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Dave Kornegay

Dave Kornegayasked the question: What Software Do You Use to Track Assets Such as Furniture?

A question from one presented to one of our staff by a school district: we are planning on doing a fixed asset inventory of new furniture (desks, chairs, whiteboards, etc) at our new schools. Is there a specific program or device, preferably that wor ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Can I Add Another Co-Worker's Name and Hours to a Work Order?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Original comments are below. Original Response from Jed DeGroote That's a great question. It depends on how your user account is setup. If you are s ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question What are Suggested Roles for Specific People in the IT Help Desk?

Site Administrator may be the best route. You can also allow a Requester to see high-level, read-only summaries of work. Both scenarios involve assigning a user to a Location. Related Content: User Role Descriptions & Adding a User

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Can I Reset My IT Help Desk Account and Start from Scratch?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Responses were recreated below. Original Response form Fielding Harloe Hey Jason! Thank you so much for posting to our user group. Wiping your accoun ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Delete a Saved Action or Saved Search?

For those interested in using Saved Actions, our Help Site covers what Tony is referring to , including running, scheduling and deleting them. An additional note: you may make Saved Actions as "public" so other users may subscribe to them v ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Does a Technician Reassign an IT Help Desk Ticket Back to a Work Queue?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Responses are recreated below. Original Responder: Fielding Harloe A technician can place the incident back into the work queue through the use of the lo ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Organize Requests for Future Work Orders or IT Help Desk Tickets?

In going through the archives, I came across this and an idea came to mind. In addition to changing the status, you can also set target dates, data filters and reminders. SETTING WORK FOR FUTURE DATES Each work ticket has a target start and completi ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Bulk Assign IT Help Desk Work Tickets to a Technician?

First, I would look at automatic routing to speed up assignment of work, probably to a team queue(s). Related Content: Automatic Routing For reports, you can print lists in various ways to save pages: Advanced Search Reporting in Incident ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Reassign an IT Help Desk Ticket to a Different Department?

Editor's Note: This post was moved from a previous Discussions area to the Answers area and comments were recreated below Original response from Paul Fletcher-ADM John, in this case, you could put in a Journal Note about it, give one of the ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question Can Technicians Close Out IT Help Desk Tickets in Bulk?

Editor's Note: This post was moved from a previous Discussions area to the Answers area and original comments are copied below Original Post from Tee Gomes Thank You for the post! To batch close incidents, you simply do the following: 1) Cl ...

3 weeks ago

Dave Kornegay

Dave Kornegayanswered the question Can I Mass Change Problem Types for Help Desk Tickets for Data Cleanup?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Responses did not carry over and have been summarized, and added to, below. Original Response From Jed DeGroote Hi Liz- There is not a way to batch chan ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question Can I Upload an Inventory File to Build My List of Parts and Supplies?

Our next generation platform will have import capabilities around inventory (called Parts ) to build and modify a list of items. Some imports will be around the issuing of parts onto work orders . I have not heard an update concerning imports aroun ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question Can I Store Items to Issue Out as Tools So I Can Identify a Return Date?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Responses did not transfer and have been recreated below. From DAWN KIRK This is something I've been meaning to do for the last 9 years that we have ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question How Can I Delete Supplies from an Inventory Storage Area?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Previous responses did not carry over and have been summarized below. If an item has no transactional history for that storage pool , you may delete it. I ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Delete Parts and Supplies With No Activity Out of My Inventory?

That's right, George. Items in Inventory no longer available to be issued and are no longer being ordered can be discontinued. Discontinued items will not be available for transactions, yet can be reported upon so you have your history. Related ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Run Reports on the History of Specific Items Received?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. Original comments did not transfer and have been recreated below. You have a few options, depending on the level of detail you would like to see. One of ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question How Do You Handle Inventory or Supplies That Have a Shelf Life?

As Benny is alluding to, there is a Task area that has a reminder capability on the left navigational area of the Inventory home page. This functions very similarly to a work order's Journal note or a facility use event task to contact someone on ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question How Do I Create a Simple Inventory On-Hand List of Parts and Supplies?

Editor's Note: This post was moved from a previous Discussions area to the Answers area. The response did not carry over and has been recreated below. From Paul Fletcher-ADM Hi Robert, Great question. I would run an Advanced Search and it sh ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question Can the Inventory Type Field Be Edited?

To build off the previous comments, a supply item or tool can have multiple Commodities to categorize them (e.g., duct tape does everything). Many people create categories for a trade shop (e.g., plumbing vs. electrical) or a focus (e.g., kitchen &he ...

1 month ago

Dave Kornegay

Dave Kornegayanswered the question Who Approves Schedule Requests When the Comptroller is Out of the Office?

The Comptroller is a person designated to act as a safety net if there is no one currently assigned to approve or activate event schedules. Users in certain other security roles can give a final approval. If the system does not know who the schedule ...

1 month ago

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