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Video tutorial | Preparing for installation
Preparation
New Tracker Products software customers should consult the following list of action items prior to the visit of a Tracker Products representative for on-site setup and training.
New customers choosing to opt out of on-site setup and training with a Tracker Products representative may also use this section as a guide for getting started with the software.
Planning and preparation for the best possible implementation and use of the Tracker Products system at your organization is a key step in maximizing its potential. Be sure to complete the following items correctly and in order to ensure a successful installation and overall tracking experience.
Pre-install questions
Prior to any work with the system we request that you answer all the questions contained in the pre-install doc (When complete please return to your Tracker account manager). These questions will not only allow us to better understand your operation but they will also get you thinking about the best way to implement the Tracker system. Once we have had a chance to review we will be in contact to discuss.
Software implementation: Phase one
These steps are typically completed prior to an on-site setup and training visit by a Tracker Products representative.
- Go to the Tracker product blog and register your email to receive updates.
- Install enough hardware to complete training (at least one of each item). Zebra Printers. PDA Device.
- Complete the Agency setup. Instructions
- Complete User Administration. Designate appropriate permissions for all users. Instructions
- Perform storage location setup - both permanent and temporary. Do not print any location labels until your Tracker support rep has reviewed the setup. Instructions
- Review the Quick Reference Manual for Item Entry Users. Guide. This document will walk you through some of the most basic functions in the system. You will essentially be learning how to use the system from the standpoint of a item entry user before you move into administration functions.
- Create a couple of test cases/projects with at least fifteen items of various types if you did not already complete as part of the Quick Reference Manual. Instructions
- Customize your case/project, person, item and miscellaneous screens (if necessary). Instructions
- Review the 'Reports' option in the bucket list and 'Plug-In Reports' drop down menu. If you need any modifications to any reports or labels, please contact Tracker support. System Forms Instructions
- Using your test case, perform at handful of manual transcations of each type. Check In Temp Items, Check In, Check Out, and Move.
- Update a few of the items in your case. Instructions
- Watch a video tutorial describing the process for disposition used by the Spartanburg, South Carolina Police Department. Using your test case, dispose of at least five items.
- Contact your implementation representative to go over all that you have done. If all is good we will dump all your test data so that you can go live. If you are a purchased client we will move the site to your servers at this point.
- (Recommended) Watch video from the Tracker Products Software Conference. Approximately 5.5 hours
Suggestions for going Live with the Tracker system
Some 80% of your day to day Tracker use is based on many of the steps you just completed in the Phase 1 implementation training. The most basic features include adding items, printing labels / reports, checking those items in or out and disposition. We highly recommend that you go live before doing anything in Phase 2 simply because we want to limit the amount of things you have to learn. The most important step in getting to a Live state is to just start. If you can enter a item, print a label and then check that item in or out you have most of the basic steps. If you do decide to go live at this point we recommend that you keep the following things in mind.
- Review Your Setup - Make sure you review all of the Phase 1 items with your Tracker account representative. We want to make sure that everything is as it should be before you start entering live material.
- Go Live - The worst you can do is mess something up and you have to start over. If that happens just chalk it up to more training time.
- Start Small - Do not try to bring your entire agency on at one time. Make sure you know what you are doing and then you can bring on other users.
- Train the Trainer - Once you have mastered the basics, train another user or two and see how that goes. If all goes well, you can train others users or have those new users train others. If all does not go well then you have minimized the mess up to one or two people
- Forget About The Hard Stuff - Dont' worry about the PDA, Advanced Searching, Auditing or other Phase 2 features. Right now you need to master the basic stuff and when you feel good about that you can move on.
Software implementation: Phase two
These steps are typically completed during an on-site setup and training visit by a Tracker Products representative.
- Review: Using the PDA scanner and signature capture device.
- Review: Using the Desktop Scanning feature if you have a desktop or bluetooth scanner.
- Review: Advanced searching.
- Review: Ticket communication system.
- Review: Advanced Tools (Item locking, Custody maintenance).
- Review: Splitting Instructions
Video tutorial - See Tracker recommendations for setting up the splitting feature.
