"Management Settings" allows the administrative level to set user preferences, which affect user experiences within Asset Management.

1.  Navigation:
2. Admin View
3. Quick Links

Set Transaction History Settings Preference

The "Inventory Transaction History" for "Rooms," "Staff," and "Students" is a preference setting within the administrative view that affects each site's "Student Transaction Receipts," "Staff Transaction Receipts," and the "Inventory History" screens for students, staff, and rooms.

This district-wide preference displays inventory assigned to rooms/students/staff after a specified time and hides previous transaction history.

Assets with a status of “In Use,” “Lost,” or “Stolen” will continue to display regardless of time constraints. The default setting is set to "Show All" (no date limitations).

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select Show After the Following Date.
4. Click on the Calendar Tool to open the calendar popup. Select the respective date.
5. Click on Save. The following message displays: "All preference changes have been saved."
6. Click on Close to close the "Manage District Settings" window.

Set Student Inventory Management Preference

This district-wide preference automatically transfers student-issued inventory from a previous campus to the student’s new campus.

After clicking Save for this preference, the transfer of student-issued items will occur with the next student information system import, which is usually performed each night.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select Automatically Transfer Student Inventory Data.
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

Set Approvals for Audits

This preference affects the reconciliation of tags during an audit, specifically "Misplaced" tags. If this setting is selected, when a tag is in "Misplaced" status, the user cannot complete the "Collect" action for that tag if the expected location is at a different site. The preference can be toggled on and off.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select the preferences:
   • District Initiated Audits are Approved By: Site Admins – The site must approve or deny all results before the district can reconcile the audit
   • District Initiated Audits are Approved By: District Only – The district can reconcile the audit without site approval/denial
   • Allow Manual Synchronization of Found Items Across Open Audits that have been Reconciled – Allows for the synchronization of tags across all open administrative-created audits. "Found Sync" locates current missing tags marked as "Misplaced" across other audits (district-wide) and provides the option to mark those tags as "Found"
   • Allow Quick Tag Verification on Tag Information Modal – Allows users to do an audit on an individual tag when they are in possession of the tag
   • Disable Tags from Being Collected if Located at Another Site – When a tag is in "Misplaced" status, the user cannot complete the "Collect" action for that tag if the expected location is at a different site
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

Set Found Synchronization for Audits

This district-wide preference allows for tag synchronization across all open administrative-created audits. "Found Sync" locates current missing tags marked as "Misplaced" across other audits (district-wide) and provides the option to mark those tags as "Found." The preference can be toggled on and off.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select Allow Manual Synchronization of Found Items Across Open Audits that have been Reconciled.
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

Allow Quick Tag Verification

This preference allows a user to perform an audit on an individual tag when they are in possession of that tag.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select Allow Quick Tag Verification on Tag Information Modal.
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

Disable the Collection of Tags from Another Site

This preference allows a site user to collect tags denoted as "Misplaced" from another site when scanned on an audit for their respective site.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select Disable Tags from Being Collected if Located at Another Site.
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.

Set Approvals for Tag Status

This preference affects tags that are "Lost" or "Stolen." If Police Report # and Attachment Required is selected, the "Police Report #" and "Attachment" are required when a tag is changed to "Lost" or "Stolen." If Requires Approval is selected, approval by an administrator is required to complete a tag’s status change to "Lost" or "Stolen" by a user. The preference can be toggled on and off.

1. Click on District Settings under "Management Quick Links." The "Manage District Settings" window opens.
2. Click on Inventory Management Settings to expand this section.
3. Select the preferences:
   • Lost Status: Police Report # and Attachment Required – The site must approve or deny all results before the district can reconcile the audit
   • Stolen Status: Police Report # and Attachment Required – When a tag’s status is changed to "Stolen," a "Police Report" and "Attachment" are required
   • Lost Status Requires Approval – When a tag’s status is changed to "Lost," an administrator’s approval is required
   • Stolen Status Requires Approval – when a tag’s status is changed to "Stolen," an administrator’s approval is required
   • Enable/Disable Statuses for Sites and Departments – Restricts tag statuses visible to sites and departments
4. Click on Save. The following message displays: "All preference changes have been saved."
5. Click on Close to close the "Manage District Settings" window.