Getting started with the web app
The web application acts as the central control panel for your barcode system where you can add users, configure devices, view data in real-time and manage integrations.
As soon as you sign in to your web account you will be creating your first sheet. You can immediately find the new sheet on your mobile device and test out the cloud connection.
Follow these steps to get started:
- Log in at cloud.orcascan.com
- Create your first sheet
- Find the new sheet in your mobile app
- Scan a barcode and refresh on the web to see the data
The rest of this guide goes into detail about adding users, customizing the entry fields, tracking activity, managing integrations and building out your barcode system.
Configuring the entry fields is as simple as it looks. You can add a column and roll it out across hundreds of devices with just a few clicks.
You can use the entry field settings to require an entry, make fields read-only or hide fields altogether. Visit the field customization guide for all the details.
Adding users to sheets
Each user needs a unique email address (firstname.lastname@example.org). You'll use it to add them to sheets and track their activity.
When adding users to your sheets you can give them different levels of permission that restrict what they can see and what actions they can take.
Sharing data in real-time
Cloud sheets are powered by cloud computing so hundreds of users in the field can collaborate, while administrators can view and report on the data in real-time.
Reports and audit logs
With the History log, all changes are traceable back to when, who, and what was changed. We log these details on every scan, change or edit.
Read more about producing audit trails and the benefits of traceability.
You can connect your sheets directly to systems like Google Sheets, Excel, PowerBI, Data Studio and many others with public data URLs.
You can also integrate directly to your system with WebHooks and Lookup URLs for complete automation.
Transfer a sheet
There are times when you might want to transfer ownership of an Orca sheet to another user, such as when a team mate leaves the company. To do that, simply right-click on the sheet tab and select transfer.
Please note: the user you're transferring the sheet to must have an Orca Scan account.
Duplicate a sheet
There are times when you want to start with a clean sheet, but without loosing all the data you have collected previously. To do this, you can simple copy the sheet by right clicking the sheet tab and selecting Duplicate.
You will then have the ability to assign a new name, copy existing user and triggers etc.
Clear a sheet
You can clear all data and history from a sheet by right clicking on the sheet tab and selecting clear. However please not this is not reversible, all sheet data and history will be lost - a better option might be to duplicate the sheet.
1. Controlling data entry with field rules
Ensure high-quality data entry by applying rules to the fields like making them Required to be filled out, making them Read-only or hiding them altogether.
2. Using relevant field types
All fields have unique properties. By default, you have text, date, and quantity fields but there are many more custom fields like GPS, timestamps, drop-down lists and boolean fields. View them all here.
Questions about the web application?
We're always happy to help, chat with us live or drop us an email.