QR Code Setting Dashboard

What is QR Code Setting Dashboard?

The QR Code Setting Dashboard provides administrators with a centralized control panel to manage, assign, search, and detach QR codes across various system entities like Assets and Sites/Customers.

It serves as the central hub for managing all QR code configurations and attachments within Caction.

What is an Asset QR Code?

An Asset QR Code is a unique barcode linked directly to a specific piece of equipment or product registered in Caction.

Scanning an Asset QR code with a mobile camera or in-app scanner instantly opens the corresponding Asset page, eliminating the need to manually search for assets.
Helps field technicians quickly locate equipment details across various customer sites, open jobs, and maintenance projects.
Asset QR codes can be generated from both the desktop web version and mobile application.

Benefits of Managing QR Codes

Allows field staff to scan physical stickers on equipment to immediately bring up asset histories, forms, and ongoing jobs.
Ensures strict one-to-one mapping rules so that a single QR code is attached to only one item at a time.
Provides full auditing on when a QR code was last updated and by whom..
Allows administrators to unattach obsolete QR codes from retired assets and reassign them to new equipment.

How to Navigate to the Dashboard?

Open the main navigation menu on the desktop sidebar.
Expand Company Settings.
Select QR Code Setting Dashboard.

How to Add General QR Codes?

Click the + Create New QR Code button in the top-right section.
It will generate the QR Code and you can select a QR Template.

*Note: This template refers to the placement of the company logo in the center of the QR code.
The generated QR codes will save under the Unassigned tab until linked to a record.

How to Add a Specific QR Code on a Data Level?

Open a specific record (e.g., an Asset detail page).
In the top-right corner of the Details Page, click the three-dots menu (...) and select Generate QR.
*Note: This option would only be available if it does not already have a QR Code.
Once linked, the entry will move under its respective tab (e.g., Asset or Site / Customer) on the QR Management page.

How to Unattach a QR Code?

If an asset is replaced or a QR sticker needs to be re-assigned, you can detach the code from the item.

Go to Company Settings > QR Code Setting Dashboard.
Select the tab where the item is located (e.g., Asset).
Locate the item in the list and click the Unattach button under the Unattach QR Code column.
A warning prompt will appear stating "QR Code will be unattached. This action is irreversible".
Wait for the 3-second safety countdown on the Yes button to complete, then click Yes.
Once unattached, the system automatically redirects you to the Unassigned section, where the freed QR code is stored for future use.

How to Search for Generated QR Code?

Navigate to the top category tabs to choose the data group you want to inspect: Unassigned, General, Site / Customer, or Asset.
Use the search filter fields:
- QR No.: Enter a numerical range using the Min and Max inputs.
- Date Range: Filter records modified within a specific timeframe (e.g., Last 365 days).
- Select Site / Customer: Narrow results down to a specific customer profile.
Click Search to populate the list.

Search Rules & Limitations:

The QR list is automatically sorted by the Latest Updated Date.

A maximum of 100 QR codes can be downloaded per individual search query.

How to Edit QR Code Functions?

The Edit QR Functions setting in Caction lets administrators control which action buttons and operational choices—such as logging a check-in, opening record details, or generating digital forms—appear when a user scans a QR code. By toggling specific options on or off across categories like Jobs, Assets, Sites, or Projects, organizations can streamline mobile workflows, simplify app navigation, and prevent field staff from accessing unnecessary options.

Navigate to Company Settings > QR Code Setting Dashboard.
In the top-right corner of the QR Management Page, click the three-dots menu (...).
Select Edit QR Functions.
The QR Function Management modal will open, displaying category tabs on the left sidebar.
Select the target category tab (Job, Asset, Site / Customer, etc.) from the left menu inside the QR Function Management modal.
Toggle the switch to Enable (blue) or Disable (grey) specific functions for that category.
Click the red Save QR Functions button at the bottom of the window.
A confirmation prompt reading "QR Functions Updated" will appear. Click OK to finish.

How to Generate QR in Bulk?

The Bulk QR Generation feature allows administrators to create multiple unassigned QR codes simultaneously. This is ideal when preparing batches of blank QR stickers for deployment in the field before assigning them to specific assets, customers, or sites.

Navigate to the Dashboard: Go to Company Settings > QR Code Setting Dashboard.
Click the three-dots menu (...) located in the top-right corner of the QR Management Page.
Click Bulk QR Generation from the menu options.
In the QR Bulk Generation popup window, choose your desired template layout from the Select QR Template dropdown menu.
Enter the desired quantity in the Select the number of QR For Bulk Generation field. Limit: You can generate up to 10 QR codes at one time per bulk request.
Click the red Bulk Generate button at the bottom of the modal.
A loading popup reading "Generating QR ... Please wait" will display while the system creates the codes.
Once processing completes, your new codes will automatically save under the Unassigned tab on the QR Code Setting Dashboard, where they can be filtered, downloaded, or printed.