This page explains how the scope of certain privileges changes in light of the new Inventory module. |
The Inventory Manager is also a new default role that you can find in the Roles tab:
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. |
In the Inventory module, the Catalog and Equipment and Supply Lists tabs are available for Case Authors
Case Authors can create new Equipment and Supply Lists in the Inventory module. |
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 events of the activities that are shared with them for reading and writing or events that are not added to any activity. |
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 active user a Transaction Assignee that can be assigned as the person in charge of a check-in or check-out transaction.
Uncheck the Inactive checkbox in the Account tab of the user. |
Once you make a user a Transaction Assignee, the system automatically generates a QR-code.
Print the system-generated QR-code so that users can easily identify themselves when picking up or bringing back equipment. |
If you uncheck the Transaction Assignee option, the system permanently deletes the QR-code of the user.
If you switch back this option, the user will receive a brand new QR-code. Print the new one to replace the old QR-code on the user's ID. |