Sites are the locations to which you will issue and account for items within your district. The Sites page allows an administrative district-level user to create, view, and quickly see products for which each site is responsible.
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Sites Functionality
The Sites page provides the following reports to be viewed/printed (results are dependent on how the "Sites" grid is filtered).
| Sites Grid Function | Description |
|---|---|
| Adds a site to Asset Management | |
| Show Inactive | Allows the user to search for and view inactive sites |
| Search Fields | Located at the top of the "Catalog" grid, allows the user to search for a specific site using the Site ID, Site Name, Contact, Phone, Site Type, and/or Region search fields |
| Allows an administrative user to add/edit the respective site's details |
Sites Details
Selecting a site allows a user to view details for the respective site. The Details tab displays each site's information, as entered by the district-level administrator.
| Detail Tab Function | Description |
|---|---|
| Site ID | An alpha and/or numeric site number that likely corresponds to the student management system's site ID numbers |
| Site Name | Name the site/location goes by |
| Site Type | Description of the different types or groups of sites/locations (such as Elementary Campus, District, Warehouse, etc.) |
| Region | Description of the different physical locations of the sites (such as North, South, East of River, etc.) |
| Facility ID | Internal number assigned to facility |
| Designated Transfer Site | Allows inventory to be transferred to it from another site |
| Warehouse | Indicates whether the site is a warehouse |
| Contact | Name of the person responsible for the respective site's instructional technology inventory. The "Inventory" tab displays the products and their respective inventory counts, including "In Use" and "Available" counts. |
| Phone | Phone number of the site's contact |
| Email of the site's contact | |
| Shipping Address | Address used when shipping items to this site. The subsequent Address 1, Address 2, City, State, Zip, and Instruction fields pertain to Shipping Address. |
| Billing Address | Address used when shipping items to this site. The subsequent Address 1, Address 2, City, State, Zip, and Instruction fields pertain to Billing Address. |
| Primary Site Contact | The subsequent Name, Phone, and Email fields pertain to the person responsible for managing the respective site's inventory |
| Primary Region Contact | Email of person responsible for the Region’s inventory |
| Notes | General notes pertaining to the site |
Sites Inventory
Selecting a site allows a user to view the “Inventory” tab for the respective site. The “Inventory” tab displays the products at that site and their respective inventory counts, including “In Use” and “Available” counts.
| Inventory Tab Function | Description |
|---|---|
| Product Number | Product number of product(s) that have been assigned to this site |
| Product Name | Name of the product(s) that have been assigned to this site |
| Total Inventory | Quantity of the product(s) assigned to this site |
| In Use | Quantity of the product tagged and currently having the status of "In Use" |
| Available | Quantity of the product tagged and currently having the status of "Available" |
| Site Product Information | Clicking on product in the “Inventory” tab expands the grid and provides more information about the product |
| Inventory Type | Indicates the “tagged” or “untagged” product |
| Location Type | Indicates the type of location where the product is situated within the site; includes Rooms, Staff, Students, and Transfers |
| In Use | Quantity of the product tagged and currently in the status of “In Use” by location type |
| Available | Quantity of the product tagged and currently in the status of “Available” by location type |
| Auctioned | Quantity of the product tagged and currently in the status of “Auctioned” by location type |
| Disposed | Quantity of the product tagged and currently in the status of “Disposed” by location type |
| Recycled | Quantity of the product tagged and currently in the status of “Recycled” by location type |
| Provides a detailed view of product counts by specific location |
Sites Reports
The Reports drop-down menu in the upper right corner of the "Sites" grid provides several options for access preconfigured reports. Filtering records in the "Sites" grid allows reporting on a subset of records.
| Report Detail | Description |
|---|---|
| Distribution Status Report | Provides a PDF showing qty of assets by Status and Site Available Filters: Site(s), Include District Summary |
| Distribution Inventory Report | Provides a PDF showing a list of assets by site for a chosen status; includes Tag, Serial, Product Name, and Location fields Available Filters: Site(s), Status |
| Fixed Assets Report | Provides a PDF showing assets by site; includes Tag, Serial, PO Number, Purchase Date, Product Name, Manufacturer, Model and Purchase Price fields Available Filters: Site(s) |
| Site Listing | Provides a .csv file listing sites; includes Site ID, Site Name, Site Type, Region Name, Contact, Phone, Email, Warehouse, Designated Transfer Site, Facility ID, Notes, Shipping Address, Instructions for Shipping Address, Billing Address, and Instructions for Billing Address fields Available Filters: Site(s) |
| Charge Listing | Provides a .csv file listing charges assessed; includes Site ID, Site Name, Location Type, Last Name, First Name, Middle Name, Staff Type, Grade, Homeroom, Product, Tag, Charge Type, Description, Charge Notes, Issue Date, Charge Amount, Amount Paid, Amount Due, and Satisfied Date fields Available Filters: Charges for (staff/student), Issue Date Range, Charge Type, and Charge Issued |
| Charge Activity Listing | Provides a .csv file listing student charges (satisfied or unsatisfied) and all charge payments; includes Site Name, Location Type, Last Name, First Name, Middle Name, Staff Type, Grade, Homeroom, Product, Tag, Charge Type, Description, Charge Notes, Issue Date, Charge Amount, Activity Date, Activity Type, Activity Amount, Activity Notes, Activity Recorded By, and Satisfied Date fields Available Filters: Charges For, Activity Date Range and Charge Type |
| Staff Inventory Status Report | Provides a .csv file listing assets currently issued to staff; includes Site ID, Site Name, Staff ID, Last Name, First Name, Middle Name, Grade, HomeRoom, Staff Type, Staff Status, Product, Model, Product Type, Suggested Price, Tag, Serial, Asset Type, Parent Tag, Tag Status, Status ID, Scan Date, and Status Notes fields Available Filters: Site(s), Staff Status, and Tag Status |
| Sent Receipts | Provides a .csv file listing receipts emailed by the system; includes Site ID, Site Name, Location Type, Staff ID, Last Name, First Name, Middle Name, Staff Type, Grade, HomeRoom, Receipt Type, Signed Receipt, Email Date, Student Email, Parent Email, and Email fields Available Filters: Sent Receipt For, Sent Receipt Date Range, and Sent Receipt Type |
| Site Transfer Summary Report | Provides a .csv file listing transfers for each site by qty; includes Site ID, Site Name, Tags Transferred (qty), and Tags Received (qty) fields Available Filters: Date Range |