TIPWeb-IT 7.4.0.0 Enhancements
What’s New? Review the 7.4 enhancement details below. Released: October 2017
Audits Features
Audits – Found Sync: Allows administrators in the administrative view to select a District Setting which Allows for manual synchronization of Found Items Across Open Audits that have been Reconciled. Click here
The Found Sync function is accessible from the site view under the Audits Grid. When selected it will synchronize all open audits across the district; cross-checking tags across all open audits which have been marked as misplaced and then reconciled to ignore. If any tags are also marked as missing on another open audit, these tags will be added to the found sync list with the current audit. When conducting the found sync, the tags on the current audit, are updated from missing to found. A pdf report is available for review and to print. Click here
Audits – Reconcile – Usability Improvements:
Selection Checkboxes – A new checkbox option has been added next to each tag within the Reconcile Audits Grid. This option is helpful when selecting tags to bulk reconcile. Click here
Tag Status Filter and Sort – A new Tag Status field displays under the filter panel on the Reconcile Audits Grid. The multi-select dropdown allows for filtering of multiple statuses, including a Check All action. The column displays within the Blue Grid header as Tag Status. Click here (See Notes in Help page)
Audit Details Report – Previously, the report displayed Site and Tag Information before displaying actual audit data. An update has been made to allow for the output to be arranged by Audit Information first. When a user selects the report, a settings window opens with the option to Arrange by Audit Information. The column header Status now displays as Tag Status. Click here
Purchasing Features
Change Product Numbers on Tags: Allows administrators in the administrative view to edit the product number of a line item on a purchase order. Administrators are walked through a process to ensure custom fields are reconciled accurately. Click here
User Permissions – Administrative: The addition of a new permission template for administrative users. Allowing for a district to limit or expand the permissions of an administrative user, including Bulk Edit modifications. Click here
Transfers Designated Sites: Allows administrators in the administrative view to restrict a site from receiving inventory through transfers. When the setting is enabled, the designated site will not be viewable by others for a site to site transfer. Click here (See Notes at the bottom of the Help page.)
Tags – Bulk Edit – Status/Archive:
Statuses – Site view administrators, with Tag Edit Permissions, can Bulk Edit status changes from the Tags’ Grid. Click here
Archive – Administrators in the administrative view, while bulk status changing, have the capability to bulk Archive tags from the Tags’ Grid. Click here
Reports:
Full Charge Receipt – Accessed from the site view by administrators and users. The report is located under the Charges tab of a staff/student account and displays a full listing of charges associated with the staff/student. Staff Link Student Link
Product Line Listing Report – All users who have view access to the Purchasing Grid are able to access the report. Allows users to view a list of all products on purchase orders within a single report. Click here
Transfers Designated Sites
Change Product Numbers on Tags: Allows administrators in the administrative view to edit the product number of a line item on a purchase order. Administrators are walked through a process to ensure custom fields are reconciled accurately. Click here
User Permissions – Administrative: The addition of a new permission template for administrative users. Allowing for a district to limit or expand the permissions of an administrative user, including Bulk Edit modifications. Click here
Transfers Designated Sites: Allows administrators in the administrative view to restrict a site from receiving inventory through transfers. When the setting is enabled, the designated site will not be viewable by others for a site to site transfer. Click here (See Notes at the bottom of the Help page.)
Tags – Bulk Edit – Status/Archive:
Statuses – Site view administrators, with Tag Edit Permissions, can Bulk Edit status changes from the Tags’ Grid. Click here
Archive – Administrators in the administrative view, while bulk status changing, have the capability to bulk Archive tags from the Tags’ Grid. Click here
Reports:
Full Charge Receipt – Accessed from the site view by administrators and users. The report is located under the Charges tab of a staff/student account and displays a full listing of charges associated with the staff/student. Staff Link Student Link
Product Line Listing Report – All users who have view access to the Purchasing Grid are able to access the report. Allows users to view a list of all products on purchase orders within a single report. Click here