Assigning a QR Code

This document provides instructions on how to assign a QR Code to a piece of equipment.

The descriptions and screenshot examples provided in this document might not reflect the exact screens in your instance as we are consistently improving the system and app.

1.1 Activating Scan IT

There are settings that must be enabled before you can assign QR Codes to equipment.

Company Settings

Your company must first allow technicians to scan equipment from the Company Settings.

1. At the top, right corner click your name then select Company Settings.

2. Scroll down to Technician Capability. Turn on the feature that allows technicians to Scan equipment QR codes. Click [Save].

Technician Capability

1. Once the technicians have the capability in Company Settings, each technician must be given permission to assign equipment to QR codes. Go to Admin/Users.

2. Search for the respective technician’s name, then click the Options icon (three vertical dots) and select Edit.

3. Enable Assign Equipment QR Codes, then click [Save].

1.2 Assign QR Codes to Equipment

QR Code Implementation

Put a process together on how you will assign QR Codes to equipment and attach the QR Code Card to the equipment that best fits your facility’s resources. NOTE: QR Codes are assigned from the Service app on the tablet.

Where are you going to place the QR Code Card on the equipment?
Are you going to have your technicians assign each QR Code and place them on the equipment? Or, will you have a back office person assign the QR Code Card and write the equipment ID on the back of the QR Code Card, then have the technician place them on the equipment?

QR Scan

As mentioned above, the QR Codes are assigned by using the Scan QR in the Service app from the tablet.

1. To assign a QR Code, from the tablet log into the Service app with a technician’s login that has permissions to perform QR scans. Enter account number, username and password and then press [Log In].

2. Press [Yes] to clock in.

3. From the HOME screen press the QR Scan Code icon at the top, right corner.

4. Press [Start Scan].

5. Using the camera, scan the QR Code. Click the pencil icon to select the respective Location, select the respective equipment serial number and then press [Select]. The QR Code is now assigned to the equipment. NOTE: If you chose to have a back office person assign the QR Code prior to placing the QR Code Card on the equipment, remember to write the equipment’s serial number on the back of the QR Code card to ensure that the appropriate card is placed on the corresponding equipment.

1.3 Equipment Assigned a QR Code

Equipment Table

Once a piece of equipment is assigned to a QR Code, users can view the equipment that is assigned to a QR Code in HQ.

1) In HQ, go to Admin> Equipment.

2. Select the respective Location Name, the equipment that is assigned to a QR code has a QR Code icon on the left side of the equipment table.

Equipment Details

Users can also search if a piece of equipment is assigned to a QR Code by going to the equipment details.

1. In HQ, go to Admin, Equipment.

2. Locate the respective equipment serial number, click the three dots on the right adjacent from the equipment and then select Details.

3) "QR Code". If a QR Code is assigned, "Yes" will be displayed.

1.4 Unassign QR Codes

There are times that a QR Code Card gets lost or a piece of equipment is removed from the current location and you need to unassign the current QR Code.