223 lines
7.2 KiB
Markdown
223 lines
7.2 KiB
Markdown
# Canteen Asset Tracker — User Guide
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> A practical guide for technicians, supervisors, and admins using the Canteen Asset Tracker on mobile (Pixel 9a shown).
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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. [Tips & Troubleshooting](#8-tips--troubleshooting)
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9. [Admin Panel](#9-admin-panel)
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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
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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. Pixel 9a viewport shown in screenshots.
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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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---
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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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### Steps
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1. Open https://canteen.ourpad.casa in your browser
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2. Tap **Username** and enter your username
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3. Tap **Password** and enter your password
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4. Check **Remember me** if you want to stay logged in for 30 days
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5. Tap **Sign In**
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### After Login
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Once logged in, you'll see the main dashboard. The default view shows the **Add Asset** tab with options for barcode scanning, OCR, or manual entry.
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### Navigation
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The bottom tab bar gives you quick access to:
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- **➕ Add** — Add a new asset via barcode, OCR, or manual form
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- **📋 Assets** — Browse and search all assets
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- **🗺️ Map** — View assets on the map with geofences and heatmap
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- **🧭 Nav** — Navigation tools
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- **⋯ More** — Open the drawer for Settings, Reports, and Logout
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---
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## 3. Adding an Asset
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The app offers three ways to add an asset:
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### Option A: Barcode Scan (fastest)
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1. Tap the **Barcode** toggle on the Add Asset tab
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2. Tap **Tap to start camera** and grant camera permission
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3. Point the camera at the asset's barcode sticker
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4. The scanner auto-detects the barcode and looks it up in the database
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- **Asset found** → automatically redirected to the detailed asset view on the Assets tab (with auto check-in if GPS available)
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- **Not found** → shown the Create New Asset form with the scanned code pre-filled
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5. From the detail view, you can tap **Check In**, **Edit**, or **Delete**
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### Option B: OCR (photo of label)
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1. Tap the **OCR** toggle
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2. Tap **Take Photo** or **Pick Photo** to capture the asset's label
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3. The app extracts the machine ID using text recognition
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4. Review and correct if needed, then tap **Create Asset**
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### Option C: Manual Entry
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Tap **Manual** to fill in all fields by hand:
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Fields:
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- **Machine ID** — The asset's unique ID (required)
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- **Name** — A descriptive name (required)
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- **Category** — e.g. Appliances, Furniture, Electronics
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- **Status** — active, maintenance, retired
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- **Serial Number** — Optional
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- **Make / Model** — Optional
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- **Address / Location Info** — Where the asset is located
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- **GPS Coordinates** — Tap the 📍 button to auto-fill your current location
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- **Photo** — Optional, upload an image of the asset
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- **Notes** — Any additional information
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---
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## 4. Checking In on an Asset
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1. From the **Assets** list, tap an asset to open its detail view
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2. Tap **Check In**
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3. The app captures your GPS location automatically
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4. Add any notes about the visit
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5. Tap **Submit Check-in**
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Each check-in creates a **Visit** record, which is used for service tracking and reporting.
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---
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## 5. Finding Assets on the Map
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Tap the **🗺️ Map** tab to view all assets plotted on an interactive map.
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Features:
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- **Blue pins** mark asset locations
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- **Toggle Pins** button shows/hides asset markers
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- **Heatmap** view shows asset density
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- **🎯 My GPS** button centers the map on your location (requires GPS permission)
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- Tap a pin to see asset details and get directions
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The map is powered by **Leaflet** with **OpenStreetMap** tiles — no API key needed.
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---
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## 6. Working with Geofences (Service Areas)
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Geofences are managed from the **admin panel** (see Admin Guide). Once created, they appear on the main app's map as colored polygons:
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- Tap a geofence polygon to see its name and details
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- Geofences help organize assets by service area or route
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---
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## 7. Viewing Reports & Dashboard
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The Dashboard tab shows:
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- **Total assets** and **total check-ins** counts
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- **Recent activity** feed showing who did what
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- **Category and status breakdowns**
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Access the drawer menu (**⋯ More**) → **Dashboard** for a full view.
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---
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## 8. Tips & Troubleshooting
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### GPS Not Working
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- Tap the **📍 Tap for GPS** badge in the top header (it prompts the permission)
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- If prompted, tap **Allow** on the browser's location permission dialog
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- On Pixel 9a / Android: ensure Location is enabled in Quick Settings
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- If GPS still doesn't work, open browser settings → Site Settings → Location → Allow
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### Camera Not Working
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- Ensure you're on **HTTPS** (camera requires a secure connection)
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- Grant camera permission when prompted by the browser
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- Try the **Pick Photo** option instead — it uses the gallery and may work better on some browsers
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### Barcode Not Scanning
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- Ensure good lighting on the barcode
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- Hold the camera steady about 4-6 inches from the label
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- Try **OCR** mode if the barcode is damaged or smudged
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### Login Issues
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- Check your username and password
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- Use the **admin / changeme** default credentials if they haven't been changed
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- Contact your supervisor for password resets
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### App Not Loading / Blank Page
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- Hard refresh: long-press the browser refresh icon → **Bypass Cache**
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- Clear site data: browser settings → Site Settings → Clear data
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- If the problem persists, the server may be down — contact IT support
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---
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> **Pro tip:** For the best mobile experience, add the app to your home screen:
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> Chrome → Menu → **Add to Home Screen**. It opens like a native app!
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---
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## 9. Admin Panel
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The **Admin Panel** at [admin.canteen.ourpad.casa](https://admin.canteen.ourpad.casa) provides management tools for:
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- **Dashboard** — Overview of all assets, check-ins, customers, and users
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- **Settings** — Manage categories, makes/models, key types, badge types
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- **Users** — Create and manage user accounts with role-based access
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- **Customers** — Manage customer accounts and locations
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- **Activity Log** — Full audit trail with filters and pagination
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- **Export** — Export asset and check-in data as CSV
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- **Import** — Upload Excel files to import asset data
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> See the **[Admin Guide](ADMIN_GUIDE.md)** for full documentation.
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