The Rooms screen displays the physical location within a site to which an item is assigned. The Rooms grid allows you to search for active rooms (default) and inactive rooms (if "Show Inactive" is selected).
- Navigation:
- Site View
- Rooms
There are multiple functions that allow a site to perform tasks pertaining to the creation of rooms, the altering of existing room details, and the reporting of inventory within each room.
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Rooms Functionality
Rooms allow a site to perform multiple tasks pertaining to the creation of rooms and the inventory within each room.
| Functions | |
|---|---|
| Adds a room to this site. | |
| Show Inactive | When checked, allows a site to search for and view any room marked as "inactive." |
| Search Fields | Located at the top of the Rooms grid, allows a site to search for a specific room using the Room Number, Description, Room Type, and/or Other search fields. |
| Located on each room's row, this is the process by which a site may edit the respective room's details. | |
| Actions | Allows the site user to affect the room's inventory in the following ways:
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Room Details
The "Details" tab displays each room's detailed information as entered by the site.
| Details | |
|---|---|
| Room Number | An alpha and/or numeric room number which corresponds with the site's floor plan (up to 13 alpha/numeric characters). |
| Description | The name of the room (e.g., Principal's Office, Library, Chemistry Lab, etc.). |
| Room Type | General categories designated by an Administrative user which are used to label different types of rooms within a site (e.g., Classroom, Computer Lab, Storage, etc.). |
| Other | An optional field which the site can use to track miscellaneous information regarding this room. |
| Notes | Displays any site created notes that may be helpful for the site. |
Room Inventory
The "Inventory" tab displays each room's inventory counts for the site by product.
| Details | |
|---|---|
| Product Number | An alpha and/or numeric room number which corresponds to the site's floor plan (up to 13 alpha/numeric characters). |
| Product Name | The name of the room (e.g., Principal's Office, Library, Chemistry Lab, etc.). |
| Total Inventory | General categories designated by an Administrative user which are used to label different types of rooms within a site (e.g., Classroom, Computer Lab, Storage, etc.). |
| In Use | An optional field which the site can use to track miscellaneous information regarding this room. |
| Available | Displays any site-created notes that may be helpful for the site. |
| Room to Room Transfer |
Expanding the Product line item provides:
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Room Staff
The "Staff" tab displays the staff assigned to the room, for homeroom association.
| Details | |
|---|---|
| Staff ID Search Field | Located at the top of the "Staff" tab, allows a site to search for a specific staff member for homeroom association. |
| Allows a user to search or enter in a room number to reassign all associated staff members to another room. | |
| Show Inactive | When checked, allows a site to view staff members marked as inactive for the room. |
| Staff ID | An alpha and/or numeric identification number. |
| First | First name of staff member. |
| Middle | Middle name of staff member. |
| Last | Last name of staff member. |
| Grade | Grade level to which the staff member is associated. |
| Staff Type | General categories used to label different types of staff members within a site (e.g., Teacher, Technical Staff, Administrative Personnel, etc.). |
| Actions | Functions allowing the site user to affect the staff’s room association.
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Rooms Reports
The "Rooms" grid provides multiple reports to be viewed/printed.
| Report Dropdown Menu | |
|---|---|
| Barcode IDs | Provides, in PDF format, a listing of the rooms on a site and their respective barcodes. |
| Room Inventory Report | Provides, in PDF format, a listing of the Products in a room, including the Qty and Tag# for those products. Fields include: Product Number w/Barcode, Product Name, and other Product Details, as well as the Tag Numbers and any accessories assigned to the Product. |
| Room Inventory Worksheet | Provides, in PDF format, a listing of the items within each room and their respective details including Tag, Product Name, Model, Product Type, Serial, Price, and any information in the "Other" field. |
| Room Audit Detail Report | Provides, in CSV format, a listing of the tags and their last audit state from room audits (based on the filters applied to the Rooms grid and by the report filters). |
| Room Listing | Provides, in CSV format, a listing of the rooms on a site, including a room's Room Number, Room Description, Room Type, and any information stored in the "Other" field. |
| Room Components Listing | Provides, in CSV format, a listing of all parent and component tags for each room located on the site or for the rooms for which the rooms grid has been filtered. |
| Individual Record Reports | |
|---|---|
| Located on each room's row, this contains the inventory assigned to the respective room. This report is in PDF format and focuses on providing the details of Products in the room, the Qty, and Tag# for those products. Fields include: Product Number w/Barcode, Product Name, and other Product Details, as well as the Tag Numbers and any accessories assigned to the Product. | |
| Located on the "Audits" tab under each room’s record, each audit's row contains the respective room audit's details for THIS audit. Fields include: Room Name, Room Number, Room Type, Site Name, Date Printed, Audit Status, Last Modified Date, Last Modified By, Created Date, Created By, Finalized Date, Finalized By, Audit Inventory counts, Tag Number, Expected Location. Audit Location, and Action Taken. |
Room Audits
The "Audits" tab displays each audit created for the respective room.
| Details | |
|---|---|
| Add an audit to this room. | |
| Located on each audit's row, this is the process by which a site may edit/add tags to the respective audit. (Closed Audits cannot be edited.) | |
| Created Date | Displays the date the audit was created. |
| Initiated By | Shows if the audit was initiated by the Site or District. |
| Status | State of the audit (i.e., New, In Progress, Finalized, and Closed). |
| Modified Date | Displays the last date the audit was modified. |
| Inventory | Displays the inventory count of the tags located in the room. |
| Verified | Displays the inventory count of the tags which were verified in the room. |
| Found | Displays the inventory count of the tags that were expected to be in this room but were in another room. |
| Missing | Displays the inventory count of the tags which were not verified to be in the room. |
| Misplaced | Displays the inventory count of the tags which were in this room yet expected to be in another room. |
| Actions | Functions allowing the site user to affect the room's audit.
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