 Bate Ed ASES TOM A E 30 In Out form is simply a renamed and saved Batch Add Assets FOrM oooooonnnnnnncnnnnnnnnnnnnnonnnnnnonnnnnnnnnnnnononnnonnnnnnos 30 FORMS CUSTOMIZATION oo iaa 30 CUSTOMIZE ADD ASSET ENTRY BATCH ADD ASSET amp BATCH EDIT ASSET FORMS cccccccceccesceesceescesceesceeseeess 32 TO CHANGE THE FIELDS ONAL Belicia tress sta vices lart atest OS 33 ACA Wal WS Sata rer eter at RP OS a RE ae A O TE POR OED aR DRT 33 TON CHANGE THE INAME ONDA LAB SAS a ASS 34 Ged 25 Sa dE al Bd 29 AB ep me RD RE AN Ont RTE en OO OR SO Oo ET i Eee Da 34 FB BBY On y We Wee Cou dev e SS 34 SPEED UP DATA ENTRY WITH LOOKUP TABLES ccccscccsccssccesccucccsceucceuccucceccenccusseucseuceessenccesseussesscesseuscesceusceuscs 35 MAINTAINING
42. POLICY LIMITATION OF WARRANTY FOR TRAKKER SOFTWARE These programs and accompanying written materials are provided as is without warranties of any kind either express or implied including but not limited to the implied warranties of merchantability or fitness for a particular purpose NEITHER THE AUTHOR NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THIS PRODUCT SHALL BE LIABLE FOR ANY DIRECT INDIRECT PUNITIVE SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR ARISING OUT OF THE USE OF THIS SOFTWARE INCLUDING WITHOUT LIMITATION LOSS OF BUSINESS REVENUE PROFITS GOODWILL USE DATA ELECTRONICALLY TRANSMITTED ORDERS OR OTHER ECONOMIC ADVANTAGE HOWEVER THEY ARISE WHETHER IN BREACH OF CONTRACT BREACH OF WARRANTY OR IN TORT INCLUDING NEGLIGENCE AND EVEN IF THAT PARTY HAS PREVIOUSLY BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES LIABILITY FOR DAMAGES WILL BE LIMITED AND EXCLUDED EVEN IF ANY EXCLUSIVE REMEDY PROVIDED FOR FAILS OF ITS ESSENTIAL PURPOSE Nothing in this Statement of Limited Warranty affects any statutory rights of purchasers that cannot be waived or limited by contract This warranty gives you specific legal rights and you may also have other rights which vary from state to state and jurisdiction to jurisdiction The only updates to software that will be provided are at the sole discretion of Cressman Consultants Limited and shall be available on their web site www t
43. Tablet PC Edition Windows Server 2003 R2 Datacenter Edition 32 Bit x86 Windows Server 2003 R2 Enterprise Edition 32 Bit x86 Windows Server 2003 R2 Standard Edition 32 bit x86 Windows Server 2003 Service Pack 1 1 The program uses Microsoft NET Framework extension and run time Microsoft SQL Server 2005 Express database Some or all of this necessary Microsoft software may already be installed along with your computers operating system 2 This program is licensed for use without charge for a 30 day evaluation period Upon purchase an unlock number key will be provided for use in activating the software and remove the initial time limitation 3 The setup wizard will run to install AssetTrakker and test your computer for the correct version of Microsoft Net framework dotnetfx exe and SQL Express files at install time If needed our program will install this framework as well as database software It has been reported that occasionally depending upon users workstation configuration SQL Express may not properly be installed by our system and require manual installation See FAQ on web site www trackitsoftware com If you choose not to install the Net framework or SQL Express components you cannot open or use AssetTrakker 4 You will need about 77mb of free hard disk space for the AssetTrakker program installation 5 Ifthe Net framework and SQL Express components have to be added to your operating system approxima
44. Y In the event any provision of this license agreement is found to be invalid illegal or unenforceable the validity legality and enforceability of any of the remaining provisions shall not in any way be affected or impaired LICENSE The program is licensed for use on one or more computer workstations a certificate at time of purchase is issued indicating the number of computer workstations licensed PRIVACY POLICY We maintain a database of all registered users This database is not made available to outside firms When purchasing this software a client information page is part of the purchasing process Information gathered from you is secured in our registered user database and is used only for the provision of this software and to notify you of any upgrades or fixes that may become available 6 We may from time to time make you aware of items that will enhance your productive use of the software We do not share your information with others without your permission except for the installation and service of this software as may be needed Our Registered User Database is used to verify program validity to issue upgrades and to generate unlock codes that might be necessary for our customers System Requirements Supported Operating Systems Windows 2000 Professional Edition Service Pack 4 Windows 2000 Service Pack 4 Windows Vista Windows XP Home Edition Windows XP Media Center Edition Windows XP Service Pack 2 Windows XP
45. ables editing of the information Require Password the user login and password is required before allowing user to access License Information window Read Write full access In our opinion only the Administrator would require access to this Lookup Tables Controls user s ability to access the Lookup Tables window Available Options None hides the menu item used to access this function from the Customize menu Read Only allows the user to view the Lookup Tables window but disables editing of the information Require Password the user login and password is required before allowing user to access Lookup Tables window Read Write full access Manage Views Controls user s ability to access the Manage Views window 93 Available Options None hides the menu item used to access this function from the Views menu Read Only allows the user to view the Manage Views window but should display the error prompt if the user attempts to access the window functions Require Password the user login and password is required before allowing user to access Manage Views window Read Write full access Open Template and Replace System Configuration Settings Controls user s ability to access the Open Template and Replace System Configuration Settings window Available Options None hides the menu item used to access this function from the System
46. ach user and is used to log in to the program just type the name you wish to use into the field provided The second field called Full Name is used to add this person to User List To set a password for the new user select the Set User Password option in the navigation bar This will call up the Set User Password window Set User Password Guest Cancel Done Passwords can be made up of numbers letters and special characters and can be of any length We suggest passwords be at least 6 characters in length to ensure that they are hard to guess Click Done when complete The new user will be now available for you to set access limits on Set User Policy This the next step so select Set User Policy from the Create Security User window Set User Policy Guest E Eg Administrator Permissions Guest User Permissions Cancel Done In the Set User Policy window you will find the Security User Roles currently defined in your system New Security User Roles can be created edited or deleted at any time and are then available from this list to assign to each user account This is explained on next page 84 From the list one or several Security User Roles you setup can be selected to apply to a particular user Security User Roles are concurrent so you can setup several Security User Roles controlling different areas and assigning them in any combination more than one to specific user account Click Done
47. adds detail in addition to make model and serial number text field This allows for the collection and display of more information about the asset For example if it is a computer you might want to list details of the hardware configuration or even the programs installed on it A text field The department using the asset This is helpful for listing assets by department to assist with an audit This has a look up table Building department division etc Good field to have so that a search sort can give you a clear overview as to where assets are located This has a look up table Necessary if you have assets in the personal possession of an employee who may have these assets off business premises This has a look up table Useful if assets are moved around or for telling how long an asset has been at its current location Only date entry allowed drop down calendar provided The anticipated date when the asset will no longer be useful Date field Source of funds if provided by Bond Issue outside funds loan or a grant Text field Total cost of acquiring an asset This is a number field type and decimals are allowed It gives some idea when replacement might be required Only a date entry is allowed A drop down calendar is provided Indicates that an asset has been disposed of Check Box V indicates Yes Date asset was disposed of Only a date may be entered Drop down calendar provided Used if an asset is not u
48. after selecting the desired user policies The user settings have now been defined Click Done in the Create Security User window to apply these to the user To edit a user account select a user from the User List window and then select the Edit User option from the navigation bar Follow the same steps as outlined above to set the user log in name password and access policies To remove a user account select a user from the User List window and then select the Remove User option from the navigation bar Confirm the deletion in the following prompt to delete the user Creating Editing Removing Security User Roles Security User Roles can be created and edited through the User Roles List The User Roles List is accessed by selecting User Roles List from the drop down menu this appears when you click on System in the Navigation Bar or from side option panel if open Security User Roles List Done 5 Create Role Edit Role Remove Role Role Title ae administrator Permissions Guest User Permissions The User Roles List window lists the Security User Roles that exists with in your program Security User Roles can be created edited and removed To create a new security user role select the Create Role option in the navigation bar or in the options side panel if enabled This will bring up the Create Security Role window Creating Security Role E Done E Cancel set Permissions 85 Give the
49. al operator And Or Not And Not Or e Add a new condition to the group e Add a new logical group Clear All removes all conditions This menu item is displayed for the root logical group Remove Group removes the focused logical group This menu item is displayed for the child logical groups 12 F2 Shortcuts Navigating Through Elements Shortcut Description UP ARROW Moves focus to the previous condition DOWN ARROW Moves focus to the next condition LEFT ARROW Moves focus to the previous element within the focused condition RIGHT ARROW Moves focus to the next element within the focused condition Filter Criteria Editing Shortcut Description Activates the focused operand s editor ENTER If the focused element is an operand activates its editor or closes it saving the changes made Otherwise the element s context menu is shown SPACE If the focused element is not an operand shows the element s context menu Otherwise the operand s editor is activated and its content is replaced with an empty string A character Activates the focused operand s editor and replaces its content with the typed key character ESC Closes the active editor discarding the changes made ALT DOWN Ifthe focused element is an operand its editor is activated Otherwise the element s context menu 1s shown E gt Filter Builder And Ctrl ae OrderID CustomerID Order Date Ship via Freight Ship Ci
50. bert Pierrot m iT Tara 1 gt Set up various printing options For the current view The submenu for Behavior can be used when you are doing reports that involve views particularly those utilizing the group sorting function to present data in certain ways 57 Options Behavior Gubovvidkh All Details All Groups PrintStyles Printable Component Editor Preview Product Mame I Tofu Mascarpone Fabioli This is a description i Manjimup Dried 4pples J This is a description fi Ravioli Angelo aT This is a description fi Camembert Pierrot This is a description f gt Set up various printing options For the current view Using Behavior could give you a report looking like the one below Asset Location 005673 Georgia Set the Margins Date Assigned 6124 2006 6 21 2006 6 24 2006 7114 2006 7112 2006 6 24 2006 6 24 2006 6 24 2006 6 24 2006 Make Department testr test Accounting 999 If the data columns are wider than the margins can accommodate they can be reset Left Click on the File menu From the Preview Window Left click Page Set up In the page set up window you can set the margins select the paper size and orientation You can also set the printer and printer options Left click OK when done 98 Using a Microvision ROV Scanner AssetTrakker was designed built and optimized for use with the Microvision ROV an
51. ccess to this functionality Batch Add Assets Controls user s ability to access the Batch Add Assets window Available Options None hides the menu items used to access this function from the Scanner menu and the Scanner icon menu bar Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Batch Add Assets window Read Write full access Batch Edit Assets Controls user s ability to access the Batch Edit Assets window Available Options None hides the menu items used to access this function from the Scanner menu and the Scanner icon menu bar Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Batch Edit Assets window Read Write full access Check for Updates Controls user s ability to access the Check for Updates window Available Options None hides the menu item used to access this function from the Help menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Check for Updates window Read Write full access 89 Check Leases Warranties Controls user s ability to access the Leases Warranties window Available Options None
52. ccssccceseccesececesccceseccenecceeceeuecceescceeecssecesnceeenes 60 AUDITING ASSEL SADA TECHO ELA NDING iis ad Se 61 EDITING A NUMBER OF ASSETS USING SCANNED INFORMATION cccssccceseccesececscceesccceneceeneceeuscceeneceeeceseeceseceeeues 61 BACKING UP traia AA A dE 65 RESTORE PROM BACK UP venar se cesecna sins oanectetanisensede ear IA asii ir 66 ADDENDUM 1 MOUSE AND KEYBOARD 00c eee 6 SPECIAL MOUSE AND KEYBOARD ENTRIES TO ASSIST IN SPEED OF PROGRAM ACCESS AND FUNCTION 00ce00008 67 OPERATIONS ACHING UPON CELLS iia 67 OPERATIONS ACTING UPON ROW S a tin 68 APPLYING SORTING BY THE VALUES IN COLUMNS WITHIN GRID VIEWS oooccnnccnoccnccnnconiconccnnronoconocnnconaconocnnccnaconicos 68 COPYING SELECTED RECORDS TO THE CLIPBOARD oi nana 69 FILTERING TO PRESENT DATA IN DIFFERENT ORDER RANKING ETC IN GRID VIEWS cccccseccsssccssccesccesccesceesceuscss 69 GROUP VIEW DATA creea E iaa 69 EXPANDING AND COLLAPSING ROWS WITHIN GROUP SORT VIEWS ooccoccnnccnccnnocnnccnoconocnnconoconocnnconaconccnaroniconocos 69 ADDENDUM 2 PROGRAMMABLE SORTING FILTER 11 WHY USE ADVANCED FILTER EDITOR ccssccssccssccvccosccssccscccscesscevccescesscecccescesscesscescesscesscescescesscescesscesscescessees 71 PIETER EDITOR tl aN T2 SHORTCUTS on r electos 73 Navigatins Throusbh Elements a ii a ie 73 A o o tics sant is sat aa ticananinace See auton talecedemammetpenaties 73 Mands mo Biller Condos id cies 74
53. cess the Forms Customization window Available Options e None hides the menu item used to access this function from the Customize menu e Read Only No effect Reverts to None setting e Require Password the user login and password is required before allowing user to access Forms Customization window e Read Write full access Generate Barcode Sequence Controls user s ability to access the Generate Barcode Sequence window Available Options 92 None hides the menu item used to access this function from the Tools menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Generate Barcode Sequence window Read Write full access Import Data Controls user s ability to access the Import csv file window Available Options None hides the menu item used to access this function from the File menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Import csv file window Read Write full access License Information Controls user s ability to access the License Information window Available Options None hides the menu item used to access this function from the Systems menu Read Only allows the user to view the License Information but dis
54. chased and unlocked from the 30 day trial use the software is fingerlocked to the specific computer it was registered to You are free to move it to another computer BUT first you must follow a series of steps to remove from initial computer See Activation details for full explanation Guide to obtaining best results from Administrators Manual It is important to understand why so much information is provided AND that a lot can be ignored or skipped over if you won t need a particular function If you want to use some functionality and not others you can If you want your input screen or view of data to look differently then we show you how to do that It simply isn t possible to get each of you the exact and right solution to your asset management unless we let you do modifications and make choices to suit your situation You have some thinking planning and execution to do Once you ve done that the finished program is straightforward and easy to use If you think a DIY setup is too difficult we can put you in touch with a VAR Facilitator who will charge you to do the tweaking and modification you need Our intention 1s that a few hours of your input results in a very custom program that would otherwise cost thousands First step we suggest is to print off for reference Addendum 3 at rear of manual using it to select and perhaps change the names of data fields you ll want to use In reading the Administrator s
55. code Prefix most of us will not If you don t then skip to the Barcode Number Length without prefix box Barcode Prefix Length If you chose to use a Prefix then here you enter how many alphanumeric characters you wish to use Default Barcode Prefix Here you would type in the Prefix characters Pad Prefex From This setting only applies if the Use Barcode Prefix box has been checked This is used along with the Pad Prefix With box to have the program automatically pad the barcode number with a prefix from the left or right 25 Pad Prefix With Here you chose whether to pad the Prefix with either a letter or a single digit number Example You may have some of your assets labeled ABxxxx and some labeled Bxxxx You would set the prefix length as 2 with a default prefix of AB This would insure that adding a new asset will automatically follow the correct barcode format of ABxxxx By setting the Pad Prefix From to left and setting the Pad Prefix With to A the assets labeled with the barcode format of Bxxxx would be padded with A from the left Barcode Number Length without prefix Everyone must fill in this box with the total number of characters to be used in their barcode asset id number sequence 1234 equals 4 as does ABC1 00001 equals 5 as does 10234 a prefix of AB and number series of 0001 equals six Pad Barcode Number With Pad Asset Number bar code number fro
56. d containing the information that will be the same for all of the assets to be added as a batch If you leave a field empty an empty field will be entered Complete the fields and Left click The program downloads the data in the scanner s memory and a Batch Listing window appears with a row for each barcode scanned The common data is included in each row You may edit the fields as needed to enter additional data that varies from asset to asset such as serial number or description When your data is correct Left click Save Changes You have made changes to the data we Would vou like bo save your changes now Press Yes to save changes Ho to skip changes or Cancel to return to display Yes Mo Cancel Auditing Assets Batch handling This is something most people will want to implement as a yearly audit ensures you have what you think you have as well as letting staff know you are keeping track of assets Auditing with pen and paper takes much more time than if a barcode scanner is utilized For auditing you must select the column headings audit date and likely set this for keep history In addition you may wish to input and track the auditor and perhaps audit scanner Id although these fields are not totally necessary Note that you can print off a list of assets and manually audit assets Later enter details about audited assets into AssetTrakker Downl
57. d legacy Flic batch capable scanners While our software works well without a scanner a scanner can be a time saving tool These scanners have an innovative laser scan engine The scanners are connected to a computer workstation using a 9 pin serial interface cable with an RCA mini jack on other end for connecting to the scanner A serial to USB conversion cable is optional to connect the scanner to a USB port instead of a serial port A fresh set of alkaline batteries can last as long as 12 months scanning approximately 100 barcodes per day Two different scanners models are available the ROV scanner and the legacy Flic scanner To use the scanner aim it on a slight angle towards a barcode Press and hold down the trigger button A red laser line will appear Guide this laser to cover the entire barcode you wish to scan A beep is heard and a green light blinks when the barcode is successfully scanned If you do not get a beep and if the green light does not blink the scan was unsuccessful Try again by adjusting the scan angle and repeating the steps above Practice Scan some barcodes An operator should become comfortable with the scanners use and be able to quickly scan a barcode getting the beep and blink associated with a successful scan After practicing you should CLEAR the scanner s memory of practice scans You do this by scanning the clear bar codes barcode provided in the manufacturer s scanner man
58. d row height width There are two ways to adjust the column width You may click on the Best Fit button at the upper right of the screen OR IN THE ROW CONTAINING THE COLUMN HEADINGS you move the curser to line separating the columns left click and drag left right to change the column s width To change height of rows you simply move the curser to a line separating rows and when up down arrows appear you left click and drag to obtain desired row height Customize your View By moving columns it is possible to put the columns in the order that provides the best flow of information for you On start up the asset information is shown with columns arranged across the screen in one row This may result in columns extending beyond the viewable screen which can be viewed by scrolling sideways You may prefer to see all columns headings fields on the screen drag some of the headers down a row so all your asset data shows on the screen Point to the header you wish to move To move a column Press amp Hold the left mouse button Drag 8 Drop the column to the place you want it If the column drops into the wrong place repeat the process until it is where you need it to be If it drops to a lower line you will have to drag it back up A quick way to hide a column that you do not want on the screen is to drag it down the screen until a large X appears at the side of the title This could happen accidentally Do not panic if this happens The colum
59. d view to show on start up Saves the current view and allows it to be named differently Opens the print preview screen Refreshes View Launches the Customize Grid Window Very Important here you set up what fields column headings are shown on a view Opens the Export window Configuration of Scanner Calls up Form with details of asset scanned Edit window for asset scanned Download batch scans with common predefined fields Download batch scans into window for edit and review purposes Entry forms are used for things such as Auditing History of Batch Scans done Launches the Check Service Agreements Warranties Expiration Window 17 CUSTOMIZE SYSTEM WINDOW HELP Icon Navigation Bar Lookup Tables Fields selection Forms Customization Show Options Panel User Lists User Roles List Backup System Restore from Backup Save System Config Settings as Template Open a Template to replace System Config Barcode Settings License File Close All Open Windows List User Manual Online Support About Check for Updates Deactivate License required step in move to new computer or computer upgrade A tabbed window shows the tables for editing printing and updating data that you can change Selects fields for use Edits field names Enables the customization of Data Entry forms used by the system Edit existing forms add new forms or delete forms not needed Tur
60. day 74 Addendum 3 Column Headings Worksheets To make the best use of your time and effort setting up the AssetTrakker program for your use you will need to decide what data you will record You can avoid searching for invoice copies at a later date if you have the correct information where you can search for it on your computer To assist you in deciding which columns you will want to set up below is a list along with notes on their likely use Note you can draw line thru the preset Data Field name and under it write the name you want to set for that data field to assist in process of activating and setting data fields you want in your solution Remember when changing names of fields that you can t use a date type field for text or boolean Asset Asset identification number System YES speed IO IO Lookup Audit Date The date the asset was last officially identified Audited At Where Asset was when Audited Auditor Record name of person Text who performed audit Business Use Used if an asset is not used Whole full time by the business Number Cross Ref Perhaps to cross reference Whole to some earlier asset Number Condition Present condition Text with Lookup Cost Total cost of acquiring an Decimal asset Cost to Repl An estimate of the cost of Decimal replacing an asset da DO IO PO Date Assigned Date assigned to a person or department Date Due W
61. djust to 100 a 2 normal size Fitto 1 E pages wide CE Cancel Hand Tool Typical Windows tool to move and drag the print preview screen Magnification Tool Magnify Reduce and Zoom are similar to controls found in other Programs A 100 MA Previous Next Page Controls Jump to first page go back to previous page move to next page and jump to last page K 4 55 The next Set of Icons or function control buttons will not be often used but are powerful H CAIMEN From left to right these controls are Multiple Page Background Color and Watermark Next comes Export Document Send Doc by email and Exit Close the Preview Finally the drop down list at the end of the tool bar allow you to customize the Print Menu Bar Adding a title to your Print out Left Click on the Header amp Footer Icon and the Header amp Footer window is presented This allows you to enter text and other items into both the header and footer Select fonts for Place text into Header and footer header amp footer Left side Centre Right a o snes Header E H ol Fo Microsoft Sans Serif a 5pl i a Footer 3 rows of text may be used E 1 ol Font Microsoft sane Serif 6 Op 3 rows of text may be used E BES EE gt Page of pages date time username image Enter the text for the Title of the report in the way you want it to print Select the options such as print date and page numbers
62. doing so directly on the open Grid View Window or by using one of the customizable Forms provided for you Sometimes it s easier to use one method and sometimes the other depending upon number and amount of information being entered or modified Add Asset Form Window A Left click upon E Done 2 Close aa Detail History Help General Lease Warranty Service Picture Asset Assignment Description Mew Asset Type se Model Department se Location se Make Seral Memo Using this form which you can customize may be easier than entering data directly onto the grid view It is broken down in the same manner as the Edit Form Adding Images to Assets Record Left click in the image column in the row where you wish to add a picture you do have to have the image field active in order to attach the picture Now click on Picture and load the picture from where you have stored it on your computer Editing Records on the Grid within Views Grid Windows allows editing of multiple assets without leaving the view To enter the edit mode double left click on one of the grid cells usually in the cell you wish to edit You will find it easier to show only those columns that you need to edit for quick referencing Enter Edit Mode Double left click in a data cell Left Click in the cell you want to edit Make the change needed Note that standard shortcut keys Ctrl x for
63. dow This window gives you the opportunity to make adjustments to the data before entering it into the system Once you click on the Accept button this information will be added to the Database The editable grid window used during this process can defined and selected in the Customize Form window It is best to have the editable grid view use the same fields as was used in the associated custom form window Certainly you can add additional fields to the editable grid view For example if you have a serial number field and are adding in 20 Compaq laptops you would be able to detail the serial number for each entry before accepting the information into the database Making up a Custom View Window is a pretty simple operation explained well in our manual Some might only want to have 3 or 4 of these Views but 10 or more wouldn t be excessive Customize Add Asset Entry Batch Add Asset amp Batch Edit Asset Forms This process is accessed through the drop down menu CUSTOMIZE at the top of the program window Left click on Customize and Left click on Forms Customization Left Click on Add Asset Entry Form in the list or name of other form you are customizing or double click to call edit Left Click 32 Forms Input Customization Close 7 Create New Form a Edit Form _A Remove 6 Help Remove the currently highlighted Form Drag a column header here to group HSE t et att Form
64. e Edit Asset data entry window has four tabs Fields you want in a tab may be missing or the fields may not be in the order that makes entering data simple Alternatively you may not want all of the fields that are originally set up for entry All of this can be customized See Customizing Asset Data Entry Forms Asset Entry Form 00001 SEs ey Done 2 Close Detail History y Help General Warranty IN OUT Audit Type Computer se Make H F Model Description 1800rmhz Location Head Office Department Acct Value 0 00 Condition Used By se Memo Removing an Asset Record Select the record to be removed x Left Click the remove Icon A Click Yes in confirmation Message Delete Asset Remove this Asset D ss New Asset YES Po Find An Asset A Quick Find is explained in detail in the scanner use section Setting Access Policy for Users 90 The Administrator has full access to both User Lists and User Roll List as access is automatically set up at the time of installing this program If only you the Administrator are using this program then you will not have to read further or make any changes If you are going to allow other users access to this program and the database it may be prudent to allow these other users limited access This prevents deliberate or inadvertent corruption of your asset data Since most users will not set different levels of access we have placed
65. e setting Require Password the user login and password is required before allowing user to access Create New DB window Read Write full access 90 Database Action Window Open DB Controls user s ability to access the Open DB option from the Database Action window Available Options None hides the menu item used to access this function from the Database Action window Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Open DB option Read Write full access Database Action Window Save DB As Controls user s ability to access the Save DB As option from the Database Action Window Available Options None hides the menu item used to access this function from the Database Action window Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Save DB As window Read Write full access Delete Assets Controls user s ability to Delete Assets from the Asset Grid Available Options None hides associated icons to prevent user s attempts to access the Delete Assets functionality from the asset grid Read Only No effect Reverts to None setting Require Password the user login and password 1s required before allowing user to Delete Assets Read Write
66. e ability to import save and switch between templates can be a powerful tool When you initially run AssetTrakker what you see is actually a template with a certain number of column headings chosen by us as well as certain views of the data screens and entry forms with some data to work with This setup might be close to what you want or we may have another sample template available from our web site these are being developed by ourselves and end users that would be even closer You will likely make your own changes as it s easy and save your resulting template perhaps to pass on to someone else or just for your own use You might even want to use several different templates switching between them for specific control If you are installing AssetTrakker on a number of different workstations you ll use a Template to setup each workstation from your initial master setup Template importing and saving 1s easy to do and 1s explained in detail See Templates 14 Keyboard and Mouse Use We have followed as much as possible the same mouse keyboard use you will find in Microsoft programs Left click on mouse double left click right click in cells 4 way scroll pointer accessed by pushing down on mouse scroll wheel are all used Keyboard keys such as Arrow tab ctrl space can be used in different ways to move and access functions They might seem difficult on first use but can speed things up f
67. eet type mate modei Description tocaton Deparment vee condition Usedey our Tereneyinrrom Date puen omo compar ue ieoomhe Heads ace oo ia Joon computer e face end fic Producten 40 00 nao a a a E gt 00004 Computer H P 2 2 Ghz Sales Office Sales 0 00 MAS 1 1 2000 a a ooo fermer xerox foom pedi fico ace 000 ja oor erter frr soom Head fic Production 0 00 E ion oos fermer xerox eop Head fic Production 0 00 E en unos peter frere fomm __ Headffce ome g000 O ia ooo office Fun stanfietd foes read fic ace 9000 w ooon office ur stafitd foes read fico ace oo O SL ja oore office ru staid foe read fico aces 000 E aja ACME A ES CI A O Y e 1 1 2000 Menu Bar The Menu Bar acts as other Windows based programs do Left click on an item and a sub menu is revealed Li views Scanner Tools Window Help Es CoN ACOM Close 4ssets Form Database Action Window Import as cs File Export as cs File Switch User Exit AssetTrakker On following pages are explanations of the menu bar items and the drop down action items associated with them 16 MENU OPTION FILE EDIT ACTIONS ASSET VIEWS when Asset Grid window IS open SCANNER TOOLS COMMANDS eoeee Close Assets Form Database Action Window Import csv file Export as csv file Switch User Exit Asset Trakker Cut ctrl x Copy
68. es of fields column headings IMPORTANT If you are importing asset barcode numbers these numbers MUST be in the same format as will be used within AssetTrakker Do not import barcodes with 4 digits 0001 if you intend on using 5 digits 00001 because the 4 digit barcodes will be padded in order to format the barcodes into a 5 digit barcode 63 Select the Import function in the File Menu The Import Data Window will appear igs BAR File to Import ii Files must be comma delmited text files Insert Barcode Barcode Pretix starting Number Available Fields Fields to Import Cost Cost to Replace Date Acquired Date Assigned Department Audit Date Add gt Audit Scanner ID Cross Reference Description Disposed lt Remove Disposed Date Disposed Details Effective Date Deptn Expected EOL Insured for Move U Lease Lo P Lease Start Leased Move Down Location Memo Type Used By vendor Waranty Waranty Expiry All lt lt Remove All Locate the CSV file using the browse key If you are not importing bar code numbers along with other columns of data and wish to assign numbers to these imported assets then you check off Insert Barcode and enter prefix if any and starting number The next step is to arrange the AssetTrakker system to recognize and properly handle the data in your CSV file You must arrange the column headings
69. essary and entering asset information can be time consuming limiting the number of fields column headings is a good idea Just keep in mind that an extra column or field might make later sorting or drill down to view asset information in a useful way Gathering your Asset Information How you perform this step depends upon your situation In our discussion we assume you do not have existing asset information in an existing excel spreadsheet or other format as if you do then you d be importing that data to save time Some steps you will take are the same no matter where you start from while some steps discussed might not be applicable to your situation Starting your Asset Listing and Numbering from Scratch This does have advantages because you re not stuck working with any inherited system Of course it s more work than just import existing asset information Collecting asset information is work Getting this information into AssetTrakker accurately with as little work as possible would be nice Thinking about and planning can help make this easier First work with AssetTrakker to setup the program the way you 1l want it once all your asset information is input and practice with test data to become comfortable with how it works Next you are going to create data sheets that you will have people write in information about assets under their control You might be the one doing the data collection OR my preference give it to
70. ets Batch Edit Assets Help Icon with drop down selector icon Add Assets Edit Asset Remove Asset Duplicate Asset Search Assets Print asset Print View NAVIGATE TO e Home Page icon will close all windows and display the home page e Launches the Asset Grid Window Quick access to commonly used items Also found under Scanner Menu Item e Calls up Form with details of asset s scanned e Edit window for asset scanned e Download batch scans with common predefined fields e Download batch scans into window for edit and review purposes Edit Forms are used for purposes such as Auditing e Allows user to select items that are also listed in the Help menu bar option e Opens an Asset Entry Form for adding one or more asset numbers and with or without details e Opens an Asset Entry Form to allow changes to the details of the selected asset record e Deletes the currently selected asset record e Allows the entry of several identical assets or very similar assets Uses current open view fields e Searches the database for a selected asset number and opens the Edit Asset form e Opens the Print Window with the selected asset details for formatting and printing e Opens the Print Window with the current view for formatting and printing 19 Selection of Column Headings Fields You choose the column headings data fields you want and can easily rename one s we p
71. from view until the filtering as been removed You can save this new view under a different name for recall at a later time Point to the symbol Description AR at the right of the header that contains the data you wish to filter this icon will appear when you move curser over column headings Left click this icon and a drop down list appears To filter assets by a single column value Left Click on the value you would like to filter by Records for all other possible choices are hidden To restore the full list of assets repeat above and from the list select All To show more than one selection 43 Select Custom and an easy to use Autofilter appears Custom AutoF ilter Show rows where Asset Type equals w computer 44 Oan Sor equals w monitor 44 Left click in first box and Choose equals Point Left click the V mark in the right hand upper box to call up a list of choices Select your choice Left Click a Cir the Or selector Left click in first box on the second row and Choose equals Point amp Left click the V mark in the right hand lower box to call up a list of choices Click The Asset Grid now shows only the asset records where the column used contains one or the other of the parameters selected A message at the foot of the window reminds you of the selection mode Do this on two columns and you can further format or limit the data shown Some data can be grouped by using is greater than a
72. function from the Views menu and Asset grid Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Save Current Views As window Read Write full access Save System Configuration Settings Controls user s ability to access the Save System Configuration Settings window Available Options None hides the menu item used to access this function from the System menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Save System Configuration Settings window Read Write full access User List Controls user s ability to access the User List window Available Options None hides the menu item used to access this function from the System menu Read Only allows the user to view the User List window but should display the error prompt if the user attempts to access the window functions Require Password the user login and password is required before allowing user to access User List window Read Write full access User Roles List Controls user s ability to access the User Roles List window Available Options None hides the menu item used to access this function from the System menu Read Only allows the user to view the User Roles List window but should
73. have to lose the test database and can keep it for training purposes Click the File in the Menu Bar and then click on Database Action Window A number of choices are offered click on Create a New AssetTrakker Database Fo Home A Asset Grid Scanner 6 Help E Done OpenDE Create Mew Db 4dd Existing Ob to List save Db s Remove DE i Help Now you will enter a name for your new blank database and can either approve the default location to save it or specify the location you want Next time you open the program it will automatically open this new database if it was the last database you worked on Enter a name for the new database Select the Select Path button to select the path where you would like the new database to be created in C Program Files Trakker assetT rakker TrakkerD ata Select Path NOTE Any formatting of views column positioning fields selection etc that you did on the trial database will be carried over to your new database as well as any security settings and passwords So any modifications you made during test mode to get close to what you want in your program is not lost and you can continue on with your modifications Templates Save or Open System Configuration Settings as Template s Very useful to distribute your specially named custom views as well as entry forms or to switch between different settings Left Click on the Systems men
74. he previous selection is cleared Selects all rows within the View Applying sorting by the values in columns within grid Views Action In grid Views clicking a column header Selecting the Sort Ascending Sort Descending item of the column header context menu Effect Sorts by the column s values by replacing any existing sort conditions Applies sorting by this column s values in ascending descending order Existing sort conditions are preserved 68 Copying Selected Records to the Clipboard Action Effect Right click in cell or row to obtain drop down Copies the selected records to the clipboard as menu and select copy text These could then be pasted into an email or word doc Filtering to present data in different order ranking etc in Grid Views Action Effect Clicking a filter button within Invokes the filter dropdown Note if filtering is applied the a grid View s column header filter dropdown only displays values that match the filter criteria Clicking on red X in box at Clears all the filtering conditions applied to a View bottom left of view window Group View Data Mouse operations Action Effect Dragging a column header or number of headers from Groups the View s data by the the column header panel to the group panel column s values Dragging a column header from the group panel to the Ungroup the View s data and column header panel displays the column s values Moving a column header w
75. hen asset expected back Returned Department The department using the Text with asset Lookup Description Detail additional to make Text model and serial number Disposed Check box that shows an Boolean asset has been disposed of Disposed Detail Notes on how and where an Text asset was disposed of For some other asset attribute Entered by Person or department entering information Expected EOL The date when the asset will no longer be useful Funded by Source of funds used to Text acquire the asset Lessor The name of the company Text from which an asset 1s leased Do not rename System use Lease End Date the lease ends Date SYSTEM USE ONLY Lease Start Commencement date SYSTEM USE ONLY Leased Check box indicator mil SYSTEM USE ONLY Location Where the asset is Text with Lookup A pasese e o Memo Additional information not Text in another field Effective Date The model name of an Text asset pm Recovered Net proceeds of the decimal Value disposal of an asset Manufacturers Text identification number Taken By IN Used in Tool Equipment Text with prom In out type tracking a Type The broad type of asset Text with Lookup Used by The person holding or Text with using the asset Lookup Value Could be insured value or Decimal book value or actual Vendor The company you bought Text from and may need to approach for replacement Warranty Is asset covered by a Boolean
76. iday September 21 2007 Assets Grid Scanner Help Assets Grid A Add New Asset A E sce ts Josete Jos Jue r E E posar vain contin A ranma oa 0o00 Computer H P 1800mhz Head Office Acct 0 00 1 17 A renoveseected asst ff focone computer ue feza rent fee Producten 000 oons computer e fieoomme saes fo Ses o ni AA posto asset Jus computer e ezee Seles hee sos oo O fie pa joss fermer freres fomm saes ofee saes 000 07 7 ms Jooos peter xerox fiom freado o Ia yw ooo formeer xero soom read ce podios so O 7 eee Jooos fermer xerox pom vead lic rodas oo CI i ES cr von fos pnto xerox fomm __ Headcorico mane 000 O a fooro fee un stenftd foe read dico ace oo ps Select Vow foon ofrceFun stare Desk teodoffce ace wo O j A foooi2 ffeeFun stefts Desk read dico ace 000 i al Ses fos Jooos fotce um sanie foe freado f000 IO a ail Best Ft oors lofrceFun sariek Desk peaaos 000 O Ld i 00016 Office Furn Magnetic Desk Head Office Mgmt 0 00 a 17172 Edit mala Record 1 of 40 olfmloiviixt lt f S f Cle Workstation Workstation TESTDEW Company My Company Name Database AssetTrakker Sql Server User Administrator 15 AssetTrakker AssetTrakker Sql Server Select View All Assets View PA Customize View Save View As Best Fit A a A a a ON as
77. ides the menu item and disables the icon used to access this function from the Actions menu and the Asset Grid respectively e Read Only allow the user to view the Asset Entry Form window but does not allow the user to edit the asset information e Require Password the user login and password is required before allowing the user to access the Asset Entry Form window The window will then act the same as the Read Write option below e Read Write full access User can change asset information Once all tasks have access set click Done to set the permissions for the new Security User Role you ve named The Security User Roles settings will now have now been defined Click Done in the Create Security Role window to create the new role To edit a Security User Role select a role from the Security User Roles List window and then select the Edit Role option from the navigation bar Follow the same steps as outlined above to change the role name and or task access options To remove a role select a role from the Security User Roles List window and then select the Remove Role option from the navigation bar Confirm the deletion in the following prompt to delete the role Task and Access Options Tasks control specific areas or functions with in the program Setting access options will control how a user user account interacts with the program and if they can change or access data We have described each
78. ield Check Box Y indicates Yes Do not rename System use Used to warn when assets have to be replaced or the lease has to be renewed according to the terms of the lease Only a date may be entered drop down calendar is provided Do not rename System Use Commencement date of lease on leased equipment Only date entry allowed Do not rename System Use This column records the date the batch scans of assets were made for audit purposes This column must be present to use the Flic scanner for auditing If no scanner is used you might still wish to keep this field and manually input the date the asset was last seen Only a date may be entered a drop down calendar is provided Record the name of the person who performed the audit A text field type Where asset was when audited A Text field Person in charge of asset A text field with lookup table Custom Column Headings you can set up In addition to the 40 already named column headings data fields there are 29 additional column headings data fields provided that you may name and use for any special situation or purpose Later we will show you how to access and change the name of column headings fields should you wish to do so 5 are Currency type fields 9 are long integer fields for whole numbers 2 are Date field types 9 are memo or text fields 4 are Yes No True False field types Boolean Check Box Y indicates Yes or True Additional Boolean field
79. iguration of field selections and custom entry windows then AssetTrakker will close and have to be reopened This is necessary as it s the way SQL Express must work to ensure data integrity Note that this will backup your database into a separate AssetTrakker Folder or where you direct it to be put in a zip format and easier faster to save and access later if there is ever a corrupted database file Unzip is built into program so easy to perform Go to the Menu Bar and Select System Select Backup System in the drop down list EN Backup system Backup system this will put copies of data configuration files and views into your backup folder You may change path to copy this information onto a cd etc Lett Click 65 System Backup Your backup is complete SS Backup information is saved in F Program Files Trakkerl Asset TrakkeriDatalBackUplTrakkerBackup20061261165 zip AssetTrakker will then close and have to be reopened Restore from backup Go to the Menu Bar and Select Tools Select Restore from backup in the drop down list Restore from Back up Restore from Back up this will restore files from within backup folder OR location path you set to obtain previously saved files Left Click on Begin Restore from back up Restoring From back up data will overwrite our current configuration Press Yes to save your current configuration Press No to overwrite existing configuration without First
80. indow Sele E Begin EJ Cancel Add Assets i Help Number to Create Barcode Pretts Starting Number 00041 General Waranty IN OUT Audit Type Make Model Description Location Department Value i Condition Used By Memo Note that Type is box on top left and beside it is Make below these are Model and Description To change the order the entry boxes appear on your form you have to left click on the field title you wish to reposition and then use the move up move down buttons provided in centre of customization window to arrange how you want them to look 31 One last thing to consider remember we mentioned Custom Views In the right hand corner of the Customize Form window is a box with select default view Done Cancel Form Name Add Asset Entry Form Form Type Stata iRAR eer a van N Select Default View ARENA Fields o ee Drag a column header here to group by Add New lt Left Right gt Remove Rename User Defined Title Data Type f i General Warranty IN 7 DUT Audit 7 add i Fle m Cost Decimal _ Drag a column header here to group by that column lt Remove Field Title Move Up When you use a Form it is to add information to either a single asset or batch of assets After accepting or initiating the addition of information you will be presented with an editable grid win
81. int formatting you do have to save and overwrite the view to capture the new format Printing Reports Reports are basically screen views The Screen View Report can be formatted with appropriate headers and footers if needed by using the Print Preview found under File in menu bar Note that print formatting is saved attached to the view used and potentially saving you some effort the next time this view or modification of it 1s used Prepare the information in the grid window to obtain what you would like to print If you wish you can save this format as a specially named custom view for use again later oho Choose Views Print View from the Program Menu Or click on Icon H Preview Seles File View Background E DBE a b A ITAJA o HA boo E amp alla 19 51 Scroll over the icons with the mouse pointer and the name of the control will pop up The names do indicate what each control will do to the print layout Each icon control is described below in the order that they appear above Print Preview Window Menu and Icon Control Bars Search Find Use this to find asset details in the print area by typing in the detail you would like to search for Find what Search Options _ Match case _ Match whole word _ Search up Customize Use this to set the general look of the print output 92 Printable Component Editor Print Settings Grid View Category Unit Price
82. ion Bar and a Status Information Bar showing the status of the scanner at the bottom The last Asset Data Base used opens upon running the program in the All Assets View On first use the test database called AssetTrakker mdf opens to assist you in learning and practicing program use Database s will be in the location on your drive you selected when you installed AssetTrakker you may of course save in a different location including on a server The view shown on the next page is how AssetTrakker first opens and shows an Options panel on the left and the Asset Grid window on the right Some of you will want to keep this options panel open while others would rather have those functions available on the Asset Grid window Note that for other screen shots within this manual the options panel is turned off showing both views available to you adds little benefit and would make the manual much larger 37 AssetTrakker AssetTrakker Sql Server File Edit Actions Assets Views Scanner Tools Customize System Window Help Home A Asset Grid Scanner 9 Help Thursday October 04 2007 Assets Grid Assets Grid At Add New Asset to es Ce o O A pee e pr poca necio a parae vate pa ea our Talenayin fran K renove soected asset M2 0001 coma ne rooms Head Ofiee ace wo AA Duplicate Asset sl A Find an Asset A 3 Print Asset e 3 Print view love computer ue
83. ion Text Disposed Boolean lt Remove Disposed Date Date Disposed De Text Effective Da Date Expected EOL Date Insured For Decimal _ Lease Co Long I Cancel Preview 80 In the Customize Input window you will make the Batch Entry window work to your needs by choosing the fields that will show on the form and the order they appear Fields shown in the Left panel are the fields available for use Fields in the right panel are those selected for the form The Entry Order column shows numbers commencing at 0 This determines the position of the fields in the Batch Entry window When you look at the Batch Entry Form you will see the user defined tabs on the upper portion of the window and the user specified fields for the currently selected tab on the lower portion of the window Fields are laid out in to two columns The top left is position 0 the top right is position 1 Fields are listed in sequence according to their assigned Entry Order position number Those fields with even Entry Order numbers will appear in the left column while those fields with odd Entry Order numbers will appear in the right column Between the two columns are two buttons to add or remove selected fields In other words fields can be included or excluded as part of the user defined Batch Entry Form Left Click on the field you wish to add or remove Left click or as appropriate The selected field will move to the opposite panel
84. ions on how to proceed The user will press next and will be given an Authorization Request Code which will be finger locked to the new flag values obtained from the computer The user will be directed to the web site Web Activator page Note The user can also call us to manually do this for them 3 On the web site activator page the serial number is checked against the customer database Out of sync recovery is only allowed twice for security reasons Next user will be directed taken to the Web Activator Generator page where user is presented with the up to date computer information and must press click the Generate Activation button Once the user presses this button an activation code and a Certificate of Ownership pdf file will be generated for the user The user then can go back to our software and select the Activate Now option and input the Activation Code provided INDEX GUIDE TO OBTAINING BEST RESULTS FROM ADMINISTRATORS MANUAL 2 GENERAL GUIDELINE TO A SIMPLE FIXED ASSET MANAGEMENT ccscccsscccssccsccescccssceusceesceecceusceusccusceusccuscceseseuscss 2 GATHERING YOUR ASSET INFORMATION io 3 STARTING YOUR ASSET LISTING AND NUMBERING FROM SCRATCH ccccccscccsccssccsccesccuscesccescescenccesseescencsesceuscensees 3 POUTINE TOCE ER Aae te a OR a TST ESO OR en Tee 3 FOWVMAN Ye ASS GS oa cis 3 ASSET MD NUMBERS BAR CODES A eS 4 SETTING UP CUSTOM VIEW Shinee e A A A AE R 4 PRINTING WORKS H
85. ithin the group panel Changes the group order Expanding and Collapsing Rows within GROUP SORT VIEWS Keyboard Key Effect RIGHT ARROW Expands the focused group row LEFT ARROW Collapses the focused group row CTRL PLUS Expands the focused group master row CTRL MINUS Collapses the focused group master row Mouse Action Effect 69 Clicking a group expand button Clicking a master detail expand button Double clicking a row indicator cell Double clicking a group row Expands collapses the corresponding group row and focuses it Expands collapses the corresponding master row and focuses it Expands collapses the group master row Expands collapses the group row 70 Addendum 2 Programmable Sorting Filter You will see at the bottom right of Asset Listing Windows an Edit Filter button Left click on this Edit Filter button to access advanced filtering Assets Listing i ae A fy Select view All Assets View 7 Customize view Save View As Best Fit dA 3 40 _ sine l Add Mew Asset Praga taimini easg here to group by that column Assets sset f Type Model El Description Department Location Date Assigned Cost R El Model test3 Edit Filter M4 H 4 RecordOofO A Why use Advanced Filter Editor If you need total control over the filter condition use Filter Editor You will be able to build filter criteria of any complexity create any number of conditions and
86. kup Tables in the drop down list 36 amp Look Up Tables Entered by Used By Taken By In From Condition Department vendor Type Location Value Active Brown Joe smith Fred O HHH 4 Record 1 of 2 e vs mm el Cancel Done Look Up Tables are presented as a group of tabs in a single window To access a table click on the tab Clicking box on left of Value Column activates the row you wish to edit delete etc The first column Value contains the names that are available to choose from in the drop down list when working in a View Active the second column is a Check box to decide if the item is in use With a Y in the box the item is active and can be used The checked items are shown in the pick list when adding or editing an asset record To add an item type the name in the bottom cell then check the Active checkbox to make the new item active The 2 15 01 buttons at the bottom of window are useful for adding subtracting items as well as to set items into edit mode The checkmark and x icons are only accessible when a cell is selected The minus icon can only be used when a row is selected To select a row click on the row handle that appears to the left of the Value column Program Window The Program Window is the desktop for the program It has the usual look of a Windows application with a Title Bar a Menu Bar an Icon Navigat
87. lug in the scanner cord and Left click OK or Cancel if you not using a scanner Scan the asset barcode The scanned barcode will be entered on to the screen Alternatively Enter the asset number from the keyboard if you are not using the scanner Left Click OK The Asset information is presented in the Edit Assets window Note that from this screen the Asset History table is available When you have retrieved the information that you are searching for or have edited the asset record Left Click OK and the program will return to the Asset View grid Adding a number of Assets using scanned information This is useful when adding a number of identical records because common data is only entered once and a look up list is also available to help With the scanner detached from the computer scan the barcodes for the assets to be added The scanner is automatically in batch mode when not connected to the computer Click on the Scanner and select the Batch Add Assets menu item Scanner Download General Warranty IN OUT Type e Make Model Description Location B Department Value 0 Condition blemo The Scanner Download window appears Note that the fields that appear and their order can be set 60 by you This is described in the manual under Customize Forms Edit Asset Entry Form Add Asset Entry Form Batch Add Assets Form Batch Edit Assets Form Fill in and complete each fiel
88. m left or right This setting will usually be set to left which is the default setting This control is available for those customers with a mix of asset numbers not setup properly with leading zeros or a mix of types To sort properly the asset or barcode number has to be of fixed length Auto Assign Barcode Numbers This is useful as the computer knows the highest number currently allocated to assets and can automatically generate new needed numbers when you wish to do so Next Number you want generated If you check the Auto Assign option you are instructing the computer to use the number inserted as the next auto number for a new asset GENERATING ASSET ID fs BAR CODE s Click on the A icon in the Asset Grid or click on the Actions menu and select the Add Asset menu item The following screen will appear Select Add Asset Entry Form Sel Add Asset Entro Form Cancel OK 26 Click OK to obtain the Add Asset Entry Window shown below This form can be edited to your preference and this is explained below Add Asset Entry Window A E Begin EJ Cancel Add Assets y Help Mumber to Create Barcode Prefix Starting Mumber 00041 General Warranty IN OUT Audit Type se Make Model Description Location se Department se et non ress ee reel This form can be an excellent way to enter a number of similar assets as long as you are allocating sequential numbers to
89. n Edit Form to obtain an Edit Asset Window m m Asset Entry Form 00001 ed Done 2 Close Detail History y Help General Warranty IN OUT Audi Type Computer se Make H P Model Description 1800mh2 Location Head Office se Department Acct Value 0 00 Condition Used By se Mera y Note that this entry window is the same as obtained by clicking on the Icon that is discussed in detail below and used in the same manner Edit Assets Form Window The Edit Asset Window is also accessed through Add A New Asset Edit Asset or the Quick Search icons When Add a New Asset is used the cells in the window are blank When Edit Asset is used the currently selected asset details are in the cells ready to be changed as needed e Left Click 48 The Edit Asset Form will appear shown on next page If you clicked Add A NEW Asset At an empty asset record will be presented for completion If you used the Quick Search A you will need to enter the Asset or use the scanner to download an asset Id barcode This will find the asset record for editing Enter or Edit the asset data This may be spread over several tabs depending on the way you have set up the program When complete Left click The Edit Asset Form can be divided into several tab sections This allows for power specialized ap
90. n can be reinstated using the Customize View control to reinstate the column If you hide a column in any view the data in the column is retained and not lost Adding or Removing Columns in Customize View To add column headings fields to an open Grid View you use the Customize View tool This window can also be used to remove fields column headings from the view Left Click Customize view in the top row of an open asset listing grid view to launch the Customize View screen This can also be called up by clicking on Views menu and selecting the Customize View menu item 39 Customize View Done EY Cancel 6 Help View Name All 4esets View Field list does not affect the display order Avallable Fields Fields to Include Audit Scanner IO Department Lost Location Entered by Auditor Memo Assel H Vendor Condition OUT Taken Byy ln From Description Waranty 7 Value Audit Date Make Model Type Warranty Expiry All gt gt Date DueReturned lt lt Remove All Highlight the Field that is to be moved to or from the view by Left Clicking on it If you select a field in the left list Available Fields the ME button is made available Left click it and the selected field will move to the Fields to include list If you choose a field in the Right column In the Fields to Include list the button is available Left click it and the selected field will move to the
91. n side options panel on off Opens a list of users and ability to add users and set security limits Sets security limits for classes of users Prepares a zip file backing up the program in a location you choose To restore files from a backup folder OR location path you set to obtain saved files Creates a file of your configuration settings Replace current configuration with saved Template you might have earlier saved or one you download from our web site Window used to set barcode format To edit Company information Will close all active windows List of currently opened windows Access the User Manuals Support redirects user to our Forum and Help Desk Section of our web site Information about Program Version Uses internet to check and automatically update program files To deactivate the license and generate a Deactivation Confirmation Code that is proof of deactivation The Icon Navigation Bar is a collection of access icons that will allow the user to quickly access the most commonly used commands and windows The Icon navigation bar consists of two sections Home A Asset Grid Scanner P Help Assets Grid Select View All Assets View Za Customize view Save View As Best Fit 18 ICONS f Home A Asset Grid g Scanner Home Icon Assets Icon Scanner Icon with drop down selector icon Quick Add Quick Find Batch Add Ass
92. nd is less than in building the criteria and you can see records that fall between the data points Programmable Sorting Filter Edit Filter This special filter requires a bit of knowledge and experience about what logical operators to use This can be a powerful tool but most of us will not need it With this tool multiple criteria can be set so your view shows only those assets meeting all the criteria set This Edit Filter can be extremely useful but is complicated Since most users will not want to use it we have moved full particulars of its use to Addendum 2 at end of the manual Restoring all scan data to view Left click on the in the column heading and Choose All from the drop down menu by left clicking on it 44 Viewing Data by GROUP SORTING This is a special way to prepare views that you may find exceptionally useful It 1s harder to explain than having you try it out to see the kind of special results that can be obtained When you use two or more column headings it gets very interesting A Parent Child relationship can be made by setting up special associated column headings and group sorting to view these asset groups Drag and drop a column heading over the words at the top of grid On next page is what the view will change to when the column header Location is moved Assets Asset Location f Date Assigned Type Make Location Location Florida Location Georgia
93. nformation when arranging service or buying parts Might be of use when one might want to group by model type text field 20 Serial Cost to Repl Cross Ref Vendor Asset Type Condition Description Memo Department Location Used by Date Assigned Expected EOL Funded by Cost Date Acquired Disposed Disposed Date Business Use Essential for specific asset identification Likely needed when making warranty or insurance claims text field This gives an estimate of the cost of replacing an asset This is needed for planning risk assessment and for insurance purposes decimal number field Could be useful to reference other asset number s tie together a group of assets or reference an item number from another system such as an accounting system Useful if something breaks or has to be replaced and you want to quickly purchase a new one It is a column you might do without since your purchasing department already knows where to source replacements A lookup table is attached see Speed up Data Entry with Lookup tables Although we see this as being used in a similar way to as used by accountants it can be used for a general grouping such as furniture computer shipping etc A look up table attached see Speed up Data Entry with Lookup tables This is useful to see what is likely to require replacement or decide on service needs This has a look up table This
94. nges are added to the database Save Changes You have made changes to the data Would vou like bo save your changes now Press Yes to save changes Ho to skip changes or Cancel to return to display Ves Mo Cancel Accessing from Network Drive Sharing a database with other users on a network is easy just place the folder containing the database file onto a networked drive Anyone who has access to the drive and a registered copy of AssetTrakker installed on their workstation will be able to retrieve the information You can set a password and user access privileges to the database through your network security administration Importing Asset Data This function is to speed up the initial set up of a new database First you have to get your existing data into a format ready to import into AssetTrakker Export your Existing Asset Information into a CSV file that AssetTrakker can access Do not include headings in the export Do not include incompatible formatting Make sure each field is enclosed with quotations Each field must be separated by commas Each new line represents one asset record to be imported Make notes of the column names and their order as they will have to match with the column names and order used in AssetTrakker You can either change the column heading names in your excel spreadsheet or modify the names in AssetTrakker to match See To Change a field name for instructions on changing nam
95. nt Preview Window will appear showing you how the tools in out view will look when printed Asset Type Malte Model Description epartmerocatiorate Assigneite acquire Cost 11238 New Asset 7114 20 F142 0 00 000100 Mew Asset 6 30 20 6 30 2 0 00 000101 New Asset 630 20 6 30 2 0 00 To set Headers and Footers as well as fonts Use the Preview Menu Bar use the Print Preview Window Menu and Icon Control Bars F Preview File View Background Jalala a E 8179 amp 100 PAM a llar 2 19 a JES Scroll over icons with mouse pointer and name of control will pop up Name does indicate pretty clearly what the control will do to add print layout Screen shots of what you get when you click on an icon make this even clearer and are all shown on following pages See Printing Reports in manual for full explanation of print functionality 82 Addendum 6 Security User Roles Permissions If you decide to implement user role permissions we suggest you first familiarize yourself with AssetTrakker and how it functions This familiarity will make setting access options much easier because you ll understand what you are blocking a user from accessing and why you might wish to do so How it works AssetTrakker Pro provides for the creation of user accounts and the assigning of specific access login levels to each user account This gives the system administrator complete cont
96. oading and posting the results of audit scans is done in the same manner as Editing Assets using scanned information as explained below Editing Assets using scanned information This is useful when moving a number of assets to a new department or location With the scanner detached from the computer scan the barcodes of the assets to be changed The scanner is automatically in batch mode when not connected to the computer In the Menu click on Scanner or on the Scanner ICON and select Batch Edit Assets Next select the appropriate form from the list and click OK 61 Scanner Download Batch Entry Audit Date 7 27 2006 v Cancel Download A Scanner Download window will appear By Customizing this form to show different fields you can make bulk changes to data attached to the batch scanned assets This is explained in detail in Customizing Asset Data Entry Forms Left click y Download The program will download the data held in the scanner memory and a Accept Assets Window will appear with the selected assets in the editable view Accept Assets Window Assets Asset Location Department Condition Audit Date O i is MEAGRE Head Office 11 3 2008 Hi A Record 1 of 4 e HAE gt Help Cancel Accept Make the needed changes and when your data is correct Left click Accept 62 After confirming that the records are to be added to the database the cha
97. olumn headings you should consider Certain fields marked with must be selected made active for too equipment tracking Taken by Received from Required if you wish to track who was issued or who returned an item This field has an associated drop down lookup table Qut ticked This is a special type of Yes No field which lets the program know whether the out to employee jobsite It is a true or false Boolean field type When not ticked the equipment is in stores warehouse Asset this would be the number generated when you scan a barcode and is necessary for both Asset as well as Equipment Tracking Used by May wish to change used by to a title more in line with your use field rep Etc Has lookup table attached Location So you can track where the equipment or tool is going Jobsite 1 454 Main etc Useful information to have in separate searchable column heading if a lot of equipment is assigned often to users at a specific site Has lookup table attached Department Similar use as Location that you might wish to use or track Description It s likely you d want a description of the asset although perhaps Make Model might suffice For example phase meter A text field Value If you use this field column heading then you could include it in the custom view you Il be printing off when someone signs out tools equipment A number field 78 Condition If you use this then it c
98. on the accept window that appears to allow for further editing prior to posting to database In Out form is simply a renamed and saved Batch Add Assets Form Use and modify this as you do other Batch Add Asset type Forms Forms Customization This is accessed through the drop down menu CUSTOMIZE at the top of the program window Left click on Customize and Left click on Forms Customization Forms Input Customization Close E Create Mew Form 2 Edit Form 46 Help Drag a column header here to group by khak calumn m Edit Asset Entry Form Edit Asset Entry Form a Batch Add Assets Form Batch Add Assets Form m Audit Assets Form Batch Edit 4ssets Form m Batch Edit 4sset Form Batch Edit 4ssets Form m In Out Form Batch Edit 4ssets Form gt eee Asset Entry Form Add Asset Entry Form Left Click on Add Asset Entry Form highlighted when you click on it Left Click or double left click on Add Asset Entry Form 30 Customize Form Done Cancel Preview Help Form Hame Add Asset Entry Form Form Type Fields Drag a column header here to group bx User Defined Title Data Type SS Warranty IN OUT add gt lt Remove Move Up Move Down You use this set up form to add or remove data fields you will attach to barcode numbers generated Click on Preview to see how the entry window will look with the selections and order you set Add Asset Entry W
99. ookup Field Values When adding or editing an asset lookup table fields will display a drop down list to allow the user to select an existing value You can also add a value to this list by typing in the new value into the lookup field cell and pressing Enter Select Yes to add the new entry to the appropriate table Adding an employee to the look up table Go to the Menu Bar and Select Customize Select Lookup Tables in the drop down list Enter the Last name in the Value column Add a comma and type first name or initials Tab to the Is Active Column I DAE YD gt Press the Space Bar to put Y inthe Square and to activate the name The name will now appear in the drop down list in the program Important Note If you are assigning assets to a new employee always add the employee s name to the look up table before assigning assets We suggest entering the last name then a comma and then the first name This will allow you to easily sort employee names by last name and ensures that no two employees have the same last first name Editing a Look up table After frequent use the Look up Tables may contain items that are no longer needed or may need to be edited You can use the Lookup table window to edit each lookup table in order to prevent lookup table field pick lists from becoming too long or having choices that are no longer needed To access the tables directly Go to the Menu Bar and Select Customize Select Loo
100. or you There are special mouse and keyboard controls available to speed various tasks You Il find everything explained in detail in Addendum 1 to this manual You can print these off for reference until you re familiar with the one s you are likely to use Grid Window This is your main Program Window the desktop and one you ll be using the most It has the usual look of a Windows application with a Title Bar a Menu Bar an Icon Navigation Bar and a Status Information Bar showing the status of the scanner at the bottom We discuss this in depth after outlining a few other areas you should know and consider prior to exploring all the modifications and uses this Grid Window can be put to The screen shot shown below shows how the Grid Window will look when you first open AssetTrakker that is with an Options panel on the left and the Asset Grid window on the right Some of you will want to keep this options panel open while others would rather have everything accessible from just the Asset Grid window To reduce screen shots and the size of this manual we show program screen shots with side panel closed Below are two screen shots of same view one with side panel and one without A Full description of Grid View Window is found here Program Window x AssetTrakker AssetTrakker Sql Server File Edit Actions Assets Views Scanner Tools Customize System Window Help y Home A Asset Grid Fr
101. ould be incorporated in custom view printed off upon signing out or in equipment tools In addition to the above column heading Fields you may decide to use other column headings fields in your program A full list is found in Addendum 3 of this manual Selecting your fields column headings Having decided which fields you will be using you need to select them for use Left Click Customize in the Menu Bar Select Fields Selection in the menu Select the fields you want to show and use Choose from the list column headings desired You can change the field name that will appear by typing over the current name listed under User Defined Title Left Click the box to place a Y in the Field Is Used column to activate the fields you will be using Fields Selector Ala A Drag a column header here to group by that calur View System Column Titles User Defined Title Field Is Used Keep History Data Type Field Le Audit Date Date 0 B Audit Scanner ID Text 50 Auditor Text 50 Business Use Y Al Single 0 Class Long Integer O Condition Long Integer O Cost Decimal O Cost to Replace Decimal T Cross Reference Text i Date Acquired Date T Date Assigned Date T Department Long Integer T Setting up the Audit Trail Keep History You may wish to track changes made to some fields such as Assigned Department so that an audit trail can be maintained
102. plications In the trial test database these are set to be General Warranty IN OUT Audit Asset Entry Form 00001 Sele ey Done 2 Close Detail History Help General Warranty IN OUT Audit Type Computer ka Make HP Model Description 1800mhz Location Head Office se Department Acct Value 0 00 Condition Used By se Memo The General Tab would be most commonly used By dividing up the asset information between tabs users can enter or modify specific asset information more quickly than by editing directly on the Asset Grid Views In Customizing Asset Data Entry Forms you learned how to change these Tabs or add additional tabs and set the column headings data fields to be included in each tab When entering asset information you may not have all of the information that you will be tracking If certain information is not available or not needed for this particular asset just leave the field blank and move on Detail History Button In the Edit Asset Entry Form you ll see a Detail History button Clicking on this will show you all the changes made previously in fields for which keep history was set History 49 can t be edited It s a minor tool but a nice way to review what was done with assets in the past prior to making the current adjustment Tabbed Data Entry Forms In the trial test database template you see when first opening AssetTrakker th
103. rackitsoftware com Cressman Consultants Limited and or their authorized agents resellers and distributors sole obligation under this express warranty shall be at Cressman Consultants Limited s option and expense to refund the purchase price paid by Purchaser for any defective software product or to replace any defective media with software which substantially conforms to applicable published specifications Purchaser assumes responsibility for the selection of the appropriate applications program and associated reference materials Cressman Consultants Limited their agents authorized resellers and distributors make no warranty or representation that these software products will meet Purchaser s requirements or work in combination with any hardware or applications software products provided by third parties that the operation of the software products will be uninterrupted or error free or that all defects in the software products will be corrected All express or implied conditions representations and warranties including any implied warranty or condition of merchantability satisfactory quality fitness for a particular purpose and non infringement are hereby excluded to the maximum extent permitted by law GOVERNING LAW This Limited Warranty shall be governed by the laws of Ontario Canada excluding its conflicts of laws principles and excluding the United Nations Convention on Contracts for the International Sale of Goods SEVERABILIT
104. re the same 1 The user must first purchase AssetTrakker Pro to obtain a serial number 2 The user must then download and install AssetTrakker Pro if they haven t already done so 3 To activate the software the user must select the Obtain Activation Code option and provide the Serial Number issued to them for their copy of the software The user will press next and they will be given an Authorization Request Code which will be finger locked to specific flag values obtained from the computer 4 lf Automatic Activation is selected rather than manual the user is directed taken to our web site Web Activator page Note The user can call us to manually do this for them In such case we will ask for serial number etc so activation number can be issued 5 Our activation process will display up to date information and the user then selects clicks on the Generate Activation button Once the user presses this button an activation code anda Certificate of Ownership paf file will be generated for the user 6 The user then goes back to AssetTrakker and selects the Activate Now option To unlock the software the user inputs the Activation Code provided and process is finished A Deactivation Process must be followed if moving software to another workstation In the case of fingerprint sync problem due to user changes of computer software or hardware the same steps are taken but started with a
105. reset to make them work best for your situation Your selections appear in the grid if you selected them made them active We discuss and provide worksheets to help in making your selection in the next few sections but wanted to right up front give you an idea why this is so powerful and important a feature Since you can have many different custom views of data we make it easy to select which fields you want to appear in a specific custom view You can also temporarily eliminate hide fields headings to simplify a view Data is not lost when you hide a column heading it is still there and accessible just by making it visible with a click or two Altering views or setting up a few custom views and saving them with a name that indicates the view s purpose is a powerful function For example you could have a view used to organize columns and data associated with leased items You might setup custom views just to print monthly information since reporting is based on wysiwyg What do you need to track Collecting and entering asset information is a time consuming part of setting up an asset management program Choosing what asset information to track and record requires careful thought as it effects the implementation of asset control and the amount of work required The TRAKKER Asset Management software allows for tracking with a lot more detail than you may require Many fields or column headings are available for
106. rol by setting who has access to specific areas of the program including asset data system information and system functions Security User Roles In AssetTrakker Pro login levels are set by the administration and assigned to one or more Security User Roles The administrator creates Security User Roles and allows or blocks access to AssetTrakker program functions by applying conditions to various TASKS A task can be thought of as a specific area or function with in the program Each task is set using one of four access options which controls how a user interacts with this task Creating Editing Removing Users Users are created and edited through the User List which is accessed by selecting User List from the drop down menu that appears upon clicking on SYSTEM in Navigation Bar Window Help User List User Roles List security Users List a Dona 4 Create New User lt EditUser A Remove User OE a SS Nan SOT ki E EAT Eee 5a Real Hame E Administrator guest quest The User List window lists each user account that exists in the program Users can be created edited and removed To create a new user select the Create New User option in the navigation bar on the form or in the options side panel 1f enabled This will bring up the Create Security User window 83 Creating Security User E Done EJ Cancel mi set User Password EA Set User Policy Log In Name The Log In name is the name set for e
107. rosoft com windowsxp using digitalphotography learnmore tips eschelman2 msp X 24 Selecting Setting Asset ID s bar code s Setting up your sequence of numbers for assets bar code numbers has to be done correctly Changes to the chosen format later could cause problems in certain program operations You have to consider how computers handle numbers Go to the Menu item Sytems and click on Barcode Settings the following screen appears Asset Trakker Settings Sele Barcodes Use Barcode Pretix Barcode Prefix Length Default Barcode Pretix Pad Frefis From Pad Prefix With Barcode Number Length without pre Pad Barcode Humber With Auto Assign Barcode Numbers Next Number you want generated Apply Settings Next Sustem Barcode Number to be Generated You are presented with a number of choices and it s at first glance a bit intimidating This is because we accommodate as many existing asset numbering formats as possible The computer takes these settings into consideration when sorting and dealing with asset id numbers For most users all you 1l have to do is to enter the number of characters of your asset id number into the Barcode Number Length without prefix box In the Next Number you want generated box you would put the next generated number for your asset id For example if your last asset is numbered 0040 then you would enter 0041 here Use Barcode Prefix Only use if using a Bar
108. s will be added in future update releases 22 User Defined Boolean fields These are a special type of fields that will be familiar to programmer and database people but the rest of us need a bit of an explanation in order to use these You can think of these as YES NO TRUE FALSE IN OUT or a number of other ways A Boolean field only accepts a check mark as an entry Checking a box means one of the states you are using it for 1s in effect and if not checked then it is not in effect For example if you are using a Boolean field to indicate that an asset has a particular attribute ex is under warranty then you would name a Boolean field Warranty If this field is checked then the asset is covered under warranty if it is not checked then the asset is not covered under warranty By using a number of Boolean fields to indicate asset attributes you can do some extensive sorting and filtering to create custom views Hint Asset information can be viewed in many different ways just by sorting on a column This is a simple direct way to quickly obtain information on assets Remember this when deciding to set up a column heading for a specific type of asset information Want to see assets in various locations With a location column heading active you can sort on a location as well as linking this column heading with others to get very specific views of assets Hint If you end up with a large number of columns some of which
109. sed full time by the business to break down asset use Not for everyone but a field that imagination might find an indispensable use for This field requires a whole number entry no decimal 21 OUT Taken By In From Date Due Returned Recovered Value Disposed Detail Warranty Warranty Expiry Image Value Leased Lease End Lease Start Audit Date Auditor Audited At Assigned To Used for Tool Equipment Tracking YES NO type field 1f Yes then asset 1S Out Used for Tool Equipment Tracking to indicate who is taking or returning item Has look up table attached Used for Tool Equipment Tracking to show when an asset is due back Net proceeds of the disposal of an asset Notes on how and where an asset was disposed of A text field Indicated if asset 1s covered by a warranty or could be used if covered by a service maintenance contract Check Box Y indicates Yes Do not rename System use It is useful to see what expiries are approaching for tracking maintenance or service agreements Helps prevent paying for service covered by warranty as well as prompting the repair of items before expiry A date field type Do not rename System use Can assist in asset identification or where look is an important feature Also may help with insurance An Image type field Could be the value that the asset is insured for Needed for risk exposure control A decimal number f
110. task in some detail because some Tasks are different in operation than others and require careful selection of access options Tasks Definition and what they permit one to do Add Asset Controls user s ability to add assets by inhibiting this action and locking part of Actions menu dealing with adding assets Available Options e None hides the menu item and icon used to access this function from the Actions menu and prevents access from the Asset Grid 87 Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to add an asset Read Write full access Asset Entry Form Edit View task controls user s ability to access the Asset Entry Form window for editing viewing purposes from both Asset Grid and the Actions menu Available Options None hides the menu item and disables the icon used to access this function from the Actions menu and the Asset Grid respectively Read Only allow the user to view the Asset Entry Form window but does not allow the user to edit the asset information Require Password the user login and password is required before allowing the user to access the Asset Entry Form window The window will then act the same as the Read Write option below Read Write full access Assets Grid Controls user s ability to access the Asse
111. tely 600mb of additional free disk space will be needed to install it 6 An Intel Pentium processor or equivalent with 256mb of memory 512mb is preferred for operation 7 Both ROV or Flic scanners requires either a serial or a USB connection A USB cable is available at addition cost a serial cable is included with each scanner 8 A supply of bar coded self adhesive labels can be obtained from www polylabel com or alternate supplier Activation of Software AssetTrakker Pro is downloaded and installed from our web site or from reseller supplied cdrom completely functional except it has time limited use for 60 days until purchased and Activated This software includes built in finger locking Finger locking requires each computer our software is installed on to generate its own unique authorization request code that we use to prepare and issue a unique activation code to unlock the software removes initial limit of 30 days use Because we finger lock to a specific computer we provide for situations that might arise where the software is to be moved to another computer or the finger lock becomes unstable and out of sync Out of sync could occur if the user upgrades their computer or inadvertently changes a setting on their computer that finger locking refers to Activation Process The activation process is explained below This may be slightly different for purchases made from an authorized reseller but the basic steps a
112. these newly added assets Whatever information is in the asset attribute boxes will be applied to all of the newly generated assets Click on Begin and then click Yes An editable window appears with the details of the new assets so you can make adjustments prior to adding asset records to the database All input forms can be customized to suit your needs Customizing this input form is discussed in the following section Customizing Asset Data Entry Forms Before you begin customizing input forms you must first select Field Column Headings that you will want to use Specific views can also be associated to custom input forms so you may want to consider creating a custom view to associate to your custom form Customizing Input Forms will help you work faster and or more accurately We provide default input forms so you use them with the test data provided You will want to change these for your own system You can decide which fields to add to your custom input form and may choose to divide them between several tabs Before you start to customize the Forms make sure that the Asset Grid window is closed If it is not the program will automatically close the Asset Grid window for you Let s review the simplest form to alter the Add Assets Entry Form This form is shown below and can be opened by clicking on the A icon in the Asset Grid or by selecting the Add Assets menu item from the Actions Menu 2
113. ts Grid window Available Options None displays an error prompt if the user attempts to access the Assets Grid option when starting the program or from the Actions menu and icon bar menu Do not select this option as it is key component to program Read Only allows the user to view the Asset Grid window but disables editing of the information contained with in the grid Require Password the user login and password is required before allowing user to access Assets Grid window Read Write full access Backup System Controls user s ability to access the Backup System window Available Options None hides the menu item used to access this function from the System menu Read Only No effect Reverts to None setting Require Password the user login and password is required before allowing user to access Backup System window Read Write full access 88 Barcode Settings Controls user s ability to access the Barcode Settings window Available Options None hides the menu item used to access this function from the System menu Read Only allows the user to view the Barcode Settings window but disables editing of the information Require Password the user login and password is required before allowing user to access Barcode Settings window Read Write full access In our opinion only the ADMINISTRATOR should have read write a
114. ty Term of limited warranty is presented and has to be accepted Step 3 Enter your Company Information You should enter the company information as this is used to register the program later and may be used during report printing etc Entries are not required in all fields Step 4 Create Administrator Account Sets up the Administrator account Enter the Name of the person who is to have the Administrator access This person will be able to access all functions of the program including deletion of assets and editing the details Step 5 Evaluation Purchase Activation In this final step you will select whether to continue to use the evaluation version or take required steps to activate the software The above 5 screens are presented each time the program is launched until the program is activated 13 Program Login The Program Login screen allows only a user with the proper login password to access the program When AssetTrakker is first installed you as Administrator set your user name and password The Administrator manages the log in and can grant various access levels to others through use of the System Menu drop down choices see pg 42 and Addendum 6 WTFeAak lt e lt ere Asset Management Tracking Software User name OLIVER i qe Signin Enter your User Name Right Tab and enter your password Right Tab and press enter or click on Sign In TEMPLATE Your Custom Program Th
115. ty Ship Country r J cancel Apply 13 Member ADD INSERT DELETE SUBTRACT CTRL INSERT CTRL C CTRL V SHIFT INSERT CTRL X SHIFT DELETE CTRL ADD Managing Filter Conditions Description Adds a new condition to the logical group being currently focused Deletes the condition or group being currently focused When deleting a group all its conditions are also removed Once the condition or group has been deleted its previous condition or group is focused Copies the focused condition group to the clipboard Pastes the condition group from the clipboard to the end of the current group and focuses it Cuts the focused condition group Creates a new logical group and adds it to the group being currently focused Important to know e The type of the editor that is assigned to the corresponding column determines the editor used in value boxes For example Date field will be different from a Text field Order Date Ship vie 24 MEETA 1 6 4 June gt b 4 2006 g 5SM TW TFS M 28 29 30 31 1 2 3 45 6 7 8 910 1 3 11 13 14 15 16 17 39 18 14820 21 22 23 24 mE 25 26 27 28 29 30 1 E 2 345 67 8 5d r i i a Today Clear Order Date ls between if RequiredDate Is greatet 4 se and 7 20 2006 July P 4 2006 5SM TWTFS o b 27 o 29 30 1 2 3 4 5 7 5 OM 11 12 13 14 15 16 1748 19 20 21 22 24 4 25 26 2 7 246 29 a al 2 E da 3 To
116. u Select Save System Configuration Settin late Save System Configuration Settings as a Template El gs as a Tem Sawe System Configuration Settings as a Template Creates a self extracting archive of your configuration settings No data or security settings included Left Click and choose template name and where to save it 41 Backup Configuration to Self Extracting Template file Save in 9005 A My Recent Documents My Documents hay Computer File name My Network Save as type NOTE AssetTrakker will then close and have to be restarted See explanation under Backing up as to why this is necessary Open a Template and Replace System Configuration Settings You may wish to download a template from www trackitsoftware com for a layout sample that is closer to what you desire and then modify it We will be posting different templates developed by ourselves and end users such as yourselves First download the template and save it on your computer Next left click System menu option and click on Open a Template and Replace System Configuration Settings from the dropdown menu Left Click on the System menu Select Open a Template and Replace System Configuration Settings Open a Template and Replace System Configuration e Sei Open a Template Replace current configuration with saved or downloaded Template 42 Click on Begin Restore from back
117. ual SCANNER USE with AssetTrakker A great deal of work has gone into integrating the scanner into AssetTrakker Pro You do not need to use additional software such as the Scanner Wedge software to setup and use the scanner with our program It is pretty much a matter of plugging in the scanner and clicking on the configure function Batch Mode When the scanner is not attached to the computer it is automatically in Batch Mode The user can scan multiple barcodes and have these barcodes saved in the scanner memory When the connection is re established with the computer the scanner will upload the scans it has stored in its memory to the batch window once the user has selected the Download from Scanner button Real Time Mode If the scanner is attached to the computer and if a Real Time function has been selected such as Quick Find or Quick Add a bar code can be scanned and will automatically be transferred to the function window Quick Find In a large database you may need to retrieve information quickly on just one particular asset This operation requires that you have the barcode number taken from the asset inventory tag This works in real time mode only While in the AssetTrakker program Left click the Find Asset Icon A or select Scanner Quick Find from the Menu Note this operation can be used without the need to scan the asset number barcode 99 When the program requests you to connect the scanner p
118. ving the column focus Moves focus to the first cell within the first row Moves focus to the last cell within the last row Operations Acting upon Cells Effect ENTER Pressing switches in out of edit mode F2 Pressing switches in out of edit mode ESC Closes the active editor discarding changes made 67 Operations Acting upon Rows Action Effect TAB Moves focus to the next cell within the focused row SHIFT TAB Moves focus to the previous cell within the focused row Clicking a row holding the SHIFT key pressed Selects all rows between the clicked and the previously focused ones The previous selection is cleared Pressing Shift and clicking on data rows indicator With focus in this cell while holding cell left most cell in any row down shift key you can use up or down arrow key to select range of rows Pressing the SHIFT UP SHIFT or DOWN key Select a page range of rows When combinations Can be repeated starting such operations the previous selection is cleared Clicking a row holding the CTRL and SHIFT keys Selects the range of rows between the pressed Pressing the one clicked and those previously focused The previous selection is preserved Select a continuous range of rows CTRL SHIFT UP CTRL SHIFT DOWN key The previous selection is preserved combinations Clicking a row indicator cell and dragging up down Select a continuous range of rows Pressing the CTRL A key combination T
119. w the finished form will appear First Between the left and right field columns are two buttons to add or remove selected fields from each column Left Click on the field you want to add or remove to select it and Left click or to add or remove The selected field will move to the other column To Add a Tab Left click and a new Tab will be added Name the Tab by entering the name for the new tab 33 Press Enter To Change the Name on a Tab Left click and type the name for the tab Press Enter Preview the window Left Click Preview to see what your revised tab will look like If all is OK in the Preview window Left Click any where on the screen to close the preview window Left Click the Done button to save and close the Customize Form window Adding an Asset Now you can open the Add Asset Entry Form windows to add an asset as the tabs now contain the fields you want and in the order you set Left click on Assets menu Left click on the Open Asset Grid menu item After the Asset Grid opens Left Click on the Actions menu Left Click on the Add Assets menu item Left Click on the OK 34 Add Asset Entry Window E Begin EJ Cancel ddd Assets ka Help Humber to Create Barcode Pretts Starting Number 00041 General Warranty IN OUT Audit Type Model Location Value Used By Note When using these forms to get data into your database you do not have to enter
120. you to use to ensure that you can customize the program to your own needs Limiting the number of fields used will make your entry of data easier We have provided worksheets to help you decide which column headings you must have and investigate those requiring more thought Not all of your assets will require the same detail These are located in Addendum 3 Column Headings Selection Worksheets and we suggest you print them out Each column heading or field can be sorted on and combined with other headings to obtain custom views TRAKKER software is configured so that at any time in the future you can call up column headings you have hidden or generate new ones should their use be needed Column Headings Data Fields To assist you in deciding which columns you will want to set up below is a list with notes on their likely use and details about their format When you initially open AssetTrakker we ve preset those most commonly used to be active Asset The key identification reference used to track assets They can be straight numbers or a number with an alphabetical prefix 0001 or A001 This number is used for audit purposes and for cross reference If assets were identified by a number tag no barcode this is where the number would be entered TRAKKER provides a method to automatically generate the number sequence you choose This 1s a text field Make The maker s name A text file type Model An important piece of i

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