At the individual level, the collection receipt focuses on inventory collected or returned by a student. Once an item has been collected, the individual can digitally sign the receipt, which is then automatically stored under the Attachments tab.
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View/Sign Collection Receipt from Student
- Click on Students, located in the top navigation bar.
- Click the name of respective student. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
- Click on the Inventory tab.
- Under "Actions," click on Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
- Scroll to the bottom of the receipt and click Sign Receipt. The "Sign Receipt" window opens.
- Using a mouse or stylus, sign in the window.
- Click Decline Signature, Clear Signature, or Accept Signature.
- Clicking Accept Signature allows immediate access to a PDF of the receipt that contains the captured information and signature.
- Click on Close to close the "Product Distribution Receipt" window.
E-Mail Collection Receipt to Student
When "Allow Sites to E-Mail Receipts to Students/Parents" is enabled, a digital copy of the collection receipt can be e-mailed and kept with the student’s records.
- Click on Students, located in the top navigation bar.
- Click the name of respective student. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
- Click on the Inventory tab.
- Under "Actions," click on Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
- Scroll to the bottom of the receipt and click E-Mail Receipt. The "E-Mail Confirmation" window opens.
- Enter an e-mail address in the Student or Parent E-Mail Address field.
- If the student or parent has an e-mail address on file, the e-mail address automatically populates.
- Select Update E-Mail Record to add the e-mail address to the student or parent’s record. If your district updates student records via integration with a student information system, you must update the email record in that system.
- Click on Confirm to send the e-mail.
- Click on Close to close the "Product Collection Receipt" window.