Manual

SimplyRFiD Pogi Server User Manual

Chapter 1: Introduction
Chapter 2: Accessing Pogi Server
Chapter 3: Dashboard Page
Chapter 4: Current and History View Pages
Chapter 5: Quick Tag
Chapter 6: Report Pages
Chapter 7: User Management
Chapter 8: Marker Management
Chapter 9: Groups Management
Chapter 10: Location Management
Chapter 11: Settings
Chapter 1: Introduction

Thank you for purchasing SimplyRFID’s Pogi Server. Before using the product, please read this manual carefully to fully understand the functions and performance of the Pogi Server so as to ensure correct use.

Key Functions

1. Database Storage Pogi is a web-based server that stores the essential RFID tag data for inventory management and control. Pogi stores the following information: Tag ID, Asset ID, Read Date, Tag State, Location.

2. Optimized Speed in Database Search

Key Features

1. Report Generation The report generation module allows you to directly extract all the information you want from the database and either view it directly online or export it in open formats via Application Program Interface (API) or to an end-user running a web User Interface (UI).

Pogi can run complex reports (real-time mapping, alarms, workflow) and may be integrated with cubing or data mining storage for heavily complex queries.

2. Database Filtering Database filtering allows you to see only the data that you want displayed in Pogi database. You can use filters to display specific records in a report, query, or datasheet.

Limitation

Pogi does not act on the data, it is optimized to rapidly store and search data.

Chapter 2: Accessing Pogi Server

Upon purchase of the Pogi product, you will be provided with a dedicated Pogi Web Address together with login credentials to be used to access the Pogi Server. Pogi Login

To Access the Pogi Server:
  1. Open a web browser and type in the Pogi Web Address. (See your welcome email for the link)
  2. On the LOGIN page, type the username and password.
  3. Click LOGIN.

Navigating Through Pogi

Pogi has several pages, each having different functionalities and can be accessible through the Navigation Panel on the left hand side of the page. Also shown on the upper right corner is the current user that is logged in. Pogi Header Pressing the Menu button will expand the navigation pane on the left hand side of the page. Navigation Panel

  1. Dashboard Button - It allows you to switch to the Dashboard page
  2. Historical View Button - It allows you to switch to the Historical View page
  3. Quick Tag Button - It allows you to open the create Quick Tag page
  4. Report Page Button - It allows you to open the Report pages
  5. Users Button - It allows you to switch to the User management page
  6. Markers Button - It allows you to switch to the Markers management page
  7. Groups Button - It allows you to switch to the Groups management page
  8. Locations Button - It allows you to switch to the Location management page
  9. Settings - It allows you to switch to the Settings page
  10. Logout - It allows you to end the current session
Chapter 3: Dashboard Page

Upon login, the Pogi Dashboard appears on your screen. This contains the charts and graphs for quick data visualization. Pogi Dashboard

Chapter 4: Current and History View Pages

The Current View page shows all of the current items in the inventory. This also contains various tools for searching the database, importing items, doing batch actions for multiple items, and generating reports.

Current View Page Current View sample results page

The History View page displays tag movement information. It also contains search tool allows you to filter information from the database and display specific records in a report, query, or datasheet.

Historical View Page Historical View sample results page

I. Search

Search Bar Search Parameters - Selection list for specifying which column/field to start search query.
Search Field - Text entry for searching specific items with the selected search parameter.
Search Button - Triggers the start of the search query.
Filter Button - Opens the filter options.
Reset Button - Clears all search and filter parameters.
Filter Options Update Date (from) - It indicates the start date of the search query.
Update Date (to) - It indicates the end date of the search query.
Location - It indicates the specific location of RFID Tag data to search.
Marker - It indicates the Marker of the RFID Tag data to search.
Reset Button - Resets all the filter fields and the search results.
Apply Button - It will apply the specified filter parameters.

How to Search the RFID Tag Database

  1. Go to the Search section
  2. Select a search parameter in the Search Parameters
  3. Type in the search item on the Search Field
  4. Click the Search button to display the search results.
  5. Add additional information on the filter fields to narrow down the results: Dates, Marker, Location and click Apply.
II. Search Results

The Search Results page displays the results on the search parameters you’ve set using the Filters Search. You can set the number of items to be displayed on the search results page using the “Show” field. The current default is set at 15 items per page.

Results List

The table columns for the Search Results can be modified through the Show/Hide columns button found on the right side of the Filter. Each column can be toggled on/off through their individual toggle button and rearranged by dragging the column item up or down. The Show selector in the settings is for setting the number of items to show, changing this will also automatically update the table.

Current View Settings

Item Sorting Headers

The Search Results Columns have a built-in sort function that can sort the values either in ascending or descending order. To sort a data set just Click on the column header title to toggle ascending or descending order.

Item Details
Clicking on the item row will open up the item info modal which contains the basic information associated with the item. Item Details

Item Action
Clicking the Action Button found on the right side of the row will give you the option to Edit, Delete or Track the item. Item Action Button

1. Edit Item
Selecting this action will allow the user to edit the associated item information. Edit Item Modal 2. Delete Item
Selecting this action will allow the user to delete the item from the Database. Delete Item Modal 3. Item Tracking
Selecting this action will open a pane containing all the locations and date information tracking the movement of an item. Track Item Modal 4. Packed Items
Selecting this action will open a pane containing all the items packed in this item. Packed Items

III. Page Numbers

The Page Numbers allows you to cycle through the search results. Page Number

IV. Export Button

The Export Buttons allow you to download the data generated by the search results. Export Button

Clicking this button will give you the option to select the format and content.

Export Options

File Format - Select the download file format (CSV or JSON).
Included Columns - Sets whether to include all fields or only the fields visible on the Results List.
Included Rows - Selects whether to include all, visible, or selected items on the Results List.

NOTE: If the data to be downloaded exceeds 10MB, you’ll need to contact Support.

V. Batch Action Button (Current View only)

The batch action allows you to perform batch actions to selected items in the search results. Items can be selected by clicking the checkbox on the left side of the item row in the results table. Action Button

VI. Import Button (Current View only)

The Import tool allows for uploading CSV files to add or update items in the inventory. The formatting can be best derived from the CSV file generated and downloaded through the Report buttons. Import Button

How to Import CSV for inventory

  1. Click on the Import button.
  2. On the Upload File popup click on the Browse button.
  3. Browse and open the CSV file.
  4. Review the CSV data shown in the Structure and Sample Data tabs.
  5. Click Import Data to proceed.
  6. Close the notication once finished.
Chapter 5: Quick Tag

A Quick Tag is a tool for commissioning a tag to an Asset ID and associate it with an RFID Tag that has been added or to be added in the Pogi database.

Quick Tag Page

How to Create a New Quick Tag

  1. On the pop-up window, type in the RFID Tag ID and then select a Location to be commissioned. The other required fields can be filled.
  2. Click the Save button.
  3. A notification button stating “Quick Tag Saved” will appear once the Quick Tag has been saved.
Chapter 6: Report Pages

The Report Pages contains customized read-only reports based on Inventory items. Reports generated on this pages can be printed or saved as PDF or HTML files for documentation purposes.

Audit Report

This report page contains the audit list of present and missing inventory items when Wave app Inventory is saved.

Sample Audit Report Page

Item Report

This report page contains item counts depending on the selected grouping/field. This will give a quick overview of all the items in your inventory.

Sample Item Report Page

Hand Receipt

This report page is used for generating printable receipts or forms that can be used for documenting movement of inventory items.

Sample Hand Receipt Report Page

QuickBooks Migration Tool

This report page is used for generating CSV files that can be used for exporting data to QuickBooks.

QuickBooks Migration Tool

Chapter 7: User Management

The User Management Page allows the Admin type Users to Add, Update, and Delete a user. User Management Page

  1. Search - A text field that filters out the users by their Username or Name.
  2. Show - Changes the maximum number of items to show on the Results.
  3. Results - It displays the results on the search parameters you’ve set.
  4. Action Button - It displays a pop-up window that gives you option to edit or delete a user.
  5. Add User - It displays a popup window that allows you to add a new user.

How to add a new User

  1. Click the Add User button to open the User Info pop-up window. User Info Modal
  2. Type in the Username, Name, and Password on the User Info pop-up window.
  3. Click the OK button.

How to update a User

  1. Click the Action button on the right side of the User's row. User Menu Button
  2. Click on the Edit User button.
  3. Edit the information which is displayed on the User Info pop-up window. User Info Modal
  4. Click OK to save the update on the User Information.
  5. A successful update notification will be displayed.

How to delete a User

  1. Click the Action button on the right side of the User's row. User Menu Button
  2. Click on the Delete User button.
  3. Click the “Delete” button on the confirmation pop-up window to confirm the intentions to delete the user.
  4. Or, click the “Cancel” button to cancel the action to delete the user. Delete User Confirmation

How to show Wave QR Login Code

  1. Click the Action button on the right side of the User's row. User Menu Button
  2. Click on the QR Code button to display the QR code.
  3. Scan the code using your Wave app to login.

Assigning Groups to a User

This can be done if there are Groups created in the Groups Management Page.
User Info Modal with Groups

  1. Click the Add User button or the Edit User button to open the User info Modal.
  2. Toggle the checkbox to assign which group the user is assigned to.
  3. Click OK to save the update on the User Information.
  4. A successful update notification will be displayed.
Chapter 8: Marker Management

The Markers Management Page allows the Admin type Users to Add and Delete markers. Marker Management Page

  1. Search - A text field that filters out the marker by their Marker ID, RFID or location.
  2. Show - Changes the maximum number of items to show on the Results.
  3. Results - It displays the results on the search parameters you’ve set.
  4. Action Button - It displays a pop-up window that gives you option to delete a marker.
  5. Add Marker - It displays a popup window that allows you to add a new marker.

How to add a Marker

  1. Click the Add Marker button to open the Marker Info pop-up window. Marker Info Modal
  2. Type in the RFID and Marker ID, and select a location on the Marker Info pop-up window.
  3. Click OK button to proceed.

How to delete a Marker

  1. Click the Action button on the right side of the Marker's row.
  2. Click the Delete Marker button.
  3. Click the Delete button on the confirmation pop-up window to confirm the intentions to delete the marker.
  4. Click Cancel button to cancel the action to delete the marker.
Chapter 9: Groups Management

Pogi Groups are used for restricting location access for different users. The Groups Management Page allows the Admin type Users to Add, Edit and Delete groups. Assigning groups to a specific user can then be done on the Users Management Page. Once set, the users can now only operate on the locations that is/are assigned to their account.

Groups Management Page

  1. Search - A text field that filters out the group by their name.
  2. Show - Changes the maximum number of items to show on the Results.
  3. Results - It displays the results on the search parameters you’ve set.
  4. Action Button - It displays a pop-up window that gives you option to delete a location.
  5. Add Group - It displays a popup window that allows you to add a new groups.

How to add a New Group

  1. Click the Add Group button to open the Group Info pop-up window.
    Groups Info Modal
  2. Type in the group name in the the Group Info pop-up window.
  3. Select locations that you need to assign in that group.
  4. Click OK button to proceed.

How to edit a Group

  1. Click the Action button on the right side of the group's row.
  2. Click the Edit Group button.
  3. Modify the zones assigned to this group by toggling the check boxes.
  4. Click the OK button to save the new settings.
  5. Click the Cancel button to cancel the action.

How to delete a Location

  1. Click the Action button on the right side of the group's row.
  2. Click the Delete Group button.
  3. Click the Delete button on the confirmation pop-up window to confirm the intentions to delete the group.
  4. Click the Cancel button to cancel the action to delete the group.
Chapter 10: Location Management

The Location Management Page allows the Admin type Users to Add and Delete locations. Location Management Page

  1. Search - A text field that filters out the location by their name.
  2. Show - Changes the maximum number of items to show on the Results.
  3. Results - It displays the results on the search parameters you’ve set.
  4. Action Button - It displays a pop-up window that gives you option to delete a location.
  5. Add Location - It displays a popup window that allows you to add a new location.

How to add a New Location

  1. Click the Add Location button to open the Location Info pop-up window. Location Info Modal
  2. Type in the location name in the the Location Info pop-up window.
  3. Click OK button to proceed

How to delete a Location

  1. Click the Action button on the right side of the Location's row.
  2. Click the Delete Location button.
  3. Click the Delete button on the confirmation pop-up window to confirm the intentions to delete the location.
  4. Click the Cancel button to cancel the action to delete the location.
Chapter 11: Settings

The Settings Page allows the Admin type Users to Modify the fields for the inventory, edit and quick tag feature of the PAWN system.

Settings

How to modify field Display Name

  1. Click on the action button of the field and click Edit
  2. Change the Display Name
  3. Click OK to save changes
    Edit Field Window

How to modify a Text/Dropdown field

  1. Navigate to the Field Name tab of Settings.
  2. Click on the action button of the field and click Edit.
  3. Click on the Type selector and toggle between text or dropdown.
    Note: For text mode, length can be set up to 255 characters.
  4. (Optional) Click on Yes under Required if the field is required to be filled when creating or editing.
  5. Click OK to save changes

Text Text field

Dropdown Dropdown field

Note: Text and Dropdown mode can be interchanged at any time, but dropdown will lose all of its list contents when change to text mode

Default Fields

Below are the default fields available in Pogi.

Database Name Displayed Name Field Type Feature
Text Drop Down Date System
attachment Attachments YES This allows the user to attach multiple files.
brand Brand YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
category Category YES YES
checkedout Checked out YES YES
color Color YES YES
coordinates Coordinates YES YES
description Description YES YES
entity Event Source YES Picks up where the Quick Tag happened --- whether it's coming from Wave or WebUI. This is not displayed in the template.
external_id Asset ID YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
image Image YES Let's the user upload a single image attachment only.
last_calibration_date Last Calibration Date YES This field is auto-populated by the date the item was last calibrated.
next_calibration_date Next Calibration Date YES This is an auto-populated field. It returns the value based on the *Calibration Interval*
manufacturer Manufacturer YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
marker Marker YES This is a drop down field. It displays all the *Marker* tags available in the system.
model Model Number YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
name Name YES YES
option1 Optional Field 1 YES YES
option2 Optional Field 2 YES YES
option3 Optional Field 3 YES YES
option4 Optional Field 4 YES YES
option5 Optional Field 5 YES YES
option6 Optional Field 6 YES YES
option7 Optional Field 7 YES YES
option8 Optional Field 8 YES YES
owner Created By YES This is a drop down field. It displays all the *Users* available in the system.
quantity Quantity YES This is a text field. The user can enter any numerical value.
serial_number Serial Number YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
size Size YES YES
sku SKU YES YES
state State YES This does not display on WebUI Quick Tag. This picks up any items that are missing and displays it in Pogi's Audit Report and *Missing Item* in Wave.
style Style YES YES These are fields that are editable by the user. The user can choose to use either a text type field or a drop down field. Should the user chooses to use a drop down field, they can add multiple selection as shown above.
tagId RFID YES This is a text field. Allows the user to manually input 24-digit Hexadecimal value
zone Location YES This is a drop down field. It displays all the available *Location*
updateDate Last Updated YES This field is auto-populated by the last time an asset has been updated.
parent Parent/Container YES This field defines the parent tag being used by the *Move* or *Pack* feature

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RFID is the fastest way to keep track of your assets and inventory. Our Wave Inventory System is everything you need to track thousands of assets easily from just $1,990! – or about $6/day.

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