Frontline Inventory & Help Desk Management

Mobile App: Capture Data for 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, and where those misplaced items should be located.

  1.  Navigation:
  2. Mobile Site View

While performing audits with a mobile device, you may identify data not previously captured in Asset Management (such as an out-of the-way room or an uncommon product). The Mobile Site View allows the capture of this missing data into Asset Management. The following features assist in performing efficient and comprehensive audits.

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Add a Room

  1. After logging in to the Mobile Site View, click on approve.png Verify or the respective site's Name.
  2. Click on MobileApp_CreateRoom.png Create New Room, located at the top of the page.
  3. Enter the room’s details. Red fields are required information.
  4. Click on MobileApp_SaveProduct.png Save Room, located at the bottom of the page.

Initialize an Item to a Room

"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 approve.png Verify or the respective site's Name.
  2. Locate and select the respective room. The screen changes and displays all audits for the respective room and their respective audit status.
  3. Locate and select the respective audit.
  4. Click on MobileApp_InitRmInv.png Initialize Room Inventory.
  5. Enter the product number representing the item being initialized into the Product Number field (products and product numbers are available in the "Catalog").
  6. Click on down.png Next. The screen refreshes with the product description and respective initializing fields.
  7. Enter the item's details. Red fields are required information.
  8. Click on MobileApp_InitRmInvVerify.png Initialize Inventory and Verify on Audit. The screen refreshes and displays the tag added to the audit (and Asset Management) with the "Tag Audit State" as "Verified."

Add a Product

"Products" are the items district-level administrators have entered into Asset Management. This creates an application-wide accessible product catalog from which tags are assigned.

"Product Number" is an auto-generated field. You have the option of entering your own existing product number or letting Asset Management assign the new product an auto-generated Asset Management product number. Product Names are limited to 90 characters.

This process requires administrator rights.

  1. After logging in to the Mobile Site View, click on approve.png Verify or the respective site's Name.
  2. Locate and select the respective room. The screen changes and displays all audits for the respective room and their respective audit status.
  3. Locate and select the respective audit.
  4. Click on MobileApp_InitRmInv.png Initialize Room Inventory.
  5. Click on MobileApp_CreateProduct.png Create New Product. The screen refreshes with the Product Detail fields.
  6. Enter the product's details. Red fields are required information.
  7. Click on MobileApp_SaveProduct.png Save Product. The product is added to the district's product "Catalog." The screen refreshes with the product description and respective initializing fields.
  8. Enter the item's details. Red fields are required information.
  9. Click on MobileApp_InitRmInvVerify.png Initialize Inventory and Verify on Audit. The screen refreshes and displays the tag added to the audit (and Asset Management) with the "Tag Audit State" as "Verified."