Merge Rooms - Site

Merge Rooms, located under Management Quick Links, allows a site administrator to transfer all inventory and staff associations from one room to another and inactivate the old room in one action.  

1.      Click on , on the top navigation bar.

2.      Click on Merge Rooms, under Management Quick Links. The Merge Rooms window opens.

3.      Enter an Origin Room or Search. An inventory quantity grid expands detailing the room inventory.

4.    Click on  Select Destination Room.

5.      Enter a Destination Room or Search.

6.      Select a Status for the assets, if different from current status, from the drop down menu.

7.      Enter notes in Status Notes field.  

8.    Click on  Final Confirmation.

9.      Click on  GO. The Merge Confirmation window opens.

10. Click on Confirm to proceed with the merge. The Merge Room window opens stating Merge Rooms complete.

11. Click OK. The window refreshes and returns to the Rooms screen.

NOTE:

To use the Merge Rooms feature, the Restrict Bulk Room to Room Transfers feature must be disabled by the Administrative Administrator in District Settings. The user performing the Merge Room action must be a Site Administrator with the Room Permissions: View, Access, Add/Edit, and Room to Room Transfer.

All inventory in the room must be available to transfer. If at least one asset cannot be properly transferred, after selecting the Origin Room, a message displays showing which tag(s) failed validation.