Asset Management allows items to be moved from room to room within a site through a process called "Room-to-Room Transfers." Assets located at another site or issued to a student or staff member cannot be transferred through this process but must be transferred using a "Site-to-Site Transfer" or collected to a room using the "Quick Collect" process.
- Navigation:
- Site/Warehouse View
- Quick Links
- Room to Room
- Click on Room to Room, located in the "Site Tools Quick Links" menu. The "Room to Room" window opens.
- Enter/scan the Room Number where the item will be moved. If you manually enter the number, click on Next or press the Enter key on your keyboard to proceed to the next field. OR, click on Search to find and select the appropriate "Room."
- If multiple tags are being moved to the same room, select the Lock icon on the respective field(s). This allows you to scan tag numbers without entering redundant information for each tag.
- Select the status of the item being moved using the Status drop-down menu.
- (Optional) Click on Lock/Unlock to lock the status.
- Enter/scan the tag number into the Tag field. If you manually enter the number, click on
Save to add this item to the selected room. - Continue to scan or enter tag numbers until all items have been moved to the selected room. If desired, you can unlock and change the Room field and/or change the Status field before entering another tag. Unless changed, those fields retain the original settings from steps 2 and 3.
- Click on Done to close the "Room to Room" window.