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Cartegraph Campus

Cartegraph AMS Self-Service Guide: System Overview

In this session you will learn how to:

  • Sign in to both the web browser and smartphone app
  • Use the Cartegraph One smartphone app
  • Access your Cartegraph data in a web browser

Getting Started

The first step to getting started is signing in. As part of your initiation process, Cartegraph will provide you with a web link (URL), user name, and password. 

Browser

To access the web application, simply use the web link provided and sign in. If you have any trouble or aren’t sure what your user name and password are, contact support@cartegraph.com.

Smartphone

For the Cartegraph One mobile application, you will use the same user name and password.  But first, you need to download the app and point it to your URL. Learn more.

Mobile First

We want you to hit the ground running, and the Cartegraph One application was designed to help you do just that. Get started using the system right away by understanding the functionality this app provides you.

Where are my assets?

Since you likely don’t have any assets loaded into the system yet, you can certainly create them as you go. Once the asset exists, you can then document the work (tasks) you have completed on that asset. If you want to jump start your system by pre-loading it with your existing inventory data, the System Configuration session of the self-service guide will walk you through those steps.    

If you don’t have enough information about an asset to create it but you know work needs to be done, you can create a non-asset task to identify where and what work needs to be done. After the asset has been created, you can associate the task to the asset.  The Tasks session of the self-service guide will walk you through those steps. 

What about my resources and cost?

On a task, you will be able to identify who worked on that task (labor) and how long (hours). However, the cost will calculate to $0 until a rate is set up for each laborer.  The System Configuration session of your learning path will walk you through those steps. Other resources including Equipment and Material will not be available until you complete the Resources session of the self-service guide.

The Cartegraph One app allows you to jump right in and get started using the system. Don’t worry if you feel like you need a little more understanding of the concepts and configuration options available to you. The Cartegraph’s self-service guide will walk you through all of those pieces including System Configuration, Assets, Tasks, Resources, and Administration. The good news is the concepts you learn for the browser application also apply to the mobile application and vice versa. The Cartegraph system is one solution that you can use both on the road and in the office—just pick the right tool—smartphone or browser—for the job.  Next, let’s take a look at what you can do from a web browser.

System Overview

Accessing Cartegraph from a web browser provides you with extended capabilities.  We will start by introducing you to the concepts that exist in the web browser and how to navigate the system.  Keep in mind, when you sign in to your own system, you may not have a lot of data there yet.  For example, something like a dashboard gadget may not have much to show. As your system grows, so will the power of what you can do with it.

Navigation

After you have signed in to Cartegraph from a web browser, the first screen you see is the Home Screen with several reporting gadgets. This gives you an overview of activity for your organization.

Review the different views of the system and how to navigate around Cartegraph.

Views

Whether you are on the Work tab or Assets tab, you have both a List View and a Map View. 

Learn more about what you accomplish with each view.

Layers and Filters

Layers and filters allow you to find and visualize data.

Quick filters will help you find what you’re looking for most of the time. This example lets you narrow down the assets you’re looking for with just a few clicks. If you have needs for complex filtering, you can use Advanced Filters. Learn more about the power of filters once you progress into the Advanced Topics session of your Cartegraph Self-Guided training, or jump there now. 

Layers, filters, and maps are features used throughout the system. Once you know how to apply these concepts, learning the rest of the system is easier.

Review

Now that you have completed this session, you should be able to:

  • Create assets and tasks using Cartegraph One
  • Complete tasks and inspections using Cartegraph One
  • View data from both the List View and Map View in the web browser
  • Use Layers and Quick Filters to control what displays in the web browser

Didn’t find what you were looking for?  Search Campus for additional help topics.

Need more help?  Contact support@cartegraph.com to get your questions answered.

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