Receive a Site to Site Transfer

TIPWeb-IT allows items to be moved from one site to another site through the process called Site to Site Transfers.  The site currently storing the items initiates the transfer by identifying each tag and the destination site receives the transfer by confirming the items received.

Transfers can contain tagged and untagged items.  TIPWeb-IT allows you to receive both kinds of items into their respective sections without leaving the Receive Transfer window.

Receive Transfer

Typically a site to site transfer ticket will be sent with items transferred from another site.  These tickets can be used to help receive the transferred items into TIPWeb-IT.

1. 1. Click Transfers Ready to be Received link in the Notifications panel of the dashboard.

   2. Locate the Transfer and select View Transfer under the Actions column.

   3. Click on Sign Transfer Ticket, if prompted.

   Use your mouse or touch screen to digitally sign. Or manually enter name of receiver below to record on the technology transfer ticket.

For Tagged Items:

1. 4. Select the desired Room to place the item using the Room field’s drop down menu.

   5. Select the Status of the item(s) being received or select the Use Tag Status Prior to Transfer.

   6. Scan or enter the Tag Number into the Tag field.  If you manually enter the number, click on Receive to issue this item to the selected room.

   7. Continue to enter/scan tag numbers until the Check (indicates all tags for this product received), located under Complete column, turns green for each tagged product on the transfer.

   For Untagged Items:

1. 9. Enter the Container Number into the Container field or    Search for the container number.

   10. Click on  Receive Container Inventory.

   11. Continue to enter container numbers until the  Check (indicates all tags for this product received), located under Complete column, turns green for each tagged product on the transfer.

   12. Click  Close to close the Receive Transfer screen.
       

NOTE:

Hide transfers in the status of Complete by deselecting Show Completed in the transfer grid (located above the blue header).

The Transfer Ticket contains all of the tag numbers in the respective site to site transfer.  If you wish to print another copy of the Transfer Ticket, select Print Ticket on the Receive Transfer screen.

The Transfer Ticket remains with a status of In Transit until all items are received in full.   Once the items are received, the status changes to Complete.

Transfer Notes communicating specific details about a transfer can be added when initiating a transfer. They can be edited in various stages of the transfer: while the transfer is in the status of New, Pending Approval or Submitted (for Site to Site Transfers or Site to Warehouse Transfers); and while the transfer is in the status of New, Pending Approval, Submitted, Delayed or Scheduled (for Warehouse to Site Transfers).

Transfer Notes will display user name of note creator, time and date created. ONLY the note creator can edit or delete a note they have posted.