Privileges & User Access Details

Inventory Manager: Basic & Full Control Versions

Users with Inventory Manager (full control) privileges can

• access the Inventory module on the Dashboard

• access every tab in the Inventory module

• create new items, cabinets, and locations in the Catalog tab

• manage and assign Transactions

• prepare Equipment and Supply Lists for cases

• check out the contents of Setup Sheets for events and print them

• generate and export Reports to document supply and equipment usage

• assemble the list of disposed or lost items (Reconciliation)

• compare the current status of the Inventory with the equipment and supply needs of particular events.

The Inventory Manager (full control) is also a default role that you can find in the Roles tab:

The basic Inventory Manager privilege grants only the necessary permissions to simulation lab technologists or assistants inside the Inventory module.

With the Inventory Manager privilege, users can

• access the Cart and transactions through the Catalog and Transactions tab,

• perform check-ins and check-outs (with the Transaction assignees option enabled)

• access every other part of the Inventory module in read-only mode.

Case Author: Basic & Full Control Versions

• Along with Cases, the Inventory module will be featured on the Dashboard.
  
  

  
  
  
  

• The Edit Case pop-up is complemented by an Inventory tab where Case Authors can add any existing Equipment and Supply List.
  
  

  
  
  

• The Catalog and Equipment and Supply Lists tabs in the Inventory module are available for Case Authors.

  Case Authors can create new Equipment and Supply Lists in the Inventory module.

• Case Authors can view Catalog items and print their QR-code but cannot edit the properties of items.
  
  

  
  
  

SRP (Scheduling and Resource Planner): Basic & Full Control Versions

• SRP users can finalize the equipment and supply needs for the events they created in the Calendar and assemble the Setup Sheet for the event.
  The Equipment and Supply List auto-populates with items once a case is selected for the event—manually or with Advanced Scheduling.
  
  

  
  
  
  
  First, the SRP user must select an activity from the corresponding drop-down to add a case to the event.

  Users with basic SRP privileges can only access the events of the activities shared with them for reading and writing or events that are not added to any activity.

  SRP (full control) users can access the events of any activity and can add any running activity to a Calendar event.

Transaction Assignee

A checkbox is available in the Inventory tab of the Edit User pop-up for each user. With this checkbox, you can designate any active user as a Transaction Assignee, who can then be assigned as the person in charge of a check-in or check-out transaction.

Withdrawing the Transaction Assignee Property

If you uncheck the Transaction Assignee option, the system permanently deletes the user's QR code.

Automatic Transaction assignee privilege assignment for new Learners

In the User Manager, when utilizing the Add new user option, the Transaction assignee checkbox gets checked by default for Learner privilege users (if the Inventory manager is enabled within the LearningSpace system)
This way, Learners can be marked as Transaction assignees during Transaction processes in the Inventory.