The "Quick Collect" process allows a user to quickly collect an asset that has been issued to a "Staff" member or "Student" to a room, transfer, or new status.

1.  Navigation:
2. Admin/Site/Warehouse View
3. Quick Links

Quick Collect to a Room

Collecting an asset to a room is allowed only if the asset is currently issued to a staff or student. If the asset is already in a room in the "Available" status, the asset is blocked from collection and a validation error will notify the user: “Cannot Quick Collect this Tag. This Tag is Available in Room: 1234."

1. Click on Quick Collect, located in the "Site Tools Quick Links" menu. The "Quick Collect" window opens.
   
   

2. Select Room from the "Collect" to drop-down menu.
3. In the Site Name field (not available in "Site View"), enter the site where the asset is located.
   • If the asset has a restricted funding source, the asset will be blocked from collection and a validation notifies the user of the restricted funding source: "Invalid Tag Number; This tag requires restricted funding source approval."
4. In the Return to Room field, enter the room number where this tag will be collected and click on Next. OR, click on Search and select the respective room.
   • If multiple tags are to be collected to the same room, select Lock/Unlock next to the "Return to Room" field. This allows you to scan the tag numbers without entering the room number for each tag.
5. Enter the desired status in the Collect to Status drop-down menu.
6. (Optional) Enter notes regarding tag status in the Status Notes field.
   • Click on Lock/Unlock to secure.
7. Enter/scan the tag number in the Tag field.
8. Click on Save.
9. Accessories to be collected for this tag display in the "Collect Accessories" grid.
   • If needed, edit the Collected Quantity for the respective accessory.
   • During the accessory collection process, if an accessory that has the "Missing Charge" setting enabled, is not returned, a charge will be assessed to the staff/student member, based on the price designated for the accessory. The charge will be viewable under the staff/student record.
   • Click on Collect Accessories to collect the tag and respective accessories.
10. The collection history displays in the bottom grid. It displays all tags collected today.
11. To generate a "Collection Receipt" and capture a digital signature, select the Full Collection Receipt from the “Reports…” drop-down menu.
12. To assess a charge to associated to the collected tag and staff member account, click on Assess Charge, located under the "Actions" column in the “Scan History for Today” grid.
13. Click on Done to close the "Quick Collect" window.

Quick Collect to a Status Change

1. Click on Quick Collect, located in the "Site Tools Quick Links" menu. The "Quick Collect" window opens.
2. Select Room from the "Collect" to drop-down menu.
3. In the Site Name field (not available in "Site View"), enter the site where the asset is located.
   • If the asset has a restricted funding source, the asset will be blocked from collection and a validation notifies the user of the restricted funding source: "Invalid Tag Number; This tag requires restricted funding source approval."
4. In the Return to Room field, verify the room number where this tag will be collected.
5. To edit the room, click on Lock/Unlock to unlock the field. OR, click on Search and select the respective room.
   • If the asset is already in a room in the "Available" status, the asset is blocked from collection and a validation error will notify the user: “Cannot Quick Collect this Tag. This Tag is Available in Room: 1234”.
6. Select the tag status from the Collect to Status drop-down menu.
7. (Optional) Enter notes regarding tag status in the Status Notes field. Click on Lock/Unlock to secure.
8. Enter/scan the tag number in the Tag field. The tag information populates.
9. Click on Save.
10. Accessories to be collected for this tag display in the "Collect Accessories" grid.
    • If needed, edit the Collected Quantity for the respective accessory.
    • During the accessory collection process, if an accessory that has the "Missing Charge" setting enabled, is not returned, a charge will be assessed to the staff/student member, based on the price designated for the accessory. The charge will be viewable under the staff/student record.
    • Click on Collect Accessories to collect the tag and respective accessories.
11. The collection history displays in the bottom grid. It displays all tags collected today.
12. To generate a "Collection Receipt" and capture a digital signature, select the Full Collection Receipt from the “Reports…” dropdown menu
13. To assess a charge to associated to the collected tag and staff member account, click on Assess Charge, located under the "Actions" column in the “Scan History for Today” grid.
14. Click on Done to close the "Quick Collect" window.

Quick Collect to a Transfer

1. Click on Quick Collect, located in the "Site Tools Quick Links" menu. The "Quick Collect" window opens.
   
   

2. Select Transfer from the "Collect" to drop-down menu.
3. In the Site Name field (not available in "Site View"), enter the site the asset is located.
   • Selecting a site will transfer the asset to the site chosen if the asset is not already at that site location.
4. In the "Pickup Location" field, verify the room number where this tag will be collected.
5. To edit the room, click on Lock/Unlock to unlock the field. OR, click on Search and select the respective room.
6. Click on Search next to the "Add to Transfer" field.
   • If the transfer does not exist, select a destination from the Destination drop-down menu, located in the "Create a New Transfer" field. Click Create New Transfer.
   • To use an existing transfer, select the transfer from the "Search for an Existing Transfer" grid.
7. Select the tag status from the Collect to Status drop-down menu.
   • If the asset is already in a room in the "Available" status, the asset is blocked from collection and a validation error will notify the user: “Cannot Quick Collect this Tag. This Tag is Available in Room: 1234."
8. (Optional) Enter notes regarding tag status in the Status Notes field.
   • Click on Lock/Unlock to secure.
9. Enter/scan the tag number in the Tag field. The tag information populates.
10. Accessories to be collected for this tag display in the "Collect Accessories" grid. Edit the Collected Quantity for the respective accessory.
11. Click on Save.
12. Accessories to be collected for this tag display in the "Collect Accessories" grid.
    • If needed, edit the Collected Quantity for the respective accessory.
    • During the accessory collection process, if an accessory that has the "Missing Charge" setting enabled, is not returned, a charge will be assessed to the staff/student member, based on the price designated for the accessory. The charge will be viewable under the staff/student record.
    • Click on Collect Accessories to collect the tag and respective accessories.
13. The collection history displays in the bottom grid. It displays all tags collected today.
14. To generate a "Collection Receipt" and capture a digital signature, select the Full Collection Receipt from the “Reports…” dropdown menu
15. To assess a charge to associated to the collected tag and staff member account, click on Assess Charge, located under the "Actions" column in the “Scan History for Today” grid.
16. Click on Done to close the "Quick Collect" window.