Inventory Manager
Inventory module on the Dashboard
Create new items, cabinets, and locations
Manage and assign transactions
Prepare Equipment and Supply Lists for cases
Check out the contents of Setup Sheets for events and print them
Generate and export Reports to compare the current status of the inventory with the equipment and supply needs of particular events
Case Author: Basic & Full Control Version
Users with Case Author or Case Author (full control) privilege can only access the case cabinets and specific cases that were shared with them for reading and writing.
Along with Cases, the Inventory module will be featured on the Dashboard
The Edit Case pop-up in will be complemented by an Inventory tab where Case Authors can add any existing Equipment and Supply List
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
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.
To add a case to the event, first, the SRP user needs to select an activity from the corresponding drop-down.
Users with basic SRP privilege can only access the activities that are shared with them for reading and writing; SRP (full control) users can access and add any running activity to a Calendar event.
Transaction Assignee Option
There is a new checkbox available in the Inventory tab of the Edit User pop-up for each user.
With the new checkbox, you can make any user a Transaction Assignee that can be assigned as the person in charge of a check-in or check-out transaction.
Contact our support team to enable this feature for you.
Overview
Content Tools