At the individual level, the distribution receipt focuses on a single inventory item assigned to a staff member. Once an item has been assigned, the individual can digitally sign the receipt, which is then automatically stored under the Attachments tab.
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View/Sign Distribution Receipt from Staff
- Click on
Staff, located in the top navigation bar.
- Click the name of respective staff member or student. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
- Click the Inventory tab.
- Under "Actions," click on
Product Distribution Receipt in the row of the respective tag number. The "Product Distribution 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 containing the captured information and signature.)
- Click on
Close to close the "Product Distribution Receipt" window.
E-Mail Distribution Receipt from Staff
When "Allow Sites to E-Mail Receipts to Staff" is enabled, a digital copy of the collection receipt can be e-mailed and kept with the staff member’s records.
- Click on
- Click the name of respective staff member. The grid expands and displays the Details, Inventory, Charges, and Attachments tabs.
- Click the Inventory tab.
- Under "Actions," click on
- 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 Staff E-Mail Address field.
- If the staff member, 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 staff member’s record.
- Click on Confirm to send the e-mail.
- Click on