Setup guide – Knowledge Base

Setting up the Kio Asset Tracker app involves a few essential steps. Once setup is complete, staff can locate the right assets at the right time, get insights into asset utilization, and more!

Before you begin

Make sure the following deployment steps are complete before starting the app setup.

Kio Cloud account with activated apps

Your organization has a Kio Cloud account and the Kio app being setup is activated.
Kontakt.io orders are claimed

When you receive a Kontakt.io order, the Order ID must be claimed from Kio Cloud Device Management 2.0. Claiming an orders adds the devices to your Kio Cloud account.
Kio Cloud Smart Location is setup

Smart Location is a hierarchical representation of the physical layout of an environment - including the campuses and buildings, and floors with room-level locations mapped from digital floor plans. From the room-level locations, all stationary infrastructure devices are assigned to and mapped to their installation location.
Infrastructure devices are installed

Infrastructure devices include Kontakt.io Portal Lights or other third-party BLE Access Points, located throughout the facility. These are BLE to Wi-Fi gateways that receive tag data and send the data to Kio Cloud over the local Wi-Fi network. Other Kontakt.io Infrastructure devices include the Beam Mini for 100% room-level certainty at low latency ( < 3 seconds).

Kontakt.io infrastructure devices are installed using the Kio Setup Manager mobile app.

Note

You can begin the setup without the infrastructure devices installed, but location data will not be available.

Required setup

We recommend completing the steps in the following order. Only users assigned to the Asset Tracker Administrator role have permissions to perform these steps.

Step

Create Asset Types

Asset Types are categorization of assets that commonly mirror the types of asset within your organization.

Each asset is required to be assigned to an Asset Type.
Asset Types apply to analytics and can be assigned to Alert Rules.
An Asset Type has five system statuses, including Available, Utilized, Down, Unavailable, and Unknown. For each status, you'll can assign sub-statuses unique to your equipment tracking workflow or nomenclature used within your organization.
Asset Types can also be created and managed from Entity Types in Company Setting. The Asset Type icon and color are set in Entity Types, and Asset Types (Entity Types) can only be deleted from Company Settings.

Manage Asset Types

Add Assets

Each asset must be added along with its settings. Commonly for the first-time setup, assets are imported through the CSV import feature.

Required settings include the assigning an Asset Type, and providing an Asset ID and Asset Name.
Advanced settings include tracking rentals and preventive maintenance schedules.

Asset settings

Add or update assets in bulk (CSV file import)

Tag assets

Tagging assets the process of assigning and attaching a Kontkat.io Tag to an asset.

Properly assigning and attaching tags to assets is essential. Once tagged, an asset can be located - resulting in users locating the right asset at the right time.

Tagging assets can also be completed from the Kio Entity Manager app.

Tagging assets

Asset Tag placement guidelines and instructions

Add Users

A user is anyone who needs access to the Asset Tracker app - there are three roles that provide permissions based on their responsibilities and access requirements.

This includes staff responsible for app administration, asset management, locating assets, responding to alerts, and accessing analytics.

User access management

Create Alert Rules (optional)

Alert Rules provide a method to monitor asset locations to activate alerts and send notifications to staff when assets either enter or exit a location.

An Alert Rule's configuration includes the monitored location, the assets the rule applies to, and who receives alert notifications and the notification methods. Notification methods include email, SMS text, or through a Webhook that sends alerts to a third-party system.

If your deployment includes sending alerts to a third-party system, you will also need to complete the Webhooks advanced setup.

Alert Rule management

Onboarding staff

There a several articles that provide information to get users familiar with Asset Tracker - from searching and locating assets, asset management, responding to alert, to viewing analytics and metrics.

Search and locate assets

Asset management

View and respond to alerts

Analytics and metrics

Advanced setup

This setup is dependent on the scope of your deployment.

Asset Tracker: Groups

Groups offer an additional way to categorize assets based on some type of unique data or information. Unlike Asset Types where each asset can only be assigned one type, assets can be assigned to multiple groups. As with asset types, groups can also be assigned to Alert Rules. Groups can helpful during temporary condition, such as when you need to identify assets impacted by a recall.

Learn more about managing groups.

Company Settings: Room Management

If your deployment includes the requirement to automate the status of assets by their real-time room locations, you will also need to set up Room Management within Company Settings.

Complete the tasks in the following order. Only users assigned to the Company Settings Administrator role have permissions to perform these tasks.

Task	Related article
Create Room Types	Room Types management
Create Room Type rules by Entity Types (Asset Type)	Room type rule management
Match Smart Location rooms to their Room Type	Room Matching

Company Settings: Webhooks

If your deployment includes sending new alerts to a third-party system, this requires the set up of Webhooks. This is commonly performed by your IT staff or integration team.

Complete the tasks in the following order. Only users assigned to the Company Settings Administrator role have permissions to perform these tasks.

Task

Create and configure Webhooks

This task is commonly performed by your IT department or integration team.

Webhooks setup and management

Assign Webhooks to Alert Rules

This results in alerts being sent to the third-party system - configured within the Webhook.

Alert Rules and Webhooks