Employee Tracking App
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1. Print QR code labels (recommended) or any other type of barcode labels
You can use the barcode already tagged to the location or asset or you can print your own. They can have sequential or random values. Your logo and a human readable phone number printed on the label are optional but generally good to have.
2. Create a list
Using Excel, Google Sheets (or a similar program), create a simple database of the locations or assets you are tagging. Save it as a CSV file to import to codeREADr.com You only need two (2) columns:
Column 1: List the addresses or asset names/descriptions to be tagged.
Column 2: Optionally enter (paste) this into every cell: Added to Database. [This is what the app user will see after each tag.] Hint: If you want to filter scan records to share with your clients or specific groups, include text that will differentiate those locations or assets from the others when filtered.
3. Tag locations and/or assets
Configure the codeREADr app so your employees or subcontractors can apply (‘tag’) locations and assets with your label. Follow these instructions for creating a Validate Scans service type. Special instructions:
a) On the first step connect the database (list) you uploaded to codeREADr.com.
b) Also on the first step, keep duplicate scans as ‘invalid’ so the app user can use the Lookup screen to see what’s done and what’s not yet done. You do not have to reset duplicate checking for this service.
<< This PDF shows How to Tag a Location or Asset with a Barcode once your service (task) is configured.>>
4. Periodic tracking of locations and/or assets
Configure the codeREADr app so you can create a formal record of your employees or subcontractors presence and actions at the location or asset.
a) Export the scan records from the Tagging process in Step 3 above.
b) Edit the exported sheet to have the QR code (or barcode) value in column 1 and the location or asset name/description in column 2.
c) Import that file to a new database on codeREADr.com.
a) Follow the same instructions for creating a database service as noted in Step 3 above.
b) Connect the new database to this new service.
c) Have duplicate be ‘invalid’ but this time also check the option to reset duplicate checking every day (assuming the app users complete their rounds in one day. This will allow them to see if they missed anything on the Lookup screen.
5. Generate reports for internal use and for your clients.
Configure the codeREADr.com ‘SCANS’ page to view, filter, share, export and auto-insert scan records into cloud or local databases. For instructions, please look here.
If you want to share scan records filtered to specific clients or groups, be sure to filter the CSV Download Link accordingly.