Frontline Inventory & Help Desk Management

Mobile Site: Conduct Room Audit

"Room Audits" are available in the Mobile Site View of Asset Management. The Asset Management Mobile Site View allows ease of use when accessing your Asset Management data using a smart/mobile device. An "Audit" allows a site to scan all tags in a room and quickly identify missing items, misplaced items, items found in an unexpected location, and where those misplaced items should be located.

  1.  Navigation:
  2. Mobile Site View

Log In to the Mobile Site View

  1. Access your district's Asset Management login screen within your smart/mobile device's browser window.
  2. Click on Mobile Site (located beneath the logon.png Log On button).
  3. Enter your Asset Management username and password.
  4. Click on logon.png Log On. Upon successful log on, your assigned site will be listed on the "Audit Inventory" screen.

Create a Mobile Site Room Audit

"Initializing" is the process used when entering items currently located in a room but not yet tagged/tracked in Asset Management (for example, a mounted ceiling projector that was purchased years ago). Additionally, this verifies the tag on the current audit.

This process requires a tag for each item initialized and is only available for audits in the status of "New" or "In Progress."

  1. After logging in to the Mobile Site View, click on the respective site's Name.
  2. Scroll down the page and click on the respective room. OR, using the search field at the top of the screen, enter the room number for the respective room and click on approve.png Verify. The screen changes and displays all audits for the respective room and their respective audit status.
  3. Click on newaudit.png Create a New Audit. The new audit opens.
  4. Scan/enter each tag number located in the respective room into the Tag field at the top of the screen.
    • You can enter all tags physically located in the respective room, even if the product is not listed in the "Room Audit" window as an issued/expected product for that room. Asset Management identifies each tag as "Missing," "Misplaced," "Found," or "Verified" and allows the site administrator to take action tag by tag.

MobileSite_RoomAudit.PNG

  1. If needed, click on MobileSite_Back.PNG Back to leave the audit prior to finalizing.
  2. Click on MobileSite_CompScan.PNG Complete Scan to end and lock the audit from additional tag entries. This changes the audit status from "In Progress" to "Finalized."

Continue an In Progress Audit

  1. After logging in to the Mobile Site View, click on the respective site's Name.
  2. Scroll down the page and click on the respective room. OR, using the search field at the top of the screen, enter the room number for the respective room and click on approve.png Verify. The screen changes and displays all audits for the respective room and their respective audit status.
  3. Locate, by scrolling down the page, and click on the respective "In Progress" room audit.

MobileSite_InProgress.PNG

  1. Scan/enter each tag number located in the respective room into the Tag field at the top of the screen.
    • You can enter all tags physically located in the respective room, even if the product is not listed in the "Room Audit" window as an issued/expected product for that room. Asset Management identifies each tag as "Missing," "Misplaced," or "Verified" and allows the site administrator to take action tag by tag.
  2. If needed, click on MobileSite_Back.PNG Back to leave the audit prior to finalizing.
  3. Click on MobileSite_CompScan.PNG Complete Scan to end and lock the audit from additional tag entries. This changes the audit status from "In Progress" to "Finalized."