Setup Dock and Door Management or Batteries/Chargers Management

This document is intended for those who service docks and doors, batteries/chargers, and similar equipment, providing guidance on setting up and managing these types of assets.

What do I need to do before I create areas and equipment for my assets?

What is an 'area' in HQ and how do I create an area?

How do I create equipment within an area?

ASSUMPTIONS

The customer's (bill to) location (ship to) already exists in Tinnacity's HQ in Admin/Locations.

PREPARATION

Makes and Models

If your business system is integrated with Tinnacity and you manage these types of assets within it, the relevant makes and models will be automatically created in HQ through Tinnacity's agent and you can go directly to creating the relevant service areas and equipment. Click here to learn more about Makes and Models. If the docks and doors/batteries/chargers assets are not managed in your business system, you must manually create the relevant makes and models in Tinnacity before you can create the service areas and equipment.

Checklists

If you want your technicians to use a checklist when servicing these assets, the checklist must first be created in Tinnacity's HQ within Admin>Checklists, activated and then assigned to the Model the equipment belongs to. Click here to learn more about Checklists.

Areas

Once the relevant makes, models, and checklists exist in Tinnacity's HQ, you can create the relevant areas and equipment within the Locations Details.

Equipment

Once the relevant areas are created, you can create the necessary equipment.

Create Areas

An area refers to the specific location where the assets are situated, such as a dock or door. It's essentially the physical space or zone where the equipment is installed or operated. Areas are managed within the Location section in HQ's Admin/Locations.

1. To create an area in HQ, navigate to Admin/Locations. Find and select the relevant location. On the location's detail screen, click the three dots in the top right corner, and then click the relevant asset you wish to manage. For this example, 'Dock and Door Management' will be used. NOTE: It is recommended to use the 'Location No.' later in this tutorial.

   

2. For one area, click [Add Area]. To create multiple areas, click [Add Multiple Areas]. For this example, multiple areas will be created.

   

3. Add Multiple Areas - enter how many areas you wish to create. Click [Add]. For example, my location has 10 dock and doors so I entered 10.

   

4. Add Multiple Areas - Name Prefix - for each area, the name will be the prefix entered. After it is added, HQ will automatically add the area number. For example, if Position is used, then Position 1, Position 2, etc. will be what displays after adding. Click [Add].

   

5. The number of areas are now created.

   

Create Equipment for Relevant Areas

Equipment refers to the specific assets, such as a dock or door. It's essentially the physical equipment that is installed or operated within the area.

This tutorial follows the process when equipment is managed in Tinnacity and not in a business system.

1. For equipment managed in Tinnacity (and not in the business system), click [Add Multiple Equipment] to add items to one or more areas.

   

   For equipment managed in your business system (and not in Tinnacity), click the relevant area, then click [Actions], and select 'Add Existing Equipment'.

   

   
   

2. The Location Area is where you can select a specific area or you can click [Select All] to select all areas. For this example, a piece of equipment is needed for a Leveler, Shelters & Seals, Vehicle Restraints, and Dock & Door Loading Equipment for each area. Select All was chosen.

   

3. The next step is to assign a auto generated serial number for the equipment in each area for the relevant equipment being added. For this example, each area (dock and door) has a leveler. Therefore, a Leveler asset is needed for each area. NOTE: This field will be used as a prefix for each serial number. For example, if the prefix is 'ABC', then the serial numbers will be ABC1 and Area Name, ABC2, etc.

   
   

   These are required fields

   Serial No Prefix - enter the prefix you wish to use. TIP: Tinnacity recommends that the prefix is entered in UPPERCASE and consists of the "LOCATION NO-EQUIPMENT NAME-" (i.e., GEM-0005-LEVELER-). These are serial numbers so they must be unique.

   Make - select the relevant make.

   Model - select the relevant model.

   
   

   Click [Save].

1. Continue Steps 1-3 for all equipment that is needed for the relevant area(s). For example, as mentioned previously, a unique equipment is needed for each: Leveler, Shelters & Seals, Vehicle Restraints, and Dock & Door Loading Equipment. You would continue Steps 1-3 until each unique equipment is created.

   
   

2. Once the equipment is created for each area, you can then manage it. You can move to another area, remove from area, and view the details to view the equipment details in Admin/Equipment.

   

3. IMPORTANT: For integrated systems where equipment is managed in Tinnacity, it’s crucial to note that the 'Sync with Business System' setting is automatically set to 'NO'. This prevents the daily equipment sync from removing the equipment from Tinnacity.