CHECKMATE CAPITAL ASSETS

Presented by Dynamic Systems Inc. and EDP Systems Services

Contact Us: 1-800-342-3999 or info@click2barcode.com

Introduction

CheckMate Capital Asset Tracking is a versatile program that uses cutting-edge barcode technology and the economy and power of the personal computer to answer these two questions for businesses worldwide:

1) What assets do I have?

2) Where are they located?

This slide show will step you through the program from installation to design and generation of reports.

You can move through the topics at any time by using the arrows on the upper right of the slide.

Checkmate Capital Assets

• Start from the beginning and take the full tour, or jump to a certain section via the buttons below.

TAKE THETOUR!!!

SETTING UPADD YOUR

LOCATIONS

RUN REPORTS

ADD YOURASSETS

CREATE YOUROWN QUERIES

GETONLINE HELP

CONTACTDSI REPS

PRINT BAR CODES

CHECKMATEUTILITIES

ADDPHRASES

RUN A QUERY

ADDGLOSSARIES

Use the navigator bar to go to the first, previous, next and last screens. It can be found in the upper right corner of each subsequent screen.

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HINT: YOU CAN JUMP TO ANY SCREEN IN THE PRESENTATION IF YOU KNOW THE SCREEN #. JUST PRESS THE SCREEN NUMBER THEN PRESS ENTER AND YOU WILL AUTO-MATICALLY GO TO THAT SCREEN

CONTENTS

• After installing CheckMate on your computer, open the program. After typing in your password in the following box,

• you will open the Main Window.

How to Use CheckMate Capital Assets

admin

Main Window

Setting Up• Before using CheckMate, you must set several

program options. To set the program options, click Utilities, and then Setup.

Setup Window

Program Defaults

In the Setup Window you will set your

Program Defaults-

Company Name

Backup Interval

Building and Room Lengths

Keep History Checkbox

Portable Bar Code Reader/Printer Ports

Now you are ready to get started adding assets.

Program Settings

• Company Name- type the name of your company here; it will show up on reports and the Main Window.

• Backup Interval- the number of days between CheckMate’s warnings to backup your system.

• Building/Room Lengths-

The number of digits you want in the building and room location codes.

• History Checkbox- keep this box checked if you want your assets’ history to be kept for reports.

Getting Started…Adding Assets• To start using CheckMate, the first action that must be

taken is to add all of the company’s assets to the program. This is can be done by hand, but it is done most efficiently using the portable bar code reader.

• In the next few sections, you will learn about three types of identifiers, Glossaries, Phrases, and Locations. When you have added these, you will print bar codes for each of them, then start scanning these with your bar code reader to make assets.

• After your assets are added you will learn to utilize all of CheckMate’s functions including running specialized reports on your assets, creating your own queries, running those queries, and using CheckMate’s utilities,

Adding Glossaries• A glossary is a collection of asset descriptions,

identified by glossary code. Using the portable, a description can be attached to an asset by scanning the asset tag and scanning a glossary code.

Glossary Maintenance Window

Glossary Data EntryTo add a new Glossary, first hit the add button . Fill in the necessary information for each Glossary, including Glossary # and Description. All other data is optional and can be added at a later time, or not at all. Each field on the glossary form corresponds to a field in the asset maintenance form; when you scan a glossary for a certain part, the data stored in that glossary code will automatically be added into the new parts’ data fields when that part is entered into CheckMate’s database via the portable bar code reader.

Add PhrasesPhrases are descriptive items, such as “Black” or “Wooden” or “Viewsonic”.

DESK 131 WOODEN

Add Phrases (CONT.)

• Add the phrase in the “phrase” box and press Add or Enter.

• To add a new Phrase, first give the phrase a title, then a three-digit group number.

• At any time you may Add, Renumber, Delete, Clone, or Search for phrases.

STEEL

Add Locations• Use the Maintenance|Location window to enter

location codes and pseudonyms for locations.

Add Locations (CONT.)

To add a location, enter first a building code, then a room code, and then a location name. Click Add to enter the new location into the list.

How to Print Capital Asset Bar Codes• After you have added your Locations, Glossaries and Phrases,

print bar codes for each of these. You will use the bar codes with the portable to capture information about your assets.

How to Print Asset Bar Codes (CONT.)

• In the preview box, specify the range of Assets, Glossaries, Locations or Phrases that you want to print. You can hit preview to have a quick look over what is to be printed.

Print Preview

PortableUsing a combination of user-specified Locations, Glossaries and Phrases, the portable enables you to perform a quick, accurate and comprehensive initial population of your CheckMate database. Refer to user manual for more instructions on populating your CheckMate database.

How To Run a ReportTo run a report from the Main Window, click on Reports, then choose a report. Click on one of the reports to the right for a preview of a sample report, or click outside the Report Menu to continue on to the next section.

Standard Reports AvailableThere are 15 reports that come standard with

Checkmate Asset Tracking including…

• History Report

• Asset List

• Serial Number List

• Current Location Report

• Cost By Location

• Cost By Responsible Party

• And more…

COST BY LOCATIONSample Report

How to Create a Query• From the Main Window, click on the Query

heading, then Create Query.

Create Query

Query Data Selection• When selecting data for a query, you are

allowed to use any of the Available Fields on the left side of the window. In addition, you may search by one field or a varied combination of fields. The fields can be narrowed down in terms of “greater than” or “equal to” when searching for a certain amount or “starts with” when searching for a certain word or phrase.

Show Query Data• When you want to see the results of your query, click

the Show button. Click Output to save the query.

How to Run a Query• To run a query from the Main Window, click

Query, then Recall.

Run Query (CONT.)• Locate the drive the query is saved in, then

find the file name and click OK.

Run a QueryNow you can view the data which you specified on a previous query.

CheckMate Utilities

• Click on a utility button for detailed instructions on using that utility.

Backup Reindex Cleanup

Transfer Purge Move

Password Next SlideContents

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Backup CheckMate Data• To make a backup of CheckMate data, first

lock the system, click Utilities then Backup.

Backup CheckMate Data (CONT.)

• Choose a drive and file name and click OK.

Backup CheckMate Data (CONT.)• CheckMate will ask you to confirm your drive and file

name selection. You are also given the option to Cleanup. The default setting is to Cleanup after every backup. Click OK when you have chosen.

Backup CheckMate Data (CONT.)• CheckMate will tell you that the backup and

cleanup were successful. Click OK.

Reindexing Asset Records • To reindex your Asset Records means to rebuild

your index files.

CURDEUS, B.

APSEM, I.

FANAWAY, P.

The index files control the sequencing of your data. For instance…

INDEXINDEX

INDEXINDEX

INDEXINDEX

INDEXINDEXAPSEM, I.

CURDEUS, B.

FANAWAY, P.

These records aren’t in correct order, but after you reindex,

they are.

Reindexing Asset Records (CONT.)

• If a power outage or other failure occurs while you are using CheckMate,

YOU WILL WANT TO REINDEX.YOU WILL WANT TO REINDEX.

Reindex Asset Records• To reindex from the Main Window, first click

Utilities, then click Lock. You cannot reindex without locking the system first. You will especially want to reindex if you have added or deleted records while using CheckMate.

Reindex Asset Records (CONT.)

• Reopen Utilities and click on Reindex. Click “yes” on the box below. CheckMate will automatically reindex all of the Asset Records. Click OK.

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Cleaning Up Asset Records• Cleanup removes from the database asset

records that have been deleted by the user. To gain more free space for your data files, the Cleanup option can be used. Remember, always reindex before doing a Cleanup.

free space

cleanupcleanup

Cleanup Asset Records• You can Cleanup Asset Records by entering

Utilities, locking the system (if it isn’t already), and then clicking on Cleanup.

Cleanup Asset Records• CheckMate will ask you if you want to proceed.

You may click yes to do a regular Cleanup, or With Check to do a thorough Cleanup.

How to Purge Assets• To purge assets, from the Main Window, click on

Utilities and then Purge.

How to Purge Assets• Next CheckMate will ask you to enter a location.

Be careful! All of the assets at this location will be permanently erased from CheckMate’s database.

How to Purge Assets• Because you cannot take back a purge that has

already taken place, CheckMate will ask you to confirm your choice to purge these assets.

How to Purge Assets• Once the assets have been deleted, CheckMate will

tell you the number of assets that were deleted and the location at which they were deleted.

How to Move Asset Records• To move assets, from the Main Window click

Utilities and then Move. Choose whether you want to move by Current, Future or Arbitrary Location.

How to Move Asset Records• In this example we will move by current location.

The future location field must be filled in on the part form for the move to take place.

How to Move Asset Records• After you click OK, CheckMate will move the part.

Then it will tell you the move is complete, along with the location the part was moved from.

How to Transfer Responsibility• To transfer responsibility for an asset from one

person to another, go to Utilities, then Transfer.

How to Transfer Responsibility (CONT.)

• Enter the name of the transferor and then the name of the transferee. Click OK when you are ready to transfer asset responsibility.

How to Transfer Responsibility (CONT.)

• CheckMate will ask you to confirm your choice to transfer asset responsibility.

How to Transfer Responsibility (CONT.)

• CheckMate will tell you when the transfer is complete and how many assets were transferred.

How to Change Passwords• To add/delete/edit a password, from the Main

Window click Utilities then Password.

How to Change Passwords• Enter your supervisor password now, as only

supervisors may change password information.

How to Change Passwords• Choose the password level (Supervisor, User, or

View Only) and the Activity (Add, Delete, or Edit).

How to Change Passwords• Enter the password in the Password text box. Below

we are adding a new User password.

How to Change Passwords• Re-type the password for verification. CheckMate

will tell you if the password is valid.

How to Change Passwords• Once the password is deemed valid, type in the new

user name and then click OK.

How to Change Passwords• CheckMate will tell you that the password addition

was successful and who the password was added for.

If you need help…• All CheckMate programs come with an

online Help file to make sure that our customers are never left in the dark.

It’s definitely 14th century

gothic writing, but

what does this all…mean?

I don’t get it.What?

Oh, gosh! I understand!

Thanks, CheckMate! I don’t get it.

What?

CheckMate Help

• Our extensive context sensitive Help can answer many questions you may have about the program. Help is divided into three sections:

• 1)Overview;• 2)How To; and• 3)Reference.• Each section presents a

different view of CheckMate.

Checkmate Capital Assets

For further information or a quotation please contact Dynamic Systems Inc.

1-800-342-3999

Info@click2barcode.com

Checkmate Capital AssetsCopyright 2002

EDP Systems Services, Inc.