Idencia 101-13: Test your Inventory Process (step by step)

Step by step instructions to test your inventory process

NOTE: This lesson plan is designed for use in our Tutorial system where hands-on exercises and datasets can be created without affecting your Production Idencia system.  If you viewing this lesson plan from within your production Idencia site, please contact your customer liaison for access to our Tutorial site for hands-on learning.

Give it a Go!

Now that you've created an Inventory process of your own, let's test the process on your mobile device.  You should be able to scan a tag and capture the Inspection Date, Product Status, and GPS location of your tag.  If you don't have a sample tag to play with, or access to a scanner, that's okay.  You can manually enter a Serial Number instead.  

Set Up

1. Make sure you have the appropriate version of Idencia downloaded and installed on your mobile device. If you need to install Idencia on your mobile device, below are the URLs for each of the mobile application versions in the Google Play Store.
   
   Idencia for Android
   
   
2. Pair you mobile device with your scanner.  If you need help, click here.

Login to the Mobile Application

1. On your mobile device, open the Idencia mobile application
2. If you are automatically logged in to another Idencia site, logout
3. If you do not see a place to enter a server URL, click the Change Server Url on the bottom left-hand corner under the LOGIN button
   
   
   
   
4. Enter the same email address and password you use to login to the Tutorial Management Portal site
5. Enter 'tutorial' in the Company/Server URL field
6. Tap Log In.  The mobile application Home Page will be displayed.
   
   

Create A Test Item

1. Tap Scan Tag
   
   
2. If you have a sample tag to work with, scan it now.
   
   If you do not have a sample tag to work with, that's ok!  You can create your own serial number using any combination of numbers and letters and just pretend you scanned a tag. 
   
   First, go back to the Home Screen and select Auto Generate then, at the top right-hand corner of the screen hit the Edit icon. 
   
    
3. Enter <YourFirstName> followed by any numbers or letters you choose (see the example below).
   
   
   
   
4. Tap Next.  The Job/Item Type selection screen appears. If the Select Item Type option is not available by default, tap the ITEM TYPES tab at the top of the screen.
   
   
   
   
5. Select an Item Type for your imaginary inventory product by tapping an Item Type in the list. The list should include the stock Item Types you created in a previous exercise (along with the Stock Item Types of any other Idencia 101 participants). This is your Product Catalog! 
   
   Select an Item Type for your first product by tapping one of the Item Types that begin with your name.
   
   
   
   
6. Review the selected information on the Confirm Item screen
   
   
7. Tap Next. 
   
   Because you've not yet assigned a default process to any of your Item Types (we'll get to that later), you are returned to the mobile application Home screen.  Go to the Settings and press Sync. The application will sync the scanned (or entered) serial number up to the Management Portal.  
   
   
   
   Once the sync process is complete, the Last Sync time will be displayed.
   
   

CONGRATULATIONS!! You just created your first item! 

Now, let's pretend that a Concrete Pipe tagged with the serial number you just entered is sitting in your stock yard.  Next, we'll scan the tag again and complete the inventory process in order to set this item's Status and Inventory Date, and record the item's GPS location.

Test Your Inventory Process

1. Tap 'Scan Tag'
   
   
2. Scan the same sample tag you scanned a moment ago.  If you do not have a sample tag to work with, go back to the Auto Generate option, click the Edit icon and then type in the Serial Number you created earlier.
3. Tap Next.  
   
   Because the serial number already exists, the application will now display the list of processes available to run against this item. 
   
   
4. Tap the Inventory Process that begins with your name
   
   
   
   The first step of the first (and only) phase of the the Inventory process is displayed.  
   
   Note that the Set Inventory Date step defaults to the current date. If you entered an optional default value when configuring the Status step, that value will be displayed as well.  The Set GPS Location step automatically captures the tablet's current Latitude and Longitude.   
   
   
   
   Also note that any information you included in the Description field when configuring the process is displayed below each step name.  This information could be helpful for your end user when completing the process.
   
   
5. Tap the Status to display the drop down list of valid statuses you created when you set up your Inventory process.
   
   
   
   
6. Tap Finished Goods or Needs Repair to choose a status for your item.
   
   
7. Tap Next.  
   
   Since all required fields have been entered and no other phases of the process exist, the Process Complete screen is displayed along with a list of other processes available for you to run against this item. 
   
   
8. Tap Exit.  The Home screen is displayed and the application automatically syncs your item's inventory status information up to the Management Portal.  

Congratulations!  You've just run your first process in the Idencia Mobile Application.  Now, let's take a look at what got synced to the Management Portal.

Login to the Idencia Management Portal

If you are already logged in to Idencia, skip to the View Your Synced Data in the Management Portal section below.

1. Click the link below to open the Idencia Tutorial site in a new browser tab.  Once a new browser tab is open and the tutorial site has been loaded, you'll need to return to this tab to finish reading your instructions. 
   
   https://tutorial.idencia.net/
   
   
2. Login to the Tutorial site using the credentials below
   
   User Name: <your email address>
   Password:  <supplied by your Idencia Customer Liaison>
   
   
3. Verify that you now have two browser tabs open for your Idencia 101 work.
   
   
   1. This page
   2. The Idencia Tutorial site

View Your Synced Data in the Management Portal

1. After login, the Items screen is displayed by default
2. In the Search bar, enter the last few characters of your tag's serial number.  If you manually created a serial number on the mobile device, type it into the Search bar.
   
   
   
   
3. In the SERIAL NUMBER column, click your serial number.  The Item Details screen will display.
   
   
   
   Notice that the upper portion of the screen displays the information you entered when you ran the Inventory Location process (Inventory Date & Product Status), along with a satellite image of your item's GPS location. The bottom of the screen displays each process that has been run against the item, the date and time the process was run, and the name of the user who ran the process.
   
   
4. Click the Inventory process name (circled above) at the bottom of the screen.  The Process Details screen will be displayed.
   
   
   
   This screen shows you each individual step of the process, the date and time the step was completed, and the name of the person who completed the step.
   
   
5. Click Back to Item to return to the Item Details screen. 

++ Close this window now to return to the Tutorial website and start the next task in the Task List.++

++ You may continue to the next task using the link below; however, using the link below will not   ++
++ mark the tasks as complete in the Task List.                                                                                  ++

<< Previous:  Idencia 101-12: Scenario 2-4: Create an Inventory Process (step by step)
>> Next:  Idencia 101-14: Scenario 3-1: Create a Pre-pour Process