Tag Search is available in the top navigation bar. It allows a user to search for a specific Tag or an item's serial number (a minimum of 3 digits are required), review details regarding that Tag, and edit tag specific information. To change the status of a tag, review Change Tag Status.
When an (*) asterisk is located next to a step there will be supplemental information regarding the step within the Notes area below.
Edit a Tag's Details
Administrative level users and site administrators are allowed to edit a small number of fields associated with the tag (including the tag number, serial number, tag notes, and custom fields, if they apply). They must be logged into the site where the tag is located to edit the tag's information.
1. Click
within the Tag Search field, located in the top navigation
bar.
2. Enter the tag number for which to search (it can be made up of alpha and/or numeric characters).
3. Click
on 
Search or
hit the Enter key on your keyboard. The Tag
Information window appears and displays the details of the
tag.
4. Click
on 
Edit (located
above the Funding Information section).
5. Edit the Tag Number field, Serial Number, Tag Notes, Due Date and any additional custom fields (required fields are red).
6. Click
on 
Update.
7. Click
on 
to
close the Tag Information window.
Edit a Tag's Funding Information
Editing a tag's Funding Information is only available to tags with a Source of Initial. Administrative level users and site users are allowed to edit a tag's Funding Information. They must first be logged into the site the tag is located.
1. Click
within the Tag Search field, located in the top navigation
bar.
2. Enter the tag number for which to search (it can be made up of alpha and/or numeric characters).
3. Click
on Search or
hit the Enter key on your keyboard.
4. The Tag Information window will appear and display the details of the tag.
5. Click
on Edit
(located in the Funding Information section).
6. Update the Funding Source, Purchase Date and Purchase Price, as needed.
7. Review and verify the information is correct.
8. Click
on Update.
This refreshes the window with the updated Funding Information.
9. Click
on to
close the Tag Information window.
Edit a Tag's Assigned Product
Editing a tag's assigned product number is only available to tags with a Source of Initial. Administrative level users and site administrators are allowed to edit a tag's assigned product number. They must first be logged into the site the tag is located. *
1. Click
within the Tag Search field, located in the top navigation
bar.
2. Enter the tag number for which to search (it can be made up of alpha and/or numeric characters).
3. Click
on Search or
hit the Enter key on your keyboard.
4. The Tag Information window will appear and display the details of the tag.
5. Click
on Edit
Product Number (located in the Product Information section).
6. Search for the desired product.
7. Click on Select, located on the desired product's row. This updates the window with the Selected Product's information.
8. Review and verify the Current Product and Selected Product information are correct.
9. Click
on Update.
This refreshes the window with the newly assigned product.
10. Click
on to
close the Tag Information window.
NOTE:
Tag Search results, for Districts with the Departments Feature enabled, will display the department to which the tag is assigned. If the user viewing the tag search results is not assigned to the respective tag's assigned department, the Department field will be red.
Due Dates apply only to inventory assigned to a student or staff member.
When the Due Date is equal to today’s date, a small alert icon is placed next to the date. When the Due Date is past due, the text will turn red.* To edit the Purchase Date, Purchase Price, and/or Funding Source assigned to a specific tag with an Inventory Type of Order, use Edit Purchase Order Details. Site administrators are able to modify the funding information assigned to a product on a purchase order directly, if added to the purchase order by the respective site.
* To edit the Purchase Date, Purchase Price, and/or Funding Source assigned to a specific tag with an Inventory Type of Order, use Edit Purchase Order Details. Site administrators are able to modify the funding information assigned to a product on a purchase order directly, if added to the purchase order by the respective site.