Trek Quick Start

Welcome to Trek! Trek allows users to interact with specific sets of data, forms, evaluations, and tasks without connectivity. Data completed while offline will be synched with the online platform once the device has connectivity.

Trek may be downloaded from the Play Store on Android devices, the App Store on iOS devices, or the Microsoft Store on Windows devices. Assetas also offers barcode and RFID scanner support for select Zebra, GAO Tek, and Chainway devices. 

First Steps

Here are some key tips to save you time: 

1. Download Trek on a modern iOS device from the App Store, an Android device from the Play Store, or a Windows device from the Microsoft Store. 
2. Save often!  This system is cloud-based, and you’ll never regret saving frequently.
3. To manually sync anytime, pull down on the home screen page.
4. Log in to Trek by entering the same username and password that you use to log into the online version of Assetas. 

Home Page

Use the Trek Home Page to navigate between Home, Storage Details, Settings, and the About pages.

My Tasks

The My Tasks option on the home page allows the user to view, add comments to, or close their tasks.

From the home page, select My Tasks to view, add comments to, or close a task. The numeric indicator displays the number of open tasks that are assigned to you, up the the maximum allowed amount.

Tasks are grouped in your task list by the due date (first overdue, then upcoming, and then closed tasks). Distances will appear for tasks with an associated asset with a saved location. 

Click or swipe on any task to view the task details. Selecting the ‘Close Task’ button will prompt the user to confirm the selection. Select ‘Yes’ to save and close the task and return to the home page. This will trigger a sync if there is connectivity. If there is no connectivity, Trek will save the completed form as a local change for immediate processing when synced next.  

• For Tasks that allow documents, use the camera icon to open your device’s camera app. Optionally, use the paperclip icon to access your device’s photo library.
• For Tasks with Associated Form Types that are available for completion, click the “Fill Out” button to launch the form type directly from the task.
• To save a task comment, enter text in the ‘Correspondence’ field and select the ‘Add’ button. Comments on tasks will appear as ‘Correspondence’, with a default correspondence type of ‘In Person’ in Assetas.
• If making changes to tasks prior to task close-out, select ‘Save’ to save changes without closing out the task. 

My Evaluations

The My Evaluations option on the home page allows the user to view and edit their assigned evaluations.

From the home page, select My Evaluations to view or edit an evaluation. The numeric indicator displays how many evaluations are assigned to you, up to the maximum allowed amount.

The Evaluations list displays the type of evaluation, status, date, and percentage complete. Click or swipe on an evaluation to view details or edit the evaluation.

Evaluation changes are auto-saved every 20 seconds.

A new evaluation will display a status of “New”, while one that is being edited will change its status to “In Progress”. When the percentage complete is 100%, the status will automatically change to “Completed”.

For evaluation types that allow for a partial submittal, where the user does not need to mark every item as “Correct” or “Incorrect” in order to complete the evaluation, a “Submit” button will appear at the bottom of the screen in addition to a “Save” button.

As you progress through the evaluation, use the Not Evaluated, Correct, and Not Correct buttons to verify the existing data or suggest updates. An “Unsaved” indicator will appear in the list of evaluations if there are unsaved changes. Evaluations will remain in your list until the status of the evaluation is set to “Closed” in Assetas online.

New Form

The New Form option on the home page initiates a new form for population. Next, select any Form Type to submit a new form of that type. Changes to forms are auto-saved every 20 seconds. Auto-saved forms will appear in the ‘Draft Forms’ folder until they are submitted.

After completion, select Submit to submit the form and return to the home page. This will trigger a sync if there is connectivity. If there is no connectivity, Trek will save the completed form as a local change for immediate processing when synced next. 

At the bottom of the form, you may also choose to save your form as a draft or delete the draft and return to the list of form types.

Note: To delete a photo or file attachment added in a form, tap on
the thumbnail of the photo or attachment and confirm if you want the item
deleted.

Draft Forms

From the home page, select Draft Forms to continue working on an existing form. Changes to draft forms will be synced with Assetas online post Save, when there is connectivity.

Swipe on a draft form to edit or delete it. After completion, select Submit to submit the form and return to the home page. This will trigger a sync if there is connectivity. If there is no connectivity, Trek will save the completed form as a local change for immediate processing when synced next. Please note that if switching instances, recently-modified draft forms from the previous instance may appear in the current instance for a few minutes.

The numeric indicator displays how many draft forms are assigned to
you, up to the maximum allowed amount.

At the bottom of the form, you may also choose to save your form as a draft or delete the draft and return to the home page. Forms that were automatically dispatched by Assetas cannot be deleted without the appropriate security permissions.

Documents

Selected types of documents are available for offline viewing, including URL links, PDFs, and photos. To access documents offline, documents must first be loaded to Assetas online, associated with at least one contact or contact group, and “Visible in Trek” must be toggled to “Yes” in the document details section.

The numeric indicator displays the number of offline documents available for your use in Trek, up to the maximum allowed amount.

Lookup

The Lookup option on the home page allows the user to lookup one or more asset or contact records by scanning or entering their asset name, contact name, tracking code(s), or hex values encoded with the tracking code. Enter multiple values separated with semi-colons in the Search field. Alternatively, use the device’s camera to scan the barcode or QR code.

When using an RFID scanner, open Lookup and enter the tracking code of the item in the Search bar. Locate the item in the list, then click on the item record. This will automatically launch the Ping functionality. Begin scanning, and when the RFID reader is in range of the item, Trek will audibly notify you and will update the “Last Scanned” field to “just now”.

Outbox

The Outbox displays header information for submitted forms, evaluations, and closed tasks when the device is both online and offline. The Outbox will retain submitted records for 72 hours from the submission date.