Sites Grid Overview

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Quick Nav: Admin View > Sites

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

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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
AddRecord.gif Add Record 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
Edit.gif Edit Allows an administrative user to add/edit the respective site's details

Sites Details

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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 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

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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 Auantity of the product tagged and currently having the status of "In Use"
Available Auantity 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 Auantity of the product tagged and currently in the status of “Available” by location type
Auctioned Auantity of the product tagged and currently in the status of “Auctioned” by location type
Disposed Auantity of the product tagged and currently in the status of “Disposed” by location type
Recycled Auantity of the product tagged and currently in the status of “Recycled” by location type
detailedinventory.png Detailed Inventory Provides a detailed view of product counts by specific location

Sites Reports

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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