Assigning Assets using a Barcode Template

The Assign screen is used to assign a single asset or multiple assets to either a student, staff, or location. The screen is optimized for use with barcode scanners which streamlines the assignment process.

Barcode Templates help the user be able to scan and assign assets in a timely fashion without having to take your hand off to use the mouse. You can scan the barcodes on the template to determine if you are assigning assets using the Held By and Assigned to fields or just the Held By field only. When you scan a barcode it should automatically Tab to the next field, but if your scanner isn't automatically tabbing to the next field then you can scan the Tab barcode to do so. After scanning the Held By and Assigned to barcode during the assignment process, it automatically Submits for you instead of you having to Submit manually by clicking it.

Note: A laser printer is ideal for printing Barcode Templates.

On the Assign screen, click the Templates button in the upper right hand corner.

This will drop down a list of barcode template options for you to choose from. In most cases when you're assigning assets, you will want the template Held By and Assigned PDF.

Once you've clicked the template you want to use, it should download and you will be able to see it at the bottom of your screen. Once you've opened the file you can print the template from there.

So when using the Barcode Template to assign assets, the process should go like this:

1. Scan or enter the User ID/Location
2. Scan the Asset barcode
3. Scan the Held By and Assigned to barcode

Once you've scanned the Held By and Assigned to barcode it should automatically submit the assignment for you and you can move on to the next assignment.