Issue from Staff Account

Staff are the employees within a site to which an item is issued.

Issue Item from Staff Account

1. Click on , located on the top navigation bar.
2. Using the Staff filters, search for the desired staff member.
3. Click on Issue Inventory to Staff, located in the respective staff member's row under the Actions column.  The Issue Inventory window will launch.

4. Enter the Tag into the Tag field and select Save.  The tag is added to the Current Inventory grid at the bottom of the Issue Inventory window.

5. If there are accessories to be issued at the same time as this tag, they will be displayed.  To issue the tag and the required accessories, click on Issue.

6. If a Transaction Receipt is desired for this transaction, click on View to open the receipt as a PDF (A file format which provides an electronic image of text or text and graphics which looks like a printed document and can be viewed, printed, and electronically transmitted. To view and/or print a PDF document, the user must have a PDF reader installed on the computer they are using - for example, Adobe® Reader®.). Use the PDF reader's controls to print the receipt.

7. Click Done to exit the Issue Inventory window.

NOTE:

To view and/or print the Staff Transaction Receipt, the computer you are using must have a PDF reader installed (for example, Adobe® Reader®).

Today's Transaction Receipt only displays the items which have been issued or collected today.  All other items on the staff member's account, including those items issued or collected today, are available on the Full Transaction Receipt.

If the tag(s) issued to the staff member are an Asset Type of Component or Parent, an additional warning screen will display to verify the transaction.  Review Components Overview for more details.