Overview tags eventually reach the end of their life and need to be replaced. You don't have to replace them all at once: work through your equipment one group at a time, using the same four steps on every asset. Each piece of equipment keeps its name and history.

Before You Begin

In Your Tag Order

• Replacement Overview Tags (OV-1001), each with a printed Tag ID and QR code
• Commissioning stickers, one for each replacement tag

What You'll Need

• A smartphone or tablet with the Overview Cloud Mobile app (v2.10 or later)
• Your Overview user name and password
• A drill with 5/16” hex-driver
  
• 5/16” nut driver
  
• Fasteners: four screws or rivets for interior-mounted tags, four screws for exterior-mounted tags

Step 1: Plan the Refresh by Equipment Group

1Start with one group

Pick an easy group to start with, such as overflow or storm-response equipment, or one category such as air movers or dehumidifiers.

2Refresh assets as they come back

Equipment is always moving, so not every asset in a group will be in at once. Refresh each one as it cycles back through the warehouse.

3Move to the next group

When a group is done, move to the next category, location or team, using the same remove, mount, commission, label steps.

Step 2: Remove the Old Tag and Mount the New One

Remove the end-of-life tag. Then mount the replacement using the method that fits where the tag sits.

Interior-Mounted Tags

Some equipment needs the tag mounted inside the housing. Use four screws or rivets, check the manufacturer's guidance so you don't hit wiring or parts, and keep the QR label facing outward where it can be scanned.

Figure 1: Example of interior tag placement

Exterior-Mounted Tags

Overview recommends four screws, one in each corner.

1Position the tag

Hold the tag flat against the mounting surface with the label right-side up and facing out. Mark the mounting holes if needed.

Figure 2: Position the tag

2Fasten the first corner

Drive a screw through one corner mounting hole, holding the tag in place with your free hand.

Figures 3–4: Fasten the first corner

3Fasten the opposite corner

Fasten the diagonally opposite corner so the tag sits evenly and can't pivot, then fasten the other two corners.

Figures 5–6: Fasten the opposite corner

4Snug down and inspect

Finish by hand with the 5/16” nut driver until the fasteners are snug. Don't over-tighten, which can crack the mounting flange or strip the threads. The tag shouldn't move when you push on it, and the QR label should be clean and fully visible.

Figures 7–8: Snug down, and the installed tag

Step 3: Commission the Replacement Tag

Scan the new tag in the app and link it to the existing equipment record. The equipment keeps its name, details and history.

1Log in to Overview Cloud Mobile

Enter your User Name and Password and tap Login.

Figure 9: Overview Cloud Mobile login

2Tap Scan Tracker or Tag

On the home screen, tap Scan Tracker or Tag in the lower-right corner to open the camera.

Figure 10: The Scan Tracker or Tag button

3Scan the new tag's QR code

Center the QR code inside the white frame. Use the zoom slider for small labels and the flash icon in low light. The app reads the Tag ID automatically.

Figure 11: Scanning the new tag's QR code

4Tap Replace Existing Tag

The app shows Tag “[Tag ID]” is Unassigned. Assign it to an Asset? Tap Replace Existing Tag.

Figure 12: Tap Replace Existing Tag

5Select the equipment and confirm

Choose the equipment this tag is replacing. The app asks you to confirm: Replace Tag “[old Tag ID]” with “[new Tag ID]” on “[equipment name]”? Check that the old Tag ID and equipment name are correct, then tap Yes.

Figure 13: Confirm the replacement and tap Yes

6Confirm it worked

The equipment’s Details tab opens. Check that the Tag field now shows the new Tag ID. The equipment keeps its name, type, location and history.

Figure 14: The Details tab showing the new Tag ID

Step 4: Apply the Commissioning Sticker

Right after commissioning, apply a commissioning sticker to the equipment. It shows at a glance that the asset is done and prevents duplicate work.

What Overview Does

As replacement tags are commissioned, the Overview team:

• Decommissions the end-of-life tags
• Keeps each asset's tag association and history correct
• Checks that the replacement tags are reporting properly

Troubleshooting

Quick Reference

Related articles: Tag Installation Instructions · Equipment Tag Age · Editing an Asset