"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."
- Navigation:
- Admin/Site/Warehouse View
- Tags
Click a hyperlink below to jump to that topic:
Set Tag Installation Information for a Single Tag
- Click within the Tag/Serial Search field, located in the top navigation bar
- Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
- Click on Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
- Click on Set Installation Data, located in the "Installation Information" section.
- Edit the Installation Site, Installation Room, and Installation Date (required fields are red).
- Click on Go.
- Click on 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.
- Click within the Tag/Serial Search field, located in the top navigation bar.
- Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
- Click on Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
- Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
- Select the respective location under the "--- Change Location ---" menu subcategory. The "Issue Inventory" window or "Room to Room" window opens.
- Enter/scan the Student or Staff ID (when issuing tag to student or staff).
- Click on the Calendar Control (open the calendar popup) to set the Due Date.
- Enter/scan the Room (when completing a "Room" transfer).
- For a room transfer, select Use Previous Tag Status, or deselect and use the drop-down menu to designate new status.
- The tag is not automatically issued. Click on Save to issue the tag.
- Click on Done.
- Click on 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."
- Click within the Tag/Serial Search field, located in the top navigation bar.
- Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
- Click on Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
- Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
- Select the respective status under the "--- Change Status ---" menu subcategory. The "Change Status" window opens.
- Enter/scan the sale price in the Sale Price field if the tag status is changed to "Sold" or "Auctioned."
- (Optional) Enter notes related to status change in the Status Notes field.
- The tag is not automatically issued. Click on Save to issue the tag.
- Click on GO.
- Click on 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.
- Click within the Tag/Serial Search field, located in the top navigation bar.
- Enter/scan the tag number (it can be made up of alpha and/or numeric characters).
- Click on Search or press the Enter key on your keyboard. The "Tag Information" window opens and displays the tag details.
- Click on the Select Action drop-down menu, located in the upper right corner of the "Tag Information" window.
- Select the status Delete under the "--- Administrative ---" menu subcategory. The "Delete Tag" window opens.
- Verify the tag to be deleted. Click Confirm. The "Tag Information" window closes.