Getting Started Using the Application

If starting with a brand-new system, it is recommended to begin the Application Functions > Setup section in the menu to the left which explains how to create attributes for assets. Attributes include lists of the locations, departments and people that assets will be assigned to. Users may also define projects, asset types, manufacturers, models, vendors, accounts, conditions, and statuses.


Once these attributes are created, users may want to add asset information (detailed in the Assets section of this document) or log in to a mobile device and use the Update feature (detailed in the Mobile Functions) section of this document.


It is recommended to tag 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 that when labeled assets are scanned in the future, the system will 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. To learn more about accessing a detailed view of this data that can be sorted, view the Reporting section of this document.


It is typical for RedBeam users to add new assets and update the data of pre-existing assets on an ongoing basis in either the Assets tab or with 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.


Users may periodically take a physical inventory of their assets, with the goal of scanning all assets matching the full asset list in the RedBeam 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.