ACPS Training Manual - Automated Inventory Support System
Contents
1. e Select command type under the section heading Command Details Step 5 Click on save button to save the report settings see Figure 5 5 Step 6 Click on the button gt gt to save report and move to the next step of creating command of type Stored Procedure or SQL see Figure 5 6 User Administration Asset Item Custodian Maintenance Reporting Logout Report Details ma 3 Stored Procedure Details sp GetAssetltemsByBartode usp GetAsselltemsByGi Code usp GetAssetltemsByPONum usp GetAssetltemStatusHistory usp GetAssetValuations usp GetAsstltemsByBldgAndRoom usp GetAsstltemsByStatus usp GetCodesByCategory usp GetContact usp GetCurrentValues p i EC SQL Exec usp_GetAssetltemsByBarCode BarCodes a E Successfully Tested the SP Total Record Count Returned 0 Figure 5 6 Create New Report Step 3 Create Stored Procedure Command Step 7 If command type stored procedure is selected then in the next step of the screen user will get the options to edit the details like a Various stored procedures for selection Parameters SQL Box under the section head Step 3 Stored Procedure Details b The parameter information grid is refreshed based on the selected stored procedures parameters c The user has an option to select the parameter from the dropdown values or enter a default value under the parameters grid 39 This page contains confidential informat2. The Transfer Screen provides the users the ability to transfer Asset items between students and teachers see Figure 2 9 Transfer Asset Items Figure 2 9 Item Transfer Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Transfer from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 Click the down arrow to select the Bar Code of the Asset item from the list of Drop down box or directly type the barcode and click on add button Step 5 The Transfer Asset item information is displayed in table format click the radio button beside student if you wish to transfer the item to student if you wish to transfer to teacher then click on the teacher radio button and select the person that these asset items are going to be transferred Step 6 To view the Transfer Asset item information user can click on the barcode link drill down under the asset tag column to view the detailed information of the Transfer Asset Item Step 7 Click on Update button to complete the transfer Scan Asset Items The Scan Asset Items screen provides the users the ability to upload the scanned Asset items file see Figure 2 10 User Administration Asset item Custodian Maintenance Reporting Logout Scanned Asset Items FPCS_TextbookData w Figure 2 10 Scan Asset Items
3. or Student or PO or PO Date or Purchase Price or Acquisition Method or Funding Source or Funding Agency or Program Assigned or Purchaser or Floor or Department or GL Codes or ISBN to select the text from the existing list or directly type the text in the drop down box and select the date where ever there is an option to select the date from the pop up calendar Step 5 Enter values in the Dynamic Asset Fields Step 6 Click on search button in the middle of the screen below search options to display the search results Step 7 Click on the checkbox next to each of the asset items that needs to be selected for mass disposal Step 8 Click on the Mass Disposal button Step 9 the system redirects to the Mass Item Disposal screen see Figure 2 7 S User Administration Asset Item Custodian Maintenance Reporting Logo Add Asset Item Disposal 200004 Mi Asset Item Disposal Details Stz i impe da ACauU 40c Jaiue AA oc i TT E arme MACHINE A E E 200449 Figure 2 7 Mass Item Disposal Item Depreciation The Item Depreciation Screen provides the users the ability to provide the Asset Depreciation rates for the categories and subcategories for seven depreciation periods time in the FPCS application see Figure 2 8 User Administration Asset Item Custod
4. Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen 27 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 3 Click Scan Asset Items from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 Click on Browse button select the student file and click on ok Step 5 Select file Upload Format and Select the Text Delimiter options if the uploading file has the Comma pipe Semi column and Tab Step 6 Click the checkbox if the uploading file has the header in the First row Step 7 Click on Add File button to add the students list to FPCS Inventory 28 This page contains confidential information PiTech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 CUSTODIAN Module This module provides the ability to View Custodians Create New Update Custodians and import Students information file View Custodians The Custodians Screen provides the users the ability to view the list of custodians see Figure 3 1 User Administration Asset Item Custodian Maintenance Reporting Logout Custodian Search er MAS mr JON No Record Found Figure 3 1 Custodians List Step 1 User logs into FPCS Inventory Step 2 Hover over the Custodian option from the menu bar at the top of the screen Step 3 Click View Custod
5. Admin Administrator Access Reports View and Run of Reports User Default User Supervisor Supervisor user has access to many modules Step 9 Enter the user s Last Name in the Last Name field Step 10 Enter the user s First Name in the First Name field Step 11 Enter the user s Employee number in the Employee field YY 15 This page contains confidential information Pitech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 12 Enter the user s Department name in the Department field Step 13 Enter the user s office phone number in the Office Phone field Step 14 Click the Create User button on the bottom right hand side of the screen Update User Profile The user is able to update user profiles using the Update User screen See Figure 1 9 User Administration Asset item Custodian Maintenance Reporting Logout Upd te User Update the Role of the User Se LIE VEGAS AR Powered by PITech LLC 82005 2010 All Rights Reserved Figure 1 9 Update User Step 1 User logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar atthe top of the screen Step 3 Click Update User from the drop down list under the User Administration option from the menu bar at the top of the screen Step 4 The Administrator may enter new information for the following fields E mail Role User Last Na
6. Connection type SQL check or uncheck the Trusted Check box Server name Database name user id User Password and then click on save button to save the changed settings see figure 5 12 45 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Create New Connection String Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Connection strings from the drop down list under the Reporting option from the menu bar at the top of the screen A list of available connection strings are shown if available See figure 5 14 Y User Administration Asset Item Custodian Maintenance Reporting Logout Connection String Details SQL Server v Figure 5 14 Adding updating Connection String Step 4 Click on New link in the section heading Connection String Details new see figure 5 13 Step 5 Enter new connection string details like Connection type SQL check or uncheck the Trusted Check box Server name Database name user id User Password and then click on save button to save the new connection settings 46 This page contains confidential information PiTech LLE
7. Create Role Step 1 Administrator logs into MBN Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click on Create Role from the drop down list under the User Administration option from the menu bar at the top of the screen Step 4 Provide the New Role Name and click on Add button to add a new role to the existing application roles Step 5 Also Administrator can see the present Application Roles Role Exists Role used and Trash button Step 6 Administrator can also delete the Application Role if required by clicking the trash icon of the Role wish to delete 19 This page contains Confidential information PiTech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 ASSET ITEM Module This module provides the ability to View Assets Adding New Updating Asset Items Insert Update Mass Assets Item Disposal Item Depreciation Transfer and Scan Asset Items View Assets The View Assets screen provides the users the ability to search for Asset Items of the FPCS application see Figure 2 1 The user has many options to search the Asset items by providing various keywords under different available options like Bar Code Description Title Category Sub Category Manufacturer Publisher Model Author Serial Last Inventoried Status Condition Room Custodian Student PO PO Date Purchase Price Acquisition Method Funding Sourc
8. Item Disposal Viewing of Asset Item Disposal User can view the Asset item disposal information by performing following steps Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Item Disposal from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 User will get a link under the head ID and number of items disposal under count Click on the link to view the item disposal information in detail Step 5 Item disposable information is shown in table format with the headings Asset Tag Description Status Model Number Serial Number Date Acquired and Book Value Every item disposal will have a link drill down under the head Asset tag click the link to see the detailed information of the item in the item disposal list Adding Asset Item Disposal User can add the Asset item disposal information by performing following steps Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Item Disposal from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 User will get a New Report button below section heading Click on the New Report button to add the item disposal information Step 5 A drop down list for Bar Code will a
9. Name bd Table tbl AssetItems ha Table tb Codes Select From tbl Codes nolock Where C 08 02 2010 02 56 05 PM l Field hCategory v Code sType w sCategory Category Description sDescriotion hl N Figure 4 5 Field Mappings Cat SubCat Mapping This module provides the option to add subcategories for various categories See Figure 4 6 User Administration Assetltem Custodian Maintenance Reporting Losout Category SubCategory Figure 4 6 Category Subcategory Mappings 34 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 REPORTING Module The Reporting module is used for creating and running various reports by users of FPCS Inventory This module provides the ability to a View Edit and Create Reports b View Edit and Create Parameters c View Edit and Create Report columns d View Edit and Create New Connection Strings View Reports The Report List screen will provide the users the ability to Run Admin Edit Edit and delete available reports in the system However only the Admin Group Users has the ability to Admin Edit and Delete options see Figure 5 1 User Administration Asset item Custodian Maintenance Reporting Logout Reports List Generic Report Asset Item by Building and Room jadmin Reports User moss a Generic Report Assets by GLCode Admin Reports User pindla 9 13 2010 4 47 00 AM Acquisition Generic Report B
10. USER MANUAL JANUARY 10 2011 USER ADMINISTRATION Module The User Administration module is used by the FPCS administrator group This module provides the users the ability to create new user profiles update user profiles change passwords and search view user profiles DAL Performance Logs and create roles Create User The Create User screen provides the users the ability to create new users for the FPCS application see Figure 1 8 Sign Up for New Account Assign a Role to the User User Information Powered by PITech LLC 2005 2010 All Rights Reserved Figure 1 8 Create New User Step 1 User logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click Create User from the drop down list under the User Administration option from the menu bar at the top of the screen Step 4 Enter the new User Id in the User Id field e g User name is John Doe the User Id is jdoe first initial of the First Name and Last Name without spaces or Provide User ID in the User Id field Step 5 Enter the password in the Password field Step 6 Re enter the same password in the Confirm Password field Step 7 Enter the users e mail address in the E mail field Step 8 Assign the user s Role by clicking on one of roles listed in the Role field Add Asset Adding of Assets
11. the asset entry asset viewing custodian maintenance and reports Charter Schoo Public User Administration Asset Item Custodian Maintenance Reporting Figure 1 1 Five Modules in the Menu Bar User Administration e Create User e Update User e Change Password e User Search e DAL Performance Log e Create Role Asset Item e View Assets e New Asset e Mass Assets e Asset Fields e Item Disposal e Item Depreciation e Transfer e Scan Asset Items 7 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Custodian e View Custodians e New Custodian e Students Import Maintenance e View Categories Subcategories Statuses GL Codes Vendor Types Address Types Contact Types e Cat SubCat Mapping e Import Format e Field Mappings e Vendors Reporting e Reports e Parameters e Columns e Connection Strings EN LAYOUT The FPCS Inventory Web Application has several user friendly features to assist the user in navigating and selecting information within the system These features are called as breadcrumbs paging section headings sorting drilling down as well as search results page sizing The following sections will provide additional information on how to use these features gt D E A D Ap NA Pp A Breadcrumb See Figure 1 2 gives users a way to track their location within the FPCS Web Application the user will see a breadcrumb on
12. 2 column order of the ordering grid h The user can test the SQL command against the database by clicking on the Test Command button A corresponding success or error message will be displayed on the screen indicating the validity of the SQL command i The user can save the command details by clicking on Save button This button click automatically tests the command validity 41 This page contains confidential information Pitech LLE FRCS INVENTORY USER MANUAL JANUARY 10 2011 PARAMETERS The Parameters screen will provide the users the ability to search the parameters created like parameter name screen type table name lookup field and return field see Figure 5 9 User Administration Asset item Custodian Maintenance Reporting Logout Parameters Search Parameter Details sAcquisitionMethod LookUp sBldg LookUp sTitle LookUp CreateUser LookUp sMfgr LookUp Project DropDownList EI tatus DropDownList El Bar Code bookup 9 Building LookUp 2 Room LookUp El Condition LookUp El Purchase Order Number LookUp El tart Date Entry extBoxDate 2 End Date Entry extBoxDate El Category DropDownList El 1 hStatus LookUp El sISBN LookUp 3 serld LookUp Ei rn tudentId LookUp E 3 El El Figure 5 9 Parameter List Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the to
13. 8 Create New Report Step 2 Create SQL DetalilS oooccccoocccnncnncnnnonnnonnonanonnnonaconnonanonnnnanonnnnnncnnnonos 41 5 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 ve NNN 42 Fe ENN 43 2 0 5 I L EISt OF Report COLUMNS een 44 Figure 5 12 Adding Updating Coll MOS srt 45 Figure 5 13 View Connection Strings ccccseccscceeccsecseccnccseceneccuccsecuceseceuceneeeeceseseeceseceueeseseeceeeeeeceseeeeseseeeeeeseeesees 45 Figure 5 14 Adding updating Connection String uuueeeeeesssssnnnnnnnnnnnnnnnnnnnnnnnnenennnnnnnnnnnnnnnnnnnnnnnnnnnsensessnnnnnnnnnnnnnn 46 6 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 The Automated Inventory Support System Home Page for all users and user groups will be the default menu page NAVIGATION MENU MENU BAR The navigation menu provides the user the ability to navigate thru the FPCS Inventory Web Application The navigation menu is divided into five different modules By hovering over the module names the user is presented with a list of options to select These modules work as a whole from user administration Adding Assets Viewing Assets Disposal Custodian Maintenance and Reports MODULES The FPCS Inventory consists of five modules see Figure 1 1 These modules are used to navigate thru the application from creating a user account to
14. FPCS INVENTORY USER MANUAL JANUARY 10 2011 AUTOMATED INVENTORY SUPPORT SYSTEM Friendship Public Charter School FPCS User Manual Version 1 0 The mission of Friendship Public Charter School is to provide a world class education that motivates students to achieve high academic standards enjoy learning and develop as ethical literate well rounded and self sufficient citizens who contribute actively to their communities Asset Management Contact rar on Catherine Sanwo 202 281 1700 ni i csanwo friendshipschools org www friendshipinventory com A Division of Bondurant Enterprises Inc 9300 Annapolis Rd Ste 203 Lanham MD 20706 3140 PIBES Professional Integration Technologies LLC Washington DC 20008 4710 Copyright 2010 Professional Integration Technologies LLC All rights reserved This document is provided for the intended recipient s informational purposes only and shall not be duplicated otherwise used or disclosed to a third party in whole or in part without the express written consent of Professional Integration Technologies LLC 1 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Table of Contents KOTE EE EE ee ee EE 7 NAVIGATION MENU MENU BAR nennen needs en viens 7 MODULE EE EE A 7 ARNT aaa 7 NNN 7 NN 8 PT eM NAN TE NE ee 8 1 00 AS tata 8 FAN 8 BREADENUMIB rota 8 FOTEN 8 PU 9 FUND 9 RLN DOWN ON DATA hv 9 PAGESIZE EEE ee E O
15. G To login into the FPCS Inventory Web Application make sure you have a valid username and password Once you have a valid username and password do the following See Figure 1 7 Step 1 Open Internet Explorer Step 2 In the Address bar type in the FPCS Inventory management web address http www friendshipinventory com Step 3 Click the Go icon or press enter key on the keyboard or click icon to load the application Step 4 On the home page enter your username and password 10 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 are na Manual Training Manual Asset Management Powered by PITech LLC 2005 2010 All Rights Reserved Figure 1 7 User Login Page USER GROUPS Users are assigned to different user groups based on their functionality in the application There are five defined user groups e Administrator Group e Reports Group e Add Asset Group e Supervisor Group e User Group Default User Administrator Group The Administrator group has full access to all the modules in the FPCS application The Administrator has the ability to e User Administration Module o Create Modify Update User 11 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 o User Search Reset Change Passwords o Delete User Accounts o DAL Performance logs o Create Roles e Asset Items Modu
16. GJE EE EE ER EE EE E 44 TONN 44 FN 44 Create New NN ee Eee ee er 44 CONNECTIONS INS Sarren n E E ENE T EE een 45 View Connection SEINES een E 45 NENNE 45 Create New MENN 46 4 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Table of Figures Figure 1 1 Five Modules inthe Menu Bar aan een 7 Poe 12 Bread De ee a eo ee 8 Pels NN ee ee ee are 9 JA e o A 9 Figure 1 5 Sorting Data through headers 9 Figure 1 6 Drilling down Data on Barcode number Link ooccccccocccnconocnncnnncnnnonanonnnnnncononononnnonaronnnnnncnnanononnnonos 10 FEL User login Pale cede 11 Figure 1 8 ENN 15 Fiebre 19 Update Use rica 16 Figure 1 10 Change Password Screenn cccsssscssssssessosesecconssscuenssscncoussestousssencussscneoussestouesscueussseneusssestousssssonessencues 16 FEL VE SCHEN ee iiebcios 17 Figure 1 12 Data Access Layer DAL Performance Log Summary ssssccccecessecccceeeesecceceeeeeeceeeseueeeceesseeeeeeeeeeas 18 Figure 1 13 View Data Access Layer DAL Performance LogsS rrrrnnrnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnernnnnnnnnennnnnnnnenennnnnnnesnenne 18 URIN An E A In ee ae 19 FEINE 2 EE SEERE EEE RARA 20 Figure 2 2 Adding New Asset Info SCr Mn ccccssssessosssecsonssscucnssucneoussectcusssencussscneoussestoususeueussscneuussessoussssueussseneues 21 Figure 2 3 Adding Updating Mass Asset Information SCreen rrrrrnnnnnnnnnnnnnnnnnrrvnnnn
17. M a loft acolchada org No 10 21 2010 10 50 14 AM a gmiller g Same ar m e n 10 21 2010 10 32 48 AM Figure 1 11 User Search Step 1 User logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click User Search from the drop down list under the User Administration option from the menu bar at the top of the screen The Administrator Group may perform the following functions 1 Unlock user account Check whether user is online or offline Check user last logged in information Reset the user password Delete the user profile Edit user profile like user role oo A w a Unlock User Account The Administrator users are able to determine if a particular user is currently online locked out of the application or verify their last logged info into the application Step 1 Administrator user logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click User Search from the drop down list under the Administration option from the menu bar at the top of the screen Click on Search button to display the user search information If the user account is locked click the al icon to unlock the account How to Change User s Role Step 1 Click on pencil icon 2 on the far right hand side of the user to change the rol
18. Message Event Trigger Function call Connection String and SQL command and then click Save button to save the changed parameters see Figure 5 9 42 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 New Parameter The New Parameter screen will provide the users the ability to Create the parameters and the user has to enter the details like Parameter Name Description Screen Type Length Description Field Code Field List Box Rows List Box Width Selection Mode Control ID Required Checkbox Data Type Repeat columns Error description Validation Expression Note Service Path Service Method Table Name Lookup Field Return Field Invalid Message Event Trigger Function call Connection String and SQL command see Figure 5 10 User Administration Asset Item Custodian Maintenance Reporting Logout Parameter Details DatesFromTo ki aba Data Source acpsnewdb db 4496654 hostedresource com Initial Catalog acpsnewdb User ID acpsnewdb Password Probar 1234 y sal Eom AA SJ a Ps ur p fo Ind A Figure 5 10 Edit Create Parameter Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Parameters from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Click New link in the section heading Par
19. NNECTIONSTRINGS The Connection Strings screen will provide the users the ability to View Edit and Create connection string and the user has to enter the details like Connection type SQL check or uncheck the Trusted Check box Server name Database name user id User Password View Connection Strings Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Connection strings from the drop down list under the Reporting option from the menu bar at the top of the screen A list of available connection strings are shown depending upon the source selected in the section heading Source Details see figure 5 13 User Administration Asset ltem Custodian Maintenance Reporting Logout Source Details Friendship Public Charter School Connection String Details initial catalog Figure 5 13 View Connection Strings Edit Connection Strings Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Connection strings from the drop down list under the Reporting option from the menu bar at the top of the screen A list of available connection strings are shown see figure 5 13 Step 4 Select the source under the section head Source Details and then click the connection string user intend to edit Edit the details like
20. Name CustodianName CustodianName ASC BoundField 10 3 Category Category Category ASC BoundField 11 Figure 5 11 List of Report Columns View Report Columns Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Columns from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 The user needs to select the report type under the section heading Report Details to display the Column Details and then the column details are displayed in the table format under the section heading Column Details New Edit Report Columns Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Columns from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 The user needs to select the report type under the section heading Report Details to display the Column Details and then the report details are displayed in the table format under the section heading Column Details New Step 5 Click on the link of column type in the Name column of the section heading Column Details New of the columns wishes to edit Step 6 Edit the column details like name check or uncheck the option sortable Field Sort Express
21. RI 10 BENN hhv 10 USER GROUPS ne daa 11 TT NNN 11 REDO LO NN 12 AGA FSS KO ee io ee ee 13 NT 13 USA TOD A nue inosueraseuated ages eoneacutrenss 14 USER ADMINISTRATION MOQUIB u need en 15 A AA AP E AE A 15 UPA UP Eh 16 ENN 16 VI EEE A 17 Unlock SEF NN 17 How TG Change User S ROIG econ rote 17 2 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 HOw TORE ELLI ET NL 17 PEN a Users Prol E 18 PANNEN A A 18 VENN 18 Create Rola aio 19 ASSET TEN NN 20 VENN 20 NNN NNN 20 NEW SEN 21 MENN 21 NESNA 22 SE gt EEE EE EE 23 Nene 23 ENE ee ee ee ee ee 24 eve 25 Adding Asset Item Disposal cscssesessosssscnosssscnensssestcussectonsescneusssensoussesseuessencussscneossessoussscneusssencusscnsoussessenssss 25 NOEN 25 ENN 26 VENN 27 TEN 27 CUSTODIAN MIOTU sanar 29 VAN CU TOO tro 29 NER CUOI EEE E 29 O ee ee E 30 MAINTENANCE Oel 31 View Categories Subcategories Statuses GL Codes Vendor Types Address Types Contact Types 200000 31 MONNA 31 A EE 32 A ee ee 32 A er ee 33 es A er a E E ere ee 34 REPORTING MO QUISE 35 EE Sinai ee EAE ET 35 AU oo RE A o e o o pena ote tanayeuaea Gants 35 3 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 FN o E HERREN PERS PEEEISR DEIEESIRU ERDE N ERTEORE 36 20 1 REDON S orane n E E ee ee 37 A A 38 Cre ne REDOT erea a 38 FARA METER EE E ee EEE E 42 PN 42 EP 43
22. Step 10 Click Save button to save the info to database or click on Clear button to clear the fields and redo the work Field Mappings This module provides the option to view delete create and map the fields to various tables See Figure 4 5 Step 1 User logs into FPCS Inventory Step 2 Hover over the Maintenance option from the menu bar at the top of the screen Step 3 Click on Field Mappings under Maintenance Field Mappings Screen will be displayed Step 4 The Screen will display the field mappings for Source Destination SQL command and option to delete field mapping Step 5 User can Create edit the field mappings as per requirement and click on Save button to save the field mapping Step 6 If the user wishes to delete the existing field mappings check the check box of the field mapping user wish to delete and click on Save button to save the new settings 33 This page contains confidential information PiTech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Fnendship User Administration Asset Item Custodian Maintenance Reporting Logout Field Mappings j l mi W o Field hFileId m Code id E Description sFileName Y N Table tbl AssetItems Table vw_Custodian a Select From vw_Custodian nolock fit 08 02 2010 02 49 17 PM Field hCustodianId Im Code id Where hType lt gt STNT Description
23. ame Step 6 To delete the File Import Format click on the trash icon user which to delete the file and click confirm on next screen whether you are sure to delete the file Yes or No File Import Formats 32 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 File Import Format sBarCode hCustodianld hCategory sBiog sRoom hStatus sOkTag sDescription sMfgr sModelNo sSerialNo dLastinventoried sCondition sPONumber dPODate gt i ae Clear Figure 4 4 File Import Format Screen Step 1 User logs into FPCS Inventory Step 2 Hover over the Maintenance option from the menu bar at the top of the screen Step 3 Click on Import Format under Maintenance Import Format Screen will be displayed Step 4 Click on New click in the section Heading Import Format Details Step 5 In the Next screen see figure 4 4 provide File Format Name Step 6 Select the Category Name user wish to create new import format from drop down list Step 7 Select the table Name to load the column field names into the Available Fields list box from drop down list Step 8 Add or Remove the fields from Available Fields List box to Selected Fields List box using Left and Right arrows Step 9 Sort the fields in the Selected Fields list box to the required order using Up and Down arrows
24. ameter Details New Step 5 Enter all the required details enter the details like Parameter Name Description Screen Type Length Description Field Code Field List Box Rows List Box Width Selection Mode Control ID Required Checkbox Data Type Repeat columns Error description Validation Expression Note Service Path Service Method Table Name Lookup Field Return Field Invalid Message Event Trigger Function call Connection String and SQL command as shown in Figure 5 10 and click on save to create Parameter 43 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 COLUMNS The Columns screen will provide the users the ability to view the column details report wise and create new columns for the existing reports see Figure 5 11 Friendshir Public User Administration Asset Item Custodian Maintenance Reporting Logout Report Details Column Details som Women 1 El sBarCode sBarCode IsBarCode ASC BoundField 2 sDescription sDescription sDescription ASC BoundField 3 a sMfgr sMfgr isMfgr ASC BoundField 4 I l sModelNo sModelNo sModelNo ASC BoundField ii 5 sSerialNo sSerialNo sSerialNo ASC BoundField 6 dLastInventoried dLastInventoried dLastInventoried ASC BoundField 7 4 sCondition sCondition IsCondition ASC BoundField 8 sPONumber sPONumber sPONumber ASC BoundField ii 9 gt Custodian
25. ar at the top of the screen Step 3 Click on Import Format under Maintenance Import Format Screen will be displayed see figure 4 2 Search File Import Formats User Administration Asset ltem Custodian Maintenance Reporting Logout Search File Import Formats Items Typeln Userld sBarlode sDescription s0lfTag hStatus sRoom sBidg hCategory hCustodianld bl Assetltems Typeln Userid sMfgr sDescnption sRoom sOldTag hCategory hStatus hCustodianid sFloor sRack Items Typeln Userid sBidg sRoom sBarCode sDescrniption sMfgr sModelNo sSerialNo dLastinventoned hStatus sFundingSource sFunding gency bl Assetltems Typeln Userid sBldg sRoom sBarCode sDescription sMfgr sModelNo sSerisiNo sISBN dLastInventoned sFundingSource sFunding gency Items Typeln Userid sBldg sRoom sBarCode sDescription sMfgr sModelNo sSerisiNo dLastinventoned hStatus sFundingSource sFunding gency Figure 4 3 Search File Import Formats Screen Step 1 User logs into FPCS Inventory Step 2 Hover over the Maintenance option from the menu bar at the top of the screen Step 3 Click on Import Format under Maintenance Import Format Screen will be displayed Step 4 Type File format Name or Select Category or select Type of file then click on Search Button to display the search results see figure 4 3 Step 5 To view the details of the file click on the file name under the column head N
26. chase Price Current Value Group Controlled Quantity Total Value IT Asset GL Code Sub Category Function Notes and Comments The user also has the ability to add values for the added dynamically asset item fields User Administration Asset Item Custodian Maintenance Reporting Asset Item Information Pictures Asset Item Status Change History Asset Item Change History Asset Item Information Disposal Damaged v 7 dian Employee Comission v Life Span PO Bin PO Date Current Value Group Controlled Total Value IT Asset v Sub Category w Function a Notes a Comments a Tr Dynamic Fields No Dynamic Fields Exists Modified User Modified DateTime Figure 2 2 Adding New Asset Info Screen Adding New Asset Item User can add the New Asset item information Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen 21 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 3 Click New Asset from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 By default the user will be in Asset Item information tab User may enter all the necessary information to fill the text boxes like Bar Code Old Tag Category Manufacturer Publisher Model Author Serial H Copyright Last Inv
27. e Step 2 Select the new role from the list box in the Update the Role of the User list for the user to change the role Step 3 Click the Update button on the Bottom Right hand side of the screen How to Reset User s Password Step 1 Click on the undo arrow gt on the far right hand side of the User to reset the password Step 2 Click the OK button on the pop up window 17 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 3 Changed password will be displayed below section heading User Search Information with the message new password for the user xxxxx user name is yyyyy password an email also will be sent to his email address on file Deleting a User s Profile Step 1 Click on the Delete icon on the far right hand side of the User profile to delete Step 2 Click the OK button on the pop up window DAL Performance Log The user has the ability to view DAL Data Access Layer Performance Logs and Summary information See Figure 1 ia User Administration Arme Mean CATE i Maiken Renorting Logout To a a j Setf einte eaz ls sr E E N H 0 038 x esis esse os eses Bosse 0 078 in MI isa ERE il 10 008 0180 000 gt 0 005 rd 0 004 Figure 1 12 Da
28. e Current Value Group Controlled Quantity Total Value IT Asset GL Code Sub Category Function Notes and Comments User Administration Asset Item Custodian Maintenance Reporting Logout Asset Item Information PO Date Purchase Price Current Value Group Controlled Quantity Total Value IT Asset 7 GL Code x Sub Category vw Function a Notes Comments A vr Dynamic Fields No Dynamic Fields Exists Modified User Modified DateTime Figure 2 3 Adding Updating Mass Asset Information Screen User can add update the Mass Asset item information 22 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 1 User logs into FPCS Inventory Step 2 Hover over the Mass Item option from the menu bar at the top of the screen Step 3 Click Mass Asset from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 Inthe Asset Information section User may enter all the necessary information to fill the information like Bar Code Prefix Bar Code Range To Old Tag Category Manufacturer Publisher Model Author Serial Copyright Last Inventoried Status Condition Room Custodian Student Building Location Description Title Acquisition Method Funding Source Funding Agency Program Assigned Purchaser Floor Life Span ISBN Department PO Rack Bin PO Date Purchase Price Cu
29. e Funding Agency Program Assigned Purchaser Floor Department GL Codes and ISBN The user also has the ability to search on the dynamically added asset item fields User Administration Asset ltem Custodian Maintenance Reporting Logout Asset Item Search OO O A CHANGING AMERICA TE Li an aa Berge 1 arte some en on tin BE td satie Figure 2 1 View Assets The user can search the FPCS database for required Asset Item information by various ways Either by selecting a value from the drop down list by clicking on the down arrow image or directly entering the text in the text box of the selected field The user can then click on search button in the screen and it will display a list of Asset items User can also search the information without entering any information in the available search option boxes and by clicking search button the system will display the entire list of Asset items The user also has the ability to select the individual asset items for Mass Update or Mass Disposal Asset Item search User can search the Asset item information with the following steps Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click View Assets from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 Click on down arrow beside the box of Bar Code or Desc
30. entoried Status Condition Room Custodian Student Building Location Description Title Acquisition Method Funding Source Funding Agency Program Assigned Purchaser Floor Life Span ISBN Department PO Rack Bin PO Date Purchase Price Current Value Group Controlled Quantity Total Value IT Asset GL Code Sub Category Function Notes and Comments in the Asset information Tab Step 5 Enter values in the Dynamic Asset Fields Step 6 Click on save button which is at the bottom of the Asset Item Information window to add the New Asset Item to FPCS Inventory Step 7 After saving the New Asset Item Information click on Pictures tab to add the pictures of the New Asset Item OR click on Asset Item Status Change History to view the New Asset Item status change history OR click on Asset Item Change History to view the Asset item change history Mass Assets The Mass Asset screen provides the users the ability to Add Update Mass Asset Items to the FPCS application see Figure 2 3 The user has many options to enter the Mass Asset item information like Bar Code Prefix Bar Code Range Old Tag Category Manufacturer Publisher Model Author Serial Copyright Last Inventoried Status Condition Room Custodian Student Building Location Description Title Acquisition Method Funding Source Funding Agency Program Assigned Purchaser Floor Life Span ISBN Department PO Rack Bin PO Date Purchase Pric
31. every screen The breadcrumb will change based on the screen user has navigated User Administration Asset Item Custodian Maintenance Reporting Logout SS TET as IE ASSETS eee VEL Asset Item Search Figure 1 2 Breadcrumb SECTION HEADINGS Section Headings divide the information on the screen The section headings will assist the user to determine what information is currently being viewed A Section heading is displayed as a red bar See Figure 1 3 8 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 User Administration Asset Item Custodian Maintenance Reporting Logout sian Up for New Account ASs gn a Role to the User User Information Last Name First Name Employee Department Office Phone Figure 1 3 Section Headings PAGING After the user conducts a search or view information that spans to additional pages the user can page through the results By clicking on the page number See Figure 1 4 the user can view the additional information The page numbers will be displayed at the bottom of the results screen Figure 1 4 Paging Any column heading in a grid that has a hyperlink can be sorted See Figure 1 5 To sort by a particular column heading use the following instructions 1 Determine which column heading user would like to be sorted 2 Click once on the desired column title header to sort da
32. g New Table Field Information with required information like Field Type String Big Integer Integer Small Integer Tiny Integer Small Money Money Numeric Decimal Float Real Boolean Date Time Small Date Time and Foreign Key Field Name Length Decimal Places Nullable Default Values and click Save button to save new field into the FPCS Inventory database Step 7 If user wants to define a foreign key constraint to the new asset item field then user has to select Foreign Key from Field Type in the section heading New Table Field Information and provide the necessary information like Field Name amp Nullable option and select the Foreign Key Table Code and Description in the section heading Foreign Key Constraint Field Information Once required information is provided the SQL query is automatically generated in the SQL box and click on Save button to save the new asset item field information to the FPCS inventory database OR click clear button to clear the fields Item Disposal Module The Item Disposal Screen provides the users the ability to dispose of items in the FPCS application see Figure 2 6 24 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 User Administration Asset Item Custodian Maintenance Reporting Logout Asset Item Disposal List Figure 2 6
33. ian Maintenance Reporting Logout Asset Depreciation Information PN 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Communications 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Equipment 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Furniture 0 00 0 00 0 00 0 00 0 00 0 00 0 00 ae oe om ons ow CI CN Co IT Department 0 00 0 00 0 00 0 00 0 00 0 00 0 00 IT Department 0 00 0 00 0 10 0 10 0 10 0 10 0 10 pindla 11 08 2010 11 27 55 PM dd o po 1000 ja ja 1000 jooo ooo E Network Hardware 0 00 0 00 0 00 0 00 0 00 0 00 A a Office Equipment 000 1000 100 jo 1000 100 100 114 PC Peripheral 0 00 0 00 0 00 0 00 0 00 0 00 A a Portable Computer 1000 1000 000 100 1000 jo 100 110 Printer 0 00 0 00 0 00 0 00 0 00 0 00 Text Books 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Thin Client Computer 000 00 000 000 je 00011 Figure 2 8 Item Depreciation 26 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Item Depreciation from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 User will get a table for list of categories subcategories and depreciation rate for seven periods time User needs to provide the rate for the required depreciation period time and then click on save button to update the FPCS Inventory Transfer
34. ians from the drop down list under the Custodians option from the menu bar at the top of the screen Step 4 User will have the options to search the custodians either by their Last Name First Name or by Type Teacher or student Else user can leave all the fields blank and click on search button to list the entire list of students and teacher custodians Click on Search button Step 5 User receives the screen with list of custodian information in table format with many fields However user can see the details of the particular custodian by clicking the name of custodian in the name column Step 6 Click clear button to go back to custodian search New Custodian The New custodian screen provides the users the ability to create a new custodian see Figure 3 2 User Administration Asset item Custodian Maintenance Reporting Logout Custodian Inform tion Figure 3 2 New Custodian Screen Step 1 User logs into FPCS Inventory Step 2 Hover over the Custodian option from the menu bar at the top of the screen Step 3 Click New custodian from the drop down list under the Custodians option from the menu bar at the top of the screen 29 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 4 User will get several options to enter the details of the New Custodian like Title Last Name First Name Depar
35. ion Number Width Format Type like bound field or checkbox field or date field or Hyperlink field or image field Cell Header Field Cell Footer Field Horizontal align like center or char or justify or left or not set or right and then click on save button to save the changed column details see figure 5 12 Create New Columns Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Columns from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Click on the link New in the section heading Column Details New of the columns wishes to edit 44 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 5 Enter the column details like name check or uncheck the option sortable Field Sort Expression Number Width Format Type like bound field or checkbox field or date field or Hyperlink field or image field Cell Header Field Cell Footer Field Horizontal align like center or char or justify or left or not set or right and then click on save button to save the new column details see figure 5 12 Fnendshi Public pe BoundField v Figure 5 12 Adding Updating Columns CO
36. ion PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 d The user can test the Stored Procedure command against the database by clicking on the Test Command button A corresponding success or error message will be displayed on the screen indicating the validity of the command e The user can save the command details by clicking on Save button This button click automatically tests the command validity f The user can click gt gt button to go to next step of creating columns see Figure 5 7 User Administration Asset Item Custodian Maintenance Reporting Logout Report Details Jeseription Band Exec usp_GetAssetltemsByBarCode BarCodes sdescription sm gr smodelno sserialno dlastinventored scondition sponumber Figure 5 7 Create New Report Step 4 Create Stored Procedure Command s Report Columns Step 8 For creating the columns of the stored procedure type command report the user has the option to select column details like a User can select the various columns for the report from the available list of columns under the section head Step 4 Select Columns b The user can save the column details by clicking on Save button see Figure 5 7 40 This page contains confidential information Pitech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 y E E E ST User Administration Asset Item Custodian Maintenance Reporting Logout Report Details Ges TestC
37. l User Administration Asset item Custodian Maintenance Reporting Logout Asset Item by Building and Room Report Enter Log Parameters pind mammaen mg oye BLOW PIERCE QJroome ts zinda O i Brom Figure 5 2 Run Report Results Admin Edit Only Administrator or Supervisor Users can Admin Edit the Report Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen 36 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Reports list is displayed with the options to Run Admin Edit Edit and delete report Click on Admin Edit pen symbol option to edit the details like a Report Name Description Type Sort Expression Grid Group and upload the file with Report URL are under the section head Report Details b Header Format Header Parameters and Footer are under the section heading Report Properties c Assign roles like Add Asset Admin Reports Supervisor and user to the reports are under the section heading Assign Roles Users to Report d SQL command under the section heading SQL Details click on the SQL command link to edit the command edit the details test the command and save the command or delete the command Delete SQL details if
38. l option to edit the details of the report This functionality is similar to the create report functionality see figure 5 4 37 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 User Administration Asset item Custodian Maintenance Reporting Logout Step 1 Report Details Asset Item by Building and Ro Asset Item by Building and Room Assign Roles Users to Report SETS ssgascet OS n F Report Properties Header Format Header Parameters Footer Command Details Type P Sioned proceda e SOL Clear Save amp gt Figure 5 4 Edit Screen of Reports Delete Reports Only Administrator or Supervisor User can delete the Report Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Reports list is displayed with the options to Run Admin Edit Edit and delete report Step 5 Click on trash icon option to delete the report Create Reports The Create Report screen will provide the users the ability to Create Edit Report settings user has to enter the details like Report Name Description Grid Group Option for Private Reports Assign Roles Users to Report Report properties like Header Format Header Parameters F
39. le View Assets Add New Asset Items Mass Assets Asset Fields Item Disposal Item Depreciation Transfer Scan Asset Items e Custodians Module o View Custodians o Create New Custodian o Students List Import e Maintenance Module o View Categories o View Sub Categories o View Statuses o View GL Codes o View Vendor Types o View Address Types o View Contact Types o Cat SubCat Mapping o Import Format o Add View Field Mappings o Add View Vendors e Reports Module View amp Run Reports Create Reports Export Reports Data Create Edit Admin Reports Create Command Parameters Columns Connection Strings OO 0O O O 00000000 Reports Group The Reports group has limited access to the different modules in the FPCS application The Reports user has the ability to e User Administration Module o Change Password e Reports Module o View amp Run Reports o Create Report o Export Reports Data 12 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL Add Asset Group JANUARY 10 2011 The Add Asset Group has limited access to the different modules in the FPCS application The Add Asset group has the ability to e User Administration Module o Change Password e Asset Items Module o Add New Asset Items o Add Mass Asset Items Supervisor Group This Supervisor User Group has access to all user groups like Reports Group Add Assets Group and Users Group e User Administration Module o Cha
40. me User First Name Employee Department Office Phone Step 5 Click the Update button on the bottom right hand side of the screen Change Password The users are able to change passwords using the Change Password screen see Figure 1 10 User Administration Asset item Custodian Maintenance Reporting Logout Ch nge Password Change Password Cancel Figure 1 10 Change Password Screen Step 1 User logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar atthe top of the screen Step 3 Click Change Password from the drop down list under the User Administration option from the menu bar atthetop ofthe screen Step 4 The Administrator or FPCS user must enter the current password in the Password field Step 5 The Administrator or FPCS user may enter a new password in the Password field Step 6 Re enter the same password in the Confirm New Password field 16 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 7 Click the Change Password button on the bottom right hand side of the screen User Search The user is able to search the FPCS application for specific users using the User Search screen This screen displays user information See Figure 1 11 User Administration Asset item Custodian Maintenance Reporting Logout User Search Information Poe org 10 21 2010 10 33 44 A
41. nge Passwords o DAL Performance logs e Asset Items Module View Assets Add New Asset Items Add Update Mass Assets Asset Fields Item Disposal Item Depreciation Transfer Scan Asset Items e Custodians Module o View Custodians o Create New Custodian o Students List Import e Maintenance Module o View Categories o View Sub Categories o View Statuses o View GL Codes o View Vendor Types o View Address Types o View Contact Types o Cat SubCat Mapping o Add View Import Format o Add Update Field Mappings o Add View Vendors e Reports Module o View amp Run Reports Export Reports Data Create Reports Create Edit Admin Reports Create Command O O 0O O 2 oO Y O O O 13 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 o Parameters o Columns Users Group The Users Group has limited access to the different modules in the FPCS application The Users group has the ability to e User Administration Module o Change Password e Asset Items Module View Assets Add New Asset Items Add Mass Asset Items Item Disposal Item Depreciation Transfer Imports Scan Asset Items e Custodians o View Custodians o Add New Custodians o Students Import e Maintenance Module o Add View Import Format e Reports Module o View Report List o Create Report o View and Run Report o Export Report O 0 0 O O 0O 0 0 14 This page contains confidential information PITech LLE FPCS INVENTORY
42. nnnnnnnnnssnnnnnnnnnnnnvnvvnnnnnnnnnnsnsnnenne 22 Eure 24 Asset NNN 23 Figure 2 5 New Asset Item Feld Screen neun neueren 24 Heure 2 6 itemi DISPO Sales ee ee one 25 AE kem DIE HOSE ee ee ea AEE ee elite 26 Figure 2 8 Item Depreciation anne een 26 PE A 27 Fiure 2 10 Scan Asset EMS pe 27 Me Ls 29 es 29 Ude Fe 0 dg IMPOR EEE EE NE 30 Figure 4 1 View Categories Subcategories Status File Types GL Codes Vendor Type Contact Type Address UV EE EE EN EN 31 Figure 4 2 Import Format Screen Varese Aeneas rekene konene 32 Figure 4 3 Search File Import NESEN 32 Figure 4 4 File Import Format Screen c ssccssssssessonsvectonssscuenssscnecussesteuesseucussscnecussessoussscueussseneusssestousssstenessencues 33 Fleure 4 5 Fleld Mapping 34 Figure 4 6 Category Subcategory MappingS rrrrrunrrnnnnnrrnnnnnnrnnnnnnernnnnnnvnnnnnnsnnnnnnnnnnnnnennnnnnnsnnnnnnennnnnesnnnnnesennnnssseennn 34 FIEU O5 REDOR ER E seele T 35 FESTEN optado 36 Figure 5 3 Admin Edit Screen Of Reports ccssssessosssecsonsssctcnsescncoussestoussscncussscneoussestoussscseussseneusssestoussesseuessencues 37 FeureS4A Edit Screen of RENO Sia as 38 FSS Create New NJ 38 Figure 5 6 Create New Report Step 3 Create Stored Procedure Command cccooccccnccnncnccnnoncnnnnaconenacononanononanononoss 39 Figure 5 7 Create New Report Step 4 Create Stored Procedure Command s Report Columns 40 Figure 5
43. o Category or Sub Category or Statuses or GL Codes or Vendor Types or Contact Types or Address Types is displayed in table format according to the option selected and user can delete the existing category or add a new category Step 5 If the user wants to delete one of the Category or Sub Category or Statuses or GL Codes or Vendor Types or Contact Types or Address Types types click on check box to check the option beside the category or Statuses or GL Codes type user wish to delete and click on Save button at the bottom of the table Step 6 To create a new Category or Sub Category or Statuses or GL Codes or Vendor Types or Contact Types or Address Types enter new information in the blank fields of Type and Description and click on Save button at the bottom of the table Import Format This module provides the option to view delete and create Import Format using fields of various tables See Figure 4 2 31 This page contains confidential information PITech ULC FPCS INVENTORY USER MANUAL JANUARY 10 2011 User Administration Asset Item Custodian Maintenance Reporting Logout Search File Import Formats Import Format Details Figure 4 2 Import Format Screen view Step 1 User logs into FPCS Inventory Step 2 Hover over the Maintenance option from the menu b
44. ommana Save Figure 5 8 Create New Report Step 2 Create SQL Details Step 9 If command type SQL is selected then in the next step of screen user will get the options to edit the SQL details like see Figure 5 8 a User can select a table from the list of available table s options The list of columns is refreshed based on the selected table in the Columns list the Field dropdown control of the Filtering and Ordering grids b The user can select the columns option like All Unique and Top c If All option is selected all the columns in the list of columns is selected d If Top option is selected a text box to enter the number of records is displayed e The user can select the columns for the report from the displayed list of columns f The user can select various columns to filter the data on using the 1 column Field of the Filtering grid then the operand needs to be selected from the 2 column of the filtering grid The user then selects the parameter or a default value from the dropdown list in the 3 column Default Parameter of the filtering grid The 3 column can also be left blank in which case the system auto generates a lookup parameter based on the field selected in the 1 column of the filtering grid g The user then has the option to sort the data by selecting the field from the 1 column Field of the Ordering grid then the order sequence of ascending or descending is selected from the
45. ookby Tie jAdminlkeporsl ser2 __mmess 9 13 2010 8 02 23 AM Generic Report Books by Location lAdminiteportsjUser lmmess Generic Report Books By School admin pindla Generic Report Books by Status amp Category ___j dminlfepomsl ser pindia Generic Report Books In Storage AdminiReporis User moglesby Generic Report Current Values iadminiReporsjuser Ipindia Generic Report ISBN amp Building Admin Reports User Generic Report ISBN Search Generic Report Items By Condition E SS SS SS NN S N 0 8 WT KIETODEFODERTEODE NNN eee AS Generic Admin Reports User 8 17 2010 12 04 04 PM Figure 5 1 Reports List Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Reports list is displayed with the options to Run Admin Edit Edit and delete report a Run option is shown with magnifying glass symbol This run option is used to run the specific report to execute A Report User or Administrator user Group can use this option b Admin Edit option is shown with pen symbol This Admin Edit option is used to Edit the Report Details SQL Details and create New SQL Details Report Proper
46. ooter and Command details like Stored Procedure or SQL Type see Figure 5 5 School User Administration Assetitem Custodian Maintenance Reporting Logout dear Save gt Figure 5 5 Create New Report 38 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Click on New link in the section heading Reports List New user has to enter the details like a Report Name Description and Grip Group under the section head Report Details b Check the Private check box if the user wants to share the report with other users and groups Once the check box is checked the Roles Users list box updated with list of other users user can select name of other users by holding control Ctrl key on keyboard multiple selection of Roles Users to share the report Else do not check the Private check box in case user does not want share the report c Assign roles like Add Asset Admin Reports Supervisor and user to the reports under the section heading Assign Roles Users to Report d Header Format Header Parameters and Footer under the section heading Report Properties
47. p of the scree Step 3 Click Parameters from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Select any of the available listed string by clicking down arrow beside the available options like Name Screen type Table Name Lookup Field or Return Field and then click Search button to display the search results of parameters OR just click on the search button to list the entire list of parameters Edit Parameter Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Parameters from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Select any of the available listed string by clicking down arrow beside the available options like Name Screen type Table Name Lookup Field or Return Field and then click Search button to display the search results of parameters OR just click on the search button to list the entire list of parameters Step 5 Click on the parameter name which has hyperlink to edit the available options like Parameter Name Description Screen Type Length Description Field Code Field List Box Rows List Box Width Selection Mode Control ID Required Checkbox Data Type Repeat columns Error description Validation Expression Note Service Path Service Method Table Name Lookup Field Return Field Invalid
48. ppear click on down arrow to select the bar code from the existing list of bar code numbers or directly type the bar code number and click on add button Step 6 Next screen will show the Asset Item information which is under Item Disposal Step 7 Click on w symbol beside close button to open Property Disposal Form in MS word application where the user has to proceed with the procedure related to Property disposal by taking the approval of necessary department heads like Manager Head Facilities etc for maintaining the record Step 8 Click on Update button to update the Asset item to the list of Item Disposal or close to cancel the operation Updating Mass Asset Item Disposal User can dispose of multiple Asset items by performing following steps Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click View Assets from the drop down list under the Asset Item option from the menu bar at the top of the screen 25 This page contains confidential information PITech LLC FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 4 Click on down arrow beside the box of Bar Code or Description Title or Category or Sub Category or Manufacturer Publisher or Model Author or Serial or Last Inventoried or Status or Condition or Room or Custodian
49. required by clicking the trash icon e Edit the column details under the section heading Columns New by clicking the column name OR click on New link in this section heading to create new columns like name check or uncheck the option sortable Field Sort Expression Number Width Format Type like bound field or checkbox field or date field or hyperlink field or image field Cell Header Field Cell Footer Field Horizontal align like center or char or justify or left or not set or right and save the new column details Delete columns if required by clicking the trash icon Return to main page Step 5 Click on save button to save the Admin Edit report settings see Figure 5 3 md TT User Administration Asset Item Custodian Maintenance Reporting Logout Report Details Figure 5 3 Admin Edit Screen of Reports Edit Reports Only Administrator User can edit the system Report Any user can edit his private reports Step 1 User logs into FPCS Inventory Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Reports list is displayed with the options to Run Admin Edit Edit and delete report Click on Edit pencil symbo
50. ription Title or Category or Sub Category or Manufacturer Publisher or Model Author or Serial or Last Inventoried or Status or Condition or Room or Custodian or Student or PO or PO Date or Purchase Price or Acquisition Method or 20 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Funding Source or Funding Agency or Program Assigned or Purchaser or Floor or Department or GL Codes or ISBN to select the text from the existing list or directly type the text in the drop down box and select the date where ever there is an option to select the date from the pop up calendar Step 5 Enter values in the Dynamic Asset Fields Step 6 Click on search button in the middle of the screen below search options to display the search results New Asset Item The New Asset screen provides the users the ability to Add New Asset Items to the FPCS application see Figure 2 2 The user has many options to enter the New Asset item information like Bar Code Old Tag Category Manufacturer Publisher Model Author Serial Copyright Last Inventoried Status Condition Room Custodian Student Building Location Description Title Acquisition Method Funding Source Funding Agency Program Assigned Purchaser Floor Life Span ISBN Department PO Rack Bin PO Date Pur
51. rrent Value Group Controlled Quantity Total Value IT Asset GL Code Sub Category Function Notes and Comments in the Asset information Tab Step 5 Enter values in the Dynamic Asset Fields Step 6 Click on save button which is at the bottom of the Asset Item Information window to add the Mass Asset Item to FPCS Inventory Asset Fields The Asset Fields screen provides the users the ability to search Asset Field Items in the FPCS application see Figure 2 4 Asset Fields Search Asset Fields Details Figure 2 4 Asset Field Search Screen User can search Asset Fields for information Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Asset Fields from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 In the Asset Fields search page user can either enter name of the Field and select the Field Type like String or Big Integer or Integer or Small Integer or Tiny Integer or Small Money or Money or Numeric or Decimal or Float or Real or Boolean or Date Time or Small Date Time or Foreign Key and then click Search button to display the search results User can also just click on Search button without selecting Field Name or Field Type to display
52. s Types Contact Types Cat SubCat Mapping Import Format Field Mappings and Vendors View Categories Subcategories Statuses GL Codes Vendor Types Address Types Contact Types The View Categories screen will provide the users the ability to View and create type and Description details for Category Custodian File Types GL Codes Status Sub Category Vendor Type Address Type and Contact Type see Figure 4 1 User Administration Asset item Custodian Maintenance Reporting Logout Code cae AV te vinn M M hooo ozonszan o 1 SU 10 21 2010 02 04 42 AM ES com commons E oras mem DC Desktop Computer 10 21 2010 02 04 42 AM ai DI ger Funn fumeure 0 orvanioozosszan ES een Category OEQPT Office Equipment 10 21 2010 02 04 42 AM iiss sce fostre aan CS Il A LON Goya mer ro Category TCC Thin Client Computer 10 21 2010 02 04 42 AM am ap mm am 8070 Figure 4 1 View Categories Subcategories Status File Types GL Codes Vendor Type Contact Type Address Type Step 1 User logs into FPCS Inventory Step 2 Hover over the Maintenance option from the menu bar at the top of the screen Step 3 Click View Categories or View Sub Categories or View Statuses or View GL Codes from the drop down list under the Maintenance option from the menu bar at the top of the screen Step 4 The information related t
53. ta User Administration Asset Item Custodian Maintenance Reporting Logout Reports List i PK thre E pl e H ioe hs sad OOOO A a D Generic Report Asset Item by Building and Room Admin Reports User 9 13 2010 7 41 43 AM Figure 1 5 Sorting Data through headers DRILLING DOWN ON DATA Selected data in each grid can be drilled down if additional information is available for a particular field See Figure 1 6 9 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 A hyperlink on a particular field will signify additional data is available for that item a Determine the field on which user want to drill down to view the information b Click on the particular hyperlink within the grid to view additional information Total Re Records 92 22 Search en EE _ _ _ qx A _ __ _ _ _ _ o a om WENDER ma a en Department ar mE fe PA 3 pn MACHINE Eee a A e Department Figure 1 6 Drilling down Data on Barcode number Link 50D572988 e i I gt G m Un N m By default there are 20 twenty records displayed on each grid or table the page size is adjustable as a system configured parameter The user can view 20 records on the screen If there are more than 20 records the user will see paging feature described in paging module in section paging See Figure 1 4 LOGGIN
54. ta Access Layer DAL Performance Log Summary Step 1 Administrator logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click DAL Performance Log from the drop down list under the User Administration option from the menu bar at the top of the screen View the DAL Performance Log The user can view the DAL performance log of the function user wish to intend to view the logs See Figure 1 13 Step 1 Administrator logs into FPCS Inventory Step 2 Hover over the User Administration option from the menu bar at the top of the screen Step 3 Click DAL Performance Log from the drop down list under the User Administration option from the menu bar at the top of the screen Data Access dl iia Pertormance no Details dras arme 10 21 2010 10 59 00 A 00 AM 0 172 Figure 1 13 View Data Access Layer DAL Performance Logs Step 4 Click on E magnifying glass symbol to view the logs of the intended function Once it is clicked the logs are displayed below the list of DAL Functions 18 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Create Role The user is able to view add roles to the system This screen displays roles information See Figure 1 14 User Administration Assetitem Custodian Maintenance Reporting Logout Application Roles Figure 1 14
55. the entire search results New Asset Item Fields The New Asset Item Field screen provides the users the ability to Add Asset Item Fields in the FPCS application dynamically see Figure 2 5 23 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Ad dl an Ca A Vg a n were weni FEAT FREE en nt H pr IHR E u X ho FETE ER ur i spare hi Prena botri arire am Eae sorts i Figure 2 5 New Asset Item Field Screen Adding New Asset Item Fields Step 1 User logs into FPCS Inventory Step 2 Hover over the Asset Item option from the menu bar at the top of the screen Step 3 Click Asset Fields from the drop down list under the Asset Item option from the menu bar at the top of the screen Step 4 Click New link in the Asset Fields Details New section heading and a new screen is display with the section headings Asset Item Fields New Table Field Information and Foreign Key Constraint Field Information Step 5 User can check the static fields defined along with data types of asset item table like Key Type Field Name Type Length Precision Scale Nullable Constraint Default and Index before creating a dynamic field in the section heading Asset Item Fields Step 6 User has to enter New Field information in the section headin
56. ties assign Roles to Report and Edit add new columns Only Admin Group Users can perform this task c Edit option 2 is shown with pencil symbol This Edit option is used to edit the Report Details Assign Roles to Report Report properties and command details Only Admin Group Users can perform this task d Delete option is shown with trash icon symbol This delete option is used to delete the report selected Only Admin Group Users can perform this task Run Reports A user has the ability run the Report Step 1 User logs into FPCS Inventory 35 This page contains confidential information PITech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 Step 2 Hover over the Reporting option from the menu bar at the top of the screen Step 3 Click Reports from the drop down list under the Reporting option from the menu bar at the top of the screen Step 4 Reports list is displayed with the options to Run Admin Edit Edit and delete report Step 5 Click on run magnifying glass icon option to execute the report Step 6 Enter search criteria like Building and Room and click Submit User can also enter the Log Parameters Step 7 Review the results grid for the information based on the search criteria Step 8 Export the results to PDF ER Excel aS or HTML 8 by clicking the respective icons on the report see Figure 5 2 User can also view the run report history Schoo
57. tment Department Head Building Room Phone Email Type ID Number and Save and Clear Buttons Step 5 Enter all the relevant information of new custodian and click on Save button to update the FPCS Inventory Step 6 Click clear button to clear all the fields which are entered Students Import The Students Import screen will provide the users the ability to import the list of students into the FPCS Inventory see Figure 3 3 School User Administration Asset item Custodian Maintenance Reporting Logout Figure 3 3 Students Import Step 1 User logs into FPCS Inventory Step 2 Hover over the Custodian option from the menu bar at the top of the screen Step 3 Click Students Import from the drop down list under the Custodians option from the menu bar at the top of the screen Step 4 Click on Browse button select the student file and click on ok Step 5 Select file Upload Format and Select the Text Delimiter options if the uploading file has the Comma pipe Semi column and Tab Step 6 Click the checkbox if the uploading file has the header in the First row Step 7 Click on Add File button to add the students list to FPCS Inventory 30 This page contains confidential information PiTech LLE FPCS INVENTORY USER MANUAL JANUARY 10 2011 MAINTENANCE Module This module provides the ability to View Categories Sub Categories Statuses GL Codes Vendor Types Addres
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