365 lines
11 KiB
Markdown
365 lines
11 KiB
Markdown
# Canteen Asset Tracker — User Guide
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> A practical guide for technicians, supervisors, and admins using the Canteen Asset Tracker.
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## Table of Contents
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1. [Getting Started](#1-getting-started)
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2. [Logging In](#2-logging-in)
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3. [Adding an Asset](#3-adding-an-asset)
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4. [Checking In on an Asset](#4-checking-in-on-an-asset)
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5. [Finding Assets on the Map](#5-finding-assets-on-the-map)
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6. [Working with Geofences (Service Areas)](#6-working-with-geofences-service-areas)
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7. [Viewing Reports & Dashboard](#7-viewing-reports--dashboard)
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8. [Managing Users](#8-managing-users)
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9. [Settings & Configuration](#9-settings--configuration)
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10. [Tips & Troubleshooting](#10-tips--troubleshooting)
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---
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## 1. Getting Started
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### Accessing the App
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Open your phone or desktop browser and go to:
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```
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https://canteen.ourpad.casa:8901
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```
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> **On your phone:** The app is designed for mobile use — it fits your screen and works with touch controls.
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### Browser Requirements
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- Any modern browser (Chrome, Firefox, Safari, Edge)
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- **Camera access** required for barcode scanning (grant when prompted)
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- **Location/GPS** required for check-in location tagging (grant when prompted)
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- Accept the self-signed certificate warning (it's safe — the cert is auto-generated)
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---
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## 2. Logging In
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### Default Credentials
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| Role | Username | Password |
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|------|----------|----------|
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| Admin | `admin` | `changeme` |
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**⚠️ Change the default password immediately** via Settings → Users → Edit.
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### Login Screen
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1. Enter your **Username**
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2. Enter your **Password**
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3. Check **Remember me** to stay logged in
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4. Tap **Sign In**
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### User Roles
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| Role | Permissions |
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|------|-------------|
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| **Admin** | Full access — create/edit/delete everything, manage users |
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| **Technician** | Add assets, check in, view maps and geofences |
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| **readonly** | Read-only — browse assets, view dashboard and reports |
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---
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## 3. Adding an Asset
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Tap the **📷 Add Asset** tab (bottom nav bar or drawer menu).
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You have three methods:
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### Option A: Barcode Scan
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1. Tap the **📷 Barcode** tab
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2. Point your camera at the asset's barcode
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3. If the barcode exists → asset details load
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4. If new → you're prompted to create the asset with the scanned barcode
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### Option B: OCR (Photo of Machine ID)
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1. Tap the **🔍 OCR** tab
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2. Take a photo of the machine ID sticker
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3. The app extracts the ID number automatically
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4. Confirm and fill in remaining details
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### Option C: Manual Entry
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Tap **✏️ Manual** and fill out the form:
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**Required fields:**
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- **Machine ID** — unique identifier (often found on a sticker)
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- **Asset Name** — descriptive name (e.g., "Walk-In Cooler")
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**Optional details:**
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- Serial Number, Description
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- **Category** — Equipment, Furniture, Appliances, etc.
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- **Make** — brand/manufacturer
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- **Model** — specific model
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- **Status** — Active, Maintenance, Retired
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**📍 Directions & Access** — critical for finding the asset later:
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- Address / Trailer Number
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- Building name and number
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- Floor and Room
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- Walking directions (e.g., "Enter through loading dock, go left")
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- Map link or tap **Pin** to drop a GPS pin
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- Parking location
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**🔑 Keys needed:**
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Tap **+ Add Key** to record which keys are required (e.g., MK300, Master Key, Padlock Key)
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**🪪 Security Badges:**
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Check which badges are required for access (Contractor, Employee, Visitor, etc.)
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**🏢 Customer & Location:**
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Select the customer and site location from dropdowns.
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**📸 Photo:**
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Tap the camera area to take a photo of the asset.
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### Save
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- **Create Asset** — saves and stays on the form
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- **+ Add Another** — saves and clears the form for the next asset
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---
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## 4. Checking In on an Asset
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### From the Asset Detail View
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1. Tap **📦 Asset List**
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2. Search or browse to find the asset
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3. Tap on the asset row to open details
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4. Tap **Check In**
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5. Your GPS location is captured automatically
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6. Optionally add notes or a photo
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7. Tap **Submit**
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### Via the Dashboard
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- The **Recent Activity** feed shows the latest check-ins
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- Tap any check-in entry to see details
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---
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## 5. Finding Assets on the Map
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Tap the **🗺️ Map** tab.
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### Toggle Layers
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| Button | What it does |
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|--------|-------------|
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| 📍 **Pins** | Show/hide asset location pins on the map |
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| 🔥 **Heatmap** | Show/hide a color heatmap of asset density |
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| ✏️ **Add Geofence** | Start drawing a service area polygon |
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| ◎ **My Location** | Center the map on your current GPS position |
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### Using Asset Pins
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- Each pin represents an asset with GPS coordinates
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- **Tap a pin** to see: asset name, machine ID, status, category
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- **Directions** — opens Google Maps navigation to that asset
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- **Details** — opens the full asset record
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### Getting Directions
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1. Find the asset on the map (or in Asset List → Details)
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2. Tap **Directions** or the map link
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3. Google Maps opens with the asset as the destination
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---
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## 6. Working with Geofences (Service Areas)
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Geofences let you draw **service zones** on the map and assign **technicians** to cover each zone.
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### Creating a Geofence
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1. Tap the **🗺️ Map** tab
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2. Tap **✏️ Add Geofence**
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3. Tap points on the map to draw a polygon around your service area
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4. Tap the last point to close the shape
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5. Name the zone (e.g., "Downtown Orlando", "Building A")
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6. Choose a color
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7. Tap **Save**
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### Viewing Geofences
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- Saved geofences appear as colored polygons on the map
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- Tap a polygon to see the zone name and assigned users
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### Assigning Users to a Geofence
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Assigning a technician to a geofence means that zone is **their service area**.
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1. Tap a geofence polygon on the map
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2. In the popup, tap **👤 Assign**
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3. A dialog shows all users with checkboxes
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4. Check the technicians who cover this zone
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5. Tap **Save**
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Or from the geofence list (below the map):
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- Each zone shows an 👤 badge with the number of assigned users
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- Tap **Assign** to open the same dialog
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### Removing User Assignment
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Same process — uncheck a user and save. The user is removed from that service area.
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### Listing a User's Service Areas
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To see all zones a technician is assigned to:
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```
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GET /api/users/{user_id}/geofences
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```
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This returns every geofence the user is assigned to — useful for filtering work orders by territory.
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---
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## 7. Viewing Reports & Dashboard
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### Dashboard
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Tap the **📊 Dash** tab to see:
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- **Total Assets** count
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- **Total Check-ins** count
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- **Active Technicians** count
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- Breakdowns by category, status, and manufacturer
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- **Most Visited Assets** ranking
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- **Recent Activity** feed
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- **Quick Actions** for CSV exports
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### Exporting Reports
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From the Dashboard, tap:
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| Button | What you get |
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| 📋 **Assets CSV** | All assets with location, status, keys, badges |
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| 📍 **Check-ins CSV** | Check-in history with GPS, timestamps, notes |
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| 📊 **Service Summary** | Report grouped by customer/location |
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CSV files download to your device and can be opened in Excel, Google Sheets, or any spreadsheet app.
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### Reports Tab
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The **📋 Reports** tab has additional export options and filterable reports.
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---
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## 8. Managing Users
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### Adding a User
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1. Tap **⚙️ Settings** (from drawer menu)
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2. Scroll to the **Users** section
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3. Tap **+ Add**
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4. Enter: Username, Password, Display Name, Role
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5. Tap **Save**
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### Editing a User
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1. Tap the **✏️** (edit) button next to the user
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2. Update fields
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3. Tap **Save**
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### Deleting a User
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1. Tap the **🗑️** (delete) button next to the user
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2. Confirm deletion
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3. The user is removed from the system and all geofence assignments are cleaned up automatically
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> **Note:** Deleting a user also removes their geofence assignments (cascade delete). It does NOT delete assets or check-ins created by that user.
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---
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## 9. Settings & Configuration
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### Managing Dropdown Lists
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In **⚙️ Settings** you can add, edit, or delete values for:
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| List | Example Values |
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|------|---------------|
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| **Categories** | Equipment, Furniture, Appliances, Utensils & Serveware, Other |
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| **Makes** | Cambro, Hobart, Metro, Rubbermaid, Vollrath |
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| **Models** | Specific models under each make |
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| **Key Names** | MK300, Master Key, Padlock Key, Red Key, Green Dot |
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| **Key Types** | Barrel, Flat, Standard, Tubular, Round Short |
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| **Security Badges** | Employee Badge, Contractor Badge, Visitor Badge |
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### Changing Theme
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Tap the **Theme** dropdown in Settings to switch between:
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- **Dark** (default) — easier on the eyes in low-light
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- **Light** — better in bright environments
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### Resetting the Database
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> ⚠️ **Warning:** This permanently deletes ALL data — assets, check-ins, geofences, users, everything.
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1. Go to **⚙️ Settings**
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2. Scroll to the bottom
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3. Tap **🗑 Reset Database** (red button)
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4. Confirm by typing "DELETE" in the prompt
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5. Tap **Confirm**
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The app will restart with fresh default data (admin account and example settings).
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---
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## 10. Tips & Troubleshooting
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### Common Issues
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| Problem | Solution |
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| **Can't log in** | Check caps lock. Passwords are case-sensitive. Ask an admin to reset your password. |
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| **Camera not working** | Grant camera permission when prompted. On iPhone, check Settings → Safari → Camera. |
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| **GPS not working** | Grant location permission. On Android, use "While using the app" not "Deny". |
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| **Map tiles not loading** | Check your internet connection. OpenStreetMap tiles require internet access. |
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| **"User denied Geolocation"** | Refresh the page and allow location when prompted. |
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| **Barcode won't scan** | Ensure good lighting. Hold the phone 4-8 inches from the barcode. Try the manual entry instead. |
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| **502 Bad Gateway** | The server may be restarting. Wait 30 seconds and refresh. |
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### Best Practices
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- **Add photos** — a picture of the asset saves time for the next technician
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- **Be specific with directions** — "Behind the walk-in cooler, third shelf from the top" is better than "In the back"
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- **Record key info** — note which keys and badges are needed before you go
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- **Check in every visit** — this builds the service history and helps with billing
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- **Assign geofences** — when a technician joins, assign their service areas so route planning is clear
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### Keyboard Shortcuts (Desktop)
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- **Esc** — Close modals / dialogs
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- **Enter** — Submit forms
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- **Menu** → click away — Close drawer
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### Offline / Low Connectivity
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The app requires an internet connection to load data. If connectivity is poor:
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1. Load the page while connected
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2. Navigate to the data you need (it stays in browser memory)
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3. Don't refresh until you're back online
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For full offline support, use the **Android app** which caches data locally.
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