"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.
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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
- After logging in to the Mobile Site View, click on Verify or the respective site's Name.
- Click on Create New Room, located at the top of the page.
- Enter the room’s details. Red fields are required information.
- Click on 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."
- After logging in to the Mobile Site View, click on Verify or the respective site's Name.
- Locate and select the respective room. The screen changes and displays all audits for the respective room and their respective audit status.
- Locate and select the respective audit.
- Click on Initialize Room Inventory.
- Enter the product number representing the item being initialized into the Product Number field (products and product numbers are available in the "Catalog").
- Click on Next. The screen refreshes with the product description and respective initializing fields.
- Enter the item's details. Red fields are required information.
- Click on 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.
- After logging in to the Mobile Site View, click on Verify or the respective site's Name.
- Locate and select the respective room. The screen changes and displays all audits for the respective room and their respective audit status.
- Locate and select the respective audit.
- Click on Initialize Room Inventory.
- Click on Create New Product. The screen refreshes with the Product Detail fields.
- Enter the product's details. Red fields are required information.
- Click on Save Product. The product is added to the district's product "Catalog." The screen refreshes with the product description and respective initializing fields.
- Enter the item's details. Red fields are required information.
- Click on 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."