Frontline Inventory & Help Desk Management

Update Tag Location or Status

"Tag Search" is available in the top navigation bar. It allows a user to search for a specific tag or an item's serial number (a minimum of 3 digits are required), review tag details, and edit tag-specific information. To edit the attributes of a tag, review "Edit a Tag."

  1.  Navigation:
  2. Admin/Site/Warehouse View
  3. Tags

Set Tag Installation Information for a Single Tag

  1. Click within the Tag/Serial Search field, located in the top navigation bar

tag_serial.png

  1. Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
  2. Click on search2.png Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
  3. Click on installation.png Set Installation Data, located in the "Installation Information" section.
    TagInfWndw_SetInstall.PNG
  4. Edit the Installation Site, Installation Room, and Installation Date (required fields are red).
  5. Click on go.pngGo.
  6. Click on x.png Close to close the "Tag Information" window.

Change Tag Location

If a tag is located in a room at the user’s site and has a status of "Available," the tag can be issued to a staff member, student, or room from the "Tag Information" window.

  1. Click within the Tag/Serial Search field, located in the top navigation bar.

tag_serial.png

  1. Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
  2. Click on search2.png Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
  3. Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
  4. Select the respective location under the "--- Change Location ---" menu subcategory. The "Issue Inventory" window or "Room to Room" window opens.
  5. Enter/scan the Student or Staff ID (when issuing tag to student or staff).
    1. Click on the calendar2.pngCalendar Control (open the calendar popup) to set the Due Date.
  6. Enter/scan the Room (when completing a "Room" transfer).
    1. For a room transfer, select Use Previous Tag Status, or deselect and use the drop-down menu to designate new status.
  7. The tag is not automatically issued. Click on save.png Save to issue the tag.
  8. Click on done.png Done.
  9. Click on x.png Close to close the "Tag Information" window.

Change Tag Status

A user must be logged into the site where the tag is located to edit the tag's status.

If required, a user must add the "Police Record #" and "Attachment" when changing the status to "Lost" or "Stolen."

  1. Click within the Tag/Serial Search field, located in the top navigation bar.

tag_serial.png

  1. Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
  2. Click on search2.png Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
  3. Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
  4. Select the respective status under the "--- Change Status ---" menu subcategory. The "Change Status" window opens.
  5. Enter/scan the sale price in the Sale Price field if the tag status is changed to "Sold" or "Auctioned."
  6. (Optional) Enter notes related to status change in the Status Notes field.
  7. The tag is not automatically issued. Click on save.png Save to issue the tag.
  8. Click on go.pngGO.
  9. Click on x.png Close to close the "Tag Information" window.

Delete a Tag

A user must be logged into the site where the tag is located to delete a tag.

Criteria must be met to delete a tag, including source of "Initial," asset type of "Standalone" or "Component," located in a "Room," and no "Audit" or "Transfer" history.

  1. Click within the Tag/Serial Search field, located in the top navigation bar.

tag_serial.png

  1. Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
  2. Click on search2.png Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
  3. Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
  4. Select the status Delete under the "--- Administrative ---" menu subcategory. The "Delete Tag" window opens.
  5. Verify the tag to be deleted. Click Confirm. The "Tag Information" window closes.