ASSETtraK Software PDF User Manual
Splash Screen
To start the software, click on the icon from on the desktop or from the Start ? Programs menu. The first screen which is displayed is the splash screen (see image above). The splash screen has the name of the company, our logo, and the name of the product (ASSETtraK). The version of the software is displayed in the splash screen, as well as all of the contact details. You can also reach the splash screen from the “Help” menu in the main screen screen of the software. The web address and email address on the splash screen are functional hyper links, that is, you can click on them to be taken to our web site, or to send an email to our support department.
Main Screen
The main screen of the ASSETtraK software has several menus which will be discussed under their own headings below. There is a blue status label and a red label for additional information. As the software starts, the label reads “Ready to Sync with hand held reader….” and the additional information label reads “Select the syncing option on the hand held reader”.
This is means that the hand held reader(s) can be synced with the PC. In fact, as long as the ASSETtraK software is open on the PC, the hand held reader(s) can be synced at any time by selecting the syncing option on the reader (see “Syncing with the PC” on page 16 of “ASSETtraK_Manual.pdf”). As soon as a connection is established, a separate screen, independent of the main screen will be loaded. This is the screen which controls the communication with the reader. For each reader that is syncing, a separate screen will open. These screens give information about the status of the sync. Once the sync is complete this screen will automatically close. There is no user involvement needed for syncing, other than starting the sync process on the hand held reader.
Changing the printer
There are two ways in which you can change the printer to use for printing asset or location labels. From the file menu, select the second option, “Printer to use” (see image above). The other way is when you click on the “Print Locations” or “Print Assets” buttons, the software asks if you would like to continue with the current printer. Clicking on the “NO” button opens the printer selection form.
Show Reports Menu
To access the reports, click on the “Show Reports” menu on the main screen. This will open a screen with various reports to run. Not all reports will be available at all time. The verification reports only become available after you have used the hand held readers to do a verification and
you have done a complete sync with the PC.
You can draw reports using all of the data, ie, not adjusting the report settings on the right of the screen, or you can draw reports based on a company or a specific building using the report settings on the right of the screen. All of the reports are generated and displayed in a web browser. The report all have a similar format. The assets are listed by location. The location label itself will be printed either in blue or in red. If a
label is printed in blue, it means that the location already has a tag assigned to it, and if it is printed in red the location still needs a tag.
Verification Reports
Assets Not Found: These are assets which were not found at all. If you enter a location and the asset is not present, it will show on the “Assets Not Found” report. Should the asset later be scanned in a different location it will move from the “Assets Not Found” report to the “Assets Incorrect Location” report. Assets Incorrect Location: Assets which were scanned in a location other than the one they were assigned to in the main client database will appear in this report. Verified Assets: Assets which were scanned in the correct location will appear in this report. Locations Not Verified: This report lists the locations which have not yet been entered during the verification report. Only locations which were entered during the verification process will display results in the above three reports.
Assets Not Verified: This report is the same as the “Locations Not Verified” report. However, it does not only list the locations which still need to be entered to complete the verification, it lists individual assets within these location. Tag Assignment Reports Tagged Assets: This report lists all the assets which have already been tagged, ie, they are ready to be verified. Not Tagged Assets: This report lists assets which still need to be tagged and assigned. Use this report in conjunction with printing only incomplete labels to streamline your tag assignment process.
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