LESSON INFO

Audience

  • IT admins

Prerequisites

  • The Themis Trace Scanner App is installed on the device.
  • The user has a valid Themis Trace username and password.
  • The user can select an active facility (or the facility field is hidden because only one facility exists).
  • The user has a Themis-Trace Scanner setup QR code.

Skills you’ll build

  • Set up a device to the correct Themis Trace instance and log in to a facility.
  • Navigate to scanner screens from the Main Menu grid or the Menu Drawer.
  • Run a low-risk validation by finding an item and confirming its location details.

LESSON OUTLINE

Concepts

  • Instance vs. Facility
    • Instance setup maps the device to the correct Themis Trace instance.
    • Facility selection limits work to the intended facility to reduce incorrect receiving/shipping.
  • Permissions determine what shows up
    • The Main Menu only exposes screens the user has access to.
  • Scanning behavior depends on device capabilities
    • Barcode button will open the Camera on mobile devices, whereas the RF gun has a dedicated Scan function.

Setup

  1. On your scanner device, open the web browser.
  2. Manually enter the app download URL provided to your email.
  3. Download and install the Scanner App.
  4. Open the Scanner App.
  5. If this is the first launch, use the Setup screen:
    • Tap the barcode/setup button.
    • Scan the Themis Trace setup QR code to map the device to the correct instance.
    • If the scan fails, retry. If the QR code is invalid, request a new one (by emailing support@themis-trace.com) before proceeding.
  6. Wait for the Splash screen to finish loading assets.
  7. On the Login screen:
    • Enter Username (required).
    • Enter Password (required).
    • Press Enter or tap to Login.
  8. Select Facility (only required on first launch).
  9. Confirm you land on the Main Menu grid.
    • Use the user icon for User Settings and Logout.
    • Note: the Main Menu grid is alphabetical, scrollable, and may be opened as a drawer from other screens by tapping the logo.

Safe verification

Confirm navigation works

  1. From the Main Menu, open Find Item.
  2. From Find Item, tap the Home icon.
  3. Confirm the Menu Drawer appears and you can navigate back to Find Item.

Confirm you can scan and retrieve data (read-only verification)

  1. In Find Item, scan an item barcode using the Barcode button.
    • Confirm the Item ID field populates and the search runs automatically.
  2. If the scanned Item ID is associated with multiple customers:
    • Select the correct Customer from the dropdown to complete the search.
  3. Confirm location fields populate (read-only):
    • Bay
    • Row
    • Position
    • Level

COMMON ISSUES

    • Likely cause: A required field is missing, credentials are invalid, the selected facility is deactivated/unavailable, or a system error occurred.

    • Checks:

      • Confirm Facility, User ID, and Password are filled in (required).

      • If Facility is shown, confirm the selected facility is available.

    • Fix: Re-enter credentials and retry. If prompted, select a different facility. If a system error prompt appears, retry later.

    • Likely cause: Barcode scan could not be read, the setup barcode does not match a valid instance, or a network/system error occurred during setup.

    • Checks:

      • Confirm the device can scan (camera focuses, scanner working).

      • Confirm you are using the correct setup barcode for the intended instance.

      • If the app reports a network error, confirm connectivity.

    • Fix: Retry the scan. If needed, replace the barcode with the correct instance’s setup barcode. If setup fails due to network/server error, resolve connectivity or retry later.

    • Likely cause: The Item ID is empty/invalid, or the Item ID is associated with multiple customers and the correct customer was not selected.

    • Checks:

      • Confirm the Item ID field is populated.

      • If the Customer dropdown becomes active, select the correct customer.

    • Fix: Re-scan the item barcode or enter the Item ID, then select the correct customer to re-run the search.

    • Likely cause: One or more required fields are missing, a barcode scan failed/returned invalid data, or a network/system error prevented submission.

    • Checks:

      • Confirm required fields have values (the app should maintain your inputs when validation fails).

      • If scanning a field fails, confirm the barcode is readable and appropriate for that field.

    • Fix: Complete required fields and re-submit. Retry the scan or enter the value manually. If submission fails due to system/network error, restore connectivity and retry.

    • Likely cause: The scanner is bound to the wrong facility.

    • Checks:

      • Confirm the facility name shown in the Scanner App matches the facility you intend to work in.

      • If you have access to more than one facility, log out and log back in, then re-select the correct facility.

      • If you only see one facility (or the facility field is hidden), confirm the correct facility is active and assigned to the user.

      • Confirm you are using the correct setup QR code for the intended Themis-Trace instance. Using the wrong setup QR can map the device to the wrong instance, which can make schedules, appointments, and inventory appear missing or unexpected.

    • Fix:

      • If the instance is wrong, re-run device setup using the correct setup QR code, then log in again and select the correct facility.

      • If the instance is correct but the facility is wrong, log out, log back in, and select the correct facility.

      • If the correct facility is not available to select, contact your Themis-Trace administrator to activate the facility and confirm the user has access.

  • The Themis-Trace Scanner App is currently supported on Android devices only. iPhone/iPad (iOS) is not supported at this time.

    To complete Themis-Trace scanning workflows, please use an Android phone or scanner device.