View/Sign Collection Receipt from Staff/Student

Type topic text At the individual level, the collection receipt focuses on inventory collected or returned by the student/staff member. Once an item has been collected, the individual can digitally sign the receipt, which is then automatically stored under the Attachments tab.

Note:  If the receipt was previously signed, it can be viewed from the Attachments tab for the respective user.

  1. Select Staff or Students from top navigation bar.

2.    A grid with student/staff member’s names opens.

  1. Click name of desired student or staff member. The row expands revealing the Inventory tab.

    

  1. Under Actions, click on  Product Collection Receipt Report for the specific tag number. The Product Collection Receipt Window opens.
  2. Scroll to the bottom of the receipt and click  Sign Receipt. The Sign Receipt window opens.
  3. Using the mouse or stylus, sign in the window. Click Decline Signature, Clear Signature, or Accept Signature.

  

Clicking Accept Signature allows immediate access to PDF of receipt containing captured information and signature.

7.              Click Done to close window.

 

E-Mail Collection Receipt to Staff/Student

 

When Allow Sites to E-Mail Receipts to Staff or Allow Sites to E-Mail Receipts to Students/Parents is enabled, a digital copy of the collection receipt can be e-mailed and kept with the staff member or student’s records.

1.      Select Staff or Students from top navigation bar.

2.      A grid with student/staff member’s names opens.

3.      Click name of desired student or staff member. The row expands revealing the Inventory tab.

4.      Under Actions, click on Product Collection Receipt Report for the specific tag number. The Product Collection Receipt Window opens.

5.      Scroll to the bottom of the receipt and click  E-Mail Receipt. The E-Mail Confirmation window opens.

6.      Enter an e-mail address in the (Staff, Student, or Parent) E-Mail Address field.

If the staff member, student, or parent has an e-mail address on file, the e-mail address automatically populates.

7.      Check Update E-Mail Record to add the e-mail address to the staff member, student, or parent’s record.

8.      Click Confirm to send the e-mail.

 

NOTE:

The http://www.tipwebhelp.com/TipWebitHelp/image51.gif icon represents the Product Collection Receipt if the item has been collected and the Product Distribution Receipt if the item is assigned to the student or staff member. 

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