Tool Loan Out System. Training Documentation

Transcription

1 Tool Loan Out System Training Documentation

2 3 1 1) The Search for Tool button opens a list of all the tools in the Senior Design library ) The Close button exits the Tool Database 3) The Version number text opens a box for employee login

3 1 4 3a 1) The Go Home button will return you to the Tool Register page ) Clicking on one of the major categories will reveal its subcategories which will then allow you to filter the list of tools 3b 3) a. The Search By Keyword button opens a dialogue box b. In the dialogue box the complete list of subcategories can be scrolled through, or typed in manually. Clicking submit will filter the list by the selected subcategory. 4) The Clear Filter button will refresh the list, displaying the tools across all categories

4 1 1) The arrow button will display the major categories, rather than the current displayed subcategories ) Clicking on one of the subcategories will filter the list of tools, only displaying tools within that subcategory

5 1) The Sign Out Tool button will open a window for loaning out tools ) The Return Tool button will open a window for checking tools in 3) The Edit Students button opens a page for changing student information 4) The Edit Tools button opens a window where comments can be added for specific tools 5) The Tool History button leads to a page that lists past transactions 6) The Tools Out button opens a list of tools currently loaned out 7) The Exit Admin button returns to the student access window. Always Exit Admin when leaving the tool kiosk unattended ) The Close button will exit the tool database

6 1) Scan the barcode on the back of the student's University ID, if you cannot scan it type their UID in manually. When entered correctly their name will appear in bellow the input field. ) Scan the barcode on the tool, if you're unable to scan it enter in the numbers listed on the barcode manually 3) a. When a tool is successfully scanned its information will appear here, including any comments. 1 b. Additional confirmation will appear here to let you know the tool was successfully signed out. 4) When you're done scanning the barcodes on all of the tools a student is signing out click Complete. This will clear all of the input fields. 5) The Close button will return you to the Admin Menu 3b 3a 4 5

7 1) Scan the barcode on the tool, if you're unable to scan it enter in the numbers listed on the barcode manually 1 ) When the tool is successfully returned its information, including the student it was loaned to, will appear here. Check the condition of the tool and compare it with any previous comments to track wear and hold student's responsible. 3) When done scanning in tools press either the Complete or Close button to return to the Admin Menu 3

8 ) Select the student whose information you want to view from the drop down menu, or type their name here manually ) The selected student's information will appear here. 3) You can browse through the students one at a time using these arrows 4) You can edit the number of times that a student has been late returning a tool here. If this number reaches three the student will not be allowed to loan out any more tools. 5) The Go Home button will return you to the Admin Menu

9 ) Select the tool that you want to make a comment on from the drop down menu, or type the tool name here manually ) The information about the selected tool will appear here. Double check the indicator to ensure that you have the proper instance of the tool selected 3) You can browse through the tools one at a time using these arrows 4) Type in any comments indicating any missing or damaged parts as well as the date 5) The Go Home button will return you to the Admin Menu 3

10 3 1 1c 1a 1b 1d The file extension for the exported file is shown below; YYYYMMDD is the date the file was created. Z:\MSD PICS DB\ LoanOtLog_YYYYMMDD 1) Click the Set Filter button, after entering information into at least one of the following areas: a. Either Student's last name or their RIT ID b. Either select a tool from the drop down menu or enter the ID listed on its barcode c. A team number d. A date range This will limit the list to display only transactions matching the entered credentials ) The Clear Filter button refreshes the list to display all past transactions on record 3) The Export Data button will save the list as an Excel Spreadsheet

11 ) The Reminder button will automatically send an to everyone with a tool out, reminding them that the tool must be returned by the end of the day ) The Send button will automatically send an to everyone with a tool out, telling them that the tool is late and the office is closed. 3) Clicking on the address on a line generates an that may be customized before being sent out. This is only addressed to the single student. 4) The Times Late column indicates the number of times that student has failed to return a tool before the end of the day. If this number reaches three, the student will not be allowed to loan out tools.