Tracker - Setup Tutorials

Overview#

• Job tracking is done using a separate lightweight executable (Tracker.exe), which is by default disconnected from the database.
• When a user logs in, a connection is made and when a user logs out, the database is once again disconnected. This module accepts touchscreen input (minimum resolution 1024x768px) and input from barcode scanners.

Tracking jobs as a Team is supported. After starting the clock, you can increase or decrease the Team size as required by clicking the selected Job to open the Context Menu.

During lunch or tea breaks, you can Pause all the Active Users and Teams and then Resume tracking at the end of the break.

• For Barcode Scanning, we recommend the bcCode39 barcode type, as it is the easiest to use (check digit not required) and the easiest for scanners to recognise.
• Up to 43 alphanumeric characters can be added to this Barcode Type, but for tracking purposes, you only add numeric characters to the barcode – PIN No., WO No. or Service ID. More at https://de.wikipedia.org/wiki/Code_39.

💡These tutorials explain how to set up BOS Professional to use the Tracker App and the settings available inside the Tracker App.

How to Download the Tracker App#

Contact QuickEasy Support for assistance.

1. Open Tools.exe.
2. Click Utilities > QuickEasy Downloads.
3. Select the applicable file (e.g. Tracker_Exe_23.02.7z) > Click Download (button).
   • Note: The Tracker App version must match your QuickEasy Database version.
4. Move the file to the C: Drive > QuickEasy folder > Utilities folder.
5. Extract and run the executable.

How to Edit User Settings for the Tracker App#

1. Navigate to Main Menu > Office > My Organisation > Staff (tab) > Double-click a name to edit the record > Settings (tab).
2. Enter Tracker in the search block.
3. Select or enter an option in the Value column for the following settings:
   1. Tracker > Custom Firebird Stored Procedure - Create a File = Enter a file name.
   2. Tracker > Custom Firebird Stored Procedure - Execute = Enter the execution file name.
   3. Tracker > Digital Delivery Notes - Access Allowed = Select Yes to allow access, otherwise No.
   4. Tracker > Enter a Note on Stop = Select Yes to permit the note to be entered, otherwise No.
   5. Timekeeping: Enabled Non-Conformance Reports (NCR) = Select Yes to enable NCRs, otherwise No.
   6. Timekeeping: Select to Start/Stop WO = Select a Start-Stop method from these options:
      1. Select from Queue (Touch): The operator touches a task, then selects start or stop. The Task is managed from the Planning Board queue (Stage).
      2. Enter WO No. (Scan or Keypad): The operator uses the number pad on the right panel to enter the Work Order Number. Alternatively, the operator scans the number from a barcode that contains only the Work Order Numbers. If the Work Order is already running, it is stopped, else, it is started.
      3. Enter Service ID (Scan or Keypad): The operator uses the number pad on the right panel to enter a Service ID (number). Alternatively, the operator scans the number from a barcode that contains only the Service ID numbers. If the linked Work Order is already running, it is stopped, else, it is started.
   7. Timekeeping: Set Status on Stop = Select an option from this list:
      1. N/A: No confirmation message appears, and the status is not updated.
      2. Confirm: You are prompted to confirm that the task is complete. If confirmed (Yes), the task is set to Complete, else (No) the task is set to Part Complete.
      3. Complete: The task is set to Complete without displaying a confirmation message.
      4. Part Complete: The task is set to Partially Complete without displaying a confirmation message.
   8. Timekeeping = Use the Cost Centre linked to the Service: Select Yes to use the Cost Centre, otherwise No.
   9. Tracker Login (PIN) = Enter a Pin number that the user uses to log into the Tracker App.

How to Set the Window Size of the Tracker App Display#

1. Open the Tracker App.
2. Select a Database if you are linked to more than one database.
3. Click Tracker (button).
4. Without logging in, click the Settings icon in the bottom right-hand corner > select Window and then one of these sizes:
   • 800 x 600: This setting is the smallest supported layout. It opens in the corner of a screen on most PCs.
   • 1024 x 768: This setting is a landscape layout that fits most tablets or PC monitors.
   • 1280 x 720: This setting is a landscape layout that is suitable for most tablets or PC monitors.
   • 768 x 1024: This setting is a portrait layout that fits most tablets or PC monitors.
   • 720 x 1280: This setting is a portrait layout, can be used on tablets. Not ideal for PCs because parts of the display can be cut off.
   • Maximized: This setting enlarges the display to fill the entire screen.
   • Show Border: This setting enables a top border so that the window can be moved. Moving the window when maximised changes the display to 800 x 600.

How to Set the Auto Logout Options#

1. Open the Tracker App.
2. Select a Database if you are linked to more than one database.
3. Click Tracker (button).
4. Without logging in, click the Settings icon in the bottom right-hand corner > select Auto Logout and then one of these options:
   • 30 Sec
   • 60 Sec
   • Disabled

How to Set Grids#

1. Open the Tracker App.
2. Select a Database if you are linked to more than one database.
3. Click Tracker (button).
4. Without logging in, click the Settings icon in the bottom right-hand corner > select Set Grids and then one of these options:
   • Show Column Headers
   • Save Grid
   • Restore Grids

How to Create Lookup Lists for the Notes#

1. Open the Tracker App but do not log in.
2. Click the Settings icon in the right-hand corner and select Update Notes lookup list from the context menu.
3. A note editor opens as a small popup. Edit any of the entries or enter new entries, one entry per line.
4. Click OK (button).