Follow

Inventory Log Guide

Do you have items you need to keep a record of such as carts, DVDs, tools, etc? You are able to use the Inventory Log to keep track of which residents have checked out inventory and view the history. This article will cover how to Enable the Inventory Log, How to Add Items to the Inventory Log and how to Check Out Inventory Items.

 

Enabling the Inventory Log

Add Items to the Inventory Log

Checking Out and Returning Items

 

 

ENABLING THE INVENTORY LOG

Step 1

To enable the Inventory Log go to My Dashboard > Application Settings > Toggle 'On' Inventory Log > Click 'Save Changes' at the bottom of the page.

Please Note: This is an Admin only function.

 

Step 2

Once the Inventory Log is turned on it can be found under My Dashboard > Inventory Log.

 

ADD ITEMS TO THE INVENTORY LOG

Step 1

To add an item to Inventory, click 'Add New Item'.

 

 

Step 2

Fill out the Item Name, Description, Category, and scan the barcode with the scanner (optional). It is also optional to require a signature when the item is checked out. Then click 'Add Item'. To print out a barcode use this website: http://www.barcodesinc.com/generator/index.php.

 

CHECKING OUT AND RETURNING ITEMS

Step 1

To check out an Inventory Item to a resident go to My Dashboard > Inventory Log > Check Out.

 

Step 2

Fill out the Unit/Name of the resident. If a signature is required, the resident will sign for the item on the signature pad. Click 'Check Out'.

 

Step 3

To return the Inventory Item go to My Dashboard > Inventory Log > Return.

Step 4

Click 'Return Item'. 

Tip: The 'Check in Comments' are optional but is best used when an item is returned damaged or late.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk