Home

RedBeam Check In/Check Out™ User Manual

Contents

1. Location 6 Project ID Remove ltem Add Iter l ltem Barcode ltem Description Location Barcode Print a Receipt Notes specific to the item may also be added in the Note field These will display on the receipt and on the transaction reports If this item is being reserved to a specific project select the project ID from the drop down list 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 43 To add to an item to this reserve transaction click the Add Item button The item will display in the box at the bottom of the screen You may add multiple items to a transaction before completing it You may also remove an item at anytime before updating the transaction by clicking on the item in the box at the bottom of the screen and clicking the Remove Item button RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld i Admin Check Out Reference Ho Check In Room Employee Fee Pay Barcode Loc ID E a ee Description Location 4 Mame Vandelay Art Select a Room ltem El My Company G E Legal Building Reservations Location 1 Description Big Heavy Dril Big Heavy Dril Heavy Drill Location 2 mae oe Reserve Hote Location 3 Physical Plant Facility Includes spare battery a Location 4 Location 5 Location 6 Project I
2. Location 4 Includes spare battery Location 5 Location 6 Project ID Projects z Pemoveltem AddItem ltem Barcode Item Description Print a Receipt E X rama Clear 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 36 Check Out To check out an item click on the Check Out button on the left side of the Transactions screen The date and time of the transaction will default to the current date and time Optionally a reference number such as an order number can be entered in the Reference No field The room from which the item is being checked out may be selected by scanning into the Room Barcode field or by selecting the barcode ID from the drop down list Alternatively select a room from the Select a Room tree structure or choose from the Room Description drop down list The employee checking out the item may be selected by scanning the employee s barcode into the Employee ID field or by selecting the ID from the drop down list Alternatively select the name of the employee from the Employee Name drop down list The barcode ID of the item being being checked out may be selected by scanning the barcode into the tem Barcode field Alternatively the item barcode or description can be found using the search function To access the search click the binoculars icon Specify the status of the item by s
3. Mobile Edition only and admin The Using the Mobile Computers section explains the main functions to be used on the mobile computer check out check in and history These functions are only available if you are using the Mobile Edition of the software Before installing the RedBeam Check In Check Out software please make sure that the following system requirements are met PC Prerequisites In order for the PC software to perform properly the PC must have the following Windows XP 2003 Vista Pentium IV or Greater Processor 512 MB RAM Gig Free Hard Disk Space Microsoft ActiveSync Software for Mobile Edition only Microsoft SQL Server 2000 or 2005 Gf more than 10 concurrent users Mobile Computer Prerequisites If you are using the Mobile Edition of the software the mobile computer must be one of the following mobile computers with Microsoft Windows Mobile 5 0 or Win CE Net version 5 0 or greater from the following manufacturers Motorola Symbol PPT8800 MC9000 MC70 and MC3000 color only models Unitech PA500 PA600 PA900 and HT660 models Honeywell Handheld Products Dolphin 7600 7850 and 7900 models with 128 MB Datalogic Memor Skorpio Pegaso and Falcon models CipherLab 9400 model Microsoft Windows Mobile 2003 and Win CE Net version 4 2 or greater supported Please contact RedBeam Inc or your local RedBeam reseller for questions about hardware compati
4. The Result screen will list the records that were added and those that failed If you are satisfied with the results that were added click Finish to commit the data to the database If you are not satisfied with the results that were added click Roll Back to remove the data from the database 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 68 Ca RedBeam Check In Check Out Si eT x Exit Help Master Data Transactions Reporting sync Handheld Admin Fesul Label Setup Result Auto ddCheckin AutodddCheckOut ag Dk FALSE FALSE Repair Tools g Ok FALSE FALSE Machinery Import Data Purge Database Caption Overnide Security wf Added 2 pH Rolled Back 0 gt Failed 0 Total Roll Back Finish Note Data will fail to be imported for a number of reasons The reason for failure will be listed next to the ID of the failed record Failure normally occurs if required fields such as ID fields are left blank or if data the record to be imported depends on are is incorrect such as entering an invalid manufacturer when importing an item Entries too long for a given field will be truncated Entries in the wrong format like a date field or a state postal abbreviation will be set to a system default 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to softwa
5. Select All Deselect All ltem nd Barcode Select _ Item Type Office Products Vendor List Legal Files Manufacturer List Technology Model List Tools Employee List Department List Status List Project List eoeeeeeeoe eee Display Options Weer Frelds Purchasing Data Group By Rn Descending Second Group By Descending Export f Excel 0 Text File 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 49 Item Data Reports Item data reports provide detailed information about checked out items checked in items overdue items item usage item value and rental value To access the item data reports click on the tem Data button on the left side of the menu Select from the following report types by clicking the radio button next to your selection Checked Out a list of items checked out Checked In a list of items not checked out to employees Overdue a list of items overdue Usage a report detailing how often items are used Item Value a report detailing the value of items based on cost in the item master Rental Value a report detailing check out and overdue fees charged for items RedBeam Check In Check Out Exit Help Master Data Transactions ame Sync Handheld Admin Master Data f Checked Out Filter Options Item Data Checked In Acquisition Da
6. User Fields Furechasing Data Group By C Descending Second Group By Descending Export f Excel Text File 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 48 Once the report type is selected you can narrow the scope of the report by selecting one or more Filter Options Within each filter option you can choose either AIl or Selected records To choose specific records click Selected and put a check mark next to the desired records by clicking in the appropriate check boxes Use the Select All and Deselect All functions to make selecting the specific records easier To group the data in the reports you may select values from the drop down lists at the bottom of the screen You may also decide to display the data in descending order If additional data is available to be displayed in the reports you can check the boxes of the data you would like to see in the report under the Display Options section When finished click the printer icon To export to Excel or a Text file select the appropriate radio button at the bottom of the screen and click Export RedBeam Check In Check Out Exit Help Master Data Transactions Re Sync Handheld Admin Master Data ltem Data Label Frinting Building List Filter Options Room List ltem Type F All C Selected ltem List
7. When finished click the Update button To delete a room first check in any items that are checked out and assigned to the room Then move or delete all items assigned to the room Finally click on the Delete button and confirm the deletion when prompted To make a room inactive click the Inactive check box This will remove the room from drop down lists in the system but will keep the entry in room master data and reporting RedBeam Check In Check Out Exit View Help Transactions Reporting SyncHandheld Admin Location Select a Location to View or Edit Company Building Room Hal ee Descrpti ption location Employee S Legal Building Location 4 SUL Location 1 Barcode IL roca Location 2 7 eee Assigned to Physical Plant Facility E Location 3 Department S Physical Plant Facility i Location 5 Location 6 Inactive T Upc Tl Ki lt Cle el xX gt oi Find New Edit Copy Del Undo 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 22 Item The tem tab is where all information is entered for the items you will be checking out There are two tabs at the top of the tem screen including Main Item Information general information about an item Check Out Information settings that determine what happens when an item is checked out When setting up ite
8. a directory Enter up to five user fields by clicking on the User Fields tab You can rename the user fields by double clicking on the description of the user field you want to change Descriptions for the user fields are universal for all items in the system To edit an existing item select the item you want to edit from the grid at the bottom of the screen click on the Edit button and update the information When finished click the Update button To delete an item first be sure the item is checked in Then click on the Delete button and confirm the deletion when prompted To make an item inactive click the Inactive check box This will remove the item from drop down lists in the system but will keep the entry in item master data and reporting RedBeam Check In Check Out O x Exit View Help Master Data ansacions Reporting sync Handheld Admin ID fj Description Big Heavy Di ltem Hain ltem Information Check Out Information Item Type Toos o YS Image User Fields Unit of Measure Boe wea Manufacturer Big Heavy Tools Model J OWwETS44G P Inactive A Al Stretch Gel KI lt i EERE gt gt p Update Find New Edit Copy Del Undo Barcode Model TI Big Heavy Drill Tools Each Big Heavy Tools D WETS Tle Stapler Office Products Box TIS Moots Case Legal Files 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreemen
9. are mandatory M Please send me update and renewal notices via email Under the Reseller tab enter information about the company you purchased the RedBeam system from including company name your contact s name address phone and email This information can be accessed later if you need to order additional licenses upgrades support or supplies Registration lea Customer Reseller Activation Support I Reseller Information Reseller Acme Barcode Solutions First Name Sandra 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 75 Under the Activation tab enter your product serial number and click Activate If you have internet connectivity the Activation Key will automatically be populated by the system If you do not have internet connectivity please call 877 373 0390 and provide one of our support specialists the PC Unique ID displayed on the screen and your product serial number They will then verbally provide the activation key for your machine Registration les T eme z Customer Reseller Activation Support ea mania ae on the software CD jacket and click the Get Activation Key This will transmit your registration to Redbe via the internet If you do not have internet connectivity or sag like to buy more licenses please call 877 373 0390 PC Unique ID D7338D2D
10. button To delete a department first reassign employees assigned to the department to a different department Then click on the Delete button and confirm the deletion when prompted To make a department inactive click the Inactive check box This will remove the department from drop down lists in the system but will keep the entry in department master data and reporting You can view all of the departments by scrolling through the list on the bottom panel RedBeam Check In Check Out EIDE Exit View Help aftag ba Transactions Reporting Sync Handheld Admin Depatmet Techno S aaae r e EA Find New Edit Copy Del Undo Barcode ltem Type Department Department Accounting Public Relations Real Estate ee 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 29 Purchasing To set up your purchasing information click on the Purchasing button Purchasing includes units of measure vendors manufacturers and models Unit of Measure To set up units of measure click on the Unit of Measure tab A unit of measure is the unit in which an item is checked in and checked out To create a new unit of measure click the New button and enter the information When finished click the Add button To edit an existing unit of measure click the Edit button and update the information When finished cli
11. database you would like ta create il More Info Select Database Server local f Windows authentication C SQL Server authentication User name Password Upgrade an existing database Make a database Advanced Database Aco Cancel If you aren t using the local default instance you may type the name or IP address of the SQL Server in the Server drop down box or you may click the down error to allow the application to search for eligible servers If you are using a non default instance of SQL Server be sure to include the instance name in your selection i e MachineName InstanceName Leave the Make a database option selected and leave the database name as RCO If you wish you may specify an SQL Server security user name and password with authority to create new databases instead of the default windows authentication If you do not have admin access to the SQL Server machine this may be easiest If you would like to store the database files in directory locations other than the defaults you can change the file locations in the Advanced tab Do not change the Collation on this screen 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 10 x Create New Database Options Database Folder c program files microsoft sql server mssql
12. item location Note You can also select a location from the location tree structure which is accessed by clicking the drop down menu 2 Scan or enter the ID of the employee reserving the item 3 Optionally you can enter a reference number using the keypad 4 If you use projects enter the project this item will be assigned to using the drop down 5 Select the reserve from and to dates for the item 6 Scan the barcode ID of the item you would like to reserve or key in the barcode ID 7 If desired click the Note tab and add comments 8 When finished click the button to add the item Add all of the items for this transaction and click Update You can clear any field on this screen by clicking the Clr button za Location Barcode Item Barcode aJo o o oomoo ee E o Be D G 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 83 To enter notes click the Notes tab ae Reserve Check In Yy s 16 33 Check Out Note A Location Barcode Item Barcode aJo o o oomoo S O ae oo 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 84 History The transaction history allows you to review and amend your mobile computer data file before uploading to the PC You can scroll up and down
13. structure select the areas of the application that you would like users with this role to access You may choose the type of access by selecting from the drop down list to the right of the function Although options may be limited for some functions you may choose from None hides the function from the user to prevent access View gives the user the ability to only view data Edit gives the user the ability to edit but not the ability to add or delete records Full gives the user full access RedBeam Check In Check Out i l x Exit Help Master Data Transactions Reporting Sync Handheld J Admin Network J Enable Security for the Application Label Setup Maras Sie mpor ata Functions ques PC Interface elaia Locations Master Data Caption Override E Transactions Security rE Reporting H Syne Handheld E Admin E Handheld Interface oe Check Out Check In History Gel K lt Clete X gt ov urd Find New Edit Copy Del Undo Barcode Administrator Manager 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 73 To limit access to locations click the Locations button From the tree structure uncheck the locations that you do not want a user with this role to access RedBeam Check In Check Out J el x Exit Help Master Data j Transactions Report
14. syne with the handheld which is described under the Sync Handheld section of this manual Limited Access Windows Logins If users with limited security rights will be using the application a user with administrative rights must give full control access to the HKEY_LOCAL_MACHINE SOFTWARE RCO registry node for the users group just after installation occurs on the workstation To make this change Click Start and then click Run In the Open box type regedit and then click OK In regedit Find the appropriate node and right click Select Permissions Select the Users group Check the Allow box for Full Control Click Ok 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 5 The admin should log in once to the client and enter the database user ID and password to create the initial connection to the server Windows Vista users will need to run the application the first time in administrative mode To do this right click the icon for the application and select Run as Administrator 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 6 Section 2 PC Application Accessing the Application To access the program on the computer double click the icon on the desktop la
15. the record list using the scroll bar on the right side of the screen The most recent record will be on the top You can scroll left and right to view additional information about the transaction including the reference number If you have made an error in scanning you can select the record and delete it by clicking on the Delete Row button on the bottom of the screen If you want to delete all records click the Delete All button To exit the transaction history click Exit Note When you upload to the PC all transactions will be removed from the mobile computer 9 Check In Check Oul 7 7 09 Jvee item Barcode Location PR jco TII Loca E TI Loc Delete Row Delete All 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 85 Resetting the Scanner Performing a Soft Reset A soft reset restarts the terminal and saves all stored records and entries Caution Files that remain open during a soft reset may not be retained DO NOT perform a soft reset if the terminal is suspended Press the power button to wake the terminal if the terminal does not turn on perform a soft reset To perform a soft reset please consult your scanner user manual Performing a Hard Reset A hard reset also restarts the scanner but erases all stored records and entries Therefore never perform a cold boot unless a warm b
16. these files If there are no files on the scanner a message will pop up to notify you of this If there are records on the scanner they will be downloaded to the PC The program will then send all of the master data on the PC to the scanner to insure that the data is up to date The blue bars moving on the right side of the screen will indicate the upload of these files RedBeam Check In Check Out q Oj x Exit Help Master Data Transactions Reporting sync Handheld Admin Vertying the presence of a handheld Installing handheld application E ee Data Syn Preparing transaction download files on the handheld Preparing data upload files on the PC PN O Downloading the transaction files to the PE Uploading the data files to the handheld fe ee Saving the downloaded transactions Updating the handheld database If Sune Master Data 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 57 Admin To access the administrative features of the system click on the Admin tab The administrative features include Network networks database for use on multiple computers Label Setup allows for creation of new label sizes Backup backs up and restores database Import Data imports item and master data into the database Purge Database purges the database of item and master data record
17. 008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 47 Master Data Reports Master data reports provide a detailed list of data entered under the master data tab of the system To access the master data reports click on the Master Data button on the left side of the menu Select from the following report types by clicking the radio button next to your selection Building List a list of all buildings Room List a list of all rooms Item List a list of all items Item And Barcode a barcoded catalog of items Item Type List a list of all item types Vendor List a list of all vendors Manufacturer List a list of all manufacturers Model List a list of all models Employee List a list of all employees Department List a list of all departments Status List a list of all statuses Project List a list of all projects a RedBeam Check In Check Out i l x Exit Help Master Data Transactions Riis Sync Handheld Admin Master Data ltem Data Label Printing Building List Filter Options Room List Item Type All Selected ltem List Select All Deselect al FE lem nd Barcode Select Item Type C Office Products Vendor List O Legal Files Manufacturer List CI Technology Model List C Tools Employee List Department List Status List Project List m r r r g r r r r r r r Display Options
18. 1 mssql data Log Folder Je program files microsoft sql servermssgl 1 mssql data Collation SQL Latin 1_General_CF1_CI_AS p Recovery model eserver defauts Compatibility level sau Server 2000 Database size MBI fio cancel Click Run B You are about to install database REO Are vour sure You want to continue Click Yes Execution started H x Package Mame Seed Creating Database locallsqlexpress RCO Cancel After the database had been created you will see the following 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 11 Package executed successfully Click Ok For each client machine open the application When you open the application you will be asked Will the data be stored on this machine Click No You will be asked to enter the user ID and password for the server This will be an SQL Server authentication user and password The login for this user must be in the SQL Server securityadmin and dbcreator roles to administer security and backups inside the application Granting db_owner access for the database itself is sufficient to use the other features of the application RedBeam highly recommends the initial login be performed with a User ID having securityadmin and dbcreator roles
19. 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 77 Check Out 1 To check out items scan the barcode of the location you would like to receive into Note You can also select a location from the location tree structure which is accessed by clicking the drop down menu 2 Scan or enter the ID of the employee checking out the item 3 Optionally you can enter a reference number using the keypad 4 If you use projects enter the project this item will be assigned to using the drop down 5 If you use statuses enter the status of the item 6 Scan the barcode ID of the item you would like to check out or key in the barcode ID 7 If this item allows changes at check out click the check mark to access the Fee Period tab 8 If desired click the Note or Fee Period tab and make adjustments 9 When finished click the button to add the item Add all of the items for this transaction and click Update You can clear any field on this screen by clicking the Clr button MI Check Out Check I 4 si 6 36 Lu oon ote Item fe Location Barcode Item Barcode Aoo o o S o Exit A Upeiate 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 78 To enter notes click the Notes tab check Out Check I 6 37 Includes spare ba
20. 4 Scan the barcode ID of the item you would like to check out or key in the barcode ID 5 If this item allows changes at check in click the check mark and a Fee field will display Make any desired fee adjustments in the Fee field 6 When finished click the button to add the item Add all of the items for this transaction and click Update You can clear any field on this screen by clicking the Clr button ae Check In Check In 47 7 06 1122 05 9 7 04 57 PM Location Ref Mo Status Item Check In zl Location Barcode Item Barcode Aoo o o O S Exit U M 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 81 To enter notes click the Notes tab BG Check In Check In 47 7 07 Includes spare battery Check In Mote A Location Barcode Item Barcode Aoo o T Exit New I pciste E If fees are charged during check in a fee pay message will pop up when Update is clicked Enter the amount being paid If the amount is not exact the amount still due or the change will be displayed 2 00 Diference 0 50 ffcancer Deis Es _ exit New update _ 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 82 Reserve 1 To reserve items scan the barcode of the
21. A 7 redbeam RedBeam Check In Check Out User Manual 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 1 Table of Contents able oF Conte nis mannin Eaa a a E aaa 2 ON GE VICW EE E N L E AE AA AA EAA A A A AN TAE A A AT 4 General Mios a ee 4 PEEP CCS TUS oo ota aise setae r Sos oe eae ee Sena A Se EE Saas ee 4 Mobile Computer Prerequisites cccccccccceccccccccceceeseecccceeeeaaeeeeeeecceeeesaaeeeeeeeeeessaaaaeses 4 SECON Ts Installato sne e e E E AE AEEA 5 Installing th PC SOlW are ics clase ae ee ee 5 Limited Access Windows Loans icc cannes aco 5 Section 22 PC APPICAUON sssessessssedesc ndssccescoeecc ccabececeseweiecdessivevedcaee cacccecsednsevecsctssbiseeecsouecccnaesoveeees 7 ACCESSING N Appia ON enro T AA A eA 7 Opening the Application for the First Tire ccccc cece cece cece nee n ee eeeesseeceecceseeeseneaaaaaaaaeeees 7 Opening the Application with User Security Activated cccccccccceeeeccsecccsccccececeeeeeeeaaaaes 13 Opening the Application without User Security Activated ccccccccccceccccccccccccceceeeeeeeaes 13 WRC OUST QUON oii cack ind pietintdastsay beat teh Cie dda EA 14 Ment OV Ca VU WV ciate rah ashes anette headed T E E 17 Master DACA a2 siccsescneda tastes a A a A tae 19 T1111 eae ORO EPR EEE Ree COE RT ee eer Cn eT CET eae TRENT E
22. D o Remove kem Add ltem ltem Description Location Barcode gt Print a Receipt E X popie Clear When all of the items have been added save the transaction by clicking the Update button If the Print a Receipt checkbox is filled a receipt will be sent to the default printer The Clear button will reset all the data on the screen with the exception of the room 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 44 Reservations To view a reservation click on the Reservations button on the left side of the Transactions screen The side panel is a tree structure that allows you to view the reservations for employees You can expand or close the tree by clicking on the plus and minus icons next to the information you want to view RedBeam Check In Check Out O x Exit View Help Master Data Transactions Reparntinig sync Handheld Admin Check Out f FeferenceNo LastName FirstName Begin Time Fa ET yet 2007 09 10 12 00 AM Arere g tom Desorption Mem iO ____fLoestion gt Location Descript P GDELETE Big Heavy Dril Location 4 ar Reservations Delete the reservation by clicking the Delete button Click on the Delete button and confirm the deletion when prompted 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement
23. ET eet eT ere Satna nrer ereee RTT 20 LG Ee ORES AN EERE CORRE EEE ENEE NENTS ARETE PRUE RE ARENT DE ERS TENT TTT Ona NEE 23 TET OUON CO Ses aise oe fei has eh OE E edad A E A ws dete aaa ae sks saa eas 27 lem Lype cern a A 28 Pen O ear A E A E 29 FC OSE aa r a sae tesite tebacate hiactete araesea ae tae tOU ae 30 LL Eee RCP aaREPCLE Pe RDOES ete EN ae eRe ares En TOTEM est Ree ERSTE TAN 34 VO OCU soc yt ao ete Uae se ee Wd cos Sette acest ae A A 35 Transactions Ssicoisiecsa aaa se ain dan ee nei ee eae oe 36 Check OU roi nE ae E ENE A AA E 37 CRE a TE A E E A A N E E E AE 40 BCC TeV ARENE AAA EERE AE OAA E AAA EE EA EA OE E E E AEA E ATE 42 KSE Le E E E E ENE EA eee eee Tae 43 RECTAN ONS oo nna R A A 45 FRE PORN eaa E E aioe adanamsnneasuaee 46 Report Generation QV ETVICW edecds uses crush tatedeacen ee ieii EE E a a 47 Master Data ROD OMIS orana A N wee neon 48 Hem Dala Kepri S vereinen a a T a 50 TTT SOCHION REPONS rice aya AEN 52 Label FrN O os A Sates wi sete E E E ad east aes 54 Sync Handheld anaa aa E ANE 57 A E tenet as Geese E E T E A acca eae cetemnceeeey Ganenes 58 NC Oa a a a A aout 59 Label Se UP ee a a 65 BackUPS E PAO REE E E RS ete Bn ee 66 TNDOTE Dali oO OOO 67 Puree Dala bas ceca iis Ss take lea ad ee E T E A 70 UOTE OV TTE Vetta tien tees 3 A AAE I ae Tahoe ASA 71 CTT a fascists ces gcse E E ese setae Sanat saa educa REG So aca edema eRe 72 Resist aO en E A E E eee ne re 75 ADO U oae E S tow aed at ace ond to
24. FB8E73CC Activation Key F4 13 A7 23 43 72 82 80 Serial Number 9CAF60026C6E About The About menu shows information regarding RedBeam Check In Check Out including the version number _ oo RedBeam Check InfCheck Out redbeam Version 9 0 0 Copyright 2005 2007 RedBeam RT arilo 474 0390 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 76 Section 3 Using the Mobile Computers If you are using the Mobile Edition of the software the mobile computer portion of RedBeam Inventory Tracking is loaded during the initial sync with the handheld which is described under the Sync Handheld section of this manual Once the installation is finished re sync to complete the upload of master data To use the program on the mobile computer go to Start gt Programs and click the Check Out In icon Login If user security 1s active you will be presented with the Login screen Select your user ID enter your password and click OK Main Menu Functions on the main menu include Check Out Check In Reserve and History To access a function click the button with that function name HF Check In Check Ou Yy 16 22 RedBeam Check In Check Out Check Out Check In Reserve History Exit Wersion 50 0 Copyright 2005 2007 RedBeam Inc 2004 2008 RedBeam Inc Revised October
25. Include Weekends Select a Check Out Roon Eee e d Daily E See At eckou Ee Compa Period Quantity i h Legal Building S Physical Plant Facility Overdue Period Hourly Location 4 Overdue Fee 5 00 Location 5 i Location amp Tel lt OaE eX gt A 7 ure Find New Edit Copy Del Undo Barcode Model TI Big Heavy Drill Tools Each Big Heavy Tools D WETS Tle Stapler Office Products Bos TIS Moots Case Legal Files 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 25 In the Purchasing Info sub tab enter a vendor P O acquisition date and cost When finished click the Update button F RedBeam Check In Check Out B MM y Company H Legal Building Physical Plant Facility 2 Location 5 i Location amp Big Heavy Dril Tools Each Big Heavy Tools DWETS Bites Products CA ASA a 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 26 Employee To set up your employees click on the Employees button An employee is the person responsible for a checked out item This could be a student customer or member of any group to which items are checked out If you would like to change the word employee to something more descriptive for your organization us
26. Other users with fewer rights may be created using the administrative features of the application Enter the login information in the User Information tab RedBeam Check In Check Gut Login User Information UserID fsa Fazzword sey Change Password Cancel Next click the Server tab 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 12 User Information Sener Enter a Server name or IP address SQL Server Instance i a Or Search for 4yvailable Servers and select one from the list Cancel Click the Use an SQL Server not installed by this application checkbox If you have not already done so click Search for Available Servers Choose the server from the list box or type the server name or IP address into the New Server field When done click OK The application will launch and you will be connected to your main server database Opening the Application with User Security Activated If this is not the first time you have launched the application and you have activated user security under Admin gt Security when you open the application you will be asked to enter one of the user D s and passwords you have set up To change your password click Change Password User Information UserID fsa Password EDD ESS Se Ee eS ce oe Change Password Opening the Application w
27. P address Y SOL Server Instance Or Search for 4vailable Servers User ID fa and select one from the list Password ee Curent Server 127 0 0 15A CO Current User a Where is my server p Update Indows Firewall Forts iv Open local windows firewall ports for SQL communication with client machines Ports will only be opened for the local network subnet If you have not already done so click Search for Available Servers Choose the server from the list box or type the server name or IP address into the New Server field When finished click Update 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 62 Why isn t my server found There are several reasons why you may not see your server when clicking the Search for Available Servers button You haven t installed or opened the application on the server yet The application must be installed and initiated on the server machine before your workstation can connect to it If you have installed on the server but you haven t opened the application on the server the workstations will not be able to connect Your server is not on the same subnet as the workstation If your server is connected through a router is in a different domain is in a different workgroup etc it may not appear You must manually enter the IP address or computer name of t
28. Version 5 3 0 Contact us at www redbeam com Page 45 Reporting To access the reporting features of the system click on the Reporting tab There are four different categories of reports available They include Master Data a list of data entered under the master data tab of the system Item Data reports on checked out in items overdue items item usage and item and rental value Transactions detailed information about item transactions Label Printing label printing functions Click on the button on the left side of the menu to select the desired report category gt 10 x RedBeam Check In Check Out Exit Help Master Data Transactions i Rie Syne Handheld Admin Master Data f Checked Out Filter Options Item Data Checked In Acquisition Date C Overdue select a Transactions Check Out Actual Time Date Range f Usage eS Label Printing term Value Department f All Selected C Rental Value Check Out Effective Time From E mpl ee tt rngv2005 x fizooam ltem T a N To o tme i nasa x hi Manufacturer Model Display Options Project User Fields Purchasing Data Room Group By C Descending Second Group By F Descending 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 46 Report Generation Overview For each category of reports you will sel
29. act us at www redbeam com Page 14 Registration lea Customer Reseller Activation Support Reseller Information Reseller Acme Barcode Solutions First Name Sandra 5570 Sandlewood Lane Hollywood State CA ZipCode 93823 984 555 7038 sandra johnson acmebarcode com het Under the Activation tab enter your product serial number and click Activate If you have internet connectivity the Activation Key will automatically be populated by the system If you do not have internet connectivity please call 877 373 0390 and provide one of our support specialists the PC Unique ID displayed on the screen and your product serial number They will then verbally provide the activation key for your machine Registration z Customer Reseller Actvation Support M Senal Number Activation Please enter the serial number found on the software CD jacket and click the Get Activation Key This will transmit your registration to Redbeam via the internet If you do not have internet connectivity or would like to buy more licenses please call 877 373 0390 PC Unique ID D7338D2DFB8E73CC Activation Key F4 13A7 2343 72 82 80 Under the Support tab enter your support contract serial number and click Activate If you have internet connectivity the Activation Key will automatically be populated by the system If you do not have internet connectivity please call 877 373 0390 and provide one of our support specialists the PC U
30. ate IL MM pde jra poe gt gt i Of Update pe Find Mew Edit Bai Del Undo Barcode ES 4 ere Accounting 213 123 456 Eliot TS Editar In Chief Public Relations Herbert Frank Technology 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 27 Item Type To set up your item types click on the Jtem Type button An item type is a category to which the item belongs Examples include files videos equipment or tools To create a new item type click the New button and enter the information When using the system to check out or check in your items with a barcode scanner you have the ability to enter additional information and notes about an item before adding it to the list to be processed If you do not need to enter any additional information during transactions and would like to streamline the scanning process put a check in the appropriate Scanning an item automatically adds it to a transaction during Check Out or Check In check box When finished click the Add button To edit an existing item type click the Edit button and update the information When finished click the Update button To delete an item type first disassociate the item type from any items on the item master data screen Then click on the Delete button and confirm the deletion when prompted To make an item type inactive click the Inac
31. beled RedBeam Check In Check Out or go to Start gt Programs gt RedBeam gt Check In Check Out gt RedBeam Check In Check Out Opening the Application for the First Time When the application is launched for the first time you will be asked Will the data be stored on this machine RedBeam Check In Check Out x will the data be stored on this machine Click Mo only iF the data will be stored on a different machine or SQL Server D e Single User Licenses If you have a single user license click Yes You will be given a default user ID and password Please enter a new password Enter it a second time for verification IMPORTANT Please write down or remember both your default user ID and your new password and keep them in a safe place You may need them again later RedBeam Check In Check Out Login User Information User ID sa Password i Change Password Hew Password ee Verify Password a 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 7 Multi user Licenses If you have a multi user license that you would like to have networked you will first need to install the software on the computer or server referred to as server for the rest of this section where you want the database to reside Open the application on the server You then will be asked Will the da
32. bility All trademarks in this manual are the property of their respective owners 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 4 Section 1 Installation The RedBeam Check In Check Out PC software is the main database for all of your item information The software is found on the CD that came with this system This software allows you to enter items check them in and out and run a variety of useful reports Installing the PC Software IMPORTANT If you have purchased licenses for a multi user version of the system and want to network all of your PCs together install the RedBeam Check In Check Out software on the computer or server where you want the database to reside Once installed there you can install on your other PCs To install the PC portion of RedBeam Check In Check Out place the CD in the CD ROM drive Using Windows Explorer browse to the CD ROM drive Open the Check In Check Out PC Installation folder and double click the setup installation icon a setup An installation wizard will take you through the installation steps The installation may take several minutes You may need to restart your computer once the installation is finished Note If you are using the Mobile Edition of the software the mobile computer portion of RedBeam Check In Check Out is loaded during the initial
33. ck the Update button To delete a unit of measure first disassociate the unit of measure from all items Then click on the Delete button and confirm the deletion when prompted To make a unit of measure inactive click the Inactive check box This will remove the entry from drop down lists but will keep the entry in unit of measure master data and reporting You can view all of the units of measure by scrolling through the list on the bottom panel RedBeam Check In Check Out Tel x Exit wiew Help Master Data Ueti steele Reporting sync Handheld Admin Item Type Tools nactive E Scanning an item automatically adds itto a transaction during Check Ir Employee Scanning an item automatically adds it to a transaction during Check Mut Item Type e Find New Edit Copy Del Undo Barcode ltem Type Office Producta Technology Toole 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 30 Vendor To set up vendors click on the Vendor tab A vendor is the company or organization from whom the item was purchased To create a new vendor click the New button and enter the information When finished click the Add button To edit an existing vendor click the Edit button and update the information When finished click the Update button To delete a vendor first disassociate the vendor from a
34. click the Add button To edit an existing model click the Edit button and update the information When finished click the Update button To delete a model first disassociate items from the model Then click on the Delete button and confirm the deletion when prompted To make a model inactive click the Inactive check box This will remove the model from drop down lists in the system but will keep the entry in model master data and reporting You can view all of the models by scrolling through the list on the bottom panel RedBeam Check In Check Out IOl Exit View Help Master Data ransacdions Reporting sync Handheld Admin Unit Of Measure Vendor Manufacturer sane DWET54G8 Manufacturer Big Heavy Tools Inactive iz tem Type E qe eee le Department Find New Edit Copy Del Undo Barcode Purchasing Seamus Heaney Translations SINE DWET544G8 Big Heavy Tools M516DE Big Heavy Tools 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 33 Status To set up item status information click on the Status button A status is used to indicate the condition or state of the item For example a status could be New Condition Good Condition or Poor Condition To create a new status click the New button and enter the information When finished click the Add button To edit an exist
35. ctive click the Inactive check box This will remove the building from drop down lists in system but will keep the entry in building master data and reporting RedBeam Check In Check Out Exit View Help Master Data ransadions Reporting sync Handheld Admin Location Select a Location to View or Edit Company Building Room B My Company Descripti ili ae ption Legal Building Physical Plant Facility Employes ee p Location 1 Location 2 a ee Location 3 5 Physical Plant Facility Location 4 street fi 234 Building 2 Street Location 5 D My City Fr ZipCode 12345 1234 fi 23 1 23 1234 lnactive E pe Pel k lt oale mlx gt a Yer Find New Edit Copy Del Undo 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 21 Room To set up rooms for a building click on the Rooms tab The room is the lowest organizational level in the system A building can have any number of rooms To create a new room click on the New button and enter the information If you are labeling each room with a barcode enter the barcode ID You can print this barcode by clicking on the Barcode icon in the tool bar Be sure to enter the building in which the room is located This is mandatory When finished click the Add button To edit an existing room click the Edit button and update the information
36. date button To delete a manufacturer first delete any model numbers assigned to the manufacturer and disassociate items from the Manufacturer Then click on the Delete button and confirm the deletion when prompted To make a manufacturer inactive click the Inactive check box This will remove the manufacturer from drop down lists in the system but will keep the entry in manufacturer master data and reporting You can view all of the manufacturers by scrolling through the list on the bottom panel RedBeam Check In Check Out O x Exit View Help Master Data Transactions Reporting sync Handheld Admin Unit OF Measure Vendor Manufacturer Model Manufacturer Big Heavy Tools Inactive M EEn Belk lt D DX A vie ltem Type Find New Edit Copy Del Undo Barcode Department 7 Eig H bavi Tools Purchasing Seamus Heaney Translations Status 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 32 Model To set up model click on the Model tab A model is a specific kind of product made by a manufacturer If you assign a manufacturer to a model number you will be able to limit the list of model numbers to select from in your item record to those for the desired manufacturer To create a new model click the New button and enter the information When finished
37. de into the Employee ID field or by selecting the ID from the drop down list Alternatively select the name of the employee from the Employee Name drop down list Fees to be paid for that employee will be grouped in the grid in the middle of the screen Fees will include any unpaid check out fees and overdue fees 5 x RedBeam Check In Check Out Exit View Help Master Data Miui Reporting Sync Handheld Admin Check Out Employee ID E Check In Employee Hame aa cart Fee Pay Bases Accounting e Ear Art Technology e3 Johnson Peter 1 25 00 Reservations Print a Receipt Iv Total 1 2 00 Paid 6 00 Change 0 00 Uf Update The total fees due for the employee will display in the Total field at the bottom of the screen If fees are due enter the amount the employee has paid in the Paid field If paying more than the total the change due will display in the Change field If a printed receipt is desired place a check in the Print a Receipt check box Save the transaction by clicking the Update button If the Print a Receipt checkbox is filled a receipt will be sent to the default printer 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 42 Reserve To reserve an item click on the Reserve button on the left side of the Transactions screen Optionally a reference number such as an ord
38. e Time f Reserve C All Transactions Label Printing Actual Time From Department 9710 2007 12 00 AM Employee To a E 37102007 1553PMm_ ltemT ype Select a Transactions AcquisitionDate Date Range Manufacturer Model Display Options Project User Fields Purchasing Data a Reference Ho Group By C Descending Second Group By Descending Once the report type is selected you can narrow the scope of the report by selecting one or more Filter Options Within each filter option you can choose either All or Selected records To choose specific records click Selected and put a check mark next to the desired records by clicking in the appropriate check boxes Use the Select All and Deselect All functions to make selecting the specific records easier To group the data in the reports you may select values from the drop down lists at the bottom of the screen You may also decide to display the data in descending order If additional data is available to be displayed in the reports you can check the boxes of the data you would like to see in the report under the Display Options section 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 52 When finished click printer icon To export to Excel or a Text file select the appropriate radio button at t
39. e information you want to view Clicking on the building or room description displays more detailed information RedBeam Check In Check Out O x Exit View Help Master Data Upelieisteeli Reporting s nc Handheld Admin Location Select a Location to View or Edit Company Building S My Company Descripti Tae ption m eel poea Employee gt Location 1 Location 2 D Location 3 Physical Plant Facility 4 Location 4 street fi 23 Company Bled oo Location 5 My City FL ow eipCode 123451234 fi 23 1231234 Gel lt oy X gt gt i Of Update Find Edit Del Undo 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 20 Building To set up your buildings click on the Buildings tab A company can have any number of buildings To create a new building click on the New button and enter the information When finished click the Add button To edit an existing building select the building you want to edit from the tree structure click on the Edit button and update the information When finished click the Update button To delete a building first be sure to move or delete all rooms and items assigned to the building Select the building you want to delete from the tree structure Then click on the Delete button and confirm the deletion when prompted To make a building ina
40. e the Admin gt Caption Override function in the system To create a new employee click the New button and enter the information When finished click the Add button If you are providing each employee with an Employee ID barcode to be used at check out you can print the Employee ID by clicking on the Barcode icon in the tool bar To edit an existing employee click the Edit button and update the information When finished click the Update button Note Altering the department an employee is assigned to will alter all current and historical transactions records for that employee To delete an employee check in any outstanding items and pay any outstanding fees before deleting Click on the Delete button and confirm the deletion when prompted Historical data including transactions made by the deleted employee will remain in the database for reporting purposes To make an employee inactive click the Inactive check box This will remove the employee from drop down lists but will keep the entry in employee master data and reporting You can view all of the employees by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit View Help Master Data ansacions Reporting oync Handheld Admin Empl ID Eo Ph 2131234567 ltem First Hame Art Alt Phone 567 7894234 000 Employee Last Name andea E mail drt Vandelaylndustries com Department Accounting Inactive F Street 1234 Vandelay Ad City Vandelay St
41. ect a report type scope and grouping Once the report type scope and grouping are selected click the Print button The selected report will display To print a hardcopy of the report click the printer button on the left side of the menu bar Exil x Seh 4 1 of 1 b b m A To export a copy of the report click the Export Report envelope icon to the right of the printer icon To display or hide the report structure to the left side of the page click the Toggle Group Tree icon to the right of the Export Report icon When this tree structure is displayed clicking on any level in the tree will display the selected section in the report To move from page to page within a report use the right and left arrow buttons to the right of the printer icon To search for specific information in a report click on the Search Text binocular icon and enter the desired information To exit out of the report and go back to the application click on Exit at the top left of the report or click the X in the to right hand corner of the report Exporting the Report Data Once the report type and scope are selected select the radio button to export to Excel or to a Text File and click the Export button Export Excel TextFile You will be asked to name and save the file on a directory on your computer Once the file is saved you will be asked if you would like to open the file 2004 2008 RedBeam Inc Revised October 28 2
42. eight width Top ht A Label Pinter autosence label gap Generic 3 zt shel Punter lsikaceansce lahel ase Geren kh EJ m m 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 65 Backup Because this software uses a Microsoft SQL database you cannot simply copy the database file to create a backup RedBeam has added this Backup feature to automatically handle the additional processes required to make a backup copy of the database If you use a tape drive back up you will likely want schedule a backup that will place a copy of the database in one of the folders backed up by your tape drive To create or schedule a back up of the database click on the Backup tab Be sure to access this application from the computer where the database is located If the database is located on a server please access this application on the server From the tree structure in the Backup section select the folder where you would like the database backed up If you use a tape drive backup select a folder that is included in the tape backup To perform an immediate backup click the Backup Now button To schedule a backup select the Daily or Weekly radio button in the Schedule section choose the time each day or week you would like the backup to occur and click the Schedule It button This will s
43. eipt checkbox is filled a receipt will be sent to the default printer The Clear button will reset all the data on the screen with the exception of the room 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 38 Check Out e 0 2007 1217 PM Check Out_ Beene ain Big Heavy Drill Location 2 Location 3 FE Physical Plant Facility oom Location 4 Location 5 Location 6 p Update 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 39 Check In To check an item in click on the Check In button on the left side of the Transactions screen The day and time of the transaction will default to the current day and time The room to which the item is being checked in may be selected by scanning into the Room Barcode field or by selecting the barcode ID from the drop down list Alternatively select a room from the Select a Room tree structure or choose from the Room Description drop down list The barcode ID being checked in may be selected by scanning the barcode ID into the Item Barcode field or by selecting the barcode ID from the drop down list Alternatively the item barcode or description can be found using the search function To access the search click the binoculars icon Specify
44. electing from the Status drop down list Notes specific to the item may also be added in the Note field These will display on the receipt and on the transaction reports If this item is being checked out to a specific project select the project ID from the drop down list RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Update Time sA0207 i217PM Reference Ho PO Room Employee Barcode lot o SY ID Description Location Name Vandelay At Select a Room item El My Company Barcode mooo w Legal Buildin g TEETE Description Big Heavy Dil Big Heavy Dril Heavy Drill Location 2 status God Location 3 l Physical Plant Facility Hote ow Location 4 Includes spare battery Location 5 Location 6 Project ID Prsa j Pemoveltem Additem 4 ltem Barcode ltem Description Print 4 a CAA 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 37 If the Allow Changes At Check Out check box is checked in the item master record the Fee Period Override box will be displayed during check out The data in these fields will default from the master record If desired enter a different period type quantity or fee You may also choose whether weekends count towards the time items are checked out To add to an item to this check o
45. elete the sample text if you do not want to print anything above the barcode or uncheck the check mark to the right of the field If you are printing From Master Data you can choose to either print Fixed Text or From Field by selecting the appropriate radio button If you print From Field the item or location description will print above the barcode rather than fixed text Above the Barcode Print First Line f Fired Text From Field This is the first line m second Line f Fixed Text C From Field This is the second line Fj 2004 2008 RedBeam Inc All rights reserved Contents subject to software license agreement Contact us at www redbeam com Revised October 28 2008 Version 5 3 0 Page 55 Media Print barcodes to a standard laser printer by selecting one of the RedBeam forms from the Select Label Type drop down list or if using a barcode label printer choose the size desired If using a RedBeam form select the starting column and row where printing will begin on the sheet Change the height H and width W of the barcode by selecting from the dropdowns under Barcode Size section Select the font for the label by clicking on the Select Font button Media Barcode Size select Label Type RedBeam Form RB L480 1 1 100 H Starting Column f Starting Aow f ooz Wo Select Font Select the font for the label by clicking on the Select Font button Change the height H and width W of the barc
46. er number can be entered in the Reference No field The room from which the item is being reserved may be selected by scanning into the Room Barcode field or by selecting the barcode ID from the drop down list Alternatively select a room from the Select a Room tree structure or choose from the Room Description drop down list The employee reserving the item may be selected by scanning the employee s barcode into the Employee ID field or by selecting the ID from the drop down list Alternatively select the name of the employee from the Employee Name drop down list The barcode ID of the item being reserved may be selected by scanning the barcode into the Item Barcode field Alternatively the item barcode or description can be found using the search function To access the search click the binoculars icon The length of reservation is assigned by selecting the Reserve From and Reserve To from the drop down list RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Reference No Check In Room Employee Fee Pay Barcode Locd ID e1 Reserve Description Location 4 Mame Vandelay Art Select a Room ltem E My Company C O oo 3 Legal Building Location 1 Description Big Heavy Dil Big Heavy Dril Heavy Drill Location 2 Location 3 Reservations Reserve Mote a f enw ione E gia ani tomy g 10 2007 12 00 4M Location 5 9 710 2007 11 59 Po
47. et up the SQL backup job To restore a backup database click the ellipse button in the Restore section and select the appropriate file WARNING Restoring the database causes all current data to be replaced by the data in the backed up database If you would like to replace the data click Restore RedBeam Check In Check Out Exit Help Master Data Transactions Reporting sync Handheld Admin Network Packur Label Setup Folder C Program Files RedB eam Backup MES QuickTime a Real Import Data ee RedBeam Purge Database b 2 EGG Asset Tracking ES Check In Check Gut Caption Override OO i ES Inventory Tracking Remote Display Control Fy Roxio H E Satelite Forms Runtime E E SonicWALL eaii f Daly C Weekly fi200 00 aM Schedule It Backup Now Warning Restoring the database causes current data to be replaced by the data in the backed up database Restore 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 66 Import Data To import data into the system click on the Import Data tab Data is imported into the system using Microsoft Excel spreadsheet templates To download a template select the table desired under the Choose Table section by clicking on it Then click the Create Excel Source File from Template button Select the folder you want to save the file in a
48. ghts reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 54 If you select From Master Data first choose the radio button to print either item room or employee ID barcodes Then select the printing scope by clicking the list icon under Scope to Print The total number of labels to be printed will display Single Label From Master Data Sequential Printing In the Barcode Print of Labels to Print tem ID C Foor ID Employee ID Scope to Print Select IDs e a to Print I or Print ll If you select Sequential Printing enter barcode value with which you would like to start and end You can enter a prefix that will be printed on all labels You can also determine the number of digits after the prefix by checking the Leading Zeros check mark and entering the total number of digits desired The number of labels to be printed will calculate automatically If you would like to increment the barcodes more than one at a time enter the increment in the Increment field If the start value was 10 and the incremental was 2 the next several labels to print would be 10 12 14 and so on Single Label From Master Data Sequential Printing Leading Zeroes W of Digits H of Labels to Print Above the Barcode Print For all printing you can choose to print Fixed Text above your barcode You may enter this text in the First Line and Second Line fields D
49. he Advanced tab Do not change the Collation on this screen 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 60 x Create New Database Options Database Folder c program files microsoft sql server mssql 1 mssql data Log Folder Je program files microsoft sql servermssgl 1 mssql data Collation SQL Latin 1_General_CF1_CI_AS p Recovery model eserver defauts Compatibility level sau Server 2000 Database size MBI fio cancel Click Run B You are about to install database REO Are vour sure You want to continue Click Yes Execution started H x Package Mame Seed Creating Database locallsqlexpress RCO Cancel After the database had been created you will see the following 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 61 Package executed successfully Click Ok Once the file is attached check the Use a SQL Server not installed by this application check box at the bottom of the screen RedBeam Check In Check Out 0 x Exit Help Master Data Transactions Reporting sync Handheld Admin Network To network this machine to another SQL Server Label Setup Enter a server name or I
50. he bottom of the screen and click Export 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 53 Label Printing To access the label printing functions click on the Label Printing button RedBeam Check In Check Out Exit Help Master Data Transactions Ries Sync Handheld i Admin Master Data Single Label E Sequential Printing In the Barcode Print Scope to Print of Labels to Print rete e tem I Select IDs J Labet Privina TL Sii Employee ID I or Print Al Above the Barcode Print Barcode Preview First Line Fixed Text From Field oa This i the first line al This isthe first line S P Second Line FisedTest From Field This is the second line r Media Select Label Type RedBeam Form AB L480 7 7527 25 Starting Column It Starting Aow H j What to Print When printing labels you can enter the value of the barcode you want to print Single Label print from data you have already entered in the system From Master Data or print a series of sequentially numbered labels Sequential Printing If you select Single Label enter the value of the barcode you want to print and the total number of labels to be printed Single Label From Master Data Sequential Printing Barcode to Piin of Label to Print 2004 2008 RedBeam Inc Revised October 28 2008 All ri
51. he items being checked in If fees are due enter the amount the employee has paid in the Paid field If paying more than the total the change due will display in the Change field If a printed receipt is desired placed a check in the Print a Receipt check box When all of the items have been added save the transaction by clicking the Update button If the Print a Receipt checkbox is filled a receipt will be sent to the default printer The Clear button will reset all the data on the screen with the exception of the room RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Update Time 9 10 2007 1238 PM Check In Room ltem Barcode oc4 TF Baoe za Description ocation 4 e i Select a Room Status fo Reservations My Company Legal Building oe Location 1 Location 2 Location 3 Note El Physical Plant Facility oo Location 4 Location 5 Location 6 Remove ltem Add ltem 4 ltem Barcode ltem Description Big Heavy Drill Print a Receipt I FE Paid 2 00 Change 0 00 i Update 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 41 Fee Pay To pay a fee click on the Fee Pay button on the left side of the Transactions screen You may select the employee paying the fee by scanning the employee s barco
52. he server to connect The computer name of the server can be found in the System application which is found in the windows Control Panel classic view of your server machine Your server is obstructed by a firewall This application is not designed for traffic through an unsecured network and should not be used in that context The application is designed to automatically open ports on the local subnet only in the Windows operating system firewall which ships with Windows XP This firewall should not be your problem If for some reason you have another internal firewall within a secure network you will need to open two ports to allow the application to communicate SQL Server uses UDP port 1434 to establish connections from SQL Server 2000 clients This socket number is also reserved for SQL Server by Internet Assigned Number Authority TANA SQL also listens on a TCP port The default number for a default instance is 1433 the official IANA socket number for SQL Server In our case we are using a named instance of SQL Server and this port number may have been dynamically assigned when the instance was first started To determine the port that our instance of SQL Server is listening on you can use a Network Setup utility that was created by the SQL Server installation wrapped in our installation For SQL Server 2000 this can be found on the server machine at Program Files Microsoft SQL Server 80 Tools Binn S VRNETCN exe When yo
53. heck In Check Out Login User Information Enter a Server name or IP address hi 2r 0 0 1 Or Search for 4vailable Servers and select one from the list Use a SOL Server not installed by this application Where is my server Cancel Enter the server where your data is stored Do this by clicking the Search for Available Servers button When clicked the system will look for other RedBeam Check In Check Out databases on your network The server you just installed on should display in the box Click to select it If the server does not display you may enter the server name or IP address if known When done click OK The application will launch and you will be connected to your main server database Advanced If you are using your own full version of Microsoft SQL Server 2000 or 2005 you will need to install the database to the SQL Server you would like to host the database The database installation file may be found on the installation CD in the directory Utilities Seed exe Copy the file to a directory of your choice on the machine hosting SQL Server Once in the directory double click to execute the file and you will be presented with the following screen 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 9 Run Package x This executable will create a new database Please choose the server and
54. icking on the desired tab Under each of the main function tabs you will notice sub functions buttons along the left hand menu To access the sub function click on the button that describes it RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Update Time g 10 2007 1217 Fh Reference No Check In Room Employee Description Laciani Mame Vandelay Art Select a Room Item Mg Company Barcode iri g Reservations E Legal Building Mo Description Big Heavy Dril Big Heavy Dril Heavy Drill Location 2 status Good o Location 3 Physical Plant Facility Note oo Location 4 Includes spare battery Location 5 Location 6 Project ID Prena j Penovslem Additem ltem Barcode ltem Description Print me Update Clear 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 17 Function Bar On most system screens you will find a function bar that looks like this X gt d Of Update Firid First Prev Mew Edit Copy Del Undo Next Last Barcode The buttons perform the following functions H Find Search for a specific record k First Scroll to the first record 44 Prev Scroll to the previous record c New Create a new record T Edit Edit an existing record C
55. ing sync Handheld J Admin Network J Enable Security for the Application Label Setup Marag SS native Import Data E Location Access Locations E My Company El Legal Building Security Location 1 Location 2 Location 3 Physical Plant Facility Location 4 Location 5 wr Location 6 el Ki lt Cl tes X gt A uri Find New Edit Copy Del Undo Barcode Administrator Manager When finished click the Update button To edit a role click the Edit button and update the record When finished click Update To delete a role click on the Delete button and confirm the deletion when prompted A role may not be deleted if it is assigned to a user To make a role inactive click the Inactive check box This will remove the role from the drop down lists in the system but will not alter existing users assigned to the role You can view all of the roles by scrolling through the list on the bottom panel 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 74 Registration The Registration screens include four tabs including Customer Reseller Activation and Support Under the Customer tab enter information about your company including company name your name address phone and email Registration z Customer Reseller Actvaton Support I mCompany Information All fields
56. ing status click the Edit button and update the information When finished click the Update button To delete a status first disassociate items from the status Then click on the Delete button and confirm the deletion when prompted To make a status inactive click the Inactive check box This will remove the status from drop down lists in the system but will keep the entry in status master data and reporting You can view all of the statuses by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit View Help afti aBa ransacions Reporting sync Handheld Admin Status Baa a a ve r a cI a ec Find New Edit Copy Del Undo Barcode Status Good 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 34 Project To set up projects that items can be checked out to click on the Project button To create a new project click the New button and enter the information When finished click the Add button To edit an existing project click the Edit button and update the information When finished click the Update button To delete a project first check in any items associated with the project Then click on the Delete button and confirm the deletion when prompted To make a project inactive click the Inactive check box This will remove the project from drop down lis
57. ion Big Heavy Dril Item Main ltem Information Check Out Information i Item Type Tools Image User Fields Unit of Measure Bae Manufacturer Big Heavy Tools R D WET544G8 z i P Inactive k GS Ge Stretch HKI E EERE gt Y Of Update Find New Edit Copy Del Undo Barcode Model TI Big Heavy Drill Tools Each Big Heavy Tools D WETS Tle Stapler Office Products Bos TIS Moots Case Legal Files 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 19 Location The three organizational levels in the system are set up under the location function The highest level of the organization is the company Once the company is set up buildings can be added Once a building is set up all of the rooms in the building can be added Company To set up your company information click on the Location button and select the Company tab The company is the highest organizational level in the system Only one company can be entered To create a Company click on the New button and enter the information When finished click the Add button To edit your company information click the Edit button When finished click the Update button The side panel is a tree structure that allows you to view the buildings and rooms in the company You can expand or close the tree by clicking on the plus and minus icons next to th
58. ithout User Security Activated If this is not the first time you have launched the application and you do not have user security activated you will be taken directly into the application 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 13 Registration When the application is launched for the first time you will be asked to register the software You may register electronically over the internet or you can contact RedBeam Inc at 877 373 0390 If you choose not to register the application will run in demo mode The Registration screens include four tabs including Customer Reseller Activation and Support Under the Customer tab enter information about your company including company name your name address phone and email Registration z Acivanon suppor I Mansell Road Suite 2806 State IGA Zip Code 30022 Email lf Please send me update and renewal notices via email T Under the Reseller tab enter information about the company you purchased the RedBeam system from including company name your contact s name address phone and email This information can be accessed later if you need to order additional licenses upgrades support or supplies 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Cont
59. ll items Then click on the Delete button and confirm the deletion when prompted To make a vendor inactive click the Inactive check box This will remove the vendor from drop down lists in the system but will keep the entry in vendor master data and reporting You can view all of the vendors by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit View Help Master Data Ueti steele Reporting sync Handheld Admin Unit Of Measure Vendor Manufacturer Vendor Light Arm Industries Phone 3681537894 00 Yendor No 10a Alt Phone 3681534195 0 Contact Richard Wilbur City Verse Street 3876 Catch St State MA Purchasing P Zip Code 15986 3876 000 E mail F ichardtaLight4rnm com nactive E WKI alela X A e Find New Edit Copy Del Undo Barcode Alt Phone Addr Light Arm Industries Richard Wilbur 966 753 7894 968 153 4195 9576 Catch St 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 31 Manufacturer To set up manufacturers click on the Manufacturer tab A manufacturer is the company or organization that originally produced the item To create a new manufacturer click the New button and enter the information When finished click the Add button To edit an existing manufacturer click the Edit button and update the information When finished click the Up
60. ms you will first enter your Main Item Information and then Check Out Information for use during check out and check in RedBeam Check In Check Out Exit View Help pele ba Poiseciuons Reporting sync Handheld Admin ltem Hain Item Information Check Out Information Item Type Tool Image User Fields Item Type Unit of Measure E A Department Manufacturer Big Heavy Tools Purchasing Model OWE TS4405 fa Status Nate Project T Inactive GS ce Stretch alki C ct X gt EJ p Update m Edit Lop Unda Barcode Model T y Heavy Drill n Each Big Heavy Tools D WETS Tle Stapler Office Products Bos TIS Moots Case Legal Files 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 23 Main Item Information To create a new item click on the New button and enter the information on the Main Item Information tab Enter the item D this must be the same as the item barcode a description the item type unit of measure manufacturer model number and notes if applicable Print a barcode label for this barcode ID by clicking on the Barcode button Printer settings will be the ones last selected in the Reporting gt Label Printing function Enter an image of the item by cutting and pasting it into the image field or by clicking the Open folder icon and choosing an image file from
61. nd remember where it is being saved Name the file and click save When the source file opens enter the data you want to import You can save and open the source file as many times as necessary to enter all of the data When data entry into the source file is completed close the spreadsheet Click the Choose Source File button select the source file and click Open Note It is recommended that all other master data be imported before importing items since data in the item records is dependent on the other master data RedBeam Check In Check Out Exit Help Master Data Transactions Reporting sync Handheld J Admin Choose T able Label Setup endai Gtep 1 Select the table to be imported by clicking on the appropriate table button Unit OF Measure Step Click the Create Excel Source File from Template Button Step 3 Select the folder where you want to save the source file ltem Type name the file and click Save Step 4 When the source fle opens enter the data you want to Manufacturer import ou can sawe and open the source file as many times as necessary to enter all of the data _ Step amp When data entry into the source file i complete click the Choose Source File button select the source file and click Open Status Employee Import Data Department Project Create Excel Source File from Template Choose Source File 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Co
62. nd on the installation CD in the directory Utilities Seed exe Copy the file to a directory of your choice on the machine hosting SQL Server Once in the directory double click to execute the file and you will be presented with the following screen Run Package x This executable will create a new database Please choose the server and database you would like ta create ll More Info Select Database Server local f Windows authentication SQL Server authentication User name Password I Upgrade an existing database Make a database Advanced Database Aco Cancel If you aren t using the local default instance you may type the name or IP address of the SQL Server in the Server drop down box or you may click the down error to allow the application to search for eligible servers If you are using a non default instance of SQL Server be sure to include the instance name in your selection i e MachineName InstanceName Leave the Make a database option selected and leave the database name as RCO If you wish you may specify an SQL Server security user name and password with authority to create new databases instead of the default windows authentication If you do not have admin access to the SQL Server machine this may be easiest If you would like to store the database files in directory locations other than the defaults you can change the file locations in t
63. nique ID displayed on the screen and your support contract serial number 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 15 They will then verbally provide the activation key for your machine You may enter multiple support contracts to extend support for multiple years Registration z Customer Reseller Activation Support To purchase support please contact your reseller or call 64 555 2038 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 16 Menu Overview When the application is launched there will be several tabs along the top of the screen that indicate the main system functions These include Master Data enter basic data used by the rest of the system including items and locations Transactions check items in and out Reporting generate item overdue checked out usage and transaction reports and print barcodes Sync Handheld sync the mobile computer with PC database Mobile Edition only Admin network back up data import data purge over ride captions and implement user security Each time the application is opened it will default to the Transactions tab and the Check Out screen depicted below You can move between each of the main system functions by cl
64. ntents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 67 Review the data you are about to import by scrolling through the preview table When satisfied with the results click Proceed You will have an opportunity to review the import on the next screen before committing the changes to the database RedBeam Check In Check Out Exit Help Master Data Transactions Reporting s nc Handheld Admin Canim Label Setup Please review the data you are about to import by scrolling through the table below When satisted with the results click Proceed You will have an opportunity to review the import on the nest screen before commiting the changes to the database Note During the import the system wall reject duplicate records or records that do not have data in O x Import Data AutoAddCheckln AutoAddCheck Out FALSE Repair Tools Caption Overnde Machinery Proceed Note During the import the system will reject duplicate records or records that do not have data in required fields such as the ID fields It will also reject records that include master data entries that do not match the master data already in the database For example if manufacturers that are not already entered in the manufacturer master data are imported in an item import items with the invalid manufacturers will be rejected Errors on invalid records will not impact the import of valid records
65. ode by selecting from the dropdowns under Barcode Size section When finished click printer icon You will preview the label sheet before printing On the preview sheet click the printer icon to print F RedBeam Check In Check Out Labels X poo Ki lt lt or e is the first line Me et is the first line Mied is the first line i is the first line his is the second line his is the second line his is the second line his is the second line ANOO01 ANOOO2 ANOOOS ANOO04 i is the first hn Biek is the first hae Pl is the first ie Bi liek is the first eta s is the second s is the second his is the second 5 his is the second ANOO0S ANOOO6 ANOOO ANOO008 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 56 Sync Handheld The Sync Handheld tab is where you sync the data between the PC and the scanner This feature is only available in the Mobile Edition of the software To sync place the scanner in the cradle and wait for Microsoft ActiveSync to connect Then click on the Sync With The Handheld button on the bottom of the screen The system will first detect if upgrades are needed for your mobile software and install them The program will then check to see if there are transactions on the scanner to be downloaded to the PC The blue bars moving on the left side of the screen will indicate the download of
66. ok for other RedBeam Check In Check Out databases on your network The server you just installed on should display in the box Click to select it Alternatively you may enter the server name or IP address When finished click the Update button The data in the application will instantly by updated with the data in the newly selected database RedBeam Check In Check Out O x Exit Help Master Data Transactions Reporting sync Handheld To network this machine to another SQL Server Label Setup Enter a server name or IP address Backup fi 2r 0 0 Import Data Or Search for Available Servers User ID fsa Purge Database and select one from the list Password Ea Caption Oyvernde Security Current Server 127 0 0 15R CO Current User a VW Here is my server Use an SOL Server not installed by this application T Update VWiindowes Firewall Forts Ti Open local windows firewall ports for SQL communication with chent machines Ports will ony be opened for the local network subnet 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 59 Advanced If you are using your own full version of Microsoft SQL Server 2000 or 2005 you will need to install the database to the SQL Server you would like to host the database The database installation file may be fou
67. om of the screen and click Export RedBeam Check In Check Out Exit Help Master Data Transactions Rie Sync Handheld il Admin Master Data f Checked Gut Filter Options Item Data Checked In Acquisition Date C Overdue ace Transactions Check Out Actual Time ale Hange f Usage Label Printing f tem alue Department ir All C Selected C Rental value Check Out Effective Time From Emr e S hasa rj fizooam H ltem Ta item Type tt gz x his Manufacturer Model Display Options Project User Fields Purchasing Data Room Group By C Descending Second Group By Descending 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 51 Transaction Reports The Transaction reports list date and time stamped records of transactions To access the transaction reports click on the Transactions button on the left side of the menu Select from the following report types by clicking the radio button next to your selection Check Out item check out detail Check In item check in detail Reserve item reservation detail All Transactions a list of all transactions in date and time stamp order RedBeam Check In Check Out Exit Help Master Data Transactions Riis Syne Handheld Admin Master Data f Check Out Filter Options Item Data Check In Effectiv
68. oot does not solve the problem To perform a hard reset please consult your scanner user manual 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 86
69. opy Create a new record by copying existing record Del Delete a record X Undo Undo the changes made to a record gt gt Next Scroll to the next record Last Scroll to the last record A Update Update Commit record entries to the database Barcode Print a barcode label 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 18 Master Data The Master Data tab is where data used by the rest of the system is entered If setting up the system for the first time the information under this function should be entered prior to working with the item data section As indicated by the buttons listed along the left hand side of the screen the following data is entered under master data Location where the company structure including buildings and rooms are entered Item where items to be checked in and out are entered Employees where employee information is entered Item Type where item categories are created Department where departments are created Purchasing where purchasing lists are created for units of measure vendors manufacturers and model numbers Status where items statuses are created Project where projects are created RedBeam Check In Check Out Exit View Help Master Data ansans Reporting sync Handheld Admin ed ir Descript
70. re license agreement Version 5 3 0 Contact us at www redbeam com Page 69 Purge Database To access the purge database functions click on the Purge Database tab Under certain circumstances it is convenient to purge the database of all or selected data IMPORTANT Once data is purged from the system it cannot be recovered Use this function carefully To purge data in the system and start fresh with a clean database click Select All To select specific tables please a check mark next to the desired table to be deleted Note Because some tables are dependent on others if you select certain tables tables dependent on those selected will also be purged as indicated by the check boxes When finished selecting click Purge RedBeam Check In Check Out Exit Help Master Data Transactions Reporting oync Handheld J Admin Transaction Table Label Setup If Transactions a Table e E Import Data W Location M Item Purge Databas M Item Type Unit OF Measure Manufacturer Vendor w Status Employee Y Department Project 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 70 Caption Override To access the caption override functions click on the Caption Override button on the left side of the menu Caption override allows you to change master data to better match the needs of your organi
71. rity for other users by clicking on the User Security And Database Restore Access check box You must also assign a user a role The system default is Administrator You may set up other roles under the Roles tab When finished click the Update button To edit a user click the Edit button and update the record When finished click Update To delete a user click on the Delete button and confirm the deletion when prompted The user will be erased from any related records A user may not update or delete their own user ID To make a user inactive click the Inactive check box You can view all of the users by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit Help Master Data Transactions Reporting sync Handheld J Admin Metwork Label Setup FistName Debbie Email smitn compary com LastName Smith ser Seip And Database Restore Password femme Security Verify Password peee Role Manger Inactive If Enable Security for the Application Gel KI Ci et oe gt gt I gf Update Gc Find New Edit Copy Del Undo Barcode 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 72 Role To create other roles click the Role tab Click the New button and enter the name of the new role To limit user functions click the Functions button From the tree
72. s Caption Override changes master data titles throughout the system Security allows creation of users and roles that limit access in the system FF RedBeam Check In Check Out tir Admin Network 127 0 0 1 ee 4 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 58 Network If you are using a multi user version of the software and would like to network PCs together click on the Network tab The network function allows you to network your system by pointing the application on your desktop to a database on another PC or server If you have not already installed the software on the PC or server that will house the central database referred to as server in the rest of this section please do so before continuing Open the application on the server You will be asked Will the data be stored on this machine Click Yes This will create an instance of the Express version of Microsoft s SQL database that comes with and is used by this software You do not need a full version of Microsoft SQL to use this software Once this is done go back to the PC that you would like to network to this server database On the PC that you want to network enter the server where your data is stored Do this by clicking the Search for Available Servers button When clicked the system will lo
73. sce 76 Section 3 Using the Mobile Computers ssscssccsssssssssssscccccccccsssscssccccsccssssscsscccssssssssssess 77 B 02211 1 eee er ee A EE SE EE Re ee TE ee ANAA ee RE eee 71 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 2 Nam Meni en a ean ocala CROs ENO cen a PE Tee re ey eer ee T7 C BECK OU orna E T aernrneee ree 78 Chek Tirona EE 81 ROS ORV Cosa ahead ates a a secs os seca ae dene ee ede 83 ISOLY idiotic ee ee 85 IRGSEUIING TE Stanne Eaha aa OEE EEEa 86 Performing a Soft Reset escoissnsenas aieri sicie aeaiia ear ia ae 86 Perlormine a Pard ReS f paicice cosas A Oe 86 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 3 Overview General Info RedBeam Check In Check Out was designed to make the tracking check out items faster and more reliable Use the software to track file folders videos equipment tools and other valuable items This document is divided into several sections which explain the functions of RedBeam Check In Check Out The Installation section explains how to install the RedBeam Check In Check Out software on your PC The PC Application section describes the main system functions master data transactions reporting sync handheld
74. t Version 5 3 0 Contact us at www redbeam com Page 24 Check Out Information On the Check Out Information screen you can add the serial number the location the item will be checked into and out of and the status of the item If the item is checked out the employee the item is checked out to will display in the Checked To field In the Transaction Info sub tab enter information that will determine what happens when an item is checked out including Transaction Fee the fee to check out the item if any Check Out Period the unit of time with which the check out is measured Period Quantity the duration that the item is checked out for for example if check out period is daily and the period quantity is 2 the item can be checked out for 2 days Overdue Period the unit of time with which overdue time is measured for example day or week Overdue Fee the overdue fee charged per overdue period Include Weekends includes weekends in check out and overdue calculations Allow Changes at Checkout allows changes to be made to the item defaults during check out RedBeam Check In Check Out 0 x Exit wiew Help Master ia ransactions Reporting oync Handheld Admin ID je Description Big Heavy Dil SSOSOSCSC S Item Main ltem Information Check Out Information Serial No qgpezoegg3 Checkedo 4 OO status sa ti J Transaction Info Purchasing Info oem Location 4 Transaction Fee sooo i
75. ta be stored on this machine Click Yes This will create an instance of the Express version of Microsoft s SQL database that comes with and is used by this software You do not need a full version of Microsoft SQL to use this software RedBeam Check In Check Gut Login User Information User ID sa Password lt Change Password Hew Password ee Verify Password Cancel You will be given a default user ID and password Please enter a new password Enter it a second time for verification IMPORTANT Please write down or remember both your default user ID and your new password and Keep them in a safe place You will need this information to network your other PCs to this database Once this is done go back to the first PC that you would like to network to this server When you open the application you will be asked Will the data be stored on this machine Click No You will be asked to enter the user ID and password for the server This is the user ID and password you wrote down or remembered from the server installation Enter the information in the User Information tab 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 8 RedBeam Check In Check Gut Login User Information User 1D fsa Fazzword eres Change Password Next click the Server tab RedBeam C
76. te Overdue i a Check Out Actual Time ate Kange Usage Label Frinting e Item value Department Al C Selected C Rental Yale Check Out Effective Time From Empl ee hasa rj fizooam ltem T o tme i nasa j hiss H Manufacturer Model Display Options Project M User Fields Purchasing Data Room Group By C Descending Second Group By Descending Once the report type is selected you can narrow the scope of the report by selecting one or more Filter Options Within each filter option you can choose either ALl or Selected records To choose specific records click Selected and put a check mark next to the desired records by clicking in the appropriate check boxes Use the Select All and Deselect All functions to make selecting the specific records easier To group the data in the reports you may select values from the drop down lists at the bottom of the screen You may also decide to display the data in descending order 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 50 If additional data is available to be displayed in the reports you can check the boxes of the data you would like to see in the report under the Display Options section When finished click the printer icon To export to Excel or a Text file select the appropriate radio button at the bott
77. the status of the item by selecting from the Status drop down list Notes specific to the item may also be added in the Note field These will display on the receipt and on the transaction reports RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting s nc Handheld Admin Check Out Update Time g 10 2007 1238 Phd Check In Room ltem we O e Description aciona Description Big Heavy Dril Status Good v Select a Room atusf Good El My Company J Legal Building Includes spare battery oom Location 1 Location 2 Location 3 Physical Plant Facility Overdue Fee 2 00 Location 4 Location 5 Location 6 Remove ltem Add ltem ltem Barcode ltem Description Print a Receipt a X Clear To add to an item to this check in transaction click the Add Item button The item will display in the box at the bottom of the screen You may add multiple items to a transaction before 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 40 completing it You may also remove an item at anytime before updating the transaction by clicking on the item in the box at the bottom of the screen and clicking the Remove Item button Adding or removing items will update the Total fee at the bottom of the screen Fees will include any unpaid check out fees and overdue fees for t
78. tive check box This will remove the item type from drop down lists in the system but will keep the entry in item type master data and reporting You can view all of the item types by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit View Help pele a ansacions Reporting s nc Handheld Admin ltem Type Tools lnactive a ltem Scamming an item automatically adds itto a transaction during Check In Employee Scanning an item automatically adde it ta a transaction during Check Mut ltem Type Department Wel Ki lt Ol te X gt A A terete Find New Edit Copy Del Undo Barcode Office Products Technology T ogl 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 28 Department To set up your departments click on the Departments button A department is not a physical location like a building or aroom It is an area of responsibility like the accounting or the human resources department Employees are assigned to departments When an employee checks out items the department they are assigned to also gets updated for reporting purposes To create a new department click the New button and enter the information When finished click the Add button To edit an existing department click the Edit button and update the information When finished click the Update
79. ts in the system but will keep the entry in project master data and reporting You can view all of the projects by scrolling through the list on the bottom panel RedBeam Check In Check Out Exit View Help Master Data ansactions Reporting sync Handheld Admin pete img da oJ Find New Edit Copy Del Undo Barcode Item Type Type Project A 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 35 Transactions The Transactions tab is where items are checked out and checked in The Transactions tab is also where check out fees and overdue fees are paid Check Out checks an item out of a location to an employee Check In checks an item back in to a location Fee Pay allows payment of check out or overdue fees owed by an employee Reserve reserves an item for an employee Reservations allows viewing or deleting of reserved items RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Update Time sA02007 fi217PM Reference Mo PO Room Employee Barcode flict ast A ID Description Location Name Vandel At Select a Room on El My Company Barcode mooo w Legal Buildin g ee Description Big Heavy Drill Big Heavy Dril Heavy Drill Location 2 Status lod ss Location 3 El Physical Plant Facility Note
80. ttery Check Out Note imal Location Barcode Item Barcode O O OO O ext New BB Uptete E If changes for the item are allowed at check out click the Fee Period tab and make the desired changes The tab is activated by clicking the check mark next to the item on the Check Out tab a Location Barcode Item Barcode ae o Exit New I o Revised October 28 2008 Version 5 3 0 Page 79 2004 2008 RedBeam Inc All rights reserved Contents subject to software license agreement Contact us at www redbeam com If fees are charged during check out a fee pay message will pop up when Update is clicked Enter the amount being paid If the amount is not exact the amount still due or the change will be displayed 2004 2008 RedBeam Inc Transaction Fee 410 00 Diference 2 00 Ok Se eee a Location Barcode Item Barcode Loca TI lt j o OOOO O o e exit ee Update E All rights reserved Contents subject to software license agreement Contact us at www redbeam com Revised October 28 2008 Version 5 3 0 Page 80 Check In 1 To check in items scan the barcode of the location you would like to receive into Note You can also select a location from the location tree structure which is accessed by clicking the drop down menu 2 Optionally you can enter a reference number using the keypad 3 If you use statuses enter the status of the item
81. u open the SVRNETCN application 1 On the General tab select the Instance s on this server lt name of computer gt RCO 2 Under Enabled protocols click TCP IP and then click properties 3 The Default port will be displayed Both this TCP port and the UDP port 1434 will need to be opened within your firewall For SQL Server 2005 open the SQL Configuration Manager utility from Start Menu gt All Programs gt Miuicrosoft SQL Server 2005 1 In the left hand pane select SQL Server 2005 Network Configuration and then select Protocols for RCO 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 63 2 In the right hand pane right click TCP IP and then click Properties 3 For IP Addresses read the TCP Dynamic Ports value Both the Dynamic Ports value and the UDP port 1434 will need to be opened within your firewall 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 64 Label Setup Label Setup allows you to create new label types that are added to the drop down list of available label types under Reporting gt Label Printing The system comes with many standard label sizes which are listed in the grid at the bottom of the screen If you see the size
82. ut transaction click the Add Item button The item will display in the box at the bottom of the screen You may add multiple items to a transaction before completing it You may also remove an item at anytime before updating the transaction by clicking on the item in the box at the bottom of the screen and clicking the Remove Item button RedBeam Check In Check Out Exit View Help Master Data Transactions Reporting sync Handheld Admin Check Out Update Time oov2007 hjznrM Reference Ho PO Room Employee Barcode koes of ID Description PoE Mame Vandelay Art Select a Room item El My Company Barcode T17 w Legal Buildin g om Description Big Heavy Dil Big Heavy Dil Heavy Drill Location 2 Status Location 3 Physical Plant Facility Note Fee Penod Override Location 4 Period Daily W Include weekends Location 5 Period Gt Location 6 Feels 0 00 Project ID Pra j Pemoveltem o Additem 4 ltem Barcode ltem Description Frint a Receipt E Of Update Adding or removing items will update the Total fee at the bottom of the screen If fees are due enter the amount the employee has paid in the Paid field If paying more than the total the change due will display in the Change field If a printed receipt is desired placed a check in the Print a Receipt check box When all of the items have been added save the transaction by clicking the Update button If the Print a Rec
83. you want select it click Edit and uncheck the Inactive check box To create a new label type click New Enter the name you would like to give the label type the brand of the label and the label or form number if applicable Select the print orientation and the media type Enter the dimensions and other characteristics of the label A preview of the label will display on the top right side of the screen Red indicator lines will help you to understand which dimension you are changing When finished click Update The label type will now be available in the Label Type drop down list on the Reporting gt Label Printing screen F RedBeam Check InfCheck Out Sele Exit Help Master Data Transactions Reporting oync Handheld Admin Label Type Label Printer autozense label gap Label Setup Brand Generic scale Pont Onentation roaort Data Landecare reverse f Porat dimensiors from actual page Purga Database nhen entering then Belevi pton Override Media Type Chest Lontnuous Label Printer C sheet Salle Far fold ete Label Dimensions in aches Top Margin ja 0 06 Labe Wicth 2 A Page Width 212 sia Let Hagn 0 06 0 06 Labe Height fi 1 Page Height 4 11 Munber Across Horizantal Pitch z fee IY Auto calculate Nunber Dorn fi J Vertical Pich fi alk Bue Default Value KI lt Ch roa a X gt gt y Update Find Hew Edit Copy Del Undo Label Tupe Label Number H
84. zation To change the term enter your desired term in the New Term field and click Update Exit and reopen the application for the changes to take effect The new term will be updated in all areas of the system including master data transaction reporting and admin RedBeam Check In Check Out Exit Help Master Data Transactions Reporting sync Handheld Admin gt 10 x Select a new term to substitute in the application for the labeled term Label Setup Default Term Hew Term Current Term a n Company Organization Company Building Warehouse Building Room Location Fioom Erniployee Client Employee Caption Uver Security uv Update 2004 2008 RedBeam Inc Revised October 28 2008 All rights reserved Contents subject to software license agreement Version 5 3 0 Contact us at www redbeam com Page 71 Security To access the security functions click on the Security button on the left side of the menu User security is not automatically active in the system By default it is disabled To enable user security click the Enable Security for the Application check box The user ID and password that were created when the software was installed is the administrative user and password User To create additional users for the system click the User tab Click the New button and enter the user ID first name last name password phone and email You can give this user the ability to update user secu

Download Pdf Manuals

Related Search

Related Contents

タンクバッグ 組付・取扱説明書  1500 Patient Monitor User Manual  OPERATORS MANUAL & WARRANTY FORM  1 - Singer  Loomer Resound User Manual  Un DESIGN, mode d`emploi…  Haier HRF-369AA User Guide Manual PDF    取扱説明書 DSLR-A900  Sonos Setup Guide  

Copyright © All rights reserved. Failed to retrieve file