Registering Samples using Scan and Go

Steps to Registering Samples using Scan and Go

Users can register a sample by scanning both a bottle and an asset, by scanning a bottle only, or by manually entering the bottle ID. Users can scan using either a handheld USB scanner or using a webcam.

Note

To use the webcam, select the gear icon and select Webcam, then select Save. Webcam may be selected only if supported by your device. Internet Explorer browsers do not support the webcam option.

Using Asset Label or Asset Tag and Sample Bottle Scan

The quickest and most efficient method to register a sample is by using a Mobil Serv Asset Label (using the Asset Label tile) or Asset Tag along with a sample bottle.

1. Locate the Scan and Go tile on the Dashboard.
2. Verify that the cursor is in the Scan and Go field.
3. Scan the Asset QR Code on the asset label or asset tag.
4. Scan the Mobil Serv Sample Bottle QR code.
5. On the workflow form, confirm that the bottle code has been entered correctly. 
   • Entries in the comments and photo fields will display in the asset's timeline and on the sample report timeline. (see image below)
6. Complete the remaining workflow fields and select Save.
7. Verify that all sample information is correct, then select Submit.

• Mobil Serv will advise users if registering a sample bottle with a service type not defined for the respective asset class. This is a warning message only and does not prevent user from registering a sample bottle.
• Comments and Photo field entries will appear on the asset's timeline and on the sample report timeline.

Using only Sample Bottle Scan with Asset Lookup

Users can scan the bottle and lookup the asset to pair the bottle.

1. Locate the Scan and Go tile on the Dashboard.
2. Verify that the cursor is in the Scan and Go field.
3. Scan the sample bottle QR code.
4. Select No Asset to Scan to open the Asset Search page.
5. Use the Account Drop-down and the Search features to locate the correct asset.
6. Select In Service Oil Sample.
7. On the workflow form, confirm that the bottle code has been entered correctly.
8. Complete the remaining workflow fields and select Save.
9. Verify that all sample information is correct, then select Submit.

Using Manual Sample Bottle Entry with Asset Lookup 

Users can manually type in the bottle ID and lookup the asset to pair the bottle. This process does not require a scanning device.

1. Locate the Scan and Go tile on the Dashboard.
2. Verify that the cursor is in the Scan and Go field.
3. Type the sample bottle ID and select Enter on your keyboard. 
4. Select No Asset to Scan to open the Asset Search page.
5. Use the Account Drop-down and the Search features to locate the correct asset. 
6. Select In Service Oil Sample.
7. On the workflow form, confirm that the bottle code has been entered correctly.
8. Complete the remaining workflow fields and select Save.
9. Verify that all sample information is correct, then select Submit.

Note

Once registered, no additional sample bottle labeling is required. The data entered on you asset’s oil sample will meet the sample bottle at the laboratory.

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