Students are the individuals within a site who may have an issued item. The Students grid allows you to search for active students (default) and inactive students (if "Show Inactive" is selected). Students are imported/updated on a nightly basis from your Student Management system.

Students Functionality

Students allows a site user to add students, edit student details, issue items to students, and view/print student inventory reports.

Functionality
Add Record	Add a student to this site
Bulk Charge	Single charge assessed to multiple students
Show Inactive	Allows a search for and view of students marked as inactive
Search Fields	Located at the top of the Students grid, allows a site to search for a specific student using Student ID, First Name, Middle Name, Last Name, Grade, and Homeroom
Edit	Allows a site user to add/edit the respective student’s details
Issue Inventory to Student	Under Actions, allows a site user to issue an item(s) to the respective student
Inventory History	Under Actions, displays the inventory history of the respective student, including Product Number, Product Name, Tag, Status, Scan Date, Source, Destination, Notes, and Custom Field Information
View Transaction Receipt Report	Under Actions, displays a list of all products and the respective tag numbers issued to the student (PDF format)
Assess Charge	Under Actions, allows charges to be assessed to a student for lost/stolen items and/or accessories

Students Selection

Selection of a student allows a user to view details for that respective student via a series of tabs.
Click each tab below to learn more about each option.

• "Details" Tab
• "Inventory" Tab
• "Charges" Tab
• "Attachments" Tab

Students Details

The "Details" tab displays each student's detailed information, as imported into Asset Management from the student management system and/or as entered by the site user.

Students "Details" Tab
Student ID	An alpha and/or numeric identification number
First	First name of student
Middle	Middle name of student
Last	Last name of student
Grade	Grade level the student is associated
Homeroom	Homeroom the student is associated
Address 1	Address of student
Address 2	Secondary address of student
City	City of student
State	State of student
Zip	Zip code of student
Phone	Phone number of student
Student E-Mail	E-mail address of student
Parent E-Mail	E-mail address of parent
Notes	Displays any site user created notes

Students Inventory

The "Inventory" tab displays each student's inventory quantities by item.

Students "Inventory" Tab
Product Number	An auto generated field; however, the administrative administrator has the option to enter a unique product number
Product Name	Name of the product
Tag	Unique identifier affixed to each item (which could be a district asset tag and/or an Asset Management created tag number) and used to track individual items within Asset Management
Status	Displays the status of any item currently issued to the student (e.g. In Use, Lost, etc...)
Scan Date	Displays the last modified date for the respective item
Site	Displays the last modified date for the respective item
Quick Collect	Under Actions, collects the item from the student, returning it to the original source
Product Distribution Receipt	Under Actions, receipt listing items issued to or collected from a student and includes the student’s digital signature (PDF format)
Assess Charge	Under Actions, allows the site user to assess a charge related to the item

Students Charges

The "Charges" tab displays assessed charges for the respective student. Charges are assessed when an item has been damaged and/or as a prerequisite before an item is issued.

Students "Charges" Tab
Product Name	Name of the product
Tag	Unique identifier affixed to each item (which could be a district asset tag and/or an Asset Management created tag number) and used to track individual items within Asset Management
Charge Type	Created by a district level administrator to categorize charges and determine settings per charge type. A site user may or may not: change the price of a charge type, view percentages based on the product’s replacement price, or issue a charge type without an issued tag
Amount	Displays the amount of the assessed charge (this may or may not be changed dependent on district level administrative settings)
Due	Displays the remaining balance of the charge amount (a satisfied charge will display a zero balance)
Payments	Displays the amount paid on the charge
Refunds	Displays the amount refunded on the charge
Issued Date	Displays the date the charge was issued to the student
New Charge Payment	Under Actions, allows a site user to add a payment to the respective charge (partial or full payments)
Refund	Under Actions, allows a site user to refund part or all of a payment received for a respective charge
Charge Receipt	Under Actions, allows a site user to view/print the details of a charge, including information regarding the product, the charge type assigned, the status of the charge, and charge notes, and payment history

Students Attachments

The "Attachments" tab allows the user to upload documents pertaining to this student, and it stores signed distribution receipts for future access.

Students "Attachments" Tab
Add Attachment	Allows the user to attach a desired file
Delete Attachment	Deletes the file attachment
File Name	Name of the attached file
File Size	Size of the attached file
Notes	Allows the user to make notes pertaining to the attached file
Date Attached	Date file was attached
Attached By	User who attached the file

Students Reports

The Students grid provides multiple reports to be viewed and/or printed. When viewing reports, ALL STUDENTS are included unless the Students Grid has been filtered for a subset of records prior to running the report.

Students Reports
Barcode IDs	Provides a list of all students within a site and their respective ID number barcode (PDF format)
Full Charges Receipts	Provides a report including full receipts of all charges and charge activity for each student
Transaction Receipts	Provides a list of all products and their respective tag numbers, issued to the student(s) (PDF format)
Accessory Listing	Provides a list of the quantity of accessories issued to students and quantity missing (CSV format)
Charge Listing	Provides a list of students with assessed charges (satisfied and/or unsatisfied) (CSV format)
Inventory Due Date Listing	Provides a list of students with overdue items (CSV format)
Student Inventory Status	Provides a list of students, items issued to them, and the respective details of those items
Student Listing	Provides a list of the students (CSV format)
Charge Activity Listing	Provides a list of the student’s respective charges (satisfied or unsatisfied), and any charge payments (payment, void, or refund (CSV format)
Students with No Distributions	Provides a list filtered by Product Type of students who were not issued the respective product type (CSV format)
View Transaction Receipt Report	Student Grid area – provides a list of all products and the respective tag numbers issued to the student(s) (PDF format)