The Asset Management 
Home page is a customizable dashboard for each user based on their permissions. The dashboard is customized through various alerts, clickable links, application notifications, and site-wide information.
Note: Dashboard preferences may be different at the administrative and site level.
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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 (admin view and site view) |
| Site Name |
Displays the assigned Site Name identified in Asset Management "Sites" grid |
|
View Switch
|
Allows a user assigned to multiple sites to switch the current screen to another assigned site by entering the name of the site or selecting it from the drop-down menu |
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 tag labels and affix them to each tracked item |
| Quick Collect |
Allows a site to collect "In Use" items to a room or transfer them |
| Room to Room |
Allows items to be moved from one room to another within a site through a process called "Room-to-Room Transfers" |
| Tag Export |
Allows a site to compile a report showing all tags within Asset Management respective to the site |
Transfer Tools Quick Links
| Function |
Description |
| Initiate Transfer |
Allows items to be moved from one site to another through a process called "Site-to-Site Transfers" |
| Receive Transfer |
Allows items to be moved from one site to another through a process called "Site-to-Site Transfers" |
| Request Transfer |
Allows items to be requested from a Warehouse through a process called "Warehouse-to-Site Transfers" |
| Transfer History |
Allows an administrator to search for, view, and/or print Transfer Tickets for all site-to-site transfers (in any status) throughout the district |
Management Quick Links
| Function |
Description |
| Vendor |
Individuals and/or companies who provide goods or services to your district (similar to a supplier) |
Top Navigation Bar
View is dependent on access given by the Administrative Administrator.
| Function |
Description |
| Home |
Displays district-provided logo, switch to site drop-down menu, clickable alerts, tag-related detailed graphs, site-wide inventory statistics, and Mobile-IT Setup |
 Catalog |
Displays product details within the site and respective location information |
 Purchasing |
Allows a site-level administrator to view district-created purchase orders, create site-level purchase orders, and receive and assign items to rooms while simultaneously recording essential purchasing data |
 Rooms |
Displays the locations you will see and account for items within your district |
 Staff |
Allows a site-level administrator to add or edit a staff member’s details and track inventory assigned to them |
 Students |
Allows a site-level administrator to add or edit a student’s details and track inventory assigned to them |
 Tags |
Allows a site-level administrator to use "Basic" and "Advanced" filters to search, view, and/or print asset details respective to this site. This is an on-screen way to access the data also located in the "Tag Export." |
 Audits |
Provides the ability to initiate, view progress, and reconcile tag audit states |
| Quick Search |
Allows a user to search quickly for a specific tag, serial number, student, or staff member |
 Help |
Takes user to the Learning Center, where you will need to search for the issue using keywords |
 User |
Identifies the user currently logged in to the Asset Management application and allows the user to log off from the application |
Panel Display Reports
Displays options for users to customize the dashboard panel view including statistics, notifications, and/or alerts.
| Function |
Description |
| None |
Quadrant is left blank |
| Notifications |
Shows audits, tags, and transfers at this site requiring action by a user |
| Outbound Transfers Pending Approval |
Shows transfer #, created date, destination site, and progress for transfers initiated or received at this site. |
| Staff Status |
Shows a list of staff, including Staff ID, Staff Name, Status and Inventory Count for this site. Filters include Staff Status, Staff Inventory and Staff Location Site. |
| Purchasing: Outstanding Tags to Receive |
Shows quantity of tags to be received on a purchase order (at this site). Filters include Tagging Overdue By and Purchase Date Range. |
| Inventory Statistics |
Shows quantity and monetary value of inventory at this site (total, available, and in use). Filters include Product Type. |
| Tag Distributions |
Shows the breakdown of assigned tags by percentage/quantity for this site. |
| Tag Status Change Over Time |
Shows the trend of tags, according to selected status, over a period of time for this site. Filters include Status and Date Range. |
| Tag Status Change Over Time |
Shows status of tags allotted to a room at this site. |
| User Login |
Shows which users have logged in to Asset Management at this site during an allotted period of time. Filters include User Roles, User Types and Date Range. |