Tracker Application (Windows Tablet)

Setting Up

• Tracker.exe can be downloaded from Tools or the Shared Drive\Downloads\... folder.  

• For Dual Mode, a Data folder is needed that contains a metadata backup of the BOS Enterprise Database. The backup must be made from the Live Database after it has been upgraded.

• The Settings icon on the Login Screen opens a utility to create the TRACKER.INI based on the selected mode. The selected modes are Connected or Dual.

• The Database Connection strings must be added to the TRACKER.INI file. The INI file must be formatted as follows:

  • [SERVERDB] path = server:localDBpath

  • [LOCALDB] path = server:localDBpath 

• For Connect Mode, the [LOCALDB] path = Live DB and the [SERVERDB] item is not required.

How Dual Mode Works

• Tracker can run in Offline (red icon) or in Online (green icon) mode. 

• The Local Database is always updated in Online mode. The Server is also updated in real time.

• If Tracker is Offline, updated records are flagged. When switched to Online mode, the Server is updated with all the flagged changes.

• The Local Database starts out as a metadata-only copy of the Server Database which does not contain any data. Data is only downloaded when a user logs while online. The first login must be Online so that the user and transaction data can be downloaded to the local database.

• The Local Database is a temporary database that only contains a subset of the data the user is working on. This data is copied to the Server. When closing Tracker, users are warned if there are records in the local database that have not been uploaded.

Settings

Timekeeping

• See the Timekeeping Module for Tracker timekeeping settings.

Transaction Type Settings

ℹ️ Inventory movement transactions require Connected Mode.

Navigation: Main Menu > Setup > Settings > Transactions (tab)

The following modules can be added to transaction types (e.g. Delivery Notes, Task Orders, Work Orders) to enable them:

• Tracker > Module: Deliveries: Allows customers to digitally sign for the goods.

• Tracker > Module: Field Service: Can capture photos and obtain digital signatures to confirm timekeeping.

• Tracker > Module: Issued Goods (Select the Issue Transaction): Used to issue goods. 

• Tracker > Module: Issue Inventory (Select the Issue Transaction): Used to issue inventory items.

• Tracker > Module: Receive Goods (Select the Receive Transaction): Used to receive goods.

• Tracker > Module: Receive Inventory (Select the Receive Transaction): Used to receive inventory items.

• Tracker > Module: Timekeeping: Allows the time it takes to complete a job to be recorded.

Login Screen

• Keypad: Used to type the login pin.

• Login: Allows the user to login if their pin has been entered. 

  • When in Dual Mode, the green Login button connects to the Local and Remote Databases. 

  • The red Login button connects only to the Local Database.  

  • In Connected Mode, only the green Login button applies. Users cannot login if they are offline.

• Manage: Navigates to a screen with these functions:

  • Pause / Resume multiple jobs

  • Stop multiple jobs

  • Clock out multiple users

• Settings (Icon)

  • Mode: Select Connected or Dual - Connected and Offline.

  • Database: Fields to enter the database server and path depending on the selected mode.

  • Create TRACKER.INI file: Creates the Tracker.ini file.

Manage Screen

Filters Explained

• Paused: Displays all the active jobs that were paused.

• Working: Displays all the active jobs.

• Clocked: Displays all the users who are clocked in.

Select

Fields are selected and unselected by clicking them, but the following two buttons can also be used:

• • Select: Selects unselected fields

  • Unselect: Unselects selected fields. 

Actions

ℹ️ The actions displayed change based on the selected Filter.

• Pause: Pauses all the selected active jobs. (Displayed if Working (button) is greyed out.)

• Stop: Stops all the selected active jobs.  (Displayed if Working (button) is greyed out.)

• Clock Out: Clocks out the selected users. (Displayed if Clocked (button) is greyed out.)

• Resume: Resumes the selected pause jobs. (Displayed if Paused (button) is greyed out.)

• Cancel: Cancels the paused jobs. (Displayed if Pause (button) is greyed out.)

Button

• Back: Returns to the login screen.

Start Screen

• Tile buttons for all the features enabled. For example:

  • DN - Deliveries

  • WO - Field Service

  • DN - Timekeeping

  • WO - Timekeeping

• Refresh: Updates data to and from the server.

• Logout: Logs the user out of the Tracker app. A warning is displayed if one or more records have not been uploaded to the Server.

Related Topics

• Setup Guides: Tracker App

• Tutorials: Tracker App Timekeeping (only includes production-related features)

• Reference: Deliveries (Tracker)

• Reference: Field Service (Tracker)

• Reference: Issue/Receive (Tracker)

• Reference: Timekeeping (Tracker)