What is SAM?

SAM provides a systematic framework for structured records management policies and procedures. The software enhances compliance with government and industry regulations and streamlines record retention schedules. SAM blends the use of RFID, barcodes, and color coding for optimized records management.

SAM is a web application which supports Chrome, Firefox, Microsoft Edge, and Internet Explorer 11*. The cloud based solution contains two servers, an application server and database server. Both servers are fully managed with regular automated backups, updates, and are behind a Cisco Adaptive Security Virtual Appliance Secure firewall. The cloud solution is scalable to fit client needs to ensure the software solution remains functional and performant. The SAM III application server can be accessed at the following URL:

https://samenterprise.app:8443/

For more information on security and compliance, visit our Security & Compliance page.

Features

If you have questions, please email help@samsoftware.com.

Main Record Types Display

The record display allows you to view and interact with your database records.

View a Record

Double click a record to view it, this event will be logged in the record's history. In addition, you can view a record's location, barcode and rfid tag by simply hovering over its row.

Find a Record

The application provides text search, barcode and RFID functions. You can search within a record set by combining the five search fields which you can customize through the **Customize Display** dialog (see below). In addition, you can run a global keyword search in the main navigation bar.

Add a Record

It's as easy as filling out a form to add a record. Some record types include child records. You will need to browse the database to find one of these child records, unless you have a barcode. The system will insert the entire child record into the database for the parent record type.

If a record requires a field which contains a child record, and there are no available child records, you will receive an error message. You will need to create at least one of the child record types first before you add the parent.

Customize View and Search

The main record display provides two views: Rows and Columns. The column view is a tabular display while the row view provides a list with a thumbnail preview. You may use Customize Display to limit the fields in the table view. The first five fields will also be used to create the search form.

Change Table Spacing will also expand\contract table cells to make it easier to fit the record index on the screen.

Reports and Lists

You can highlight records in the main record display to add them to a record selection (with the Select button). Use this selection to create a list or report. You can use lists in the Android mobile application to run inventory on a set of records.

Reports are similar to lists, except you can export them as a PDF or a spreadsheet. Important: the report is affected by the Customize View fields. As it is a physical medium, the PDF report template is constrained in the number of fields it can reasonably display at once. If pages overlap on the report because of the record index length, then we may need to design a report for you based on your specifications.

In addition to the report template, SAM provides custom report functionality. In the user settings, there is a Custom Report page. The select allows you to choose a report schema, the table shows the reports belonging to that schema. You can click on each table row to view/delete each report entry.

With the given schema, you can update it, delete it, or run a report based off the schema. When creating a schema, it will bring you to a menu where you can build your own schema by defining query criteria.

Workflow

SAM comes with pre-defined print and approval queues for each record type, which can be enabled or disabled by an admin. You will be notified on the status of the records in your queue every five minutes and you can deal with your queues under your account page.

Attachments

In addition to the optional record thumbnail, SAM supports multiple file attachments per record, and files can be either uploaded or scanned in as PDFs. Select a row from the table view and click the **Scan** button.

Parent\Child Records

Child records will be displayed within the record display and elsewhere either with a name field and an icon, or a special format:

ID: Human readable name

You can also search and insert records within records with a barcode.

Your Account

Your account page allows you to:

1. View\edit your account details (email, password, etc).
2. Switch Projects
3. View your workflow queues.
4. Create a custom report schema

Administration

The administration console contains many important settings for your application including, data imports, fixed reader configuration, global application settings, user groups and more.

Fixed RFID Tracking

SAM integrates with fixed RFID for automated tracking. Reader and sequence settings can be configured in the administration console.

Handheld Tracking

In addition to fixed RFID, the application uses an Android mobile app for mobile tracking.