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.Barcode Scanner App v2023.1

Overview

The Barcode Scanner App developed by Big River Barcode allows convenient User interaction with the PCR-360 Barcode API. This can significantly simplify User interactions with Inventory Management or performing Equipment related activity for Service Desk Items.

This article will first overview all buttons within the App and then provide information on the individual Inventory and Service Desk portions of the integration with the hand-held Scanners. Due to the conveniences provided by the Scanner and Barcode Integration within PCR-360, many areas of the Scanner App that request User input will accept the scanning of a relevant Barcode to obtain that input. This can significantly speed up a User's ability to perform their tasks.

Some screens of the Scanner App will behave differently depending on the type of Item being interacted with (Cabling Equipment, Asset, and/or Has Units Equipment). As such, this article may not 100% mimic a User's interaction with it in all cases.

Note: one thing to be aware of while using the Scanner App is that when selecting items from a grid, even though the top row is highlighted by default in those instances, a User will still need to select that row manually if they would like to select it.

Note: due to the compressed nature of the Scanner Screens, grids within the Scanner App will contain more information than can be displayed on the screen at a time; Users can scroll through the grids (up/down, left/right) even though no scroll bars are present.Ā 

Button Index

Exit

The Exit and Exit buttons will exit the current screen.

Admin


The Admin button will open the Admin Screen.

Confirm

The Confirm button will submit the entered information. For grids, to access the desired record, the User must first select the row desired, then confirm the choice using this button in order to open that record.

Note: one thing to be aware of while using the Scanner App is that when selecting items from a grid, even though the top row is highlighted by default in those instances, a User will still need to select that row manually if they would like to select it.

Back

The Back button will return the User to the previous screen.

Sync

The Sync button will refresh the data within the Scanner App.

Add Info

The button will allow you to add Asset Tags, Equipment IDs, MAC Addresses, and Serial Numbers for specific Equipment records. This button is primarily in the Service Desk Application.

Purchase Order

The Purchase Order button will open the Purchase Order screen. This button is primarily in the Inventory Application.

Workflow

The Workflow button will navigate a User to the Workflow screen. This button is primarily in the Service Desk Application.

Select Warehouse

TheĀ Select Wareshouse button will allow a User to select a Warehouse manually. The User can also use the Scanner to scan a Barcode to read in the desired Warehouse. This button is primarily in the Inventory Application.

Select

The Select button will allow a User to search for a specific record. This button is primarily in the Service Desk Application.

Show/Hide Text

The Show Text and Hide Text buttons will toggle the visibility of Passwords the User enters. The Show Text button should only be used to confirm you did not mistype your Password after a failed attempt. The application can not submit a Password set to "show" that Password.

Keypad

The Keypad button will pull up the on-screen keyboard.

The Search button will allow a User to search for a specific record.

Scan

The button will allow a User to Scan a Password and keep it hidden.

Edit

The Edit button will let a User edit information that is not an editable field.

Completed

The Completed button will allow a User to Complete a Service Desk Item.

Inventory

Main Menu

The Main Menu gives the User access to several Inventory-related actions. Tapping on any of the options presented will navigate the User to the indicated feature of the Scanner App.

Log On / Renew Login

Log On screen

The Renew Login screen/Log On screen enables the User to sign into the Scanner Application using their PCR-360 credentials. If a Scanner has been logged in for an extended time, re-authentication by the User will be needed. It is recommended that Users re-authenticate at least once a day, but this may vary based on your Organization's rules.

This screen also provides quick access to the Admin Screen, which may be needed for the initial setup of the Scanner.

SD Equip Status

Order Incident Work Order screen

The SD Equip Status screen lets the User access Service Desk Items from within PCR-360 and update Equipment activity.

Service Desk Equipment Select screen

Once the Service Desk item is entered, the User can select Equipment records on it.

Status screen

Once selected, the user can update the Status of the Service Desk Equipment.

Service Desk Equipment Item Detail screen

If a piece of Equipment requires additional information, the application will prompt for the details. For hierarchical data, such as Locations, once an initial value is selected, the application will ask if the User wishes to look for child locations. This process will continue until the User either no longer desires to look for further child records or until none exist.

Item Bulk Add

The Item Bulk Add screen lets the User select a Warehouse and begin to Bulk Add individual items to it.

Item screen

Once the Warehouse is selected, the application will need the desired Part Number to Bulk Add.

Units Item Status Quantity Comment screen

Once the item is entered, the User must provide any needed Status, Quantity, and Units to add. The User must also add additional comments.

Once complete, the User will be returned to the Bulk Item screen to enter a new Item's Part Number.

This screen will be different, depending on if a User has selected a piece of "Has Units Equipment", a piece of "Cabling Equipment" and/or an "Asset".

Note: additional comments are submitted to PCR-360 with the "Additional Comments" heading and a time and date stamp.

Purchase Order, Receive

Select PO screen

The Purchase Order, Recieve screen allows Users to select a Purchase Order within PCR-360 and begin receiving Equipment. When selecting a Purchase Order, the application asks if the User wants to keep or change the default Warehouse.

Purchase Order Line Items screen

Once the Purchase Order has been selected, the User can view the individual line items on it.

The Receiving Process will repeat until all Equipment on the Purchase Order has been received, or the User decides to stop receiving on that Purchase Order.

Asset Item Quantity screen

Once the Equipment to be received has been selected, the User must enter the number of items to be received as a part of the Purchase Order. Once confirmed, the application will prompt the User to add Serial Numbers or MAC Addresses for the Equipment. Users can enter only Serial Numbers, only MAC Addresses, or both.

Add Asset Serial Numbers screen

The above image is if the User elects to add both Serial Numbers and MAC Addresses.

This screen will be different, depending on if a User has selected a piece of "Has Units Equipment", a piece of "Cabling Equipment" and/or an "Asset".

Transfer Items

The Transfer Items screen lets a User select two different Warehouses and transfer Equipment from the first Warehouse to the second.

Item screen

Once the To and From Warehouses have been confirmed, the User can enter the Item Part Numbers to be transferred from the From Warehouse to the To Warehouse.

Units Item Status Quantity Comment screen

Once the item is entered, the User must provide any needed Status, Quantity, and Units to add. The User must also add additional comments.

Once complete, the User will be returned to the Item screen to enter a new Item's Part Number.

This screen will be different, depending on if a User has selected a piece of "Has Units Equipment", a piece of "Cabling Equipment" and/or an "Asset".

Note: additional comments are submitted to PCR-360 with the "Additional Comments" heading and a time and date stamp.

Physical Inventory

The Physical Inventory screen allows the User to select a Warehouse and begin adding Equipment to it.

Item screen

After the User has selected the Warehouse, they must enter the Part Number for the Equipment.

The Physical Inventory screen will be returned once all Quantities of the entered Equipment have been added.

Units Item Quantity screen

From the Units, Items, and Quantity screen, the User can enter the expected Quantity of Equipment to add to the Warehouse.

This screen will be different, depending on if a User has selected a piece of "Has Units Equipment", a piece of "Cabling Equipment" and/or an "Asset".

Physical Inventory Add Units screen

If the Equipment is a "has Units" Catalog, the User will need to enter the individual number of Units for each Quantity of the Equipment.

Sync Data

The Sync Data screen allows the User to update the data stored on the Scanner with what is within PCR-360.

Admin

In order to access the Admin Menu, the User will need to provide the Scanner App's Admin Password.

The Admin screen grants the User access to various administrative functions. Tapping on any of the options presented will navigate the User to the indicated feature of the Scanner App.

URL

image2023-5-16_11-39-8.png

The URL screen allows a User to view the current PCR-360 URL and to be able to update it if needed.

API Key

image2023-5-16_11-43-35.png

The API Key screen allows a User to view the current PCR-360 API Key and to be able to update it if needed.

Load 360 Users

Load Users screen

From the Load Users screen, the User must log in to PCR-360 so that the application can load all valid Barcode User details.

Admin Password

Admin Password Update

The Admin Password screen lets the User change the Admin Password for the Scanner Application.

Delete Batch File

Data Files screen

The Delete Batch File screen lets the User delete a currently created batch of scans. Once the batch is deleted, it can not be restored, and all items must be re-scanned if required.

App Desktop

App Desktop screen

The App Desktop screen lets the User switch between the Scanner applications quickly.

Review Files

The Review Files screen allows the User of the Scanner to view details for Equipment that would normally require access to PCR-360. These screens can let a User confirm the Equipment details as they exist within PCR-360.

Review Eqp Catalog

Review Equipment Catalog

This screen is similar to the PCR-360 grid for Equipment Catalogs.

Review Eqp Catalog DB

Review Equipment Catalog Database screen

This screen displays the details for Equipment Catalogs in the PCR-360 Equipment Catalog Database Table.

Review Eqp Table

Review Equipment Table screen

This screen is similar to the PCR-360 grid for Equipment.

Review Eqp Statuses

Review Equipment Statuses screen

This screen is similar to the PCR-360 grid for List Values when filtered for Equipment Statuses.

Review Warehouses

Review Warehouse Info screen

This screen is similar to the PCR-360 grid for Warehouses.

About

The About screen provides helpful information if you have encountered a bug within theĀ  Scanner App and its interaction with PCR-360.

Service Desk

Main Menu

Main Menu screen

The Main Menu gives the User access to several Service Desk-related actions. Tapping on any of the options presented will navigate the User to the indicated feature of the Scanner App.

Log On / Renew Login

Log On screen

The Renew Login screen/Log On screen enables the User to sign into the Scanner Application using their PCR-360 credentials. If a Scanner has been logged in for an extended time, re-authentication by the User will be needed. It is recommended that Users re-authenticate at least once a day, but this may vary based on your Organization's rules.

This screen also provides quick access to the Admin Screen, which may be needed for the initial setup of the Scanner.

After logging in, the Scanner looks up the User's Roles, and if any Role is flagged as "Administrator", that User will be considered an Admin within the Scanner Application. Admins can update the Service Rep to any CSR, Complete Workflow for any Worker, and create Labor for any Worker.

Service Desk Equipment Lookup

Equipment Entry screen

The User must first enter an appropriate identifier for the Equipment to pull the History of that Equipment.

Service Desk Equipment UDF screen

Once the Scanner has pulled up the Equipment Record, the User will be able to look up added details on the History and status of it. Any User-Defined Fields within PCR-360 will also be displayed on this screen.

Service Desk Pending

Service Desk Equipment Pending screen

From the Service Desk Equipment Pending screen, a User can select a Pending Service Desk item associated with the Equipment, edit the Service Rep, access the Workflow, or complete the item. If no Workflow is present, the User cannot add one.

Service Desk History

Service Desk Equipment History screen

From the Service Desk Equipment History screen, the User can view all Service Desk items associated with the scanned Equipment.

Purchase Order History

Service Desk Equipment Purchase Order History screen

From this screen, a User can view the Purchase Order associated with the scanned piece of Equipment.

Equipment Detail

Service Desk Equipment Detail screen

From this screen, the User can view the details of a scanned piece of Equipment.

Workflow

Service Order screen

Before entering Workflow details, the User must enter the Service Desk Order Number that the Workflow is a part of.

Select Workflow screen

Once the Service Order has been opened, the User must select the desired Workflow.

Workflow Edit screen

Once the Workflow is opened, the User can change the Workflow's Status and add Notes to it.Ā Admin Users of the handheld can also select a different Worker.

Once a User has updated the Workflow, the Application will return them to the initial Workflow screen.

Note: additional comments are submitted to PCR-360 with the "Additional Comments" heading and a time and date stamp.

Add Equipment

Scan Service Desk Order screen

Before adding Equipment, the User must enter the Service Desk Order Number that the Equipment is a part of. End entered, the User will be prompted if they wish to add the To and From Locations for the Equipment.

Warehouse Select screen

The User can add the To Warehouse and From Warehouse Locations from the Warehouse Select screen.

Item screen

Once the To/From Locations are added, or if the User skips that addition, the User can enter the desired Equipment Catalogs to add to the Service Order.

Item Quantity screen

After the Catalog is determined, the User must enter the desired number of that Equipment to add.

After entering the Quantity, the User will be returned to the previous screen to enter a new Catalog.

This screen will be different, depending on if a User has selected a piece of "Has Units Equipment", a piece of "Cabling Equipment" and/or an "Asset".

Labor

Service Order screen

Before entering Labor, the User must enter the Service Desk Order Number that Labor is a part of.

Labor Type screen

Once the Service Order has been found, The User can select the type of Labor to apply and the Workgroup that action is a part of. Admin Users of the handheld can also select a different Worker.

Once a User has added Labor, the Application will ask if the User desires to apply another Labor record. If the User does, the Application will return to the previous screen. The Application will return them to the initial Labor screen if they do not.

Sync Data

Sync screen

The Sync Data screen allows the User to update the data stored on the Scanner with what is within PCR-360.

Admin

Admin Password screen

The User must provide the Scanner App's Admin Password to access the Admin Menu.

Admin Menu screen

The Admin screen grants the User access to various administrative functions. Tapping on any of the options presented will navigate the User to the indicated feature of the Scanner App.

URL

PCR350 URL screen

The URL screen allows a User to view the current PCR-360 URL and to be able to update it if needed.

API Key

API Key screen

The API Key screen allows a User to view the current PCR-360 API Key and to be able to update it if needed.

History Term

History Term screen

From the History Term screen, the User can define the range of the History to pull for Equipment.

Labor

Admin Labor screen

From the Labor Admin screen, a User can disable/enable the ability to add Labor as a part of a Service Desk Labor Activity.

Admin Password

Admin Password Update screen

The Admin Password screen lets the User change the Admin Password for the Scanner Application.

Load 360 Users

Load Users screen

From the Load Users screen, the User must log in to PCR-360 so that the application can load all valid Barcode User details.

Delete Batch File

Data Files screen

The Delete Batch File screen lets the User delete a currently created batch of scans. Once the batch is deleted, it can not be restored, and all items must be re-scanned if required.

App Desktop

App Desktop screen

The App Desktop screen lets the User switch between the Scanner applications quickly.

Review Files

The Review Files screen allows the User of the Scanner to view details for Equipment that would normally require access to PCR-360. These screens can let a User confirm the Equipment details as they exist within PCR-360.

Review Eqp Catalog

Review Equipment Catalog

This screen is similar to the PCR-360 grid for Equipment Catalogs.

Review Eqp Catalog DB

Review Equipment Catalog Database screen

This screen displays the details for Equipment Catalogs in the PCR-360 Equipment Catalog Database Table.

Review Eqp Table

Review Equipment Table screen

This screen is similar to the PCR-360 grid for Equipment.

Review Eqp Statuses

Review Equipment Statuses screen

This screen is similar to the PCR-360 grid for List Values when filtered for Equipment Statuses.

Review Warehouses

Review Warehouse Info screen

This screen is similar to the PCR-360 grid for Warehouses.

About

About screen

The About screen provides helpful information if you have encountered a bug within theĀ  Scanner App and its interaction with PCR-360.


Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242