The "Rooms" grid displays the physical location within a site to which an item is assigned. Each site in the district will define a room for every physical location within the site that might have inventory assigned to it. Rooms can also be associated with a "Staff" member to allow a staff member to be responsible for the inventory in their assigned room(s).
- Navigation:
- Site View
- Rooms
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Add a Room
- Click on Rooms, located in the top navigation bar.
- Click on Add Record.
- Enter the Room Number and Description in the respective fields.
- Enter additional information about the room in the remaining fields, if desired. Red fields are required. It is best practice to associate a "Room Type" with every room.
- Click on Add.
Edit a Room
- Click on Rooms, located in the top navigation bar.
- Click on Edit in the respective room type’s row.
- Edit the room details.
- Select/deselect the check box next to Active to activate/deactivate the room.
- Click on Update.
Associate a Staff Member to a Room
- Click on Rooms, located in the top navigation bar.
- Find the desired room and click to expand the record.
- Click the Staff tab.
- Enter the Staff ID or click Search to find the desired staff member.
The staff member is associated to the room and can now be reassigned to another room or removed from the room at any time.