Getting Started Using the Application

Just getting started? Read this first.

This user guide is organized in the order of the application’s menu options which are arranged in an order conducive to a regular user of the system.

If starting with a brand-new system, it is recommended to begin in the Setup section of this document that explains how attributes for assets are created.

The Setup section allows users to create lists of the locations, departments and people assets will be assigned to and to define other attributes of assets like projects, asset types, manufacturers, models, vendors, accounts, conditions, and statuses.

Once these attributes are created, users may then want to begin adding asset information detailed in the Assets section of this document or by logging in to a mobile device and using the Update feature which is detailed in the Mobile Functions section of this document.

RedBeam recommends tagging assets with barcode labels printed with the Asset ID in the barcode. Whether assets have been previously labeled or are being labeled for the first time, it is important to make sure that the data entered in the Asset ID field matches the value encoded in the barcode, so when assets labels are scanned in the future, the system is able to recognize the Asset ID and display the asset details.

As asset information is populated, an overview of this data can be viewed on the Dashboard. A detailed view of this data can be sorted and viewed as described in the Reporting section of this document.

Typically, RedBeam users will add new assets and update other asset data on an ongoing basis either in the Assets tab or by using the Update function on the mobile device.

Assets can be checked in and out to People using the Check In and Check Out functions under the Transactions section.

Periodically, users may want to take a physical inventory. During a physical inventory, a user will attempt to scan all their assets and compare what they have found to the full asset listing in the system. Information on taking a physical inventory can be found in the Inventory section of this document.

Administrative functions like adding additional system Users or using API’s to connect RedBeam to other software applications can be found in the Setup section of this document.