Frontline Inventory & Help Desk Management

Administrative View Dashboard

The Asset Management Home icon Home page provides a customizable dashboard based on each user’s permissions. The dashboard can display alerts, quick links, application notifications, charts, and districtwide information to help users monitor asset activity and access common tasks more efficiently.

Note: Dashboard preferences may differ between administrative view and site view.

Asset Management dashboard

General Dashboard Elements

ElementDescription
District LogoDisplays a district-provided .jpg or .gif image (400 pixels wide by 100 pixels tall) on all Asset Management dashboard views in both admin and site view
District NameDisplays the district name configured in Asset Management Settings

View Switch

View Switch icon

Allows a user to switch the current screen to a selected site dashboard by entering the site name or choosing it from the drop-down menu

Quick Links

Tools

FunctionDescription
ArchiveRemoves inventory from active counts or sets large groups of staff or students to "Inactive"
Data ImportAllows districts with data stored in another system to import that data into Asset Management. The Data Import tool may not be available for all districts.
Initiate Site AuditAllows an administrator to create site audits and define the sites, room types, product types, staff types, and grades included in the audit
Issue to StaffAllows an administrator to issue an item to a staff member at any site
Issue to StudentsAllows an administrator to issue an item to a student at any site
Print TagsAllows an administrator to print new asset tag labels by defining a tag header, setting margins, and selecting a print quantity. These tags are then applied to tracked items.
Quick CollectAllows an administrator to collect items issued to staff or students by assigning them to a room or transfer at any site
Status ImportAllows an administrator to change the status of multiple tags listed in a spreadsheet. Supported status changes include "Auctioned," "Disposed," "In Repair," "In Use," "Recycled," "Returned to Vendor," "Sold," "Surplus," and "Used for Parts."
Transfer HistoryAllows an administrator to search for, view, and print transfer tickets for all site-to-site transfers across the district

Management

FunctionDescription
Asset ConditionsCondition categories used by sites to indicate the amount of wear or damage an asset has experienced during its lifecycle
Charge TypesCharge categories used by sites when assessing fees for damages or when a charge is required before an item can be issued
District SettingsAllows Asset Management to be configured to match district-specific procedures and policies
Email NotificationsAllows an administrator to define which email notifications are sent to users
Funding SourcesFunding categories used to associate each asset with the source used to purchase it
Integration SettingsAllows an administrator to integrate Asset Management with systems such as Google Workspace for Education and JAMF MDM
Model End of LifeAllows an administrator to manage end-of-life information for items in the catalog
Report SettingsAllows an administrator to customize receipt and audit report language used for distribution, collection, and compliance reporting
Room TypesGeneral categories used to label different room types within a site
UsersAllows an administrator to manage users who have access to Asset Management
VendorsIndividuals or companies that provide goods or services to the district, similar to suppliers

Navigation Bar

FunctionDescription
Home icon HomeDisplays the district logo, site switch drop-down menu, tag-related graphs, district-wide inventory statistics, and Mobile-IT setup options
Catalog icon CatalogDisplays product details across the district, related location information, and access to preconfigured product reports
Purchasing icon PurchasingAllows an administrator to record purchasing details, assign tag numbers, and receive items to sites and rooms
Sites icon SitesDisplays the physical locations defined by the district and provides access to preconfigured site inventory reports
Tags icon TagsAllows an administrator to use “Basic” and “Advanced” filters to search for tags and save, share, view, and print reports based on those filters
Audits icon AuditsAllows an administrator to initiate, monitor, and reconcile inventory audits

Quick Search

Quick Search icon

Allows a user to quickly search for a specific tag, serial number, student, or staff member
Help icon HelpOpens the Frontline Learning Center, where users can access articles and videos for training and troubleshooting
Log Out icon Log OutEnds the current user session

Panel Display Reports

Note: Items in panel charts are interactive and can be toggled on or off. Click an active item in the legend to hide it. Click an inactive item to show it again.

FunctionDescription
QuadrantThe dashboard includes four quadrants that can each display a preconfigured report. Users can choose both the report shown in each quadrant and the order in which quadrants appear. These preferences apply across all sites the user can access.
Panel Settings icon Panel SettingsAllows users to customize dashboard panels to display preconfigured reports, including statistics, notifications, and login information
NoneLeaves the quadrant blank
NotificationsShows audits, tags, transfers, and created tickets that require user action, with links to the related records
Purchasing: Outstanding Tags to ReceiveShows the quantity of tags waiting to be received on purchase orders. Filters include "Tagging Overdue By" and "Purchase Date Range."
Inventory StatisticsShows asset quantity and monetary value for all or selected inventory, including "Total," "Available," and "In Use." Filters include "Regions" (if enabled), "Sites," and "Product Types." A downloadable .csv file is available.
New Tags ReceivedDisplays recently received tags. Filters include "Product Types," "Funding Sources," and "Date Range." A downloadable .csv file is available.
Site TransferDisplays transfers based on selected filters. Filters include "Transfer Type," "Origin Site," "Destination Site," "Funding Source," "Product Type," and "Date Range." A downloadable .csv file is available.
Tag DistributionsShows a breakdown of tag locations by percentage and quantity
Tag Status Change Over TimeShows tag status trends over time based on selected statuses and date ranges
Tag Status Breakdown (Rooms)Shows the status of tags assigned to rooms across the district
User LoginDisplays user login statistics. Filters include "Region" (if enabled), "Site," "User Role," "User Type," and "Date Range." A downloadable .csv file is available.