Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This article is for administrators only. It will help you understand how to manage and order supplies associated with labs so that seniors can keep track of their inventory.

Instructions

From the administrator side, the first step is to open the Manage dropdown menu, then select the Supplies option.

...

You should then see something like thiswill then arrive at the Supplies index page.

...

Only administrators will see the tabs at the top-right. These are essentially the units that senior lab ops will count.

...

Use your browser’s back button to return to the previous page. Click the green Add Supply button. You will then be asked to fill in the details for whatever new supply item you’d like to track.

...

Now that we know what supplies to track, we need to assign those items to individual labs so that senior lab operators can record the amount of that supply item in their inventory.

On the navigation bar, open the Manage dropdown menu and select Labs.

...

Then find a lab you’d like to assign supplies to, open the Actions menu, and select Supplies.

...

On that page, click the Add Supply button to assign the newly-created AAA Batteries supply item.

...

As of right now, you have to re-specify which lab you’re referring to.

...

Then find the supply item you’d like to add. You can type it into the search bar.

...

Next, fill in the Quantity and Threshold fields. Quantity is the amount of that supply that is available in that lab as of this moment. Threshold is the quantity that must be reached in the inventory levels before a supply item is highlighted in red to indicate it is time to order more.

...

Once you’re done, click Create. You will then be able to find that new item on the list of supplies for that lab.. Other users will simply see the Supplies page with no option to switch tabs.

To create a new Supply, click the green “Create Supply” button at the top-right side of the page.

...

Fill out the form should be very straight forward. The “type” attribute indicates whether this supply item is counted in terms of boxes, cartridges, units, etc.

Back on the main supply page, click on the new supply item to open up its details.

...

You should then arrive at a page like this:

...

To add this supply item to the labs, click the green “Add New Lab Supply” button on the left sidebar.

...

Select the lab you’d like to add this to. Each lab must be added one at a time.

Next, enter the current quantity in stock in the “Quantity” input. Then, enter the minimum amount that should always be in stock in the “Threshold” input.

...

Once a supply’s quantity falls below its threshold, it will be highlighted in red on the supplies index page.

To add an order for a supply item, click the “Add Order Info” button at the top-right of the supply details page.

...

You can also add order information from the main supplies page if you filter the supplies to only one lab:

...

Simply enter the order quantity and the date on which the supply item was ordered.

...

The lab supply will now show up as being on order.

...

If you click on the name of the supply, it will also show up as being on order in the details.

...