Xmark ATG Asset Tag User Manual Manual

Xmark Corporation Asset Tag Manual

User manual

Revision 1.0User ManualMay 2000© Copyright 2000, EXI Wireless Systems Inc. All rights reserved.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Table of ContentsP 1. LIMITED WARRANTY ............................................................................................................ 3P 2. RECORD OF CHANGES .......................................................................................................... 4P 3. FCC REGULATIONS................................................................................................................ 5P 4. SYSTEM MAINTENANCE....................................................................................................... 61. SYSTEM INTRODUCTION.......................................................................................................... 91.1. SYSTEM COMPONENTS ............................................................................................................... 91.2. COMPUTER DISPLAY CONVENTIONS............................................................................................ 92. USER LEVEL............................................................................................................................... 112.1. ENTERING AN ASSET ................................................................................................................ 112.2. DELETING AN ASSET ................................................................................................................ 142.3. SILENCING AND ACCEPTING ALARMS........................................................................................ 162.4. “STAFF SAVER” AND “LOITERING” FEATURES ........................................................................... 183. SUPERVISOR LEVEL ................................................................................................................ 193.1. ACCESSING SUPERVISOR LEVEL ................................................................................................ 193.2. EXITING SUPERVISOR LEVEL..................................................................................................... 204. ACTIVITY LOG MANAGEMENT ............................................................................................ 214.1. ACTIVITY LOGS ....................................................................................................................... 214.2. NAVIGATING THE ACTIVITY LOG ............................................................................................... 224.3. ADDING A SUPERVISOR ANNOTATION TO AN ALARM................................................................... 224.4. BACKING UP ACTIVITY LOGS .................................................................................................... 235. MANAGING TAGS ..................................................................................................................... 245.1. TAGS....................................................................................................................................... 245.2. ADDING A NEW ASSET-TAG TO THE SYSTEM.............................................................................. 255.3. DELETING AN ASSET-TAG FROM THE SYSTEM............................................................................ 265.4. DISABLING AN ASSET-TAG ....................................................................................................... 275.5. UNASSIGNING AN ASSET-TAG................................................................................................... 275.6. EDITING AN ASSET-TAG RECORD.............................................................................................. 285.7. PRINTING................................................................................................................................. 286. MANAGING SYSTEM USERS................................................................................................... 296.1. ADDING A NEW USER TO THE SYSTEM ........................................................................................ 306.2. DELETING A USER FROM THE SYSTEM ........................................................................................ 316.3. DISABLING A SYSTEM USER....................................................................................................... 316.4. EDITING A SYSTEM USER ACCESS............................................................................................... 317. DEALER ONLY SCREEN .......................................................................................................... 327.1. ACCESSING THE DEALER LEVEL................................................................................................ 327.2. DEALER ACCESS LEVELS .......................................................................................................... 327.3. FLOOR PLAN EDIT.................................................................................................................... 337.4. ADDING SYSTEM DEVICES........................................................................................................ 348. SHUTTING AND RESTARTING THE SYSTEM...................................................................... 368.1. SHUTTING DOWN ..................................................................................................................... 368.2. RESTARTING THE SYSTEM......................................................................................................... 36
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0P 1. Limited WarrantyEXI Wireless Systems Inc. (“EXI”) hereby warrants the product(s) accompanying this limited warranty(the “Product(s)”) to be free of defects in materials and workmanship for a period of two years (excludingany batteries that may be added to or used in conjunction with the Products(s)) from the date of deliveryof the original purchase of the Product(s) subject to the limiting conditions set forth below, provided thatEXI has received notification of such defects no later than 30 days after expiration of the applicable war-ranty period and provided further that EXI has received a fully completed registration card (below)within 30 days from the date of original purchase of the Product(s).The responsibility of EXI under this warranty is and shall be limited to repairing or replacing the Prod-uct(s) or any part thereof determined by EXI in its sole discretion to be defective in workmanship or ma-terial.The installation of the Product(s) shall be deemed as acceptance by the original purchaser and any subse-quent purchaser of the Product(s) (collectively the “Purchaser”) of the terms set out in this limited war-ranty including the following further limiting conditions:(a)EXI shall not be responsible for any repair or replacement of any Product(s) which has been found,upon inspection, to have been subjected to abuse, misuse or negligence, or any damage attributable to ac-cident, lightning, power surge, brown-out, leaking, damaged or inoperative batteries or to have been in-stalled, altered or repaired contrary to factory designated procedures without the prior written consent ofEXI;(b)It is understood, and the Purchaser agrees further to so inform any user of the Product(s) that theProduct(s) is not, nor can it be, infallible in the detection of wandering patients, the prevention of infantabduction, the prevention of theft of assets or any other contemplated use of the Product(s).  The Pur-chaser will warn all users and acknowledges on it’s own behalf that it has read and understands theabove-mentioned limitations of the Product(s).  The Purchaser further acknowledges that the Prod-uct(s) are solely intended to provide an additional safeguard in notifying staff and accordingly do notguarantee the prevention of wandering patients or the attempted abduction of an infant or the theft of as-sets;(c)It is further agreed by the Purchaser that the Purchaser has received no additional promises or state-ments of fact from EXI or its agents relative to the Product(s) upon which the Purchaser might have re-lied in purchasing the Product(s);(d)The warranty set out above excludes and is in lieu of all other express or implied warranties, condi-tions or obligations, and no person is authorized to give any further representation or warranty or assumeany further obligation on behalf of EXI.  Although the Purchaser may have other rights, as they may varyfrom State to State or Province to Province, where it is legally possible to do so any statutory warranty ishereby expressly excluded.  The warranty is subject to the domestic laws of Canada and the Purchaseragrees to attorn to the jurisdiction of the courts of competent jurisdiction in the Province.(e)EXI shall not be liable for any damages, whether direct or, indirect, incidental, consequential orarising out of contact or tort with the sole exception of the warranty set out above and any rights ex-pressly created by applicable statute.THIS WARRANTY IS VALID ONLY IN THE USA AND CANADA
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0P 2. Record of ChangesMay 2000 Revision 1.0    Initial Release
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0P 3. FCC RegulationsThis device complies with Part 15 of the FCC Rules.  Operation is subject to the following two conditions:(1) This device may not cause harmful interference, and (2) This device must accept any interference re-ceived, including interference that may cause undesired operation.This equipment has been tested and found to comply with the limits for Class B Digital Device, pursuant toPart 15 of the FCC Rules.  These limits are designed to provide reasonable protection against harmful inter-ference in a residential installation.  This equipment generates and can radiate radio frequency energy and, ifnot installed and used in accordance with the instructions, may cause harmful interference to radio communi-cations.  However, there is no guarantee that interference will not occur in a particular installation.  If thisequipment does cause harmful interference to radio or television reception, which can be determined byturning the equipment off and on, the user is encouraged to try to correct the interference by one or more ofthe following measures.• Reorient or relocate the receiving antenna• Increase the separation between the equipment and receiver• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected• Consult the dealer or an experienced radio/TV technician for helpAny changes or modifications not expressly approved by the party responsible for compliance could void theuser’s authority to operate the equipment.EXI Wireless Systems Model No.: Patient TagCANADA: 287710217261A FCC ID: HE7 PTG*  This device complies with Part 15 of the FCC Rules.  Operation issubject to the following two rules: (1) This device may not cause harm-ful interference, and (2) This device must accept any interference re-ceived, including interference that may cause undesired operation.Made in CanadaEXI Wireless Systems Model No.: Halo Infant/ECOtagCANADA: TBD FCC ID: HE7 ETG*  This device complies with Part 15 of the FCC Rules.  Operation issubject to the following two rules: (1) This device may not cause harm-ful interference, and (2) This device must accept any interference re-ceived, including interference that may cause undesired operation.Made in CanadaEXI Wireless Systems Model No.: Halo Asset tagCANADA: TBD FCC ID: HE7 ATG*  This device complies with Part 15 of the FCC Rules.  Operation issubject to the following two rules: (1) This device may not cause harm-ful interference, and (2) This device must accept any interference re-
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0ceived, including interference that may cause undesired operation.Made in CanadaP 4. System MaintenanceASSETRAC is designed to assist staff in providing a higher degree of safety for their equipment . Itis not intended as the sole means of protection in preventing an item from leaving the premises.Regular checks to verify that your ASSETRAC system is operational is highly recommended.Intended AudienceThis manual is intended for system users (typically duty nurses) and supervisory level users who managethe system and the system users.ScopeThis manual will provide step by step instructions for users and supervisors who administer the usage ofthe system. The Assetrac system features a very simple user interface that steps the user through and pro-vides instructions at each step.SYSTEM MAINTENANCE SHOULD INCLUDE THE FOLLOWING STEPS:All Tags should be checked for physical damage after each cleaning, disinfecting or steriliza-tion procedure.Each Tag should be tested for correct operation before being attached to an infant. TheASSETRAC software prompts for testing of Tags prior to their deployment. Please refer to theappropriate section in this manual for the instructions.The warrantee on Tags is 3 years, and the batteries within the Tags are expected to last in ac-cess of the warranty period depending on the usage pattern.  Do not leave Tags in the detectionfield for long periods of time, and store them in the foil bags supplied. Failure to do so willresult in false alarms, and will reduce battery life.Set up a regular system check schedule to verify that the Controllers, Receivers and Tags areoperational. Controllers should have the “Ready” light illuminated to show that they are pow-ered. Check the operation of the Controller daily by starting a bypass or triggering an alarmusing a Tag to ensure that it is fully operational and protecting the egress point where it is lo-cated.Check each Receiver on a regular basis to ensure that it can receive signals from Tags in the“Tag Removal” condition. Failure to regularly check for this operation may lead to failure todetect a Tag that is removed from an infant, and therefore compromising protection for theinfant.Whenever you see a known wandering patient, look for the Tag on their person to verify theyare still wearing it. This may require special knowledge as to the placement of the Tag.Conduct frequent back-ups of Activity Logs for future reference.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0About Assetrac Protection SystemAssetrac is a premium asset protection system. Assetrac works in conjunction with the EXI Asset tagtransponder that is capable of sensing if it has been removed from a piece of equipment. Assetrac is anelectronic system, which, in conjunction with staff diligence, creates a secure perimeter to deter assettheft .Assetrac will detect if an asset is near a controlled exit and invoke countermeasures. The system willidentify the asset, the location and the time. Alarms must be accepted by staff using password access tothe system. The system maintains a log of all activity.Access LevelsThe Assetrac system has three separate access levels:• User• Supervisor• DealerLevel Passwordrequired Functions Access ManagementUser Yes Enter AssetDelete AssetAccept/Silence alarmsToggle between floor plans (NoPassword required)Access controlled bySupervisor or Dealerlevel usersSupervisor Yes All user functionsManage user listAssign usernames and passwordsView and annotate activity logsAdd/Delete tags from fleetInitiate System Data BackupsPrint logsExit the Assetrac systemThe first Supervisor issetup by the installingdealer. This Supervisormay add more assignedsupervisory access.Dealer Yes All user/Supervisor functionsSystem DiagnosticsSystem modificationsImporting floor plansControlled by EXI
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0System ConventionsEach user in the system has a unique identity (username) and password. The Supervisor assigns both theusername and password. It is suggested that both be kept between 4-8 characters to provide sufficient se-curity and allow users to easily enter and remember their system access codes. For example:A user named Barbara Smith would have a username such as bsmith or barbs. Note that that each usershould have a unique name.The system prompts the user for any text entry such as usernames or infant names etc. To navigate fromone field to the next, the user may press tab or place the mouse cursor over the field and Click the leftbutton.System SupportFor system service or support contact your installing dealer. Your dealer is:Name: _____________________________Phone: _____________________________Or contact: EXI Wireless Systems100-13551 Commerce ParkwayRichmond, BCCanada V6V 2L1Ph: 1-800-667-9689Fax: 604-207-7760Web: www.exi.com
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.01. System Introduction1.1. System ComponentsASSETRAC Software: Primary user interface that assist in the assignment and tracking of Trans-ponders, and displays alarms and other activities in graphical format. Also storesand allows printing of all system events that have been logged.Controllers: Controls an egress point and reports any Tag presence at the egress point to thecomputer. Depending on system configuration, Controllers may control doorlocks and local alarms, allow keypad input for door bypass, and offer a “StaffSaver” and “Loiter” feature. The “Staff Saver” feature eliminates nuisancealarms by not setting off an alarm when the presence of a Tag is detected and thedoor is sensed as closed. In the event that the door is open, or is opened whenthe Tag is at the egress point, the system will alarm. The “Loiter” feature soundsan alarm if a Tag detected at a door remains at that door for a period of time, re-gardless of the fact that the door may be sensed as closed.Controllers will also detect a “Tag Removal” condition in its area, as does a Re-ceiver.Receivers: Detects “Tag Removal” condition when a Tag is removed from an asset, and re-ports this activity to the computer.Transponders: Also referred to as “Tags”, these devices are attached to each asset. Tags initiatetwo different kinds of alarm conditions as follows:Tag-initiated-Communications (TIC)This alarm is initiated in the event that a Tag is removed from a pieceof equipment. This occurs due to the fact that the Tag tamper switch isno longer attached to an asset.Tag-in-field Communications (TIF)This alarm is initiated when a Tag enters an area protected by a Con-troller. The Controller emits a constant field of radio waves which ispicked up by the Tag when in the proximity of the Controller. The Tagreports its presence to the Controller, and therefore the system, when itsenses this RF field.1.2. Computer Display ConventionsThe computer displays various types of information, which is color coded to differentiate between theDealer, Supervisor and User modes. In addition, the “Icons” that display the locations of the varioussystem components such as the Controllers and the Receivers, and the on-screen “buttons” may alsochange color to indicate their status.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0The figure below shows a typical user screen and identifies its components.Floor Plan ButtonsGreen:  NormalBlue:  Indicates that the cursor is positionedover buttonYellow: Indicated Pre-alarm condition onfloorRed:  Alarm condition on this floorActive alarms fieldRed:  Normal alarm colorBlue:  Selected alarmAlarm Silence and Accept field.Normally grayed characters.“Silence” button is active upon selecting analarm from the Active Alarm field. “Accept Alarm” button is active after validUsername and Password are entered.Floor Plan area.Controllers shown as half-filled square iconsReceivers shown as half-filled circular iconsElevators shown as square icon with “X’Blue: Normal,   Yellow: Pre-Alarm condition,Flashing Red: Full Alarm conditionArrow points at device(s) corresponding to se-lected alarm in Active Alarm fieldAsset Enter and Delete buttons
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0TABEnter AssetEnter Asset2. User LevelThe Assetrac system provides a simple, intuitive user interface. After each step, the system will auto-matically take you to the next until the task is complete.2.1. Entering an Asset1. Select the    button on the top right of the screen.Main Screen - User Level2. The system will ask for your Username and Password. Type in your Username as as-signed by your supervisor.3. Press the  key on the keyboard
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Enter4. Type in your Password5. Press  key on the keyboard, or click on the Next button6. The system will now ask you to choose a tag. Select the Tag Serial Number corre-sponding to the tag you wish to use.7. The system will ask if you wish to test the tag. Select Yes if you wish to do so. Thesystem will navigate you through the process.Note: Each asset tag has a unique serial number on the side of the tag. Thesystem will list all of the available tags registered in the system butnot yet assigned to an asset.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.08. Enter the Asset Name in any format you wish. Click9. Choose when you would like the tag removal alarm to be activated by selecting the ap-propriate Activation delay box. Select Finish.  Delays apply to sensing “tag removal”or TIC alarms only. Tag will still initiate alarms and control at egress points10. You have now admitted the infant. If you wish to admit another, select Yes. If not, se-lect No.Note: During this test, the system is verifying the tag serial number, testingthe tag removal alarm and generating an activity log entry to docu-ment the test.Hint: Ensure the bottom of the tag is held stable on a flat surface duringthe test for about 10 seconds prior to removing. If the test fails, try itonce more on your wrist.Once the tag is verified, the system will automatically take you to the nextstep in the admit process.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Delete AssetDelete AssetTAB2.2. Deleting an Asset1. Select  the  button on the top right of the screen.2. The system will ask for your Username and Password. Type in your username as as-signed by your supervisor.3. Press the key on the keyboard
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Enter4. Type in your Password5. Press the  key on the keyboard, or click on the Next button.6. Select the Asset you wish to delete. Select Next.7. The system will redisplay the Asset Name for you to verify. Select Finish if this is thecorrect infant. If it is not the infant you wish to discharge, select Cancel and start fromstep 1 again.The system will continue to respond to a tag detected at an egress point, such asa doorway or elevator, and control that egress point even after the tag has beendischarged.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0AlarmAcceptanceArea2.3. Silencing and Accepting AlarmsThe Assetrac system will alarm when:• An assigned asset tag has been removed from an asset (tag removal or TIC)• When an asset tag is detected near a controlled egress area (In field or TIF)When an alarm occurs, the system will:• Identify the asset associated with the detected tag• Identify the location by flashing an icon and expressing the location name• Identify the alarm type as a tag removal or egress area detection• Sound an audible alarm at the computer.Main Screen - User LevelDuring an alarm, the alarm acceptance area becomes active.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0TABTABSilencing an alarmTo silence the audible alarm, select Silence in the alarm acceptance area.Accepting an alarmTo accept an alarm, select the alarm condition in the active alarms field. If only one alarmexists, it will automatically be selected.1. Type in your Username2. Press3. Type in your Password4. Press5. Enter a note in the Notes field (optional)6. SelectNote: You must accept the alarm to clear the alarm condition. Silencing simply silencesthe audible alarm while the incident is investigated.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0The system will log the following incident details:• Alarm type (tag removal or egress alarm)• Asset name• Tag number• Time• ID of staff member accepting the alarm• Staff member notes on alarm incident2.4. “Staff Saver” and “Loitering” FeaturesIf the system is installed with the “Staff Saver” feature, Tags detected at egress points which are se-cured will not set off nuisance alarms. A Tag detected near a door that is closed will result in thefloor button on the computer screen turning yellow (pre-alarm), and the icon associated with thatdoor also turning yellow. If a bypass keypad is installed at the door, it will flash a light and emit pe-riodic “beeps” to indicate the presence of the Tag. This event is logged into the computer as “Tagdetected at location xxx”, but will not create an alarm condition. An alarm is initiated if the doorwas to be opened while the Tag was still present at the door. For this feature, the door has to beequipped with a magnetic switch to sense whether it is in the closed or open position.If the tag remains at the door for a period of one minute or more, an egress alarm will be initiatedand the button on the screen and the icon will turn to red. This is the “Loitering” feature.The Assetrac system is usually set up to create multiple detections of an alarm for securitypurposes. When multiple system devices see the same tag in alarm, the system will condensethis into one incident for the staff member to accept.When multiple alarms occur, the staff member much accept each alarm before the system willclear the alarms. This normally means more that one infant tag alarmed simultaneously.All alarms are maintained in a log for supervisor review.Pre-Alarm(Yellow) Alarm(Red)
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Supervisor TabsAltTABL3. Supervisor Level3.1. Accessing Supervisor Level1. Press the  and   keys on the keyboard simultaneously.2. The system will ask for your Username and Password.3. Enter you Username4. Press the key on the keyboard5. Enter your Password6. Select OK. The Supervisor screen will appear as shown below.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Once in Supervisor mode, three Supervisor function tabs appear:• Activity• Tags• UsersSupervisor Level FunctionsSupervisor tab Access FunctionsActivity Supervisor only View activity logsAnnotate activity logsPrint logsTags Supervisor only Add or delete tagsView registered tag listDisable a tagUnassign a tagEdit Asset information for tagView current asset populationUsers Supervisor only Add or delete a userDisable or Activate a userChange user passwords3.2. Exiting Supervisor LevelTo exit the Supervisor level, select the button at the bottom of thescreen.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.04. Activity Log Management4.1. Activity LogsThe system allows supervisors the ability to search the historical activity log in the system. The sys-tem will record:• Asset admission and discharge• Alarm events including acceptance parameters• System diagnostics• Entry and Deletion of new tags and users• Warning of unassigned tags or tags not in the database• Door bypass activityTo enter the activity log area, you must first be in the Supervisor access area (See section 3.1). Toview the activity log, select Activity Log from the Supervisor function tabs.Activity Screen - Supervisor LevelThe system will show the system activity log. Each screen will display one page of alarm activity.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0The activity log screen will display:• The time and day of activity• The type of activity• Description of the activity• The user name associated with the activity• The user notes.4.2. Navigating the activity logTo find a particular activity event, first navigate to the day of interest by selecting the “Day” buttons.To step one day back, selectTo step one day forward, selectThe date you are viewing will appear in the leftmost column.4.3. Adding a Supervisor annotation to an alarmTo add a Supervisor annotation, select the particular alarm you wish to annotate by highlighting it.You may highlight the alarm by navigating the mouse pointer anywhere on the alarm line andclicking the left mouse button on the activity of interest.1. Select2. Enter the note3. Select OK
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Alt B4.4. Backing up Activity LogsThe system is capable of storing 14,000 events in the Activity Logs. Remember that all system ac-tivities, including alarm conditions, pre-alarm conditions, door access and bypass activity arelogged.After the 14,000 events are captured, subsequent events displace the first log in the list. That is,events are purged on a first-in first-out basis after the 14,000 limit is reached.Activity Logs may be backed up on the computer Hard Drive while in Supervisor mode. To initiate aback-up, simultaneously press the and keys on the Keyboard.The back-up log file is stored under the “Assetrac” directory on the Hard Drive of the computer. Thefile is date stamped to identify the different back-up files. If it is desired to make copies of these filesfor archiving, you will need to exit the ASSETRAC Console application and manually copy theback-up file to the removable back-up media (such as a ZIP Disk) using the Windows Explorer pro-gram.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.05. Managing Tags5.1. TagsYour system requires each asset to have an Asset Tag. You should have a fleet of tags on hand thatexceeds your peak demand. Each tag has a unique serial number that is on the side of the tag.The tag management tab allows a Supervisor to:• Add new tags to the system• Delete tags from the system• View the existing tag fleet and edit the properties of each• Disable or Unassign a tag• Edit asset information for an assigned tag.• Print the list of tags in the fleet.To manage tags, you must be in the Supervisor level of the system.Select the Tags button on the top left of the screen.Tag Management Screen - Supervisor Level
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Note: The automatic reader mode uses the Controller or Receiver closest to thecomputer that you are working on to enable the reading of the Tag serialnumber. Ensure you clear “Reader Mode” alarm to re-enable this device.5.2. Adding a new Asset-Tag to the systemTo add a new Asset-Tag to the system, you must first navigate to the Tags screen in Supervisor levelarea. You may add Asset-Tag’s manually or by using the Assetrac network to read them.To add manually:1. Select2. Select3. Enter in the serial number of the new tag4. Select OKTo use the system to read the tags in:1. Select2. Select the nearest device in the system from the list shown on the left of the “AddTags” panel. After selecting the device and clicking on “OK”, a “Reader Mode” alarmfor the device will appear in the Active Alarm Field. This indicates that the device se-lected has entered Reader Mode and is not available for normal alarms, and is thereforein bypass state.3. Wave the tag in the air ensuring you are not contacting the bottom of the tag. The tagshould read in automatically.4. Clear the “Reader Mode” alarm to ensure that the device comes back on line and isready to report alarms.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.05.3. Deleting an Asset-Tag from the systemTo delete an Asset-Tag, you must first navigate to the Tags screen in Supervisor level.Tags Screen - Supervisor LevelTo delete a tag:1. Select the tag you wish to delete by navigating the mouse pointer anywhere on the line cor-responding to the tag on the screen.2. SelectNote:  The line will change color when you have selected it (See example above)
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.05.4. Disabling an Asset-TagTo disable an Asset-Tag, you must first navigate to the Tags screen in Supervisor level.To temporarily disable the Asset-Tag in the system:1. Select the tag to be disabled by navigating the mouse pointer anywhere on the line corre-sponding to the tag on the screen.2. Select5.5. Unassigning an Asset-TagAs a supervisor, you may unassign an Asset-Tag. To unassign an Asset-Tag, you must first navigateto the Tags screen in Supervisor level.To unassign a tag:1. Select the tag to be unassigned by navigating the mouse pointer anywhere on the line corre-sponding to the tag on the screen.2. SelectThe tag will automatically be unassigned.Note: You may only disable tags that are currently assigned to an infant.Note: The tag disabling allows for removal of the tag from the asset without an alarm.The asset is not actually discharged from the system. Once you have disabled thetag you are responsible to enable it again or remove the infant from the system inuser mode or supervisor mode. This event is captured in the Activity log.Note: Once a tag is unassigned, the asset name will be removed from the system.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.05.6. Editing an Asset-Tag RecordAn Asset-Tag record may be edited if the tag is assigned to an asset. The edit function allows a Su-pervisor to edit the name associated with the tag serial number. To edit an Asset-Tag record youmust be in the Tags area in the Supervisor level. To edit an Asset-Tag parameter listing:1. Select the tag to be edited by navigating the mouse pointer anywhere on the line corre-sponding to the tag on the screen.2. SelectThe system will now display the name currently assigned to the tag. You may edit the name by se-lecting the name and typing in the edits.5.7. PrintingHard copy printing is supported for all the primary logs. It is necessary for a printer to be connectedto the Assetrac computer to be able to print hard copies of the logs.To initiate printing, click on the button. A preview of the print-out will appear asshown below.Click on Print to proceed with printing, or on Close to abort.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.06. Managing System UsersAs a supervisor, you control who has access to the system. Every activity in the system requires a user-name and password that is assigned and entered into the system by a supervisor.To manage users, you must have accessed the Supervisor level of the system (See section 4.1)Select Users in the top left-hand corner of the screen using the mouse.User Management Screen - Supervisor LevelThe user management screen displays:• The current authorized users• The usernames• Status (Active or Disabled)• The identity of the Supervisor assigning the user• The last date of user file edit or entry• The access level of the user
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0TABTABTAB6.1. Adding a new user to the systemTo add a new user, you must first navigate to the Users screen in Supervisor level.1. Select2. The system will then ask you to enter in a username, password and real name.3. Enter in the username you wish to assign to the user, followed by the4. Press the key on the keyboard5. Enter in the password assigned to the new user6. Press the  key on the keyboard.7. Enter in the common name for the user (usually their full name)8. Press the  key on the keyboard.9. If the user is to have Supervisor level access select Supervisor10. Select OKNote: It is suggested that supervisor access be carefully controlled. Any supervisormay assign, delete or edit another supervisors access level.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.06.2. Deleting a user from the systemTo delete a user from the system, you must first navigate to the user area in the Supervisor level.1. Select the user you wish to delete by clicking anywhere on the line corresponding to theuser on the screen2. Select6.3. Disabling a system userThe user disable function allows a user to temporarily disable the user access of a particular user.This may be useful when a nurse is on leave of absence but is expected to return. Instead of deletingand re-entering all of the nurses’ information, a Supervisor may leave the user in the system but dis-able access.To disable a user, you must first navigate to the user area in the Supervisor level.1. Select the user you wish to disable by clicking anywhere on the line corresponding to theuser on the screen.2. Select6.4. Editing a system user accessA Supervisor may change a user’s password or name associated with the system username. This maybe useful for surname changes etc.  To edit a user file, you must first navigate to the Supervisor leveland user area.1. Select the user you wish to edit2. SelectCaution!: Ensure you have selected the correct user prior to selecting delete. This stepcannot be undone.The user status field should now read “disabled” for that user.Note: You may change a users password and “real” name. The system username is fixed. Ifyou wish to change the username, you will have to delete and then add the user intothe system again.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0Alt D7. Dealer Only Screen7.1. Accessing the Dealer Level1.  Press the  keys on the keyboard simultaneously.2.  Enter your Username and Password and click OK.7.2. Dealer Access LevelsThe Dealer has access to all  levels of the Assetrac system and is mainly responsible for:Level Passwordrequired Functions Access ManagementDealer Yes • System Configurations• Floor Plan Editor• Assign usernames andpasswords• View and annotate ac-tivity logs• Add/Delete tags fromfleet• Initiate System DataBackups• Exit the Halo systemEXI & Dealers
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.07.3. Floor Plan EditThe top right of the Dealer Floor Plan screen has a Dealer Toolbar panel that allows floor plans to beadded or removed, and also enables icons for available system devices to be placed on the floor plan.In order to add a floor plan, one has to be created in the BMP (Bitmap) format. The maximum allowablesize for a floor plan is 1010 pixels in the horizontal plane, and 660 pixels in the vertical plane. This im-age should be stored along with other floor plan images in the directory named “C:\ProgramFiles\eXI\Assetrac\floor plans\” which is the default directory for floor plans set up at the factory.Once a bitmap has been stored in the above location, click on the “Add” button in the Dealer Toolbar. Apanel appears as shown below. Type in the name of the floor, and then click on the “Browse“ button tolocate the floor plan in the default directory described above. The floor plan will be placed under a newbutton that has the name of the floor as you had entered.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.07.4. Adding System DevicesThe final screen is the “Dealer Only” screen, which is unique to the Dealer mode. This screen contains alist of all devices present on the Assetrac network, and allows the addition and deletion of devices as wellas the setting up of the communications parameters of the network. The communications port defaultvalue of “COM2”, and the baud rate of “57600” bits per second should never need to change, and arethere only for future considerations.Floor plans can be re-arranged in any order by clicking the “Re-order” button.Filter Door Events is defaulted “ON”, this means the system will ignore all door open and closure ac-tivities and will not display in the activity log.  (Recommended)TIC Notice & TIF Notice Alarms are defaulted “ON”
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0New System Devices such as Controllers, Receivers and Elevator Controllers can be added to the systemif necessary. Remember that all devices in the original installation plan are already added into the appli-cation at the factory, and therefore there should be very little need to add more in the field. This may onlybecome necessary because of substituting a RIM device, or adding more nodes. (Refer to Install Manual)In order to add devices, click on the “Dealer Only” tab and click on “Add”. Fill in the appropriate infor-mation in the “Add Node to System” panel and click on “OK”. Note that the “Node Number” is the serialnumber of the RIM associated with the device added.The node that was just entered will need to be placed on the appropriate floor and at the physical locationof the device that the icon represents. Select the appropriate icon from the Dealer Toolbar and drag it tothe correct location on the floor plan. An “Add Icon” panel will show you the list of nodes available forplacement. Highlight the appropriate node and click “OK” to complete the placement.
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0
EXI ASSETRAC User Manual 980-000005-000EXI Wireless Systems Inc. 5May 2000Revision 1.0QAlt8. Shutting and Restarting the System8.1. Shutting downIf you wish to shut down the system, you must first enter the Supervisor level (See Section 2.1). Once in Su-pervisor level, Press the and  keys twice on the keyboard simultaneously. Enter user nameand password to shut down.8.2. Restarting the systemTo restart the system, you may:1. Cycle the power on the computer. (Assetrac will automatically launch)2. While in the Windows 98 operating system,  double click on the “Assetrac Console” iconon the desktop, or you can select Start – Programs – Assetrac, and click on Asset Protec-tion System.Caution!: Once you have exited the software, the system will no longer log events. Thedoor units will remain active and lock the exit doors if your system is designed todo so. It is recommended that the system is shut down only for servicing.Note: If your system requires restarting more than once a week, contact your dealerand have them investigate the problem.

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