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Chapter 5: Managing Data

Place this file in the

ToPDA

folder in your HotSync folder and it will be uploaded during the next

HotSync operation.

AccuScan PalmM-0002.010

Summary of Contents for AccuScan Palm

Page 1: ...rademarks are the property of their respective owners MGM SOLUTIONS INC WILL NOT BE LIABLE FOR A ANY BUG ERROR OMISSION DEFECT DEFICIENCY OR NONCONFORMITY IN ACCUSCAN PALM OR THIS DOCUMENTATION B IMPL...

Page 2: ...ed 11 3 2 1 General Session Settings 11 3 2 2 HotSync Settings 12 3 2 3 Data Storage and Transfer Settings 13 3 2 4 Backup Settings 14 3 3 Deploying Configured Sessions to Multiple Users 15 Chapter 4...

Page 3: ...own Lists to the PDA 32 5 5 4 Sending Field Hints to the PDA Pro version only 32 Chapter 6 Administration Settings 34 6 1 Setting Passwords 34 6 1 2 Enable Protection for 34 6 2 Deploying Configured S...

Page 4: ...Computer Inventory Job Material Management Time Tracking Trade Show Visitor Tracking Electronic Signature Capture 1 2 New Features in AccuScan Palm 2 0 Great feedback from AccuScan Palm users leads to...

Page 5: ...m administrator needs to deploy AccuScan Palm sessions to a mobile workforce Chapter 6 should be read thoroughly In order to ease the learning process of AccuScan Palm a registered user receives free...

Page 6: ...also allows for Custom HotSync paths allowing users to specify a specific file download location Below is a list of the more popular programs and databases AccuScan Palm is integrated with Excel Micro...

Page 7: ...ap the AccuScan Palm icon 6 Select the mode you want Standard or Pro then click the Try It Button 7 Click the New button to create a new record 8 Test your scanner by scanning a barcode Refer to your...

Page 8: ...ur Registration Code at the Code prompt 4 If the Registration Code is valid you will receive a Thank you for Purchasing AccuScan Palm message 2 4 Upgrading AccuScan Palm To upgrade from an existing ve...

Page 9: ...nc Path feature is available only in AccuScan Palm 2 0 Pro edition 2 5 Removing AccuScan Palm Installation In the unlikely event that you would like to remove AccuScan Palm from your PDA follow these...

Page 10: ...session attributes to meet your data capture needs Chapter 4 details how to configure individual fields within a Session 3 1 Configuring Session Attributes The first step in creating a AccuScan Palm S...

Page 11: ...used and you can proceed directly to Field Settings Chapter 4 if you wish to use default session settings 3 2 Session Settings Explained 3 2 1 General Session Settings General Session Settings are use...

Page 12: ...database and compare the database values to the actual inventory levels To speed this process the Edit on scan Find in grid setting is enabled When an item is scanned in the find field and located in...

Page 13: ...e changed to include the username that sent the data An example of a filename using this option is S01_data_johnsmith txt When the Custom HotSync Folder feature is used the ToPDA folder is expected as...

Page 14: ...ption is enabled the user configured field names are provided in the generated data file Depending on the file format this is represented in different ways For all of the text data transfers the Field...

Page 15: ...The Palm database containing session configuration information Backup Drop down Lists When this option is selected any drop down list databases used on the PDA are saved to the Palm Desktop backup lo...

Page 16: ...wer of AccuScan Palm some of these settings may need modification for your specific needs Proper field configuration may speed up data acquisition and may prevent data input errors again depending on...

Page 17: ...ypes in more detail AccuScan Settings General AccuScan Settings General 7 Enter General field settings Section 4 2 2 discusses these settings in more detail AccuScan Settings General 8 Enter additiona...

Page 18: ...eneral Text Text fields should be chosen when data is to be entered via a bar code keyboard or graffiti The Text type does not restrict input in any way and can store up to 30 characters AccuScan Sett...

Page 19: ...option for that field Refer to Section 4 2 4 for more information regarding Update Variables AccuScan Settings General DATE When DATE is selected the current date is automatically entered in the field...

Page 20: ...and Field settings section of this manual for more information in those areas The INCR variable type can also be used to count backwards by setting the second number to a negative value When the fiel...

Page 21: ...Hint is selected a field Hint can be entered as reference for the chosen field in the provided memo space This feature is used to provide reference details about the information being captured in a p...

Page 22: ...visible in the Main Screen grid A maximum of 4 fields is available for display in the grid Only the first 4 fields with this option set on are displayed Subsequent fields with this option set on are...

Page 23: ...tire session for this field This does not prevent the same data from being entered into another field within this session however If a field is submitted and it violates the Unique Within Table settin...

Page 24: ...Auto Find on Scan When Auto Find on Scan is selected the database will search the session table for a record with a matching value in that field If a matching value is found the data entry screen is...

Page 25: ...the PC Update option This gives the user the ability to avoid accidentally overwriting any existing list information created on the PDA If you wish to allow list contents to be uploaded from the PC fo...

Page 26: ...imply choose the value to be edited and select the appropriate button NOTE List Items may also be deployed to multiple users In most multi user cases the PC update option would be used but it is also...

Page 27: ...hese are discussed below Done Button Click the Done button when you have finished entering data and would like to return to the Main Screen You will be prompted as to whether you would like to save th...

Page 28: ...he user to move up one field on the Entry Screen Please note that this does not follow the Go To field settings It simply moves up one field on the Entry screen The Down Arrow key allows the user to m...

Page 29: ...ndard HotSync process The POS X installation provides a shortcut for accessing your data folder This shortcut is available from the Start Menu Programs AccuScan Palm Browse Data link This link provide...

Page 30: ...ile Open 2 Browse to the AccuScan Palm generated text file 3 Select the file and Click Open 4 Answer any questions regarding the type of data file as is appropriate 5 You should now see your AccuScan...

Page 31: ...2_data txt and must be located in the ToPDA as described above The required file definition for sending session data from the PC to the PDA is as follows CR indicates a carriage return line break and...

Page 32: ...t field as a drop down list This must still be set in the Field Settings screen of the PDA application Please refer to Chapter 4 for instructions on setting field properties The format for the list fi...

Page 33: ...Chapter 5 Managing Data Place this file in the ToPDA folder in your HotSync folder and it will be uploaded during the next HotSync operation AccuScan PalmM 0002 010 33...

Page 34: ...n Settings Field Settings Delete One Record Delete All Records and Edit Records Refer to Sections 6 1 2 AccuScan Passwords 6 1 2 Enable Protection for Session Settings When protection is enabled for S...

Page 35: ...section 5 4 2 for complete instructions 7 If the session consists of field hints the field hints backup file must be placed in the User Data Folders 8 Perform HotSync of those user s 9 The Session se...

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