The Asset Management Home page is a customizable dashboard that provides quick access to tools, alerts, notifications, reports, and site-specific information. The dashboard content varies based on user permissions and assigned access, helping administrators and site users focus on the information and actions most relevant to their role.
Note: Dashboard preferences and available panels may differ between administrative view and site view.
Table of Contents
Insert this content block below the article's opening paragraph.
A table-of-contents will be automatically generated from <h2>
tags in the article.
General Dashboard Elements
Home Dashboard
Function
Description
District Logo
Displays a district-provided .jpg or .gif image (400 pixels wide by 100 pixels tall) on all Asset Management home screens in both admin view and site view
Site Name
Displays the assigned site name as configured in the Asset Management “Sites” grid
View Switch
Allows a user assigned to multiple sites to switch the current screen to another assigned site by typing the site name or selecting it from the drop-down list
Site Tools Quick Links
Function
Description
Issue to Staff
Allows a site to issue an item in the status of In Use to a staff member
Issue to Students
Allows a site to issue an item in the status of "In Use" to a student
Print Tags
Allows a site to print new asset tag labels and apply them to tracked items
Quick Collect
Allows a site to collect items in the status of In Use to a room or transfer them
Room to Room
Allows items to be moved from one room to another within a site through the Room-to-Room Transfer process
Tag Export
Allows a site to generate a report of all asset tags associated with that site in Asset Management
Transfer Tools Quick Links
Function
Description
Initiate Transfer
Allows items to be moved from one site to another through the Site-to-Site Transfer process
Receive Transfer
Allows a receiving site to complete the Site-to-Site Transfer process when transferred items arrive
Request Transfer
Allows items to be requested from a warehouse through the Warehouse-to-Site Transfer process
Transfer History
Allows an administrator to search for, view, and print transfer tickets for all site-to-site transfers across the district, regardless of status
Management Quick Links
Function
Description
Vendor
Displays and manages vendors, including individuals and companies that provide goods or services to the district
Top Navigation Bar
The top navigation bar varies based on the access assigned by the administrative administrator.
Function
Description
Home
Displays the district logo, site switch menu, clickable alerts, tag-related graphs, sitewide inventory statistics, and Mobile-IT setup options
Catalog
Displays product details within the site and related location information
Purchasing
Allows a site-level administrator to view district purchase orders, create site-level purchase orders, and receive and assign items while recording purchasing details
Rooms
Displays the room locations used to account for assets within the district
Staff
Allows a site-level administrator to add or edit staff details and track inventory assigned to staff members
Students
Allows a site-level administrator to add or edit student details and track inventory assigned to students
Tags
Allows a site-level administrator to use “Basic” and “Advanced” filters to search, view, and print asset details for the site. This provides on-screen access to data also available through Tag Export.
Audits
Provides the ability to initiate audits, monitor progress, and reconcile asset audit states
Quick Search
Allows a user to quickly search for a specific tag, serial number, student, or staff member
Help
Opens the Learning Center, where users can search for support content using keywords
User
Displays the currently logged-in user and provides the option to log out of the Asset Management application
Panel Display Reports
Panel display options allow users to customize the dashboard view by choosing which statistics, notifications, and alerts appear in each dashboard panel.
Function
Description
None
Leaves the dashboard panel blank
Notifications
Displays audits, tags, and transfers at the site that require user action
Outbound Transfers Pending Approval
Displays transfer number, created date, destination site, and progress for transfers initiated from the site and awaiting approval
Staff Status
Displays a list of staff for the site, including "Staff ID," "Staff Name," "Status," and "Inventory Count." Available filters include "Staff Status," "Staff Inventory," and "Staff Location Site."
Purchasing: Outstanding Tags to Receive
Displays the quantity of tags still to be received on purchase orders for the site. Available filters include "Tagging Overdue By" and "Purchase Date Range."
Inventory Statistics
Displays inventory quantity and monetary value for the site, including total, available, and in-use assets. Available filters include "Product Type."
Tag Distributions
Displays the breakdown of assigned tags for the site by percentage and quantity
Tag Status Change Over Time
Displays status trends for tags over time at the site. Available filters include "Status" and "Date Range."
Room Status
Displays the status of tags assigned to rooms at the site
User Login
Displays which users logged in to Asset Management at the site during a selected period. Available filters include "User Roles," "User Types," and "Date Range."