Assetas Quick Reference Guide
To CHECK OUT a CTK or Tool, click the ‘Check Out’ button on the counter laptop, scan the RFID tag using the scanner, then follow the prompts. If a tool doesn’t scan, confirm it visually to check out.
To CHECK IN a CTK or Tool, click the ‘Check In’ button on the counter laptop, scan the RFID tag using the scanner, then follow the prompts. If a tool doesn’t scan, confirm it visually to check in. If you mark a tool as missing, you’ll get email and text reminders to complete a Lost Tool Form.
For a SHIFT CHANGE or ON THE LINE TRANSFER, while you have Wi-Fi at the counter, open Trek, and wait until you see the ‘Synchronized just now’ message. Now you can bring the scanner with you to your work location. Tap ‘New Form’ to use the scanner with or without connectivity. When you reconnect to Wi-Fi, the system will automatically process your CTK transfer.
To report a LOST TOOL, click the ‘Report Lost Tool’ button on the counter laptop or your personal computer to complete the form. First level approvers will be notified by email and text when submitted.
To complete a 60 DAY INSPECTION or to update tools from UNSERVICEABLE TO ACTIVE, click the corresponding button on the counter laptop or a handheld scanner.
To generate a pre-filled TOOL INVESTIGATION REPORT, click the ‘Generate Tool Investigation Report’ button on the counter laptop or your personal computer. Use the dropdown to pick the lost tool (limited to tools lost in the last 14 days) and then click ‘Generate’. Open the downloaded Excel file and click ‘Enable Editing’.
To SEARCH for more information on one or more tools, select the ‘Search’ button on the counter laptop or a scanner with a screen. Scan the tool(s).
To flag a DAMAGED TOOL, click the ‘Damaged Tool’ button on the counter laptop, scan the RFID tag using the counter scanner, then follow the prompts. Once complete, the tool’s status will be set to ‘Unserviceable’, you’ll get an email confirmation, and the supervisor will be assigned a task to verify the damaged tool.
Assetas, Revised September 2021