This process allows a site to collect an item in the status of “In Use” from a staff member to a room or transfer.

1.  Navigation:
2. Site/Warehouse View
3. Staff

Collect from Staff Account to a Room

1. Click on Staff, located in the top navigation bar.
2. Filter for the respective staff member. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.

3. Within the Inventory tab, locate the item to be collected and click on Quick Collect under the "Actions" column. The "Quick Collect" window opens.
   • Fields will auto-populate with tag information.
   • The "Collect To" field defaults to "Room."

4. Enter/verify the room number collecting the tag in the Return to Room field.
   • To edit the room, click the Lock/Unlock to unlock the field.
   • Click on Search and select the respective room.
5. Select the tag status from the Collect to Status drop-down menu
6. (Optional) Enter notes in the Status Notes field. Click on Lock/Unlock to secure.
7. Verify the tag number in the "Tag" field.
8. Click on Save.
   • If there are accessories to be collected for this tag, they will display in the "Collect Accessories" grid. Edit the Collected Quantity for the respective accessory.
9. To collect the tag and respective accessories, click on Collect Accessories.
10. To generate a "Collection Receipt" and capture a digital signature, select the Full Collection Receipt from the “Reports…” drop-down menu
11. To assess a charge to associated to the collected tag and staff member account, click on Assess Charge, located under the "Actions" column in the “Scan History for Today” grid.
12. Click on Done to close the "Quick Collect" window.

Collect from Staff Account to a Transfer

1. Click on Staff, located in the top navigation bar.
2. Filter for the respective staff member. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.

3. Within the Inventory tab, locate the item to be collected and click on Quick Collect under the "Actions" column. The "Quick Collect" window opens.
   • Fields will auto-populate with tag information.

4. Select Transfer from the "Collect To" drop-down menu.
5. Enter/verify the room number collecting the tag in the Pickup Location field.
   • To edit the location, click Lock/Unlock to unlock the field.
   • Click on Search and select the respective room.
6. Click on  Search next to the "Add to Transfer" field.
   • If the transfer does not exist, select a destination from the Destination drop-down menu located in the "Create a New Transfer" area. Click on GO.
   • To use an existing transfer, select the transfer from the "Search for an Existing Transfer" grid.
7. Select the tag status from the Collect to Status drop-down menu.
8. (Optional) Enter notes in the Status Notes field. Click on Lock/Unlock to secure.
9. Verify the tag number in the "Tag" field.
10. Click on Save.
    • If there are accessories to be collected for this tag, they will display in the "Collect Accessories" grid. Edit the Collected Quantity for the respective accessory.
11. To collect the tag and respective accessories, click on Collect Accessories.
12. To generate a "Collection Receipt" and capture a digital signature, select the Full Collection Receipt from the “Reports…” dropdown menu
13. To assess a charge to associated to the collected tag and staff member account, click on Assess Charge, located under the "Actions" column in the “Scan History for Today” grid.
14. Click on Done to close the "Quick Collect" window.