Asset Families

TrackAbout uses two main hierarchical structures to manage your products:

• Asset Classification is used to manage products for inventory and reporting purposes.

• Asset Families are used to create unique workflows and rules for particular groups of products.

  Asset Families, Asset Collections and Asset Family Collection Reclassification Groups provide a way to structure business rules that apply to:

  • Registration

  • Filling

  • Reclassification

  • Valve Tracking

  • Lot Tracking

  • Gas Analysis

  • Physical Inventories

Asset Family Hierarchy

Just as asset classification uses a hierarchical structure to organize assets, Asset Families have their own organizational structure, made up of three different categories:

• Asset Families

• Asset Family Collections

• Asset Family Collection Reclassification Groups

Setting Up Asset Families

1. Choose Asset Families from the TrackAbout Config menu.

   

2. Click Create Asset Family ...

   

   ...to open Add New Asset Family.

   

   In addition to the standard input fields like Asset Family Name and Asset Family Collection, TrackAbout can be customized to have additional fields, so you might see different fields than shown above. To customize your Asset Families for your particular business needs, contact TrackAbout Support.

   NOTE

   Samples of Custom Rules which can be used with Asset Families:

   • Require Label Printing Before Closing Ramp Lot When set to yes (true), you are not allowed to close a ramp lot if Lot Labels have not yet been printed. When set to no (false), the lot can be closed automatically.

   • Requires Product Lot (Y/N) When true, the asset family always creates a product lot for fills. When false, a product lot is not created.

   • Requires Ramp Lot (Y/N) When true, the asset family always creates a ramp lot for fills. When false, a ramp lot is not created.

   • Skip Analysis After Fill (Y/N) When true, assets that are filled go immediately to a "Full" use state, rather than going to "Ready for Analysis". The resulting states can be customized.

   • Require Analysis Before Closing Ramp (Y/N) When true, assets in a lot must have an Analysis record before the ramp will be allowed to be closed. This option is disabled when the above option (Skip Analysis After Fill) is true.

   • Number of Assets to Analyze (Quantity) When assets are to be analyzed before the assets go to "Full", this determines the number of assets that need to be analyzed before all of the assets in the lot will go to Full.

   • Require Serial Number Specifies if a serial number is required for a given asset family when scanning assets (including bundles and packs) on the handheld.

   • Require 1:1 Full/Empty Product Code Mappings When set to true, all product codes in the asset family must have 1:1 full/empty mappings.

   • Is Fully Tracked When true, not-scanned assets with product codes in this asset family cannot be added to some actions.

3. When you’re done filling in all the required field, click Create Asset Family

4. Once created, you can assign Product Codes to the Asset Family. While still on the Add New Asset Family page, scroll to the bottom and click ADD CLASSIFICATION.

   

5. Select the Category, Group, Type, and Product Code to add to the Asset Family.

   

6. Click ADD CLASSIFICATION when done.

   

Deleting Asset Families

1. Go to TrackAbout Config ð Asset Families.

2. Before deleting, check that there are no Asset Classifications associated with the Asset Family.

   1. Click Edit next to the Asset Family you want to delete.

      

   2. Scroll to the bottom of the Add New Asset Family page to find Asset Classifications.

      

   3. Click Delete to remove any Asset Classifications.

      

   4. Return to the Asset Families page. Scroll up to the top of the Add New Asset Family page and click Back to Asset Families, or go to TrackAbout Config ð Asset Families.

      

3. Click Delete to the right of the Asset Family you want to delete.

   

Additional Set Up

Once your Asset Families have been established, they can be used in coordination with other TrackAbout Features.

Mapping Valve Types

Associate Valve Types with Asset Families to ensure operators are only allowed to use Valves for particular Products.

Through the TrackAbout Menu, choose List Valve Types under TrackAbout Config.

Click Add New Valve Type to open Create New Valve Type.

Once you have named the valve and saved the Valve Type you can assign Asset Families to that valve type.

Mapping Tanks and Racks

TrackAbout provides a feature to control Filling rules based on Tanks/Racks. If using this feature, Asset Families are assigned to Racks (also called Filling Manifolds) and only the assigned products are eligible for filling on the associated Rack.