Record Scans: The easiest way to start is to simply record the barcode values of the items (‘assets’) you scan. You can collect additional information about the asset when scanning it (e.g., quantity, condition, etc.) and then export that list as a CSV file for processing. However, since the barcode value scanned is just an ID, you will need to associate that ID to the name and description of the asset using Excel or other DB programs. Using a Record Scans service takes only minutes to set up and a few more to create an export template on the Scans page. Once you get a better understanding of the benefits of a validation database you can add that as the next step.
Scan to Validation Database: You need to create and maintain a database of the items you wish to track. The way to create this list for use with codeREADr is to add each item and its corresponding description to an Excel file or any text editor like Notepad and save as a comma delimited file. Detailed instructions here: How do I create and upload a CSV file?
Data Collection: In many cases the app user will need to enter the item quantity. Create a ‘Short Answer’ question (or statement) such as “Add Quantity.” The form entry field will appear after each scan. You may also ask the app user other form entry or multiple choice questions to collect associated data, such as item condition, special location, etc.
Users: Create as many App Users as you need. Only these users will be able to scan for one or more of the Services you create.
- Service Type: The most commonly used Service is ‘Validate Scans’. You may select online (instantly validates & posts scan and data collection results to the server) or on-device (the database is loaded to the device, validated on-device and you upload scans at any time). Select the database containing the inventory you plan to scan and be sure to select Duplicate Scans = Valid.
- Users: Select the App User allowed to scan for the Service(s) you create.
- Data Collection: Select the Questions (statements) you want answered during the scanning process. By default, the question will be shown to the app user after the scan without the option to edit or delete the scan. You may choose when the scan is submitted online or saved on-device. This is helpful for certain applications, such as ordering or receiving, where you may scan items that are not in the database and consequently want to edit that scan or not submit it at all.
- Email Scans: This option is helpful if you want the scans emailed to you after uploading the scans from your device to the server. Note: the feature is generally only used with scans saved on-device and later uploaded.
- Service Duration: You can limit the Service availability.
- GPS: You can track every scan to a GPS location (accurate) or network location (less accurate, used indoors).
Scans: On the scans page you can view, filter, email or export your scan data.
Barcodes: Do the assets you want to track already have barcodes on them?
- If YES, try scanning them with the codeREADr app.
- If NO, then you’ll need to tag the items with barcodes. You can buy a label maker; buy labels from printers capable of variable data printing (ideally ask for QR codes at least 0.50” square); print your own labels using programs like OnMerge (PC) or iBarcoder (MAC); or we offer low cost, pre-printed labels.