Rice Lake OnTrak Truck Scale Data Management - Quick Reference Guide - Manual

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OnTrak Quick Reference Guide
Login Procedures
1. From the Start menu, select All Programs » Rice
Lake Weighing Systems » OnTrak .
2. Type the login name and password, and press
Enter .
Note: The default login (case-sensitive) is:
username: Administrator
password: password
Changing the Default Password
1. From the View menu, select Users .
2. Click on Administrator .
3. Click Edit/View .
4. Click Set Password .
5. Type and confirm the new password, then
click Save .
6. Click Save again.
7. Click Close .
Adding Users
1. From the View menu, select Users .
2. Click Add .
3. Type the new user’s username.
4. Under Roles, select whether you want the user
to have administrator (full) access or user
(restricted) access.
5. If you want the user to have a password, click
Set Password . Then, type and confirm the
password and click Save .
Note: If you do not specify a password, the user can log in by
entering their username and leaving the password blank.
6. When finished, click the Save button.
Note: To add more users, repeat steps 2-6.
7. Click Close .
Adding Customers
1. From the View menu, select Customers .
2. Click Add .
3. Enter Customer ID (required); Name
(required); and all other information
(optional).
4. Click the Save button.
Note: To add additional customers, repeat steps 2-4.
5. When finished, click Close .
Adding Products
1. From the View menu, select Products .
2. Click Add .
3. Enter Product ID (required); Name (required);
and all other information (optional).
4. Click the Save button.
Note: To add additional products, repeat steps 2-4.
5. When finished, click Close .
Adding Haulers
1. From the View menu, select Haulers .
2. Click Add .
3. Enter the Name (required) and all other
information (optional).
4. Click the Save button.
Note: To add additional haulers, repeat steps 2-4.
5. When finished, click Close .
Adding Trucks
1. From the View menu, select Trucks .
2. Click Add .
3. Enter the Truck ID (required) and all other
information (optional).
4. Complete the Tare and Defaults tabs
(optional).
5. Click the Save button.
Note: To add additional trucks, repeat steps 2-5.
6. When finished, click Close .
Adding Jobs
1. From the View menu, select Jobs .
2. Click Add .
3. Enter the Name (required).
4. From the Customer pull-down list, select a
customer for the job.
5. Complete all other information (optional).
6. Click the Save button.
Note: To add additional jobs, repeat steps 2-6.
7. When finished, click Close.
Adding Discounts
1. From the View menu, select Discounts .
2. Click Add .
3. Enter the Discount Name and Rate.
4. Click the Save button.
Note: To add additional discounts, repeat steps 2-4.
5. When finished, click Close .
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