Frontline Inventory & Help Desk Management

View/Sign a Collection Receipt from Student

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

  1. Click on student.png Students, located in the top navigation bar.
  2. Click the name of respective student. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
  3. Click on the Inventory tab.
  4. Under "Actions," click on scroll.png Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
  5. Scroll to the bottom of the receipt and click sign.gif Sign Receipt. The "Sign Receipt" window opens.
  6. Using a mouse or stylus, sign in the window.
  7. Click Decline Signature, Clear Signature, or Accept Signature.

    SignReceipt.PNG
  • Clicking Accept Signature allows immediate access to a PDF of the receipt that contains the captured information and signature.
  1. Click on x.png 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.

  1. Click on student.png Students, located in the top navigation bar.
  2. Click the name of respective student. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
  3. Click on the Inventory tab.
  4. Under "Actions," click on scroll.png Product Collection Receipt in the row of the respective tag number. The "Product Collection Receipt" window opens.
  5. Scroll to the bottom of the receipt and click email.png E-Mail Receipt. The "E-Mail Confirmation" window opens.
  6. 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.
  7. Select check.png 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.
  8. Click on Confirm to send the e-mail.
  9. Click on x.png Close to close the "Product Collection Receipt" window.

Note:

  • If the receipt was previously signed, it can be viewed from the Attachments tab for the respective user.
  • If an item has a due date, the "Due Date" is indicated in the bottom-right corner of the "Product Distribution Receipt." By signing the "Product Distribution Receipt," the student acknowledges the due date.