Navigating Your Inventory
Navigating Your Inventory
Go to the Instruments Module.
Within your Instruments Inventory, you will see several options to search by and export. As you begin typing, your filters will narrow down what items come up in your search.
Find an Individual Instrument
- Search by Serial #
- Owner Identifier - a the series of numbers/letters assigned to an Instrument that was created by the District or Owner of the Instrument.
- Ex. WHS284503
- Barcode
- or Case ID
Find a Group of Instruments
- Search by Make or Model
- *Type - to see a breakdown of Types and Subtypes, click through to our Help Document here.
- Purchased - year this item was purchased.
- Location - where this item was stored.
- Condition
Find By Assignment
- Search by Assigned to
- Or only search for Instruments that haven't been assigned to a Student
Find by Inspection Dates
- Search by Not Inspected in 6 Months
- Not Inspected in 12 Months
- Never Inspected
Once you have entered the filters you want to search by, you can now extract your results.
Your search results will display in the bottom table Instrument Listing with the following columns to sort by;
- Make
- Model
- Type
- Subtype
- Year
- Location
- Condition
- Serial #
- Barcode
- Owner Identifier
- Cade ID
Exporting Your Data
Click on the green "Export" button to choose what data appears in your Extract.
Then click "Export".
Viewing an Instrument
Click on the Instrument you wish to view. You will see an overview table with the following information:
- Type
- Make & Model
- Condition
- Location
- Owner Identifier
- Serial #
- Barcode
- Case ID
- Purchased (year)
- Purchase Price
- Current Value (estimated from industry-standard depreciation schedule)
- Repair Total
You will also see an Instrument Data Score at the top of this table, which indicates if there are fields of data which were unknown when this instruments information was added to your account's Inventory.
Click on "improve this score?" to update this item if and when this information becomes available to you. Click "Save".
*NOTE: It is not required for you to fill in 100% of your Instruments' information. But it can be useful to have on hand when making a case to your Administration when replacements become necessary for certain items.
Instrument Management
Under the Instrument Management Tab you will see the following areas:
Assignment History
To return the item to your Inventory, click "End Assignment". To learn more about checking out an item to a Member, click here.
Repair History
To learn more about Repairs, click here.
Inspection History
To learn more about Inspections, click here.
Location History
To learn more about Storage Locations, click here.
Manager
For more information about Transferring Instruments, click here.