Xmark ATG Asset Tag User Manual Manual

Xmark Corporation Asset Tag Manual

User manual

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Date Submitted2000-06-14 00:00:00
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User Manual
May 2000
© Copyright 2000, EXI Wireless Systems Inc. All rights reserved.
Revision 1.0
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Table of Contents

P 1.
LIMITED WARRANTY ............................................................................................................ 3
P 2.
RECORD OF CHANGES .......................................................................................................... 4
P 3.
FCC REGULATIONS ................................................................................................................ 5
P 4.
SYSTEM MAINTENANCE ....................................................................................................... 6
1.
SYSTEM INTRODUCTION.......................................................................................................... 9
1.1. SYSTEM COMPONENTS ............................................................................................................... 9
1.2. COMPUTER DISPLAY CONVENTIONS ............................................................................................ 9
2.
USER LEVEL............................................................................................................................... 11
2.1. ENTERING AN ASSET ................................................................................................................ 11
2.2. DELETING AN ASSET ................................................................................................................ 14
2.3. SILENCING AND ACCEPTING ALARMS ........................................................................................ 16
2.4. “STAFF SAVER” AND “LOITERING” FEATURES ........................................................................... 18
3.
SUPERVISOR LEVEL ................................................................................................................ 19
3.1. ACCESSING SUPERVISOR LEVEL ................................................................................................ 19
3.2. EXITING SUPERVISOR LEVEL..................................................................................................... 20
4.
ACTIVITY LOG MANAGEMENT ............................................................................................ 21
4.1. ACTIVITY LOGS ....................................................................................................................... 21
4.2. NAVIGATING THE ACTIVITY LOG ............................................................................................... 22
4.3. ADDING A SUPERVISOR ANNOTATION TO AN ALARM ................................................................... 22
4.4. BACKING UP ACTIVITY LOGS .................................................................................................... 23
5.
MANAGING TAGS ..................................................................................................................... 24
5.1. TAGS ....................................................................................................................................... 24
5.2. ADDING A NEW ASSET-TAG TO THE SYSTEM .............................................................................. 25
5.3. DELETING AN ASSET-TAG FROM THE SYSTEM ............................................................................ 26
5.4. DISABLING AN ASSET-TAG ....................................................................................................... 27
5.5. UNASSIGNING AN ASSET-TAG ................................................................................................... 27
5.6. EDITING AN ASSET-TAG RECORD.............................................................................................. 28
5.7. PRINTING................................................................................................................................. 28
6.
MANAGING SYSTEM USERS................................................................................................... 29
6.1. ADDING A NEW USER TO THE SYSTEM ........................................................................................ 30
6.2. DELETING A USER FROM THE SYSTEM ........................................................................................ 31
6.3. DISABLING A SYSTEM USER ....................................................................................................... 31
6.4. EDITING A SYSTEM USER ACCESS ............................................................................................... 31
7.
DEALER ONLY SCREEN .......................................................................................................... 32
7.1. ACCESSING THE DEALER LEVEL ................................................................................................ 32
7.2. DEALER ACCESS LEVELS .......................................................................................................... 32
7.3. FLOOR PLAN EDIT .................................................................................................................... 33
7.4. ADDING SYSTEM DEVICES ........................................................................................................ 34
8.
SHUTTING AND RESTARTING THE SYSTEM...................................................................... 36
8.1. SHUTTING DOWN ..................................................................................................................... 36
8.2. RESTARTING THE SYSTEM ......................................................................................................... 36
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Limited Warranty
EXI 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 (excluding
any batteries that may be added to or used in conjunction with the Products(s)) from the date of delivery
of the original purchase of the Product(s) subject to the limiting conditions set forth below, provided that
EXI has received notification of such defects no later than 30 days after expiration of the applicable warranty 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 Product(s) or any part thereof determined by EXI in its sole discretion to be defective in workmanship or material.
The installation of the Product(s) shall be deemed as acceptance by the original purchaser and any subsequent purchaser of the Product(s) (collectively the “Purchaser”) of the terms set out in this limited warranty 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 accident, lightning, power surge, brown-out, leaking, damaged or inoperative batteries or to have been installed, altered or repaired contrary to factory designated procedures without the prior written consent of
EXI;
(b) It is understood, and the Purchaser agrees further to so inform any user of the Product(s) that the
Product(s) is not, nor can it be, infallible in the detection of wandering patients, the prevention of infant
abduction, the prevention of theft of assets or any other contemplated use of the Product(s). The Purchaser will warn all users and acknowledges on it’s own behalf that it has read and understands the
above-mentioned limitations of the Product(s). The Purchaser further acknowledges that the Product(s) are solely intended to provide an additional safeguard in notifying staff and accordingly do not
guarantee the prevention of wandering patients or the attempted abduction of an infant or the theft of assets;
(c) It is further agreed by the Purchaser that the Purchaser has received no additional promises or statements of fact from EXI or its agents relative to the Product(s) upon which the Purchaser might have relied in purchasing the Product(s);
(d) The warranty set out above excludes and is in lieu of all other express or implied warranties, conditions or obligations, and no person is authorized to give any further representation or warranty or assume
any further obligation on behalf of EXI. Although the Purchaser may have other rights, as they may vary
from State to State or Province to Province, where it is legally possible to do so any statutory warranty is
hereby expressly excluded. The warranty is subject to the domestic laws of Canada and the Purchaser
agrees 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 or
arising out of contact or tort with the sole exception of the warranty set out above and any rights expressly created by applicable statute.
THIS WARRANTY IS VALID ONLY IN THE USA AND CANADA
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P 2.
Record of Changes
May 2000
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Initial Release
May 2000
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P 3.
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FCC Regulations
This 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 received, 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 to
Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates and can radiate radio frequency energy and, if
not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this
equipment does cause harmful interference to radio or television reception, which can be determined by
turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of
the 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 help
Any changes or modifications not expressly approved by the party responsible for compliance could void the
user’s authority to operate the equipment.
EXI Wireless Systems
CANADA: 287710217261A
Model No.: Patient Tag
FCC ID: HE7 PTG
* This device complies with Part 15 of the FCC Rules. Operation is
subject to the following two rules: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation.
Made in Canada
EXI Wireless Systems
Model No.: Halo Infant/ECO
tag
FCC ID: HE7 ETG
CANADA: TBD
* This device complies with Part 15 of the FCC Rules. Operation is
subject to the following two rules: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation.
Made in Canada
EXI Wireless Systems
CANADA: TBD
Model No.: Halo Asset tag
FCC ID: HE7 ATG
* This device complies with Part 15 of the FCC Rules. Operation is
subject to the following two rules: (1) This device may not cause harmful interference, and (2) This device must accept any interference re
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ceived, including interference that may cause undesired operation.
Made in Canada
P 4.
System Maintenance
ASSETRAC is designed to assist staff in providing a higher degree of safety for their equipment . It
is 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.
SYSTEM MAINTENANCE SHOULD INCLUDE THE FOLLOWING STEPS:
All Tags should be checked for physical damage after each cleaning, disinfecting or sterilization procedure.
Each Tag should be tested for correct operation before being attached to an infant. The
ASSETRAC software prompts for testing of Tags prior to their deployment. Please refer to the
appropriate 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 access of the warranty period depending on the usage pattern. Do not leave Tags in the detection
field for long periods of time, and store them in the foil bags supplied. Failure to do so will
result in false alarms, and will reduce battery life.
Set up a regular system check schedule to verify that the Controllers, Receivers and Tags are
operational. Controllers should have the “Ready” light illuminated to show that they are powered. Check the operation of the Controller daily by starting a bypass or triggering an alarm
using a Tag to ensure that it is fully operational and protecting the egress point where it is located.
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 to
detect a Tag that is removed from an infant, and therefore compromising protection for the
infant.
Whenever you see a known wandering patient, look for the Tag on their person to verify they
are 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.
Intended Audience
This manual is intended for system users (typically duty nurses) and supervisory level users who manage
the system and the system users.
Scope
This manual will provide step by step instructions for users and supervisors who administer the usage of
the system. The Assetrac system features a very simple user interface that steps the user through and provides instructions at each step.
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About Assetrac Protection System
Assetrac is a premium asset protection system. Assetrac works in conjunction with the EXI Asset tag
transponder that is capable of sensing if it has been removed from a piece of equipment. Assetrac is an
electronic system, which, in conjunction with staff diligence, creates a secure perimeter to deter asset
theft .
Assetrac will detect if an asset is near a controlled exit and invoke countermeasures. The system will
identify the asset, the location and the time. Alarms must be accepted by staff using password access to
the system. The system maintains a log of all activity.
Access Levels
The Assetrac system has three separate access levels:
Level
User
•
User
•
Supervisor
•
Dealer
Password
required
Yes
Functions
Enter Asset
Delete Asset
Accept/Silence alarms
Access Management
Access controlled by
Supervisor or Dealer
level users
Toggle between floor plans (No
Password required)
Supervisor
Yes
All user functions
Manage user list
Assign usernames and passwords
View and annotate activity logs
The first Supervisor is
setup by the installing
dealer. This Supervisor
may add more assigned
supervisory access.
Add/Delete tags from fleet
Initiate System Data Backups
Print logs
Exit the Assetrac system
Dealer
Yes
All user/Supervisor functions
Controlled by EXI
System Diagnostics
System modifications
Importing floor plans
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System Conventions
Each user in the system has a unique identity (username) and password. The Supervisor assigns both the
username and password. It is suggested that both be kept between 4-8 characters to provide sufficient security 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 user
should have a unique name.
The system prompts the user for any text entry such as usernames or infant names etc. To navigate from
one field to the next, the user may press tab or place the mouse cursor over the field and Click the left
button.
System Support
For system service or support contact your installing dealer. Your dealer is:
Name:
_____________________________
Phone:
_____________________________
Or contact:
EXI Wireless Systems
100-13551 Commerce Parkway
Richmond, BC
Canada V6V 2L1
Ph: 1-800-667-9689
Fax: 604-207-7760
Web: www.exi.com
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1. System Introduction
1.1. System Components
ASSETRAC Software: Primary user interface that assist in the assignment and tracking of Transponders, and displays alarms and other activities in graphical format. Also stores
and 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 the
computer. Depending on system configuration, Controllers may control door
locks and local alarms, allow keypad input for door bypass, and offer a “Staff
Saver” and “Loiter” feature. The “Staff Saver” feature eliminates nuisance
alarms by not setting off an alarm when the presence of a Tag is detected and the
door is sensed as closed. In the event that the door is open, or is opened when
the Tag is at the egress point, the system will alarm. The “Loiter” feature sounds
an alarm if a Tag detected at a door remains at that door for a period of time, regardless 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 Receiver.
Receivers:
Detects “Tag Removal” condition when a Tag is removed from an asset, and reports this activity to the computer.
Transponders:
Also referred to as “Tags”, these devices are attached to each asset. Tags initiate
two 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 piece
of equipment. This occurs due to the fact that the Tag tamper switch is
no longer attached to an asset.
Tag-in-field Communications (TIF)
This alarm is initiated when a Tag enters an area protected by a Controller. The Controller emits a constant field of radio waves which is
picked up by the Tag when in the proximity of the Controller. The Tag
reports its presence to the Controller, and therefore the system, when it
senses this RF field.
1.2. Computer Display Conventions
The computer displays various types of information, which is color coded to differentiate between the
Dealer, Supervisor and User modes. In addition, the “Icons” that display the locations of the various
system components such as the Controllers and the Receivers, and the on-screen “buttons” may also
change color to indicate their status.
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The figure below shows a typical user screen and identifies its components.
Floor Plan area.
Controllers shown as half-filled square icons
Receivers shown as half-filled circular icons
Elevators shown as square icon with “X’
Blue: Normal, Yellow: Pre-Alarm condition,
Flashing Red: Full Alarm condition
Arrow points at device(s) corresponding to selected alarm in Active Alarm field
Asset Enter and Delete buttons
Active alarms field
Red: Normal alarm color
Blue: Selected alarm
Floor Plan Buttons
Green: Normal
Blue: Indicates that the cursor is positioned
over button
Yellow: Indicated Pre-alarm condition on
floor
Red: Alarm condition on this floor
Alarm Silence and Accept field.
Normally grayed characters.
“Silence” button is active upon selecting an
alarm from the Active Alarm field.
“Accept Alarm” button is active after valid
Username and Password are entered.
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2. User Level
The Assetrac system provides a simple, intuitive user interface. After each step, the system will automatically take you to the next until the task is complete.
2.1. Entering an Asset
1.
Select the
Enter Asset
button on the top right of the screen.
Main Screen - User Level

2.
The system will ask for your Username and Password. Type in your Username as assigned by your supervisor.
3.
Press the
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TAB
key on the keyboard
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4.
Type in your Password
5.
Press
6.
The system will now ask you to choose a tag. Select the Tag Serial Number corresponding to the tag you wish to use.
Enter
key on the keyboard, or click on the Next button
Note: Each asset tag has a unique serial number on the side of the tag. The
system will list all of the available tags registered in the system but
not yet assigned to an asset.
7.
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The system will ask if you wish to test the tag. Select Yes if you wish to do so. The
system will navigate you through the process.
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Note: During this test, the system is verifying the tag serial number, testing
the tag removal alarm and generating an activity log entry to document the test.
Hint: Ensure the bottom of the tag is held stable on a flat surface during
the test for about 10 seconds prior to removing. If the test fails, try it
once more on your wrist.
Once the tag is verified, the system will automatically take you to the next
step in the admit process.
8.
Enter the Asset Name in any format you wish. Click
9.
Choose when you would like the tag removal alarm to be activated by selecting the appropriate Activation delay box. Select Finish. Delays apply to sensing “tag removal”
or TIC alarms only. Tag will still initiate alarms and control at egress points
10. You have now admitted the infant. If you wish to admit another, select Yes. If not, select No.
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2.2. Deleting an Asset

1.
Select
2.
The system will ask for your Username and Password. Type in your username as assigned by your supervisor.
3.
Press the
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the button on the top right of the screen.
Delete Asset
TAB
key on the keyboard
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4.
Type in your Password
5.
Press the
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 the
correct infant. If it is not the infant you wish to discharge, select Cancel and start from
step 1 again.
Enter
key on the keyboard, or click on the Next button.
The system will continue to respond to a tag detected at an egress point, such as
a doorway or elevator, and control that egress point even after the tag has been
discharged.
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2.3. Silencing and Accepting Alarms
The 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 Level
Alarm
Acceptance
Area
During an alarm, the alarm acceptance area becomes active.
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Silencing an alarm
To silence the audible alarm, select Silence in the alarm acceptance area.
Note: You must accept the alarm to clear the alarm condition. Silencing simply silences
the audible alarm while the incident is investigated.
Accepting an alarm
To accept an alarm, select the alarm condition in the active alarms field. If only one alarm
exists, it will automatically be selected.

1.
Type in your Username
2.
Press
3.
Type in your Password
4.
Press
5.
Enter
6.
Select
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TAB
TAB
a note in the Notes field (optional)
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The 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 incident
The Assetrac system is usually set up to create multiple detections of an alarm for security
purposes. When multiple system devices see the same tag in alarm, the system will condense
this into one incident for the staff member to accept.
When multiple alarms occur, the staff member much accept each alarm before the system will
clear the alarms. This normally means more that one infant tag alarmed simultaneously.
All alarms are maintained in a log for supervisor review.
2.4. “Staff Saver” and “Loitering” Features
If the system is installed with the “Staff Saver” feature, Tags detected at egress points which are secured will not set off nuisance alarms. A Tag detected near a door that is closed will result in the
floor button on the computer screen turning yellow (pre-alarm), and the icon associated with that
door also turning yellow. If a bypass keypad is installed at the door, it will flash a light and emit periodic “beeps” to indicate the presence of the Tag. This event is logged into the computer as “Tag
detected at location xxx”, but will not create an alarm condition. An alarm is initiated if the door
was to be opened while the Tag was still present at the door. For this feature, the door has to be
equipped 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 initiated
and the button on the screen and the icon will turn to red. This is the “Loitering” feature.
Pre-Alarm
(Yellow)
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Alarm
(Red)
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3. Supervisor Level
3.1. Accessing Supervisor Level
1.
Press the
and
Alt
keys on the keyboard simultaneously.
2.
The system will ask for your Username and Password.
3.
Enter you Username
4.
Press the
5.
Enter your Password
6.
Select OK. The Supervisor screen will appear as shown below.
TAB
key on the keyboard
Supervisor Tabs
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Once in Supervisor mode, three Supervisor function tabs appear:
•
Activity
•
Tags
•
Users
Supervisor Level Functions
Supervisor tab
Activity
Access
Supervisor only
Tags
Supervisor only
Users
Supervisor only
Functions
View activity logs
Annotate activity logs
Print logs
Add or delete tags
View registered tag list
Disable a tag
Unassign a tag
Edit Asset information for tag
View current asset population
Add or delete a user
Disable or Activate a user
Change user passwords
3.2. Exiting Supervisor Level
To exit the Supervisor level, select the
screen.
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button at the bottom of the
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4. Activity Log Management
4.1. Activity Logs
The system allows supervisors the ability to search the historical activity log in the system. The system 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 activity
To enter the activity log area, you must first be in the Supervisor access area (See section 3.1). To
view the activity log, select Activity Log from the Supervisor function tabs.
Activity Screen - Supervisor Level
The system will show the system activity log. Each screen will display one page of alarm activity.
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The 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 log
To find a particular activity event, first navigate to the day of interest by selecting the “Day” buttons.
To step one day back, select
To step one day forward, select
The date you are viewing will appear in the leftmost column.
4.3. Adding a Supervisor annotation to an alarm
To 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 and
clicking the left mouse button on the activity of interest.
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1.
Select
2.
Enter the note
3.
Select OK
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4.4. Backing up Activity Logs
The system is capable of storing 14,000 events in the Activity Logs. Remember that all system activities, including alarm conditions, pre-alarm conditions, door access and bypass activity are
logged.
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 a
back-up, simultaneously press the
and
keys on the Keyboard.
Alt
The back-up log file is stored under the “Assetrac” directory on the Hard Drive of the computer. The
file is date stamped to identify the different back-up files. If it is desired to make copies of these files
for archiving, you will need to exit the ASSETRAC Console application and manually copy the
back-up file to the removable back-up media (such as a ZIP Disk) using the Windows Explorer program.
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5. Managing Tags
5.1. Tags
Your system requires each asset to have an Asset Tag. You should have a fleet of tags on hand that
exceeds 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
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5.2. Adding a new Asset-Tag to the system
To add a new Asset-Tag to the system, you must first navigate to the Tags screen in Supervisor level
area. You may add Asset-Tag’s manually or by using the Assetrac network to read them.
To add manually:
1.
Select
2.
Select
3.
Enter in the serial number of the new tag
4.
Select OK
To use the system to read the tags in:
1.
Select
2.
Select the nearest device in the system from the list shown on the left of the “Add
Tags” panel. After selecting the device and clicking on “OK”, a “Reader Mode” alarm
for the device will appear in the Active Alarm Field. This indicates that the device selected has entered Reader Mode and is not available for normal alarms, and is therefore
in bypass state.
3.
Wave the tag in the air ensuring you are not contacting the bottom of the tag. The tag
should read in automatically.
4.
Clear the “Reader Mode” alarm to ensure that the device comes back on line and is
ready to report alarms.
Note:
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The automatic reader mode uses the Controller or Receiver closest to the
computer that you are working on to enable the reading of the Tag serial
number. Ensure you clear “Reader Mode” alarm to re-enable this device.
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Deleting an Asset-Tag from the system
To delete an Asset-Tag, you must first navigate to the Tags screen in Supervisor level.
Tags Screen - Supervisor Level
To delete a tag:
1.
Select the tag you wish to delete by navigating the mouse pointer anywhere on the line corresponding to the tag on the screen.
Note: The line will change color when you have selected it (See example above)
2.
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5.4. Disabling an Asset-Tag
To disable an Asset-Tag, you must first navigate to the Tags screen in Supervisor level.
Note: You may only disable tags that are currently assigned to an infant.
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 corresponding to the tag on the screen.
2.
Select
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 the
tag you are responsible to enable it again or remove the infant from the system in
user mode or supervisor mode. This event is captured in the Activity log.
5.5. Unassigning an Asset-Tag
As a supervisor, you may unassign an Asset-Tag. To unassign an Asset-Tag, you must first navigate
to the Tags screen in Supervisor level.
Note: Once a tag is unassigned, the asset name will be removed from the system.
To unassign a tag:
1.
Select the tag to be unassigned by navigating the mouse pointer anywhere on the line corresponding to the tag on the screen.
2.
Select
The tag will automatically be unassigned.
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5.6. Editing an Asset-Tag Record
An Asset-Tag record may be edited if the tag is assigned to an asset. The edit function allows a Supervisor to edit the name associated with the tag serial number. To edit an Asset-Tag record you
must 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 corresponding to the tag on the screen.
2.
Select
The system will now display the name currently assigned to the tag. You may edit the name by selecting the name and typing in the edits.
5.7. Printing
Hard copy printing is supported for all the primary logs. It is necessary for a printer to be connected
to the Assetrac computer to be able to print hard copies of the logs.
To initiate printing, click on the
shown below.
button. A preview of the print-out will appear as
Click on Print to proceed with printing, or on Close to abort.
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6. Managing System Users
As a supervisor, you control who has access to the system. Every activity in the system requires a username 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 Level
The user management screen displays:
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•
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
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6.1. Adding a new user to the system
To add a new user, you must first navigate to the Users screen in Supervisor level.
1.
Select
2.
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 the
4.
Press the
5.
Enter in the password assigned to the new user
6.
Press the
7.
Enter in the common name for the user (usually their full name)
8.
Press the
TAB
TAB
key on the keyboard
key on the keyboard.
key on the keyboard.
TAB
9.
If the user is to have Supervisor level access select Supervisor
10. Select OK
Note: It is suggested that supervisor access be carefully controlled. Any supervisor
may assign, delete or edit another supervisors access level.
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6.2. Deleting a user from the system
To 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 the
user on the screen
2.
Select
Caution!: Ensure you have selected the correct user prior to selecting delete. This step
cannot be undone.
6.3. Disabling a system user
The 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 deleting
and re-entering all of the nurses’ information, a Supervisor may leave the user in the system but disable 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 the
user on the screen.
2.
Select
The user status field should now read “disabled” for that user.
6.4. Editing a system user access
A Supervisor may change a user’s password or name associated with the system username. This may
be useful for surname changes etc. To edit a user file, you must first navigate to the Supervisor level
and user area.
1.
Select the user you wish to edit
2.
Select
Note: You may change a users password and “real” name. The system username is fixed. If
you wish to change the username, you will have to delete and then add the user into
the system again.
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7. Dealer Only Screen
7.1. Accessing the Dealer Level
1. Press the
Alt
keys on the keyboard simultaneously.
2. Enter your Username and Password and click OK.
7.2. Dealer Access Levels
The Dealer has access to all levels of the Assetrac system and is mainly responsible for:
Level
Dealer
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Password
required
Yes
Functions
•
System Configurations
•
Floor Plan Editor
•
Assign usernames and
passwords
•
View and annotate activity logs
•
Add/Delete tags from
fleet
•
Initiate System Data
Backups
•
Exit the Halo system
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7.3. Floor Plan Edit
The top right of the Dealer Floor Plan screen has a Dealer Toolbar panel that allows floor plans to be
added 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 allowable
size for a floor plan is 1010 pixels in the horizontal plane, and 660 pixels in the vertical plane. This image should be stored along with other floor plan images in the directory named “C:\Program
Files\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. A
panel appears as shown below. Type in the name of the floor, and then click on the “Browse“ button to
locate the floor plan in the default directory described above. The floor plan will be placed under a new
button that has the name of the floor as you had entered.
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7.4. Adding System Devices
The final screen is the “Dealer Only” screen, which is unique to the Dealer mode. This screen contains a
list of all devices present on the Assetrac network, and allows the addition and deletion of devices as well
as the setting up of the communications parameters of the network. The communications port default
value of “COM2”, and the baud rate of “57600” bits per second should never need to change, and are
there 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 activities and will not display in the activity log. (Recommended)
TIC Notice & TIF Notice Alarms are defaulted “ON”
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New System Devices such as Controllers, Receivers and Elevator Controllers can be added to the system
if necessary. Remember that all devices in the original installation plan are already added into the application at the factory, and therefore there should be very little need to add more in the field. This may only
become 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 information in the “Add Node to System” panel and click on “OK”. Note that the “Node Number” is the serial
number 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 location
of the device that the icon represents. Select the appropriate icon from the Dealer Toolbar and drag it to
the correct location on the floor plan. An “Add Icon” panel will show you the list of nodes available for
placement. Highlight the appropriate node and click “OK” to complete the placement.
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8. Shutting and Restarting the System
8.1. Shutting down
If you wish to shut down the system, you must first enter the Supervisor level (See Section 2.1). Once in Supervisor level, Press the
and
keys twice on the keyboard simultaneously. Enter user name
Alt
and password to shut down.
Caution!: Once you have exited the software, the system will no longer log events. The
door units will remain active and lock the exit doors if your system is designed to
do so. It is recommended that the system is shut down only for servicing.
8.2. Restarting the system
To 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” icon
on the desktop, or you can select Start – Programs – Assetrac, and click on Asset Protection System.
Note: If your system requires restarting more than once a week, contact your dealer
and have them investigate the problem.
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