Page History

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Inventory Manager

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: Basic & Full Control Versions

Users with Inventory Manager (full control) privilege can

• access Access to the Inventory module on the Dashboard
• Access to access every tab in the Inventory module
• Can create new items, cabinets, and locations in the Catalog tab
• Manage manage and assign transactions Transactions
• Prepare prepare Equipment and Supply Lists for cases
• Check check out the contents of of Setup Sheets for events and print them
• Generate generate and export Reports to document supply and equipment usage,
• assemble the list of disposed or lost items (Reconciliation)
• , compare the current status of the inventory Inventory with the equipment and supply needs of particular events.

The Inventory Manager (full control) is also a new default role that you can find in the Roles tab:Image Removed

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The basic Inventory Manager privilege grants only the necessary permissions to simulation lab technologists' or assistants' inside the Inventory module. 

With the Inventory Manager privilege, users can

• access the Cart and transactions through the Catalog and Transactions tab,
• perform check-ins and check-outs (with Transaction assignees option enabled)
• access every other part of the Inventory module in read-only mode.

Case Author: Basic & Full Control Versions

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• Along with Cases, the Inventory module will be featured on the Dashboard.
  
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• The Edit Case pop-up is complemented by an Inventory tab where Case Authors can add any existing Equipment and Supply List.
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• In the Inventory module, the Catalog and Equipment and Supply Lists tabs are available for Case Authors Authors.

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  Case Authors can create new Equipment and Supply Lists in the Inventory module.

  
  

• Case Authors can view Catalog items and print their QR-code, but cannot edit the properties of items.
  
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SRP (Scheduling and Resource Planner): Basic & Full Control Versions

• SRP users can finalize the equipment and supply - needs of the events they created in the Calendar, which is essentially assembling the Setup Sheet of the event.
  The Equipment and Supply List auto-populates with items once a case is selected for the event—either manually or with Advanced Scheduling.
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  Info
  To add a case to the event, first, the SRP user needs to select an activity from the corresponding drop-down.

  
  

  Note
  Users with basic SRP privilege privilege can only access the events of the activities that are shared with them for reading and writing, or events that are not added to any activity. SRP (full control) users can access the events of any activity and can add any running activity to a Calendar event.

  
  

Transaction

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Assignee 

There is a new checkbox available in the the Inventory tab of the Edit User pop-up for each user.With the new checkbox With this checkbox, you can make any active user a Transaction Assignee that can be assigned as the person in charge of a check-in or check-out transaction.

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Withdrawing the Transaction Assignee Property

If you uncheck the Transaction Assignee option, the system permanently deletes the QR-code of the user.

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