1. In the Fixed Assets menu, click Take Inventory.

The Take Inventory screen displays Scheduled Inventory, which includes the Start Date and End Date of the inventory window, as well as the applicable Facility, Category, Department, and inventory Completion %.

2. To take inventory for fixed assets, while the window is open, click View in the View column.

3. Clicking View opens the View Inventory tab where the Building and Room default to the first ones listed. To change the inventory displayed, select the applicable Building and Room from the corresponding pull-downs; then, click Load Inventory.

Once the correct Building and Room are selected, review the Inventory section, which displays the Description of the fixed asset, the Barcode, the Assigned User, the Student Name / ID or Assigned Student, the Serial Number, the Building where the item is located, the Room, the Facility, the Manufacturer, the Model Number, the Category, the Department, the Date Acquired, the Purchase Price, Salvage Value, the date Last Inventoried, the Status of the item, such as A (Active), and if the item is currently In Transit.

The first column is the Inventoried column. If this column displays a green check mark, inventory has already been accounted for for the item. If a red X displays, inventory has not been taken for the item.

4. Take inventory uses one of the following methods after you select how items will be documented, by Barcode or Serial Number from the corresponding pull-down.

• If your district purchased a handheld scanner, you can scan the barcode or serial number of each item. Once the correct Building and Room has been selected, click the Barcode or Serial Number text box and start scanning. The items will display in the Inventory section as items are scanned. Note: If you start scanning items in another room or building, be sure to manually change the Building and/or Room pull-down to reflect the correct information before scanning; otherwise, items scanned will be accounted for in the wrong location.
• You can manually enter the Barcode or Serial Number in the corresponding text box. Once added, the item displays in the Inventory section.
• If the item is already displayed in the Inventory section, you can click the red X in the Inventoried column. Once clicked, the red X will change to a green check mark.

A pop-up message displays upon taking inventory for an item currently located in another room. Click Transfer to [Room Number] to move the item to the current room or click Cancel to keep the item in its original location.

Upon scanning or entering the barcode of an item that belongs to another facility, a pop-up window displays stating "Asset is not currently at the selected facility. It is assigned to [Facility Number - Facility Name]." Users with the Allow Transfer Requests From Other Facilities permission enabled via Setup > Profiles > Fixed Assets tab, can click Transfer to [Room] at facility [Facility Number - Facility Name] to initiate a transfer request via Fixed Assets > Transfer Requests.

Once a transfer request is created, the item displays on the Misscans report via Fixed Assets > Inventory Report.

a. Upon scanning an item not found in the system, a pop-up window displays requiring you to enter a Description and a Serial Number of the fixed asset and/or situation.

b. Select the Mistake check box if the entry is a mistake and should appear as such on the Misccans report.

c. Click Submit.

Once submitted, the item displays on the Misscans report via Fixed Assets > Inventory Report.

5. If an item has been flagged as inventoried and needs to be recorded as uninventoried, click the green checkmark in the Inventoried column.

a. Click Yes in the pop-up window to mark the asset as uninventoried.

6. If an item is Missing, select the corresponding check box.

7. If an item needs a barcode, select the Needs Barcode check box.

8. Select the Condition of the asset from the pull-down, such as Good, Poor, or Fair.

9. You can attach Files and/or add Comments in the two boxes provided.

a. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files. Click the Scan File button for direct scanning; this will prompt you to download Dynamsoft. This is a one-time download that allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.

b. To add a comment, type the comment in the text box. Then, click the Post button. Note: Once a comment is posted, it cannot be deleted or edited.

10. When all inventory has been taken, click the Scheduled Inventory tab. From the Scheduled Inventory section, click the Finalize button to lock the inventory window for the applicable Facility, Category, and/or Department. Note: Once finalized/locked, you cannot edit inventory.

11. If the window is Locked as displayed in the Finalize column, you can no longer take inventory but you can Review inventory taken by clicking the corresponding button.

a. Upon clicking Review, select the applicable Building and Room from the corresponding pull-downs.

b. Click Load Inventory to review all inventory taken during the selected window.

c. Upon reviewing inventory, you can still mark items as Missing and as Needs Barcode by selecting the corresponding check boxes, as well as add Files and Comments.

12. With the applicable permission, you can click Unfinalize in order to unlock the window and continue taking inventory.

1. In the Fixed Assets menu, click Take Inventory.

2. Click the Mass Inventory tab.

3. Click Import.

The spreadsheet can contain the following columns: Barcode, Date, Facility, Building, Room, Department, and Serial #.

4. Search for and select your spreadsheet.

5. From the Import CSV pop-up window, you must verify that each pull-down is matched correctly.

6. Click Import CSV to import the inventory.

7. Imported data populates in the Mass Inventory section. Edit data as needed by clicking the text fields or by clicking the pull-downs to change selections.

8. To delete imported assets, click the delete button (red minus sign) or click Clear to remove all assets from the table.

9. You can import inventory via a CSV file, but you can also add assets manually by entering data in the top blank row.

a. Enter the Barcode and the Date; select the Facility, Building, Room, and Department.

b. Press the Enter key to save the line of data and add more assets.

10. Click Submit.

To search for an asset and review information before, during, or after taking inventory, type the item's barcode in the Look up asset text box and press the Enter key.

A pop-up display with the asset's information, which includes Barcode #, Description, Serial #, Building, Room, and Status of the asset.

Click the white X to close the pop-up window and return to the previous screen.

Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.

Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.

Click the Printer icon to print the table of data.

Click the Filters button to filter data and apply filter rules.

a. To add more than one filter to a column, click on the green plus sign.

b. To delete an added filter, click on the red minus sign.

c. Select the gray arrow for additional filtering rules.

d. Click Clear All Filters to remove all applied filters.

You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.