Asset Management

Basics Group Training

Session Recordings

Asset Management Basics:
Administrative View Session 1

00:00:00 ~Introduction and Agenda

00:00:55 ~Navigation Overview

00:05:49 ~Foundation Overview

00:05:25 ~Defining Products in the Catalog

00:07:39 ~Other Foundational Tables

Application DEMO
00:10:16 Navigation
00:13:55 Vendors
00:14:49 Funding Sources
00:18:41 Products
00:21:16 Accessories
00:24:47 Product Types
00:25:40 Custom Fields

00:25:24 ~Intro to Tags

00:36:35 ~Adding New Assets

Application DEMO
00:41:50 Recording a Purchase
00:43:21 Adding a PO Line Item (Product)
00:46:04 Receiving Products
00:49:52 Shipping Products to a Site
00:54:45 Bonus-Edit a Tag/Tag Lifecycle Report
00:57:05 Receive by Tag Import
01:03:05 Closing a Purchase Order

01:04:06 ~Room Initialization
Application DEMO
01:06:00 Room Initialization

Asset Management Basics:
Administrative View Session 2

00:00:00 ~Session Agenda

00:00:48 ~Searches and reporting

00:22:30 ~Tag Management
00:22:48 ~Bulk Edits
00:26:15 ~Quick Transfers
00:32:55 ~Issue to Staff/Student
00:43:43 ~Collect from Staff/Student

00:49:15 ~Setting up Fees and Charges

01:01:14 ~District Settings

01:11:06 ~User Management

Asset Management Site View Basics

00:00:00 ~Trainer Introduction and Plan
00:00:36 ~Navigation Overview
Dashboard & Grid Layout
Location Types

00:06:30 ~Intro to Tags
Tag Information Window

13:00 ~Application Demo Navigation

00:16:29 ~Rooms Grid
Room Record Review
Create a Room
Room Initialization

00:27:05 ~Tag Management
00:30:24 Issuing to Staff/Students
00:36:48 Collecting Staff/Students
00:39:55 Room to Room Transfer
00:45:04 Site to Site Transfer

00:52:50 Assessing Charges

1:06:05 Searches and Reporting
Built-in Reports
Custom Searches and Reports