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EPIC TRACK USER GUIDE

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1. Version 1 0 File Edit View History Bookmarks Tools Help ERIC Track E epictrackserver com EPICTrack Lists ListEdit aspx ES B Google D A e N obile Solutions Logoff List Name Test Uist 10 595 V Personnel List Cl Archived O ODBC Source Imported List Setup Creating Events Before going through the steps to create a new event it is important to have a basic understanding of the logic behind creating events Events can be configured for almost any tracking scenario Simple events may only track items from one list while complex events might track items from several lists that need to be associated together When designing an event it is important to understand what the main item you want to track is and set up the event so that item is the last list in the event It is also helpful to understand the output or reporting that you want to get from a tracking event By understanding the output it is easier to design the event appropriately Below are some diagrams that show a simple and complex event displayed with all the steps included in the event Page 16 5 30 2014 EPIC Track User Guide e Version 1 0 Level 1 Event This is designed to track people or things from only one list Itis important to understand Levels Level 1 events track one list Level 2 Events track two lists and so on Level 1 Grouping EDS St Louis Scan ID Event Computer Lab Computer
2. Lab ENTER 1 Log Off Next lt p Level 4 Event This is designed to track people or things from four lists In the example below we are tracking a location juvenile service provider and visitor Level 4 Grouping h Henley Young Scan Visitor Visitation Visitation Room Young Henry 5 We Juvenile Service Provider Visitation bi Taciti sa mn 5 N J L e Conaway Cal EPIC H M ig ES d g EST Log Off BR Next gt Evan Don 7 Done gtt Back 1 Next Next SS wm 7 Next 1 From the EPIC Track Server screen select the Events button 2 From the Events screen shown below you can either edit an existing event or create a new event Please also note the Show drop down menu can be changed to either show only Active or Archived events Page 17 5 30 2014 EPIC Track User Guide Version 1 0 EPIC Track Mozilla Firefox File Edit View History Bookmarks Tools Help IC EPIC Track D be epictrackserver com EPICTrack Events Events aspx C B Google P t A Logoff Events 08 27 2013 Test 8 27 08 23 2013 Tom Con 08 21 2013 Muster Edit 08 21 2013 Muster Point 4 Edit 12 06 2012 Ipad Sample Event Edit 11 12 2012 Icody Test Edit 10 22 2012 Time Tracking Edit 09 26 2012 Security Checkpoint Edit 09 20 2012 Safety Test Edit 3 To create a new event click on the New Event button 4 You should now see the Event Configuration scr
3. for status of the item being tracked In our example so far we have set up screens to track a location and gate Now we must determine how to label status such as In Out or if we only want to know status In Only We can also change the labeling so that it matches with the context of our event Note Examples would be to change In Out to Start Stop Page 21 5 30 2014 EPIC Track User Guide Version 1 0 fie ida View Fito Bette Took tty ERIC Track e epictrackserver com EPICTrack Events EventInOut aspx E B Google D A e Event Configuration Apply to Preview In Only Do not prompt In and Out 9 After clicking Next you should now be on the final step of the event This is where you will configure tracking for the key item that you want to keep track of In our sample tracking event that item will be students We can select a data list under Final Step Label the completed button and click on the group you want to return to after scanning In our example we want to return In Out after we finish scanning students Select the Not in List function and Photo function for this step Last in the Label Field label the screen appropriately In our example we labeled Scan Student ID Page 22 5 30 2014 EPIC Track User Guide Version 1 0 File Edit View History Bookmarks Tools Help T EPIC Track L epictrackserver com EPICTrack Events EventPeople asp
4. EPIC TRACK USER GUIDE EPIC Track User Guide Version 1 0 Table of Contents UE een 2 Ee 4 EE 4 Reie El Repre emer err nem cere rrr renner teeny ert era he Coren tre ener orem ter tre 4 Creating Ee 5 Creating Rr soroerserrareico oeren eei AEAEE EEEE EEE R AE 12 Creating E 16 Status FEUnCHOnS een 24 PAG DONEC EE 27 Connecting a Bluetooth Gcanner AAA 33 Page 2 5 30 2014 EPIC Track User Guide Version 1 0 Notice Elliott Data Systems Inc reserves the right to make improvements or changes in the products described in this manual at any time without notice While reasonable efforts have been made in the preparation of this document to insure its accuracy Elliott Data assumes no liability resulting from any errors or omissions in this document or from the use of information contained herein Copyright Notice This manual is copyrighted All rights reserved This manual may be printed for use by licensed EPIC Track users only This manual may not be reproduced for distribution outside a licensed site Copyright 2013 Elliott Data Systems Inc MME LLIOTT DATA SYSTEMS INC Prepared By Elliott Data Systems Inc 17825 Edison Ave Chesterfield MO 63005 636 386 8400 Fax 636 386 3072 Customer Service Support 1 888 345 8511 mobilesolutions elliottdata com www elliottmobilesolutions com Page 3 5 30 2014 AVA Ka D EPIC Track User Guide Version 1 0 EPIC Track Server
5. Overview EPIC Track Server is a web based application that allows for five functions within the EPIC Track program Add Manage Users Add Manage Lists Create Manage Events View Status Create Reports Log In 1 To access the EPIC Track Server open your internet browser and type the following URL https www epictrackserver com epictrack you should now see the screen below Note Epic Track is generally tested in Internet Explorer Firefox Safari and Chrome Since these change frequently we may request that you use a particular browser or version from time to time for compatibility reasons 2 Enter the username and password provided by your account administrator 3 Once successfully logged in you will see a screen similar to the one below Note You may not see all five of the icons based upon the account privileges Page 4 5 30 2014 EPIC Track User Guide Version 1 0 __ EPIC Track amp epictrackserver com epictrack AdminMenu aspx Se E SE SS Creating Users Groups To create users groups and assign or modify privileges use the following steps 1 After logging into EPIC Track Server click on the Users icon 2 To create a new user click on the New Users button as shown below Page 5 5 30 2014 EPIC Track User Guide Version 1 0 i EPIC Track epictrackserver com epictrack Users UsersList aspx Ce Gl B Google D A e v Users L
6. cted item is not in a list The choices are Auto Add Passive or Not Allowed Note See screenshot for definitions of the choices of Not in List For this example Passive has been chosen Lastly choose an option to show photos if photos will be associated with this step Page 19 5 30 2014 EPIC Track User Guide Version 1 0 ERIC Track L epictrackserver com EPICTrack Events EventGroupings aspx Zb E SS KE Logoff Event Configuration 1st Step Label Auto Add No warning Passive Yes No to continue EST Step D Not Allowed No Photo Click to Show If available Always Show Photo If available 7 Continue on to the 2017 Step screen Fill in the label for 2 Step Label then select the appropriate list to pull data from in the Select Data drop down menu In the example Select Gate and the Gates list were selected for the data Make your selections on how to handle the items not in the list and photos just as you did in step 1 Page 20 5 30 2014 EPIC Track User Guide Version 1 0 ec Tre fox GIS EPIC Track amp epictrackserver com EPICTrack Events EventGroupings aspx CG B Google D 4 A EI SE L 3 Logoff Event Configuration Apply to Preview 2nd Step Label Select Gate East Gate N No Photo Click to Show If available 8 On the next screen we set our functions
7. een 5 Name your event by typing in the Event Name field Below is a sample event named Test 20 If you wish to select this event by scanning a barcode you will need to enter the barcode number you wish to associate with the event You can click Set Background to change the background color of the event From the Steps Menu select the number of levels included in your event In the sample Level 3 has been selected Click the Apply Preview button to preview the settings you have configured so far Lastly click Next to configure the next step in your event Page 18 5 30 2014 EPIC Track User Guide Version 1 0 ERIC Track Ka epictrackserver com EPICT rack Events EventConfig aspx E B Google P E e Logoff Event Configuration Apply to Preview vent Name Test 20 Set Background CL Set Background gt C Archived Do not send to handheld D Level 1 This event only Level 2 This event 1 step Level 3 This event 2 steps Level 4 This event 3 ste Duplicate Event Next 6 On the next Event Configuration screen you should start by adding your label for this first step In the example Location will be tracked So you will fill in location as the 17 Step Label Under Select Data you will also select the locations list that you previously created Next choose what you want the event to do if a scanned sele
8. egin adding things to your list Page 13 5 30 2014 EPIC Track User Guide Version 1 0 C Track Moz efox File Edit View History Bookmarks Tools Help ERIC Track amp epictrackserver com EPICT rack Lists ListEdit aspx G B Google PIS A Sg L Mobile Solutions Logoff List Edit ist Name 59 Show Active lt No list items available Click New List Item to create a new list item Archived ODBC Source Imported List Setup 6 You should now see the List Item Edit screen as shown below In the example below we are creating a list of people or Personnel 7 Use the fields for First Name Last Name to enter the data associated with this person You can add a unique number if you wish but this is not required 8 To add a photo to your list item click on the Browse button below the photo field This will allow you to search for photos on any of your accessible drives Once you select the photo you want click the Upload button and it should appear in the List Item Edit Screen Page 14 5 30 2014 EPIC Track User Guide Version 1 0 y4 Viople Solutvions List Item Edit irst Name John Last Name Doe Barcode 123456 Sta Archived Ss r 9 The last step is to click Save List Item You should now see your list item created as shown below Page 15 5 30 2014 EPIC Track User Guide
9. ge count 1 Connecting a Bluetooth Scanner 1 Scan the Bluetooth Default barcode that matches the connection method you wish to use HID recommended or SPP Tip If you enable the iOS Keyboard Toggle feature by scanning the ENABLE barcode you will also be able to toggle the on screen keyboard of an iOS device by tapping the Clear Function key 2 Hold Clear Function Key for 5 seconds Hold the OPN2005 s Clear function key for 5 seconds until it beeps and begins to flash blue The OPN2005 is now discoverable by your Page 33 5 30 2014 EPIC Track User Guide ei Version 1 0 E Si host device This can be cancelled at any time by holding the Clear function key for another 5 seconds 3 Perform Bluetooth search on host Use the Bluetooth interface on your host device to search for and select eh OPN2005 The OPN2005 will beep and the LED will flash blue slower than before indication pairing was successful If you are pairing in Bluetooth SPP mode the OPN2005 will complete the pairing process as soon as you launch an appropriate application and open the serial port created by your Bluetooth software See attached barcodes for scanning Page 34 5 30 2014
10. ights Allow adding editing of users and group rights V Allow adding editing of list and list data WV Allow adding editing of events VI Allow viewing of reports V Allow viewing of status screen Status Archived Creating Lists Lists can be created for anything that will be tracked using EPIC Track Please remember that lists can be people places or things Lists can be created manually through the EPIC Server screens explained in the following steps Lists can also be generated automatically by using the EPIC Data Connector Tool Note Please see the section on EPIC Data Connector for more information From the EPIC Track Server screen click on the Lists button 2 You should now see the lists screen as shown below 3 From the screen you can select to show Active or Archive lists click Edit to modify an existing list or click New List to create a new list Page 12 5 30 2014 EPIC Track User Guide Version 1 0 Logoff Lists BELG Name 12 06 2012 RFID Cards 08 06 2012 Gates 08 06 2012 Responsible Adults 4 Click on New List to manually create a new list of people places or things 5 You should now see the List Edit screen From here you can name your list using the List Name Field If this is a list of Personnel you should also click the check box next to Personnel List Last click on New List Item to b
11. ist Search Clear Search l Group HandHeld S 1 Show inactive users Full Name Username Deactive england curtis englandc Back SLANG now sor 7 3 Fill in all of the data elements as shown on the screen below Page 6 5 30 2014 EPIC Track User Guide Version 1 0 ERIC Track amp epictrackserver com epictrack Users UserEdit aspx Last Name First Name User Name Scan ID Email Password PIN Group Status Create User Doe John JDoe 123456 jdoe email com sesssssse Admins Archived Click here to create a new group or use the drop down menu to select and existing group 4 Click Save to save the new user you created You should now see the new user display on the Users List screen as illustrated below Page 7 5 30 2014 EPIC Track User Guide Version 1 0 File Edit View History Bookmarks Tools Help ERIC Track amp epictrackserver com epictrack Users UsersList aspx ZC eo B Google D A Users List Search Clear Search Group HandHeld El Show inactive users Full Name Username Deactive englandc 5 To create a new group click Edit for a user displayed in the Users List screen as shown below Page 8 5 30 2014 EPIC Track User Guide Version 1 0 File Edit View History Bookmarks Tools Help ERIC Track be epictrackserver com epictrac
12. k Users UsersList aspx CY G B Google D t e Users List Search Clear Search Group HandHeld El Show inactive users Full Name Username Deactive england curtis englandc Doe John JDoe 6 From the Modify User screen click on the pencil icon to the right of the Group drop down menu see below Page 9 5 30 2014 EPIC Track User Guide Version 1 0 C EPIC Track epictrackserver com epictrack Users UserEdit aspx T T C B Google Create User Doe John JDoe 123456 jdoe email com wennen Admins E Archived Click here to create a new group or use the drop down menu to select and existing group 7 From the Groups List screen click on New Group Page 10 5 30 2014 EPIC Track User Guide Version 1 0 i EPIC Track amp epictrackserver com epictrack Groups GroupsList aspx po O SS EE Groups List Show Active X Group Name 8 From the Create Group screen you can name your group and select any rights that you want to assign to this group Once finished click Save to save your new group Page 11 5 30 2014 EPIC Track User Guide Version 1 0 A PIC Track Mozilla Firefox File Edit View History Bookmarks Tools Help ERIC Track epictrackserver com epictrack Groups GroupEdit aspx CG B Google D 4 A Create Group Group Name Test Group R
13. main EPIC Track Server screen click on the Reporting icon 2 From the Reporting Screen select the type of report you want to see Page 27 5 30 2014 EPIC Track User Guide Version 1 0 i EPIC Track mc E 3in1 stot punch Step 1 Report Type 3 Next Select the Event that you would like to see reporting for Page 28 5 30 2014 EPIC Track User Guide Version 1 0 ERIC Track l ss L e epictrackserver com EPICTrack Reporting ReportCriteria aspx O YG B 3in1 slot punch P tf Select event Step 2 Event Field Trip Football Game Icody Test Ipad Sample Event Muster Muster Point 1 Main Menu Start Over 4 Select the report you would like to view Page 29 5 30 2014 EPIC Track User Guide Version 1 0 T EPIC Track x Elliott Data Systems EPIC Track x e epictrackserver com EPICTrack Reporting ReportCriteria aspx Wve B 3 in 1 slot punch D A Select report 200 Duration by Students 201 Chronological for Event 202 Grouped by Locations and Students 203 Grouped by Locations 204 Grouped by Gates and Students 205 Grouped by Gates Step 2 Event Step 3 Duration Report Main Menu Start Over 5 Now type in the From and To date that you would like to see on your report or you can select the check box for a single day or all date
14. pictrackserver com EPICTrack Status StatusCriteria aspx Status Criteria Event Test 20 m Mustering List Gates Active in this Event 2 From the Event drop down menu select the event you want to see status on For status use the drop down lists under Filters to select the action you want to monitor in the status screen and the Time Period you want to see status for 3 Click View Status Page 25 5 30 2014 EPIC Track User Guide Version 1 0 On List Gates _ Active in this Event 4 You should now see the status for your event This screen will update in real time as people or things are active in the event You can also see many pieces of data including the last activity and action for the event Clicking the icon on the right hand side of the line for a particular record will also display the photo associated with this record Page 26 5 30 2014 EPIC Track User Guide Version 1 0 ee Ss par ege Tools Help E EPIC Track x E Elliott Data Systems EPIC Track epictrackserver com EPICTrack Status StatusView aspx gt 3in1 slot punch D n AE a Mobile solUTIONS Test 20 Status Students Locations Last Activity Action Click to show photo Reporting The EPIC Track reporting tool provides an easy way to analyze data collected through EPIC Track 1 From the
15. s Page 30 5 30 2014 EPIC Track User Guide Version 1 0 i EPIC Track L epictrackserver com EPICTrack Reporting ReportCriteria aspx dr ee BR 3in1 stot punch P From To Select Single Day All dates Step 4 Date Range 6 Finally click Preview to view your report Page 31 5 30 2014 EPIC Track User Guide Version 1 0 EPIC Track Step 5 Report Options 7 From the report preview you can use the toolbar to do several functions such as print export and tab through pages in the report zoom in out or view the page in full screen Page 32 5 30 2014 EPIC Track User Guide Version 1 0 File Edit View History Bookmarks Tools Help T EPIC Track x 7 Elliott Data Systems EPIC Track x L epictrackserver com EPICTrack ACTIVITY REPORT TEST 20 Date Range From 1 1 1900 To 9 10 2013 Harrison Holly 88549226 LOCATIONS GATES ACTION TIME Old Faithful South Gate IN 09 10 13 16 47 Old Faithful South Gate OUT 09 10 13 16 47 Scott Frank 84579621 LOCATIONS GATES Report 100 ACTION TIME Old Faithful South Gate IN 09 10 13 16 47 Old Faithful South Gate OUT 09 10 13 16 47 Jordan Sandra 88442266 LOCATIONS GATES Hoover Dam North Gate IN ACTION TIME 09 06 13 16 41 e ernia Grouped by Students Ordered by Time Report is completely generated Total pa
16. x ei B Google P xA Event Configuration Apply to Preview Students 7 Scan Only hide list 5 Label Return to Gate No Photo 7 9 Click to Show If available Always Show Photo If available No Photo Available Return To IN OUT IN OUT Dn Return to Gate 10 After clicking Next you have completed your event You should now see your event listed in the Events screen It is now ready to use Page 23 5 30 2014 EPIC Track User Guide Version 1 0 EPIC Track epictrackserver com EPICTrack Events Events aspx GC B Google D A e Events Show Active e Date 09 06 2013 08 23 2013 08 21 2013 11 12 2012 Status Functions The status function serves two purposes The first purpose is to monitor status in real time for events you have created Second it can be used as a mustering solution by identifying people or items from a list that have not been checked in This is typically used for evacuation scenarios but could be applied to other applications also 1 From the EPIC Track Server screen click on the Status button You should now see the Status Criteria Screen Page 24 5 30 2014 EPIC Track User Guide Version 1 0 ae D les i Edit View Hist kmarks Tools Help i EPIC Track Elliott Data Systems EPIC Track Elliott Data Systems EPIC Track x e

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