Intellitrack Check In/Out Manuel d'utilisateur

iReasonable measures have been taken to ensure that the information included in this manual is complete and accurate. However, IntelliTrack reserves t

INTELLITRACK CHECK IN-OUT V8.1User Manualxx CHAPTER 5: Setup ...57Introduct

INTELLITRACK CHECK IN-OUT V8.1User Manual70The Security Privileges form appears.2. Place the access level in the Level column next to the Description

Chapter 5Setup71•Manage Inventory: Enter the access level (1 through 9) necessary to access the Inventory options from the ribbon (Manage > Inven-t

INTELLITRACK CHECK IN-OUT V8.1User Manual72•You do not have to assign all nine levels of access. If you want to use only five levels, then 5 would rep

Chapter 5Setup735.To set a password for this user, place the cursor in the New Password field. Enter the password in the New Password field; press the

INTELLITRACK CHECK IN-OUT V8.1User Manual743.Next, click inside the user name in the User ID column for the user name that you would like to edit.4. I

Chapter 5Setup755.Click the Close button found along the bottom of the form to close the form and save the changes.Changing the User PasswordImportant

INTELLITRACK CHECK IN-OUT V8.1User Manual765.Enter the new password in the New Password field.6. Enter the new password again in the Verify field to v

Chapter 5Setup775.To continue deleting the record, select Yes . (To cancel deleting the record, select No. The form closes; you are returned to the Us

INTELLITRACK CHECK IN-OUT V8.1User Manual78•Check In/Out Titles: select to display the User Defined Titles form with Check In-Out field name titles av

Chapter 5Setup79The inventory titles available for custom defining are listed in the Nor-mal Title column.3. Place the cursor in the Normal Title colu

Table of ContentsxiEditing a Model ... 99Deleting a Model ...

INTELLITRACK CHECK IN-OUT V8.1User Manual80Important:User titles in the DMS Batch application are customized at the Main form of the DMS Batch Synchro

Chapter 5Setup81To add a customized query option to the Queries form in the application, select Tools > Customize > Queries options in the ribbo

INTELLITRACK CHECK IN-OUT V8.1User Manual82Caution: Form Name is the actual object name of the form that is used when the Title is selected. If Form N

Chapter 5Setup834.A warning message appears, asking you if you are sure that you want to delete this record. Select Yes to delete the record and clos

INTELLITRACK CHECK IN-OUT V8.1User Manual841.In this form, click the Add button to add a report to the application. (Please refer to your Access docum

Chapter 5Setup85Caution:Name is the actual object name of the report that is run when Title is selected. If Name is accidentally removed or entered in

INTELLITRACK CHECK IN-OUT V8.1User Manual861.Select Tools > Customize > Reports from the ribbon. The Customize Reports form appears.2. Select th

Chapter 5Setup87To add a custom bar code label format in the Bar Code Labels form, select the Custom Label Type option in the Bar Code Labels form. Fo

INTELLITRACK CHECK IN-OUT V8.1User Manual882283.book Page 88 Thursday, July 7, 2011 2:29 PM

89 CHAPTER 6LookupsIntroductionManufacturerModelCategoryConditionSiteDepartmentAccountUnit of MeasureEmployee/Customer2283.book Page 89 Thursday, Ju

INTELLITRACK CHECK IN-OUT V8.1User ManualxiixiiAdding a Location to a Site...

INTELLITRACK CHECK IN-OUT V8.1User Manual90IntroductionIntelliTrack Check In-Out lookups help you accurately track site, item, and inventory data by m

Chapter 6Lookups91edit, or delete a manufacturer from the Mfr form, please refer to the sec-tions that follow.Reaching the Manufacturer Lookup FormYou

INTELLITRACK CHECK IN-OUT V8.1User Manual922.Click the Add button found along the bottom of the form to place the form in Add mode.The cursor appears

Chapter 6Lookups936.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to exit the

INTELLITRACK CHECK IN-OUT V8.1User Manual943.The manufacturer that you selected appears in the field above the Man-ufacturer list. Edit the manufactur

Chapter 6Lookups955.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to close th

INTELLITRACK CHECK IN-OUT V8.1User Manual962.Click the Delete button.The manufacturer is removed from the list.3. The form has been reset and is ready

Chapter 6Lookups97Reaching the Model FormSelect Manage > Lookup Tables > Model option from the ribbon.The Model form appears.Adding a ModelTo ad

INTELLITRACK CHECK IN-OUT V8.1User Manual982.The cursor appears in the field above the Model list; enter the new model in this field. The Save and Und

Chapter 6Lookups994.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to close th

Table of ContentsxiiiMoving a Check Out Item ... 180Mass Move Form

INTELLITRACK CHECK IN-OUT V8.1User Manual1003.Edit the entry in this field.(If you want to cancel your change to the entry, click the Undo button.)4.

Chapter 6Lookups1016.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button to close t

INTELLITRACK CHECK IN-OUT V8.1User Manual102CategoryA category refers to the types of items or goods stocked in your facility. A category could be rel

Chapter 6Lookups103Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashes, dots and spac

INTELLITRACK CHECK IN-OUT V8.1User Manual104The field clears and the newly added category is now part of the Cate-gory list.4. The form has been reset

Chapter 6Lookups1052.Next, click the Change button.The category will appear in the field above the Category list. Edit the category entry.(To cancel t

INTELLITRACK CHECK IN-OUT V8.1User Manual1064.The form has been reset and is ready for more transactions. When you finished at this form, click the Cl

Chapter 6Lookups107ConditionA condition describes the state of the equipment, goods, or products that are tracked in the application. They are maintai

INTELLITRACK CHECK IN-OUT V8.1User Manual108for dashes, dots, and spaces, if you use special characters or quotes when entering data in the applicatio

Chapter 6Lookups1094.The form has been reset and is ready for more transactions. When you are finished at this form, click the Close button.Editing a

INTELLITRACK CHECK IN-OUT V8.1User ManualxivxivReaching the Import and Export Options...

INTELLITRACK CHECK IN-OUT V8.1User Manual1102.Next, click the Change button.3. The condition will appear in the field above the Condition list. Edit t

Chapter 6Lookups1115.The condition will appear in the Condition list with the changes in place.6. The form has been reset and is ready for more transa

INTELLITRACK CHECK IN-OUT V8.1User Manual112form so that they will be available as selections in the various Check In-Out forms. After you have enable

Chapter 6Lookups1133.Click the Add button found along the bottom of the form.4. The cursor appears in the field above the Site list. Enter the new sit

INTELLITRACK CHECK IN-OUT V8.1User Manual1146.The field clears and the newly added site is now part of the Site list.7. The form has been reset and is

Chapter 6Lookups115Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashes, dots and spac

INTELLITRACK CHECK IN-OUT V8.1User Manual116To cancel your changes, click the Undo button.4. Click the Save button to save your changes to the entry.5

Chapter 6Lookups117DepartmentA department refers to a specialized division of your organization (i.e., Accounting Department, Engineering Department).

INTELLITRACK CHECK IN-OUT V8.1User Manual118Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception

Chapter 6Lookups119(To cancel adding this entry, click the Undo button.4. Click the Save button to save the new entry to the list.The field clears and

Table of ContentsxvPrinting and Previewing Location and Item Labels... 263Printing Sequential Labels ..

INTELLITRACK CHECK IN-OUT V8.1User Manual120Editing a DepartmentTo edit a department in the Dept form, please refer to the steps below:Warning: When e

Chapter 6Lookups121Click the Undo button to cancel the change to the department entry.4. Click the Save button to save your changes.The field clears a

INTELLITRACK CHECK IN-OUT V8.1User Manual122Deleting a DepartmentTo delete a Department from the Dept list, please refer to the steps below:1. From th

Chapter 6Lookups1232.The Accounts form appears:3. Click the Add button found along the bottom of the form to place the form in the Add mode. The curso

INTELLITRACK CHECK IN-OUT V8.1User Manual124To cancel adding this entry, click the Undo button.5. Click the Save button to save the entry to list.The

Chapter 6Lookups125Editing the AccountTo edit an account entry, please refer to the instructions that follow.Warning: When entering data in the applic

INTELLITRACK CHECK IN-OUT V8.1User Manual126The field clears and the edited entry appears in the list.5. The form has been reset and is ready for more

Chapter 6Lookups127define them for the item in the Item Data form. Listing them in the Mea-sure form makes them available as UOM selections in the app

INTELLITRACK CHECK IN-OUT V8.1User Manual1284.The cursor is placed in the field above the Unit of Measure list. The Save and Undo buttons become enabl

Chapter 6Lookups129Editing a Unit of MeasureTo edit a unit of measure, please refer to the instructions below.Warning: When entering data in the appli

INTELLITRACK CHECK IN-OUT V8.1User ManualxvixviPreviewing Uploaded Data ...

INTELLITRACK CHECK IN-OUT V8.1User Manual1303.When you are finished editing the entry, click the Save button to save the change.The field clears and t

Chapter 6Lookups131Employee/CustomerInformation about your customers and employees are added to the data-base at the Employee/Customer form. When your

INTELLITRACK CHECK IN-OUT V8.1User Manual132Adding New Employee or Customer InformationWarning: When entering data in the application, DO NOT USE spec

Chapter 6Lookups1334.Enter the company where this customer/employee works in the Com-pany field. Press the <Ta b> key to advance to the Name fie

INTELLITRACK CHECK IN-OUT V8.1User Manual13418.Enter the Email address for the customer/employee in the Email field. Press the <Tab> key to adva

135 CHAPTER 7Initializing the SystemInitializing the SystemCreating Locations ManuallyReaching the Location Data FormAdding a Location to a SiteChangi

INTELLITRACK CHECK IN-OUT V8.1User Manual136Initializing the SystemOnce you have set up your system options and lookups, you are ready to add location

Chapter 7Initializing the System137Use the Location Data form to list all locations, and to add, delete and change location data. Each location contai

INTELLITRACK CHECK IN-OUT V8.1User Manual138Adding a Location to a SiteTo add location data, complete the following steps:Warning: When entering data

Chapter 7Initializing the System139Changing Location InformationTo change location data, complete the following steps:1. Open the Location form and se

Table of Contentsxvii CHAPTER 21: CE Data Searching ...375Overview...

INTELLITRACK CHECK IN-OUT V8.1User Manual140Adding Items ManuallyWarning: When entering data in the application, DO NOT USE special characters or quot

Chapter 7Initializing the System141TABLE 4. Item Data Form ButtonsButton Function DescriptionAdd Places the form in Add mode. Allows you to add an ite

INTELLITRACK CHECK IN-OUT V8.1User Manual142Adding an Item to the DatabaseItems are manually added to inventory at the Item Data form in the appli-cat

Chapter 7Initializing the System143item IDs added to this item will be available as kit item IDs for item ID kit building.• Both: Items that may funct

INTELLITRACK CHECK IN-OUT V8.1User Manual1443.Enter the item number in the Item # field. Press the <Tab> key to advance to the Alt No field.4. E

Chapter 7Initializing the System14511.If applicable, enter any comments about this item in the Comment area of the form.12. At this point, you have en

INTELLITRACK CHECK IN-OUT V8.1User Manual146The Item Data form contains an Add Item # to Location process button along the bottom of the form. When yo

Chapter 7Initializing the System147Out. Kit building enables you to assemble similar item IDs together into a single kit for check out, reservation, a

INTELLITRACK CHECK IN-OUT V8.1User Manual1483.Enter the item number in the Item # field.4. Press the Tab key to reach the Alternate Item # field. If a

Chapter 7Initializing the System1499.Next, in the Item Type portion of the form, select Check Out Item for this item to designate this item as a check

INTELLITRACK CHECK IN-OUT V8.1User ManualxviiixviiiDatabase Backup and Restore with SQL Server/SQL Express ...419Database Backup

INTELLITRACK CHECK IN-OUT V8.1User Manual150is marked as a check out item, the Detail button along the bottom of the Item Data form is enabled.From th

Chapter 7Initializing the System151Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashe

INTELLITRACK CHECK IN-OUT V8.1User Manual152Use the Check In Time field to enter a check in time for the item. This field is used as a reference only,

Chapter 7Initializing the System153TAB to each of the remaining fields to enter the following information for each check item ID. Note: You must enter

INTELLITRACK CHECK IN-OUT V8.1User Manual154•Calib Period: if applicable, enter the calibration period in days for the check out item.• Warranty Exp D

Chapter 7Initializing the System155Adding a Picture of the ItemIf you enabled the Pictures option in the Setup/Options form, you are able to link an i

INTELLITRACK CHECK IN-OUT V8.1User Manual1562.The IntelliTrack navigation window appears. It defaults to the follow-ing folder: for 32-bit systems: C

Chapter 7Initializing the System157Establishing an Item Unit of MeasureAll Unit of Measure (UOM) entries in the Units of Measure Lookup table are disp

INTELLITRACK CHECK IN-OUT V8.1User Manual158Storing Reorder Quantity RangesYou are able to set a reorder quantity, a minimum quantity, and a maximum q

Chapter 7Initializing the System159Warning: When entering data in the application, DO NOT USE special characters or quotes with the exception of dashe

Table of ContentsxixAdding Reports... 479Custom Queries

INTELLITRACK CHECK IN-OUT V8.1User Manual1604.Enter the item number in the Item# field, and if applicable, enter an alternate item number in the Alt N

Chapter 7Initializing the System161check out items, this includes all item IDs). (If this is also a kit item, any kits associated with this item will

INTELLITRACK CHECK IN-OUT V8.1User Manual162Note: Inventory can also be created for consumable or both consumable/check out item definitions by follow

Chapter 7Initializing the System163Adding Check Out Item# Detail DataTo add check out item number information for a check out item, such as the check

INTELLITRACK CHECK IN-OUT V8.1User Manual164Use the Check In Time field to enter a check in time for the item. This field is used as a reference only,

Chapter 7Initializing the System165•Week: select this option to charge rent by the week.• Month: select this option to charge rent by the month.Charge

INTELLITRACK CHECK IN-OUT V8.1User Manual166•Next Maintenance Date: if applicable, updates automatically after a maintenance transaction is performed

167 CHAPTER 8Managing InventoryWorking with Inventory InformationLocation/Item# and Item#/Location Form ButtonsLocation/Item# FormViewing Items by Loc

INTELLITRACK CHECK IN-OUT V8.1User Manual168Working with Inventory InformationIntelliTrack Check In-Out tracks item status for check out items (i.e.,

Chapter 8Managing Inventory169•Item#/Location Form: To reach the Item#/Location form, select the Manage tab > from the Inventory portion of the Man

INTELLITRACK CHECK IN-OUT V8.1User ManualiiIntelliTrack SOFTWARE License Agreement THIS SOFTWARE LICENSE AGREEMENT FOR RESELLERS AND END-USERS IS YOUR

INTELLITRACK CHECK IN-OUT V8.1User ManualxxxxReceipt Transactions Report ...

INTELLITRACK CHECK IN-OUT V8.1User Manual170Location/Item# and Item#/Location Form ButtonsThe Location/Item# form and the Item#/Location form contain

Chapter 8Managing Inventory171Location/Item# Form The Location/Item# form provides a method of viewing and editing loca-tions and the items stored in

INTELLITRACK CHECK IN-OUT V8.1User Manual1723.To reference this transaction with an Order# or Move Reference#, enter the data in the Job/Ref# field an

Chapter 8Managing Inventory173Changing Quantity and Lot InformationTo edit a consumable item inventory record found in the Location/Item# form, please

INTELLITRACK CHECK IN-OUT V8.1User Manual174Adding an Item to a LocationTo add consumable inventory to a location, complete the following steps:1. Cli

Chapter 8Managing Inventory175Enter the quantity stored in the Quantity field.By default, the logged in user is placed in the Inv ID field. If recordi

INTELLITRACK CHECK IN-OUT V8.1User Manual176from the list that appears. All locations at the default site that contain check out items are displayed i

Chapter 8Managing Inventory177The item is automatically placed in the Item# field, the Site is automat-ically placed in the Site field, the Location i

INTELLITRACK CHECK IN-OUT V8.1User Manual178Note: A check out item is moved at the Move Check Out Item form. Please refer to “Moving a Check Out Item”

Chapter 8Managing Inventory179Note: To remove a check out item ID from inventory, use the retire func-tion. For more information, see “Retiring an Ite

xxiPREFACEAbout This DocumentationThe DMS 8.1 InterfaceAction ConventionsMouse ActionsSelecting Ribbon OptionsProcessing Transactions in Check In-OutC

INTELLITRACK CHECK IN-OUT V8.1User Manual1806.Enter lot data in the (optional) Lot field. Press the TAB key to advance to the next field.7. Enter the

Chapter 8Managing Inventory1814.Enter the transaction reference number for the move, if desired, in the Job/Ref# field. (The Reference # is not a syst

INTELLITRACK CHECK IN-OUT V8.1User Manual182To perform a “mass move” (moving all items in one location to another location) of inventory, refer to the

Chapter 8Managing Inventory183Check Out Items check box, a dialog box appears asking you if you want to change the Normal Location for this check out

INTELLITRACK CHECK IN-OUT V8.1User Manual1842283.book Page 184 Thursday, July 7, 2011 2:29 PM

185 CHAPTER 9Check Out FunctionsPerforming a Check Out TransactionThe Check Out ProcessPerforming a Check In TransactionChecking In ItemsRetiring an I

INTELLITRACK CHECK IN-OUT V8.1User Manual186Performing a Check Out TransactionUse the Check Out form to manage your check out transactions for check o

Chapter 9Check Out Functions1873.The Site List field contains the default site; the inventory data from the selected site will be available for item c

INTELLITRACK CHECK IN-OUT V8.1User Manual188•Click Ye s to close the dialog box and view the past due items in the middle right portion of the Check

Chapter 9Check Out Functions189Note: Since ItemID, Cust/Emp ID, Name and Company are user defin-able titles, these prompts will change if you change t

INTELLITRACK CHECK IN-OUT V8.1User ManualxxiiThe DMS 8.1 InterfaceDMS 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft Access 2010,

INTELLITRACK CHECK IN-OUT V8.1User Manual1902.Click the drop-down arrow in the Item ID field and select the item ID for check out from the list that a

Chapter 9Check Out Functions191If the item ID is part of a kit, a message appears to notify you that this item is part of a kit and checking it out wi

INTELLITRACK CHECK IN-OUT V8.1User Manual192based upon the information about the check out item that is entered in the Check Out Detail form.Performin

Chapter 9Check Out Functions1932.Click the drop-down arrow in the Site List field; a list of application sites appears (your ability to view and/or mo

INTELLITRACK CHECK IN-OUT V8.1User Manual194Note: If past due items are associated with the item being checked in, the Past Due button toggles the Pas

Chapter 9Check Out Functions195(You can select or define new locations for the currently selected site only.)4. To receive a consumable item while in

INTELLITRACK CHECK IN-OUT V8.1User Manual1963.A dialog box appears asking if you want to retire this item. Select Ye s to close the dialog box and re

Chapter 9Check Out Functions197Check In Inventory ItemsTo start using Check In-Out if part numbers (consumables only) are already bar coded or to relo

INTELLITRACK CHECK IN-OUT V8.1User Manual198•Click Ye s to open a form for defining data for the new Item ID. Select or enter an item number for the

Chapter 9Check Out Functions199Click Yes to add the item at this time. You are returned to the Add Item form.Click the drop-down arrow in the Normal

PrefaceAbout This DocumentationxxiiiThe Work Area of the screen contains a Dashboard tabbed window, which is the default window.When you open other ap

INTELLITRACK CHECK IN-OUT V8.1User Manual200item anyway. Select Yes to check in the item. The past due information appears in the Check In form.4. Se

Chapter 9Check Out Functions2012.The Maintenance and Calibration form appears.3. By default, the default site is listed in the Site List field; if you

INTELLITRACK CHECK IN-OUT V8.1User Manual20213.Next, select the item’s location by clicking the drop-down arrow in the Location field and selecting th

Chapter 9Check Out Functions203Reserving a Check Out ItemThe Reservation feature enables you to reserve a check out item or a kit for a person for a p

INTELLITRACK CHECK IN-OUT V8.1User Manual2043.The default site is automatically listed in the Site List field. If you have the rights to view and modi

Chapter 9Check Out Functions205Canceling a ReservationAfter an item is reserved to an employee or customer, you are able to can-cel the reservation. T

INTELLITRACK CHECK IN-OUT V8.1User Manual206transaction is canceled, this means that the form closes but the item is still reserved in the system.)Add

Chapter 9Check Out Functions207drop-down arrow in the Site List field and select the site to which the Item IDs will be received from the list that ap

INTELLITRACK CHECK IN-OUT V8.1User Manual208all items in the kit remain grouped together during a kit item ID check out, a kit item ID reservation, or

Chapter 9Check Out Functions2094.In the detail portion of the form, click the drop-down arrow in the Item ID field and select an item ID from the list

INTELLITRACK CHECK IN-OUT V8.1User ManualxxivWhen you want to close a tabbed window, click on it to bring it to the front and click the Close button f

INTELLITRACK CHECK IN-OUT V8.1User Manual2106.To save the kit and clear the form, click the Do It button.7. To save the kit and close the form, click

Chapter 9Check Out Functions2112.The default system site is entered in the Site List field. To change the system site entered in the Site List field,

INTELLITRACK CHECK IN-OUT V8.1User Manual212change. Click the drop-down arrow in the Item ID field and select another item ID to change the Item ID en

Chapter 9Check Out Functions2138.To remove this item from the kit, select Yes . (To keep this item in the kit, select No.) The message closes; you are

INTELLITRACK CHECK IN-OUT V8.1User Manual214Click the Do It button to save the changes made to the kit and clear the form. The Kit Builder form is rea

Chapter 9Check Out Functions2152.Select the ItemID that you want to retire from the ItemID column.If you want to retire a consumable item, select an I

INTELLITRACK CHECK IN-OUT V8.1User Manual2162283.book Page 216 Thursday, July 7, 2011 2:29 PM

217 CHAPTER 10Issuing and Receiving ItemsStock IssuePerform IssuesReceiptsPerform ReceiptsReceive/Check In Inventory DataReceive Inventory DataGenerat

INTELLITRACK CHECK IN-OUT V8.1User Manual218Stock IssueUse Stock Issue to dispense consumable items to individuals, jobs or departments. IntelliTrack

Chapter 10Issuing and Receiving Items219Enter the job or order number in the Job/Order# field and press TAB.3. Enter a value in the Department field a

PrefaceAbout This Documentationxxv1.Click on the Manage Command tab to reach the Manage options. The Manage options appear along the bottom of the Man

INTELLITRACK CHECK IN-OUT V8.1User Manual220Perform ReceiptsThe main difference between Check In-Out’s Receipts function and the Stock Issues, is that

Chapter 10Issuing and Receiving Items2213.Enter the job or order number in the Job/Order# field. Press TAB.4. Enter a value in the Department field an

INTELLITRACK CHECK IN-OUT V8.1User Manual222Receive/Check In Inventory DataTo add inventory data to the database during the receiving process: 1. Crea

Chapter 10Issuing and Receiving Items223Press TAB.5. Enter the item number received in the first row of the Item column. Either select the item from t

INTELLITRACK CHECK IN-OUT V8.1User Manual224all items received (one for each item) or one label per item (placed on a shelf where like items are store

225 CHAPTER 11Import-ExportReaching the Import and Export OptionsImporting Inventory DataAdditional Importing InformationImport File Type OptionsImpor

INTELLITRACK CHECK IN-OUT V8.1User Manual226Reaching the Import and Export OptionsImporting and exporting asset inventory data adds a flexibility to t

Chapter 11Import-Export227Importing Inventory DataData import capabilities in IntelliTrack Check In-Out are affected by whether the user is running th

INTELLITRACK CHECK IN-OUT V8.1User Manual228Import File Type OptionsThe Access Import/Export file type options are explained in the table below.Note:

Chapter 11Import-Export229Import File Type ExamplesWhen you import files into IntelliTrack via the standard import function, make sure that the file c

INTELLITRACK CHECK IN-OUT V8.1User ManualxxviProcessing Transactions in Check In-OutYou are often instructed to click a button along the bottom of the

INTELLITRACK CHECK IN-OUT V8.1User Manual230Comma Delimited File ExampleFor CommaOnly, the delimited file will look something like this:12345-1343,45,

Chapter 11Import-Export231AB3135332423,,,,TA-987,23. Place a comma separator in the fields where there is no data to maintain the integrity of the imp

INTELLITRACK CHECK IN-OUT V8.1User Manual232“Additional Importing Information” on page 227 for more information on importing.Before importing inventor

Chapter 11Import-Export233A message appears explaining this option and the requirements for the import file. To continue, select Ye s.4. An Import/Exp

INTELLITRACK CHECK IN-OUT V8.1User Manual2348.Assign the rest of the information to the newly imported item defini-tions. Refer to “Edit Existing/Inco

Chapter 11Import-Export2352.A dialog box appears that provides information on the compare pro-cess. Review it; if you want to run an import compare re

INTELLITRACK CHECK IN-OUT V8.1User Manual2365.Browse to the location of your import file and select the file to import.6. Click the Open button to gen

Chapter 11Import-Export2371.Select Import > Import > Append option from the ribbon to import an existing database.2. A message appears explainin

INTELLITRACK CHECK IN-OUT V8.1User Manual238Custom ImportCustom importing requires a full version of Microsoft Access. Use the Custom Import feature t

Chapter 11Import-Export239All tables from the DATACHE8.MDF are located at the end of the list.3. Select the folder in which to save the export file in

PrefaceAbout This DocumentationxxviiChoosing a SettingMany forms contain check boxes and/or radio buttons next to selection options; you are often ins

INTELLITRACK CHECK IN-OUT V8.1User Manual2402283.book Page 240 Thursday, July 7, 2011 2:29 PM

241 CHAPTER 12History, Queries, and ReportsViewing Inventory FeatureSorting on a Specific FieldHistoryViewing History ReportsRunning a Standard Applic

INTELLITRACK CHECK IN-OUT V8.1User Manual242Viewing Inventory FeatureYou are able to view a listing of all the item numbers in worksheet form at the I

Chapter 12History, Queries, and Reports243Sorting on a Specific FieldTo sort the information found in this form, please refer to the instructions that

INTELLITRACK CHECK IN-OUT V8.1User Manual2442.The History Details form appears. From the History Detail form, select the site (if activated) to view h

Chapter 12History, Queries, and Reports2453.In the Reports list area of the form, scroll to find the two history reports that are available: the Histo

INTELLITRACK CHECK IN-OUT V8.1User Manual2462.Scroll through the list to the History by Date Report selection and select it.3. Next, click the Select

Chapter 12History, Queries, and Reports2475.The default site is automatically entered in the Site List field. If Sites are enabled, you may select a s

INTELLITRACK CHECK IN-OUT V8.1User Manual2489.To print a copy of the report from the report preview windows, use the print options in the report previ

Chapter 12History, Queries, and Reports2492.Scroll through the report list and select History by Item Report.3. Select the Criteria button.4. The Hist

INTELLITRACK CHECK IN-OUT V8.1User Manualxxviii•Use the ALT key combined with the underlined letter of a feature to activate. For example, to access t

INTELLITRACK CHECK IN-OUT V8.1User Manual2505.To immediately print a copy of the report to your default printer, click the Print button from the Histo

Chapter 12History, Queries, and Reports2517.You may also print a copy of the report from the onscreen preview win-dow, by using the print options in t

INTELLITRACK CHECK IN-OUT V8.1User Manual252Reaching the Queries FormQueries may be previewed onscreen from the Queries form. To reach the Queries for

Chapter 12History, Queries, and Reports253Location/Items: select this option to query the locations by items. This query lists each location found in

INTELLITRACK CHECK IN-OUT V8.1User Manual254Inventory by Physical Date: click the Print button to print the query to the default printer or click the

Chapter 12History, Queries, and Reports255Item/Locations: click the Print button to print the query to the default printer or click the Close button t

INTELLITRACK CHECK IN-OUT V8.1User Manual256Reports Check In-Out contains several pre-formatted reports. Use these reports to manage inventory. Genera

Chapter 12History, Queries, and Reports257Cust/Emp ID Receipt by Job/Order# Listing of the checked out item no.’s for a specific job/order #History by

INTELLITRACK CHECK IN-OUT V8.1User Manual258View or Print Check In-Out ReportsDefine a set of criteria before viewing or printing most of the Check In

Chapter 12History, Queries, and Reports259(Reports that don’t require criteria definitions display the View or Print buttons at the bottom of the Repo

PrefaceAbout This DocumentationxxixENTER KeyThe ENTER key refers to the Return or Carriage Return key and is used to input data to a cell or field.ESC

INTELLITRACK CHECK IN-OUT V8.1User Manual260Export OptionWhile previewing the report onscreen the PDF or XPS export option is available in the ribbon.

261 CHAPTER 13Printing LabelsBar Code Label FeatureLabel Printer Required DriversPrinting and Previewing Location and Item LabelsPrinting Sequential L

INTELLITRACK CHECK IN-OUT V8.1User Manual262Bar Code Label Feature The Check In-Out application contains a print-only bar code engine. The Bar Code La

Chapter 13Printing Labels263Printing and Previewing Location and Item LabelsTo preview and print bar code labels for inventory item data and for loca-

INTELLITRACK CHECK IN-OUT V8.1User Manual264Item #/Location: Use the print function to print a specified range of Check In-Out item/location labels in

Chapter 13Printing Labels265The records available for label printing are found in the record list por-tion of the form. Use the Shift key or the Ctrl

INTELLITRACK CHECK IN-OUT V8.1User Manual266Note: IntelliTrack, Inc. supports Zebra Label printers. The bar code labels initiated in the Check In-Out

Chapter 13Printing Labels2675.In the Increment field, enter the incremental increase of each label number after the starting number. Press the Tab ke

INTELLITRACK CHECK IN-OUT V8.1User Manual268Printing Custom LabelsFor full label design capability, the Check In-Out application integrates with the N

Chapter 13Printing Labels269Creating a New Label FormatFor full label design capability, the Check In-Out application integrates with the NiceLabel ap

iii(2) as a reseller, you may sublicense repackaged units of the SOFTWARE as licensed to you by IntelliTrack, Inc., including a copy of this SOFT-WARE

INTELLITRACK CHECK IN-OUT V8.1User ManualxxxIntelliTrack Website Technical SupportThe most comprehensive source for technical support and information

INTELLITRACK CHECK IN-OUT V8.1User Manual270Item ID: create a new item identifier label. Cust/Emp ID: create a new cust/emp ID label.4. Click the New

Chapter 13Printing Labels271Editing an Existing Label FormatFor full label design capability, the Check In-Out application integrates with the NiceLab

INTELLITRACK CHECK IN-OUT V8.1User Manual272Item #/Description: edit item number and description labels for a specified label size in the label printi

Chapter 13Printing Labels2735.Click the Edit button found along the bottom of the form.6. The label printing software application opens the selected l

INTELLITRACK CHECK IN-OUT V8.1User Manual2742283.book Page 274 Thursday, July 7, 2011 2:29 PM

275 CHAPTER 14Installing DMS BatchDetermining your Device InstallationInstalling the CE Batch Portable ApplicationReaching your Device InstallerRetrie

INTELLITRACK CHECK IN-OUT V8.1User Manual276Determining your Device InstallationIntelliTrack supports many portable devices; please refer to the Hardw

Chapter 14Installing DMS Batch277Installing the CE Batch Portable ApplicationOnce you complete the Batch installation prerequisites, including:• Deter

INTELLITRACK CHECK IN-OUT V8.1User Manual278Support Matrix from the menu bar. The Hardware Support Matrix page appears.Or, open the Batch Portable Uti

Chapter 14Installing DMS Batch279Support Matrix” on page 277) and double-click on it to open the CE Setup Wizard.2. A security warning appears; select

1 CHAPTER 1IntroductionOverviewProgram RequirementsUsing Microsoft Access with Check In-OutInstallation and ActivationDisabling User Account ControlUp

INTELLITRACK CHECK IN-OUT V8.1User Manual280•To install all components, select the Full option. (We recommend that you select this option.)• To instal

Chapter 14Installing DMS Batch281When the application download to the device is complete, a notification message appears, telling you to check the han

INTELLITRACK CHECK IN-OUT V8.1User Manual2822283.book Page 282 Thursday, July 7, 2011 2:29 PM

283 CHAPTER 15Batch Utility PreferencesPreferences TabLocalization OptionsBatch Portable ApplicationCustomizing Captions in the Batch PortableApplicat

INTELLITRACK CHECK IN-OUT V8.1User Manual284Preferences Tab DMS Batch Utility options for language localization and upload process-ing are set in the

Chapter 15Batch Utility Preferences285Localization OptionsWith the Localization feature, customize the terminology in the DMS Batch Portable Applicati

INTELLITRACK CHECK IN-OUT V8.1User Manual286MessageA message refers to dialog box messages found in the DMS Batch Portable Application: All default me

Chapter 15Batch Utility Preferences2872.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. In the left pane o

INTELLITRACK CHECK IN-OUT V8.1User Manual288The right pane of the form contains four data columns:Form Name: lists the object name for the form in the

Chapter 15Batch Utility Preferences289Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK CHECK IN-OUT V8.1User Manual2OverviewThe IntelliTrack Check In-Out v8.1 SQL software is designed to be used with portable or fixed statio

INTELLITRACK CHECK IN-OUT V8.1User Manual2909.Click the Send button found in the bottom right corner of the form to send the caption changes to the Ba

Chapter 15Batch Utility Preferences2912.Next, in the left pane of the form, select Batch Portable Application from the menu tree.3. Underneath the Bat

INTELLITRACK CHECK IN-OUT V8.1User Manual292Message Name: lists the message name for the message in the Batch Portable Application.Default Message: li

Chapter 15Batch Utility Preferences293Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK CHECK IN-OUT V8.1User Manual2949.Click the Send button found in the bottom right corner of the form to send the message changes to the Ba

Chapter 15Batch Utility Preferences295MenuA menu refers to a menu name and menu option in the DMS Batch Syn-chronization Utility’s menu bar. For examp

INTELLITRACK CHECK IN-OUT V8.1User Manual296Renaming a Caption in the Batch UtilityTo rename a caption in the DMS Batch Synchronization Utility, pleas

Chapter 15Batch Utility Preferences2972.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. Underneath the

INTELLITRACK CHECK IN-OUT V8.1User Manual298The right pane of the form contains four data columns:Form Name: lists the object name for the form in the

Chapter 15Batch Utility Preferences299•Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

Chapter 1Introduction3and create custom reports and queries. [IntelliTrack DMS v8.1 supports Microsoft Access 2007 and 2010* (*for Microsoft Access 20

INTELLITRACK CHECK IN-OUT V8.1User Manual3002.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the l

Chapter 15Batch Utility Preferences301The right pane of the form contains three data columns:Menu Name: Lists the object name for the menu options in

INTELLITRACK CHECK IN-OUT V8.1User Manual302Double-click inside the column heading to sort the information. Each time you double-click, the sort order

Chapter 15Batch Utility Preferences3032.Next, in the left pane of the form, select Batch Synchronization Util-ity from the menu tree.3. In the left pa

INTELLITRACK CHECK IN-OUT V8.1User Manual304Message Name: lists the message name for the message in the Batch Synchronization Utility.Default Message:

Chapter 15Batch Utility Preferences305Double-click inside the column heading to sort the information. Each time you double-click, the sort order will

INTELLITRACK CHECK IN-OUT V8.1User Manual306Data Upload SettingsWhen you upload data from the handheld, you are able to specify process-ing rules for

Chapter 15Batch Utility Preferences3073.In the Processing Mode portion of the form, you are able to select the processing mode to use when uploading d

INTELLITRACK CHECK IN-OUT V8.1User Manual308Negative Quantity: to allow negative quantity inventory adjustments during the upload process, select the

Chapter 15Batch Utility Preferences309The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network path to

INTELLITRACK CHECK IN-OUT V8.1User Manual4Disabling User Account ControlIf you use the Windows Vista, Windows 7, or Windows Server 2008 oper-ating sys

INTELLITRACK CHECK IN-OUT V8.1User Manual3103.Veri f y th e Sync URL setting is correct by clicking the Test button. If the setting is correct, your

311 CHAPTER 16Data Upload and DownloadSending Data to the Batch Portable ApplicationTransferring DataUploading Data from the Batch Portable Applicatio

INTELLITRACK CHECK IN-OUT V8.1User Manual312Sending Data to the Batch Portable ApplicationYou will want to synchronize your data at regular intervals,

Chapter 16Data Upload and Download313If you do not send the security settings, security is not enforced in the batch portable application.When you sen

INTELLITRACK CHECK IN-OUT V8.1User Manual314device; user ID and password information (if applicable) will be sent to the Batch Portable Application an

Chapter 16Data Upload and Download315•To send a range of locations, click the drop-down arrow in the From field and select the first location in the l

INTELLITRACK CHECK IN-OUT V8.1User Manual3169.When you elect to send item numbers, the Include Descriptions check box becomes enabled. To send the ite

Chapter 16Data Upload and Download31715.As the data information is sent to the handheld device (localization changes, data selections such as sites, l

INTELLITRACK CHECK IN-OUT V8.1User Manual318via the synchronization process. Once the data is uploaded, it is processed at the DMS Batch Synchronizati

Chapter 16Data Upload and Download3193.If the handheld application is ready to synchronize data, click OK to close the message box and continue with t

Chapter 1Introduction5Portable Bar Code Reader SupportYour DMS application contains RF portable device support and CE Batch portable device support; p

INTELLITRACK CHECK IN-OUT V8.1User Manual3205.When the data transfer finishes, the status screen on the handheld closes and the records appear in the

Chapter 16Data Upload and Download321You may view all the uploaded data, or you may filter the data you view by user, site, or transaction type.• To v

INTELLITRACK CHECK IN-OUT V8.1User Manual322The records collected for any new locations appear in the record details portion of the form.• To filter t

Chapter 16Data Upload and Download323Processing the Uploaded DataOnce you upload the data, you will want to process it. After the data is pro-cessed,

INTELLITRACK CHECK IN-OUT V8.1User Manual3243.Click the Process button found along the bottom of the Upload Pro-cessing tab.The data is automatically

325 CHAPTER 17DMS Batch Application SetupIntroductionOpening the Batch Portable ApplicationLogging InLogging OutSetting Batch Portable Application Opt

INTELLITRACK CHECK IN-OUT V8.1User Manual326IntroductionThe DMS Batch Portable Application resides on the handheld device. It supports physical invent

Chapter 17DMS Batch Application Setup327If you sent security data to the Batch Portable application, the Batch Porta-ble application security settings

INTELLITRACK CHECK IN-OUT V8.1User Manual3283.The Inventory button contains two options.• Physical Inventory: select to perform a physical inventory f

Chapter 17DMS Batch Application Setup329Portable Application Options” on page 329. For more information about the About screen, please see “The About

INTELLITRACK CHECK IN-OUT V8.1User Manual62283.book Page 6 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual3302.When you transfer data to the handheld device, the site data, as set in the Batch Synchronization Utilit

Chapter 17DMS Batch Application Setup331data into the field. If the Batch Portable application screens take a long time to load because of large recor

INTELLITRACK CHECK IN-OUT V8.1User Manual332The view data options appear.• Sites: To view all site data found in the Batch Portable application data-b

Chapter 17DMS Batch Application Setup333The locations in the Batch Portable application are listed in the screen by site.The total location record cou

INTELLITRACK CHECK IN-OUT V8.1User Manual334Tap the ok button or the Windows Close icon (X) in the top right cor-ner of the screen to close the scree

Chapter 17DMS Batch Application Setup335Tap the ok button or the Windows Close icon (X) in the top right cor-ner of the screen to close the screen an

INTELLITRACK CHECK IN-OUT V8.1User Manual336The total amount of records are displayed in the Record Count field.To delete a specific record, select th

Chapter 17DMS Batch Application Setup337•Collected Data: To view the collected data in the Batch Portable appli-cation, tap View > Collected Data f

INTELLITRACK CHECK IN-OUT V8.1User Manual338A message box appears, asking you if you want to proceed with purging all collected data on the handheld.

Chapter 17DMS Batch Application Setup339•The batch portable application must be licensed and activated in order to fully transfer data to the workstat

7 CHAPTER 2DMS CE Batch SetupDMS Batch Installation OverviewBatch Installation Prerequisites by Operating SystemBatch Installation Prerequisites for W

INTELLITRACK CHECK IN-OUT V8.1User Manual3402283.book Page 340 Thursday, July 7, 2011 2:29 PM

341 CHAPTER 18CE Batch InventoryIntroductionCounting Physical InventoryMoving Inventory2283.book Page 341 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual342IntroductionThe Batch Portable application on the handheld device supports the fol-lowing asset inventory

Chapter 18CE Batch Inventory3433.Select the type of Inventory: Consumables or CheckOut Items.• Consumables work with physical inventories (check out i

INTELLITRACK CHECK IN-OUT V8.1User Manual3446.Enter the item number for the consumable item in the Item # field or the Item ID for check out items in

Chapter 18CE Batch Inventory345•Consumable Inventory: Consumables are associated with Issue and Receipt transactions. Moving consumables will prompt t

INTELLITRACK CHECK IN-OUT V8.1User Manual346To move check out items, select the CheckOut Items option from the Move menu. The Move-CheckOut Items scre

Chapter 18CE Batch Inventory347For a check out move, enter the Item ID to be moved in the Item ID field. If you move a kit item ID, all items in the k

INTELLITRACK CHECK IN-OUT V8.1User Manual34810.From the Destination tab in the Move-Consumable screen and the Move-CheckOut Items screen, tap the Move

349 CHAPTER 19CE Batch Check In-OutIntroductionChecking In ItemsChecking Out InventoryRetiring Check Out ItemsBuilding and Maintaining a KitBuilding a

INTELLITRACK CHECK IN-OUT V8.1User Manual8DMS Batch Installation OverviewThis section covers DMS CE Batch installation issues and procedures. Use the

INTELLITRACK CHECK IN-OUT V8.1User Manual350IntroductionYou are able to check in “checked out” items, check out items, retire check out inventory, and

Chapter 19CE Batch Check In-Out3513.Enter the unique item ID in the Item ID field.No quantity entry is required because it is always assumed to be a q

INTELLITRACK CHECK IN-OUT V8.1User Manual3524.If the item ID exists in the system, the Site field is automatically recog-nized by the system to be the

Chapter 19CE Batch Check In-Out353Checking Out InventoryThe check out transaction checks out or assigns inventory to a customer or employee. The syste

INTELLITRACK CHECK IN-OUT V8.1User Manual3545.In the Department field, enter the department associated with this transaction. Departments can be assoc

Chapter 19CE Batch Check In-Out355Enter the location associated with the item ID in the Location field and enter the item number associated with the i

INTELLITRACK CHECK IN-OUT V8.1User Manual356Note: The entries on screens throughout the application may be scanned or entered via the keypad on the de

Chapter 19CE Batch Check In-Out357are also retired. If the item ID is part of kit, this item ID will be removed from the kit when it is retired.4. If

INTELLITRACK CHECK IN-OUT V8.1User Manual3587.Tap the ok button or the Windows Close icon (X) to close the Retire screen and return to the Main screen

Chapter 19CE Batch Check In-Out3592.The Kit Item ID field is required. It is a unique ID assigned to a check out item that is also a kit item. The Kit

Chapter 2DMS CE Batch Setup9Batch Installation Prerequisites by Operating SystemThe steps for completing the IntelliTrack DMS Batch Application prereq

INTELLITRACK CHECK IN-OUT V8.1User Manual360adding this kit item ID to the application. All information in the Build a Kit screen except the Site sele

Chapter 19CE Batch Check In-Out361The Select Item screen lists the item IDs associated with the item entered in the Item ID field. At this screen, sel

INTELLITRACK CHECK IN-OUT V8.1User Manual362The item ID is immediately placed in the Details portion of the Build a Kit screen (the Select Item screen

Chapter 19CE Batch Check In-Out36311.If you do not want to save this kit, tap the Clear button to clear the kit data from the screen and cancel adding

INTELLITRACK CHECK IN-OUT V8.1User Manual3642.The Maintain a Kit screen appears. Use this screen to itemize the items in a selected kit. Ideally, you

Chapter 19CE Batch Check In-Out3654.After you select a Kit Item ID, the items in the Kit Item ID record pop-ulate the screen. (If this is a blank kit,

INTELLITRACK CHECK IN-OUT V8.1User Manual3667.At the screen, select the item ID that is found in the kit. Next, tap the Select button.8. You are retur

Chapter 19CE Batch Check In-Out36710.The item ID will be removed from the kit record.11. Continue scanning or entering the kit items in the Item ID fi

INTELLITRACK CHECK IN-OUT V8.1User Manual368dated as part of this kit, and is saved to the kit record. If the item does not contain an asterisk, it wi

369 CHAPTER 20CE Batch Issues and ReceiptsIntroductionIssuing InventoryThe Receipt Process2283.book Page 369 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manualiv30-Day Guarantee; DisclaimerIf the SOFTWARE is inoperable due to any defects in the media on which the SOFT

INTELLITRACK CHECK IN-OUT V8.1User Manual105.After you setup Remote Data Access and install IntelliTrack, test your setup by going to the DMS Batch Sy

INTELLITRACK CHECK IN-OUT V8.1User Manual370IntroductionIssuing removes items from your inventory. During the Issue process, the items that are remove

Chapter 20CE Batch Issues and Receipts3713.From the Location tab, enter the appropriate site or use the default site if it was selected and it is the

INTELLITRACK CHECK IN-OUT V8.1User Manual37213.Click the ok button or the Windows Close icon (X) to return to the Main screen.The Receipt ProcessRecei

Chapter 20CE Batch Issues and Receipts3733.Enter the appropriate site in the Site field or use the default site if it was selected.4. Enter the destin

INTELLITRACK CHECK IN-OUT V8.1User Manual3742283.book Page 374 Thursday, July 7, 2011 2:29 PM

375 CHAPTER 21CE Data SearchingOverviewSearching for SitesSearching for LocationsSearching for ItemsSearching for Inventory By LocationSearching by Qu

INTELLITRACK CHECK IN-OUT V8.1User Manual376OverviewThe Find function in the CE Batch Portable Application enables you to search for site location:• T

Chapter 21CE Data Searching377To search for a specific site, enter the site in the Site field and then tap the Find button. (To remove the entry in th

INTELLITRACK CHECK IN-OUT V8.1User Manual378After you tap the Find button, the site or sites that match the search parameters are listed in the Search

Chapter 21CE Data Searching3792.If you are using multiple sites and downloaded all sites to the Batch Portable Application, or if you added new sites/

Chapter 2DMS CE Batch Setup11Required IIS Settings for Windows Vista and Windows 7Important: These requirements pertain to the Windows Vista and Win-d

INTELLITRACK CHECK IN-OUT V8.1User Manual380To search for location by a partial data string, enter the data in the Location field and mark the Partial

Chapter 21CE Data Searching381Items may be searched by item number or by description. To search for items by item number, click the drop-down arrow in

INTELLITRACK CHECK IN-OUT V8.1User Manual3822.Click the Find button. The results appear in the Search Results portion of the screen.The items that mat

Chapter 21CE Data Searching383Searching by Site and LocationTo search for inventory by location data by location, please refer to the instructions bel

INTELLITRACK CHECK IN-OUT V8.1User Manual384To search for inventory by location by a specific location, enter the location in the Search field.To sear

Chapter 21CE Data Searching385The inventory that matches the search parameters are listed in the Search Results portion of the screen.The number of re

INTELLITRACK CHECK IN-OUT V8.1User Manual3862.If you are using multiple sites and have multiple sites in the Batch Por-table Application database, you

Chapter 21CE Data Searching387The inventory that matches the search parameters are listed in the Search Results portion of the screen.The number of re

INTELLITRACK CHECK IN-OUT V8.1User Manual3882.If you are using multiple sites and have multiple sites in the Batch Por-table Application database, you

Chapter 21CE Data Searching389The Find Inventory By Location screen appears.2. If you are using multiple sites and have multiple sites in the Batch Po

INTELLITRACK CHECK IN-OUT V8.1User Manual12Turning on the IIS Web Management ToolsTo turn on the IIS Web Management Tools features, please refer to th

INTELLITRACK CHECK IN-OUT V8.1User Manual390Searching by QuantityTo search for inventory by location data by quantity, please refer to the instruction

Chapter 21CE Data Searching3915.Tap the ok button or the Windows Close icon (X) to close this screen and return to the Main screen.Searching for Depar

INTELLITRACK CHECK IN-OUT V8.1User Manual3921.In the Find screen, tap the drop-down arrow in the Find field and select Customers from the list that ap

Chapter 21CE Data Searching393To view the collected data transactions in the Batch Portable Application, please refer to the steps below.1. From the F

INTELLITRACK CHECK IN-OUT V8.1User Manual394The Batch Portable Application supports twelve types of transactions, which are listed in Table 10, “Batch

Chapter 21CE Data Searching395To view the Check In transactions for check out items, tap the drop-down arrow in the Transaction field and select Check

INTELLITRACK CHECK IN-OUT V8.1User Manual3962283.book Page 396 Thursday, July 7, 2011 2:29 PM

397Appendix AData StructureData TablesSiteInventory TableInventory by Location TableBin Location TabletblCheck TableField Types2283.book Page 397 Th

INTELLITRACK CHECK IN-OUT V8.1User Manual398Data TablesThis section contains information about the site, inventory, inventory by location, bin locatio

Appendix AData Structure399ALT_NO No Text 25 Alternate Part NumberItem Image No Text 255 Image Location for ItemMO_USG No Currency 8 Monthly Usage =

Chapter 2DMS CE Batch Setup133.Click the plus sign next to the Application Development Features selection, the options available for this selection ap

INTELLITRACK CHECK IN-OUT V8.1User Manual400Inventory by Location TableUSER23 No Number Long IntegerUser Defined Field 23USER24 No Date/Time 8 User De

Appendix AData Structure401The Inventory by Location Table holds actual quantity, sites and locations. Shows where items are stored.Lot Yes/PKey Text

INTELLITRACK CHECK IN-OUT V8.1User Manual402Bin Location TableDefinition table for Locations where items can be stored. Can be different for each site

Appendix AData Structure403Field TypesFollowing is a brief summary of the field types and size settings for fields associated with your database tabl

INTELLITRACK CHECK IN-OUT V8.1User Manual404 TABLE 16. Data Type SettingsField Type Size SettingsField Types Size SettingsText (Default) Text up to 25

405Appendix BDatabase MaintenanceVerifying Database ConnectionIntelliTrack DatabaseSQL Server Logon InformationTesting the Database Connection via the

INTELLITRACK CHECK IN-OUT V8.1User Manual406Verifying Database ConnectionYour IntelliTrack application contains a database that stores your data and a

Appendix BDatabase Maintenance407that it must be a strong password. A strong password meets the following requirements:1. Can’t contain the account n

INTELLITRACK CHECK IN-OUT V8.1User Manual408The screen example below shows the DATA.UDL file in the Check In-Out folder on a 32-bit system.TABLE 20. I

Appendix BDatabase Maintenance409Database Connection Test ExampleYou are able to easily test your IntelliTrack application’s database connec-tion by

INTELLITRACK CHECK IN-OUT V8.1User Manual14•For 32-bit operating systems, you must install the asp.net and IIS 6 Management Compatibility role service

INTELLITRACK CHECK IN-OUT V8.1User Manual4104.To test the server and database connection for Check In-Out, select the Test Connection button in the Da

Appendix BDatabase Maintenance4116.If the test connection fails, it is usually because the database cannot be located or the server name or logon inf

INTELLITRACK CHECK IN-OUT V8.1User Manual4123.It contains the server name, authentication, and database name of your IntelliTrack database. If all nec

Appendix BDatabase Maintenance413Changing the Application Database ConnectionThe application database connection is set at application installation.

INTELLITRACK CHECK IN-OUT V8.1User Manual4143.The server is found in the 1. Select to enter a server name field. (This is the SQL Server that runs you

Appendix BDatabase Maintenance415example for Check In-Out: DATACHE80, and then browsing or enter-ing the database name including the full path to it

INTELLITRACK CHECK IN-OUT V8.1User Manual4162.In the Database portion of the Options window, click the Change Database button. The Data Link Propertie

Appendix BDatabase Maintenance417then browsing or entering the data file name, including the full path (example for 32-bit systems: C:\Program Files\

INTELLITRACK CHECK IN-OUT V8.1User Manual418•Select the radio button next to the Use Windows NT Integrated security option if you are using NT Authent

Appendix BDatabase Maintenance419Database MaintenanceWe recommend backing up the database every day. Use SQL Server or an IntelliTrack Utility to bac

Chapter 2DMS CE Batch Setup15Batch Installation Prerequisites for Windows XP/Windows Server 2003If you are using Windows XP or Windows Server 2003, fo

INTELLITRACK CHECK IN-OUT V8.1User Manual4203.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of

Appendix BDatabase Maintenance4215.In the right-click menu, select Ta sks > Back Up.6. The Back Up Database dialog appears. The General page is d

INTELLITRACK CHECK IN-OUT V8.1User Manual4227.In the Back Up Database window, accept all the default settings in the Source and Backup set portion of

Appendix BDatabase Maintenance4239.The Destination area of the window is cleared.10. Next, select where you want the backup to go. Click the Add butt

INTELLITRACK CHECK IN-OUT V8.1User Manual42413.Click OK to close this window. You are returned to the Select Backup Destination window. The database l

Appendix BDatabase Maintenance42514.In the Select Backup Destination dialog, click the OK button to close it. You are returned to the Backup Database

INTELLITRACK CHECK IN-OUT V8.1User Manual42616.In the Options portion of the Back Up Database window, in the Over-write Media portion to the right, se

Appendix BDatabase Maintenance42718.The database is backed up. (Note the default location of your database backup file; it is found in the Destinatio

INTELLITRACK CHECK IN-OUT V8.1User Manual4283.Once you are connected, the IntelliTrack database appears in the Object Explorer portion (left pane) of

Appendix BDatabase Maintenance4294.Select the IntelliTrack database that you want to restore and then right-click it. The right-click menu appears.5.

INTELLITRACK CHECK IN-OUT V8.1User Manual16Important:If you do not enable the DMS web extension in IIS v6.0, you cannot synchronize the Check In-Out v

INTELLITRACK CHECK IN-OUT V8.1User Manual4306.The Restore Database window appears. It automatically selects the Destination and Source to restore. Thi

Appendix BDatabase Maintenance4319.The Specify Backup dialog appears. Click the Add button in the Spec-ify Backup dialog.10. The Locate Backup File w

INTELLITRACK CHECK IN-OUT V8.1User Manual43212.Click Ok to close the Specify Backup window. You are returned to the Restore Database window. This file

Appendix BDatabase Maintenance43314.In the Select Page portion of the Restore Database window select the Options selection to view the Options portio

INTELLITRACK CHECK IN-OUT V8.1User Manual43416.If restoring a backup to the same database that the backup file came from, the Restore As “destination”

Appendix BDatabase Maintenance43518.When the database is successfully restored, the following message appears onscreen.19. Click OK to close the mess

INTELLITRACK CHECK IN-OUT V8.1User Manual4362.These utilities are found in your program folder:• For 32-bit systems:For 64-bit systems:TABLE 21. Intel

Appendix BDatabase Maintenance4373.To create a backup, double-click the backup utility file backup.bat. A backup file of the database called backup.d

INTELLITRACK CHECK IN-OUT V8.1User Manual438From the Administrative Tools, select Services to reach the Services list.2. In the list of Services, loca

Appendix BDatabase Maintenance4394.Select Properties from the right-click menu. The databackup Proper-ties window appears.5. In the databackup Proper

Chapter 2DMS CE Batch Setup177.Next, click the Add button in the Required files portion of the window. The Open window appears. Browse to the network

INTELLITRACK CHECK IN-OUT V8.1User Manual4406.Click the Add button in order add the name of the network service account that SQL Server uses. The Sele

Appendix BDatabase Maintenance4418.Click OK to add the account to the Groups or user names area of the Security tab. The Select Users, Computers, or

INTELLITRACK CHECK IN-OUT V8.1User Manual44210.Click OK to close the databackup Properties window. Your databackup folder now has the necessary permis

443Appendix CCompact Workstation UtilityOverviewCompacting the Workstation Application File2283.book Page 443 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual444OverviewWhen you install IntelliTrack Check In-Out v8.1 SQL, a Compact utility is created, for the worksta

445Appendix DManual IIS SetupOverviewManual IIS RDA Setup RequirementsManually Configuring IIS on Windows XP or WindowsServer 2003 Operating SystemsSe

INTELLITRACK CHECK IN-OUT V8.1User Manual446OverviewThe additional IIS setup information listed in this section pertains to the Manual IIS RDA setup o

Appendix DManual IIS Setup447the web service extension; please see “Setting Up IIS v7.0 to Allow the DMS Web Service Extension” on page 451.• If you u

INTELLITRACK CHECK IN-OUT V8.1User Manual448Setting up IIS v6.0 to Allow the DMS Web Service ExtensionIf you are using IIS v6.0 with Windows Server 20

Appendix DManual IIS Setup4496.Enter DMS in the Extension name field.7. Next, click the Add button in the Required files portion of the window. The Op

INTELLITRACK CHECK IN-OUT V8.1User Manual18Remote Data Access (RDA) ComponentsRemote Data Access (RDA) involves the following components:• IntelliTrac

INTELLITRACK CHECK IN-OUT V8.1User Manual45011.After you enable the web service extensions for IntelliTrack DMS, make sure the web service extension f

Appendix DManual IIS Setup4515.From the IIS Manager, create a virtual folder called IntelliTrack under the Default Website.6. Configure the IntelliTra

INTELLITRACK CHECK IN-OUT V8.1User Manual452If it exists, double-click to open the Edit ISAPI or CGI Restriction dia-log and make sure that the ISAPI

Appendix DManual IIS Setup453Add SQL Server Compact Edition and apply the settings outlined above in step 4.5. Select the top level node (with the com

INTELLITRACK CHECK IN-OUT V8.1User Manual4548.To set the executable path, click the browse button (...) in the Execut-able (optional) field. The open

Appendix DManual IIS Setup45510.In the Add/Edit Module Mappings window, click the Request Restric-tions... button.11. The Request Restrictions window

INTELLITRACK CHECK IN-OUT V8.1User Manual45613.In the Request Restrictions window, click the Access tab to bring this portion of the form to the front

Appendix DManual IIS Setup457For Windows Server 2008, when the ISAPI-dll mapping are complete, set the feature permissions. Click Edit Feature Permiss

INTELLITRACK CHECK IN-OUT V8.1User Manual458Configuring the IntelliTrack Application PoolThis section applies to the Windows Vista, Windows 7, and Win

Appendix DManual IIS Setup459If the Application Pool wasn’t created during installation, it will not appear in the list of Application Pools. In this

Chapter 2DMS CE Batch Setup19your network administrator if you have questions about the network con-nection status on your computer.Microsoft ActiveSy

INTELLITRACK CHECK IN-OUT V8.1User Manual4604.Once the IntelliTrack Application Pool is selected, right-click to view the right-click menu.5. At the r

Appendix DManual IIS Setup4616.In the Process Model portion of the Advanced Settings windows, select Load User Profile.7. Select the drop-down arrow i

INTELLITRACK CHECK IN-OUT V8.1User Manual46211.Next, select Restart in the Application Pool Tasks portion of the Actions navigation pane to restart th

463Appendix EChecking IIS SetupOverviewReaching the Batch Synchronization UtilitySync URL Setting2283.book Page 463 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual464OverviewAfter you have installed the IntelliTrack workstation application and con-figured IIS (depending o

Appendix EChecking IIS Setup465Upon startup, the Send Data portion of the Utility is to the front.Sync URL SettingThe Sync URL setting is the network

INTELLITRACK CHECK IN-OUT V8.1User Manual466The Sync URL setting is listed in the Sync URL portion of the form. The Sync URL setting is the network pa

Appendix EChecking IIS Setup467dows Vista /Windows 7/ Windows Server 2008 Operating Systems” on page 450.3. Verify that the Sync URL setting matches t

INTELLITRACK CHECK IN-OUT V8.1User Manual4682283.book Page 468 Thursday, July 7, 2011 2:29 PM

469Appendix FMicrosoft Access IntegrationIntroductionFull Access ImportImport Access Inventory DataQuery Import Data – Site TableQuery Import Data – B

vWILL APPLY EVEN IF INTELLITRACK, INC. OR AN AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. YOU ACKNOWLEDGE THAT THE LICENSE

INTELLITRACK CHECK IN-OUT V8.1User Manual20Microsoft SQL ServerIntelliTrack uses Microsoft SQL Server to run the workstation application database and

INTELLITRACK CHECK IN-OUT V8.1User Manual470IntroductionMS Access is a powerful and flexible database management system. A full version of MS Access 2

Appendix FMicrosoft Access Integration471This appendix specifies field order and criteria for tables in “Data Struc-ture” on page 397. Before importin

INTELLITRACK CHECK IN-OUT V8.1User Manual4723.The File Open window appears. Browse to the import file location and select it.4. Click the Open button;

Appendix FMicrosoft Access Integration473Follow the steps in the import wizard to import data into a table.If the imported file has the field names in

INTELLITRACK CHECK IN-OUT V8.1User Manual474Query Import Data – Site TableTo transfer the imported site data into the Site table, create a select quer

Appendix FMicrosoft Access Integration4752.A Show Table window appears; select the location table that you cre-ated when you imported your location da

INTELLITRACK CHECK IN-OUT V8.1User Manual476the data structure of the Inventory table to determine which fields to drag to the Field row.3. Click the

Appendix FMicrosoft Access Integration4777.To update the TblCheck table with new data, run an append query. To run an append query, place the window i

INTELLITRACK CHECK IN-OUT V8.1User Manual4788.Select Design > Append. An Append dialog appears; click the drop-down arrow in the Table Na me field

Appendix FMicrosoft Access Integration4793.Follow the Report Wizard to make the selections to build the report. You can view the report in Design mode

Chapter 2DMS CE Batch Setup21For more information about automatic IIS setup options, please see “Automatic IIS RDA Setup Options” on page 23. For more

INTELLITRACK CHECK IN-OUT V8.1User Manual4801.Select Create > Forms > More Forms > Form Wizard from the Command tab bar.2. The Form wizard ap

481Appendix GCustomizing IntelliTrackCautions when Customizing IntelliTrack2283.book Page 481 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual482Cautions when Customizing IntelliTrackIf you have the appropriate version of Microsoft Access, you can mod

Appendix GCustomizing IntelliTrack483file to another directory and import the custom objects from the copied file into the updated version of Check In

INTELLITRACK CHECK IN-OUT V8.1User Manual4842283.book Page 484 Thursday, July 7, 2011 2:29 PM

485Appendix H Bar Code SymbologyBar Code Symbology Characteristics2283.book Page 485 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual486Bar Code Symbology CharacteristicsTable 23, “Bar Code Symbology,” on page 486 summarizes the characteris-t

487Appendix ISample ReportsCalibration and Maintenance Due ReportCheck In/Out Inventory Details ReportCheck In/Out Inventory Summary ReportPast Due It

INTELLITRACK CHECK IN-OUT V8.1User Manual488Rental Cost by Department ReportRental Cost by Order # ReportReorder ReportReservations by Cust/Emp ID Rep

Appendix ISample Reports489Calibration and Maintenance Due Report2283.book Page 489 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual22Domain Name is usually assigned by the network administrator. It is only used in a domain environment.• Dom

INTELLITRACK CHECK IN-OUT V8.1User Manual490Check In/Out Inventory Details Report2283.book Page 490 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports491Check In/Out Inventory Summary Report2283.book Page 491 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual492Past Due Item ID Report2283.book Page 492 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports493Checked Out Items by Cust/Emp ID Report2283.book Page 493 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual494Checked Out Items by Department Report2283.book Page 494 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports495Checked Out Items by Order # Report2283.book Page 495 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual496Cust/Emp ID Report2283.book Page 496 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports497Cust/Emp ID Receipt by Order # Report2283.book Page 497 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual498History by Date Report2283.book Page 498 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports499History by Item # Report2283.book Page 499 Thursday, July 7, 2011 2:29 PM

Chapter 2DMS CE Batch Setup23RDA Configuration for Automatic IIS SetupIn order to use the Create IIS Dependencies Utility for automatic IIS setup, you

INTELLITRACK CHECK IN-OUT V8.1User Manual500Inventory by Category Report2283.book Page 500 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports501Inventory by Location Report2283.book Page 501 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual502Inventory by Lot/Exp Date Report2283.book Page 502 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports503Inventory Item # Detail2283.book Page 503 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual504Inventory Summary Report2283.book Page 504 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports505Inventory with Pictures Report2283.book Page 505 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual506Inventory, Negative Quantity Report2283.book Page 506 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports507Issue Number Report2283.book Page 507 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual508Issue Transactions Report2283.book Page 508 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports509Kit Detail Report2283.book Page 509 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual24Security Procedures with Automatic IIS SetupWhen you use an automatic IIS RDA setup option, please be aware

INTELLITRACK CHECK IN-OUT V8.1User Manual510Maintenance/Calibration by Item ID Report2283.book Page 510 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports511Overstock Summary Report2283.book Page 511 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual512Receipt Number Report2283.book Page 512 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports513Receipt Transactions Report2283.book Page 513 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual514Reconciliation Report2283.book Page 514 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports515Rental Billing by Transaction # Report2283.book Page 515 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual516Rental Cost by Account Report2283.book Page 516 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports517Rental Cost by Cust/Emp ID Report2283.book Page 517 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual518Rental Cost by Department Report2283.book Page 518 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports519Rental Cost by Order # Report2283.book Page 519 Thursday, July 7, 2011 2:29 PM

Chapter 2DMS CE Batch Setup25•Verifies the Sync URL setting in the Batch Synchronization Utility. It should be set to http://{computer name}/IntelliTr

INTELLITRACK CHECK IN-OUT V8.1User Manual520Reorder Report2283.book Page 520 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports521Reservations by Cust/Emp ID Report2283.book Page 521 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual522Retired Items Report2283.book Page 522 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports523Usage by Check Out Item Report2283.book Page 523 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual524Usage by Consumable Item Report2283.book Page 524 Thursday, July 7, 2011 2:29 PM

Appendix ISample Reports525Usage by Demand Report2283.book Page 525 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual526Usage by Department Report2283.book Page 526 Thursday, July 7, 2011 2:29 PM

Index527IndexAAccess Levelssecurity 69Accountlookup table 122Activationsecurity 68ActiveSyncrequired setting for CE Batch 27Addingitems to inventory

INTELLITRACK CHECK IN-OUT V8.1User Manual528renaming a message in the CE Batch Portable Application 290renaming ia caption n batch utility 296require

Index529Inventory By Location 400Numeric Fields 404tblCheck Table 402Databasebackupvia SQL Server Management Studio 419backup and restore 418back

INTELLITRACK CHECK IN-OUT V8.1User Manual26This following manual IIS RDA setup option uses three or more comput-ers; the IntelliTrack workstation appl

INTELLITRACK CHECK IN-OUT V8.1User Manual530itemadding to a location 179moving consumable items 171, 176moving in CE Batch Portable Application 344

Index531account table 122category 102condition table 107department table 117model 96site table 111tables in system 90Lookup Tablepurge data 52un

INTELLITRACK CHECK IN-OUT V8.1User Manual532QQuantityreorder ranges for item 158Queries 479Custom 479on dashboard 38standard 251Query Database 251R

Index533lookup table 126Uploaddataprocessing rules in CE Batch Utility 306processing settings in CE Batch Utility 306Upload Processingin the CE Bat

INTELLITRACK CHECK IN-OUT V8.1User Manual5342283.book Page 534 Thursday, July 7, 2011 2:29 PM

Chapter 2DMS CE Batch Setup273.A domain user account is required.4. Since IIS and SQL Server reside on different computers, the Create IIS Dependencie

INTELLITRACK CHECK IN-OUT V8.1User Manual28Mobile Device Center Software” on page 29 for information on PC-device communication.Please be aware of the

Chapter 2DMS CE Batch Setup29•When Work Network is listed in the This computer is connected to field and the Open ActiveSync when my device connects c

INTELLITRACK CHECK IN-OUT V8.1User Manualvi2283.book Page vi Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual30installed on your PC when you place your device in the cradle. If it doesn’t detect the Windows Mobile Devi

Chapter 2DMS CE Batch Setup31Required WMDC Work Network Connection SettingBefore you install the DMS Batch Portable application on the handheld device

INTELLITRACK CHECK IN-OUT V8.1User Manual322283.book Page 32 Thursday, July 7, 2011 2:29 PM

33 CHAPTER 3Getting StartedBasic Startup ProceduresUsing the ApplicationLogging into the ApplicationUsing the Security Ribbon OptionsLogging OutChangi

INTELLITRACK CHECK IN-OUT V8.1User Manual34Basic Startup ProceduresUpon installation, you are provided with sample data. Use IntelliTrack DMS Check In

Chapter 3Getting Started35Using the ApplicationBefore you set system options and enter any data, it is a good idea to become familiar with the worksta

INTELLITRACK CHECK IN-OUT V8.1User Manual36Using the Security Ribbon OptionsThe Security ribbon options enable you to logout of the application, chang

Chapter 3Getting Started37Changing your PasswordIf security is enabled in the application, the Change Password option is available in the Manage >

INTELLITRACK CHECK IN-OUT V8.1User Manual38Using the DashboardAfter you log into the application, the Dashboard appears. It is the default window and

Chapter 3Getting Started39•Overstock Summary• Last 10 Transactions• Pending UploadsTo preview a query onscreen, select it from the dashboard’s query l

Table of ContentsviiTable of ContentsIntelliTrack SOFTWARE License Agreement ... iiLicense ..

INTELLITRACK CHECK IN-OUT V8.1User Manual40To use the ribbon, click on a ribbon command tab; ribbon options appear. In the example below, the Manage t

Chapter 3Getting Started41Delete Delete the selected record.Detail Define check out items.Do It! Run or process the data files.Duplicate Duplicate exi

INTELLITRACK CHECK IN-OUT V8.1User Manual42Precautions When Entering Data Warning: When entering data in the application, DO NOT USE special character

Chapter 3Getting Started43When entering data in the application, DO NOT USE special characters WITH THE EXCEPTION OF dashes, dots, and spaces. Except

INTELLITRACK CHECK IN-OUT V8.1User Manual44The help contains a left pane view that lists the help contents, a help index, a help search tab, and a hel

Chapter 3Getting Started45Selecting Help > Help > About option from the ribbon opens the About screen.The About screen contains useful applicati

INTELLITRACK CHECK IN-OUT V8.1User Manual462283.book Page 46 Thursday, July 7, 2011 2:29 PM

47 CHAPTER 4Purging DataIntroductionA Note About Sample DataReaching the Purge Ribbon OptionsPurging Uploaded Physical Inventory DataPurging History D

INTELLITRACK CHECK IN-OUT V8.1User Manual48IntroductionThe Purge function manages application data by deleting old or obsolete information from the ap

Chapter 4Purging Data49The Purge options include:• History: Please see “Purging History Data” on page 49.• Uploaded Inventory: Please see “Purging Upl

INTELLITRACK CHECK IN-OUT V8.1User ManualviiiviiiInstallation and Activation...

INTELLITRACK CHECK IN-OUT V8.1User Manual50History data is deleted by date range. To delete history data, please refer to the steps below.1. Select Hi

Chapter 4Purging Data513.Next, click the drop-down arrow in the To Date field to set the ending date for the purge date range.4. Click the Do It butto

INTELLITRACK CHECK IN-OUT V8.1User Manual52matically marked, which means that this information will automatically be purged when you elect to purge Si

Chapter 4Purging Data53Caution:When purging test data, use the Purge Select from All Data option BEFORE deleting the Lookup Table data.IntelliTrack st

INTELLITRACK CHECK IN-OUT V8.1User Manual54•(Select the Cancel button to close the form and cancel the data purge.)5. A dialog appears notifying you t

Chapter 4Purging Data553.Click the OK button to close the message.2283.book Page 55 Thursday, July 7, 2011 2:29 PM

INTELLITRACK CHECK IN-OUT V8.1User Manual562283.book Page 56 Thursday, July 7, 2011 2:29 PM

57 CHAPTER 5SetupIntroductionSystem SetupEntering Company InformationSetting System OptionsSetting International OptionsSetting Pull Down List Options

INTELLITRACK CHECK IN-OUT V8.1User Manual58IntroductionBefore you begin using IntelliTrack DMS Check In-Out to assist with stor-ing, tracking, and man

Chapter 5Setup59TABLE 2. Setup Form ButtonsButton Function DescriptionCompany SetupClick this button to bring the Company Infor-mation portion of this

Table of ContentsixManual IIS RDA Setup Options... 25Manual IIS Setup Security Requirem

INTELLITRACK CHECK IN-OUT V8.1User Manual60Entering Company Information When you choose Setup from the Tools options, the Company Information form app

Chapter 5Setup61Setting System OptionsSystem options are set in the Options portion of the form. To set system options, please refer to the instructio

INTELLITRACK CHECK IN-OUT V8.1User Manual62Use 24 Hour Times: The time format displayed here must match the time format set in the Windows Regional Se

Chapter 5Setup63Note: The pictures feature uses Object Linking and Embedding (OLE) technology for display and editing. Image files are imported into t

INTELLITRACK CHECK IN-OUT V8.1User Manual64•Select the system language option from the choices available:English: the default system languageFrancais:

Chapter 5Setup65Important:Do not change the date format for your PC (control panel; Regional/Date settings) while Check In-Out is running. To change t

INTELLITRACK CHECK IN-OUT V8.1User Manual66For each option, you may select how you want to view the associated data.• Pull Down: select this option to

Chapter 5Setup675.Next, select the site privilege option in the Site Privileges portion of the form:Local (Default) Site Only: view and modify the def

INTELLITRACK CHECK IN-OUT V8.1User Manual68•Receipts, Retire, Maintenance & Calibration, Reservations, Check In, Check Out, Issues,• Purge, Custom

Chapter 5Setup694.Select the Close button to close the form and enable security. Users have the access rights based upon the security privilege level