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15331 NE 90th Street
                                                                                                      Redmond, WA 98052
                                                                                                    Toll Free: 800-342-3999
                                                                                                      Phone: 425-216-1204
                                                                                                          Fax: 425-861-3976
                                                                                                    www.click2barcode.com
                                                                                                         www.abarcode.com



                CheckMate Toolroom for Windows
...an automated checkout system based on bar code technology CheckMate Toolroom Tracking for Windows is software
for keeping track of WWW—WHO took WHAT WHEN. It uses the speed and accuracy of bar codes to make data
collection easy, while reducing data entry error rates. Operating in a Microsoft Windows environment, CheckMate
provides quick and convenient access to the essential information about every tool, every tool user and every transaction.

            HOW THE SYSTEM WORKS                                                      AUDIT TRAIL

Imagine that each tool in your shop has a bar code label,        CheckMate keeps an audit trail of all activity, including
and each person who works with a tool has a bar coded            check outs, check ins, deletion of stock records, and user
badge—like a library card. When anyone takes a tool              defined events. Each month's audit trail is in a separate
from the tool room, the bar code labels on the tool and on       file, making it convenient to back up the data and remove
the badge are wanded. The computer then has a record of          it. Data from the audit trail can be selected for reporting
who took which item. Now when you need to find a tool,           by badge, by item, by activity type, and by date range.
you just ask the computer where it is. In most cases, an
item is identified by a name, an account number, and a bar                          TOOL STORAGE
code number—if you know any one of the three, you can
find out where the item is. You can enter the first part of      CheckMate records the permanent home, or assigned
the name and get a list starting at that point in the            storage, of an item. Enter a piece of storage information,
alphabetic sequence. If you provide a key word,                  such as shelf number or box number, and then wand the
CheckMate will only include in the list items that have          bar code labels of all items assigned to that location.
the key word somewhere in their name.                            Storage is included in the response to inquiry for an item,
                                                                 so you see who it is checked out to and also where to look
                       OVERDUE                                   for it when not checked out. A report lists items by
                                                                 location. The facility for recording storage location
When an item is checked out, CheckMate calculates a              provides a powerful archiving technique. The storage of a
due date. In the simplest case, this is determined by            stock item may be another stock item. For example,
adding the standard overdue interval (in days) to the            several tools and the box containing them may all be
current date. However, there may be an overdue interval          represented in CheckMate's data, and may all have bar
assigned to the badge, which would override the                  codes. One can then check out an individual tool, or the
standard interval. It is also possible for the operator to       box, or both. If one inquires about a tool, the response
override both of these and assign any future date as the         shows the storage and check out status of the toolbox as
due date. Finally, if there is a reservation for the item,       well as the tool. CheckMate also tracks disposable items
the due date cannot be later than the reserve date. A            that will never be returned.
report lists overdue items by badge.
                                                                                      NETWORKS
                    SCHEDULING
                                                                 CheckMate is fully compatible with local area networks.
If a tool will need calibration or maintenance, you can          Users at multiple workstations can check items out,
give CheckMate relevant dates. Tools with imminent               updating a common database. Results of a check out at
calibration dates can be listed. CheckMate will warn you         one station are immediately available in response to
if you try to check out a tool that is due for calibration.      inquiries at any other stations.
PORTABLE DATA COLLECTION                                               STOCK CATEGORIES

In some situations, the checking out doesn't all happen at      CheckMate recognizes three categories of items: high
one place. An example is a large shop where tools pass          value, low value, and expendable. High value items (for
from job to job before returning to the tool room. One of       example oscilloscopes) are tracked individually, by serial
CheckMate's options for these situations is collecting          numbers or unique bar code numbers. Low value items
checkout data with portable bar code readers. The data is       (for example screw drivers) are tracked by part number—
periodically transferred from the portable units into the       you don't care who has which one. Expendables (for
computer to update the computer's database.                     example nails) are tracked by quantity—issues are logged
                                                                in the audit trail and subtracted from stock on hand, but
              AUTOMATIC STOCK ADD                               are not expected to be returned.

CheckMate has several convenient options for adding                               BADGE CONTROL
new items to the stock data. The simplest one is fully
automatic. When a new item is checked out for the first         A badge can be flagged as suspended, and CheckMate
time, CheckMate adds a new stock record containing              will refuse to check items out to it. Less drastic forms of
only the bar code. In some cases, this is the only data         control are also available. While checking items out, the
needed; in others, the rest can be added later. Or, when a      operator can easily inquire for a list of items checked out
new item is checked out, CheckMate can open a window            to a badge or a list of items overdue from a badge.
to the stock data screen, and let you fill in the rest of the   There is also the capability to set different overdue
data right then, while you have the item in front of you. A     intervals for badges
third option is reject. When this option is chosen, it is       .
assumed that all data must be entered prior to check out,
and new items are rejected at check out with an error
message.

                                                           REPORTS

ACTIVITY HISTORY Audit trail, selected by date range and optionally by badge, by stock number, or by activity type.
OVERDUE Overdue items, all or selected by badge, with an optional page break on badge for distribution as a reminder.
CHECKED OUT Checked out items, all or selected by badge.
PACKING LIST List of items being checked out to current badge.
STOCK LIST List of all stock items ordered by their bar code, control number, or name.
BADGE LIST List of badge holders ordered by their bar code or name.
RESERVATIONS List of all outstanding reservations.
STORAGE List of stock items by storage, selected by range of storage.
EVENT List of stock items selected by range of event dates.




©2008 Dynamic Systems, Inc

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Check mate toolroom details

  • 1. 15331 NE 90th Street Redmond, WA 98052 Toll Free: 800-342-3999 Phone: 425-216-1204 Fax: 425-861-3976 www.click2barcode.com www.abarcode.com CheckMate Toolroom for Windows ...an automated checkout system based on bar code technology CheckMate Toolroom Tracking for Windows is software for keeping track of WWW—WHO took WHAT WHEN. It uses the speed and accuracy of bar codes to make data collection easy, while reducing data entry error rates. Operating in a Microsoft Windows environment, CheckMate provides quick and convenient access to the essential information about every tool, every tool user and every transaction. HOW THE SYSTEM WORKS AUDIT TRAIL Imagine that each tool in your shop has a bar code label, CheckMate keeps an audit trail of all activity, including and each person who works with a tool has a bar coded check outs, check ins, deletion of stock records, and user badge—like a library card. When anyone takes a tool defined events. Each month's audit trail is in a separate from the tool room, the bar code labels on the tool and on file, making it convenient to back up the data and remove the badge are wanded. The computer then has a record of it. Data from the audit trail can be selected for reporting who took which item. Now when you need to find a tool, by badge, by item, by activity type, and by date range. you just ask the computer where it is. In most cases, an item is identified by a name, an account number, and a bar TOOL STORAGE code number—if you know any one of the three, you can find out where the item is. You can enter the first part of CheckMate records the permanent home, or assigned the name and get a list starting at that point in the storage, of an item. Enter a piece of storage information, alphabetic sequence. If you provide a key word, such as shelf number or box number, and then wand the CheckMate will only include in the list items that have bar code labels of all items assigned to that location. the key word somewhere in their name. Storage is included in the response to inquiry for an item, so you see who it is checked out to and also where to look OVERDUE for it when not checked out. A report lists items by location. The facility for recording storage location When an item is checked out, CheckMate calculates a provides a powerful archiving technique. The storage of a due date. In the simplest case, this is determined by stock item may be another stock item. For example, adding the standard overdue interval (in days) to the several tools and the box containing them may all be current date. However, there may be an overdue interval represented in CheckMate's data, and may all have bar assigned to the badge, which would override the codes. One can then check out an individual tool, or the standard interval. It is also possible for the operator to box, or both. If one inquires about a tool, the response override both of these and assign any future date as the shows the storage and check out status of the toolbox as due date. Finally, if there is a reservation for the item, well as the tool. CheckMate also tracks disposable items the due date cannot be later than the reserve date. A that will never be returned. report lists overdue items by badge. NETWORKS SCHEDULING CheckMate is fully compatible with local area networks. If a tool will need calibration or maintenance, you can Users at multiple workstations can check items out, give CheckMate relevant dates. Tools with imminent updating a common database. Results of a check out at calibration dates can be listed. CheckMate will warn you one station are immediately available in response to if you try to check out a tool that is due for calibration. inquiries at any other stations.
  • 2. PORTABLE DATA COLLECTION STOCK CATEGORIES In some situations, the checking out doesn't all happen at CheckMate recognizes three categories of items: high one place. An example is a large shop where tools pass value, low value, and expendable. High value items (for from job to job before returning to the tool room. One of example oscilloscopes) are tracked individually, by serial CheckMate's options for these situations is collecting numbers or unique bar code numbers. Low value items checkout data with portable bar code readers. The data is (for example screw drivers) are tracked by part number— periodically transferred from the portable units into the you don't care who has which one. Expendables (for computer to update the computer's database. example nails) are tracked by quantity—issues are logged in the audit trail and subtracted from stock on hand, but AUTOMATIC STOCK ADD are not expected to be returned. CheckMate has several convenient options for adding BADGE CONTROL new items to the stock data. The simplest one is fully automatic. When a new item is checked out for the first A badge can be flagged as suspended, and CheckMate time, CheckMate adds a new stock record containing will refuse to check items out to it. Less drastic forms of only the bar code. In some cases, this is the only data control are also available. While checking items out, the needed; in others, the rest can be added later. Or, when a operator can easily inquire for a list of items checked out new item is checked out, CheckMate can open a window to a badge or a list of items overdue from a badge. to the stock data screen, and let you fill in the rest of the There is also the capability to set different overdue data right then, while you have the item in front of you. A intervals for badges third option is reject. When this option is chosen, it is . assumed that all data must be entered prior to check out, and new items are rejected at check out with an error message. REPORTS ACTIVITY HISTORY Audit trail, selected by date range and optionally by badge, by stock number, or by activity type. OVERDUE Overdue items, all or selected by badge, with an optional page break on badge for distribution as a reminder. CHECKED OUT Checked out items, all or selected by badge. PACKING LIST List of items being checked out to current badge. STOCK LIST List of all stock items ordered by their bar code, control number, or name. BADGE LIST List of badge holders ordered by their bar code or name. RESERVATIONS List of all outstanding reservations. STORAGE List of stock items by storage, selected by range of storage. EVENT List of stock items selected by range of event dates. ©2008 Dynamic Systems, Inc