Getting Started Using the Application
To establish an organized tracking environment, adhere to the recommended implementation workflow outlined below.
|
Step |
Phase |
Primary Action |
Recommended Tools |
|
1a |
System Setup |
Define foundational organizational metadata (Locations, Departments, Categories, Statuses). |
Setup Tab (Web Console) |
|
1b (1a can be skipped if metadata is pre-defined within a spreadsheet or 3rd party integration) |
Data Import |
Bulk upload existing spreadsheet data into the Asset Grid. |
Import Wizard (.xlsx, .csv) |
|
3 |
Tagging & Labeling |
Generate and affix unique barcode or RFID tags matching Asset IDs. |
RedBeam label printing or 3rd party label designer |
|
4 |
Operational Deployment |
Perform physical audits, manage check-in/out transactions, and run compliance reports. |
Mobile App / Web Console |
Core Asset Identifier (Asset ID): The Asset ID is the immutable primary key for every physical record. It supports alphanumeric values up to 100 characters. Barcode scans and RFID tags must directly resolve to this unique ID string.